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Getting started with FactoryTalk View SE Chapter 1

Rockwell Automation Publication VIEWSE-UM006K-EN-E

For detailed installation instructions, and for information about deploying

Site Edition network distributed, network station, and local station

applications for production, see FactoryTalk View Site Edition Installation

Guide.

Step 1: Plan the layout of the network

The layout of the network is particularly important to the design of a network

distributed application.

The type and structure of the network can determine which roles

participating host computers will play, including whether any of the servers

will run as redundant pairs.

If you are planning a network application that uses more than 10 computers,

you must use a network domain controller. For network distributed

applications consisting of 10 computers or fewer, you can use a Windows

workgroup.

Note:

Do not run FactoryTalk Directory, or any other application

software, on the same computer as a Windows domain

controller.

Step 2: Install FactoryTalk Services Platform

FactoryTalk View applications depend on FactoryTalk software, such as

FactoryTalk Directory, to run. During the FactoryTalk Services Platform

installation, the FactoryTalk Network Directory and Local Directory are set

up automatically on the computer.

Tip: If you plan to run only the FactoryTalk Directory server

on a computer without any dependent software, install

only the FactoryTalk Services Platform on the computer.

Step 3: Install FactoryTalk View SE

When you install the FactoryTalk View SE software, you can choose to

install all the components on one computer, or to install individual

components on separate computers on the network.

To develop or run a local station application, you must install the

FactoryTalk Services Platform and all the FactoryTalk View SE software on

one computer.

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Chapter 1 Getting started with FactoryTalk View SE

Rockwell Automation Publication VIEWSE-UM006K-EN-E

Tip:

In a local application, only OPC data servers can be run

on a separate computer.

To develop or run a network distributed or network station application, you

can install all the FactoryTalk View SE software, or just selected

components, on participating computers.

For example, you might install only the FactoryTalk View SE Client

software on computers run by operators. Similarly, to distribute server loads

across the application, you might install only the FactoryTalk View

SE Server software on server computers.

Step 4: Select the connectivity options

During the installation, you are prompted to select the connectivity options.

When to use RSLinx Enterprise

RSLinx Enterprise is a FactoryTalk Live Data server that can run on multiple

platforms, from PanelView Plus dedicated terminals to desktop computers.

For communications with Allen-Bradley local and remote

devices

—

particularly with Logix5000 controllers

—

RSLinx Enterprise is the

recommended data communications software for FactoryTalk View

applications.

When to use RSLinx Classic

RSLinx Enterprise is the preferred choice when using Logix controllers, but

there are some cases where Linx Classic must be used.

For example, install and use RSLinx Classic to serve data through DH+

(Data Highway +) networks, to support complex bridging and routing, and to

support unsolicited messaging from a controller to RSLinx.

With RSLinx Classic, you can also create alias topic shortcuts and perform

online tasks such as uploading and downloading RSLogix 5000 files.

Communicating with third-party local and remote devices

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

FactoryTalk View SE supports OPC, a protocol used to connect to

communication devices via vendor-specific OPC servers.

OPC enables FactoryTalk View to act as a client to other OPC servers. This

means that FactoryTalk View can use third-party OPC servers to retrieve tag

values from third-party controller devices, such as Siemens or Modicon.

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Getting started with FactoryTalk View SE Chapter 1

Rockwell Automation Publication VIEWSE-UM006K-EN-E

FactoryTalk View supports the OPC-DA(Open Platform Communications

Data Access) 2.05a specification.

Step 5: Install the necessary activation keys

The types of product licenses you require depend on the software you have

installed, and how you intend to use it.

For information about the types of activation you might need, and how to

install activation keys, see the FactoryTalk View Site Edition Installation

Guide.

Running FactoryTalk View SE without activation

The FactoryTalk View SE and RSLinx software you install must be licensed

for full use.

If for some reason activation is unavailable, the software can run unlicensed

for a grace period of up to seven days. This provides time to correct any

problems, without disrupting critical applications.

If activation is restored within the seven days, normal operations will resume.

If activation remains unavailable when the grace period expires, the

FactoryTalk View SE software will run in demo mode.

With a Site Edition network distributed application in demo mode, you can:



Create or load up to five HMI servers locally in FactoryTalk View

Studio.



Create or load up to five graphic displays per HMI server.



Run a local FactoryTalk View SE Client for up to two hours. Remote

clients cannot connect to an application in demo mode.



Import only the first graphic in each category from Symbol Factory.

Symbol Factory is a graphics library with over 5,000 quality graphic

images.

Step 6: Set up the FactoryTalk Directory

The FactoryTalk Directory centralizes access to resources and components,

such as graphic displays and tags, for all FactoryTalk products participating

in a control system.

There are two types of FactoryTalk Directory:

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Chapter 1 Getting started with FactoryTalk View SE

Rockwell Automation Publication VIEWSE-UM006K-EN-E



Local Directory manages applications that are confined to a single

computer, for example, FactoryTalk View SE local station

applications.



Network Directory manages applications that can consist of multiple

clients and servers on separate computers connected over a network,

for example, FactoryTalk View SE network distributed and network

station applications.

Both directories are configured on the computer, when you install the

FactoryTalk Services Platform. To use the Local Directory as part of a local

application, no further setup is required.

To use the Network Directory as part of a network application, you must set

up all participating computers to point at the same Network Directory

computer. For more information, see Setting up the FactoryTalk Directory on

page 77.

The InstantFizz application shipped with FactoryTalk View SE is a fully

functional example of a network distributed application.

To explore the FactoryTalk View SE development and run-time

environments, open the InstantFizz application in FactoryTalk View Studio

and launch the SE client.

Tip:

Before running the client, you need to download the

control logix project IF2_DEMO.ACD located at

\Documents and Settings\All

Users\Documents\RSView Enterprise\SE\HMI

Projects\InstantFizz_HMI to a programmable controller

or a SoftLogix controller.

To open the InstantFizz application

1. Start FactoryTalk View Studio, click View Site Edition (Network

Distributed), and then click Continue.

Exploring the

InstantFizz

application

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Getting started with FactoryTalk View SE Chapter 1

Rockwell Automation Publication VIEWSE-UM006K-EN-E

2. In the Existing tab, click InstantFizz, select an application language,

and then click Open.

In the illustration, the graphic display named Packaging and the undocked

Objects toolbar are open in the Graphics editor.

For information about working with FactoryTalk View Studio and the

editors, see Exploring FactoryTalk View Studio on page 41.

To test a display in FactoryTalk View Studio

1. In FactoryTalk View Studio, in the Explorer window, right-click the

display you want to test, and then click Open.

2. On the View menu, click Test Display. To stop testing, on the View

menu, click Edit Display.

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Chapter 1 Getting started with FactoryTalk View SE

Rockwell Automation Publication VIEWSE-UM006K-EN-E

To run the InstantFizz client

Open C:\Users\Public\Documents\RSView Enterprise\SE\Client and

double-click the IF_Client_1920x1080.cli file to run the application.

You can use the buttons and touch zones provided to navigate through the

application, view alarm summaries and so on. There is a Learning Mode

that highlights features in blue boxes as you navigate throughout the

application. To enable these feature highlights, on the menu, select More... >

Learning Mode. To hide, select More... > Demo Mode.

You can also create a simple, new application to exercise some of the

development and run-time features of FactoryTalk View SE. Following are

some steps to get you started.

Creating a new

FactoryTalk View

SE application

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Getting started with FactoryTalk View SE Chapter 1

Rockwell Automation Publication VIEWSE-UM006K-EN-E

Step 1: Create the application

First, create the application itself, and then add at least one HMI server.

The HMI server stores project components (for example, graphic displays)

and serves these components to clients. The server also contains a database

of tags, and performs alarm detection, and historical data management

(logging).

To create a new network distributed application

1. Select Start > All Programs > FactoryTalk View Studio.

2. In the Application Type Selection dialog box, click Site Edition

(Network Distributed), and then click Continue.

3. In the New/Open Site Edition (Network Distributed) Application

dialog box, click the New tab.

4. Type a name and description for the application, select an application

language, and then click Create.

The default language shown in the New tab is the operating system

language. You can accept the default or, in the Language list, select

any language that Windows supports. For more information, see

Setting up language switching on page 323.

After creating the application, you can add an HMI server to the root of the

application, or to another area in the application. For this example, add an

area to contain the new HMI server.

To add an area to the application

1. In FactoryTalk View Studio, in the Explorer window, right-click the

application icon, and then click New Area.

2. Type a name and description for the area, and then click OK.

To add an HMI server

1. In FactoryTalk View Studio, in the Explorer window, right-click the

area you just created, click Add New Server, and then click HMI

Server.

2. In the Add HMI Server Wizard, in the Select Operation window, click

Create a new HMI server, and then click Next.

For information about other options in the Select Operation window,

see Adding an HMI server on page 156.

Chapter 1 Getting started with FactoryTalk View SE

Rockwell Automation Publication VIEWSE-UM006K-EN-E

3. Type a name and description for the HMI server, and then click Finish.

For details about options in the Add HMI Server Wizard, click Help.

Tip:

If it’s set to display when you create a new HMI server,

the Add Controller Instruction Faceplates dialog box

opens. If you don’t want to add faceplates, click

Cancel

to close the dialog box, without affecting HMI server

creation. For more information about adding faceplates,

see Adding controller instruction faceplates to an

application on page 420.

Step 2: Create a graphic display

Adding an HMI server to an application also creates the HMI project, which

contains all of the editors and productivity tools you need to create and

modify application components.

For a list of editors and their functions, see Opening component editors on

page 51. For instructions about using the editors, click Help in the editor

dialog boxes.

For this example, use the Graphics editor to create a graphic display, and

then add a graphic object to that display.

To create a new display



In FactoryTalk View Studio, in the Explorer window, open the

Graphics folder, right-click the Displays icon, and then click New.

An untitled display opens in the workspace to the right of the Explorer

window.

To add a graphic object to the display

1. In the Graphics editor, on the Objects menu, click Drawing, and then

click Rectangle.

You can also click the button on the Objects toolbar that represents the

object you want to add.

For information about using the Graphics editor, see Creating graphic

displays on page 391 and Creating graphic objects on page 447.

2. Position the pointer where you want to draw the rectangle, click and

hold the left mouse button, and then drag the mouse down and to the

right.

Getting started with FactoryTalk View SE Chapter 1

Rockwell Automation Publication VIEWSE-UM006K-EN-E

3. Release the mouse button to place the rectangle on the display.

To save the new display

1. On the File menu, click Close.

2. Click Yes to save changes and close the display.

3. In the Save dialog box, type a name for the display, and then click OK.

Step 3: Test run the application in FactoryTalk

View SE Client

In FactoryTalk View Studio, you can only test one graphic display at a time.

To test navigating among displays, run the application in a FactoryTalk View

SE Client.

To run the new application you just created, create a FactoryTalk View

SE Client configuration file that specifies:



The type and name of the application the client will connect to.



The display to run initially, when the client starts. This can be the new

display you just created.

Tip: While you are developing an application, it is

recommended that you test run the application in a

FactoryTalk View SE Client at various stages. That way,

you can resolve issues that might occur only at run time.

To create a FactoryTalk View SE Client configuration file

1. Select Start > All Programs > Rockwell Software > FactoryTalk

View > FactoryTalk View Site Edition Client.

2. In the FactoryTalk View SE Client Wizard, click New, and then follow

the instructions in the wizard.

For details about options in the FactoryTalk View SE Client Wizard, click

Help.

To run the FactoryTalk View SE Client

1. In the Completion Options window of the FactoryTalk View SE Client

Wizard, select Save configuration and open FactoryTalk View

SE Client now.

Chapter 1 Getting started with FactoryTalk View SE

Rockwell Automation Publication VIEWSE-UM006K-EN-E

2. Click Finish.

The graphic display you specified to run initially will open in the

FactoryTalk View SE Client window.

When you are finished testing, use the close button on the client’s title bar to

close the client window.

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