FactoryTalk View Site Edition User's Guide - Rockwell Automation

FactoryTalk View Site Edition User's Guide

Version 13.00.00

User Manual

Rockwell Automation Publication VIEWSE-UM006P-EN-E - March 2022 Supersedes Publication VIEWSE-UM006O-EN-E - September 2020

Original Instructions

FactoryTalk View Site Edition User's Guide

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. 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). 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.

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Table of Contents

Getting started with FactoryTalk View SE

Chapter 1

Welcome to FactoryTalk View SE ..............................................................31 About FactoryTalk systems ........................................................................31

FactoryTalk Services Platform .............................................................31 Finding more information about FactoryTalk services ....................32 FactoryTalk View Site Edition software ...................................................32 FactoryTalk View SE features..............................................................34 Quick start: setting up the software you need .........................................35 Step 1: Plan the layout of the network ................................................35 Step 2: Install FactoryTalk Services Platform ....................................36 Step 3: Install FactoryTalk View SE.....................................................36 Step 4: Select the connectivity options ...............................................36 Step 5: Install the necessary activation keys ......................................37 Step 6: Set up the FactoryTalk Directory ........................................... 38 Exploring the InstantFizz application..................................................... 38 Creating a FactoryTalk View SE application ........................................... 40 Step 1: Create the application ............................................................. 40 Step 2: Create a graphic display .......................................................... 41 Step 3: Test run the application in FactoryTalk View SE Client ...... 42

Exploring FactoryTalk View Studio

Chapter 2

About FactoryTalk View Studio ................................................................ 43 Start FactoryTalk View Studio using a command ............................. 43 Command-line parameters and examples................................... 44 About FactoryTalk Security permissions ...........................................44

Opening an application in FactoryTalk View Studio...............................44 Resolving access problems to the HMI Projects folder .....................45 Opening the InstantFizz application .................................................45

Parts of the FactoryTalk View Studio main window ...............................45 Workbook mode.................................................................................. 46 Showing and hiding items in the main window .............................. 46

Working in the Explorer window .............................................................47 Moving the Explorer window..............................................................47 Opening and closing folders .............................................................. 48 Organize graphic displays .................................................................. 48 Opening component editors .............................................................. 48 Creating and modifying components ............................................... 49 Adding components to an application .............................................. 50 Naming components .......................................................................... 50 Using component names that contain spaces ............................. 51

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Avoiding names that conflict with commands or macros.......... 51 Deleting, removing, and renaming components .............................. 51

Restoring a component ................................................................ 52 Techniques for working in editors........................................................... 52

Gaining quick access to common operations ................................... 52 Browsing lists and components......................................................... 52 Supplying tag names........................................................................... 52 Selecting and building commands .....................................................53 Building expressions............................................................................54 Printing from FactoryTalk View SE ..........................................................54 Selecting a printer................................................................................54 Printing at runtime..............................................................................54

Planning an application

Chapter 3

Understanding the process you are automating..................................... 55 Planning the network layout..................................................................... 55

Choosing a Windows domain or workgroup.....................................56 Windows workgroups ...................................................................56

Determining computers needed.........................................................56 Planning communications ....................................................................... 58

Determining how to access data........................................................ 58 Collecting only the necessary data .............................................. 58

Monitoring and controlling alarms ..........................................................59 Planning an alarm monitoring and control system ..........................59 Advantages of using FactoryTalk Alarms and Events services .........59 Choosing device-based alarms .....................................................59 Choosing server tag-based alarms............................................... 60

Deciding when to use HMI tags ............................................................... 60 Designing the HMI tag database ....................................................... 60 Organizing HMI tags .................................................................... 61

Designing a dependable control system...................................................61 Planning how to secure the system .................................................... 61 Planning to use built-in system availability features ........................ 61 About redundant application servers.......................................... 62

Setting up the runtime application.......................................................... 62 Developing a hierarchy of graphic displays .......................................63 Creating templates to ensure consistency .........................................63 Planning the multi-monitor deployment...........................................63 Applying visual design principles ...................................................... 64 Planning how to use trends................................................................ 64 Planning runtime language switching...............................................65

Designing a system that is easy to deploy and maintain ........................65

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Designing the application for multiple users ................................... 66 Designing applications for multiple monitors ....................................... 66 Integrating with other applications and customizing the system ........ 68

Setting up the FactoryTalk Directory

Chapter 4

About FactoryTalk Directory..................................................................... 69 FactoryTalk Directory in a networked system ................................... 69 FactoryTalk Directory in a FactoryTalk View SE application ...........70 Local station applications .................................................................... 71 Network applications........................................................................... 71

Specifying the FactoryTalk Directory server location ............................ 72 Setting up FactoryTalk Directory for local station applications ......74

What happens if the Network Directory server is unavailable ...............74 Monitoring the Network Directory status .........................................75

Setting up security

Chapter 5

About FactoryTalk Security services......................................................... 77 About the FactoryTalk Directory......................................................... 78 Finding more information about FactoryTalk Security................... 78

Gaining initial access to a FactoryTalk system ....................................... 78 About the All Users account.................................................................79

Logging users on to and off from FactoryTalk View SE ......................... 80 Logging on to the FactoryTalk Directory .......................................... 80 About single sign-on ..................................................................... 80 Logging on to FactoryTalk View Studio .............................................81 Logging on to a FactoryTalk View SE Client ......................................81 Logging on when the client starts up ...........................................81 Changing the current user while the client is running.............. 82 Logging on a different user.......................................................... 82 Logging off the current user at runtime ..................................... 82 Changing the current user's password at runtime .................... 83

Deciding how to secure a FactoryTalk View SE application .................. 83 Securing FactoryTalk View SE applications at runtime .................. 84 Securing FactoryTalk system resources ............................................ 85

Setting up FactoryTalk accounts in FactoryTalk View SE...................... 86 Setting up accounts in the Runtime Security editor........................ 86 Example: Setting up runtime access to HMI components........ 88 Removing All Users from the Runtime Security list......................... 89 Specifying login and logout macros .................................................. 89 Removing Runtime Security accounts .............................................. 90

Setting up runtime security for HMI project components.....................91 Assigning security codes to commands and macros.........................91

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About the Unspecified_Command .............................................. 92 Assigning security codes to graphic displays.................................... 92 Assigning security codes to OLE objects ........................................... 92 Assigning security codes to HMI tags ................................................93 Other ways to control runtime access to an application ........................ 94 Lock operators into the runtime environment ................................. 94 Use electronic signature to control user actions ...............................95 About FactoryTalk Security accounts .......................................................95 About the All Users account.................................................................95 Specifying which users can set up security....................................... 96 Choosing the types of accounts to use ..................................................... 96 Using accounts that originate at the FactoryTalk Directory ........... 96 Using Windows-linked accounts........................................................97 Using both types of user account........................................................97 Creating group accounts .....................................................................97 Setting up user and computer accounts.................................................. 98 Creating computer accounts for network applications ................... 99 Setting up system-wide policies............................................................. 100 Product policies ................................................................................. 100

Use HTTPS protocol.................................................................... 100 Add an HTTPS binding for your site ..........................................102 System policies ...................................................................................103 Setting up security for FactoryTalk system resources...........................104 Modifying FactoryTalk Security settings .........................................105 Specifying which actions users can perform ...................................106 About explicit and implicit permission......................................106 Organizing actions into groups ........................................................106 Understanding inherited permissions ...................................................107 Breaking the chain of inheritance ....................................................108 Using explicit permissions to override inheritance ........................108 Performing secured tasks in FactoryTalk View SE................................ 110 Example: Using the Common actions to set up security for user groups ................................................................................................. 110

Working with network distributed applications

Chapter 6

About network distributed applications ................................................. 113 Parts of a network distributed application ....................................... 114 About FactoryTalk systems................................................................. 115 Finding more information about FactoryTalk services .................. 115

Key concepts ............................................................................................. 115 FactoryTalk Network Directory ........................................................ 115 FactoryTalk Security .......................................................................... 116

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About FactoryTalk Security permissions ................................... 116 HMI servers ........................................................................................ 116 HMI projects....................................................................................... 116 HMI clients ..........................................................................................117 Areas .....................................................................................................117 Absolute and relative references ....................................................... 118

Absolute reference syntax ........................................................... 118 System availability ............................................................................. 119

About HMI server redundancy ...................................................120 Language switching ...........................................................................120 Creating network distributed applications............................................120 Adding areas and servers.........................................................................120 Adding and deleting areas.................................................................120 Adding an HMI server ....................................................................... 121 Adding a data server ..........................................................................122 Adding a Tag Alarm and Event Server..............................................122 Deciding when to use multiple servers ............................................122

Adding servers for redundant operation ................................... 123 Adding servers for load balancing .............................................. 123 Running multiple HMI servers ......................................................... 123 Providing HMI server names...................................................... 123 Monitoring disk space on HMI servers ............................................ 123 Setting up HMI server properties ........................................................... 124 Changing the name of the host computer ....................................... 124 Choosing how the server starts ......................................................... 125 Starting the HMI server when the first client connects to it.... 125 Starting the HMI server when the operating system initializes ....................................................................................................... 125 Setting up HMI server redundancy .................................................. 125 Selecting the secondary server ................................................... 125 Replicating changes to the standby HMI server ....................... 126 Selecting startup and shutdown components ................................. 127 Starting and stopping HMI server components manually.............128 Monitoring the status of an HMI server.................................................128 Deleting HMI servers ............................................................................... 129 Deleting HMI server project files......................................................129 Renaming and deleting network distributed applications ................... 129 Backing up and restoring network distributed applications .........130

Working with network station applications

Chapter 7

About network station applications ........................................................ 131 Parts of a network station application ..............................................132

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About FactoryTalk systems................................................................ 133 Finding more information about FactoryTalk services .................. 133 Key concepts ............................................................................................. 133 FactoryTalk Network Directory ........................................................ 133 FactoryTalk Security .......................................................................... 134

About FactoryTalk Security permissions ................................... 134 HMI servers ........................................................................................ 134 HMI projects....................................................................................... 134 HMI clients ......................................................................................... 134 Areas.................................................................................................... 135 Relative references ............................................................................. 135 System availability ............................................................................. 135 Language switching ........................................................................... 136 Creating network station applications ................................................... 136 Adding areas and servers......................................................................... 136 Adding and deleting areas................................................................. 136 Adding an HMI server ....................................................................... 136 Adding a data server .......................................................................... 137 Adding a Tag Alarm and Event Server.............................................. 138

Providing HMI server names...................................................... 138 Monitoring disk space on HMI servers ............................................ 138 Setting up HMI server properties ........................................................... 139 Starting and stopping HMI server components manually............. 139 Monitoring the status of an HMI server.................................................140 Deleting HMI servers...............................................................................140 Deleting HMI server project files......................................................140 Renaming and deleting network station applications .......................... 141 Determining where the application is located....................................... 141

Working with local station applications

Chapter 8

About local station applications...............................................................143 Parts of a local station application.....................................................144 About FactoryTalk systems.................................................................145 Finding more information about FactoryTalk services .................. 145

Key concepts ............................................................................................. 145 FactoryTalk Local Directory .............................................................. 145 FactoryTalk Security .......................................................................... 145 About FactoryTalk Security permissions ................................... 146 HMI servers ........................................................................................ 146 HMI projects....................................................................................... 146 HMI clients ......................................................................................... 146 Relative references ............................................................................. 146

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