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Contents
1 • Getting started with FactoryTalk View SE ..................................... 1–1
Welcome to FactoryTalk View Site Edition ...............................................................1– 1
About FactoryTalk systems.........................................................................................1– 1
FactoryTalk Services Platform ............................................................................1– 1
Finding more information about FactoryTalk services .......................................1– 2
FactoryTalk View Site Edition software.....................................................................1– 3
FactoryTalk View SE features.............................................................................1– 4
Quick start: setting up the software you need .............................................................1– 5
Step 1: Plan the layout of the network.................................................................1– 6
Step 2: Install the FactoryTalk Services Platform...............................................1– 7
Step 3: Install FactoryTalk View SE ...................................................................1– 7
Step 4: Select the connectivity options................................................................1– 7
Step 5: Install the necessary activation keys .......................................................1– 8
Step 6: Set up the FactoryTalk Directory ............................................................1– 9
Exploring the Samples Water application...................................................................1– 9
Creating a new FactoryTalk View SE application....................................................1– 11
Step 1: Create the application............................................................................1– 11
Step 2: Create a graphic display ........................................................................1– 13
Step 3: Test run the application in FactoryTalk View SE Client ......................1– 14
2 • Exploring FactoryTalk View Studio ................................................ 2–1
About FactoryTalk View Studio .................................................................................2– 1
About FactoryTalk Security permissions ............................................................2– 1
Opening an application in FactoryTalk View Studio..................................................2– 2
Resolving access problems to the HMI Projects folder.......................................2– 2
Opening the Samples Water application .............................................................2– 3
Parts of the FactoryTalk View Studio main window ..................................................2– 4
Menu bar..............................................................................................................2– 4
Toolbars ...............................................................................................................2– 4
Explorer ...............................................................................................................2– 5
Workspace ...........................................................................................................2– 5
Application tab ....................................................................................................2– 5
Communications tab ............................................................................................2– 6
Diagnostics List ...................................................................................................2– 6
Status bar .............................................................................................................2– 7
Workbook mode ..................................................................................................2– 7
Showing and hiding items in the main window ..................................................2– 8
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Working in the Explorer window................................................................................2– 8
Moving the Explorer window..............................................................................2– 9
Opening and closing folders ..............................................................................2– 10
Opening component editors...............................................................................2– 10
Creating and modifying components.................................................................2– 12
Adding components to an application ...............................................................2– 13
Naming components ..........................................................................................2– 14
Deleting, removing, and renaming components................................................2– 15
Techniques for working in editors ............................................................................2– 16
Gaining quick access to common operations ....................................................2– 16
Browsing lists and components .........................................................................2– 16
Supplying tag names..........................................................................................2– 16
Selecting and building commands.....................................................................2– 16
Building expressions..........................................................................................2– 17
Printing from FactoryTalk View SE .........................................................................2– 17
Selecting a printer..............................................................................................2– 18
Printing at run time ............................................................................................2– 18
3 • Planning an application................................................................... 3–1
Understanding the process you are automating ..........................................................3– 1
Planning the network layout........................................................................................3– 2
Choosing a Windows domain or workgroup.......................................................3– 2
Determining which computers you’ll need .........................................................3– 3
Planning communications ...........................................................................................3– 5
Determining how to access data ..........................................................................3– 5
Monitoring and controlling alarms..............................................................................3– 6
Planning an alarm monitoring and control system ..............................................3– 6
Advantages of using FactoryTalk Alarms and Events services ..........................3– 7
Traditional HMI tag alarms .................................................................................3– 8
Deciding when to use HMI tags..................................................................................3– 8
Designing the HMI tag database ........................................................................3– 8
Designing a dependable control system......................................................................3– 9
Planning how to secure the system......................................................................3– 9
Planning to use built-in system availability features .........................................3– 10
Setting up the run-time application ...........................................................................3– 11
Developing a hierarchy of graphic displays ......................................................3– 11
Creating templates to ensure consistency..........................................................3– 12
Applying visual design principles .....................................................................3– 12
Planning how to use trends................................................................................3– 13
Planning run-time language switching ..............................................................3– 13
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Designing a system that is easy to deploy and maintain...........................................3– 14
Designing the application for multiple users.....................................................3– 14
Integrating with other applications and customizing the system ..............................3– 14
4 • Setting up the FactoryTalk Directory ............................................. 4–1
About FactoryTalk Directory......................................................................................4– 1
FactoryTalk Directory in a networked system ....................................................4– 1
FactoryTalk Directory in a FactoryTalk View SE application............................4– 3
Local station applications ....................................................................................4– 3
Running network applications .............................................................................4– 4
Specifying the location of the FactoryTalk Directory server......................................4– 4
Setting up FactoryTalk Directory for local station applications..........................4– 7
What happens if the Network Directory server is unavailable....................................4– 7
Monitoring the Network Directory status............................................................4– 7
5 • Setting up security........................................................................... 5–1
About FactoryTalk Security services ..........................................................................5– 1
About the FactoryTalk Directory ........................................................................5– 2
Finding more information about FactoryTalk Security.......................................5– 2
Gaining initial access to a FactoryTalk system...........................................................5– 3
Logging users on to and off from FactoryTalk View SE............................................5– 4
Logging on to the FactoryTalk Directory............................................................5– 4
Logging on to FactoryTalk View Studio.............................................................5– 5
Logging on to a FactoryTalk View SE Client .....................................................5– 6
Deciding how to secure a FactoryTalk View SE application .....................................5– 8
Securing FactoryTalk View SE applications at run time ....................................5– 9
Securing FactoryTalk system resources ............................................................5– 10
Setting up FactoryTalk accounts in FactoryTalk View SE.......................................5– 11
Setting up accounts in the Runtime Security editor ..........................................5– 11
Removing All Users from the Runtime Security list.........................................5– 14
Specifying login and logout macros ..................................................................5– 15
Removing Runtime Security accounts ..............................................................5– 16
Setting up run-time security for HMI project components .......................................5– 16
Assigning security codes to commands and macros .........................................5– 16
Assigning security codes to graphic displays ....................................................5– 18
Assigning security codes to OLE objects ........................................................5– 18
Assigning security codes to HMI tags..............................................................5– 19
Other ways to control run-time access to an application ..........................................5– 20
Lock operators into the run-time environment ..................................................5– 20
Use the signature button to control user actions................................................5– 21
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About FactoryTalk Security accounts .......................................................................5– 21
About the All Users account..............................................................................5– 22
Specifying which users can set up security .......................................................5– 22
Choosing the types of accounts to use ......................................................................5– 23
Creating group accounts ....................................................................................5– 24
Setting up user and computer accounts .....................................................................5– 25
Creating computer accounts for network applications ......................................5– 26
Setting up system-wide policies................................................................................5– 27
Setting up security for FactoryTalk system resources ..............................................5– 29
Modifying FactoryTalk Security settings ..........................................................5– 29
Specifying which actions users can perform .....................................................5– 31
Organizing actions into groups..........................................................................5– 32
Understanding inherited permissions........................................................................5– 33
Breaking the chain of inheritance......................................................................5– 33
Using explicit permissions to override inheritance ...........................................5– 34
Performing secured tasks in FactoryTalk View SE ..................................................5– 35
6 • Working with network distributed applications ............................ 6–1
About FactoryTalk View Site Edition network distributed applications ....................6– 1
Parts of a network distributed application ...........................................................6– 2
About FactoryTalk systems .................................................................................6– 3
Finding more information about FactoryTalk services .......................................6– 4
Key network distributed application concepts ............................................................6– 4
FactoryTalk Network Directory ..........................................................................6– 4
FactoryTalk Security...................................................................................... 6– 4
HMI servers........................................................................................................6– 5
HMI projects.......................................................................................................6– 5
HMI clients.........................................................................................................6– 6
Areas ................................................................................................................ 6– 6
Absolute and relative references..........................................................................6– 7
System availability ..............................................................................................6– 9
Language switching...........................................................................................6– 10
Creating network distributed applications ................................................................6– 10
Adding areas and servers to a network distributed application.................................6– 11
Adding and deleting areas .................................................................................6– 11
Adding an HMI server......................................................................................6– 11
Adding a data server ..........................................................................................6– 13
Adding a Tag Alarm and Event Server .............................................................6– 13
Deciding when to use multiple servers..............................................................6– 13
Running multiple HMI servers ..........................................................................6– 14
Monitoring disk space on HMI servers .............................................................6– 15
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Setting up HMI server properties.............................................................................6– 15
Changing the name of the host computer ..........................................................6– 16
Choosing how the server starts..........................................................................6– 16
Setting up HMI server redundancy ..................................................................6– 17
Selecting startup and shutdown components.....................................................6– 18
Starting and stopping HMI server components manually ................................6– 19
Monitoring the status of an HMI server ....................................................................6– 20
Deleting HMI servers...............................................................................................6– 20
Deleting HMI server project files.....................................................................6– 20
Renaming and deleting network distributed applications .........................................6– 21
Backing up and restoring network distributed applications ..............................6– 22
7 • Working with network station applications................................... 7–1
About FactoryTalk View Site Edition network station applications ..........................7– 1
Parts of a network station application..................................................................7– 2
About FactoryTalk systems .................................................................................7– 3
Finding more information about FactoryTalk services .......................................7– 3
Key network station application concepts...................................................................7– 3
FactoryTalk Network Directory ..........................................................................7– 3
FactoryTalk Security...................................................................................... 7– 4
HMI servers........................................................................................................7– 4
HMI projects.......................................................................................................7– 5
HMI clients.........................................................................................................7– 5
Areas ................................................................................................................ 7– 5
Relative references ..............................................................................................7– 5
System availability ..............................................................................................7– 6
Language switching.............................................................................................7– 6
Creating network station applications.........................................................................7– 6
Adding areas and servers to a network station application .........................................7– 7
Adding and deleting areas ...................................................................................7– 7
Adding an HMI server........................................................................................7– 8
Adding a data server ............................................................................................7– 9
Adding a Tag Alarm and Event Server .............................................................7– 10
Monitoring disk space on HMI servers .............................................................7– 10
Setting up HMI server properties.............................................................................7– 11
Starting and stopping HMI server components manually ................................7– 11
Monitoring the status of an HMI server ....................................................................7– 12
Deleting HMI servers...............................................................................................7– 12
Deleting HMI server project files.....................................................................7– 13
Renaming and deleting network station applications................................................7– 13
Backing up and restoring network station applications.....................................7– 14
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Determing where the application is located ..............................................................7– 14
8 • Working with local station applications......................................... 8–1
About FactoryTalk View SE local station applications ..............................................8– 1
Parts of a local station application.......................................................................8– 2
About FactoryTalk systems .................................................................................8– 3
Finding more information about FactoryTalk services .......................................8– 3
Key local station application concepts ........................................................................8– 3
FactoryTalk Local Directory ...............................................................................8– 3
FactoryTalk Security...................................................................................... 8– 4
HMI servers .........................................................................................................8– 4
HMI projects........................................................................................................8– 5
HMI clients ..........................................................................................................8– 5
Relative references ..............................................................................................8– 5
Language switching.............................................................................................8– 5
Creating local station applications ..............................................................................8– 5
Importing a project into a new application..........................................................8– 6
Adding servers to a local station application ..............................................................8– 6
Adding a Tag Alarm and Event Server ...............................................................8– 7
Setting up HMI server properties...............................................................................8– 7
Selecting startup and shutdown components.......................................................8– 8
Monitoring the status of an HMI server ......................................................................8– 8
Renaming, deleting, and copying local station applications .......................................8– 9
About backing up and restoring local station applications................................8– 10
9 • Setting up communications............................................................ 9–1
About data servers.......................................................................................................9– 1
Using multiple data servers in an application......................................................9– 2
Setting up communications in FactoryTalk View SE.................................................9– 3
About FactoryTalk Security permissions ............................................................9– 4
Adding RSLinx Enterprise data servers to an application ..........................................9– 4
Setting up general properties ...............................................................................9– 5
Setting up RSLinx Enterprise data server redundancy........................................9– 6
Setting up support for FactoryTalk Alarms and Events ......................................9– 8
Deleting an RSLinx Enterprise data server .........................................................9– 8
Setting up communications for RSLinx Enterprise ....................................................9– 8
About the Primary and Secondary tabs ...............................................................9– 8
Adding OPC data servers to an application ................................................................9– 9
Setting up general properties ...............................................................................9– 9
Setting up OPC data server redundancy...........................................................9– 10
Setting up advanced properties..........................................................................9– 11
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Deleting an OPC data server .............................................................................9– 13
10• Working with tags .......................................................................... 10–1
About data server tags and HMI tags.......................................................................10– 1
Using direct referencing to eliminate duplication .............................................10– 2
Using the extended capabilities of HMI tags ...................................................10– 2
Using tag data in a FactoryTalk View SE application ..............................................10– 3
Setting up data server tags .................................................................................10– 4
Setting up HMI tags .........................................................................................10– 4
Specifying tag names where tag data is needed ................................................10– 5
Logging tag values.............................................................................................10– 5
Observing tag-related limits ..............................................................................10– 5
About tag references .................................................................................................10– 6
Absolute references ...........................................................................................10– 6
Relative references ............................................................................................10– 7
The home area ...................................................................................................10– 7
Parts of the Tag Browser...........................................................................................10– 8
Viewing tags in folders......................................................................................10– 9
Showing server names .......................................................................................10– 9
Finding tags in the home area..........................................................................10– 10
Searching for and selecting tags..............................................................................10– 10
Finding a tag or text string...............................................................................10– 10
Finding a list of all tags or text strings ............................................................10– 11
To find tags with Tag Browser ........................................................................10– 12
Selecting folders instead of individual tags.....................................................10– 12
Showing a tag’s properties ..............................................................................10– 13
Filtering tags ....................................................................................................10– 14
Creating, modifying, and importing HMI tags...............................................10– 15
Browsing for offline tags ........................................................................................10– 15
Browsing for offline tags from RSLinx Enterprise .........................................10– 16
Browsing for offline tags from RSLinx Classic ..............................................10– 16
Browsing for offline tags from other OPC servers ........................................10– 16
Working with HMI tags.......................................................................................10– 16
HMI tag types ..................................................................................................10– 17
Data sources for HMI tags .............................................................................10– 17
Organizing HMI tags .............................................................................................10– 18
Naming HMI tags...........................................................................................10– 18
Grouping HMI tags in folders ........................................................................10– 19
Viewing tag statistics.......................................................................................10– 19
Parts of the Tags editor ...........................................................................................10– 19
Accept and Discard buttons.............................................................................10– 20
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Form and spreadsheet ......................................................................................10– 21
Query box ........................................................................................................10– 21
Folder hierarchy...............................................................................................10– 21
Creating, modifying, and deleting HMI tags ..........................................................10– 21
Selecting a data source for an HMI tag...................................................................10– 23
Getting HMI tag data from a device................................................................10– 23
Getting HMI tag data from memory................................................................10– 24
Creating HMI tags without using the Tags editor..................................................10– 24
Creating tags in a third-party application ........................................................10– 25
Creating tags in other FactoryTalk View editors.............................................10– 25
Importing and exporting tags...........................................................................10– 25
Importing tags from a PLC database ...............................................................10– 25
Defining alarm conditions for HMI tags................................................................10– 27
Modifying HMI tag and alarm properties at run time ....................................10– 27
11• Setting up HMI tag alarms............................................................. 11–1
About HMI tag alarms ..............................................................................................11– 1
HMI tag alarm features......................................................................................11– 2
About FactoryTalk Alarms and Events .............................................................11– 2
Key HMI tag alarms concepts...................................................................................11– 3
Alarm thresholds for analog tags.......................................................................11– 3
Alarm states for digital tags...............................................................................11– 6
Alarm severity ...................................................................................................11– 7
Alarm messages.................................................................................................11– 7
Alarm log file.....................................................................................................11– 7
HMI tag alarm displays .....................................................................................11– 8
Alarm acknowledgment...................................................................................11– 10
Alarm suppression ...........................................................................................11– 11
Alarm functions in expressions .......................................................................11– 11
Acknowledge bit..............................................................................................11– 13
Handshake bit ..................................................................................................11– 13
Summary of steps for setting up HMI tag alarms ...................................................11– 14
Setting up general HMI tag alarm behavior ............................................................11– 15
Setting up alarm monitoring ............................................................................11– 15
Setting up alarm severities...............................................................................11– 16
Setting up alarm messages...............................................................................11– 17
Setting up alarm conditions for HMI tags...............................................................11– 20
Setting up alarms for HMI analog tags............................................................11– 21
Setting up alarms for HMI digital tags ............................................................11– 21
Modifying HMI tag and alarm properties at run time ....................................11– 21
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About FactoryTalk View SE alarm events..............................................................11– 22
Setting up HMI tag alarm logging ..........................................................................11– 24
Specifying where log files are stored or printed..............................................11– 25
Specifying when log files are created and deleted ..........................................11– 25
Setting up periodic logging to a central ODBC database................................11– 26
Exporting alarm log files manually to ODBC format ...................................11– 26
ODBC database schemas for HMI alarm logging ...........................................11– 27
Viewing HMI tag alarm log files ............................................................................11– 29
Alarm log file names .......................................................................................11– 30
Adding remarks to the alarm log file at run time ............................................11– 30
Suppressing alarm logging......................................................................................11– 31
Suppressing alarm printing..............................................................................11– 32
Creating an HMI tag alarm summary......................................................................11– 33
The parts of an HMI tag alarm summary ........................................................11– 34
Inserting headings............................................................................................11– 34
Choosing fonts.................................................................................................11– 35
Choosing colors and blink styles .....................................................................11– 35
Selecting buttons..............................................................................................11– 36
Choosing the data to show...............................................................................11– 37
Sorting and filtering at run time ......................................................................11– 38
Using tag placeholders to specify alarm information sources ................................11– 38
Running commands or custom programs for selected alarms ................................11– 39
Using the Execute button to run commands or programs ...............................11– 39
Using the Identify button to run commands or programs................................11– 42
Starting and stopping HMI tag alarm monitoring ...................................................11– 42
Ways to start HMI tag alarm monitoring.........................................................11– 42
Ways to stop HMI tag alarm monitoring.........................................................11– 43
12• Setting up FactoryTalk alarms...................................................... 12–1
About FactoryTalk Alarms and Events.....................................................................12– 1
Advantages in using FactoryTalk Alarms and Events services.........................12– 2
About traditional HMI tag alarms .....................................................................12– 4
Finding more information about FactoryTalk Alarms and Events....................12– 5
Key FactoryTalk Alarms and Events concepts .........................................................12– 6
Alarms and events .............................................................................................12– 6
Alarm servers.....................................................................................................12– 6
Level alarms ......................................................................................................12– 7
Deviation alarms................................................................................................12– 9
Digital alarms ..................................................................................................12– 10
FactoryTalk alarm and event displays .............................................................12– 10
Alarm priority and severity..............................................................................12– 11
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Alarm class ......................................................................................................12– 12
Alarm states .....................................................................................................12– 13
Alarm tags........................................................................................................12– 13
Alarm status tags .............................................................................................12– 14
Alarm messages...............................................................................................12– 14
Alarm audit, diagnostic, and history logs ........................................................12– 14
Summary of basic steps for setting up FactoryTalk alarms ....................................12– 15
Setting up system-wide alarm and event policies ...................................................12– 16
Securing access to FactoryTalk alarm information .........................................12– 18
Working with Rockwell Automation Device Servers.............................................12– 18
Setting up support for FactoryTalk Alarms and Events ..................................12– 19
Specifying a device-based alarm source..........................................................12– 20
Working with Tag Alarm and Event Servers ..........................................................12– 21
Setting up alarm priorities and history logging ...............................................12– 22
Setting up FactoryTalk tag-based alarms................................................................12– 23
Creating tag-based digital alarms ....................................................................12– 23
Creating tag-based level alarms.......................................................................12– 24
Creating tag-based deviation alarms................................................................12– 26
Viewing all tag-based alarms ..........................................................................12– 27
Setting up status tags for tag-based alarms......................................................12– 27
Setting up tag-based alarm messages ..............................................................12– 28
Adding variables to alarm messages ...............................................................12– 29
Specifying tag update rates..............................................................................12– 30
Setting up alarm and event history logging.............................................................12– 31
Defining an alarm and event log database.......................................................12– 31
Enabling alarm and event history logging.......................................................12– 32
Setting up alarm and event displays........................................................................12– 32
About the Alarm and Event graphic library ....................................................12– 33
Setting up an alarm and event summary..........................................................12– 33
Setting up an alarm and event banner..............................................................12– 35
About the alarm and event banner at run time.................................................12– 37
Using an alarm summary to monitor and respond to alarms ..................................12– 38
The parts of an alarm and event summary.......................................................12– 39
Acknowledging alarms ....................................................................................12– 40
Resetting latched digital alarms.......................................................................12– 41
Suppressing and disabling alarms....................................................................12– 42
Unsuppressing and enabling alarms ................................................................12– 42
Shelve or unshelve an alarm ...........................................................................12– 43
In the Unshelve Alarm dialog box, enter a comment to explain why the alarm is be-ing
unshelved and then click Unshelve. ......................................................12– 44
Working with alarm sources in the Alarm Status Explorer.............................12– 44
The parts of an alarm status explorer...............................................................12– 45
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Viewing alarm details......................................................................................12– 46
Unsuppressing and suppressing alarms ...........................................................12– 47
Disabling and enabling alarms ........................................................................12– 48
Viewing alarm and event history logs.....................................................................12– 49
The parts of an alarm and event log viewer.....................................................12– 49
Using tags to interact with alarms or obtain their status .........................................12– 51
Using FactoryTalk alarm functions in expressions .................................................12– 53
Retrieving information about the severity of alarms .......................................12– 53
Retrieving information about the number of alarms .......................................12– 54
Specifying the FactoryTalk alarm source in an expression.............................12– 55
What happens if the alarm source becomes unavailable .................................12– 56
Importing and exporting alarms ..............................................................................12– 58
About import and export formats ....................................................................12– 59
13• Setting up language switching ..................................................... 13–1
About language switching.........................................................................................13– 1
Text strings you can view in different languages at run time ...................................13– 2
Text strings you cannot view in different languages.........................................13– 3
Summary of steps for setting up language switching................................................13– 6
About FactoryTalk Security permissions ..........................................................13– 6
Setting up font support for Windows languages .......................................................13– 7
Enabling font support for additional Windows languages ................................13– 7
Selecting a language for a new FactoryTalk View application.................................13– 7
About the current application language.............................................................13– 8
Adding languages to an application ..........................................................................13– 8
Setting up a default application language .................................................................13– 9
Showing undefined text strings in the default language..................................13– 10
Exporting application text strings ...........................................................................13– 11
Troubleshooting export problems....................................................................13– 12
Export file formats...........................................................................................13– 12
Working with text strings exported to an Excel spreadsheet ..................................13– 13
Maintaining the format of the spreadsheet ......................................................13– 14
Modifying or translating text strings ...............................................................13– 15
Working with duplicate text strings.................................................................13– 16
Working with strings exported to a Unicode text file .............................................13– 17
File name and format.......................................................................................13– 17
Opening a Unicode text file in Microsoft Excel..............................................13– 17
Saving a Unicode text file in Microsoft Excel ................................................13– 17
Differences in format for Unicode files saved in Excel ..................................13– 18
Saving a Unicode text file in Notepad.............................................................13– 18
File schema......................................................................................................13– 18
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Working with pairs of double quotes ..............................................................13– 19
Working with backslashes and new-line characters ........................................13– 20
Importing translated or modified text strings..........................................................13– 20
Troubleshooting import problems ...................................................................13– 21
Setting up run-time language switching..................................................................13– 25
Using the Language command to switch languages........................................13– 25
Support for multiple languages in the graphic libraries ..........................................13– 26
Language support in new graphic libraries......................................................13– 26
Using the graphic libraries in a multi-language application............................13– 27
14• Setting up FactoryTalk system availability.................................. 14–1
FactoryTalk features that maximize system availability...........................................14– 1
Finding more information about system availability.........................................14– 2
Monitoring the status of application servers .............................................................14– 2
States for non-redundant and redundant servers................................................14– 4
States for redundant servers only.......................................................................14– 5
What happens if a non-redundant HMI server fails ..........................................14– 6
Monitoring the status of the Network Directory server ............................................14– 7
What happens if the Network Directory server is unavailable..........................14– 8
Redundancy as part of a system availability strategy ...............................................14– 8
Planning the layout of a redundant system........................................................14– 9
About FactoryTalk View SE system limits .....................................................14– 11
Activating FactoryTalk View SE in a redundant system ................................14– 12
Setting up redundant servers in FactoryTalk View SE....................................14– 12
Setting up a redundant HMI server pair ..................................................................14– 13
Specify the Network Directory on the secondary computer............................14– 13
Copy HMI project files to the secondary computer ........................................14– 14
Set up HMI server redundancy options ...........................................................14– 15
Replicate changes to the secondary HMI server .............................................14– 16
Determining the Active HMI server in a redundant pair ........................................14– 17
When an HMI server is ready to be active or standby.....................................14– 18
Specifying On Active and On Standby macros ...............................................14– 18
What happens if both servers become active...................................................14– 19
Switching the Active and Standby servers manually..............................................14– 20
About FactoryTalk Security permissions ........................................................14– 21
What happens when the primary HMI server fails .................................................14– 21
Failing over to the Standby secondary server..................................................14– 21
Switching back to primary, or staying with the Active server ........................14– 22
Notifying clients when switching back to the primary....................................14– 23
Modifying HMI tag and alarm properties at run time.............................................14– 23
Modifying HMI tag properties .......................................................................14– 23
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Modifying HMI tag alarm properties ..............................................................14– 26
Managing HMI data in an online redundant system ...............................................14– 29
Synchronize time clocks on redundant computers ..........................................14– 29
Centralize storage of diagnostic and alarm log data........................................14– 30
Determine which server will run events ..........................................................14– 30
Synchronize derived tags and data log files ....................................................14– 31
Monitoring network client and server connections .................................................14– 31
About network glitches....................................................................................14– 32
15• Logging system activity ................................................................ 15–1
About FactoryTalk Diagnostics ................................................................................15– 1
Summary of steps for setting up Diagnostics ....................................................15– 1
Finding more information about FactoryTalk Diagnostics ...............................15– 2
Key FactoryTalk Diagnostics concepts.....................................................................15– 2
Destinations .......................................................................................................15– 2
Message routing.................................................................................................15– 2
Message categories ............................................................................................15– 3
Setting up FactoryTalk Diagnostics in FactoryTalk View........................................15– 4
Setting up message routing................................................................................15– 5
Logging to a central database ............................................................................15– 5
Tracking system events in the Diagnostics List........................................................15– 7
Working with the Diagnostics List....................................................................15– 7
Viewing messages in the Diagnostics List ........................................................15– 8
Viewing FactoryTalk Diagnostics logs.....................................................................15– 9
16• Creating graphic displays ............................................................. 16–1
About graphic displays..............................................................................................16– 1
Importing and exporting graphic display XML files.........................................16– 2
About global object displays .............................................................................16– 2
Parts of the Graphics editor.......................................................................................16– 3
Viewing display contents in the Object Explorer..............................................16– 5
Viewing object properties in the Property Panel ...............................................16– 6
Techniques for working in graphic displays .............................................................16– 7
Zooming in and out............................................................................................16– 7
Setting up a display grid ....................................................................................16– 8
Using the toolbars..............................................................................................16– 8
Selecting objects ................................................................................................16– 9
Using shortcut menus to perform actions quickly .............................................16– 9
Techniques for working with graphic objects ...........................................................16– 9
Duplicating objects ..........................................................................................16– 11
Resizing and reshaping objects........................................................................16– 12
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Arranging objects ............................................................................................16– 13
Flipping objects ...............................................................................................16– 17
Rotating objects ...............................................................................................16– 18
Grouping objects..............................................................................................16– 19
Ungrouping objects..........................................................................................16– 19
Modifying grouped objects..............................................................................16– 20
Applying colors ...............................................................................................16– 21
Applying pattern styles and colors ..................................................................16– 21
Changing line properties..................................................................................16– 22
Naming graphic objects ...................................................................................16– 23
Assigning tags and expressions to objects.......................................................16– 23
Adding tooltips to graphic objects...................................................................16– 24
Using tag substitution to replace text strings...................................................16– 25
Creating a background for a display................................................................16– 26
Testing graphic displays..........................................................................................16– 27
Testing the appearance of objects in different states.......................................16– 27
Creating and working with global object displays..................................................16– 28
Creating global object displays........................................................................16– 28
Adding standard displays that contain reference objects.................................16– 29
About global object displays at run time .........................................................16– 29
Adding controller instruction faceplates to an application .....................................16– 30
Working with faceplates in the Graphics editor ..............................................16– 30
Using objects from the graphic libraries .................................................................16– 31
Location of library files ...................................................................................16– 31
Importing graphic files from third-party applications.............................................16– 31
Using bitmaps in a FactoryTalk View application ..........................................16– 32
When to use a bitmap ......................................................................................16– 33
Using the Image Browser to import images............................................................16– 33
To open the Image Browser, use one of these methods ..................................16– 34
Using placeholders to specify tag values ................................................................16– 35
Creating a tag placeholder ...............................................................................16– 35
Replacing tag placeholders using parameter files ...........................................16– 36
Replacing tag placeholders using parameter lists............................................16– 37
Setting up tag placeholders for global objects ........................................................16– 37
Defining tag placeholders for use in reference objects....................................16– 38
Modifying global objects that use tag placeholders ........................................16– 40
Setting up the appearance and behavior of a graphic display .................................16– 41
Setting up the properties of a graphic display .................................................16– 41
Setting up the run-time behavior of a graphic display.....................................16– 47
Setting up displays to open more quickly........................................................16– 50
Changing the default display settings..............................................................16– 50
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Docking displays to the FactoryTalk View SE Client window ..............................16– 51
Display command parameters for docking displays........................................16– 51
About the appearance and behavior of docked displays..................................16– 52
Closing docked displays ..................................................................................16– 54
Printing displays at run time ...................................................................................16– 54
17• Creating graphic objects ............................................................... 17–1
Types of graphic objects in FactoryTalk View SE ...................................................17– 1
About global objects..........................................................................................17– 2
Setting up the properties of graphic objects ..............................................................17– 2
Setting up properties common to all objects .....................................................17– 3
Creating the different types of drawing objects ........................................................17– 4
Drawing a rectangle or square ...........................................................................17– 4
Drawing a rounded rectangle.............................................................................17– 4
Drawing a polyline or polygon..........................................................................17– 5
Drawing an ellipse or circle...............................................................................17– 5
Drawing an arc or wedge...................................................................................17– 6
Changing the properties of drawing objects ......................................................17– 6
Creating text objects ..........................................................................................17– 7
Creating a panel .................................................................................................17– 8
Adding images into graphic displays ........................................................................17– 8
Placing images in graphic displays....................................................................17– 8
Adding images to an application .......................................................................17– 8
Importing images into graphic displays.............................................................17– 9
Pasting images into graphic displays.................................................................17– 9
Techniques for working with objects that use data ...................................................17– 9
Specifying tag names.........................................................................................17– 9
Determining which objects have input focus ..................................................17– 10
Using the keyboard to select objects that can take focus ................................17– 10
Removing objects from the tab sequence ........................................................17– 11
Creating the different types of push buttons ...........................................................17– 11
Creating button push buttons...................................................................17– 12
Creating momentary push buttons...................................................................17– 13
Creating maintained push buttons ...................................................................17– 15
Creating latched push buttons..........................................................................17– 16
Creating multistate push buttons .....................................................................17– 17
About the run-time error state .........................................................................17– 17
Creating interlocked push buttons ...................................................................17– 17
Creating ramp push buttons.............................................................................17– 18
Creating navigation push buttons ....................................................................17– 20
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Creating the different types of data display and input objects ................................17– 21
Using input objects to retrieve and send data ..................................................17– 22
Shortcut keys for retrieving and sending data .................................................17– 25
FactoryTalk View commands for retrieving and sending data........................17– 25
Parts of the on-screen keyboard.......................................................................17– 26
Creating numeric and string display objects....................................................17– 27
Creating numeric and string input objects.......................................................17– 27
Creating the different types of indicators................................................................17– 27
Setting up states for indicators.........................................................................17– 27
Setting up connections for indicators ..............................................................17– 28
Creating multistate indicators..........................................................................17– 28
Creating symbols .............................................................................................17– 29
Creating list indicators.....................................................................................17– 29
Creating the different types of gauges and graphs ..................................................17– 29
Using gauges to show limits............................................................................17– 29
Using graphs to compare values......................................................................17– 30
Creating gauges ...............................................................................................17– 31
Creating bar graphs..........................................................................................17– 31
Creating scales.................................................................................................17– 31
Using key objects to simulate keyboard functions..................................................17– 32
Creating the different types of key objects......................................................17– 32
Using the same set of keys with different graphic objects ..............................17– 33
Creating the different types of advanced objects ....................................................17– 33
Creating arrows................................................................................................17– 34
Creating tag labels ...........................................................................................17– 35
Creating time and date displays.......................................................................17– 35
Creating display list selectors ..........................................................................17– 35
Providing operator instructions in local message displays .....................................17– 36
Setting up local messages ................................................................................17– 36
Creating local message displays ......................................................................17– 37
Creating and restoring recipes.................................................................................17– 38
Creating a recipe object ...................................................................................17– 38
Restoring and saving recipe values at run time ...............................................17– 39
Creating control list selectors..................................................................................17– 42
Selecting states in a control list selector..........................................................17– 42
Using keys to scroll the list..............................................................................17– 42
Setting the Value tag........................................................................................17– 43
Creating control list selectors ..........................................................................17– 43
Creating piloted control list selectors......................................................................17– 44
Selecting states in a piloted control list selector..............................................17– 44
Using keys to scroll the list..............................................................................17– 45
Setting the Value tag........................................................................................17– 46
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Creating piloted control selectors ....................................................................17– 47
Specifying the text and value for each state ....................................................17– 47
Setting up connections for a piloted control list selector.................................17– 48
Creating the Alarm and Event objects ....................................................................17– 49
Creating global objects............................................................................................17– 49
Creating reference objects ...............................................................................17– 50
Using placeholders to specify values for global objects..................................17– 51
Adding global objects into the graphic libraries..............................................17– 51
Setting up the link properties of reference objects..................................................17– 51
LinkAnimation.................................................................................................17– 52
LinkConnections..............................................................................................17– 53
LinkSize...........................................................................................................17– 53
LinkToolTipText .............................................................................................17– 53
LinkBaseObject ...............................................................................................17– 54
Link properties of grouped reference objects ..................................................17– 54
Breaking links between reference and base objects ........................................17– 54
Working with OLE objects....................................................................................17– 55
Creating OLE objects ......................................................................................17– 55
Converting OLE objects.................................................................................17– 55
Working with ActiveX objects................................................................................17– 56
Attributes of ActiveX objects ..........................................................................17– 56
Creating ActiveX objects.................................................................................17– 57
Setting up ActiveX objects to interact with FactoryTalk View.......................17– 57
Setting up tools in the ActiveX toolbox ..........................................................17– 58
Deploying ActiveX components automatically at run time ............................17– 58
Working with Symbol Factory................................................................................17– 58
To open Symbol Factory: ................................................................................17– 58
To select a graphic:..........................................................................................17– 59
Manipulating the graphic:................................................................................17– 59
Using electronic signatures to authorize run-time changes.....................................17– 59
Securing tag writes, commands, and downloads.............................................17– 61
Creating signature buttons ...............................................................................17– 61
Securing objects in graphic displays ...............................................................17– 61
Tracking changes using FactoryTalk Diagnostics...........................................17– 62
18• Animating graphic objects ............................................................ 18–1
About animation in FactoryTalk View .....................................................................18– 1
Setting up animation for FactoryTalk View graphic objects ....................................18– 2
Linking animation to tag values ........................................................................18– 3
Linking animation to expressions......................................................................18– 3
Linking animation to actions .............................................................................18– 3
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Determining start and end points for a range of motion....................................18– 4
Defining the range of motion.............................................................................18– 4
Applying animation to object groups ................................................................18– 5
Testing animation ..............................................................................................18– 6
Viewing the animation applied to objects .........................................................18– 6
Copying or duplicating objects with animation.................................................18– 6
About global objects and animation ..................................................................18– 7
Creating effects using the different types of animation ............................................18– 7
Showing and hiding objects...............................................................................18– 8
Changing an object’s color ................................................................................18– 8
Changing the level of fill in an object .............................................................18– 11
Moving an object horizontally in a display .....................................................18– 12
Moving an object vertically in a display .........................................................18– 12
Rotating objects ...............................................................................................18– 12
Changing the width of an object......................................................................18– 13
Changing the height of an object.....................................................................18– 14
Setting up touch zones.....................................................................................18– 14
Creating a horizontal slider..............................................................................18– 14
Creating a vertical slider..................................................................................18– 14
Animating OLE verbs......................................................................................18– 15
Using index numbers to navigate to objects in a display ........................................18– 15
Checking an object’s index number ................................................................18– 16
How tab index numbers work..........................................................................18– 16
Creating a tab sequence ...................................................................................18– 17
Changing index numbers .................................................................................18– 18
Associating objects and displays with keys ............................................................18– 18
Setting up object keys......................................................................................18– 18
Setting up display keys ....................................................................................18– 20
Viewing the key list at run time.......................................................................18– 20
Setting up object-specific commands using keys ............................................18– 21
Animating ActiveX objects.....................................................................................18– 23
Connecting tags to an ActiveX object’s properties .........................................18– 24
Connecting tags to an object’s methods ..........................................................18– 26
Connecting tags to an ActiveX object’s events ...............................................18– 26
19• Setting up navigation..................................................................... 19–1
Designing a display hierarchy for an application......................................................19– 1
Setting up ways to move among displays .................................................................19– 2
Using commands to open, close, and switch displays.......................................19– 2
Choosing display types with navigation in mind...............................................19– 5
Reducing display call-up time ...........................................................................19– 6
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Setting up keys to run FactoryTalk View commands ...............................................19– 6
General rules governing precedence..................................................................19– 7
Precedence and the F1 key................................................................................19– 7
Precedence and embedded ActiveX objects......................................................19– 7
Precedence and embedded OLE objects ..........................................................19– 8
Keyboard shortcuts ............................................................................................19– 8
About navigation buttons ........................................................................................19– 10
How navigation buttons work..........................................................................19– 11
Creating a navigation button............................................................................19– 11
Viewing and clearing the navigation history...................................................19– 13
20• Creating expressions..................................................................... 20–1
About expressions .....................................................................................................20– 1
Where you can use expressions in FactoryTalk View SE.................................20– 1
Working in the Expression editor .............................................................................20– 2
Expression components .....................................................................................20– 3
Checking the syntax of an expression ...............................................................20– 4
Cutting, copying, and pasting expressions ........................................................20– 4
Formatting expressions......................................................................................20– 4
Using tag names and tag placeholders in expressions ..............................................20– 5
Specifying the area with a tag name..................................................................20– 5
Using tag placeholders to specify tag values.....................................................20– 5
Using constants in expressions..................................................................................20– 5
Using operators to modify values in expressions......................................................20– 6
Arithmetic operators ..........................................................................................20– 6
Relational operators...........................................................................................20– 7
Logical operators ...............................................................................................20– 7
Bitwise operators ...............................................................................................20– 8
Evaluation order of operators ............................................................................20– 9
Using built-in functions in expressions...................................................................20– 11
Math functions.................................................................................................20– 11
File functions ...................................................................................................20– 12
Time functions.................................................................................................20– 13
Tag functions ...................................................................................................20– 15
Security functions ............................................................................................20– 17
Language function ...........................................................................................20– 18
FactoryTalk alarm functions............................................................................20– 18
Using if-then-else logic in expressions ...................................................................20– 19
Nested if-then-else..........................................................................................20– 20
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21• Creating embedded variables ....................................................... 21–1
About embedded variables ........................................................................................21– 1
Inserting embedded variables....................................................................................21– 2
Creating numeric embedded variables ......................................................................21– 3
Creating string embedded variables ..........................................................................21– 5
Creating time and date embedded variables..............................................................21– 7
How embedded variables are shown at run time ......................................................21– 8
Numeric embedded variables ............................................................................21– 9
String embedded variables.................................................................................21– 9
Time and date embedded variables ...................................................................21– 9
How embedded variables are updated at run time ..................................................21– 10
22• Setting up data logging ................................................................. 22–1
About data logging....................................................................................................22– 1
Gathering tag data in data log models ...............................................................22– 1
Data log storage formats ...........................................................................................22– 2
ODBC database storage format and schemas ..................................................22– 3
Creating data log models...........................................................................................22– 5
Specifying the storage format............................................................................22– 6
Setting up log paths ...........................................................................................22– 7
Setting up and managing data log files..............................................................22– 8
Specifying when to log data ..............................................................................22– 8
Choosing the data to be logged..........................................................................22– 9
Logging data to ODBC data sources.......................................................................22– 9
Logging data to an existing ODBC data source ..............................................22– 9
Creating a new ODBC data source ................................................................22– 10
Setting up security to log data to a remote computer ......................................22– 10
Creating new files at run time .................................................................................22– 10
Using the DataLogNewFile command ............................................................22– 10
Switching log paths at run time...............................................................................22– 11
Setting up switching options............................................................................22– 11
Switching back manually to the primary path .................................................22– 12
Moving data from the secondary path .............................................................22– 13
Logging on demand.................................................................................................22– 13
Using the DataLogSnapshot command ...........................................................22– 14
Combining logging ..........................................................................................22– 14
Modifying existing data log models........................................................................22– 15
Changing log paths ..........................................................................................22– 15
Making run-time changes without modifying the model ................................22– 15
Starting and stopping data logging..........................................................................22– 16
Ways to start data logging ...............................................................................22– 16
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Ways to stop data logging ...............................................................................22– 17
23• Setting up trends............................................................................ 23–1
About trends ..............................................................................................................23– 1
Charting current versus historical data ..............................................................23– 1
Creating trend objects ...............................................................................................23– 2
Providing a name for the trend ..........................................................................23– 3
Setting up trend properties.................................................................................23– 4
Testing a trend ...................................................................................................23– 5
The parts of a trend ...................................................................................................23– 5
Chart ..................................................................................................................23– 6
Chart title ...........................................................................................................23– 6
X-axis.................................................................................................................23– 6
X-axis legend.....................................................................................................23– 7
Y-axis.................................................................................................................23– 7
Y-axis legend.....................................................................................................23– 7
Pens....................................................................................................................23– 7
Legends..............................................................................................................23– 8
Pen icons............................................................................................................23– 9
Pen markers .......................................................................................................23– 9
Value Bar.........................................................................................................23– 10
Trend chart styles ....................................................................................................23– 10
The Standard chart style ..................................................................................23– 11
The XY Plot chart style..................................................................................23– 11
Isolated graphing .............................................................................................23– 12
Plotting a value across the full width of the chart ...........................................23– 13
Choosing trend colors, fonts, lines, and legends .....................................................23– 14
Changing the trend highlight color..................................................................23– 14
Changing the trend object background............................................................23– 14
Showing a current value legend.......................................................................23– 15
Showing a line legend......................................................................................23– 16
Using shading to compare pens...............................................................................23– 16
Using overlays to compare real-time and historical data ........................................23– 19
Setting up snapshots and overlays ...................................................................23– 19
Using trend templates..............................................................................................23– 21
Applying a consistent appearance to trend charts ...........................................23– 21
Creating a set of different views for the same data .........................................23– 21
Returning to a standard display .......................................................................23– 21
Saving pen attribute data .................................................................................23– 21
Loading trend templates ..................................................................................23– 22
About the Trend graphic library ......................................................................23– 23
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Working with trends at run time .............................................................................23– 23
Collecting data in the background at run time.................................................23– 23
Selecting pens at run time................................................................................23– 25
Modifying trend properties at run time............................................................23– 25
Scrolling the trend chart at run time ................................................................23– 26
Showing the value of pens at various positions...............................................23– 27
Displaying the difference in pen values for two points ...................................23– 28
Zooming the trend chart ..................................................................................23– 29
Panning the trend chart ....................................................................................23– 29
Using the arrow keys .......................................................................................23– 30
Printing the trend chart ....................................................................................23– 30
Using overlays at run time...............................................................................23– 30
Fixing run-time errors......................................................................................23– 31
24• Adding logic and control............................................................... 24–1
About logic and control.............................................................................................24– 1
Creating and using derived tags ................................................................................24– 1
Parts of the Derived Tags editor ........................................................................24– 1
How to use derived tags.....................................................................................24– 3
Creating a derived tags component ...................................................................24– 3
Starting and stopping derived tags processing ..................................................24– 5
Setting up FactoryTalk View SE events ...................................................................24– 7
Parts of the Events editor...................................................................................24– 7
Creating an events component...........................................................................24– 9
Starting and stopping events processing..........................................................24– 10
Creating and using macros ......................................................................................24– 12
Macro syntax ...................................................................................................24– 12
Specifying parameters in a macro ...................................................................24– 14
Typing macro names that contain spaces ........................................................24– 14
Nesting macros ................................................................................................24– 15
Running macros...............................................................................................24– 15
Specifying user login and logout macros ........................................................24– 16
Creating client keys.................................................................................................24– 16
Running client key components ......................................................................24– 17
A• FactoryTalk View commands..........................................................A–1
Using commands in a FactoryTalk View SE application ..........................................A– 1
How to use commands........................................................................................A– 1
Using tag placeholders in commands .................................................................A– 2
Where commands run.........................................................................................A– 3
