FactoryTalk View Site Edition Installation Guide

Installation Instructions

Original Instructions

FactoryTalk View Site Edition Installation Guide

Version 14.00.00

Contents

FactoryTalk View basics......................................................................................................................................................................................................................... 6 About FactoryTalk View SE....................................................................................................................................................................................................................................................6 FactoryTalk Services Platform..............................................................................................................................................................................................................................................9 Connectivity............................................................................................................................................................................................................................................................................ 10 Installation package..............................................................................................................................................................................................................................................................10

System requirements.............................................................................................................................................................................................................................. 11 Supported components on one server...............................................................................................................................................................................................................................11 Review hardware requirements........................................................................................................................................................................................................................................... 11 Operating system requirements..........................................................................................................................................................................................................................................12 Windows domains vs. workgroups..................................................................................................................................................................................................................................... 13 Computer names for production........................................................................................................................................................................................................................................ 14

Pre-installation configuration................................................................................................................................................................................................................15 Disable Windows automatic updates.................................................................................................................................................................................................................................15 Configure NICs and switch ports........................................................................................................................................................................................................................................15 Disable third-party firewalls................................................................................................................................................................................................................................................ 16 Remove Internet Explorer ESC............................................................................................................................................................................................................................................ 16 Set up Data Execution Prevention......................................................................................................................................................................................................................................16 Remove unnecessary DCOM protocols...............................................................................................................................................................................................................................16

Install FactoryTalk View.........................................................................................................................................................................................................................18 Steps.........................................................................................................................................................................................................................................................................................18 Step 1: Prepare to install FactoryTalk View......................................................................................................................................................................................................................18 Step 2: Start the installation.............................................................................................................................................................................................................................................. 20 Step 3: Post-installation actions........................................................................................................................................................................................................................................20 Install SE clients in a distributed system........................................................................................................................................................................................................................ 22 Modify or uninstall FactoryTalk View................................................................................................................................................................................................................................ 22

Activate FactoryTalk View software.....................................................................................................................................................................................................24 About FactoryTalk Activation Manager..............................................................................................................................................................................................................................24 What if FactoryTalk View is not activated?.....................................................................................................................................................................................................................24 FactoryTalk View SE server and station bundles........................................................................................................................................................................................................... 24 Activation keys for FactoryTalk View software...............................................................................................................................................................................................................25

Deploy applications................................................................................................................................................................................................................................27 Step 1: Move the application............................................................................................................................................................................................................................................... 27 Step 2: Move the data server files.................................................................................................................................................................................................................................... 28

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Step 3: Renew data server shortcuts and device paths............................................................................................................................................................................................... 28 Step 4: Set up additional HMI server properties.............................................................................................................................................................................................................28 Step 5: Set up the FactoryTalk View SE Client............................................................................................................................................................................................................... 30 Step 6: Run the FactoryTalk View SE Client..................................................................................................................................................................................................................... 31 Administer deployed applications.......................................................................................................................................................................................................................................31 Upgrade operating network distributed applications...........................................................................................................................................................................32 Upgrade a non-redundant network distributed application......................................................................................................................................................................................... 32 Upgrade a redundant network distributed application................................................................................................................................................................................................. 36 FactoryTalk View tools and utilities..................................................................................................................................................................................................... 47 FactoryTalk View tools......................................................................................................................................................................................................................................................... 47 FactoryTalk tools................................................................................................................................................................................................................................................................... 47 Common upgrade procedures............................................................................................................................................................................................................... 49 Install product updates........................................................................................................................................................................................................................................................49 Update from the product.................................................................................................................................................................................................................................................... 49 Update from Rockwell Automation Knowledgebase....................................................................................................................................................................................................... 49 Install Microsoft IIS................................................................................................................................................................................................................................ 51 Manually install IIS................................................................................................................................................................................................................................................................. 51 Uninstalling IIS.......................................................................................................................................................................................................................................................................53 Use command-line installation............................................................................................................................................................................................................. 54 Perform command-line installation...................................................................................................................................................................................................................................54 Command-line parameters..................................................................................................................................................................................................................................................54 Examples................................................................................................................................................................................................................................................................................. 57 Legal Notices......................................................................................................................................................................................................................................... 59

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Important User Information

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

WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss.

ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.

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

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

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures.

ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).

The following icon may appear in the text of this document.

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Tip: Identifies information that is useful and can help to make a process easier to do or easier to understand.

Rockwell Automation recognizes that some of the terms that are currently used in our industry and in this publication are not in alignment with the movement toward inclusive language in technology. We are proactively collaborating with industry peers to find alternatives to such terms and making changes to our products and content. Please excuse the use of such terms in our content while we implement these changes.

Preface

Contact Rockwell Automation Technical Support

If you have questions about the product, consult the manuals, Help, or Release Notes.

You can also search for technical notes, application tips, solutions to common problems, and the latest patches from Rockwell Automation Knowledgebase https:// rockwellautomation..

If you cannot find the answer, contact Rockwell Automation Customer Support, using any of these methods: ? Customer support telephone: 1.888.382.1583 or 1.440.646.3434 ? Local technical support phone numbers: ? Online support:

Support staff are available Monday to Friday from 8:00 to 17:00 local time (North America only), except on statutory holidays.

When you call, it is recommended that you be at your computer and ready to provide the following information: ? The product serial number and product key. ? The product version number. ? The type of hardware you are using. ? The names of Rockwell Automation products installed on the computer. ? The exact wording of any messages that appeared on your screen. ? A description of what happened and what you were doing when the problem occurred. ? A description of how you tried to solve the problem.

If you are running a FactoryTalk View SE network distributed application, also note: ? How many computers are participating in the network application. ? Whether computers on the network are connected using a Windows domain controller or a workgroup. ? Which FactoryTalk View SE components are installed on participating computers. ? Which computers are running servers (the Network Directory server, HMI servers, data servers, or tag alarm and event servers), and whether the servers are set up with redundancy.

Which computers are running clients (FactoryTalk View SE Client or FactoryTalk View Studio).

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