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Migrating Your HMI
 

Migrating Your HMI

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Thinking about migrating your existing HMI to a new system? This session will provide guidance on life cycle planning, replacement and migration options, and the programs and tools Rockwell Automation ...

Thinking about migrating your existing HMI to a new system? This session will provide guidance on life cycle planning, replacement and migration options, and the programs and tools Rockwell Automation provides to help you map the best path forward. Focus will be on current Electronic Operator Interface options and migration paths, with HMI software migration options also covered.

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    Migrating Your HMI Migrating Your HMI Presentation Transcript

    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Migrating your HMI
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 2 Agenda HMI Software Migrations Migration Planning HMI Product Overview and What’s New Migrating HMI Hardware
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Visualization Solutions 3 FactoryTalk® View Machine Edition FactoryTalk® ViewPoint FactoryTalk® View Site Edition Electronic Operator Interface HMI Electronic Operator Interface HMI Web HMI Add OnWeb HMI Add On Scalable Distributed HMI Scalable Distributed HMI PanelViewTM Plus and CompactPanelViewTM Plus and Compact Industrial Computers and Monitors Industrial Computers and Monitors
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition - What’s New v7.0 and Beyond
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition v7.0 Release – January 2013 Information Integration • Network View Site Edition Station • TrendX support for FactoryTalk Historian Machine Edition • FactoryTalk® VantagePoint Trend Active X support Information Integration • Network View Site Edition Station • TrendX support for FactoryTalk Historian Machine Edition • FactoryTalk® VantagePoint Trend Active X support Process Industry Support • Expanded System Topology Limits • ISA 18.2 Alarming Standard support for Shelving State • Remote Tag Based Alarming Commands Process Industry Support • Expanded System Topology Limits • ISA 18.2 Alarming Standard support for Shelving State • Remote Tag Based Alarming Commands Usability • Cross Reference / Find and Replace in View Studio • Gradient Shading and PNG Support Usability • Cross Reference / Find and Replace in View Studio • Gradient Shading and PNG Support 5
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition 8.0 Release Targeted for 2H CY2014 6 • Confirmation popup before action • New runtime security function and VBA support for User Groups - CurrentUserHasGroup() • Button enable / disable • Diagnostic message improvements - Capture value before change • Confirmation popup before action • New runtime security function and VBA support for User Groups - CurrentUserHasGroup() • Button enable / disable • Diagnostic message improvements - Capture value before change Run Time UsabilityRun Time Usability • Unattended Install • Client Install Portal • Allow remote View Studio administration of Network View Site Edition Station • Unattended Install • Client Install Portal • Allow remote View Studio administration of Network View Site Edition Station Install and Design Time UsabilityInstall and Design Time Usability • Ability to change severity levels of Tag Based Alarm from client screen. • Create infrastructure to tie Alarm Horn into Tag Based Alarming • Ability to change severity levels of Tag Based Alarm from client screen. • Create infrastructure to tie Alarm Horn into Tag Based Alarming Process SupportProcess Support • Windows 8 and Windows Server 2012 Support• Windows 8 and Windows Server 2012 Support CompatibilityCompatibility Release information subject to change
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition 8.0 Feature Details 7 Confirmation popup before action For all input actions (buttons, tag writes, data entry) enable a built in Confirmation popup to confirm operation before action is taken. New run-time security function and VBA support for User Groups - CurrentUserHasGroup() Enables checking of logged in user being assigned a Security Group to determine privileges instead of just looking at Security Code assigned to user. Button enable / disable Assign expression or tag to determine if button on screen is enabled or disabled as well as change icon, text, or text color to show enable or disable state. Diagnostic message improvements - Capture Value before change When changing a numeric value on an HMI Screen, the value before the change is captured in the same diagnostic message as the new value.
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition 8.0 Feature Details 8 Ability to change severity levels of Tag Based Alarm from client screen Specifically targeted to improve our PlantPAx Library of Process Objects, this feature allows a user to change the severity level manually from an HMI Screen or PlantPAx Faceplate. Create infrastructure to tie Alarm Horn into Tag Based Alarming For Tag Based Alarming, the user can associate an alarm horn sound file per priority. That sound will be heard from the Alarm Summary when the Alarm is active with the specified Priority.
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Site Edition 8.0 Feature Details 9 Unattended Install Building on the new install in 7.0, this feature allows users to use the “answers” entered during an initial install to perform further installs using a script or batch file. Client Install Portal From a client computer, open a web browser, enter the address for the View Site Edition Server, and a install portal will be displayed. Icons will be shown that can be selected to allow the user to “pull” the client install from the server to perform a local installation. Allow remote View Studio administration of Network View Site Edition Station Network View Site Edition Station was introduced in 7.0. This feature enables a user to use View Studio remotely from the Station instead of requiring it to be on the same computer.
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Machine Edition - What’s New V7.0 and Beyond
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk View Machine Edition v7.0 Release – January 2013 Extended Device Connectivity • Support for PanelView Plus 6 400/600 and Compact terminals • Access non-controller devices without consuming controller resources Extended Device Connectivity • Support for PanelView Plus 6 400/600 and Compact terminals • Access non-controller devices without consuming controller resources Usability • Simplified Installation • Cross Reference / Find and Replace in View Studio • Gradient Shading and PNG Support • Broaden application scope with new ActiveX controls and extended object functionality Usability • Simplified Installation • Cross Reference / Find and Replace in View Studio • Gradient Shading and PNG Support • Broaden application scope with new ActiveX controls and extended object functionality 11
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus What’s New
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Timeline 13 1993 2003 2009 2011 2013 2014 2015 2016 2017 PanelViewTM Standard PanelView Plus PanelView Plus Compact PanelView Plus 6 PanelView Plus 7 PanelViewTM 5000
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 7 14 Extend hardware offering PanelView Plus 7 standard model Complete line to support CompactLogixTM 5370 systems PanelView Plus 7 performance model FactoryTalk View Machine Edition New form factor Common to future IA operator interfaces Adapter plates for PanelView retrofit Target Release: 2nd Half CY2014 New Features WidescreensWidescreens New Display SizesNew Display Sizes ATEX (select models) ATEX (select models) Ethernet with embedded switch (DLR) Ethernet with embedded switch (DLR)
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 7 Models 15 PerformanceStandard 6.5”, 9”W, 10.4”, 12”W, 15”, 19” Low profile painted aluminum bezel Resistive touch screen with keypad options Ethernet with embedded switch X86 processor 1 GB Flash Memory / 512 MB RAM Windows CE 6.0 extended features DC and AC power options Targeted at larger / complex applications 4.3”W, 5.7”, 6.5”, 9”W, 10.4”, 12”W, 15” Low profile plastic bezel Resistive touch screen Ethernet with embedded switch and single Ethernet option on 4.3” to 10.4” ARM processor 512 MB Flash Memory / 512 MB RAM Windows CE 6.0 standard features DC powered Targeted for simpler / smaller applications
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. What’s New in the PVP6 Portfolio 16 PanelView Plus 6 400-600 Released in May 2013 PanelView Plus 6 Compact Released fully in April 2014
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 17 New PanelView Plus 6 400/600 Improved performance Enhanced user run-time experience Increased memory Advanced functionality in smaller size terminals Complementary to new CompactLogix 5370 controllers and the Midrange System
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 6 400/600 18 SD Card Removable AC Adapter USB (Device & Host) Serial Port Ethernet Port Power Input Easy Access Battery
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 6 400/600 ….How does this benefit users? 19 Enhance user experience during run-time operations Improve user experience with faster screen transition ~3x faster processor, 350MHz to 1GHz Up to 70% Performance Improvements Improve application run-time performance Windows CE 6.0 with 1GHz Processor No 32MB processing limit Store and execute larger graphical application files 4x system memory, 64MB to 256MB RAM 8x storage space, 64MB to 512MB Flash Improve viewability with new enhanced TFT display technology 50% or greater increase in brightness
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 6 Compact 20 The PanelView Plus 6 Compact product offering is an extension of the PanelView Plus 6 portfolio – with selective features optimized for midrange applications and preferred connectivity to CompactLogix controllers. 4” and 6” available May 2013 10” available April 2014
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Midrange Architecture 21 Build the right solution for your Midrange Architecture with PanelView Plus 6 Compact 4”, 6”, and 10” display sizes Single controller connection RS232 and Ethernet communications Up to 25 displays Up to 200 alarms
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Plus 6 Compact 22 Now even more capable with PVP6 hardware enhancements and core feature set extension Faster processor, more RAM, more Flash storage Faster screen switching, even better user experience, do more! Remote Connectivity with FactoryTalk ViewPoint, VNC, and FTP Extend content to remote users Advanced features with ActiveX Controls Recipe management Datalogging to CSV file Email alarms View user manuals with PDF Viewer
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Feature Comparison 23 Features PVP Compact (Legacy) PVP6 Compact PVP6 Display Sizes 4", 6", 10" 4", 6", 10“ 4", 6", 7" 10", 12", 15" FTView ME v5.10 Optimized for Midrange 1 controller connection 25 screens 200 alarms v7.0 Optimized for Midrange 1 controller connection 25 screens 200 alarms v7.0 Full featured FTViewPoint - Y Y PDF Viewer - Y Y ActiveX Controls (Recipe, CSV Datalogger, Email) - Y Y VNC Server - Y Y FTP Server - Y Y Font Library - Y Y Backup / Restore - Y Y Video player - N Available on select models Microsoft Office Viewers - N Available on select models Internet Explorer - N Available on select models Remote Desktop Client - N Available on select models
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 24 Agenda HMI Software Migrations Migration Planning HMI Product Overview Migrating HMI Hardware
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 25 What is Lifecycle Extension & Migrations?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Rockwell Automation Product Lifecycle Status • In-stock • Current product • Full support • Supported • Low inventory • Last Time Buy • Well-defined migration • Not available new • No guarantees of service Many years Goal: 12-24 months Service Only Three Stages of Product Life Active Silver Discontinued Constant Awareness is Key to Lifecycle Planning
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. What we want you to know 27 A number of popular Rockwell Automation products are no longer produced or nearing the end of their production life. The following product families are no longer produced: Family 1336 (PlusII, Impact, etc.) 1395/1397 DC 1398 Ultra 100/200 1557 MV Drives / AutoMax PanelView “e” Reliance GV3000 Reliance FlexPak3000 Reliance SP600 PanelView Standard October 2010 March 2010 October 2010 Sept 2003 March 2009 July 2010 July 2010 July 2010 Dec 2012 The following product families are in mature phases with some products in Silver or beyond: 1771 I/O – 50% of platform 1326AB servo motors 1394 motion products 1785 controllers – 90% of platform 1746 & 1747 - SLC Reliance MD60, MD65, DC2, DC3, FlexPak Plus, Minpak Plus, SP 500 Discontinued
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Price vs Functionality Curves Functionality Cost “Low” Offering “Middle” Offering “High” Offering “Low” Offering “Middle” Offering “High” Offering
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Maintenance costs can approach or exceed the original purchase price Regulatory restrictions Hazardous substances (e.g. RoHS) Safety advancements Subject matter experts attrition Supply chain becomes fragile Technology shifts Diminishing demand Supplier mergers/failures 29 Why you need to migrate...... The “Legacy Challenge”
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Product Awareness Options 30 NEW Self-Service Web Lifecycle Notification IBE Assessment More Options to Meet your Objectives
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 31 www.ab.com/silver
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Assessment Option 32 Assessment Service Includes: MRO analysis including location & optimization recommendations Identification of automation obsolescence risks (RYG) Identification of product lifecycle status via plant hierarchy Benefit Provides clear understanding of MRO stocking and obsolescence risks and opportunities for better storeroom and migration planning
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Mitigation Tool 33 Solutions to buy you TIME to implement your migration strategy! Lifecycle Extension Agreement: options designed to minimize the risk of operating discontinued Rockwell Automation hardware as you migrate to newer technology!
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migration Solutions: Turnkey to Self-Serve 34 Self-Serve Tools & Programs Global execution of complete turnkey migrations with the power of Rockwell Automation standing behind you Integrators & Solution Providers Turnkey Solutions Global network of trusted systems integrators offering broad experience in Rockwell Automation technologies Programs & Tools developed by Rockwell Automation to help you expertly and quickly migrate to newer technology at your pace
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Phased Migration and an Extensive Migrations Toolkit StepForward’s broad range of conversion enablers allow you to proactively upgrade your automation systems over time, at a pace that makes sense for your unique applications and budgets. 35
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 36 Agenda HMI Software Migrations Migration Planning HMI Product Overview Migrating HMI Hardware
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 37 Software Migration Topics Competitive software conversions StepForward Migrating Panel applications FactoryTalk View Site Edition / Machine Edition 64-bit database conversion RSView32 to FactoryTalk View Site Edition migrations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Why migrate your HMI? 38 Platform evolution - operating system and PC Windows XP– MS support ends in 2014 Windows 7 is new Microsoft ‘standard’ 64-bit platform and operating systems becoming standard Plant expansion requires move to a larger system To new product, or larger license for same product Move to a more modern solution Want better integration with controllers Want new HMI features Connectivity to other systems Move from a competitor product
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Why migrate to FactoryTalk View Site Edition? Do I have to migrate - is RS®View32 going away? No! RSView32 will be supported as long as 32-bit systems are available However, there are no plans for RSView32 to support 64-bit operating systems If moving to 64-bit systems, you will need to either migrate to FactoryTalk View Site Edition or employ a solution such as virtualization Why would I want to move to FactoryTalk View Site Edition? Continued support for latest Microsoft operating systems Take advantage of data sharing and latest new features of Rockwell Automation core Integrated Architecture products Integration with FactoryTalk Historian Site Edition and Machine Edition, FactoryTalk AssetCentre, FactoryTalk VantagePoint, FactoryTalk ViewPoint…
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Benefits of migrating to FactoryTalk View Site Edition 40 Application development tools Redundancy FactoryTalk Live Data and Direct Referencing FactoryTalk Services Platform Audit trails and e-signature for regulatory compliance FactoryTalk ViewPoint Client-side VBA (client-stored and executed) Information product integration with FactoryTalk VantagePoint, Historian Machine Edition Secondary Server Secondary Server Primary Server Primary Server
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. RSView32 to FactoryTalk View Site Edition - Terms 41 System components to remember when moving to FactoryTalk View Site Edition Development environment RSView32 Works FactoryTalk View Studio Single station runtime system RSView32 Runtime FactoryTalk View Site Edition Station Distributed runtime system RSView Active Display Server FactoryTalk View Site Edition Server/Client
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. About FactoryTalk View Studio 42 FactoryTalk View Studio is the single development environment for both FactoryTalk View Site Edition and Machine Edition Is also the tool used to migrate RSView32 applications to FactoryTalk View Site Edition Four types of applications can be created in FactoryTalk View Studio Network Distributed (Site Edition) - multi-client, multi-server application with components running on different machines Network Station (Site Edition) – single-client application with all components running on one machine, but with the ability to connect to system components on remote machines Local Station (Site Edition) – single-client application with all components running on a single machine FactoryTalk View Machine Edition (Machine Edition) – application that runs on either a PanelView Plus terminal or on a PC running FactoryTalk View Machine Edition Station
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. How to migrate an RSView32 application to FactoryTalk View Site Edition 43 1. Create a FactoryTalk View Site Edition project Start FactoryTalk View Studio Select the type of application you want to create: Site Edition (network distributed or network station) or Site Edition (local) Click on the New tab, give the new application a name and create it:
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. How to migrate an RSView32 application to FactoryTalk View Site Edition 44 2. Add a new Area, and then create a new HMI Server in it Right-click on the application and select Add New Server > HMI Server In the HMI Server Wizard, select Import a project and click Next
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. How to migrate an RSView32 application to FactoryTalk View Site Edition 45 Click OK on this dialog Select RSView32 Project for Project type and browse to the converted RSView32 project that you are importing
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. How to migrate an RSView32 application to FactoryTalk View Site Edition 46 Provide a name for the new HMI Server and select the computer that will host the HMI server; click Finish to import the RSView32 application The RSView32 project is imported into FactoryTalk View Site Edition You will see displays and the tag database in the project
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. How to migrate an RSView32 application to FactoryTalk View Site Edition 47 Finishing steps Create a data server to communicate with the controller Convert or configure alarms – HMI tag alarms can be converted to FactoryTalk Alarms; controller-based alarms are available for use in View Site Edition through FactoryTalk Alarms and Events Configure startup components and create client files Convert graphics to use direct referencing Migrate functionality created with RSView32 VBA Create users and configure security Migrate RSView32 extension functionality Be aware of best practices in FactoryTalk View Site Edition Knowledge Base AID 37110 has links to many best practice documents, as well as patches and application notes
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. What is migrated? 48 Displays Animations Text Tags Alarms Expressions Libraries Images Parameter Files Recipes Derived Tags Events Macros Global Keys
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Utilities and tools available for migration 49 Alarm Migration tool Used to convert HMI alarms to FactoryTalk Alarms Converts alarm tags to a format usable by the FactoryTalk Alarms and Events server Available in Knowledge Base AID 45583 Tag Import and Export wizard Built into FactoryTalk View Studio Used to export HMI tag information to a .CSV file, which can then be: Imported into a FactoryTalk Alarms and Events server Edited using Excel, then re-imported into an application
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Utilities and tools available for migration 50 Legacy Tag Database Conversion utility Installed with FactoryTalk View v6.1 or 7.0 Also available in Knowledge Base AID 450509 Converts tag database from old (Watcom) format to new (SQL Server Express) format that supports 64-bit systems Allows you to import RSView32 project into FactoryTalk View on 64-bit machine HMI Tag to Direct Reference Converter Wizard Converts HMI tag database references in graphic objects to direct controller references Available in Knowledge Base AID 31289 Can be used with both View Site Edition and View Machine Edition
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating ActiveX controls 51 Determine whether you use ActiveX controls in your RSView32 project, and whether you still want to use them in FactoryTalk View Site Edition Native View Site Edition functionality may replace the ActiveX control ActiveX controls must be installed and registered on the FactoryTalk View Studio machine before migration If this is done, the ActiveX control and its property values should be retained during migration If this is not done, the ActiveX control and its configuration will be lost ActiveX control version is important – version installed on FactoryTalk View Studio machine must be the same as used in RSView32 project Back up your RSView32 program to retain the ActiveX property settings ActiveX controls may not function in FactoryTalk View Site Edition the same way they did in RSView32 – make sure to evaluate each control individually
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating ActiveX controls 52 Specific ActiveX controls: TrendX – will migrate with property settings intact Native RSView32 trend control will not migrate, must be re-created as TrendX Knowledge base AID 6948 has a comparison of the native trend control with TrendX to help eSignature – is not migrated to FactoryTalk View Site Edition eSignature – must be manually recreated Make note of native trend control property settings, configure TrendX RecipePro – interfaces directly with the RSView32 object model, and so will not migrate
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. VBA execution in RSView32 vs. FactoryTalk View Site Edition 53 VBA execution model in RSView32 VBA execution model in FactoryTalk View Site Edition HMI Server VBA HMI Tags HMI Tags VBA VBA HMI Client HMI Client HMI Client HMI Client HMI Server VBA executes on server, functionality based on HMI tag manipulation with no exposure to client graphical objects VBA executes on clients, functionality based on events from graphic objects
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating VBA 54 VBA is NOT migrated to FactoryTalk View Site Edition Some VBA can be re-used - object model references cannot be used as-is The way VBA is implemented and the object model is very different in RSView32 vs. FactoryTalk View Site Edition RSView32 VBA: VBA code in RSView32 runs on the server (server-side) – VBA code triggers actions that run on the server Most RSView32 VBA is used to manipulate or access the tag database VBA is triggered with VBAExec command FactoryTalk View Site Edition VBA: FactoryTalk View SE VBA runs on the client (client-side) and has a client-side object model VBA code in FactoryTalk View Site Edition runs independently on each client – the same display on 2 clients can be in different states, depending on user action FactoryTalk View Site Edition VBA is object-based, triggered by user actions on the client
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating VBA 55 If you do want to re-use VBA code, can export code modules from RSView32 and import into View Site Edition project for copy/paste Remember to use descriptive object names on displays to make VBA code more readable (e.g. btnTank1) To access tags in HMI tag database with VBA: RSView32 VBA uses the gTagDb object to access tags FactoryTalk View VBA requires a tag group to be created (and destroyed) to access tags Knowledge Base AID 51770 includes sample project with VBA and a lab manual – good example of migrating VBA code Many other tips and VBA code examples in the Knowledge Base
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Communications 56 FactoryTalk View Site Edition can use RSLinx Enterprise as its preferred data server RSLinx Enterprise provides optimized communications with all products in the Logix5000 controller family If using SLC-500 or PLC 5 controllers, use RSLinx Classic as data server Configure an OPC Data Server, can talk to RSLinx Classic or third party OPC Data Servers Best practice is to separate each server (data or HMI) in its own Area Will isolate the servers from one another Optimizes data update time on displays See Knowledge Base AID 29663 for more information Separating Servers into separate Areas will require device tag re- browsing to include Area and RSLinx Enterprise shortcut name in tag address
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Communications 57 If you want to import an RSView32 project into FactoryTalk View Site Edition and want comms to work without re-configuration of device tag addresses: Put HMI Server and Data Server in the same Area (not a recommended practice) Create RSLinx Enterprise controller Shortcut with same name as RSView32 Node Device tags will continue to work without address editing Make tag address editing easier by using the Tag Import and Export Wizard and editing tag addresses in Microsoft Excel
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Direct Referencing 58 HMI tag database Direct reference tags in FactoryTalk View Site Edition HMI Client HMI Client HMI Clients use HMI Device Tags in the the HMI tag database for communications with a controller. Both RSView32 and FactoryTalk View SE support HMI Device Tags. HMI Clients can use either HMI Device Tags or go directly to the controller with a Direct Reference Tag. HMI Memory Tags HMI Device Tags HMI Tag Database HMI Memory Tags HMI Device Tags HMI Tag Database
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Direct Referencing 59 FactoryTalk View SE provides device and memory HMI tags, just like RSView32 But it also provides direct referencing – allows objects on a display to make a direct reference to a tag in a controller, without going through the tag database Advantages to using direct referencing include: When tag edits are made in the controller, the edits do not need to be duplicated in the HMI tag database – objects reference the controller tags directly and bypass the HMI tag database Direct referencing provides access to complex tag data types in the controller, such as arrays and structures After migrating an RSView32 project to FactoryTalk View Site Edition, use the Direct Reference Tag Converter utility to convert HMI device tag references to direct controller references
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Users and Security 60 RSView32 users are not migrated to FactoryTalk View Site Edition Users (and user groups) must be manually created and configured after migrating an RSView32 project to FactoryTalk View Site Edition FactoryTalk View Site Edition security uses FactoryTalk users FactoryTalk users and user groups can be either FactoryTalk Directory-specific users or Windows-linked users, which use Windows Active Directory user accounts FactoryTalk users and user groups are shared by all FactoryTalk- based products, so only need to be created once
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Users and Security 61 Security in FactoryTalk View Site Edition is based on the FactoryTalk Services Platform Authenticates user identities Authorizes user requests for access to a resource FactoryTalk View Site Edition uses run time A-P security codes, just as RSView32 did Displays migrated to FactoryTalk View Site Edition from RSView32 retain their A-P security code However, users must be created and re-assigned those security codes in FactoryTalk View Site Edition
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Alarming 62 RSView32 supports only tag-based, or HMI alarms FactoryTalk View Site Edition has support for FactoryTalk Alarms and Events, which supports two types of alarms: Tag-based Device-based Tag-based alarming with FactoryTalk Alarms and Events offers the equivalent of HMI tag alarm monitoring, but with an expanded feature set Tag-based alarming is supported for Logix5000 controllers, PLC-5, and SLC-500 devices, or for third-party controllers Device-based alarms use built-in instructions that are programmed and downloaded to a Logix5000 controller. The controller detects alarm conditions and publishes alarm and event information to FactoryTalk Alarms and Events, which can then be displayed by View Site Edition Device-based alarms are available in RSLogix 5000 v16 or later
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk Alarms and Events 63 • Pre-built alarm instructions that are programmed in a Logix5000 project and then downloaded into a Logix controller. • The controller detects alarm conditions and publishes event information, which is routed through the system for display and logging. • Pre-built alarm instructions that are programmed in a Logix5000 project and then downloaded into a Logix controller. • The controller detects alarm conditions and publishes event information, which is routed through the system for display and logging. Device-Based Alarms • Software-based tag servers monitor data tags for alarm conditions and publish event information for display and logging. • Tag based alarm monitoring is supported by Logix controllers, PLC-5 controllers, SLC 500 controllers, or any third-party device through OPC Data Access (OPC-DA). • Software-based tag servers monitor data tags for alarm conditions and publish event information for display and logging. • Tag based alarm monitoring is supported by Logix controllers, PLC-5 controllers, SLC 500 controllers, or any third-party device through OPC Data Access (OPC-DA). Tag-Based Alarms FactoryTalk Alarms and Events can support information provided by two different types of alarm sources:
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. About Alarming in FactoryTalk View Site Edition 64 FactoryTalk Alarm and Events server must be added to a View Site Edition project View Site Edition best practice is to separate all servers into different Areas; create a separate Area for the Alarm and Events server The Alarm Migration tool converts View Alarm tags imported with an RSView32 project into a format that can be used by FactoryTalk Alarms and Events Export Alarm tags from RSView32 project Convert Alarm tags to FactoryTalk Alarms & Events format with Alarm Migration tool Import the converted Alarm tags into the FactoryTalk Alarms and Events server RSView32 alarm summary control is not migrated to FactoryTalk View Site Edition Manually convert the RSView32 alarm summary control to an alarm and event summary control FactoryTalk Alarms are automatically displayed in the alarm and event summary control
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Helpful links 65 RSView32 to FactoryTalk View SE Migration Guide – Lit Library Doc ID: FTALK-QR004A-EN-P Covers details on what does and does not convert, importing RSView32 app into FactoryTalk View Site Edition Knowledge Base articles 27708- RSView32 to View Site Edition Conversion Guidelines 46786 – How to convert an RSView project to FactoryTalk View Site Edition Distributed 51770 – Sample app showing VBA migration 70818 – FactoryTalk Alarms and Events with Win-911 57990 – FactoryTalk ViewPoint tips and best practices 40891 – FactoryTalk View Site Edition Server Redundancy Guidelines
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Helpful links 66 NEW! RSView32 to FT View Site Edition migration site http://campaign.rockwellautomation.com/hmi-home Collection of tools to help with decisions and process of migrating Many new videos there covering why you should think about migrating, technical tips and a demo of migrating an app, and success stories Link is available on the RSTechED mobile app
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 67 Software Migration Topics Competitive software conversions StepForward Migrating Panel applications FactoryTalk View Site Edition / Machine Edition 64-bit database conversion RSView32 to FactoryTalk View Site Edition migrations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Moving to a 64-bit system 68 RSView32 does NOT support 64-bit operating systems This is because the RSView32 tag database format does not support 64-bit Starting with version 6.1 of FactoryTalk View (Machine Edition and Site Edition), a new tag database format based on SQL Server was created to support 64-bit systems When moving from RSView32 to FactoryTalk View Site Edition, evaluate whether you will be moving to a 64-bit system If not going to 64-bit, simply import RSView32 into FactoryTalk View Site Edition Tag database is converted to new format when migrated to FactoryTalk View Site Edition v6.1 or later, no extra steps are required Resulting project can be used on 64-bit systems if needed
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. What’s up with the FactoryTalk View database format change? 69 Versions of FactoryTalk View Site Edition and Machine Edition prior to v6.1 could not operate on 64-bit operating systems Beginning with v6.1, HMI tag database changed to SQL Server 2008 R2 Express Allowed 64-bit operating system support This created migration challenges! Projects need their tag database converted before they can be used on 64- bit OS Legacy Tag Database Conversion Tool was created to convert DBs Tool does not convert any other component of project to v6.1 format! Rockwell KnowledgeBase – AID contains tech note and utility AID 450509 – FactoryTalk View SE and ME v6.1 Legacy Tag Database Conversion Tool
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Do I need to convert my tag database? 70 Pre-v6.1 projects for FactoryTalk View Site Edition and Machine Edition must be converted before they can be used on a 64-bit operating system RSView32 projects must also be converted before use on 64-bit OS Users not planning to use FactoryTalk View on a 64-bit OS do not need to convert the database FactoryTalk View v6.1 on a 32-bit OS will directly convert projects to SQL Server 2008 R2 Express
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Converting a pre-v6.1 FT View project 71 Install Legacy Tag DB Converter and run it Select project to be converted and export Legacy Tag Database .CSV files will be created in project folder Copy entire folder over to 64-bit machine Can use Application Manager to create archive .APA for Machine Edition project For Machine Edition .APA, first run Application Manager to restore project Run Legacy Tag DB Converter (installed with FactoryTalk View v6.1/7.0) Select FactoryTalk View Site Edition/Machine Edition application type and browse to project folder Tag DB is converted…can now open application in FactoryTalk View v6.1/7.0! 32-bit machine with pre-v6.1 FT View 32-bit machine with pre-v6.1 FT View 64-bit machine with v6.1 or 7.0 FT View
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Converting an RSView32 project 72 Install Legacy Tag DB Converter and run it Select RSView32 project to be converted and export Legacy Tag Database .CSV files will be created in RSView32 project folder Copy entire folder over to 64-bit machine, including .CSV files Run Legacy Tag DB Converter (installed with FactoryTalk View v6.1/7.0) Create FactoryTalk View tag DB in new format Select RSView32 application type and browse to project folder Tag DB is converted…can now import RSView32 project into FactoryTalk View SE v6.1/7.0! 32-bit machine with RSView32 32-bit machine with RSView32 64-bit machine with V6.1 or 7.0 FT View Site Edition
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Legacy Tag Database Conversion - Summary 73 Users who do not plan to use FactoryTalk View on a 64-bit OS do not need to use the utility! Opening a pre-v6.1 project in FactoryTalk View v6.1 or 7.0 on a 32-bit OS will automatically convert the tag database to SQL Server 2008 R2 Express Importing an RSView32 project into FactoryTalk View v6.1 or 7.0 (32- bit) will also automatically convert the tag database Users who are planning to use pre-v6.1 FactoryTalk View projects on a 64- bit OS are required to use the utility AID 450509 – FactoryTalk View Site Edition and Machine Edition v6.1 Legacy Tag Database Conversion Tool
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 74 Software Migration Topics Competitive software conversions StepForward Migrating Panel applications FactoryTalk View Site Edition / Machine Edition 64-bit database conversion RSView32 to FactoryTalk View Site Edition migrations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating PanelView Standard projects to PanelView Plus 75 Converting a PanelView Standard project to PanelView Plus is easy! Import the project into FactoryTalk View Studio. 80% of the time, no further modification is required. Conversion log is created to identify any features not supported by PanelView Plus 6.
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migrating a PanelView Standard project 76 Create a new FactoryTalk View Machine Edition project Select Import to import the project Select project type to import and browse to project Configure options – window size, font, text alignment, etc. Project is converted! Many knowledge base AIDs on what does/does not convert
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 77 Software Migration Topics Competitive software conversions StepForward Migrating Panel applications FactoryTalk View Site Edition / Machine Edition 64-bit database conversion RSView32 to FactoryTalk View Site Edition migrations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. StepForward to FactoryTalk View Competitor HMI 78
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. StepForward to PanelView Plus 6 Offers promotional incentives to upgrade/migrate Rockwell Automation equipment. How it Works: Order new products Request Return Authorization Return old products (in working order) Customer is issued a credit for new products Call your local Rockwell Automation Distributor for applicable products and credits. 79
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 80 Software Migration Topics Competitive software conversions StepForward Migrating Panel applications FactoryTalk View Site Edition / Machine Edition 64-bit database conversion RSView32 to FactoryTalk View Site Edition migrations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Competitive application conversions StepForward applies for any competitor migration Trade-in one for one license toward FactoryTalk View Site Edition Competitive Application Conversion Utilities For Wonderware InTouch and Intellution iFIX/FIX32 Not a complete conversion! Tag DB and displays convert, scripts and ActiveX do not Helps get conversion started For details talk to your distributor or RA sales 81
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 82 Agenda HMI Software Migrations Migration Planning HMI Product Overview Migrating HMI Hardware
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Value in Moving to an Integrated Architecture Solution Reduce development time Shared tag database with Logix Faceplates Global Objects Macros Connectivity Single database in managing tag changes Direct tag browsing Multi-Application Support (PVP 6) PDF, MPEG, Word, Excel, PPT and Image Viewer Support ActiveX Support (pre-installed) Internet Explorer Remote Connectivity - VNC, RDP, ViewPoint, FTP 83 • Manage inventory and upgrades with modular units: • Logic module • Display module • Communication modules • Additional Enhancements • Digital photographs and animation with bitmap support • Recipe Plus • Historical Trending • Data Logging
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Standard PanelView Standard announced Silver Series in January 2011 PanelViewE (2008) PanelView 300 & Micro (June 2012) DeviceNet Comms (June 2012) ControlNet Comms (Oct 2012) PanelView 550 (Dec 2012) PanelView 600 (Dec 2012) PanelView 1000 (Dec 2012) 84
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migration…… PVs Micro/300 discontinued JUNE 2012 85 Visit www.ab.com for Additional PanelView Standard Migration Information • PanelView Standard announced Silver Series in January 2011 • Remainder of PVs will discontinue sales in December 2012
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migration…… PV Std 550/600/1000 86 PV Plus 600 Keypad PV Plus 600 Keypad/Touch PV 550 Keypad PV 550 Keypad/Touch PV 1000 Keypad PV 1000 Touch PV Plus 400 PV 550 Touch PV 600 Touch Cutout Compatible PV Plus 600 Touch PV Plus 6 700 Keypad PV Plus 6 700 Keypad/Touch PV 600 Keypad PV 600 Keypad/Touch PV Plus 6 1250 Keypad or Keypad/Touch PV Plus 6 1250 Touch
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelBuilder32 to FactoryTalk View Machine Edition 87 1. Open your PanelView Standard application in FactoryTalk View Studio. 2. Save it as a PanelView Plus compatible application. 80% of the time, no further modification is required Conversion log in FactoryTalk View Studio identifies any features not supported by PanelView Plus 6 Typically may want to take advantage of the enhanced features and graphics available in PanelView Plus 6.
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.88 PanelBuilder32 Migration Guide Migrating PanelBuilder32 Applications Publication: 2711P-AP001A-EN-P PanelBuilder32 Migration to FactoryTalk View Machine Edition This document will provide guidelines and procedures for migrating a PanelView Standard terminal and applications to the PanelView Plus terminal platform. PanelView Standard
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Prosoft Ethernet/IP to Remote I/O or DH+ 89 ProSoft Part Number: AN-X-AB-DHRIO Ethernet/IP HMI Adapter to Remote I/O or DH+ Upgrade your HMIs without replacing your Control System From - - > To - - >
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PVP RIO & DNET - Configured Units New Remote IO Catalog Numbers 2711P-T7C1D2 PVP 7” Touch, DC, 128 MB, & RIO Card 2711P-T7C1D6 PVP CE 7” Touch, DC, 128 MB, & RIO Card 2711P-B7C1D2 PVP 7” Combo, DC, 128 MB, & RIO Card 2711P-B7C1D6 PVP CE 7” Combo, DC, 128 MB, & RIO Card 2711P-T10C1D2 PVP 10” Touch, DC, 128 MB, & RIO Card 2711P-T10C1D6 PVP CE 10” Touch, DC, 128 MB, & RIO Card 2711P-B10C1D2 PVP 10” Combo, DC, 128 MB, & RIO Card 2711P-B10C1D6 PVP CE 10” Combo, DC, 128 MB, & RIO Card 2711P-T12C1D2 PVP 12” Touch, DC, 128 MB, & RIO Card 2711P-T12C1D6 PVP CE 12” Touch, DC, 128 MB, & RIO Card 2711P-B12C1D2 PVP 12” Combo, DC, 128 MB, & RIO Card 2711P-B12C1D6 PVP CE 12” Combo, DC, 128 MB, & RIO Card 2711P-T15C1D2 PVP 15” Touch, DC, 128 MB, & RIO Card 2711P-T15C1D6 PVP CE 15” Touch, DC, 128 MB, & RIO Card 2711P-B15C1D2 PVP 15” Combo, DC, 128 MB, & RIO Card 2711P-B15C1D6 PVP CE 15” Combo, DC, 128 MB, & RIO Card • 16 new configured RIO catalogs units – DC Only – 128 MB Only (PVP and PVP CE) – Pre-assembled • 16 new configured DNET units – DC Only – 128 MB Only (PVP and PVP CE) – Pre-assembled – Similar catalog - replace C1 with C10 – 2711P-T7C1D2 changes to – 2711P-T7C10D2
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migration…….. PanelView Plus 7” to 15” 91 • PVP 7” to 15” (Windows CE 4.10 based) in Silver Series since January 2011 – End of Life : November 1, 2012 – Up to 5 year support (warranty/repair) after November 1, 2012 • PVP 7” to 15” (Windows CE 4.10 based) with RIO & DeviceNet – New Part Numbers to Support Installed Base – Expected EOL end of 2015 • PVP_6 7” to 15” (Windows CE 6.0 based) Migration is Easy….. – Mechanical Compatibility – Application Compatibility – More Performance for Less!
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 92 Migration…….. PanelView Plus 400/600 Effective January 2, 2013 Includes Compact 400/600 Noggin Updated Silver Series Letter Available Silver Date June 31, 2013 – ENET & Serial (Drop-in replacement) Dec 31, 2014 – DH+, DNET, RIO, CNET Available as configured terminal with communication card Silver Series Announcement
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PVP 6 700-1500 *(ENET/RS232/CNET/DH+) Jan, 2015 Jan, 2018July, 2013CY 2013, Q1Dec 31,2012 PanelView Timeline Overview • Subject to change based on parts availability • Repairs services available after transition period Old PVP 700-1500 (DNET/RIO) PV Standard Old PVP 700-1500 (ENET/RS232/CNET/DH+) Old PVP 400/600 (RIO/CNET/DNET/DH+*) Old PVP 400/600 (ENET/RS232) PVP 6 Compact PVP 6 400/600 (ENET/RS232)
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PanelView Migration Information 94 Migration Tools Migration Links Migration Solutions - Lifecycle Extension & Migrations http://www.rockwellautomation.com/solutions- services/capabilities/migration-solutions/overview.page On-Site Conversion & Migration Services http://www.rockwellautomation.com/services/onsite Legacy PanelView to PanelView Plus Catalog Conversion http://literature.rockwellautomation.com/idc/groups/literature /documents/ap/2711p-ap002_-en-p.pdf Migrating PanelView Standard Applications http://literature.rockwellautomation.com/idc/groups/literature /documents/ap/2711p-ap001_-en-p.pdf StepForward Incentives Program http://www.ab.com/stepforward/ ProSoft Ethernet/IP to Remote I/O or DH+ http://www.prosoft- technology.com/prosoft/products/stand_alone_gateways/ether net/ethernet_ip/an_x_ab_dhrio#
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Migration…….. InView Message Displays 95 • In Silver Series (as a Rockwell product) – announced in Nov. 2011 – End of Life : November 1, 2012 – Warranty/Repair support after November 1, 2012 • Product has been transitioned to Spectrum Controls – Initial Partner offering will be same form, fit, function of existing line – Partner will invest in improved displays, Comm modules and usability • Catalog number changes (example): Rockwell Cat # = 2706-P22R Spectrum Cat # = 2706-P22RSC
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Takeaways Rockwell Automation services and our Partner Network can assist you every step of the way There are many tools and resources to help with migration from RSView32 to FactoryTalk View Site Edition Ask about the StepForward program to make conversions from competitors or upgrades to new HMI software less expensive Use the application conversion utilities Migration… we want to help! 96
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Questions?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Thank you for participating! Please remember to tidy up your work area for the next session. We want your feedback! Please complete the session survey!
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. We care what you think! On the mobile app: 1. Locate session using Schedule or Agenda Builder 2. Click on the thumbs up icon on the lower right corner of the session detail 3. Complete survey 4. Click the Submit Form button 99 Please take a couple minutes to complete a quick session survey to tell us how we’re doing. 2 3 4 1 Thank you!!