RSVIEW SUPERVISORY EDITION USER’S GUIDE 1

Trademark Notices Allen-Bradley, ControlLogix, RSLinx, RSView, and VersaView are registered trademarks, and the Rockwell Software logo, RSLogix, RSTools, RSView Machine Edition, RSView

User’s Guide Volume 1

Publication VIEWSE-UM004D-EN-E - July 2005 Supersedes Publication VIEWSE-UM004C-EN-E VIEWSE-UM004D-EN-E_Ttlpg.qxd 7/14/05 1:24 PM Page 1

Copyright Notice © 2005 Rockwell Software Inc., a Rockwell Automation company All rights reserved.

Printed in the United States of America.

Portions copyrighted by the Allen-Bradley Company, LLC, a Rockwell Automation Company.

This manual and any accompanying Rockwell Software products are copyrighted by Rockwell Software Inc Any reproduction and/or distribution without prior written consent from Rockwell Software Inc is strictly prohibited Please refer to the license agreement for details.

VBA and DCOM, Copyright 1996, 1997 Microsoft Corporation All rights reserved This software is based in part on the work of the Independent JPEG Group.

Trademark Notices Allen-Bradley, ControlLogix, RSLinx, RSView, and VersaView are registered trademarks,

and the Rockwell Software logo, RSLogix, RSTools, RSView Machine Edition, RSView

ME Station, RSView Studio, RSView Supervisory Edition, RSView32, A.I Series, Advanced Interface (A.I.) Series, ControlNet, Data Highway Plus, DH+, FactoryTalk, MobileView, Object Smart Path, PanelBuilder, PanelView, SLC, and WINtelligent are trademarks of Rockwell Automation, Inc.

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All other trademarks are the property of their respective holders and are hereby acknowledged.

Warranty This Rockwell Software product is warranted in accord with the product license The

product’s performance will be affected by system configuration, the application being performed, operator control, and other related factors

The product’s implementation may vary among users

This manual is as up-to-date as possible at the time of printing; however, the accompanying software may have changed since that time Rockwell Software reserves the right to change any information contained in this manual or the software at any time without prior notice.

The instructions in this manual do not claim to cover all the details or variations in the equipment, procedure, or process described, nor to provide directions for meeting every possible contingency during installation, operation, or maintenance

Doc ID VIEWSE-UM004D-EN-E September 2005

About the documentation P-1Finding the information you need P-1Try the User’s Guide and Help first P-1Information on the Internet P-2Contacting Rockwell Software Technical Support P-2

1 • Getting started

The RSView Supervisory Edition software 1-1The RSView tools and utilities 1-2RSView Enterprise tools 1-2Rockwell Software® utilities 1-3FactoryTalk tools 1-3Features in brief 1-4Setting up the software you need 1-5Planning the layout of the network 1-6Installing the FactoryTalk Automation Platform 1-6Installing RSView Supervisory Edition 1-7Installing the communications software 1-7Installing the necessary activation keys 1-8Setting up the FactoryTalk Directory 1-8About security in FactoryTalk-enabled system 1-9Logging on to FactoryTalk 1-9Running in RSView demo mode 1-10Exploring the Water Samples application 1-10Running Water Samples in the RSView SE client 1-12Creating and testing a new application 1-12Create the application 1-12Create a graphic display in the Graphics editor 1-13Test run the application in RSView SE client 1-14

2 • Exploring RSView Studio

Starting RSView Studio 2-1Logging on to FactoryTalk® 2-2Opening an application 2-2Opening the Samples Water application 2-3

Contents

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3 • Planning an application

Understanding the process you are automating 3-1Planning the layout of the network 3-2The Windows® domain or workgroup 3-2The computers you’ll need 3-2System requirements and installation 3-3Planning a redundant system 3-4Planning communications 3-4

Collect information 3-6

Planning alarms 3-6Designing graphic displays 3-7Develop a hierarchy of displays 3-7Create templates to ensure consistency 3-7Apply visual design principles 3-7Planning run-time language switching 3-8Planning how to use trends 3-9Designing a secure system 3-9Designing a system for multiple users 3-9Designing a system that is easy to deploy and maintain 3-10Integrating with other applications, and customizing the system 3-10

4 • Setting up FactoryTalk Directory

About FactoryTalk Directory 4-1Using FactoryTalk Directory in a networked system 4-3Specifying the location of FactoryTalk Directory 4-4Local Directory setup for stand-alone applications 4-4Network Directory setup for distributed applications 4-4Restoring FactoryTalk Directory when deploying an application 4-7What happens if FactoryTalk Directory is unavailable at run time 4-7

5 • Working with distributed applications

About distributed applications 5-1Key concepts 5-3FactoryTalk Directory 5-3RSAssetSecurity™ 5-3

Areas 5-4Using absolute and relative references 5-5Redundancy 5-6Language switching 5-8Creating distributed applications 5-8Adding and deleting areas 5-9

Adding a data server 5-11

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HMI server restrictions 5-12

Specifying how the server starts up 5-13

Changing the name of the host computer 5-16Starting and stopping HMI servers and components manually 5-17

Starting and stopping HMI services 5-17

Renaming and deleting distributed applications 5-18Backing up and restoring distributed applications 5-19

6 • Working with stand-alone applications

About stand-alone applications 6-1Key concepts 6-2FactoryTalk Directory 6-2RSAssetSecurity™ 6-3HMI server, HMI project, HMI client 6-3Using references in stand-alone applications 6-3Language switching 6-3Creating stand-alone applications 6-4Importing a project into a new application 6-4Adding a data server 6-4

Specifying HMI server startup components 6-5

Renaming and deleting stand-alone applications 6-7Copying, backing up, and restoring stand-alone applications 6-7

7 • Setting up communications

About data servers 7-1Types of data servers 7-1

Using multiple data servers 7-3Setting up communications 7-4Adding RSLinx Enterprise data servers 7-5Setting up general properties 7-6Setting up RSLinx Enterprise data server redundancy 7-7

Setting up advanced properties 7-12Deleting data servers 7-13

8 • Working with tags

When to use HMI tags 8-2Basic steps for using tags 8-2Using data server tags 8-3Eliminating duplication 8-3Providing access to complex data 8-3Setting up data server tags 8-3

Triggering alarms 8-4Securing tag or device values 8-4Manipulating data 8-4Storing values in RSView’s memory 8-5

Browsing for tags 8-5Opening the Tag Browser 8-5Using the Tag Browser 8-7Browsing for off-line tags from RSLinx 8-8Browsing for off-line tags in RSLinx Enterprise 8-8

Working with tags in the Tag Browser 8-9Displaying tags 8-9Showing or hiding tag descriptions 8-9About the Selected Tag box 8-9Displaying tag properties 8-9Filtering tags 8-10

Using tag references 8-11Absolute references 8-11Relative references 8-12The home area 8-12Logging tag values 8-12

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9 • Creating HMI tags

About HMI tags 9-1HMI tag types 9-1

Viewing tag statistics 9-3Using the Tags editor 9-4Using the Accept and Discard buttons 9-4Using the form 9-5Using the query box 9-5Using the folder hierarchy 9-5Creating, editing, duplicating, and deleting tags 9-5Specifying a data source 9-7Specifying Device as the data source 9-7Specifying Memory as the data source 9-8

Creating tags in a third-party application 9-9Creating tags as needed in other RSView editors 9-9Importing tags from a PLC database 9-9Using the Tag Import and Export Wizard 9-10

10 • Creating derived tags

About derived tags 10-1How to use derived tags 10-1Setting up derived tags 10-2Using the Derived Tags editor 10-2Using the Check Syntax button 10-3Using the Accept and Discard buttons 10-3Creating a derived tags component 10-3Using multiple derived tag components 10-4About the maximum update rate 10-4Starting and stopping derived tag processing 10-4Ways to start derived tag processing 10-4Ways to stop derived tag processing 10-5

11 • Creating alarms

About RSView Supervisory Edition alarms 11-1

Alarm severity 11-7Alarm messages 11-7Alarm log file 11-7Alarm displays 11-8Alarm acknowledgment 11-10Alarm suppression 11-10Alarm functions in expressions 11-11Acknowledge bit 11-12Handshake bit 11-13Alarm events 11-13Setting up general alarm behavior 11-15Setting up alarm monitoring 11-16Setting up alarm severities 11-17Setting up alarm messages 11-18Setting up alarm conditions for HMI tags 11-20Setting up alarms for analog tags 11-21Setting up alarms for digital tags 11-21Setting up alarm logging 11-21Specifying where log files are stored or printed 11-23Specifying when log files are created 11-23Specifying when log files are deleted 11-23Setting up periodic logging to a central ODBC database 11-23

Adding remarks to the alarm log file at run time 11-24Suppressing alarm printing 11-25Suppressing alarm logging 11-26Using the Suppressed List 11-26Viewing alarm log files 11-27About alarm log files 11-28Setting up security to log alarms to a remote computer 11-28Creating an alarm summary 11-30Creating an alarm summary object 11-30The parts of an alarm summary 11-30Inserting headings 11-31Choosing fonts 11-31Choosing colors and blink styles 11-31Selecting buttons 11-32

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Ways to stop alarm monitoring 11-40

12 • Logging system activity

About FactoryTalk Diagnostics 12-1Summary of steps 12-1Key concepts 12-2Destinations 12-2Message routing 12-2Message categories 12-3Setting up FactoryTalk Diagnostics in RSView 12-4Logging to a central database 12-5Setting up message routing 12-6Using the Diagnostics List 12-7Working with the Diagnostics List 12-7Messages in the Diagnostics List 12-8Viewing FactoryTalk Diagnostics logs 12-9Setting up security to log system activity to a remote computer 12-10

13 • Using data logging

About data logging 13-1About data log models 13-1Using multiple data log models 13-2Displaying historical data in a trend 13-2Data log storage formats 13-2Log file sets 13-2

Creating data log models 13-4Specifying the storage format 13-5Setting up log paths 13-5Setting up and managing data log files 13-5Specifying when to log data 13-6Choosing the data to be logged 13-6Editing a data log model 13-7Changing log paths using the RSView Administration Console 13-7Working with ODBC data sources 13-7

Switching log paths at run time 13-8Using the DataLogSwitchBack command 13-9Using the DataLogMergeToPrimary command 13-9Using the DataLogNewFile command 13-10Using the DataLogSnapshot command 13-11Combining logging 13-11Providing a way to log on demand 13-12Setting up security to log data to a remote computer 13-12Making runtime changes without editing the data log model 13-13Starting and stopping data logging 13-14Ways to start data logging 13-14Ways to stop data logging 13-15

14 • Using events

About events 14-1Setting up events 14-1Using the Events editor 14-2Using the Check Syntax button 14-2Using the Accept and Discard buttons 14-3Creating an events component 14-3Using multiple events components 14-4Editing events 14-4About the maximum update rate 14-4Starting and stopping event processing 14-4Ways to start event processing 14-4Ways to stop event processing 14-5

15 • Setting up security

How security works 15-1System resources secured at FactoryTalk Directory 15-2HMI project components secured in RSView 15-2About FactoryTalk Local and Network Directory 15-2Summary of steps for setting up security 15-4Planning security for an application 15-4Setting up basic elements of the security system 15-5Logging on to FactoryTalk Directory 15-5About single sign-on 15-6Logging on and off RSView 15-7Specifying which users can set up security 15-7

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Using the signature button to secure HMI project components 15-30Logging on and off the RSView SE client 15-30Logging on a different user at run time 15-31Logging off the current user at run time 15-32Changing the current user’s password at run time 15-32Locking users into the RSView SE client environment 15-33

16 • Creating graphic displays

About graphic displays and graphic objects 16-1Importing and exporting graphic display XML files 16-2About global object displays and global objects 16-2Working with global objects 16-2Using the Graphics editor 16-3Using the Object Explorer 16-4Using the Property Panel 16-6Basic editing techniques 16-6Zooming in and out 16-6

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17 • Setting up graphic objects

Types of graphic objects 17-1About global objects 17-3Setting up the properties of graphic objects 17-3Setting up properties common to all objects 17-4Creating drawing objects 17-4Tips for creating drawing objects 17-4Changing the properties of drawing objects 17-7Adding an image to a graphic display 17-7Creating a panel 17-8Working with text 17-8Creating a text object 17-8Choosing text fonts 17-8Setting up objects that use data 17-9Using tag names 17-10Using the keyboard to navigate to and select objects 17-10What input focus looks like 17-10Using the keys on the keyboard or keypad 17-11Removing objects from the tab sequence 17-11How to use push buttons 17-11Creating push buttons 17-12Creating button push buttons 17-12Creating momentary push buttons 17-13Creating maintained push buttons 17-15Creating latched push buttons 17-16Creating multistate push buttons 17-18Creating interlocked push buttons 17-19Creating ramp push buttons 17-21How to use display and input objects 17-22Creating numeric or string inputs 17-23Using input fields at run time 17-24Using Keys to retrieve data 17-25Using RSView commands to retrieve data 17-26Using the on-screen keyboard 17-26How to use indicators 17-27How to use the States tab for indicators 17-27

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Creating OLE objects 17-53

Using ActiveX objects 17-54When exchanging data with tags, use the same data type 17-54ActiveX properties, methods, and events 17-54Creating ActiveX objects 17-55Making ActiveX objects interact with RSView 17-55Using VBA code to make ActiveX objects interact with RSView 17-55Using the ActiveX toolbox 17-55Deploying ActiveX components automatically at run time 17-56Recording and authorizing run-time changes using electronic signatures 17-56Securing tag writes, commands, and downloads 17-57Creating signature buttons 17-58Securing objects in displays 17-58Tracking changes with FactoryTalk® Diagnostics™ 17-58Using the signature button for compliance with regulated manufacturing

applications 17-59

18 • Animating graphic objects

Using animation in RSView 18-1All graphic objects can have animation 18-2About global objects and animation 18-2Using the Animation dialog box 18-2Using tag names and tag placeholders 18-4Using commands and macros 18-4Using expressions 18-4Setting the range of tag values for animating an object 18-5Defining a range of motion for an object 18-5Testing animation 18-6Animating graphic objects 18-6Using visibility animation 18-7Using color animation 18-7Using fill animation 18-9Using horizontal position animation 18-9Using vertical position animation 18-9Using width animation 18-10Using height animation 18-10

Animating ActiveX controls 18-13Naming ActiveX objects 18-13Connecting tags to an ActiveX object’s properties 18-14Connecting tags to an object’s methods 18-15Connecting tags to an ActiveX object’s events 18-16Using index numbers to navigate to objects 18-17How tab index numbers work 18-17Checking an object’s index number 18-17Changing index numbers 18-18Creating a tab sequence 18-19Associating objects and displays with keys 18-19About client keys 18-20Using object keys 18-20Using the Current [tag] parameter with object keys 18-21Using display keys 18-23Viewing the key list at run time 18-24Disabling the key list 18-25Applying animation to object groups 18-25Checking the animation on objects 18-25Copying or duplicating objects with animation 18-25Copying animation without copying objects 18-25

19 • Setting up trends

About trends 19-1Current versus historical data 19-2Creating trend objects 19-3The parts of a trend 19-4Chart 19-4Chart title 19-5X-axis 19-5X-axis legend 19-5Y-axis 19-5Y-axis legend 19-5Pens 19-6Legends 19-6Pen icons 19-6

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20 • Creating expressions

About expressions 20-1Where you can use expressions 20-1

21 • Creating embedded variables

About embedded variables 21-1Where you can insert embedded variables 21-1Creating embedded variables 21-2Embedded variable syntax 21-2Numeric embedded variable syntax 21-3String embedded variable syntax 21-3Time and date embedded variable syntax 21-4How embedded variables are updated at run time 21-5How embedded variables are displayed at run time 21-5Numeric embedded variables 21-5String embedded variables 21-5Time and date embedded variables 21-6

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Specifying user login and logout macros 22-5

23 • Setting up navigation

About navigation 23-1Developing a hierarchy of displays 23-1Ways of moving among displays 23-2Choosing display types 23-2Reducing display call-up time 23-3Commands for moving among displays 23-3Where to use RSView commands 23-4Examples of navigation methods 23-5Using keys 23-7General rules about precedence 23-7

Precedence and embedded ActiveX objects 23-8

Reserved keys 23-9Creating client keys 23-10Running client key components 23-11

24 • Using the RSView SE Client object model and display code

Using VBA with RSView 24-1Summary of basic steps 24-2About procedures 24-2

The RSView SE Client object model 24-4Viewing the objects 24-7Getting Help on RSView SE Client objects 24-8

25 • Setting up language switching

About language switching 25-1Summary of steps 25-2Setting up Windows to support language switching 25-2Installing languages for single-font support 25-2Viewing regional and language options 25-3Creating the application in a base language 25-3Support for multiple languages in the graphic libraries 25-4Using graphic libraries that support multiple languages 25-5Adding languages to the application 25-5Exporting application text strings for translation 25-6Exported text file format 25-7Troubleshooting export problems 25-7Text strings that allow language switching 25-8Text strings that do not allow language switching 25-8Importing translated text files 25-10Troubleshooting import problems 25-11Setting up language switching at run time 25-13Important information for translators 25-13File name and format 25-13Opening the text file in Microsoft Excel 25-13Saving the text file in Microsoft Excel 25-14Differences in file format for files saved in Excel 25-14Saving the Unicode text file in Notepad 25-15File schema 25-15Working with pairs of double quotes 25-16Working with backslashes and new-line characters 25-16

26 • Setting up a redundant system

About redundancy 26-1Setting up a redundant RSView SE system 26-1Summary of steps 26-1

Protecting against software failures 26-3 Considering redundancy options 26-4About failure of FactoryTalk Network Directory 26-5Redundant HMI servers 26-6Redundant data servers 26-8Planning the layout of a redundant system 26-8

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RSView SE clients 26-11

27 • Deploying distributed applications

About deploying distributed applications 27-1Summary of steps to deploy a distributed application 27-1Backing up the application 27-3Backing up FactoryTalk System information 27-4Setting up the FactoryTalk Network Directory server 27-4Specifying the location of FactoryTalk Network Directory 27-5

Copying an HMI server that is not running 27-6Copying an HMI server while it is running 27-7Restoring the application 27-7Restoring FactoryTalk System information 27-8

Updating the name of the HMI server’s host computer 27-9

Stopping and starting HMI services manually 27-10Synchronizing redundant HMI servers and projects 27-11Moving data server files 27-12Files for RSLinx Enterprise 27-12Files for RSLinx Classic 27-12Changing data server properties 27-13Setting up the RSView SE clients 27-13Copying client setup files 27-14Opening the RSView SE clients 27-14Logging users on to the RSView SE client 27-15Opening multiple RSView SE clients 27-16How HMI server components start and stop 27-16Administering deployed applications 27-16Using the RSView Administration Console 27-16Monitoring disk space on HMI servers 27-18

28 • Deploying stand-alone applications

About deploying stand-alone applications 28-1Summary of steps to deploy a stand-alone application 28-1Moving stand-alone applications 28-3

Backing up and restoring FactoryTalk System information 28-4

Moving data server files 28-5Changing data server properties 28-5Setting up the RSView SE client 28-5Opening the RSView SE client 28-6Logging users on to the RSView SE client 28-7How server components start and stop 28-8Administering deployed applications 28-8Using the RSView Administration Console 28-8

AP P E N D I C E S

A • RSView commands

Using RSView commands A-1Where to use commands A-1How to use commands A-1Using placeholders in commands A-2Precedence A-3Where commands run A-4Using absolute and relative references A-5How relative references are resolved A-5Creating symbols A-6Important guidelines A-7Using the command line A-8Using the Command Wizard A-8

B • Setting up DDE communications for HMI tags

Setting up an HMI server as a DDE client B-2Summary of steps B-2

Specifying Device as the data source B-3Syntax for DDE addresses B-3Scanning for new tag values B-4

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C • ODBC database schemas

FactoryTalk® Diagnostics™ log table C-1Alarm log table C-2Data log tables C-4

D • RFC1766 names for Windows® languages

E • Importing and exporting XML files

About XML E-1Creating XML files by exporting E-1Editing XML files E-2Saving XML files in Notepad E-2Testing XML files E-2Importing XML files E-3Error log file E-3Importing graphic display XML files E-3Graphic display XML file structure E-3

Index

products It is an integrated package for developing and running multi-user, server human-machine interface applications RSView Supervisory Edition is designed for automated process or machine monitoring, and supervisory control

Supervisory Edition gives you all the tools you need to create effective monitoring and supervisory control applications

About the documentation

The RSView Supervisory Edition documentation set includes:

Release Notes: Information to read before you begin installing or working with the

software

RSView Supervisory Edition Installation Guide: A guide to installing and activating the

various components of RSView Supervisory Edition

RSView Supervisory Edition User’s Guide, Part 1 and RSView Supervisory Edition User’s Guide, Part 2: Comprehensive information about RSView Supervisory Edition,

procedures for creating and running an automation application, and reference information.For ease of printing, the User’s Guide is divided into two parts, available from the Help

the Bookmarks tab in the online guides

Help: Online procedures and reference information.

The Release Notes are available on the RSView Supervisory Edition CD-ROM, as well as from the Help menu in RSView Studio The User’s Guide, Installation Guide, and Help are available from the Help menu in RSView Studio

Finding the information you need

You have many options for finding information about how to use RSView, or how to solve problems with RSView

Try the User’s Guide and Help first

The User’s Guide and Help provide comprehensive information about typical uses of RSView Probably, your question is answered in the documentation

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information you need” in the RSView Supervisory Edition Installation Guide.

Information on the Internet

If you can’t find the answer to your question or problem in the User’s Guide or Help, you can also find information on the World Wide Web

You can connect to the Rockwell Software and Rockwell Automation web sites from within RSView Studio To do so, you must have a web browser installed on your computer, and you must have an active Internet connection

To connect to web sites from RSView Studio

1 On the Help menu, select Rockwell Software on the Web, and then click the name of the web page you want to view

The Rockwell Automation KnowledgeBase

The KnowledgeBase web page contains a comprehensive searchable database of support information for all Rockwell Automation and Rockwell Software products

Rockwell Software Discussion Forums

The Rockwell Software Discussion Forums are web pages for users of Rockwell Software products The forums offer discussion groups, for exchanging tips and questions with other RSView users

Contacting Rockwell Software Technical Support

If you can’t find the answer to your question using any of the resources suggested above, contact Rockwell Software Technical Support at:

Telephone:440-646-5800Fax:440-646-5801World Wide Web Support web sites:

http://www.software.rockwell.com, http://support.rockwellautomation.comSupport staff are available Monday to Friday from 8 AM to 5 PM local time (North America only), except on statutory holidays

When you call

When you call, be at your computer and ready to give the following information:

You’ll find this number on the Activation disk label and in the About RSView Studio dialog box available from the Help menu in RSView Studio

You might also be required to provide information about the RSView add-ons and updates that are installed on your computer

To view the list of installed add-ons and updates

1 In RSView Studio, click Help, and then click About RSView Studio

2 To view the list of installed add-ons, click Add-ons

3 To view the list of installed updates, click Updates

1 1 • Pl

Getting started

This chapter describes:

The RSView Supervisory Edition software

RSView Supervisory Edition is a member of the RSView Enterprise Series family of products It is an integrated package for developing and running multi-user, distributed-server, human-machine interface (HMI) applications

RSView Supervisory Edition (also called RSView SE) consists of several pieces of software you can use to build HMI applications, customized to your needs Depending on the software packages you purchased, you will have one or more of the following pieces

Use RSView Studio to develop both RSView Machine Edition and RSView Supervisory Edition applications For information about developing machine-level applications, see

the RSView Machine Edition User’s Guide.

applications you develop For information about security services, see Chapter 15, Setting

up security.

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of tags, and performs alarm detection and historical data management (logging)

The RSView SE Server has no user interface Once installed, it runs as a set of ‘headless’

FactoryTalk Directory™ is software that supplies a directory of services (for example,

displays, log models, and so on) to any computer on the network that participates in RSView SE applications

FactoryTalk Administration Console™ is configuration software for setting up FactoryTalk Directory services

The RSView tools and utilities

Depending on the particular software packages you installed, you also will have installed one or more of the following tools and utilities

RSView Enterprise tools

To use the tools described below, on the Windows Start menu, select Programs, Rockwell Software, RSView Enterprise, Tools, and then click the tool

Application Manager is software for moving, copying, renaming, backing up, and restoring applications

DeskLock is software that locks users into the RSView SE client and prevents them from gaining access to the Windows desktop and system keys

Use RSView Studio to develop RSView SE applications For distributed applications, use the FactoryTalk Administration Console to restore application archives and to set up computer accounts after upgrading the FactoryTalk Automation Platform™

For information about restoring distributed applications, see Chapter 27, Deploying

distributed applications For information about upgrading FactoryTalk, see the RSView Supervisory Edition Release Notes.

ME Firmware Upgrade Wizard and Transfer Utilityare RSView Machine Edition

programs for upgrading firmware and transferring files

RSView SE Service Manager is a tool for starting and stopping an HMI server, for

example, when copying its configuration files to a redundant server

SE Alarm Log Setup is software for setting up RSView alarm logging

SE Alarm Log Viewer is software for viewing the contents of alarm log file sets

Tag Import and Export Wizard is software for importing or exporting the RSView

SE Server’s tag database

Rockwell Software® utilities

To use the utilities described below, on the Windows Start menu, select Programs,

Rockwell Software, Utilities, and then click utility

Activation Help is information about how to use Rockwell Software activation keys

Diagnostics Setup is software for setting up activity logging for RSView Supervisory Edition

Move Activation is software for moving activation keys to and from an activation disk

Reset Activation is software for resetting activation keys on the Activation floppy disk when there is a problem with activation

Support Services Help is information about how to obtain technical support for

Rockwell Software products

FactoryTalk tools

To use the tools and utilities described below, on the Windows Start menu, select

Programs, Rockwell Software, FactoryTalk Tools, and then click the tool or utility

Diagnostics Viewer is software for viewing the contents of FactoryTalk Diagnostics

logs

FactoryTalk Directory Configuration Wizard is software for setting up the

FactoryTalk Directory service

FactoryTalk Help provides information about using FactoryTalk services

Log On to FactoryTalk is software for logging users on and off the FactoryTalk

Directory

Rockwell Software Data Client is diagnostic software for use with the assistance of

Rockwell Software technical support staff

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Specify FactoryTalk Directory Location is software for specifying which computer

on the network contains the FactoryTalk Network Directory service

Windows Firewall Configuration Utility is software for setting up RSView Enterprise to run in Windows XP with Service Pack 2 and Windows Server 2003 with Service Pack 1

Features in brief

RSView Supervisory Edition provides the flexibility you need to create powerful automation systems for any plant or process With RSView SE you can:

application can contain several servers, running on multiple computers on a network, with multiple client users connecting to the application simultaneously, from anywhere on the network

and are not related to other parts of the process

languages at run time

authorization on the FactoryTalk Directory

controllers or devices

Command Wizard, Tag Browser, and Graphics Import Export wizard, and features

animation Use convenient drag-and-drop and cut-and-paste techniques to simplify application development

throughout an application By modifying the original object, you can change selected properties of all its copies

components in graphic displays to extend the capabilities of RSView.

levels of severity Create multiple alarm summaries to provide specific alarm data

rather than viewing the alarms for the entire system

display real-time or historical data, with up to 100 pens (tags) in each trend

databases, to provide various records of production data You can view and

manipulate the ODBC-format logged data directly, using third-party programs such

programs such as Microsoft Excel, and customize and extend RSView to fit the

individual application’s needs

Setting up the software you need

The final design of the application (or applications) you intend to deploy will determine

which software to install and set up on computers on the network

For a distributed application, you might install different combinations of software on each participating computer For a stand-alone application, you must install all the necessary

The following steps are common to setting up the environment for most RSView SE

applications

Summary of steps

These are the basic tasks involved in getting started with RSView Supervisory Edition:

1 Set up the layout of the network (for distributed applications)

3 Install the RSView Supervisory Edition software

4 Install RSLinx, or other communications software

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5 Install the necessary activation keys

6 Set up the FactoryTalk Network Directory (for distributed applications)

These steps are described in brief, below

The RSView Supervisory Edition installation CD contains the FactoryTalk Automation Platform, RSView SE, RSLinx Enterprise, and RSLinx Classic software, and includes instructions to guide you through the installation process

For more information about installing and setting up the RSView SE software, see the

RSView Supervisory Edition Installation Guide.

For more information about setting up the application run-time environment, see Chapter

27, Deploying distributed applications and Chapter 28, Deploying stand-alone applications.

Planning the layout of the network

The layout of the network is extremely important to the design of a distributed application The type and structure of the network can determine which roles participating host computers will play, including whether any of the servers will run as redundant pairs

If you are planning to deploy an application that consists of more than 10 computers, you must run with a network domain controller

Applications that consist of 10 computers or fewer can be run in a Windows workgroup

In that case, all computers participating in a single application must be members of the same Windows workgroup, and all must have administrative rights

Installing the FactoryTalk Automation Platform

RSView Supervisory Edition applications depend on FactoryTalk software, such as the FactoryTalk Directory, to run You must install the FactoryTalk Automation Platform first, on any computer where you plan to install and run RSView SE software

Following the FactoryTalk Automation Platform installation, the FactoryTalk Directory Configuration Wizard runs, allowing you to set up FactoryTalk Local Directory, FactoryTalk Network Directory, or both directories

Do not run FactoryTalk Directory, or any other application software, on the same computer as a Windows ® domain controller.

If you plan to run only the FactoryTalk Directory on a computer, without any dependent software, install only the FactoryTalk Automation Platform on that computer.

For information about options in the FactoryTalk Directory Configuration Wizard, see the

RSView Supervisory Edition Installation Guide or the Installation Assistant on the

RSView Supervisory Edition installation CD

Installing RSView Supervisory Edition

If you plan to create and run a stand-alone application, you must install the FactoryTalk

Automation Platform and the RSView SE software on the same computer For a

stand-alone application, only data servers can be run on a separate computer

For a distributed application, you can choose to install all the RSView SE software, or just selected components, on participating computers For example, you might install only the RSView SE client software on computers run by operators Similarly, if you plan to

distribute server loads across the application, you might choose to install only the RSView

SE Server software on selected, server computers

For more information about installing RSView, and about the system requirements for

running the software, see the RSView Supervisory Edition Installation Guide.

Installing the communications software

How you plan to obtain data for an application will determine the type of communications

other software and devices that support OPC (OLE for Process Control) communications.Some of the benefits of these different options are described below

For more information about setting up communications for an RSView SE application,

Chapter 7, Setting up communications.

For information about installing RSLinx, see the RSView Supervisory Edition Installation Guide, and the RSLinx documentation.

When to use RSLinx Enterprise

For communications with Allen-Bradley local and remote devices, and particularly with

ControlLogix processors, RSView SE provides built-in support via RSLinx Enterprise

Use RSLinx Enterprise:

RSLinx Enterprise cannot perform online tasks such as uploading and downloading RSLogix ®

5000 files to a controller If you need to provide this capability, use RSLinx Classic.

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When to use RSLinx Classic

For communications with Allen-Bradley local and remote devices, or with a small number

of clients, RSView SE also provides built-in support via RSLinx Classic and RSLinx Gateway

Use RSLinx Classic when:

When to use RSLinx Gateway™

You must install an RSLinx activation key to enable RSLinx Gateway if:

SE client

SE Server You might want to do this for performance reasons, or to locate the OPC server physically close to the process

Communications with third-party local and remote devices

For communications with non-Allen-Bradley local and remote devices, RSView SE supports OPC (OLE for process control), a protocol used to connect RSView SE to communication devices via vendor-specific OPC servers RSView supports the OPC-DA 2.0 specification

OPC allows RSView SE to act as a client to other OPC servers, providing a way for RSView to retrieve tag values from third-party controller devices, such as Siemens or

Installing the necessary activation keys

The types of product licenses you require depends on the software you have installed, and how you intend to use it For information about the types of activation you might need,

and how to install activation, see the RSView Supervisory Edition Installation Guide.

Setting up the FactoryTalk Directory

FactoryTalk Directory is software that allows the parts of an application to find each other

on a computer, or on the network There are two types of FactoryTalk Directory:

You do not need to install an activation key to make RSLinx Classic work, provided you run RSLinx Classic on the same computer as the RSView SE Server.

„ FactoryTalk Local Directory manages applications that are confined to a single

computer, for example, RSView Supervisory Edition stand-alone applications

„ FactoryTalk Network Directory manages applications that can consist of multiple clients and servers on separate computers connected over a network, for example,

RSView Supervisory Edition distributed applications

For stand-alone applications, the Local Directory is set up automatically For distributed

applications, all computers participating in the application must be set up to point at the

same Network Directory computer

You can use the FactoryTalk Directory Server Location Utility to set up the FactoryTalk

Network Directory when you install RSView SE, or after the installation For details, see

Chapter 4, Setting up FactoryTalk Directory.

About security in FactoryTalk-enabled system

For RSView and other FactoryTalk-enabled applications, FactoryTalk Directory stores

information about which users are allowed to access the parts of a control system, from

which computers

To secure resources the FactoryTalk Directory manages, and to secure HMI project

components at run time, you must create accounts for application users, and then allow or deny them permission to access those resources

There are several steps involved in setting up security for the RSView application you

plan to develop For details, see Chapter 15, Setting up security.

To run the Water Samples application, or create a simple application in RSView Studio, in order to explore some of the features of RSView, you can log on to the FactoryTalk

Directory can use the administrative accounted created during installation For details, see

“Logging on to FactoryTalk”, below

Logging on to FactoryTalk

You are prompted to log on to the FactoryTalk Directory server, the first time you run a

FactoryTalk-enabled product after installing, or after restarting the computer For

example, if you restart the computer and then start RSView Studio, you are prompted to

log on after selecting a product type

Log on as a user with the necessary security privileges, at the FactoryTalk Directory that

manages the application For example, if you want to create or open a distributed

application in RSView Studio, you must be authorized to do so at the FactoryTalk

Network Directory

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If you are logging on directly after installing, use the administrative account you created

at the FactoryTalk Local or Network Directory, after installing the FactoryTalk

Automation Platform For more information, see the RSView Supervisory Edition Installation Guide.

If single sign-on is turned on, the user that logs on initially becomes the current FactoryTalk Directory user for that Windows session You will not have to log on again, to start any other FactoryTalk-enabled product in the same session, as long as

RSAssetSecurity services authorize the current user

Running in RSView demo mode

The RSView SE and RSLinx software you install must be licensed for full use However, you can run without activation keys, in demo mode, to get familiar with RSView SE before you start developing an application for production

When running RSView SE in demo mode, you can:

For information about activating the RSView and RSLinx software, see the RSView Supervisory Edition Installation Guide.

Exploring the Water Samples application

The Water Samples application is a fully functional example of a distributed application, which is shipped with RSView SE

After installing the software, you can explore the RSView development and run-time environments by opening the Water Samples application in RSView Studio, or running the Samples Water client

To open the application in RSView Studio

1 On the Windows Start menu, select Start, Programs, and then click RSView Studio

2 In the Product Type Selection dialog box, click SE Distributed, and then click Continue

If the RSView SE client is the first FactoryTalk-enabled product you run after restarting the computer, and you are prompted to log on using the RSView SE Client Login dialog box, you will not be logged on to FactoryTalk Directory, nor set as the single-sign-on user.

3 In the New/Open SE Distributed Application dialog box, click Samples Water, select

an application language, and then click Open

For information about working with RSView Studio and the editors, see Chapter 2,

Exploring RSView Studio.

To test a display in RSView Studio

1 In the Explorer window, right-click the display to view, and then click Open

2 On the View menu, click Test Display

3 To stop testing, on the View menu, click Edit Display

You can test only one display at a time in RSView Studio If you want to navigate between displays in the application, run it in the RSView SE client.

In RSView Studio,

use the Graphics

editor to view and

test displays in the

Water Samples

application.

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Running Water Samples in the RSView SE client

To start the Samples Water client

1 On the Windows Start menu, select Start, Programs, Rockwell Software, RSView Enterprise, and then click Samples Water

If the RSView SE client is the first FactoryTalk-enabled software you are running, after installing RSView or restarting the computer, you might be prompted to log on For more information, see “Logging on to FactoryTalk” on page 1-9

After the client starts, navigate through the Water Samples application using the buttons and touch zones provided on the screens

Creating and testing a new application

You can also create a simple, new application, to exercise some of the design- and time features of RSView SE Following are some steps to get you started

run-Create the application

First, create the application itself, and then add one HMI server or more

The HMI server stores project components (for example, graphic displays), and serves these components to clients The server also contains a database of tags, and performs alarm detection, and historical data management (logging)

To create a new distributed application

1 On the Windows Start menu, select Programs, and then click RSView Studio

2 In the Product Type Selection dialog box, click SE Distributed, and then click Continue

If RSView Studio is the first FactoryTalk-enabled software you are running, after installing RSView or restarting the computer, you will be prompted to log on For more information, see “Logging on to FactoryTalk” on page 1-9

3 In the New/Open SE Distributed Application dialog box, click the New tab

4 Type a name and description for the application, select an application language, and then click Create

The default language displayed in the New tab is the operating system language You can accept the default, or select any language that Windows supports, from the Language list

For more information, see Chapter 25, Setting up language switching.