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Replicate changes to the secondary HMI server
While the primary HMI server is active, you can modify HMI project
components, such as graphic displays, configuration files, and log files.
However, any changes you make on the primary server are not synchronized
automatically on the secondary server.
To synchronize server settings and contents, you must replicate changes
manually, from the primary to the secondary server. The replicate operation
copies the primary server’s configuration files, including settings in the
Components tab, to the secondary server.
For example, if an On Active and a Shutdown macro are selected for the
primary server, the settings will be replicated to the secondary. This means
that the same macros specified for the primary server will run when the
secondary server becomes active or shuts down.
Information that is not included in the replicate operation includes datalog
files generated at run time, the current value of HMI memory tags, retentive
tags, and the HMI tag alarm suppressed list.
HMI server replication is only available for redundant application server
pairs in a FactoryTalk View SE network distributed application.
For replication to succeed, the primary server must remain active and the
secondary server must remain on standby, for the duration of the replicate
operation.
For information about checking server states, see Monitoring the status of
application servers on page 351.
To replicate changes from the primary to the secondary server:
1. In FactoryTalk View Studio, in the Explorer window, right-click the
primary HMI server’s icon, and then select
Properties.
2. Click the Redundancy tab, and then click Replicate Primary to
Secondary.
Tip: The Replicate Primary to Secondary button is available
only if the primary server is active when you select the
Redundancy tab.
Follow the instructions on screen. After replication is complete, the
secondary server is restarted.
At run time, either the primary or the secondary HMI server in a redundant
pair can be in an active or a standby state:
The Active server is actively providing data and services (for example,
Determining the
Active HMI server in
a redundant pair
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365
graphic displays and event processing) to connected clients.
The Standby server is ready to provide data and services to connected
clients, in the event that the Active server fails.
The primary and secondary servers communicate about their status, and
determine which server should be active, and which should be standby, based
on redundancy options set up in the primary server’s Properties dialog box.
If you select the option, Switch over to the primary server when it
becomes active, the redundant server pair will agree that, whenever it is
ready, the primary server will always become the Active server.
If you select the option, Continue to use the secondary server when the
primary server becomes available again, the redundant server pair will
agree that the currently Active server will always remain active.
For information about setting up redundancy for an HMI server, see Set up
HMI server redundancy options on page 362. For information about other
server states, see Monitoring the status of application servers on page 351.
When an HMI server is ready to be active or
standby
Application servers become active or standby only when they are ready, that
is, when they are capable of accepting and processing requests from
connected clients.
An HMI server is considered to be ready when:
The server is able to provide project components, such as graphic
displays and macros.
The server is able to receive and run commands.
HMI tag and HMI tag alarm services are started and completely
initialized.
All alarmed HMI tags are on scan and ready to detect alarms.
HMI tag alarm state synchronization is finished. For more information,
see Synchronize time clocks on redundant computers on page 376.
For information about when other application servers (RSLinx Enterprise
data servers, for example) are ready to be active or standby, see the product
documentation, or see Help.
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Specifying On Active and On Standby macros
In the primary HMI server’s Properties dialog box, in the Components tab,
you can select to run macros when the primary server becomes active or
standby.
For example, you might specify an On Active macro that contains commands
to run a certain event component and data log model, when the server
becomes active.
Then, you might use the On standby macro to stop those components, when
the server becomes standby.
In the Components tab, you can also start and stop components manually, on
both the primary and the secondary HMI server. For details about options in
the Components tab, click Help.
Tip: If an On Active macro contains many commands (or
other macros), it might not finish running before the HMI
server is finished becoming active. This means that the
macro might still be running, when the server is ready to
accept requests from clients.
Ensuring that macros finish running:
If the Active HMI server in a redundant pair fails while a command or macro
is running, the command or macro stops running, during failover to the
Standby server.
You might have to re-run the command or macro when the failover process
finishes, and the Standby server becomes active.
What happens if both servers become active
If a network disconnection breaks communications between the primary and
secondary HMI server computers, it is possible for both servers to be in an
active state, when the network is restored.
In a partitioned network, for example, where a switch exists between the
primary and secondary host computers, clients on the primary server side of
the switch would remain connected to the Active primary server, when a
network break occurs.
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Meanwhile, on the secondary server side of the switch, the secondary server
would detect that the primary server has failed, and become active. Clients
on that side of the switch would connect to the newly Active secondary
server.
When the network is restored, if redundancy options are set up to continue
using the Active secondary server, then both the primary and the secondary
HMI servers would remain active.
If that happens, the HMI servers would use the following criteria to
determine whether the primary or the secondary server should be active:
If one HMI server in the redundant pair has more clients connected to
it, then the server with the most clients will become the Active server.
The server with the least clients will become the Standby server, and
the clients connected to this server will reconnect to the new, Active
server.
If the HMI servers have an equal number of clients connected them,
the primary server will become active, and the secondary server will go
on standby.
Determining which HMI tag alarm state to use
During the network disconnection, HMI tag alarm states are maintained at
both the Active primary and the Active secondary HMI server.
When the network is restored, after the HMI servers determine which server
will be active, the following criteria are used to determine which alarm states
to retain:
Most recent user input to alarm information
—
if the time stamp for
most recent user input is the same at both servers, use the number of
alarm transactions.
Number of alarm transactions
—
if the number of alarm transactions is
the same at both servers, use the greatest interval between the first and
last transaction.
Greatest interval between first and last alarm transaction
—
if the
interval between the first and last transaction is the same at both
servers, use the most recent transaction.
If all alarm state criteria are the same at the primary and secondary HMI
servers, the state of HMI tag alarms on the primary server is used at the new,
Active HMI server.
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When the Active HMI server in a redundant pair fails, the system fails over
automatically to the Standby server, as long as it is ready and able to provide
service.
If the system fails over to the secondary server, and the secondary server
becomes active, when service is restored to the primary server, either the
system will switch back automatically to the primary server, or the secondary
server will remain active.
This depends on the switchback option you have selected in the Redundancy
tab of the primary HMI server’s Properties dialog box. (You can also select a
switchover option in the Server Status dialog box.)
If you select the option, Continue using the secondary server even when
the primary server becomes available again, then the secondary server will
remain active, unless you manually switch the Active and Standby servers.
Tip: If you select the switchover option, Switch over to the
primary server when it becomes available, you cannot
switch the Active and Standby servers manually.
To switch the Active and Standby HMI servers:
1. In FactoryTalk View Studio, in the Explorer window, right-click the
HMI server’s icon, and then select
Server Status.
2. In the Server Status dialog box, click Switchover.
The Server Status display should reflect the switch, for both servers.
Tip: If the server currently on standby is not ready to become
active, then the manual switchover will not occur. For
information about when an HMI server is ready, see
When an HMI server is ready to be active or standby on
page 365.
About FactoryTalk Security permissions
To switch the Active and Standby servers manually, users must have
permission to perform the switch operation, under User Rights Assignments
for the system.
To set up the User Rights Assignment for switching servers:
1. In FactoryTalk View Studio, in the Explorer window, open the System
folder.
2. In the System Policies folder, double-click User Rights Assignments.
Switching the
Active and Standby
servers manually
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369
3. Under Manage Servers, click Manual server switchover, and then click
the Browse button in that row, beside Configure Security.
4. Select the Allow check box, beside users you want to give permission
to switch servers.
For information about FactoryTalk Security, see Setting up security on page
85.
Following are some conditions that might cause the primary, Active HMI
server in a redundant pair to fail:
The HMI server is shut down with its host computer, from the Start
menu.
The HMI server is shut down using the FactoryTalk View SE Service
Manager. For information about this tool, see the FactoryTalk View
Site Edition Installation Guide.
The HMI server is disconnected from the network. For information
about how the system monitors network connections, see Monitoring
network client and server connections on page 378.
The HMI server is found to be unhealthy, because an essential service
has stopped functioning.
The HMI server’s host computer has a power failure.
Within five seconds, Diagnostic messages are logged at connected client
computers, notifying operators of the server failure.
Failing over to the Standby secondary server
When the primary HMI server in a redundant pair fails, the system
automatically fails over to the secondary server.
If the secondary server is on standby, and ready to become active, it becomes
the Active server. If the secondary server is unavailable, the HMI server is
taken out of service.
Clients that were connected at the time of the failure, start using the Active
secondary server within 30 seconds of it becoming active.
Clients will only connect to an Active server.
If for some reason the secondary server cannot finish becoming active, then
the server is taken out of service. For information about when an HMI server
becomes active, see Determining the Active HMI server in a redundant pair
on page 364.
What happens when
the primary HMI
server fails
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Tip:
If both primary and secondary servers become active,
then the servers decide which will be the Active server.
For more information, see What happens if both servers
become active on page 366.
Switching back to primary, or staying with the
Active server
When service is restored at the primary server, either the system will switch
back to the primary server automatically, or the secondary server will remain
active.
This depends on the switchover option you select in the Redundancy tab of
the HMI server’s Properties dialog box. For details options in the Properties
dialog box, click Help.
Tip:
You can also select a switchover option in the Server
Status dialog box.
Continuing to use the secondary server
If you select the switchover option, Continue using the secondary server
even when the primary server becomes available again, the secondary
server will remain the Active server, even if the primary server is ready.
Use this option if want to be able to choose when to switch back to the
primary server. When you are ready, you can manually change the Active
and Standby servers. For more information, see What happens if both servers
become active on page 366.
Clients will remain connected to the healthy Active server, until you perform
the manual switchover, or until the currently Active secondary server fails.
If the Active secondary server fails, as long as the primary server is on
standby and ready to provide service, then the primary server will become
the new, Active server.
Switching back automatically to the primary server
If you select the switchover option, Switch over to the primary server
when it becomes available, the system will switch back automatically, from
an Active secondary to a restored primary server.
Connected clients will switch back to the Active primary server, as soon as it
is ready.
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