Installation Instructions

FactoryTalk View Site Edition Installation Guide

Important user information
Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment
before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions
in addition to requirements of all applicable codes, laws, and standards.

Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by
suitably trained personnel in accordance with applicable code of practice. If this equipment is used in a manner not specified by the manufacturer,
the protection provided by the equipment may be impaired.

In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this
equipment.

The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated
with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and
diagrams.

No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this
manual.

Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited.

Throughout this manual, when necessary, we use notes to make you aware of safety considerations.

WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to
personal injury or death, property damage, or economic loss.

ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic
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Important: Identifies information that is critical for successful application and understanding of the product.

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Trademarks not belonging to Rockwell Automation are property of their respective companies.
 Table of contents

Preface  What’s in this Installation Guide? .....................................................................................9 

About the FactoryTalk View documentation .................................................................9 
What’s in this manual................................................................................................ 10 
Open FactoryTalk View manuals ........................................................................... 10 
Contact Rockwell Automation Technical Support .................................................... 10 
Legal Notices ....................................................................................................................... 11 

Chapter 1 

FactoryTalk View basics  What is FactoryTalk View SE? ........................................................................................ 15 

About the architecture of your FactoryTalk View system ................................. 15 
FactoryTalk View Studio Enterprise ...................................................................... 16 
FactoryTalk View SE Server ..................................................................................... 16 
FactoryTalk View SE Client .................................................................................... 17 
FactoryTalk View SE Station ................................................................................... 17 
FactoryTalk ViewPoint ............................................................................................. 18 
Stand-alone FactoryTalk Linx Server ..................................................................... 18 
Stand-alone FactoryTalk Directory Server ........................................................... 18 
FactoryTalk Services Platform......................................................................................... 19 
Connectivity........................................................................................................................ 20 
Installation package ........................................................................................................... 21 

Chapter 2 

Hardware, operating system, What can I install and run on one server? ..................................................................... 23 
Review hardware requirements ....................................................................................... 23 
and domain information 
Review operating system requirements .......................................................................... 24 
Operating system recommendations for application servers ............................. 25 
Set up the Windows domain or workgroup ................................................................. 26 
Domain controller requirements ............................................................................ 27 
About synchronizing time on application computers ........................................ 27 
Windows workgroup requirements........................................................................ 28 
Set up computers with names to be used in production............................................. 28 

Chapter 3 

Pre-installation Disable automatic Windows updates ............................................................................. 29 

Manually configure NICs and switch ports .................................................................. 30 
configuration 
Set up the NIC link speed and duplex ................................................................... 30 
Disable power saving for the NIC........................................................................... 31 
Disable or uninstall third-party firewalls ....................................................................... 31 
Remove Enhanced Security Configuration .................................................................. 31 
Set up Data Execution Prevention.................................................................................. 33 

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Remove unnecessary DCOM networking protocols .................................................. 33 

Chapter 4 

Install FactoryTalk View  Steps ...................................................................................................................................... 35 

Step 1: Prepare for the installation ................................................................................. 36 
Decide which components to install ...................................................................... 36 
About FactoryTalk Historian Connectivity......................................................... 37 
Step 2: Launch Setup wizard............................................................................................ 38 
Step 3: Customize product components ....................................................................... 39 
Step 4: Review and accept license agreements .............................................................. 40 
Step 5: Start the installation ............................................................................................. 41 
Step 6: Complete the installation ................................................................................... 43 
Step 7: Post-installation procedures ............................................................................... 45 
Specify the Network Directory server location .................................................... 45 
Install SE clients in a distributed system ........................................................................ 47 
Modify or uninstall FactoryTalk View .......................................................................... 48 

Chapter 5 

Activate FactoryTalk View About FactoryTalk Activation Manager ....................................................................... 49 

What happens if FactoryTalk View is not activated? ................................................. 49 
software 
Set up client computers to obtain floating activations ............................................... 50 
Ensure that network application components stay activated .................................... 50 
Borrow activations for development computers .......................................................... 51 
Activation keys for FactoryTalk View software components ................................... 51 
Sharing keys among multiple software components ........................................... 52 
Read-write versus view-only activations ................................................................ 52 

Chapter 6 

Deploy network distributed Overview of tasks................................................................................................................ 55 

Step 1: Back up the network distributed application.................................................. 55 
applications 
Back up RSLinx Classic configurations ................................................................. 56 
About FactoryTalk Directory System information............................................. 57 
Step 2: Restore the network distributed application .................................................. 58 
Restore RSLinx Classic configurations .................................................................. 58 
Step 3: Renew data server shortcuts, topics, and device paths................................... 59 
Step 4: Set up additional HMI server properties ......................................................... 60 
Specify the startup type ............................................................................................. 60 
Set up redundancy ...................................................................................................... 61 
Specify startup components ..................................................................................... 61 
Synchronize redundant HMI servers and projects .............................................. 62 
Step 5: Set up the FactoryTalk View SE Clients .......................................................... 63 
Create a FactoryTalk View SE Client file ............................................................. 63 
Copy existing FactoryTalk View SE Client files .................................................. 64 
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Lock operators into the run-time environment ................................................... 64 

Step 6: Run the FactoryTalk View SE Clients ............................................................. 65 

Chapter 7 

Deploy network station Overview of tasks................................................................................................................ 67 

Step 1: Move the network station application ............................................................. 67 
applications 
Step 2: Specify the Network Directory location .......................................................... 69 
Step 3: Move the application’s data server files ............................................................ 69 
Restore RSLinx Classic configurations .................................................................. 69 
Step 4: Specify data server host computer names......................................................... 70 
Step 5: Renew data server shortcuts, topics, and device paths................................... 71 
Step 6: Specify when HMI server components start or stop ..................................... 72 
How HMI server components start and stop ....................................................... 73 
Step 7: Set up the FactoryTalk View SE Client ........................................................... 73 
Create a FactoryTalk View SE Client file ............................................................. 73 
Lock operators into the run-time environment ................................................... 74 
Step 8: Run the FactoryTalk View SE Client ............................................................... 74 
Administer deployed applications .................................................................................. 75 

Chapter 8 

Deploy local station Overview of tasks................................................................................................................ 77 

Step 1: Move the local station application .................................................................... 77 
applications 
About restoring System information with the application ................................ 78 
Step 2: Move data servers and change their properties ............................................... 79 
Restore RSLinx Classic configurations .................................................................. 79 
Step 3: Specify OPC data server host computer names .............................................. 80 
Step 4: Specify when HMI server components start or stop ..................................... 80 
How HMI server components start and stop ....................................................... 81 
Step 5: Set up the FactoryTalk View SE Client ........................................................... 81 
Create a FactoryTalk View SE Client file ............................................................. 82 
Lock operators into the run-time environment ................................................... 82 
Step 6: Run the FactoryTalk View SE Client ............................................................... 83 
Administer deployed applications .................................................................................. 83 

Chapter 9 

Upgrade operating network Find out about features in the new product version ................................................... 86 
Upgrade a non-redundant network distributed application ..................................... 86 
distributed applications 
Example ........................................................................................................................ 87 
Part 1: Prepare for the upgrade ........................................................................................ 87 
Step 1: Prepare for the upgrade ............................................................................... 87 
Log on with administrative rights ................................................................... 87 
Record the names and passwords of administrative users .......................... 88 
Perform set-up tasks on application computers ........................................... 88 
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Step 2: Back up the deployed application .............................................................. 88 

Part 2: Perform upgrade of software components ....................................................... 89 
Step 3: Shut down all client computers.................................................................. 89 
Step 4: Upgrade the FactoryTalk Directory server .............................................. 89 
Step 5: Upgrade the HMI server ............................................................................. 89 
Step 6: Upgrade the data server ............................................................................... 89 
Step 7: Upgrade the engineering workstation ...................................................... 90 
Step 8: Migrate the application ............................................................................... 90 
Open the application in FactoryTalk View Studio ..................................... 90 
Verify FactoryTalk Linx shortcuts .................................................................. 91 
Test the migrated application .......................................................................... 91 
Step 9: Upgrade all run-time clients ....................................................................... 91 
Step 10: Test the migrated application .................................................................. 92 
Run the migrated application on upgraded clients ...................................... 92 
Verify that the system is functioning as expected......................................... 92 
Upgrade a redundant network distributed application .............................................. 92 
Example ........................................................................................................................ 92 
Part 1: Prepare for the upgrade ........................................................................................ 93 
Step 1: Prepare for the upgrade ............................................................................... 93 
Log on with administrative rights ................................................................... 93 
Record the names and passwords of administrative users .......................... 94 
Perform set-up tasks on application computers ........................................... 94 
Ensure that the latest application files are on the primary server.............. 94 
Step 2: Back up the application on Server #1 ....................................................... 94 
Part 2: Set up a temporary system and perform a partial upgrade ............................ 95 
Step 3: Set up a temporary upgrade system ........................................................... 95 
Disable HMI and data server redundancy in the original application ..... 96 
Copy the archive file to Server #2 ................................................................... 96 
Specify Server #2 as the Network Directory location ................................. 96 
Restore the application on Server #2 as the primary server........................ 97 
Specify Server #2 as the Network Directory location for Workstation #1
................................................................................................................................ 97 
Disable redundancy on Server #2 .................................................................... 97 
Disable alarm and event history logging ........................................................ 98 
Step 4: Upgrade Server #2 ........................................................................................ 98 
Step 5: Upgrade Workstation #1 ............................................................................ 98 
Step 6: Migrate the application ............................................................................... 98 
Open the application in FactoryTalk View Studio ..................................... 99 
Verify FactoryTalk Linx shortcuts .................................................................. 99 
Test the migrated application .......................................................................... 99 
Step 7: Upgrade selected run-time clients ............................................................. 99 
Install FactoryTalk View SE Client ................................................................ 99 
Specify Server #2 as the Network Directory location on client computers
.............................................................................................................................. 100 
Step 8: Test the migrated application .................................................................. 100 
Start Server #2 and wait for it to finish starting ......................................... 101 
Run the migrated application on upgraded clients .................................... 101 

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Verify that the system is functioning as expected....................................... 101 

Part 3: Upgrade remaining clients and restore redundancy..................................... 101 
Step 9: Upgrade remaining client computers ..................................................... 101 
Install FactoryTalk View SE Client .............................................................. 101 
Specify Server #2 as the Network Directory location on client computers
.............................................................................................................................. 102 
Step 10: Upgrade Server #1 .................................................................................... 102 
Install FactoryTalk View SE Server on Server #1....................................... 102 
Specify Server #2 as the Network Directory for Server #1 ....................... 103 
Step 11: Restore redundancy and finish upgrading ........................................... 103 
Enable HMI and data server redundancy .................................................... 103 
Enable alarm and event history logging........................................................ 104 
Confirm the status of primary and secondary servers ............................... 104 
Start all run-time clients .................................................................................. 104 

Appendix A 

FactoryTalk tools and utilities  FactoryTalk View tools ................................................................................................... 105 

FactoryTalk tools ............................................................................................................. 106 

Appendix B 

Common upgrade procedures  Install product updates.................................................................................................... 107 

Appendix C 

Install Microsoft IIS  Manually install IIS .......................................................................................................... 109 

About uninstalling IIS ..................................................................................................... 112 

Appendix D 

Use command-line Perform command-line installation ............................................................................. 113 

Command-line parameters............................................................................................. 113 
installation 
Examples ............................................................................................................................ 116 

Appendix E 

Troubleshoot KEPServer Set DCOM configuration for KEPServer Enterprise ............................................... 119
Enterprise 
 
Index 

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 7

 Preface

What’s in this Installation This manual describes the FactoryTalk View product and system, the tasks to be
performed on a system before installation, the detailed installation steps, how to
Guide? use FactoryTalk Activation to license the installed product, tasks for deploying
applications, and how to upgrade an existing system.

The contents of this Installation Guide appear in the order you would use during
installation on new or existing systems:

 FactoryTalk View basics describes the software components and layout of

the system (Chapter 1).
 Hardware, operating system and domain information identifies
requirements for the computers and operating systems (Chapter 2).
 Preparing for installation gives you the information you need to get your
computer systems ready for a new installation or an upgrade (Chapter 3).
 Installation procedures walk you through the screens you will see during a
complete installation (Chapter 4).
 Activating the software is required to get software license information onto
all the computers in your system (Chapter 5).
 Deploying new applications covers several deployment types you may need
(Chapter 6, 7, and 8).
 Upgrading existing applications if you already have an installed HMI
application and are upgrading to the latest version of FactoryTalk View
(Chapter 9).

About the FactoryTalk View In addition to FactoryTalk View Installation Guide, the FactoryTalk View
documentation documentation set includes:

 FactoryTalk View Site Edition User’s Guide contains comprehensive

information about designing and developing FactoryTalk View SE
applications.
The User's Guide is available in PDF format, from the Help menu in
FactoryTalk View Studio, on the installation package containing the Setup
Wizard, and from the Rockwell Automation Literature Library.

 Release Notes. Read the Release Notes before you begin installing or
working with FactoryTalk View and supporting software.
The Release Notes are available from the FactoryTalk View installation
package, the Setup Wizard, or the Help menu in FactoryTalk View Studio.

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 9

Preface

 Help. Procedures and reference information are available from the Help
menu in FactoryTalk View Studio, and from editors and dialog boxes used
to develop FactoryTalk View SE applications.

What’s in this manual The Installation Guide is available in PDF format from the FactoryTalk View
installation package, from the Help menu in FactoryTalk View Studio, and from
the Rockwell Automation Literature Library.

Tip: In the Literature Library, to find the current version of the Installation Guide and
the User’s Guide, search for publication numbers containing the string VIEWSE.

Chapters in this manual describe how to:

 Set up the computers that will run FactoryTalk View SE.

 Install FactoryTalk View SE and supporting software.
 Activate the FactoryTalk View SE software.
 Deploy FactoryTalk View SE network and local applications.
 Upgrade FactoryTalk View SE components.

Each chapter includes a task check list, which you can use to create customized
procedures suited to the needs of your application.

Open FactoryTalk View manuals You can open the FactoryTalk View Site Edition User’s Guide and Installation
Guide in FactoryTalk View Studio. From the Help menu, select Online Books,
and then select the manual.

Tip: Adobe Reader may be required to view the manuals. For information about using
Adobe Reader, see the product documentation.

Other documents

Document Description
FactoryTalk Alarms and Events System Configuration Guide, publication Describes the tasks to install, configure, and use FactoryTalk Alarms and Events services as part of a
FTAE-RM-001 FactoryTalk-enabled automation system.
FT Security System Configuration Guide, publication FTSEC-QS001 Walk through of configuring FactoryTalk Security, creating accounts and setting permissions.

Contact Rockwell If you cannot find the answer to your question in the documentation or on the
Internet, contact Rockwell Automation Technical Support, using any of these
Automation Technical methods:
Support
 Telephone: 1-440-646-3434
 Online: http://support.rockwellautomation.com

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 Preface

Support staff are available Monday to Friday from 8:00 a.m. to 5:00 p.m. local
time (North America only), except on statutory holidays.

When you call, it is recommended that you be at your computer and ready to
provide the following information:

 The product’s Serial Number and Product Key, which are printed on the
Activation Certificate enclosed with the product software installation
package.
 The FactoryTalk View product version number.
 FactoryTalk Services Platform version number.
 The connectivity (FactoryTalk Linx or RSLinx Classic) version number.
 The type of hardware you are using.
 The names of other Rockwell Automation products installed on the
computer.
 The exact wording of any messages shown on the computer.
 A description of what happened and what you were doing when the
problem occurred.
 A description of how you tried to solve the problem.

If you are running a FactoryTalk View SE network distributed application, also

note:

 How many computers are participating in the network application.

 Whether computers on the network are connected using a Windows
domain controller or a workgroup.
 Which FactoryTalk View SE components are installed on participating
computers.
 Which computers are running servers (the Network Directory server, HMI
servers, data servers, or tag alarm and event servers), and whether the servers
are set up with redundancy.
 Which computers are running clients (FactoryTalk View SE Client or
FactoryTalk View Studio).

Legal Notices Copyright notice

Copyright © 2018 Rockwell Automation Technologies, Inc. All Rights Reserved.

Printed in USA.

This document and any accompanying Rockwell Software products are

copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 11

Preface

without prior written consent from Rockwell Automation, Inc. is strictly

prohibited. Please refer to the license agreement for details.

End User License Agreement (EULA)

You can view the Rockwell Automation End-User License Agreement ("EULA")
by opening the License.rtf file located in your product's install folder on your hard
drive.

Trademark Notices

Allen-Bradley, ControlLogix, DH+, FactoryTalk, Logix 5000, MobileView,

PanelBuilder, PanelView, PLC-5, Rockwell, Rockwell Automation, Rockwell
Software, RSLinx, RSLogix, RSLogix 500, RSLogix 5000, RSNetWorx, RSView,
SLC, Studio 5000, and Studio 5000 Logix Designer are either registered
trademarks or trademarks of Rockwell Automation, Inc.

Any Rockwell Automation software or hardware not mentioned here is also a

trademark, registered or otherwise, of Rockwell Automation, Inc.

Other Trademarks

Access, ActiveX, Internet Explorer, Microsoft, SQL Server, Surface, Visual Basic,
Visual C++, Windows, and Windows Server are either registered trademarks or
trademarks of Microsoft Corporation in the United States and other countries.

Adobe, Acrobat, and Reader are registered trademarks of Adobe Systems

Incorporated in the United States and other countries.

Intel, Intel Atom, Intel Core, and Intel Xeon are either registered trademarks or
trademarks of the Intel Corporation in United States and other countries.

Oracle is a registered trademark of Oracle Corporation.

ControlNet is a registered trademark of ControlNet International.

DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc.

(ODVA).

Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and

Xerox Corporation.

OLE for Process Control (OPC) is a registered trademark of the OPC

Foundation.

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 Preface

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

Warranty

This product is warranted in accordance with the product license. The product’s
performance may be affected by system configuration, the application being
performed, operator control, maintenance, and other related factors. Rockwell
Automation is not responsible for these intervening factors. The instructions in
this document do not cover all the details or variations in the equipment,
procedure, or process described, nor do they provide directions for meeting every
possible contingency during installation, operation, or maintenance. This
product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the
accompanying software may have changed since the release. Rockwell Automation,
Inc. reserves the right to change any information contained in this document or
the software at any time without prior notice. It is your responsibility to obtain the
most current information available from Rockwell when installing or using this
product.

Environmental compliance

Rockwell Automation maintains current product environmental information on

its website at
http://www.rockwellautomation.com/rockwellautomation/about-us/sustainabili
ty-ethics/product-environmental-compliance.page

Contact Rockwell Automation

Customer Support Telephone — 1.440.646.3434

Online Support — http://www.rockwellautomation.com/support/

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 13

 Chapter 1

FactoryTalk View basics

FactoryTalk View, including FactoryTalk View Site Edition (SE) and FactoryTalk
View Machine Edition (ME), are human-machine interface (HMI) software
products designed with a common look, feel, and navigation to help speed HMI
application development and training time.

Supporting the Rockwell Automation Integrated Architecture, FactoryTalk View

is part of the scalable and unified suite of monitoring and control solutions
designed to span stand-alone machine-level applications up through
supervisory-level HMI applications across a network. This suite offers you a
common development environment, application reuse, and architecture so you
can increase productivity, reduce operation costs, and improve quality.

FactoryTalk View includes the PC-based development tool FactoryTalk View

Studio as well as FactoryTalk View ME and FactoryTalk View SE.

What is FactoryTalk View FactoryTalk View SE is an integrated software package for developing and
running HMI applications that can involve multiple users, clients, and servers,
SE? distributed over a network.

FactoryTalk View SE provides all the tools you need to create powerful,
dependable process monitoring and supervisory control applications.

A FactoryTalk View SE System is more than the HMI Server and Clients. It also
includes FactoryTalk Services Platform and Data Communication products such
as FactoryTalk Linx and RSLinx Classic.

About the architecture of your A network distributed FactoryTalk View SE system consists of several
components as shown below.
FactoryTalk View system

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 15

Chapter 1 FactoryTalk View basics

FactoryTalk View SE network distributed system

This example of a distributed system includes a FactoryTalk Directory Server,

FactoryTalk View SE Server and Client, FactoryTalk Linx Data Server, and
FactoryTalk View Studio for application development and configuration.

 
FactoryTalk View Studio FactoryTalk View Studio Enterprise is the configuration software for developing
Enterprise and testing FactoryTalk View SE network distributed, network station, local
station, and FactoryTalk View ME applications.

FactoryTalk View Studio contains editors for creating complete applications, and
includes client and server software for testing the applications you create. Use the
editors to create applications that are as simple or as complex as you need.

 
FactoryTalk View SE Server FactoryTalk View SE Server, also called the HMI server, stores HMI project
components (for example, graphic displays) and supplies them to clients. The
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FactoryTalk View basics Chapter 1

server also contains a database of tags, and performs alarm detection and historical
data logging.

The FactoryTalk View SE Server has no user interface. Once installed, it runs as a
set of headless Windows services that supply information to clients as they request
it.

FactoryTalk View SE Client FactoryTalk View SE Client is software for viewing and interacting with
FactoryTalk View SE local station, network station, and network distributed
applications at run time.

Use the FactoryTalk View SE Client Wizard to create client configuration files
that can be deployed to client host computers. For details, see the FactoryTalk
View SE Help.

FactoryTalk View SE Station FactoryTalk View SE Station is a supervisory HMI software package for enterprise
solutions. SE Station is a single-computer HMI that can be operated in either a
Local or a Network FactoryTalk Directory. There are key differences between
View SE Distributed and View SE Station:

 View SE Distributed can share HMI screens and data with multiple clients.
 View SE Station does not allow sharing of HMI screens or data to other
View SE Stations.

FactoryTalk View SE network station system

Several different computers, each hosting a FactoryTalk View SE network station,

can use a single FactoryTalk Directory server and a single FactoryTalk Linx
communication server. While each network station HMI can access the same
controller data, through the shared FactoryTalk Linx server, and the same
directory resources through the shared FactoryTalk directory server, they can only
access their own HMI data such as graphics, macros, and datalogs.

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Chapter 1 FactoryTalk View basics

FactoryTalk View SE local station system

A local station system can include several HMI computers, each with its own
FactoryTalk Directory server and data server connection to the controllers.

 
FactoryTalk ViewPoint FactoryTalk ViewPoint is an add-on to FactoryTalk View that provides for a fully
scalable, fully animated, read-and-write view of existing Site Edition (SE) and
Machine Edition (ME) web applications from a web browser.

A web application consists of graphic displays selected from the FactoryTalk View
application, converted for viewing in a web browser, and then published to a
FactoryTalk ViewPoint Server (also called the web server).

 For Site Edition applications, the FactoryTalk ViewPoint Server runs on a

desktop or server computer.
 For Machine Edition applications, a PanelView™ Plus or PanelView Plus Pro
operator terminal functions as the server.

Stand-alone FactoryTalk Linx FactoryTalk Linx is a FactoryTalk Live Data server and can be enabled as a
Server FactoryTalk Alarms and Events server. Your applications use FactoryTalk Linx to
communicate with devices such as controllers and I/O scanners. This enables you
to see values, such as sensor readings and other controller data from your plant
floor devices, on your desktop computer or dedicated PanelView Plus terminal.

Stand-alone FactoryTalk FactoryTalk Directory provides a central lookup service for a FactoryTalk system
so all definitions do not have to exist in a single physical project file. References
Directory Server
saved by FactoryTalk Directory are used by FactoryTalk-enabled products and
FactoryTalk services to locate definitions when they are needed. It allows clients to
locate key configuration information such as system organization, server locations,
and policy information. FactoryTalk Directory provides a common address or
phone book of factory resources that are shared among FactoryTalk-enabled
applications in a distributed system.

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FactoryTalk View basics Chapter 1

FactoryTalk Services FactoryTalk Services Platform provides a set of common services (such as
diagnostic messages, health monitoring services, and access to real-time data) for
Platform all the FactoryTalk products and applications used in a control system.

FactoryTalk Services Platform is installed automatically with any

FactoryTalk-enabled product.

FactoryTalk Administration Console

FactoryTalk Administration Console is a stand-alone tool for developing,

managing, and securing multiple FactoryTalk View applications.

To open the Administration Console, select Start > All Programs > Rockwell
Software > FactoryTalk Administration Console.

FactoryTalk Directory

The FactoryTalk Directory centralizes access to system resources and names for all
FactoryTalk products and components participating in an automated control
system.

The FactoryTalk Network Directory manages resources for FactoryTalk View SE

network applications, and the FactoryTalk Local Directory manages resources for
FactoryTalk View SE local applications.

FactoryTalk Alarms and Events

FactoryTalk Alarms and Events, which installs behind the scenes during
FactoryTalk View SE installation, provides system-wide alarm monitoring and
control centralized at the FactoryTalk Directory.

To distribute device- and tag-based alarms in a FactoryTalk View SE application,

you can set up FactoryTalk Alarms and Events servers in the application.

FactoryTalk Security

FactoryTalk Security centralizes user authentication and authorization at the

FactoryTalk Directory.

FactoryTalk Live Data

FactoryTalk Live Data manages connections between FactoryTalk products and

data servers.

FactoryTalk Diagnostics

FactoryTalk Diagnostics collects and provides access to activity, status, warning,

and error messages generated throughout a FactoryTalk system.

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Chapter 1 FactoryTalk View basics

FactoryTalk Activation

FactoryTalk Activation services provide a secure, software-based system for

activating Rockwell Software products and managing software activation files.

Connectivity How you plan to obtain data for an application will determine which
communications software you install.

You can use the FactoryTalk Linx or RSLinx Classic software shipped with
FactoryTalk View SE, or use other software and devices that support OPC ( OLE
for Process Control) communications.

Tip: FactoryTalk Linx is automatically installed for FactoryTalk View applications. You
may also choose to include RSLinx Classic during the installation procedure.

FactoryTalk Linx

FactoryTalk Linx is a communication server built around FactoryTalk technology

to assist in developing and running your FactoryTalk View SE applications.

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

with Logix 5000™ controllers, FactoryTalk Linx is the recommended data
communications software for FactoryTalk View applications.

However, FactoryTalk Linx does not allow you to create alias topic shortcuts, or to
perform online tasks such as uploading and downloading RSLogix 5000 files. If
you need these capabilities, you may use RSLinx Classic as your data
communications server instead.

RSLinx Classic

RSLinx Classic is a complete 32-bit product family that links Allen-Bradley

networks and devices to Microsoft Windows applications. These range from
device programming and configuration applications to HMI applications, to your
own data acquisition applications using Microsoft Office, Web pages, or Visual
Basic. RSLinx Classic also incorporates advanced data optimization techniques
and contains a set of diagnostics. RSLinx Classic is an OPC DA (Data Access)
Compliant Server and a DDE server.

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.

RSLinx Classic also allows you to create alias topic shortcuts, and to perform
online tasks such as uploading and downloading RSLogix 5000 files.

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FactoryTalk View basics Chapter 1

Installation package The FactoryTalk View installation package provides all the software you need to
develop and run local applications confined to a single computer, or distributed
control systems that involve several computers, connected over a network.

Depending on needs, the architecture of a FactoryTalk View distributed

application can involve multiple clients and servers that represent different parts
of your plant or process. To accommodate those requirements, these FactoryTalk
View programs are included in this Setup Wizard:

 Studio Enterprise
 Site Edition Server
 Site Edition Client
 Site Edition Station
 FactoryTalk ViewPoint SE
 Stand-alone FactoryTalk Linx Server
 Stand-alone FactoryTalk Directory Server

Three other applications can also be installed from this Setup Wizard for
FactoryTalk View ME applications:

 Studio for Machine Edition

 Machine Edition Station for Windows
 Stand-alone ME Transfer Utility

Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 21

 Chapter 2

Hardware, operating system, and domain

information

This chapter introduces computer and Microsoft Windows support information

for a FactoryTalk View SE system, including:

 Review computer hardware requirements on page 23

 Review operating system requirements on page 24
 Set up Windows domain or workgroup on page 26
 Set up computers with names to be used in production on page 28

What can I install and run In a network application, it is possible for a single server computer that meets the
on one server? listed hardware requirements to host all of the following components:

 One FactoryTalk View SE Server

 One FactoryTalk Linx data server (which can also be set up as FactoryTalk
Alarms and Events device-based alarm server)
 One RSLinx Classic OPC DA server (or some other OPC data server)
 One FactoryTalk Alarm and Event Tag based alarm Server
 The FactoryTalk Network Directory

However, running more than one HMI server on a single computer is not
recommended. If you plan to deploy a network distributed application that uses
more than two servers (or two pairs of redundant servers) and 20 clients, it is
recommended that you contact your local Rockwell Automation Sales office for
architectural assistance. For information about setting up redundant FactoryTalk
View SE Servers, see Chapter 14, Setting up FactoryTalk system availability, in the
FactoryTalk View User's Guide VIEWSE-UM006.

Review hardware The computer hardware you choose to install and operate your FactoryTalk View
SE System should be adequately sized for the demands of each component. These
requirements specifications are based on the hardware that the FactoryTalk View product and
its supported operating systems require.

Typically, application servers such as FactoryTalk View SE Server, FactoryTalk

Alarms and Events, and FactoryTalk Linx will need to be sized with faster CPUs

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Chapter 2 Hardware, operating system, and domain information

and more RAM than operator or engineering workstations. The greater the
demand, the more powerful a system you need.

You should also specify a hard drive that has enough disk space to provide virtual
memory that is at least twice the size of the physical RAM.

For FactoryTalk View software upgrades in this release, we recommend upgrading

your hardware to these levels.

Type Description CPU RAM

Operator Workstation FactoryTalk View SE Client Intel Core 2 Duo or greater 2 GB or more
or
FactoryTalk View SE Station
Engineering Workstation FactoryTalk View Studio Enterprise Intel Core 2 Duo or greater 4 GB or more
RSLinx Classic
FactoryTalk Linx
Studio 5000
Application Server FactoryTalk View SE Server Smaller systems: 2 GB or more
FactoryTalk View Studio Enterprise Intel Core 2 Duo or greater
FactoryTalk Alarms & Events Tag Based Server
FactoryTalk Linx Data Server with FactoryTalk Alarms Medium to larger systems: 4 GB or more
and Events enabled Quad core Intel Xeon family or greater

Note: Do not run FactoryTalk Alarms and Events servers (Rockwell Automation Device Server or
Tag Alarm and Event Server) on the computers that meet only minimum server
requirements.

Review operating system The choices you make will depend in part on whether the computer is to host an
requirements application client or server. You might choose to run operator or engineering
workstations in a Windows Server operating system, but that is not required.

Recommended specifications for application servers are not as flexible, because

server computers are more likely to host critical components and to handle more
of the processing load in a FactoryTalk View SE application.

FactoryTalk View SE is tested on operating systems installed from original

Microsoft media only. FactoryTalk View SE runs on either the 32-bit or 64-bit
versions of the following Windows operating systems:

 Windows 10 Enterprise*
 Windows 10 Professional*
 Windows 10 IoT Enterprise 2016 Long Term Servicing Branch (LTSB)
Embedded**
 Windows 8.1 Enterprise
 Windows 8.1 Professional

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Hardware, operating system, and domain information Chapter 2

 Windows Embedded 8.1 Industry Pro

 Windows 8 Enterprise
 Windows 8 Professional
 Windows 7 Ultimate with Service Pack 1
 Windows 7 Enterprise with Service Pack 1
 Windows 7 Professional with Service Pack 1
 Windows Server 2016 Standard*
 Windows Server 2016 Datacenter*
 Windows Server 2012 Standard
 Windows Server 2012 Datacenter
 Windows Server 2012 R2 Standard
 Windows Server 2012 R2 Datacenter
 Windows Server 2008 R2 Standard with Service Pack 1
 Windows Server 2008 R2 Enterprise with Service Pack 1

* For more information, see Answer ID 964391 for Windows 10 support

and Answer ID 991031 for Windows Server 2016 support in the
Rockwell Automation Knowledgebase.

** This operating system is supported with the Allen-Bradley® 61xx family of

industrial computers and CompactLogix™ 5480 family of controllers.

Operating system For computers hosting application servers (HMI servers, data servers, or Tag
Alarm and Event Servers), operating system requirements depend on whether the
recommendations for
server will support more or fewer than 10 client connections.
application servers
A client can be any of FactoryTalk View SE Client, FactoryTalk View Studio, the
FactoryTalk View SE Administration Console, a FactoryTalk Transaction
Manager connector, or another FactoryTalk View SE Server.

For application servers that support:

 More than 10 client connections, the recommended operating systems

(with the appropriate number of Client Access Licenses installed)

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Chapter 2 Hardware, operating system, and domain information

 Windows Server 2016 Standard

 Windows Server 2016 Datacenter
 Windows Server 2012 R2 Standard
 Windows Server 2012 R2 Datacenter
 Windows Server 2012 Standard
 Windows Server 2012 Datacenter
 Windows Server 2008 R2 Standard with Service Pack 1
 Windows Server 2008 R2 Enterprise with Service Pack 1
 10 or fewer client connections, the minimum requirement is
 Windows 10 Enterprise
 Windows 10 Professional
 Windows 8.1 Enterprise
 Windows 8.1 Professional
 Windows 8 Professional
 Windows 7 Ultimate with Service Pack 1
 Windows 7 Enterprise with Service Pack 1
 Windows 7 Professional with Service Pack 1
Note: Do not run the primary and secondary servers in a redundant server pair on the computers
that have different operating systems. For example, do not run the primary server on a
Windows Server 2008 R2 computer and the secondary server on a Windows Server 2012
computer.

Set up the Windows domain The number of computers participating in a FactoryTalk View SE network
application determines whether the computers can belong to a Windows domain
or workgroup or a workgroup.

Workgroups can be used only in applications that include 10 or fewer computers.

Do not use Windows Workgroups with more than 10 computers, a Windows
domain is recommended in that case.

For more information about setting up domains and workgroups, see the
document, FactoryTalk View SE Distributed System Design Considerations,
attached to Rockwell Automation Knowledgebase Answer ID 32549 .

 A domain controller makes it possible to administer the network and user

accounts from a central location. FactoryTalk Security, which manages
centralized security services, supports Windows-linked accounts that are

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Hardware, operating system, and domain information Chapter 2

managed and authenticated by the Windows operating system, but have

separate permissions for accessing the automation system.
 Name resolution is required for the computers to communicate with each
other on the network.
 All computers participating in a single FactoryTalk system must be
members of the same Windows domain.
 Do not locate the domain controller on the same computer as any
FactoryTalk software. Microsoft recommends against third party software
being installed on a domain controller.

Domain controller For network applications consisting of more than 10 computers, the use of a
requirements domain controller is recommended.

The following domain controllers are supported:

 Windows Server 2016 Standard

 Windows Server 2016 Datacenter
 Windows Server 2012 R2 Standard
 Windows Server 2012 R2 Datacenter
 Windows Server 2012 Standard
 Windows Server 2012 Datacenter
 Windows Server 2008 R2 Standard with Service Pack 1
 Windows Server 2008 R2 Enterprise with Service Pack 1

For more information about Windows operating systems and Service Pack
compatibility, see Rockwell Automation Knowledgebase Answer ID 20450 .

Note: Do not install FactoryTalk Directory, FactoryTalk View SE Server, or any other application
software on the same computer as the Windows domain controller. This configuration is
not supported.

About synchronizing time on In a networked system, to ensure that time stamps on alarms, historical data, and
diagnostics are accurate, it is highly recommended that time synchronization be
application computers
configured on all application computers.

For more information about synchronizing application computer clocks to an

authoritative time server, see FactoryTalk View SE Design Considerations, attached
to Rockwell Automation Answer ID 32549 .

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Chapter 2 Hardware, operating system, and domain information

Windows workgroup For network applications consisting of 10 or fewer computers, you can run
FactoryTalk View SE in a Windows workgroup network environment.
requirements
 Name resolution is required for the computers to communicate with each
other on the network.
 Workgroups do not use a domain controller, so central network
administration is not available. This means that security and network
communications (for example, name resolution) must be handled at each
individual computer in the workgroup.
 Each workstation in a workgroup must have the same user accounts, with
the same user names and passwords on each machine, for all machines
participating in a client-server environment.
 All users in a workgroup should have Administrative rights assigned to
them.
 FactoryTalk Directory provides centralized security services without
requiring a Windows Server and domain controller. When setting up
centralized security in a FactoryTalk Network Directory for Windows
Workgroups, do not use Windows-linked accounts. Instead, create user
accounts that are managed and authenticated by FactoryTalk Security.

Set up computers with When you install the FactoryTalk Services Platform with FactoryTalk View SE,
names to be used in the program creates a FactoryTalk account for the current computer, under the
Local and Network FactoryTalk Directories.
production
As a result, if you rename the computer after installing FactoryTalk View SE or
when you deploy an application, the FactoryTalk Directory will not recognize the
new name.

To avoid this problem, it is recommended that you give the application client and
server host computers the names they will use in a production setting, before you
install the FactoryTalk View SE software.

Tip: If you must rename a computer and you encounter problems, for assistance, see
Rockwell Automation Answer ID 35169 (for FactoryTalk View SE network
applications), or Answer ID 38775 (for FactoryTalk View SE local and ME
applications).

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 Chapter 3

Pre-installation configuration

This chapter guides you through the steps for preparing your computer for
installation of the FactoryTalk View SE product and supporting software.

Use the following checklist for preparing the computer for installation:

 Disable automatic Windows updates on page 29

 Manually configure Network Interface Cards and switch ports on page 30
 Disable or uninstall third-party firewalls on page 31
 Remove Internet Explorer Enhanced Security Configuration on page 31
 Set up Data Execution Prevention on page 33 if needed
 Remove unnecessary DCOM networking protocols on page 33

Disable automatic Windows When you install Microsoft Service Pack releases and other Windows operating
updates system updates, you introduce new software that could affect the operation of
FactoryTalk View SE components on the computer.

Note: Windows updates should be disabled in all production computers. Updates can cause
unexpected behaviors, including shutting down running applications and automatic
computer restarting.

To disable automatic Windows updates:

1. Open the Windows Update window.

2. In the left column, select Change settings.

3. In the Important Updates drop down, select Never check for updates.

4. Select the check box Give me recommended updates the same way I
receive important updates.

5. Clear the check box Allow all users to install updates on this computer.

For more information about Windows operating systems and Service Pack
compatibility, see Rockwell Automation Knowledgebase Answer ID 20450 .

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Chapter 3 Pre-installation configuration

Manually configure NICs The Network Interface Card (NIC) is the hardware in a computer that lets it
connect to other devices on the network. A switch manages traffic on the Ethernet
and switch ports network. Some switches allow ports (physical connections) to be configured
individually.

The link speed and duplex settings for network connections can be
auto-negotiated (the device determines the best way to communicate), or
manually configured (settings are hard coded).

Many NICs also offer a power-saving feature that turns off the network card if it is
not being used. This setting sometimes interferes with the ability of the computer
to receive data, causing errors such as wireframes, stale data, and other failures. To
prevent these errors, disable power saving for your computer’s network interface
cards. For details, see Disable power saving for the NIC on page 31.

For FactoryTalk View SE applications, it is recommended that you use managed

switches across the control system network and that you manually configure the
same link speed and duplex setting for all network connections into the managed
switches.

It is also recommended that you manually configure the managed switch ports,
using the same settings. To learn how to configure switch ports, see the product
documentation provided with the switches you are using.

For an overview of best practices for connecting devices over a network, see the
Ethernet Design Considerations Reference Manual document in the Rockwell
Automation Literature Library. (Search for publication ENET-RM002.)

Note: If you are using unmanaged switches, the NIC settings must remain auto-negotiated.
Connecting an auto-negotiated device to a manually configured device can result in
network communication errors and is not recommended.

Set up the NIC link speed and Follow the steps below. The steps may vary slightly for some of the Windows
operating systems.
duplex
1. Open Windows Control Panel, and then click Network and Internet.

2. From the list of categories, select Network and Sharing Center.

3. From the list of Tasks on the left, select Change adapter settings (or
Manage network connections).

4. From the list of network connections, right-click Local Area Connection

(or Ethernet), and then select Properties.

5. In the Networking tab, click Configure.

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Pre-installation configuration Chapter 3

6. In the Properties dialog box for the device, click the Advanced tab.

7. From the list of properties for the device, select Link Speed & Duplex (or
Speed & Duplex).

8. From the Value list, select the highest possible value for the connection, and
then click OK.

Disable power saving for the Follow the steps below. The steps may vary slightly for some of the Windows
operating systems.
NIC
1. Open Windows Control Panel, and then click Network and Internet.

2. From the list of categories, select Network and Sharing Center.

3. From the list of Tasks on the left, select Change adapter settings (or
Manage network connections).

4. From the list of network connections, right-click Local Area Connection

(or Ethernet), and then select Properties.

5. In the Networking tab, click Configure.

6. In the Properties dialog box for the device, click the Power Management
tab.

7. Clear the Allow the computer to turn off this device to save power check
box, and then click OK.

Disable or uninstall FactoryTalk View SE is compatible only with the built-in Windows firewall and
should not be used with third-party firewalls because this can cause unexpected
third-party firewalls results.

Before installing FactoryTalk View SE, disable or uninstall all third-party firewalls
on the computer. For details, see the documentation supplied with your firewall
product.

Remove Enhanced Security Internet Explorer Enhanced Security Configuration (ESC) is a group of default
security settings for Windows Server 2008 and Windows Server 2012 that
Configuration protects servers by limiting the ways users can browse Internet and Intranet Web
sites on the computer.

If installed on a computer with FactoryTalk View SE software components, the

Internet Explorer ESC can interfere with the ability of FactoryTalk View
SE Clients to connect to application servers.

To avoid unexpected behavior, it is recommended that you remove the ESC from
computers running FactoryTalk View SE.

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Chapter 3 Pre-installation configuration

To remove ESC in Windows Server 2008 R2:

1. Select Start > Administrative Tools > Server Manager.

2. In the Server Manager window, under Security Information, click

Configure IE ESC.

3. In the Internet Explorer Enhanced Security Configuration dialog, select

Off to turn off IE Enhanced Security for Administrators and for users, and
then click OK.

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Pre-installation configuration Chapter 3

To remove ESC in Windows Server 2012 or 2016:

1. On the Windows taskbar, select the Server Manager icon.

2. In the Server Manager Dashboard window, on the left side, click Local
Server.

3. On the right side of the Local Server window, under Properties, locate IE
Enhanced Security Configuration and click On.

4. In the Internet Explorer Enhanced Security Configuration dialog, select

Off to turn off IE Enhanced Security for Administrators and for users, and
then click OK.

Set up Data Execution Data Execution Prevention (DEP) is a Microsoft Windows security feature that is
built into the operating system starting with Windows XP and Windows Server
Prevention 2003. DEP is intended to protect programs and services from viruses and other
security threats.

The DEP settings determine which programs and services are covered by DEP
protection. On computers running FactoryTalk View SE components, it is
recommended that DEP be turned on for essential Windows programs and
services only.

To turn on DEP:

1. Open Windows Control Panel, select Control Panel Home > System and
Maintenance.

2. Click System.

3. From the list of tasks on the left, select Advanced system settings.

4. In the System Properties dialog box, click the Advanced tab.

5. In the Advanced tab, under Performance, click Settings.

6. In the Performance Options dialog box, click the Data Execution

Prevention tab.

7. Select the option, Turn on DEP for essential Windows programs and
services only, and then click OK.

Remove unnecessary DCOM If multiple DCOM protocols are installed and configured on the computer,
performance of communications in a FactoryTalk View SE system can be
networking protocols adversely impacted. To ensure that DCOM communications function correctly,
and do not affect the performance of the system, remove all protocols other than
TCP/IP.

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Chapter 3 Pre-installation configuration

To remove unnecessary DCOM protocols:

1. Select Start > Run.

2. In the Run dialog box, type dcomcnfg, and then click OK.

3. In the Component Services tool, expand Component Services, open the

Computers folder, right-click My Computer, and then select Properties.

4. Click the Default Protocols tab. If the DCOM Protocols list shows
protocols in addition to TCP/IP, remove those unnecessary protocols. For
example, remove the protocol Connection-oriented SPX.

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 Chapter 4

Install FactoryTalk View

The FactoryTalk View installation package provides all the software you need to
develop and run distributed systems involving multiple computers on a network,
or local applications confined to a single computer using FactoryTalk View SE.

This chapter uses FactoryTalk View Studio Enterprise to illustrate the installation
steps, because it includes all mandatory and optional installation choices included
with the other selections on the welcome screen.

To learn about upgrading an existing version of FactoryTalk View SE, see Upgrade
an operating FactoryTalk View SE application on page 85.

To learn about modifying or uninstalling the FactoryTalk View software, see

Modify or uninstall FactoryTalk View on page 48.

Steps FactoryTalk View supports two installation methods: Setup wizard installation
and command-line installation.

Setup wizard installation

This chapter uses the Setup wizard installation method to illustrate the steps. The
overall installation process includes:

 Step 1: Prepare for the installation on page 36

 Step 2: Launch Setup wizard and select what to install on page 38
 Step 3: Setup product components on page 39
 Step 4: Review and accept license agreements on page 40
 Step 5: Start the installation process on page 41
 Step 6: Complete the installation on page 43
 Step 7: Post-installation procedures on page 45

In a distributed system, you can also install Site Edition clients through the web
browser. For instructions, see Install SE clients in a distributed system on page 47.

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Chapter 4 Install FactoryTalk View

Command-line installation

In the command-line installation, you type a specified command line with

multiple parameters. During the installation process, instead of prompting you for
installation and configuration information interactively, the process follows the
parameters specified in the command lines and completes the installation silently.
For more information, see Use command-line installation on page 113.

Step 1: Prepare for the To prepare for the installation:

installation  Ensure that the user installing the software has administrative rights in
Windows.
 If installing FactoryTalk View Studio Enterprise, locate the serial number
because you will be prompted for it after the installation. Serial numbers are
generally on the original packaging of the installation media.
 Schedule downtime for the system if you are upgrading operating
applications or replacing computers during the installation.

Decide which components to The FactoryTalk View SE Setup wizard offers several options for installing the
install FactoryTalk View Site Edition software. You can select:

 Studio Enterprise
 Site Edition Server
 Site Edition Client
 Site Edition Station
 FactoryTalk ViewPoint SE
 Stand-alone FactoryTalk Linx Server
 Stand-alone FactoryTalk Directory Server

The option you choose depends on the type of FactoryTalk View SE application
or software component you plan to run on the computer and on the design of your
control system.

For each selection on the Welcome Screen, the following table shows the
mandatory, recommended and optional software components to install.

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Install FactoryTalk View Chapter 4

Selected Application Mandatory Recommended Optional

Studio Enterprise Studio Enterprise Site Edition Server RSLinx Classic
Site Edition Client1 FactoryTalk ViewPoint SE Device Status and Diagnostic Faceplates
FactoryTalk Services Platform FactoryTalk ViewPoint ME FactoryTalk Historian Connectivity2
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
FactoryTalk Linx
Site Edition Server Site Edition Server Site Edition Client
FactoryTalk Services Platform RSLinx Classic
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
FactoryTalk Linx
Site Edition Client Site Edition Client FactoryTalk Historian Connectivity
FactoryTalk Services Platform
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
Site Edition Station Site Edition Server Studio Enterprise RSLinx Classic
Site Edition Client Device Status and Diagnostic Faceplates
FactoryTalk Services Platform FactoryTalk Historian Connectivity
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
FactoryTalk Linx
FactoryTalk ViewPoint SE FactoryTalk ViewPoint SE FactoryTalk Historian Connectivity
Site Edition Client
FactoryTalk Services Platform
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
Stand-alone FactoryTalk Linx FactoryTalk Linx RSLinx Classic
Server FactoryTalk Services Platform
FactoryTalk Activation Manager
FactoryTalk Alarms and Events
Stand-alone FactoryTalk Directory FactoryTalk Services Platform
Server FactoryTalk Activation Manager

1
: Site Edition Client is not mandatory if you do not plan to install FactoryTalk ViewPoint SE.
2
: For more information, see About FactoryTalk Historian Connectivity on page 37.

About FactoryTalk Historian FactoryTalk Historian Connectivity allows the trending objects to retrieve data
from a Historian SE Server or FactoryTalk Historian ME Module. It makes
Connectivity
updates to FactoryTalk Administration Console and FactoryTalk View SE Studio
to display an Historian icon for FactoryTalk Historian SE when registered. You
can use it to create new FactoryTalk Historian SE points from trending objects,
and select existing Historian points from Historian SE or Historian ME.

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Chapter 4 Install FactoryTalk View

To trend data points from the FactoryTalk Historian SE server, FactoryTalk

Historian Connectivity must be installed as a minimum required component with
Site Edition Client or Studio Enterprise.

Tip: You cannot install FactoryTalk Historian Connectivity on top of FactoryTalk

Historian SE.

Before you start using the trending objects with your FactoryTalk Historian SE
server, do the following:

 Add the FactoryTalk Historian SE server to the same FactoryTalk

Directory as FactoryTalk View SE computers.
 Create a mapping or trust for security between FactoryTalk View SE and
FactoryTalk Historian SE.

For detailed instructions, see Appendix D, FactoryTalk View SE TrendX, in the

FactoryTalk Historian SE Installation and Configuration Guide.

Step 2: Launch Setup wizard To launch the Setup wizard and select the product to install:

1. Close all open Windows programs.

2. Double click Setup.exe within the installation package.

3. On the Welcome page, select the product to install, and select another
language that will be displayed during the installation process if needed.

4. To view Release Notes of the product components, click Release notes.

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Install FactoryTalk View Chapter 4

5. To install all components available in the selected product using the

recommended settings, click Install Now and skip to Step 4: Review and
accept license agreements on page 40.

6. To choose which components to install, click Customize.

Step 3: Customize product For each FactoryTalk View product, there may be three different options
components displayed:

 Mandatory components are selected and shaded, and will be automatically

installed as part of the selected application.
Tip: If a product is already installed, it appears shaded and cannot be selected.

 Recommended components are selected, and indicate software that

Rockwell recommends for the application.
 Optional components are not selected, and indicate software that you may
wish to include depending on your system.

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Chapter 4 Install FactoryTalk View

To setup product components:

1. On the Customize page, select components to install and clear components

not to install.

2. If needed, select another drive location.

3. Click Install to proceed.

Step 4: Review and accept End user license agreements (EULA) spell out your rights and responsibilities.
license agreements Depending on the applications being installed, it is possible that there may be
more than one license agreement on this page.

Some software products may be delivered or made available only after you agree to
the terms and conditions of each of the license agreements.

To accept the license agreements:

1. On the End User License Agreements page, select an agreement to review

the details.

2. Repeat for each license agreement.

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Install FactoryTalk View Chapter 4

3. After you review all license agreements, click Accept All to agree with the
terms of all the listed license agreements and start the installation process.

Step 5: Start the After installing prerequisites, the Setup wizard automatically installs all the
Rockwell Software applications selected previously. Installation is automatic and
installation does not require any input from the user.

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Chapter 4 Install FactoryTalk View

During the installation, the Progress page displays the installation percentage
complete. Status notification messages at the bottom of the page identify which
files are being installed.

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Install FactoryTalk View Chapter 4

Step 6: Complete the When the installation of selected products completes, the Setup wizard first
searches for activation keys required the installed products. If no available
installation activation keys are found, the activation page is displayed. You can specify whether
to activate the products now or later.

To complete the installation:

1. On the Activation page, select one option and click Next.

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Chapter 4 Install FactoryTalk View

 To skip the activation and activate later, select Skip activation.

 To proceed directly to activate the installed products, select Activate
your software.
In the Software Activation dialog box, specify the required
information and click Continue. For more information about
activation, see Activate FactoryTalk View software on page 49.

2. On the Summary page:

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Install FactoryTalk View Chapter 4

 To view the installation details, click Installation Summary.

 To receive the latest product updates and patch notification, click
Register for updates and subscribe.
 To install the latest version of Adobe Acrobat Reader, click Download
it free and follow the on-screen instructions.

3. Click Restart now to restart your computer now. Click Restart later to
restart later.

Step 7: Post-installation After you install FactoryTalk View, there may be several final setup steps that
procedures must be completed:

 Install product updates on page 107

 Specify the Network Directory server location on page 45

Specify the Network Directory After installing FactoryTalk software, specify one of the computers on the
server location network as the Network Directory server, and then point the other computers on
the network to that computer. This allows all of the computers on the network to
share FactoryTalk Network Directory services and resources.

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Chapter 4 Install FactoryTalk View

To configure the Network Directory Server computer:

1. On the computer that you want to use as the Network Directory Server,
from Windows Start menu, select All Programs > Rockwell Software >
FactoryTalk Tools > Specify FactoryTalk Directory Location.

Tip: You will have to log on as an administrator on the local computer.

2. In the FactoryTalk Directory Server dialog box,

 If localhost is not displayed in the field Computer hosting directory

server, click the Browse button.
 If localhost is displayed, the computer is already specified as the
Network Directory host. You can close the utility.

3. In the FactoryTalk Directory Server Configuration dialog box, select

This computer and click OK.

4. Click OK to close the utility.

To configure the client and other application server computers:

1. On one client computer, from Windows Start menu, select All Programs
> Rockwell Software > FactoryTalk Tools > Specify FactoryTalk
Directory Location.

Tip: You will have to log on as an administrator on the local computer.

2. In the FactoryTalk Directory Server dialog box, beside the field

Computer hosting directory server, click the Browse button.

3. In the FactoryTalk Directory Server Configuration dialog box, select

Remote computer.

4. Type the name of the Network Directory server computer, or click the
Browse button to find and select the computer, and then click OK.

Tip: You will have to log on as an administrator on the remote computer.

5. Click OK again to close the utility.

6. Repeat steps 1 to 5 on the remaining client and server computers that will
participate in the deployed network distributed application.

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Install FactoryTalk View Chapter 4

Install SE clients in a In a distributed system, after installing the server computer with the Client Install
Portal feature, you can install SE clients through the web browser.
distributed system
To install the SE client application:

1. On the client computer, open Internet Explorer.

2. In the Address field, type http://servername/ftviewclient where

servername is the computer name of your FactoryTalk View SE server.

Note:  If you are using SSL, begin with https:// instead.

 The web page may not be opened if you enable HTTPS on the IIS server and your client
is on another computer. You need to configure the client to access the server. To do
this, export the server certificate and import the certificate to the client computer. For
detailed instructions on exporting and importing server certificates, see Microsoft
TechNet.

3. Press Enter. Internet Explorer displays a page from the server that allows
you to install the FactoryTalk View Site Edition Client application.

Tip: If Internet Explorer displays an error message that it cannot connect to the install
web page, try adding the FactoryTalk View Site Edition website (URL above) to
your local intranet site list.
To do this, in Internet Explorer, click Tools > Internet Options > Security tab >
Local intranet > Sites > Advanced, and add the website to the list. For more
information about the local intranet, refer to Windows Help and Support.

4. Microsoft .NET Framework 4.0 or higher is required before you can install
FactoryTalk View Client. If it is not installed, FactoryTalk View installs
.NET Framework 4.6 by default. Click Install .NET Framework 4.6 on
this computer to install it. The option is not shown if it is already installed.

5. Follow the on-screen instructions. If prompted to restart your computer,

click Restart Now.

6. Once the computer has restarted, repeat steps 1 to 4.

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Chapter 4 Install FactoryTalk View

7. To install SE Client, click Install FactoryTalk View Site Edition Client

on this computer. Follow the on-screen instructions.

If you are displaying data from FactoryTalk Historian on trends, click

Install FactoryTalk Historian Connectivity tools. Follow the on-screen
instructions to complete the installation. For more information about
FactoryTalk Historian Connectivity, see About FactoryTalk Historian
Connectivity on page 37.

Modify or uninstall To modify components of FactoryTalk View, from the installation package,
FactoryTalk View double-click Setup.exe, select one product and click Modify.

To uninstall FactoryTalk View, do one of the following:

 From the installation package, double-click Setup.exe, select one product

and click Uninstall.
 From Programs and Features of Windows Control Panel, right-click the
FactoryTalk View product installed such as FactoryTalk View Studio
Enterprise 10.00.00 and select Uninstall.
 From the Command Prompt window, type a command with the following
syntax:
Setup.exe [/Q | /QS] /Uninstall /Product=product_name

Components, such as FactoryTalk Activation Manager, that are shared with

other products will not be uninstalled. For more information about
command-line parameter, see Command-line parameters on page 113.

The following illustration shows an example from Programs and Features.

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 Chapter 5

Activate FactoryTalk View software

For continuous use of FactoryTalk View SE and other Rockwell Software

products, computers running the software must have access to activation files.

To manage and provide activations for FactoryTalk View SE software

components, use the FactoryTalk Activation Manager installed with FactoryTalk
View.

About FactoryTalk FactoryTalk Activation Manager provides a secure, software-based system for
activating Rockwell Software products and managing software activation files.
Activation Manager
With FactoryTalk Activation Manager, there is no need for a physical master disk
or any physical media; instead, activation files are generated and distributed
electronically.

FactoryTalk View SE products use two types of activations:

 Floating concurrent activations are checked out of an activation server

located on the network, and require a continuous network connection.
 Borrowed concurrent activations are time-expiring activations checked out
of an activation server on the network, and do not require a continuous
network connection.

For standard installations of the product software, FactoryTalk View SE supports

only the use of both types of shared concurrent activations. Node-locked
activations are not supported.

Tip: To learn about the types of activation that other Rockwell Automation products
can use, see the product documentation or contact your local Rockwell Automation
Sales office.

What happens if If the FactoryTalk View components you have installed cannot be activated, for
example, because the activation server is unavailable or because borrowed
FactoryTalk View is not activations have expired, the software will continue to run for up to seven days.
activated?
The seven-day grace period allows time to correct the problem with acquiring
activations without disrupting critical applications. If activation is restored within
seven days, normal operations will resume.

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Chapter 5 Activate FactoryTalk View software

If activation is not restored, the grace period will expire. After the grace period
expires, if you restart FactoryTalk View SE and activation remains unavailable, the
software will run for two hours in demo mode.

When running in demo mode, there are some limitations.

 You can create or load up to five HMI servers locally in FactoryTalk View
Studio.
 You can run a local station FactoryTalk View application for up to two
hours.
 Remote clients cannot connect to a FactoryTalk View server.

Starting from FactoryTalk View version 10.00, some limitations are eliminated.
You can create or load over five graphic displays per HMI server now. You can also
fully use the Symbol Factory library without restriction.

Set up client computers to Floating concurrent activations are assigned automatically to clients that need
them, and returned automatically to the activation server pool when FactoryTalk
obtain floating activations View SE stops running on the client, or when the client computer shuts down.

Client computers must be set up to obtain floating activations from the activation
server.

If you prefer to use borrowed activations for clients, skip to Borrow activations for
development computers on page 51.

After you set up the activation server (or servers), you can specify which server
each client computer will obtain activations from.

Once a client is connected to a server, all you have to do is to run the FactoryTalk
View software (for example, the FactoryTalk View SE Client), and the server will
issue available activations automatically.

A continuous network connection is required for an activation client to use

floating activations. After a client obtains a floating activation, when the
activation server detects that the client has been disconnected, the activation is
returned to the server pool.

To ensure that critical software components (redundant HMI servers, for

example) can always obtain the necessary activations, set up an activation server on
the computer where the software is running.

Ensure that network To ensure that critical software components in a network application using
floating activations can always obtain the necessary activations, even if the
application components network is disrupted, set up a FactoryTalk Activation server on every computer
stay activated where the FactoryTalk View SE software is running. This includes all clients and

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Activate FactoryTalk View software Chapter 5

all servers, whether redundant or not.

For example, to ensure that a redundant FactoryTalk View SE Server remains

activated, install the activation server on both computers hosting the redundant
server pair, and then add the necessary activations to those computers.

Borrow activations for If it is not convenient for a development computer to remain connected to the
network where the activation server resides, you can connect to the activation
development computers server temporarily, borrow a concurrent activation for a limited amount of time,
and then disconnect. When the time-limited activation expires, its associated
software is no longer activated, and the activation automatically becomes available
again from the server's activation pool.

Only the FactoryTalk View Studio activation keys can be borrowed. While
developing Network applications disconnected from the network, the
FactoryTalk View Studio activation key is shared by any test clients and HMI
servers in your application, allowing all necessary components to run for
development purposes.

Note: To use borrowed activations, you must upgrade to FactoryTalk Activation Manager version
3.30 or later (included on any FactoryTalk CPR 9 SR 4 product’s installation package) on all
server and client computers where the borrowed activations will be used.

Activation keys for The activation files you download from the Rockwell Software Activation
Website contain the activation keys you purchased, in encrypted form. The
FactoryTalk View software activation key is the software that activates FactoryTalk View SE components.
components
Following is a list of activation keys used by the FactoryTalk View SE and ME
products. For information about the keys required to activate other Rockwell
Automation products in your application, see the product documentation.

To activate this software product or component Use this key

FactoryTalk View Studio* RSV.STUDIO
*Includes software for developing and testing FactoryTalk View Site Edition and Machine Edition applications

FactoryTalk View SE Server (network distributed applications), unlimited displays RSVSESRV.MAX

FactoryTalk View SE Server (network distributed applications), 250 displays RSVSESRV.250
FactoryTalk View SE Server (network distributed applications), 100 displays RSVSESRV.100
FactoryTalk View SE Server (network distributed applications), 25 displays RSVSESRV.25
FactoryTalk View SE Client (network distributed applications), read and write RSVSECLI.RW
FactoryTalk View SE Client (network distributed applications), view only RSVSECLI.RO
FactoryTalk View SE Station (network station and local station applications), unlimited displays RSVSE.MAX

FactoryTalk View SE Station (network station and local station applications), 250 displays RSVSE.250

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FactoryTalk View SE Station (network station and local station applications), 100 displays RSVSE.100
FactoryTalk View SE Station (network station and local station applications), 25 displays RSVSE.25
FactoryTalk View SE Station (network station and local station applications), 15 displays RSVSE.15

Sharing keys among multiple Multiple FactoryTalk View SE software components can function using one
activation key in the following cases:
software components
 Multiple instances of FactoryTalk View Studio or the FactoryTalk View
SE Client running on the same computer can use a single key
(RSV.STUDIO or RSVSECLI), as long as the components are not running
in a Terminal Services session.
 In the network application of FactoryTalk View SE versions earlier than
6.10, for development and testing purposes, one FactoryTalk View Studio
key activates a FactoryTalk View SE Client and SE Server on the same
computer. Remote clients and servers require component-specific
activations.
Note: In version 6.10 or higher, one FactoryTalk View Studio key can no longer activate the local
server or client to run in test run mode.

 Local applications use a single key (RSVSE.*) to activate both the

FactoryTalk View SE Client and the FactoryTalk View SE Server at run
time. These components running together are also known as FactoryTalk
View SE Station. To run multiple station client instances on the same server
computer, make sure to launch the clients first and then the server.
Otherwise, two activation keys may be required.
Tip: FactoryTalk View SE Server activations—known as capacity activations because
they are based on the number of displays in an application—cannot be shared.

Read-write versus view-only In a network application, FactoryTalk View SE Clients can use two types of
activation:
activations
 Read-write keys (RSVSECLI.RW) allow full read-write privileges.
 View-only keys (RSVSECLI.RO) allow view-only privileges.

Whether a FactoryTalk View SE Client runs in read-write or in view-only mode

depends on the type of activation key available for the client to use, and whether
the client itself is set up as read-write or view-only:

 If the activation server can only provide view-only licenses, and a read-write
client obtains one of these licenses, then the activation overrides the client’s
configuration, and the client runs in view-only mode.

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 If the activation server can only provide read-write licenses, and a view-only
client obtains one of these licenses, then the client’s configuration overrides
the activation, and the client runs in view-only mode.
 Do not rely on available activation keys to determine whether the
FactoryTalk View SE Client runs in read-write or view-only mode. Instead,
to ensure that a client always runs in view-only mode, choose the view-only
option when setting up the client’s configuration file. For details, click Help
in the FactoryTalk View SE Client wizard.

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 Chapter 6

Deploy network distributed applications

After developing and testing a FactoryTalk View Site Edition network distributed
application, you can deploy it to run in a live setting, such as the plant floor.
Deploying a network distributed application often involves installing FactoryTalk
View SE software components on multiple client and server computers.

For details about installing the software, see Install FactoryTalk View on page 35.

For information about upgrading a network distributed application that is already

deployed, see Upgrade an operating FactoryTalk View SE application on page 85.

For details about the structure and content of network distributed applications,
see Chapter 6, Working with network distributed applications in the FactoryTalk
View Site Edition User’s Guide.

Overview of tasks The checklist in this section summarizes the basic tasks involved in deploying a
FactoryTalk View SE network distributed application. Each task is described in
detail in the rest of this chapter. Add or remove steps as necessary to create a
customized procedure that reflects the design and content of your FactoryTalk
View application. For example, your application might include additional
communications or database servers.

 Step 1: Back up the network distributed application on page 55

 Step 2: Restore the network distributed application on page 58
 Step 3: Renew data server shortcuts, topics, and device paths on page 59
 Step 4: Set up additional HMI server properties on page 60
 Step 5: Set up the FactoryTalk View SE Clients on page 63
 Step 6: Run the FactoryTalk View SE Clients on page 65 to test the
application

Step 1: Back up the network Before backing up an application, record the user names and passwords of
distributed application administrative users set up for the application, in case you need this information
after restoring the application.

Use the Distributed Application Manager tool to back up the application. The
backup archive has an .APB extension, and includes all FactoryTalk Directory
data, such as accounts, passwords, policies and security settings. It also includes all

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application contents like application configurations, HMI servers, data servers,

and tag Alarm and Event servers.

Note: RSLinx Classic configuration files are not included when you back up a FactoryTalk View SE
application. You need to back up the RSLinx Classic configuration files manually. For
instructions, see Back up RSLinx Classic configurations on page 56.

To back up the application:

1. On the HMI server, select Start > All Programs > Rockwell Software >
FactoryTalk View > Tools > Distributed Application Manager.

Tip: The logged on user must have the Backup and restore directory contents
permission. For more information, see FactoryTalk Security Help or check with your
System Administrator.

2. In the Create a Backup tab, select your application and follow the wizard to
back up the application. For more instructions, see Distributed Application
Manager Help.

Back up RSLinx Classic RSLinx Classic configuration files are not included when you back up an
configurations application. You have to back up, move, and restore the files manually.

If RSLinx Classic is installed on the development and production computers, you

can use the RSLinx Classic Backup/Restore tool to back up and restore
configuration files.

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Tip: You can also restore RSLinx Classic configuration files from the Wizard Completed
window of the RSLinx Classic software setup program.

To back up RSLinx Classic configurations:

1. On the development computer, from Windows Start menu, select All

Programs > Rockwell Software > RSLinx > RSLinx Classic Backup
Restore Utility.

2. In the RSLinx Classic Backup/Restore tool, click Backup.

3. Select a folder for the backup file, type a file name, and then click Save.

About FactoryTalk Directory The following illustration shows what a FactoryTalk View SE network distributed
application looks like when opened in FactoryTalk View Studio.
System information

The FactoryTalk Network Directory is represented at the top of application

hierarchy. One level down, the System folder stores settings that are used by all the
applications that belong to the same Network Directory.

For example, FactoryTalk user and computer accounts set up for each application
are stored in the System folder.

Note: FactoryTalk Linx device paths are also saved with System information, and might not be
correct for the computer where the application will be restored. For information about
checking device paths after restoring an application. see Verify FactoryTalk Linx shortcuts
on page 99.

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Step 2: Restore the network Before restoring the network distributed application, all client and server
computers in the application must point to the same FactoryTalk Directory
distributed application server.

Use the Distributed Application Manager tool to restore the application. You
can restore the application to an existing or a new FactoryTalk Directory. You can
choose to restore the HMI project files only, the application only, the application
with FactoryTalk Directory, or the application with FactoryTalk Directory and
security identifier.

After restoring the application, restore the RSLinx Classic configures as need. See
Restore RSLinx Classic configurations on page 58.

To restore an application:

1. On the HMI server, select Start > All Programs > Rockwell Software >
FactoryTalk View > Tools > Distributed Application Manager.

Tip: The logged on user must have the Backup and restore directory contents
permission. For more information, see FactoryTalk Security Help or check with your
System Administrator.

2. In the Restore an Archive tab, specify the restore options.

3. Follow the wizard to restore the application. The following example shows
an overview of the tool when restoring an archive. For more instructions,
see Distributed Application Manager Help.

Restore RSLinx Classic RSLinx Classic configuration files are not included when you back up an
configurations application. You have to back up, move, and restore the files manually.

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If RSLinx Classic is installed on the development and production computers, you

can use the RSLinx Classic Backup/Restore tool to back up and restore
configuration files.

Tip: You can also restore RSLinx Classic configuration files from the Wizard Completed
window of the RSLinx Classic software setup program.

To restore RSLinx Classic configurations:

1. Copy the backup file (with .rsx extension) from the development computer
and paste it into a location on the data server production computer.

2. On the production computer, from Windows Start menu, select All

Programs > Rockwell Software > RSLinx > RSLinx Classic Backup
Restore Utility.

3. In the RSLinx Backup/Restore tool, click Restore.

4. Find and select the backup file, and then click Open.

Step 3: Renew data server After restoring RSLinx data servers in the application, renew or verify the topics,
shortcuts, and device paths associated with each data server, as needed.
shortcuts, topics, and
device paths If you are restoring redundant data servers, then the device paths must be
confirmed and reapplied for both the primary and the secondary server.

To renew FactoryTalk Linx device paths:

1. Open the restored application in the FactoryTalk Administration Console.

2. In the Explorer window, expand the data server (FactoryTalk Linx), and
then double-click Communications Setup.

3. In the Communications Setup editor, select each configured FactoryTalk

Linx shortcut, point the shortcut at the correct device, and then click
Apply.

4. Save the configuration, and then close the Communications Setup editor.

To verify RSLinx Classic topics:

1. On the data server computer, select Start > All Programs > Rockwell
Software > RSLinx > RSLinx Classic.

2. On the DDE/OPC menu, click Topic Configuration.

3. In the Topic List, select each configured topic and confirm that the
corresponding data source updates correctly.

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4. Click the Advanced Communication tab, confirm that there is a device

path specified for Remote Addressing, and then click Done.

Step 4: Set up additional After restoring the application, you can open the HMI server properties dialog
box in FactoryTalk View Studio to verify the HMI server settings and set up the
HMI server properties following HMI server properties, as needed.

 Specify the startup type

 Set up redundancy
 Specify startup components

You must set up the HMI server properties separately, for each server in the
FactoryTalk View SE network distributed application you are deploying. You can
do this on the computer running the HMI server, or from a remote computer.

For details about setting up HMI server properties, see Chapter 6, Working with
network distributed applications in the FactoryTalk View Site Edition User’s Guide.

For details about setting up redundant HMI servers, see Chapter 14, Setting up
FactoryTalk system availability in the FactoryTalk View Site Edition User’s Guide.

Specify the startup type In the General tab, you can specify that the HMI server will load when the first
client attempts to connect to it (On demand) or when the host computer starts
up (Load and run startup components when operating system initializes). The
second option is recommended for production HMI servers, and required for an
HMI server that is part of a redundant pair.

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Set up redundancy In the Redundancy tab, select Provide redundancy using a secondary server,
specify the name the computer that will host the secondary server, and select a
switchover option.

After you apply the settings, FactoryTalk View SE automatically copies HMI
project information from the primary server to the secondary server.

Specify startup components In the Components tab, select the application components that will start
automatically when the HMI server starts, and select the macro that will run when
the server shuts down. You can also start or stop components manually.

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If the HMI server is redundant, you can also start and stop components for the
primary and the secondary server, and select On active and On standby macros.

Synchronize redundant HMI At run time, you can make changes to the HMI project components in an
application while it is running. For example, you can add, modify or delete graphic
servers and projects
displays and other components, and have those changes to take effect at connected
clients. To automatically save the project online edits to both active and standby
servers:

1. In FactoryTalk View Studio, from the menu, select Tools > Options.

2. In the Settings tab, make sure the Save edits to both active and standby
HMI servers option is selected.

If you do not set up the option, manually replicate the changes from the active
server to standby server. The replicate operation copies the current active server’s
configuration files, including settings in the Components tab, to the standby
server.

For example, if an On Active and a Shutdown macro are selected for the Active
server, the settings will be replicated to the Standby server. This means that the
same macros specified for the Active server will run when the Standby 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.

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Note: Make sure to verify the current HMI server name and status before the replication.

To manually replicate the changes:

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

server and select Server Status.

2. In the Server Status dialog box, verify that the current HMI server status is
Active and the other is Standby.

3. In the HMI server Properties dialog box, in the Redundancy tab, click
Replicate Active to Standby.

Step 5: Set up the The FactoryTalk View SE Client provides a complete and secure run-time
environment for an SE application. For example, operators can use the client to:
FactoryTalk View SE Clients
 Load, view, and interact with graphic displays from any HMI server in the
application.
 Monitor and control alarms (HMI tag alarms and FactoryTalk Alarms and
Events).
 View and interact with trends.
 Adjust set points.
 Start and stop server components.

In a network distributed application, FactoryTalk View SE Clients, HMI servers,

and data servers can run on multiple computers, connected over a network.

If you have already set up FactoryTalk View SE Client files for a network
distributed application, you can copy the files to the production computers.
Otherwise, you can create new client files.

Create a FactoryTalk View SE The FactoryTalk View SE Client configuration file specifies the name of the
application the client will connect to, the components that start when the
Client file
connection is made, and how the client will behave at run time. The file is with a
.cli extension.

Tip: It is not necessary to start the HMI server if you want to use the FactoryTalk View SE
Client Wizard.

To create a FactoryTalk View SE Client file:

1. From Windows Start menu, All Programs > Rockwell Software >
FactoryTalk View > FactoryTalk View Site Edition Client.

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2. In the FactoryTalk View SE Client Wizard, click Create a FactoryTalk

View SE Client configuration file, and then follow the on-screen
instructions. For details about options in the wizard, click Help.

Copy existing FactoryTalk View When setting up the FactoryTalk View SE Clients for a network distributed
application, you can copy existing client files from the development computer to
SE Client files
the client production computers.

You can run the client configuration from the desktop, or from any other location
on the client computer.

By default, client configuration files are saved under C:\Users\Public\Public

Documents\RSView Enterprise\SE\Client.

Lock operators into the To lock operators into the FactoryTalk View SE Client at run time, for example,
to prevent access to other programs on the computer, try one or more of the
run-time environment
following methods:

 Limit the ability to manipulate graphic displays, by removing the title bar
or minimize and maximize buttons from selected displays.
To do this, in the Display Settings dialog box, clear the check boxes Title
Bar, Minimize Button, and Maximize Button. For details, see Chapter 16,
Creating graphic displays in the FactoryTalk View Site Edition User’s Guide.

 Limit the ability to manipulate the client window, by removing the title
bar or minimize and maximize buttons from the client.
To do this, in the FactoryTalk View SE Client wizard, clear the check boxes,
Show title bar, and Show system menu and close button. For details, click
Help in the FactoryTalk View SE Client wizard.

 Prevent switching to other applications. To do this, in the FactoryTalk

View SE Client wizard, select the check box, Disable switch to other
applications. For details, click Help in the FactoryTalk View SE Client
wizard.
 Restrict access to the desktop, using the DeskLock tool.
To open Desklock, on the desktop click Start > All Programs > Rockwell
Software > FactoryTalk View > Tools, and then click DeskLock.
For details about using DeskLock, click Help within the tool.

Note: Do not enable DeskLock until you read the help for the tool and understand how it works.
Otherwise, you could end up locking yourself out of the desktop.

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Step 6: Run the FactoryTalk Once the network distributed application is fully deployed, test it by running the
FactoryTalk View SE Clients.
View SE Clients
To start the FactoryTalk View SE Client, or to change users while the client is
running, the user logging on must have the necessary security permissions. If the
user does not have the necessary permissions, the FactoryTalk View SE Client
login dialog box opens, to let another user log on.

Note: To connect a FactoryTalk View SE Client to a network distributed application, all client and
server computers in the application must point at the same FactoryTalk Network Directory
server. For details, see Specify the Network Directory location on application computers on
page 69.

For tips to help you get communications working between clients and servers, see
the FactoryTalk View Site Edition Help.

To run an SE Client using the .cli file:

Double-click the client setup file (.cli), in the default folder

C:\Users\Public\Public Documents\RSView Enterprise\SE\Client.

To run an SE Client from FactoryTalk View Studio:

1. In FactoryTalk View Studio, on the Tools menu, click Launch SE Client.

2. In the FactoryTalk View SE Client Wizard dialog box, select the client
configuration file from the list of most recently used files and click Run. To
search for and select another file, click the browse button.

To run an SE Client when Windows starts:

1. Create a shortcut to the.cli file (on the desktop, for example).

2. Move the shortcut to the Windows Startup folder.

For information about adding shortcuts to the Startup folder, see the Windows
Help

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 Chapter 7

Deploy network station applications

After you finish developing and testing a FactoryTalk View Site Edition network
station application, you can deploy it to run in a live setting, such as the plant
floor. Deploying a network station application involves installing all FactoryTalk
View SE software components on the application’s host computer.

For details about installing the software, see Install FactoryTalk View on page 35.

For details about the structure and content of network station applications, see
Chapter 7, Working with network station applications in the FactoryTalk View Site
Edition User’s Guide.

Overview of tasks The checklist in this section summarizes the basic tasks involved in deploying a
FactoryTalk View SE network station application. Use the checklist to guide you
through the tasks you need to perform. Each task is described in detail in the rest
of this chapter.

If appropriate, add or remove details to create a customized procedure that reflects

the design and content of your FactoryTalk View application. For example, your
application might include additional communications or database servers so you
may need to repeat these steps accordingly.

 Step 1: Move the network station application on page 67

 Step 2: Specify the Network Directory location on application computers
on page 69 if necessary
 Step 3: Move the application’s data server files on page 69
 Step 4: Specify data server host computer names on page 70
 Step 5: Renew data server shortcuts, topics, and device paths on page 71
 Step 6: Specify when HMI server components start or stop on page 72
 Step 7: Set up the FactoryTalk View SE Client on page 73
 Step 8: Run the FactoryTalk View SE Client on page 74 to test the
application

Step 1: Move the network There are two steps involved in moving a network station application: on the
station application development computer, back up the application; then, on the production

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computer, restore the application archive.

You can perform both of these steps in the Application Manager tool. For details
about options in the Application Manager, click Help in the tool.

Note: Before backing up an application, record the user names and passwords of administrative
users set up for the application, in case you need this information after restoring the
application.

To back up a network station application:

1. From Windows Start menu, select Start > All Programs > Rockwell
Software > FactoryTalk View > Tools > Application Manager.

2. In the Application Manager, select Site Edition (Network Station), and

then click Next.

Tip: To back up a network station application, the logged on user must have
FactoryTalk administrative rights. If you receive a prompt to log on, check with
your System Administrator.

3. Select the back up operation, and then follow the instructions in the
Application Manager to complete the operation.

4. Copy the .apa file to the new (production) computer.

If you are restoring a network station application on a computer that contains a

copy of the original application, ensure the application is not running, then use the
Application Manager to delete (or rename) the original application, before you
begin the restore operation.

To restore a network station application:

1. On the production computer, from Windows Start menu, select Start> All
Programs > Rockwell Software > FactoryTalk View > Tools >
Application Manager.

2. Select Site Edition (Network Station), and then click Next.

Tip: To restore a network station application, the logged on user must have FactoryTalk
administrative rights. If you receive a prompt to log on, check with your System
Administrator.

3. Select the restore operation, and then follow the instructions in the
Application Manager to complete the operation.

4. Copy the backed up application to the new (production) computer.

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Step 2: Specify the Network If you have not done so already, use the FactoryTalk Directory Server Location
Utility to specify the location of the FactoryTalk Network Directory server.
Directory location
Performing this task might require more than one set of FactoryTalk security
credentials:

 To use the FactoryTalk Directory Server Location Utility, you must have
administrative rights on the local computer.
 To specify a remote location for the Network Directory, you must have
administrative rights on the remote computer.

To specify the Network Directory on application computers:

1. On the client or server computer, select Start > All Programs > Rockwell
Software > FactoryTalk Tools > Specify FactoryTalk Directory
Location.

2. Click the Browse button beside the field, Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, click

Remote computer.

4. Type the name of the Network Directory server computer, or click the
Browse button to find and select the computer, and then click OK.

You will have to log on as an administrator on the remote computer.

5. Click OK again, to close the FactoryTalk Directory Server Location Utility.

Step 3: Move the After specifying the FactoryTalk Network Directory location on application
computers, ensure that the required communications software (FactoryTalk Linx,
application’s data server RSLinx Classic, or other OPC software) is installed on computers that will run
files data servers.

Then, if necessary for the data servers you are deploying, move configuration files
to the production computers, and then specify the new host computer names.

Tip: For information about moving setup files for OPC data servers other than RSLinx
Classic, see the product documentation for the OPC server

Restore RSLinx Classic RSLinx Classic configuration files are not included when you back up an
application. You have to back up, move, and restore the files manually.
configurations
If RSLinx Classic is installed on the development and production computers, you

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can use the RSLinx Classic Backup/Restore tool to back up and restore
configuration files.

Tip: You can also restore RSLinx Classic configuration files from the Wizard Completed
window of the RSLinx Classic software setup program.

To restore RSLinx Classic configurations:

1. Copy the backup file (with .rsx extension) from the development computer
and paste it into a location on the data server production computer.

2. On the production computer, from Windows Start menu, select All

Programs > Rockwell Software > RSLinx > RSLinx Classic Backup
Restore Utility.

3. In the RSLinx Backup/Restore tool, click Restore.

4. Find and select the backup file, and then click Open.

Step 4: Specify data server After moving data server configuration files to production computers, open the
restored network station application, and in the Properties dialog box for each
host computer names data server, specify the name of the server’s host computer.

Then, renew RSLinx shortcuts, topics, and device paths, as needed. For details, see
Step 5: Renew data server shortcuts, topics, and device paths on page 71.

For information about setting up other data server properties, click Help in the
server’s Properties dialog box, or see the product documentation.

Tip: The first time you open an application after relocating a data server, if the server
does not load, you should still be able to open the Properties dialog box and
change the host computer name. After the computer name is updated, the server
should load as expected.

To change the FactoryTalk Linx server computer name:

1. From Windows Start menu, select Start > All Programs > Rockwell
Software > FactoryTalk Administration Console.

2. In the Select FactoryTalk Directory dialog box, select Network, and then
click OK.

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3. In the Explorer window, expand the name of the restored application,

right-click the FactoryTalk Linx server’s name, and then click Properties.

4. In the General tab, in the field, Computer hosting the FactoryTalk Linx
server, type the name of the production computer, or click Browse to find
and select the computer, and then click OK. Acknowledge the warning if
needed by clicking OK.

To change the RSLinx Classic server computer name:

1. Open the restored application in the FactoryTalk Administration Console.

To learn how to do this, see the previous task.

2. In the Explorer window, expand the name of the restored application,

right-click the RSLinx Classic server’s name, and then click Properties.

3. In the General tab, in the field, Computer that will run the OPC server,
type the name of the production computer, or click Browse to find and
select the computer, and then click OK.

Step 5: Renew data server After restoring the application, renew or verify the topics, shortcuts, and device
paths associated with each data server, as needed.
shortcuts, topics, and
device paths If you are restoring redundant data servers, then the device paths must be
confirmed and reapplied for both the primary and the secondary server.

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To renew FactoryTalk Linx device paths:

1. Open the restored application in the FactoryTalk Administration Console.

2. In the Explorer window, expand the data server (FactoryTalk Linx), and
then double-click Communications Setup.

3. In the Communications Setup editor, select each configured FactoryTalk

Linx shortcut, point the shortcut at the correct device, and then click
Apply.

4. Save the configuration, and then close the Communications Setup editor.

To verify RSLinx Classic topics:

1. On the data server computer, select Start >All Programs >Rockwell

Software > RSLinx > RSLinx Classic.

2. On the DDE/OPC menu, click Topic Configuration.

3. In the Topic List, select each configured topic and confirm that the
corresponding data source updates correctly.

4. Click the Advanced Communication tab, confirm that there is a device

path specified for Remote Addressing, and then click Done.

Step 6: Specify when HMI In FactoryTalk View Studio, open the Properties dialog box for the HMI server in
the application, to view the location of the HMI project files, the current number
server components start or of displays in the application, and the maximum number of displays allowed.
stop
You can add a description for the HMI server and, in the Components tab, select
components that will start when the HMI server starts running.

Tip: In a local station application, the HMI server and the application have the same
name. The name cannot be modified in the HMI server's Properties dialog box.

To open the HMI Server Properties dialog box:

1. Click Start > All Programs > Rockwell Software, and then click
FactoryTalk View Studio.

2. Select View Site Edition (Network Station), and then click Continue.

3. Click the Existing tab, select the network station application’s name, and
then click Open.

4. In the Explorer window, right-click the HMI server’s name, and then click
Properties.

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How HMI server components Use the HMI Server Properties dialog box to specify which components in a local
station application will start automatically, when the HMI server starts running.
start and stop
In a network station or local station application, the HMI server loads and the
specified components start running when the FactoryTalk View SE Client
connects to the application. When the client stops running, the HMI server is
unloaded, and the specified shutdown macro is run.

You can also start or stop the HMI server components manually. To do this, in the
Components tab, click Run Startup Components and Stop All Running
Components, respectively.

To select HMI server startup and shutdown components:

1. In the HMI Server Properties dialog box, click the Components tab.

2. To specify startup components, select the component check boxes, and then
select the components you want to start automatically, when the HMI
server starts running.

3. To specify a shutdown macro, select the check box On shutdown macro,

and then select the macro you want to run when the HMI server stops
running.

Step 7: Set up the The FactoryTalk View SE Client provides a complete and secure run-time
environment for an SE application. For example, operators can use the client to:
FactoryTalk View SE Client
 Load, view, and interact with multiple graphic displays from the HMI
server.
 Manage alarm information.
 View trends.
 Adjust set points.
 Start and stop server components.

To run a network station or local station application, the FactoryTalk View

SE Client must run on the same computer as the HMI server.

If you have already set up a FactoryTalk View SE Client file for the application,
you can copy the file to the production computer. Otherwise, you can create a new
client file.

Create a FactoryTalk View SE The FactoryTalk View SE Client configuration file specifies the name of the
application the client will connect to, the components that start when the
Client file
connection is made, and how the client will behave at run time. The file is with a
.cli extension.

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Tip: It is not necessary to start the HMI server if you want to use the FactoryTalk View SE
Client Wizard.

To create a FactoryTalk View SE Client file:

1. From Windows Start menu, All Programs > Rockwell Software >
FactoryTalk View > FactoryTalk View Site Edition Client.

2. In the FactoryTalk View SE Client Wizard, click Create a FactoryTalk

View SE Client configuration file, and then follow the on-screen
instructions. For details about options in the wizard, click Help.

Lock operators into the To lock operators into the FactoryTalk View SE Client at run time, for example,
to prevent access to other programs on the computer, try one or more of the
run-time environment
following methods:

 Limit the ability to manipulate graphic displays, by removing the title bar
or minimize and maximize buttons from selected displays.
To do this, in the Display Settings dialog box, clear the check boxes Title
Bar, Minimize Button, and Maximize Button. For details, see Chapter 16,
Creating graphic displays in the FactoryTalk View Site Edition User’s Guide.

 Limit the ability to manipulate the client window, by removing the title
bar or minimize and maximize buttons from the client.
To do this, in the FactoryTalk View SE Client wizard, clear the check boxes,
Show title bar, and Show system menu and close button. For details, click
Help in the FactoryTalk View SE Client wizard.

 Prevent switching to other applications. To do this, in the FactoryTalk

View SE Client wizard, select the check box, Disable switch to other
applications. For details, click Help in the FactoryTalk View SE Client
wizard.
 Restrict access to the desktop, using the DeskLock tool.
To open Desklock, on the desktop click Start > All Programs > Rockwell
Software > FactoryTalk View > Tools, and then click DeskLock.
For details about using DeskLock, click Help within the tool.

Note: Do not enable DeskLock until you read the help for the tool and understand how it works.
Otherwise, you could end up locking yourself out of the desktop.

Step 8: Run the FactoryTalk Once the application is deployed, test it by running the FactoryTalk View
SE Client.
View SE Client
To start the FactoryTalk View SE Client, or to change users while the client is
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running, the user logging on must have the necessary security permissions. If the
user does not have the necessary permissions, the FactoryTalk View SE Client
login dialog box opens, to let another user log on.

To run an SE Client using the .cli file:

Double-click the client setup file (.cli), in the default folder

C:\Users\Public\Public Documents\RSView Enterprise\SE\Client.

To run an SE Client from FactoryTalk View Studio:

1. In FactoryTalk View Studio, on the Tools menu, click Launch SE Client.

2. In the FactoryTalk View SE Client Wizard dialog box, select the client
configuration file from the list of most recently used files and click Run. To
search for and select another file, click the browse button.

To run an SE Client when Windows starts:

1. Create a shortcut to the.cli file (on the desktop, for example).

2. Move the shortcut to the Windows Startup folder.

For information about adding shortcuts to the Startup folder, see the Windows
Help

Administer deployed To make minor changes to an application after it is deployed, use either
FactoryTalk View Studio or the FactoryTalk View SE Administration Console.
applications The SE Administration Console contains the following subset of editors.

To do this in the SE Administration Console Use this editor

Change the properties of an HMI server. HMI Server Properties
Change the properties of a data server. Data Server Properties
Add FactoryTalk users to an application. Runtime Security
Set up security for commands and macros. Secured Commands
Run FactoryTalk View commands. Command Line
Change how HMI tag alarms are logged. Alarm Setup
Change the paths of data log models. Data Log Paths
Manage HMI tag alarm log files. Alarm Log Setup
Import and export HMI tags. Tag Import and Export Wizard

For details about options in these editors, click Help.

To open a network station application in FactoryTalk View Studio:

1. Select Start > All Programs > Rockwell Software > FactoryTalk View >
FactoryTalk View Studio.
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2. Select View Site Edition (Network Station), and then click Continue.

3. In the Existing tab, select the restored application’s name, and then click
Open.

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 Chapter 8

Deploy local station applications

After you finish developing and testing a FactoryTalk View Site Edition local
station application, you can deploy it to run in a live setting, such as the plant
floor. Deploying a local station application involves installing all FactoryTalk View
SE software components on the application’s host computer.

For details about installing the software, see Install FactoryTalk View on page 35.

For details about the structure and content of local station applications, see
Chapter 8, Working with local station applications in the FactoryTalk View Site
Edition User’s Guide.

Overview of tasks The checklist in this section summarizes the basic tasks involved in deploying a
FactoryTalk View SE local station application. Use the checklist to guide you
through the tasks you need to perform. Each task is described in detail in the rest
of this chapter.

If appropriate, add or remove details to create a customized procedure that reflects

the design and content of your FactoryTalk View application. For example, your
application might include additional communications or database servers.

 Step 1: Move the local station application on page 77

 Step 2: Move data servers and change their properties on page 79
 Step 3: Specify OPC data server host computer names on page 80
 Step 4: Specify when HMI server components start or stop on page 80
 Step 5: Set up the FactoryTalk View SE Client on page 81
 Step 6: Run the FactoryTalk View SE Client on page 83 to test the
application

Step 1: Move the local There are two steps involved in moving a local station application: on the
station application development computer, back up the application; then, on the production
computer, restore the application archive.

You can perform both of these steps in the Application Manager tool. For details
about options in the Application Manager, click Help in the tool.

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Note: Before backing up an application, record the user names and passwords of administrative
users set up for the application, in case you need this information after restoring the
application.

To back up a local station application:

1. On the desktop, click Start > All Programs > Rockwell Software >
FactoryTalk View > Tools > Application Manager.

2. In the Application Manager, select Site Edition (Local Station), and then
click Next.

Tip: The logged on user must have FactoryTalk administrative rights. If you receive a
prompt to log on, check with your System Administrator.

3. Select the back up operation, and then follow the instructions in the
Application Manager to complete the operation.

4. Copy the .apa file to the new (production) computer.

If you are restoring a local station application on a computer that contains a copy
of the original application, restart the computer, then use the Application
Manager to delete (or rename) the original application, before you begin the
restore operation.

To restore a local station application:

1. On the production computer, click Start > All Programs > Rockwell
Software > FactoryTalk View > Tools > Application Manager.

2. Select Site Edition (Local Station), and then click Next.

Tip: To restore a local station application, the logged on user must have FactoryTalk
administrative rights. If you receive a prompt to log on, check with your System
Administrator.

3. Select the restore operation, and then follow the instructions in the
Application Manager to complete the operation.

About restoring System In FactoryTalk View Studio, in a local station application, the top-level System
folder contains FactoryTalk Security information, including user accounts set up
information with the
for all applications using the same FactoryTalk Local Directory (also called the
application Local Directory).

When you back up a local station application, this FactoryTalk system

information is saved to the archive automatically. When you restore a local station
application, you can choose whether to restore the system information with the
application.

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To restore FactoryTalk system information with the application:

In the Application Manager tool, after specifying the archive to restore, select the
option, Restore the FactoryTalk View SE (local station) application and
FactoryTalk Local Directory.

To complete the operation, the user logged on to the Application Manager must
have FactoryTalk administrative rights at the Local Directory being restored.

Step 2: Move data servers A FactoryTalk View SE local station application can contain one FactoryTalk
Linx data server, which must be located on the same computer as the application.
and change their properties
In addition, the local station application can contain one or more OPC data
servers (RSLinx Classic, or some other OPC server), which can be located on
remote computers.

After ensuring that the required communications software is installed on

production computers, for each remote OPC data server you are deploying, move
the configuration files to the production computer and specify the new host
computer name.

Tip: For information about moving setup files for OPC data servers other than RSLinx
Classic, see the product documentation for the OPC server.

After installing FactoryTalk Linx, RSLinx Classic, or some other OPC server
software on the production computer, if necessary, you can move the data server’s
setup files to the computer.

Restore RSLinx Classic RSLinx Classic configuration files are not included when you back up an
application. You have to back up, move, and restore the files manually.
configurations
If RSLinx Classic is installed on the development and production computers, you
can use the RSLinx Classic Backup/Restore tool to back up and restore
configuration files.

Tip: You can also restore RSLinx Classic configuration files from the Wizard Completed
window of the RSLinx Classic software setup program.

To restore RSLinx Classic configurations:

1. Copy the backup file (with .rsx extension) from the development computer
and paste it into a location on the data server production computer.

2. On the production computer, from Windows Start menu, select All

Programs > Rockwell Software > RSLinx > RSLinx Classic Backup
Restore Utility.

3. In the RSLinx Backup/Restore tool, click Restore.

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4. Find and select the backup file, and then click Open.

Step 3: Specify OPC data After moving RSLinx Classic configuration files to production computers, open
the restored local station application, and in the Properties dialog box for each
server host computer data server, specify the name of the server’s host computer.
names
Tip: Unlike RSLinx Classic data servers, you do not have to change the computer names
of FactoryTalk Linx data servers. The FactoryTalk Linx data server in a local station
application must be located on the same computer as the application, and is
always named localhost.

For information about setting up other data server properties, click Help in the
server’s Properties dialog box, or see the product documentation.

Tip: The first time you open an application after relocating a data server, if the server
does not load, you should still be able to open the Properties dialog box and
change the host computer name. After the computer name is updated, the server
should load as expected.

To change the RSLinx Classic server computer name:

1. Open the restored application in the FactoryTalk Administration Console.

To learn how to do this, see the previous task.

2. In the Explorer window, expand the name of the restored application,

right-click the RSLinx Classic server’s name, and then click Properties.

3. In the General tab, in the Computer that will run the OPC server field,
type the name of the production computer, or click Browse to find and
select the computer, and then click OK.

Step 4: Specify when HMI In FactoryTalk View Studio , open the Properties dialog box for the HMI server
in the application, to view the location of the HMI project files, the current
server components start or number of displays in the application, and the maximum number of displays
stop allowed.

You can add a description for the HMI server and, in the Components tab, select
components that will start when the HMI server starts running.

Tip: In a local station application, the HMI server and the application have the same
name. The name cannot be modified in the HMI server's Properties dialog box.

To open the HMI Server Properties dialog box:

1. From Windows Start menu, select Start > All Programs > Rockwell
Software > FactoryTalk View Studio.

2. Select View Site Edition (Network Station), and then click Continue.

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3. Click the Existing tab, select the network station application’s name, and
then click Open.

4. In the Explorer window, right-click the HMI server’s name, and then click
Properties.

How HMI server components Use the HMI Server Properties dialog box to specify which components in a local
station application will start automatically, when the HMI server starts running.
start and stop
In a network station or local station application, the HMI server loads and the
specified components start running when the FactoryTalk View SE Client
connects to the application. When the client stops running, the HMI server is
unloaded, and the specified shutdown macro is run.

You can also start or stop the HMI server components manually. To do this, in the
Components tab, click Run Startup Components and Stop All Running
Components, respectively.

To select HMI server startup and shutdown components:

1. In the HMI Server Properties dialog box, click the Components tab.

2. To specify startup components, select the component check boxes, and then
select the components you want to start automatically, when the HMI
server starts running.

3. To specify a shutdown macro, select the check box On shutdown macro,

and then select the macro you want to run when the HMI server stops
running.

Step 5: Set up the The FactoryTalk View SE Client provides a complete and secure run-time
environment for an SE application. For example, operators can use the client to:
FactoryTalk View SE Client
 Load, view, and interact with multiple graphic displays from the HMI
server.
 Manage alarm information.
 View trends.
 Adjust set points.
 Start and stop server components.

To run a network station or local station application, the FactoryTalk View

SE Client must run on the same computer as the HMI server.

If you have already set up a FactoryTalk View SE Client file for the application,
you can copy the file to the production computer. Otherwise, you can create a new
client file.

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Create a FactoryTalk View SE The FactoryTalk View SE Client configuration file specifies the name of the
application the client will connect to, the components that start when the
Client file
connection is made, and how the client will behave at run time. The file is with a
.cli extension.

Tip: It is not necessary to start the HMI server if you want to use the FactoryTalk View SE
Client Wizard.

To create a FactoryTalk View SE Client file:

1. From Windows Start menu, All Programs > Rockwell Software >
FactoryTalk View > FactoryTalk View Site Edition Client.

2. In the FactoryTalk View SE Client Wizard, click Create a FactoryTalk

View SE Client configuration file, and then follow the on-screen
instructions. For details about options in the wizard, click Help.

Lock operators into the To lock operators into the FactoryTalk View SE Client at run time, for example,
to prevent access to other programs on the computer, try one or more of the
run-time environment
following methods:

 Limit the ability to manipulate graphic displays, by removing the title bar
or minimize and maximize buttons from selected displays.
To do this, in the Display Settings dialog box, clear the check boxes Title
Bar, Minimize Button, and Maximize Button. For details, see Chapter 16,
Creating graphic displays in the FactoryTalk View Site Edition User’s Guide.

 Limit the ability to manipulate the client window, by removing the title
bar or minimize and maximize buttons from the client.
To do this, in the FactoryTalk View SE Client wizard, clear the check boxes,
Show title bar, and Show system menu and close button. For details, click
Help in the FactoryTalk View SE Client wizard.

 Prevent switching to other applications. To do this, in the FactoryTalk

View SE Client wizard, select the check box, Disable switch to other
applications. For details, click Help in the FactoryTalk View SE Client
wizard.
 Restrict access to the desktop, using the DeskLock tool.
To open Desklock, on the desktop click Start > All Programs > Rockwell
Software > FactoryTalk View > Tools, and then click DeskLock.
For details about using DeskLock, click Help within the tool.

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Note: Do not enable DeskLock until you read the help for the tool and understand how it works.
Otherwise, you could end up locking yourself out of the desktop.

Step 6: Run the FactoryTalk Once the application is deployed, test it by running the FactoryTalk View
SE Client.
View SE Client
To run an SE Client using the .cli file:

Double-click the client setup file (.cli), in the default folder

C:\Users\Public\Public Documents\RSView Enterprise\SE\Client.

To run an SE Client from FactoryTalk View Studio:

1. In FactoryTalk View Studio, on the Tools menu, click Launch SE Client.

2. In the FactoryTalk View SE Client Wizard dialog box, select the client
configuration file from the list of most recently used files and click Run. To
search for and select another file, click the browse button.

To run an SE Client when Windows starts:

1. Create a shortcut to the.cli file (on the desktop, for example).

2. Move the shortcut to the Windows Startup folder.

For information about adding shortcuts to the Startup folder, see the Windows
Help

Administer deployed To make minor changes to an application after it is deployed, use either
FactoryTalk View Studio or the FactoryTalk View SE Administration Console.
applications The SE Administration Console contains the following subset of editors.

To do this in the SE Administration Console Use this editor

Change the properties of an HMI server. HMI Server Properties
Change the properties of a data server. Data Server Properties
Add FactoryTalk users to an application. Runtime Security
Set up security for commands and macros. Secured Commands
Run FactoryTalk View commands. Command Line
Change how HMI tag alarms are logged. Alarm Setup
Change the paths of data log models. Data Log Paths
Manage HMI tag alarm log files. Alarm Log Setup
Import and export HMI tags. Tag Import and Export Wizard

For details about options in these editors, click Help.

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To open a local station application in FactoryTalk View Studio:

1. Click Start > All Programs > Rockwell Software > FactoryTalk View >
FactoryTalk View Studio.

2. Select View Site Edition (Local Station), and then click Continue.

3. In the Existing tab, select the restored application’s name, and then click
Open.

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 Chapter 9

Upgrade operating network distributed

applications

Upgrading the FactoryTalk View Site Edition software in an automation and

control application involves two core tasks: uninstalling the existing software and
then installing the new version.

After installing the new software version, you should be able to open a
FactoryTalk View SE \application in FactoryTalk View Studio, and then run the
application in a FactoryTalk View SE Client without any further intervention.

Tip: Applications developed on versions 6.0 and earlier may need to be converted using
the Legacy Tag Database Conversion utility. To start the utility, from Windows
Start menu, select All Programs > Rockwell Software > FactoryTalk View >
Tools, right-click Legacy Tag Database Conversion and select Run as
administrator. For details about using the utility, click Help.

However, depending on the design, content, and complexity of your control

system, you might have to perform additional tasks to support the upgrade,
especially if you are upgrading FactoryTalk View SE in a production environment.
The information in this chapter will help you safeguard the live application, while
ensuring that the upgrade process is efficient and successful.

The upgrading steps vary depending on your application:

 Upgrade a non-redundant network distributed application on page 86

 Upgrade a redundant network distributed application on page 92

As there are many possible variations for this type of application, parts of the
documented process might not apply directly to the application you are upgrading.
If you have questions about architectural elements not covered in this chapter, for
example, your application is more or less complex than the example provided,
contact your local Rockwell Automation Sales office for assistance.

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Note: Before installing FactoryTalk View applications or any supporting software, review
Hardware, operating system, and domain information on page 23, and ensure that you
have performed the tasks that are appropriate to the role and configuration of each
application host computer.

Information to help you upgrade

You can also look for answers in other Rockwell Automation product
documentation, and on the Rockwell Automation Web site. See Open
FactoryTalk View manuals on page 10.

Tip: RSView Enterprise is the former name of the FactoryTalk View family of software
products. If you are upgrading from a version of RSView, the information in this
chapter still applies, even though it refers to FactoryTalk View as the previous
product version.

Find out about features in After upgrading all the software components in your deployed application, to find
out about features in the new product version, see the product Release Notes.
the new product version
You can find Release Notes from:

 the FactoryTalk View installation package.

 the Common Setup page of the Setup wizard.
 the Windows Start menu after installation.
 the Help menu in FactoryTalk View Studio after installation.

Upgrade a non-redundant Use the following checklist as a guideline for upgrading your application. Details
network distributed about each step are provided in this chapter.

application Part 1: Prepare for the upgrade

 Step 1: Prepare for the upgrade on page 87

 Step 2: Back up the deployed application on page 88

Part 2: Perform upgrade of software components

 Step 3: Shut down all client computers on page 89

 Step 4: Upgrade the FactoryTalk Directory server on page 89
 Step 5: Upgrade the HMI server on page 89
 Step 6: Upgrade the data server on page 89
 Step 7: Upgrade the engineering workstation on page 90
 Step 8: Migrate the application on page 90

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 Step 9: Upgrade all run-time clients on page 91

 Step 10: Test the migrated application on page 92

Example The following illustration shows an example of a FactoryTalk View SE network

distributed application without redundant servers.

In this example, Workstation #1 is the name of the engineering workstation.

Assume that:

 The FactoryTalk Directory server, HMI server, and data server are hosted
on different computers.
 The Tag Alarm and Event server and HMI server are hosted on the same
computer.

Part 1: Prepare for the Use the following multi-step checklist as a guideline when you prepare for the
upgrade. For details, see procedures that follow.
upgrade
 Have the FactoryTalk View installation package on hand
Step 1: Prepare for the upgrade
 Log on with administrative rights on page 87
 Record the names and passwords of administrative users on page 88
 Perform set-up tasks on application computers on page 88
Log on with administrative rights To perform certain tasks, the user performing the upgrade must have
administrative rights in Windows and at the FactoryTalk Network Directory.

Windows administrative rights are required to install FactoryTalk View and

supporting software because the Setup Wizard creates program folders and
modifies registry entries.

FactoryTalk administrative rights are required to log on to the FactoryTalk

Network Directory, for example, when you use the FactoryTalk Directory Server
Location Utility.

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To open the utility, you must log on as a FactoryTalk administrator on the local
computer. To specify a remote Network Directory location, you must also have
administrative rights on the remote computer.

FactoryTalk administrative rights are also required to back up and restore

FactoryTalk View SE applications.

Record the names and passwords of Before backing up the deployed application, ensure that you have recorded the
administrative users user names and passwords of users that belong to the FactoryTalk administrators
group.

Only members of the FactoryTalk administrators group can add, remove, or

modify FactoryTalk user accounts, if this is necessary after restoring a backed-up
application.

Perform set-up tasks on application Before upgrading FactoryTalk View SE, review the chapter Hardware, operating
computers system, and domain information on page 23. It contains information about tasks
you can perform on application computers, to ensure that FactoryTalk View SE
runs smoothly after it is installed. It also contains information about hardware and
software requirements, and application limits.

Step 2: Back up the deployed Before backing up the deployed application, ensure that the most recent
application data is available for the upgrade at the FactoryTalk Network
application
Directory.

Use the Distributed Application Manager tool to back up the application. The
backup archive has an .APB extension, and includes all FactoryTalk Directory
data, such as accounts, passwords, policies and security settings. It also includes all
application contents like application configurations, HMI servers, data servers,
and tag Alarm and Event servers.

Tip: RSLinx Classic configuration files are not included when you back up a FactoryTalk
View SE application. You need to back up the RSLinx Classic configuration files
before upgrading. For instructions, see Back up and restore RSLinx Classic
configurations on page 58.

To back up the application:

1. On the HMI server, select Start > All Programs > Rockwell Software >
FactoryTalk View > Tools > Distributed Application Manager.

Tip: The logged on user must have the Backup and restore directory contents
permission. For more information, see FactoryTalk Security Help or check with your
System Administrator.

2. In the Create a Backup tab, select your application and follow the wizard to
back up the application. For more instructions, see Distributed Application
Manager Help.

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Part 2: Perform upgrade of

software components
Step 3: Shut down all client To disconnect the clients from the servers, shut down all run-time client
computers computers, server computers, and Workstation #1.

Step 4: Upgrade the FactoryTalk 1. On the FactoryTalk Directory computer, close all open Windows
programs.
Directory server
2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Stand-alone FactoryTalk Directory Server

and click Next.

Tip: If you host the FactoryTalk Network Directory, HMI server, and data server on the
same computer, select Studio Enterprise.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Tip: If you host the FactoryTalk Network Directory, HMI server, and data server on the
same computer, skip to Step 7: Upgrade the engineering workstation on page 90.

Step 5: Upgrade the HMI server 1. On the HMI server computer, close all open Windows programs.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Server and click Next.

4. If you have FactoryTalk Historian Management Tools installed, you need

to manually uninstall the Management Tools Suite and the System
Management Tools before installing FactoryTalk Historian Connectivity.
For more information, see Rockwell Automation Answer ID 618193 and
the product documentation.

5. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

6. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Step 6: Upgrade the data server 1. On the FactoryTalk Linx data server computer, close all open Windows

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programs.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Stand-alone FactoryTalk Linx Server and

click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Step 7: Upgrade the 1. On the engineering workstation computer, close all open Windows
programs.
engineering workstation
2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Studio Enterprise and click Next.

4. If you have FactoryTalk Historian Management Tools installed, you need

to manually uninstall the Management Tools Suite and the System
Management Tools before installing FactoryTalk Historian Connectivity.
For more information, see Rockwell Automation Answer ID 618193 and
the product documentation.

5. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

6. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Step 8: Migrate the application Use the following checklist as a guideline when you migrate the FactoryTalk View
SE application:

 Open the application in FactoryTalk View Studio on page 90

 Verify FactoryTalk Linx shortcuts on page 91
 Test the migrated application on page 91
Open the application in FactoryTalk To migrate the application, open it in the new version of FactoryTalk View Studio
View Studio installed on upgraded Workstation #1.

To open the application:

1. On Workstation #1, select Start > All Programs > Rockwell Software >
FactoryTalk View > FactoryTalk View Studio.

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2. Select View Site Edition (Network Distributed) and then click Continue.

3. In the Existing tab, click the application name, select an application

language, and then click Open.

4. If prompted to convert the application the new version, click OK.

5. Wait until the HMI server and all project components in the application
are loaded, and then leave the application open in FactoryTalk View Studio.

Verify FactoryTalk Linx shortcuts To confirm that data communications are set up correctly in the migrated
application, verify that FactoryTalk Linx shortcuts point at the correct devices.

To verify FactoryTalk Linx shortcuts:

1. In FactoryTalk View Studio, expand the data server FactoryTalk Linx, and
then double-click Communications Setup.

2. In the Communications Setup editor, select each configured FactoryTalk

Linx shortcut, and ensure that it points at the correct device.

3. Save the configuration and close the Communications Setup editor.

Test the migrated application To test the migrated application, run the application on Workstation #1.

1. On Workstation #1, start a FactoryTalk View SE Client configuration.

2. Ensure that data communications are functioning as expected.

Step 9: Upgrade all run-time If you already have the Client Install Portal feature installed on the HMI server,
you can upgrade the clients through a web browser. For detailed instructions, see
clients
Install SE clients in a distributed system on page 47. Otherwise, you can use the
installation package. Follow the instructions below.

1. On the client computers, close all software programs that are currently
running.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Client and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

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Step 10: Test the migrated To test the migrated FactoryTalk View SE application, perform these tasks:
application  Run the migrated application on upgraded clients on page 92
 Verify that the system is functioning as expected on page 92
Run the migrated application on On each of the upgraded run-time client computers, run the existing FactoryTalk
upgraded clients View SE Client configuration file (.cli).

Verify that the system is functioning After the application starts running on the upgraded client computers, verify that
as expected display navigation, object animation, communications, alarming (if configured),
and other applications features are functioning as expected.

Upgrade a redundant Upgrading a redundant system can be done in parts, allowing you to keep your
system running without redundancy temporarily while you upgrade. During an
network distributed upgrade, a temporary system can help you with verification and validation.
application
Use the following multi-step checklist as a guideline for upgrading your redundant
system. Details about each step are provided in this chapter.

Part 1: Prepare for the upgrade

 Step 1: Prepare for the upgrade on page 93

 Step 2: Back up the application on Server #1 on page 94

Part 2: Set up a separate system and perform a partial upgrade

 Step 3: Set up a temporary upgrade system on page 95

 Step 4: Upgrade Server #2 on page 98
 Step 5: Upgrade Workstation #1 on page 98
 Step 6: Migrate the application on page 98
 Step 7: Upgrade selected run-time clients on page 99
 Step 8: Test the migrated application on page 100

Part 3: Upgrade remaining computers and restore redundancy

 Step 9: Upgrade remaining client computers on page 101

 Step 10: Upgrade Server #1 on page 102
 Step 11: Restore redundancy and finish upgrading on page 103

Example The following illustration shows an example of a FactoryTalk View SE network

distributed application with redundant servers.

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In this example, Server #1 is the name of the primary server computer, Server #2
is the name of the secondary server computer, and Workstation #1 is the name of
the engineering workstation. Assume that:

 The FactoryTalk Directory server, primary data server, primary HMI server,
and primary Tag Alarm and Event server are located on Server #1.
 The secondary data server, secondary HMI server, and secondary Tag Alarm
and Event server are located on Server #2.

Part 1: Prepare for the Use the following multi-step checklist as a guideline when you prepare for the
upgrade. For details, see the procedures that follow.
upgrade
 Have the FactoryTalk View installation package on hand
Step 1: Prepare for the upgrade
 Log on with administrative rights on page 93
 Record the names and passwords of administrative users on page 94
 Perform set-up tasks on application computers on page 94
 Ensure that the latest application files are on the primary server on page 94
Log on with administrative rights To perform certain tasks, the user performing the upgrade must have
administrative rights in Windows and at the FactoryTalk Network Directory.

Windows administrative rights are required to install FactoryTalk View and

supporting software because the Setup Wizard creates program folders and
modifies registry entries.

FactoryTalk administrative rights are required to log on to the FactoryTalk

Network Directory, for example, when you use the FactoryTalk Directory Server
Location Utility.

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To open the utility, you must log on as a FactoryTalk administrator on the local
computer. To specify a remote Network Directory location, you must also have
administrative rights on the remote computer.

FactoryTalk administrative rights are also required to back up and restore

FactoryTalk View SE applications.

Record the names and passwords of Before backing up the deployed application, ensure that you have recorded the
administrative users user names and passwords of users that belong to the FactoryTalk administrators
group.

Only members of the FactoryTalk administrators group can add, remove, or

modify FactoryTalk user accounts, if this is necessary after restoring a backed-up
application.

Perform set-up tasks on application Before upgrading FactoryTalk View SE, review the chapter Hardware, operating
computers system, and domain information on page 23. It contains information about tasks
you can perform on application computers, to ensure that FactoryTalk View SE
runs smoothly after it is installed. It also contains information about hardware and
software requirements, and application limits.

Ensure that the latest application During the upgrade described in this chapter, the application and HMI project
files are on the primary server files backed up on the primary server are restored on the secondary server, and
then migrated in FactoryTalk View Studio on the upgraded engineering
workstation.

To ensure that you migrate and re-deploy the most recent application, ensure that
the application and HMI project files you back up initially, on the primary server,
are the most recent application files.

Step 2: Back up the application Before backing up the deployed application, ensure that the most recent
application data is available for the upgrade on Server #1.
on Server #1
Use the Distributed Application Manager tool to back up the application. The
backup archive has an .APB extension, and includes all FactoryTalk Directory
data, such as accounts, passwords, policies and security settings. It also includes all
application contents like application configurations, HMI servers, data servers,
and tag Alarm and Event servers.

Tip: RSLinx Classic configuration files are not included when you back up a FactoryTalk
View SE application. You need to back up the RSLinx Classic configuration files
before upgrading. For instructions, see Back up and restore RSLinx Classic
configurations on page 58.

To back up the application:

1. On Server #1, select Start > All Programs > Rockwell Software >
FactoryTalk View > Tools > Distributed Application Manager.

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Tip: The logged on user must have the Backup and restore directory contents
permission. For more information, see FactoryTalk Security Help or check with your
System Administrator.

2. In the Create a Backup tab, select your application and specify the Host
Machine as Server #1.

3. Follow the wizard to back up the application on Server #1. For more
instructions, see Distributed Application Manager Help.

Part 2: Set up a temporary During this part, a temporary system is set up to test a partial upgrade that
involves Server # 2, Workstation #1, and selected run-time clients. For the test,
system and perform a Server #2 is set up to function as the primary server.
partial upgrade
Tip: It is recommended that you upgrade the software on some application clients,
confirm that the upgraded application is running as expected, and then upgrade
the software on the remaining clients. The number of clients to upgrade initially is
left to your discretion.

Step 3: Set up a temporary As part of the process, the original HMI project and application files that were
backed up on Server #1 are restored on Server #2. The restored application will
upgrade system
be migrated later, after Workstation #1 is upgraded.

Note: To avoid introducing incompatible software component versions into a deployed

production system, be sure to restore the HMI project and application files before
upgrading any software.

To set up a temporary system so that you can test a partial upgrade, perform the
tasks below. For details, see the procedures that follow.

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 Disable HMI and data server redundancy in the original application on page
96
 Copy the archive file to Server #2 on page 96
 Specify Server #2 as the Network Directory location on page 96
 Restore the application on Server #2 as the primary server on page 97
 Specify Server #2 as the Network Directory location for Workstation #1 on
page 97
 Disable redundancy on Server #2 on page 97
 Disable alarm and event history logging on page 98
Disable HMI and data server To ensure that Server #2 can be detached from the application for upgrading,
redundancy in the original open the application in FactoryTalk View Studio, and disable redundancy for the
application HMI server and data server.

To disable HMI and data server redundancy:

1. On Workstation #1, open the application in FactoryTalk View Studio.

2. In the Explorer window, right-click the HMI server and select Properties.

3. In the Redundancy tab, clear the check box Provide redundancy using a
secondary server, and click OK.

4. In the Explorer window, right-click the data server FactoryTalk Linx and
select Properties.

5. In the Redundancy tab, clear the check box Provide redundancy using a
secondary server, and click OK.

Copy the archive file to Server #2 Move the archive file (*.apb) created on Server #1 to Server #2.

Specify Server #2 as the Network 1. On Server #2, select Start > All Programs > Rockwell Software >
Directory location FactoryTalk Tools > Specify FactoryTalk Directory Location.

Tip: To use the utility, you have to log on as an administrator on the local computer.

2. Click the Browse button beside the field Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, select

This computer and click OK.

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Tip: To change the Network Directory location, you have to log on as an administrator
on the new Network Directory computer (local or remote).

4. Click OK and then restart Server #2.

Restore the application on Server #2 1. On Server #2, select Start > All Programs > Rockwell Software >
as the primary server FactoryTalk View > Tools > Distributed Application Manager.

Tip: The logged on user must have the Backup and restore directory contents
permission. For more information, see FactoryTalk Security Help or check with your
System Administrator.

2. In the Restore an Archive tab, specify the restore scope as Restore

application, with FactoryTalk Directory and the Primary Host as Server
#2.

3. Follow the wizard to restore the application. For more instructions, see
Distributed Application Manager Help.

Specify Server #2 as the Network 1. On Workstation #1, select Start > All Programs > Rockwell Software >
Directory location for Workstation #1 FactoryTalk Tools > Specify FactoryTalk Directory Location.

Tip: To use the utility, you have to log on as an administrator on the local computer.

2. Click the Browse button besides the field Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, select

Remote computer, type Server #2 and click OK.

Tip: To change the Network Directory location, you have to log on as an administrator
on the new Network Directory computer (local or remote).

4. Click OK and then restart Workstation #1.

Disable redundancy on Server #2 1. On Workstation #1, open the restored application in FactoryTalk View
Studio.

2. In the Explorer window, right-click the HMI server and select Properties.

3. In the Redundancy tab, clear the check box Provide redundancy using a
secondary server, and click OK.

4. In the Explorer window, right-click the data server FactoryTalk Linx and
select Properties.

5. In the Redundancy tab, clear the check box Provide redundancy using a
secondary server, and click OK.

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Disable alarm and event history After you restore the application, the alarm and event history logging is also
logging enabled on Server #2. It is recommended that you disable the history logging.
Follow the steps below.

1. On Workstation #1, open the restored application in FactoryTalk View

Studio.

2. In the Explorer window, right-click the Tag Alarm and Event server and
select Properties.

3. In the Priorities and History tab, clear the Enable history check box and
click OK.

Step 4: Upgrade Server #2 To upgrade the software components, install FactoryTalk View SE and any
necessary products updates on Server #2.

1. On Server #2, close all open Windows programs.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Server and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Step 5: Upgrade Workstation #1 To upgrade the software components, install FactoryTalk View Studio and any
necessary products updates on Workstation #1.

1. On Workstation #1, close all open Windows programs.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Studio Enterprise and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Step 6: Migrate the application To migrate the FactoryTalk View SE application that was restored on Server #2,
perform these tasks:

 Open the application in FactoryTalk View Studio on page 99

 Verify FactoryTalk Linx shortcuts on page 99

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 Test the migrated application on page 99

Open the application in FactoryTalk To migrate the application, open it in the new version of FactoryTalk View Studio
View Studio installed on upgraded Workstation #1.

To open the application:

1. On Workstation #1, select Start > All Programs > Rockwell Software >
FactoryTalk View > FactoryTalk View Studio.

2. Select View Site Edition (Network Distributed) and then click Continue.

3. In the Existing tab, click the application name, select an application

language, and then click Open.

4. If prompted to convert the application the new version, click OK.

5. Wait until the HMI server and all project components in the application
are loaded, and then leave the application open in FactoryTalk View Studio.

Verify FactoryTalk Linx shortcuts To confirm that data communications are set up correctly in the migrated
application, verify that FactoryTalk Linx shortcuts point at the correct devices.

To verify FactoryTalk Linx shortcuts:

1. In FactoryTalk View Studio, expand the data server FactoryTalk Linx, and
then double-click Communications Setup.

2. In the Communications Setup editor, select each configured FactoryTalk

Linx shortcut, and ensure that it points at the correct device.

3. Save the configuration and close the Communications Setup editor.

Test the migrated application To test the migrated application, run the application on Workstation #1.

1. On Workstation #1, start a FactoryTalk View SE Client configuration.

2. Ensure that data communications are functioning as expected.

Step 7: Upgrade selected To upgrade the software components, install FactoryTalk View SE Client and any
necessary products updates on the selected run-time clients. Perform these tasks
run-time clients
on each client computer. For details, see the procedures that follow.

 Install FactoryTalk View SE Client on page 99

 Specify Server #2 as the Network Directory location on client computers on
page 100
Install FactoryTalk View SE Client If you already have the Client Install Portal feature installed on the HMI server,

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you can upgrade the clients through a web browser. For detailed instructions, see
Install SE clients in a distributed system on page 47. Otherwise, you can use the
installation package. Follow the instructions below.

1. On the client computers, close all software programs that are currently
running.

2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Client and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Specify Server #2 as the Network After upgrading the software on the client computer, specify Server #2 as the
Directory location on client Network Directory location.
computers
To specify Server #2 as the Network Directory:

1. On each of the client computers, select Start > All Programs > Rockwell
Software > FactoryTalk Tools > Specify FactoryTalk Directory
Location.

Tip: To use the utility, you have to log on as an administrator on the local computer.

2. Click the Browse button besides the field Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, select

Remote computer, type Server #2 and click OK.

Tip: To change the Network Directory location, you have to log on as an administrator
on the new Network Directory computer (local or remote).

4. Click OK and then restart the client computer.

Step 8: Test the migrated To test the migrated application before upgrading remaining application
computers, perform these tasks:
application
 Start Server #2 and wait for it to finish starting on page 101
 Run the migrated application on upgraded clients on page 101
 Verify that the system is functioning as expected on page 101

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Start Server #2 and wait for it to If Server #2 is not already started, start the server and wait for the server to finish
finish starting starting.

To confirm that Server #2 has finished starting:

1. On Server #2, select Start > All Programs > Rockwell Software >
FactoryTalk Tools > Diagnostics Viewer.

2. In the FactoryTalk Diagnostics Viewer, check for the following

Diagnostics message:

The HMI Server <ApplicationName>//Server #2 is the

active server.

Tip: To find a message faster in the Diagnostics Viewer, on the View menu, click
Options. Then, in the Filter tab, create a Message filter with one or more
keywords from the message.

Run the migrated application on On each of the upgraded run-time client computers, run the existing FactoryTalk
upgraded clients View SE Client configuration file (.cli).

Verify that the system is functioning After the application starts running on the upgraded client computers, verify that
as expected display navigation, object animation, communications, alarming (if configured),
and other applications features are functioning as expected.

Part 3: Upgrade remaining This part involves upgrading the remaining run-time clients and Server # 1, and
restoring the redundancy. After upgrading, Server #2 becomes the primary server
clients and restore and Server #1 becomes secondary.
redundancy

Step 9: Upgrade remaining After testing the partially upgraded system, on the remaining client computers,
install FactoryTalk View SE Client and point at Server #2 as the Network
client computers
Directory. Perform these tasks:

 Install FactoryTalk View SE Client on page 99

 Specify Server #2 as the Network Directory for remaining clients on page
100
Install FactoryTalk View SE Client If you already have the Client Install Portal feature installed on the HMI server,
you can upgrade the clients through a web browser. For detailed instructions, see
Install SE clients in a distributed system on page 47. Otherwise, you can use the
installation package. Follow the instructions below.

1. On the client computers, close all software programs that are currently
running.

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2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Client and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Specify Server #2 as the Network After upgrading the software on the client computer, specify Server #2 as the
Directory location on client Network Directory location.
computers
To specify Server #2 as the Network Directory:

1. On each of the client computers, select Start > All Programs > Rockwell
Software > FactoryTalk Tools > Specify FactoryTalk Directory
Location.

Tip: To use the utility, you have to log on as an administrator on the local computer.

2. Click the Browse button besides the field Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, select

Remote computer, type Server #2 and click OK.

Tip: To change the Network Directory location, you have to log on as an administrator
on the new Network Directory computer (local or remote).

4. Click OK and then restart the client computer.

Step 10: Upgrade Server #1 To upgrade FactoryTalk View SE and supporting software on Server #1, install
FactoryTalk View SE Server and set up Server #1 to point at Server #2. Perform
these tasks:

 Install FactoryTalk View SE Server on page 102

 Specify Server #2 as the Network Directory for Server #1 on page 103
Install FactoryTalk View SE Server on 1. On Server #1, close all open Windows programs.
Server #1
2. Double-click Setup.exe within the installation package.

3. On the Welcome page, select Site Edition Server and click Next.

4. Follow the instructions to finish the installation. For more information, see
Install FactoryTalk View on page 35.

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Upgrade operating network distributed applications Chapter 9

5. After installation, install any necessary product updates. For more

information, see Install product updates on page 107.

Specify Server #2 as the Network 1. On Server #1, select Start > All Programs > Rockwell Software >
Directory for Server #1 FactoryTalk Tools > Specify FactoryTalk Directory Location.

Tip: To use the utility, you have to log on as an administrator on the local computer.

2. Click the Browse button beside the field Computer hosting directory
server.

3. In the FactoryTalk Directory Server Configuration dialog box, select

Remote computer, type Server #2, and then click OK.

Tip: To change the Network Directory location, you have to log on as an administrator
on the new Network Directory computer (local or remote). In this case, the new
location is remote.

4. Click OK again, and then restart Server #1.

Step 11: Restore redundancy Before finishing the upgrade, you need to enable the redundancy and check the
server status. If the status is not right, restart Server #1 and Server #2. Perform
and finish upgrading
the following tasks:

 Enable HMI and data server redundancy on page 103

 Enable alarm and event history logging on page 104
 Confirm the status of primary and secondary servers on page 104
 Start all run-time clients on page 104
Enable HMI and data server 1. On Workstation #1, open the application in FactoryTalk View Studio.
redundancy
2. In the Explorer window, right-click the HMI server and select Properties.

3. In the Redundancy tab, select the check box Provide redundancy using a
secondary server.

4. Under the Secondary Server area, type Server #1 and click OK.

5. In the Explorer window, right-click the data server FactoryTalk Linx and
select Properties.

6. In the Redundancy tab, select the check box Provide redundancy using a
secondary server.

7. Under the Computer running secondary server field, type Server #1 and
click OK.

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Chapter 9 Upgrade operating network distributed applications

8. From the menu, select Tools > Options. In the Settings tab, make sure the
Save edits to both active and standby HMI servers option is selected.

Enable alarm and event history If the alarm and event history logging is already disabled on Server #2, follow the
logging steps below to enable the history logging.

1. On Workstation #1, open the restored application in FactoryTalk View

Studio.

2. In the Explorer window, right-click the Tag Alarm and Event server and
select Properties.

3. In the Priorities and History tab, select the Enable history check box,
select the database and click OK.

Confirm the status of primary and On Workstation #1, in FactoryTalk View Studio, right-click the HMI server and
secondary servers then select Server Status.

In the Server Status dialog box:

 Server #2 and Active status are displayed in the fields Primary server and
Primary status respectively.
 Server #1 and Standby status are displayed in the fields Secondary server
and Secondary status respectively.
Tip: To switch the Active server to Server #1, click Switchover.

Start all run-time clients To ensure that the entire, upgraded application is functioning as expected, run the
existing FactoryTalk View SE Client configuration file on each run-time client
computer.

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 Appendix A

FactoryTalk tools and utilities

FactoryTalk View tools To run the following set of tools, select Start > All Programs > Rockwell
Software > FactoryTalk View > Tools, and then click the tool you want to run.

 Alarm Migration is software to migrate traditional HMI alarms to

FactoryTalk Alarms and Events tag-based alarms.
 Application Documenter is a stand-alone utility that provides detailed
information on FactoryTalk View SE and ME applications. This utility is a
browser that allows you to view the contents of the application’s
components and the tags used in these components. You can also print and
export the information.
 Application Manager is software for renaming, copying, deleting, backing
up, and restoring FactoryTalk View SE Station and FactoryTalk View ME
applications.
For FactoryTalk View SE network applications, use the Application
Manager to rename and delete an application only.

 DeskLock is software that prevents users of FactoryTalk View SE Client

and FactoryTalk View ME from gaining access to the Windows desktop
and system keys.
 Distributed Application Manager is software to back up or restore
network distributed applications within a single tool at a time.
 FactoryTalk View File Viewer is software to view and save log files such as
SE datalog files, ME datalog files, ME alarm log files and dBASE file.
 FactoryTalk View SE Cache Management Tool is software to manage the
temporary files of HMI Server components.
 FactoryTalk View SE Alternate Website Setup is software for setting up
secure access to application components under IIS.
 HMI Server Backup and Restore is a utility for backing up FactoryTalk
View SE HMI servers while they are running. Use this utility when backing
up or restoring a stand-alone system, or when deploying a distributed system
from one set of computers to another.
 Legacy Tag Database Conversion Utility is software for converting your
legacy tag database (before View 6.0) to a new format to work with
Microsoft SQL database.

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Appendix A FactoryTalk tools and utilities

 SE HMI Tag Alarm Log Setup is software for setting up HMI tag alarm
logging.
 SE HMI Tag Alarm Log Viewer is software for viewing the contents of
HMI tag alarm log files.
 SE Service Manager is a tool that allows you to stop or start the
FactoryTalk View HMI Service manually on the computer.
 Tag Import and Export Wizard is software for importing or exporting the
FactoryTalk View SE Server’s tag database.

FactoryTalk tools To run the following tool, select Start > All Programs > Rockwell Software >
FactoryTalk Alarms and Events, and then click the tool you want to run.

 Database Update Utility is a utility to merge the ConditionEvent and

TrackingEvent tables into the AllEvent table in the same database.

To run the following set of tools, select Start > All Programs > Rockwell
Software > FactoryTalk Tools, and then click the tool you want to run.

 Diagnostics Counter Monitor is software to check the status of tags and to

monitor the runtime values of counters and strings that are made available
by network clients for diagnostic purposes.
 Diagnostics Viewer is software for viewing the contents of FactoryTalk
Diagnostics logs, to help with troubleshooting the system.
 FactoryTalk Directory Configuration Wizard is software for setting up
the FactoryTalk Network Directory or Local Directory on the computer.
 Import RSSecurity Configuration is software for importing RSSecurity
setup information to FactoryTalk Security.
 Log On to FactoryTalk is software for logging users on and off the
FactoryTalk Directory.
 Rockwell Software Data Client is diagnostic software for testing client and
server data connections in an application.
 RSSecurity Emulator Install is software for installing the RSSecurity
Emulator, which emulates an RSSecurity Server for legacy products.
 Specify FactoryTalk Directory Location is software for specifying which
computer on the network contains the FactoryTalk Network Directory
service.
 Windows Firewall Configuration Utility is software for configuring
firewall settings for FactoryTalk View.

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 Appendix B

Common upgrade procedures

This section contains notes, common procedures and information from the
Rockwell Automation Knowledgebase that you may find helpful during
installation of FactoryTalk View products.

Install product updates After installing FactoryTalk View SE, you should locate and install patches for the
software products on your system. To locate patches, search the Rockwell
Automation Knowledgebase for Patch TOCs (Tables of Contents). The TOCs
contain lists of all available patches for your software. Go to
http://rockwellautomation.custhelp.com and select the Search Knowledgebase
tab.

A Patch TOC describes updates released for a particular product and version, and
provides instructions for downloading and installing the updates on computers
where the software is installed.

To find Patch TOCs in the Rockwell Automation Knowledgebase:

1. In your Web browser address bar, type

www.rockwellautomation.custhelp.com, then press Enter.

2. On the Rockwell Automation Support Center page, click the down arrow
on the Search Knowledgebase tab and select By Product.

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Appendix B Common upgrade procedures

3. Scroll down to Software and click on FactoryTalk View SE. In the Search
box, type Patch TOC and click Search.

In the search results, look for Patch TOCs related to all the products you
installed. If necessary, conduct additional searches for other newly-installed
applications, including:

 SE Client
 SE Server
 SE Station
 Studio Enterprise
 FactoryTalk Services Platform
 FactoryTalk Alarms and Events
 FactoryTalk Linx
 RSLinx Classic

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 Appendix C

Install Microsoft IIS

Microsoft Internet Information Services (IIS) is a critical service for a distributed

FactoryTalk View SE System. The Setup wizard detects and installs IIS
automatically if IIS is not available on the computer.

This appendix servers as a reference to help you troubleshoot issues and verify IIS
settings.

The following table shows whether IIS is required on your computers:

IIS required IIS not needed

 FactoryTalk View SE Server  FactoryTalk View SE Client
 FactoryTalk View Studio that needs to remotely connect to a Network FactoryTalk View SE  FactoryTalk View Studio
system.  Stand Alone FactoryTalk Linx Server
 Stand Alone FactoryTalk Directory Server

Manually install IIS The steps may vary because of different versions and configurations. Follow the
on-screen instructions that apply to the operating systems you are using. If
necessary, install IIS from your Microsoft Windows operating system installation
package.

To install IIS on Windows10, 8.1, 8, or 7:

1. Open Windows Control Panel, and click Programs.

2. Under Programs and Features, click Turn Windows features on or off.

The Windows Features dialog box will open.

3. Click the checkbox to the left of Internet Information Services to enable

settings.

4. Expand the Web Management Tools folders, and then expand the IIS 6
Management Compatibility folder.

5. Select the IIS Metabase and IIS 6 configuration compatibility check box.

6. Expand the World Wide Web Services folder and then expand the
Application Development Features folder.

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Appendix C Install Microsoft IIS

7. Select the ASP check box. The ISAPI Extensions check box should then be
selected automatically.

8. Under the World Wide Web Services folder, expand the Common
HTTP Features folder.

9. Under World Wide Web Services folder, expand the Security folder.

10. Select the Windows Authentication and URL Authorization check

boxes.

Tip: If IIS is installed correctly, you should be able to open the HMI server status page
on localhost first, then from another computer. To test this, open Internet Explorer,
in the address field, type http://localhost/rsviewse, or
http://computername/rsviewse then press Enter.

To install IIS on Windows Server 2016, 2012, or 2008 R2:

1. Select Start > Administrative Tools > Server Manager.

2. (Windows Server 2008 R2) In the Server Manager window, under Roles
Summary, click Add Roles.

(Windows Server 2012 or 2016) In the Server Manager Dashboard

window, click Add roles and features.

3. Use the Add Roles Wizard (or Add Roles and Features Wizard) to add the
Web Server (IIS) role.

4. To install the Web Server, some additional Windows features might need to
be installed. In each case, click Add Required Features.

5. Click to expand Security, and then select the Windows Authentication

and URL Authorization check boxes.

6. Click to expand Application Development, and then select ASP.

7. When prompted to install ISAPI Extensions, click Add Required Role

Services.

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Install Microsoft IIS Appendix C

The following example shows the installation for Windows Server 2008 R2.

8. Click to expand Management Tools and then expand IIS 6 Management

Compatibility.

9. Under IIS 6 Management Compatibility, select IIS 6 Metabase

Compatibility.

The following example shows the installation for Windows Server 2008 R2.

10. Click Next, and then accept the default selections at each remaining step of
the wizard by clicking Next until all of the steps are complete.
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Appendix C Install Microsoft IIS

11. At the end of the wizard, click Install to install the Web Server role.

About uninstalling IIS If for some reasons, you need to uninstall and then reinstall IIS, after reinstalling,
you need to recreate the virtual directories in IIS.

Use RSViewWebManager to recreate the virtual directories. The default location

is:

 C:\Program Files (x86)\Rockwell Software\RSView

Enterprise\RSViewWebManager.exe for 64-bit operating systems
 C:\Program Files\Rockwell Software\RSView
Enterprise\RSViewWebManager.exe for 32-bit operating systems

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 Appendix D

Use command-line installation

You can typically use this installation method for unattended installation.

The unattended installation is an automated installation method that reduces user

interaction. It is typically used for large-scale rollouts when it might be too slow
and costly to have administrators or technicians interactively install FactoryTalk
View on individual computers.

Perform command-line The command-line installation requires the administrator permission. The steps
may vary slightly depending on your operating system.
installation
To perform command-line installation:

1. Close all open Windows programs.

2. Open the Command Prompt window.

3. In the Command Prompt window, navigate to

C:\Users\Public\Documents\FTView, where
C:\Users\Public\Documents\FTView is the folder containing the
FactoryTalk View installation package, and press Enter.

4. If the User Account Control dialog box shows, click Yes.

5. In the Command Prompt window, type a command line with the

following syntax and press Enter.

Setup.exe [/parameter=value] [...]

For more information about parameters, type Setup.exe /? or see Command-line

parameters on page 113.

Command-line parameters The following table identifies the installation command-line parameters.
Command-line parameters are case-insensitive. However, if a specified value
includes a space, be sure to enclose the value in quotation marks (for example,
"value with spaces").

Parameter Description
/? Shows the usage options for installation parameters.

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Appendix D Use command-line installation

Parameter Description
/Q Silent Install. Install runs in a quiet mode without any user interface.
This parameter is recommended if you are deploying the software installation using an IT tool or script, and don’t
expect to see any error or restart messages. When using this parameter, your IT tool or script should check the
error codes, and respond as needed. For example, if the installation returns error code 1641, then the IT tool or
script should restart the computer and relaunch the installation after restart.
This parameter is required if /QS or /Record is not specified.
/QS Unattended Install. Install runs in a quiet simple mode and shows progress through the UI. It does not accept any
input, but still shows error or restart messages.
When using this parameter, you will not have to check the error codes, and the installation will stop and show a
prompt if there are error or restart messages. For example, if an immediate restart is required to complete the
install, a restart message will be shown for you to confirm the restart. Installation resumes automatically from
the point of interruption after restart.
This parameter is required if /Q or /Record is not specified.

/IAcceptAllLicenseTerms Acknowledges acceptance of the license terms and agreement to continue the installation.
This parameter is required.
/AutoRestart Automatically restarts the computer after the installation is complete. Used when a restart is required to
complete the installation.
This parameter is optional. If this parameter is not used, silent install (/Q) will return error code 1641 or 3010 if a
restart is required, and unattended install (/QS) will result in a confirmation prompt that must be agreed to
before the installation is completed.
/SetupLanguage="value" Specifies which language will be shown during install process.
The value must be one of the following:
 ENU
 CHS
 DEU
 ESP
 FRA
 ITA
 JPN
 KOR
 PTB
This parameter is optional. If this parameter is not used, the default language is the current user or operating
system user interface language.
/Record Records the installation options chosen to a recording file.
This parameter is optional.
/Playback Plays back a recording file to specify the installation options.
This parameter is optional.

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Use command-line installation Appendix D

Parameter Description
/Product="value" Specifies which product will be installed.
The value must be the one of following:
 Studio Enterprise
 Site Edition Server
 Site Edition Client
 Site Edition Station
 FactoryTalk ViewPoint SE
 Stand-alone FactoryTalk Linx Server
 Stand-alone FactoryTalk Directory Server
This parameter is required.
/Uninstall Uninstalls components that are already installed with the product specified.
This parameter is optional.
/ProductLanguage="value" Specifies the language version of the software being installed.
The value must be one of the following:
 ENU
 CHS
 DEU
 FRA
 JPN
This parameter is optional. If this parameter is not used, the default language is the same as the setup language.
If the software does not support multiple languages, this parameter is not available.

/InstallDrive="value" Specifies the installation drive.

This parameter is optional. If this parameter is not used, the default install drive is C:.

/SerialNumber="value" Specifies the serial number of the software being installed. This is used to activate the software during
installation.
This parameter is optional. If it is not specified the software must be activated manually after installation if
activation is required.
Some software does not require activation. If activation is not required, this parameter is not available.
/ProductKey="value" Specifies the product key used to get activation keys during installation.
This parameter is optional. If it is not specified, the software must be activated manually after installation if
activation is required.
Some software does not require activation. If activation is not required, this parameter is not available.

/Version="value" Specifies the version of the software to activate which corresponds to the product version associated with the
SerialNumber and ProductKey.
This parameter is optional. If it is not specified, the installer will use the most recent product version available.
Some software does not require activation. If activation is not required, this parameter is not available.

Error codes

The following table identifies the error codes that can be returned by an
installation.

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Appendix D Use command-line installation

Error Code Value Description

ERROR_SUCCESS 0 Installation completed successfully.
ERROR_INVALID_PARAMETER 87 One parameters is invalid.
ERROR_INSTALL_USEREXIT 1602 Installation cancelled by user.
ERROR_INSTALL_FAILURE 1603 Fatal error during installation.
ERROR_BAD_CONFIGURATION 1610 Configuration data for product corrupt. Contact support personnel.
ERROR_REBOOT_CONTINUE 1641 Restart required to continue installation.
ERROR_SUCCESS_REBOOT_REQUIRED 3010 Restart required to complete installation. After restart, product is successfully installed.
ERROR_REBOOT_PENDING 3012 Restart pending. Restart computer for installation to continue.

Examples The following examples show how to use the commands for the installation.

Example 1: Install with default settings

Setup.exe /Q /IAcceptAllLicenseTerms /Product="Studio

Enterprise"

means:

 FactoryTalk View Studio Enterprise will be installed with default settings.

Example 2: Install with customized settings

Setup.exe /QS /IAcceptAllLicenseTerms /AutoRestart

/SetupLanguage=CHS /Product="Site Edition Client"
/SerialNumber=0123456789 /ProductKey=ABCDE-FGHIJ
/Version=10.00.00

means:

 FactoryTalk View Site Edition Client version 10.00.00 will be installed.

 The displayed language is Chinese during the installation.
 The setup will get activation keys during installation if the serial number
0123456789 and product key ABCDE-FGHIJ are valid.
 After the installation, if a restart is required, the computer will be restarted
automatically.

Example 3: Install and record selections

Setup.exe /Record

means

 FactoryTalk View will open the Setup wizard and record your selections
during the installation.

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Use command-line installation Appendix D

 When complete, FactoryTalk View will save the recording file to your
desktop.

Example 4: Install with a recording file

Setup.exe /Q /IAcceptAllLicenseTerms
/Playback="C:\Users\Public\FactoryTalk View Studio
Enterprise.rec"

means:

 FactoryTalk View will use the recording file FactoryTalk View Studio
Enterprise.rec to complete the installation.

Example 5: Uninstall

Setup.exe /Q /Uninstall /Product="Studio Enterprise"

means:

 FactoryTalk View Studio Enterprise and the components that are installed
with FactoryTalk View Studio Enterprise will be uninstalled.
 Components, such as FactoryTalk Activation Manager, that are shared with
other products will not be uninstalled.

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 Appendix E

Troubleshoot KEPServer Enterprise

If you are using KEPServer Enterprise as an OPC server with FactoryTalk View
version 9.00.00 or later and using an HMI tag to connect to a third-party device,
you will not be able to access the tag value. The cause is that the security
enhancements in FactoryTalk View version 9.00.00 or later affect the
communications with third-party devices. To access the tag value, additional
Distributed Component Object Model (DCOM) configuration is required for
KEPServer Enterprise on the computers.

If you are using a direct reference tag through the KEPServer Enterprise OPC
server, you can access the tag value successfully.

Set DCOM configuration for In the following steps, KEPServer Enterprise 5.19 is used as an example. The steps
also apply to earlier versions of KEPServer Enterprise.
KEPServer Enterprise
To set DCOM configuration for KEPServer Enterprise

1. Open Component Services.

Tip: You can open Component Services from Control Panel > Administrative Tools,
or use the search box on the Windows Start menu or the taskbar. For more
information about how to open Component Services, see Windows Help.

2. From the console tree, select Component Services > Computers > My
Computer > DCOM Config.

3. Under the DCOM Config node, right-click KEPServiceEnterprise 5.19

and select Properties.

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Appendix E Troubleshoot KEPServer Enterprise

4. In the KEPServerEnterprise 5.19 Properties dialog box, click the Security

tab.

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Troubleshoot KEPServer Enterprise Appendix E

5. In the Launch and Activation Permissions area, select Customize and

click Edit. The Launch and Activation Permission dialog box opens.

6. If LOCAL SERVICE is not in the Group or user names box, add

LOCAL SERVICE.

a. Click Add.

b. In the Select Users or Groups dialog box, enter LOCAL SERVICE.

c. Click OK.

LOCAL SERVICE shows in the Group or user names list.

7. Allow Local Launch permission and Local Activation permission for

LOCAL SERVICE.
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Appendix E Troubleshoot KEPServer Enterprise

a. In the Group or user names box, select LOCAL SERVICE.

b. In the Permissions for LOCAL SERVICE box, select the Allow

check boxes for Local Launch and Local Activation.

c. Click OK.

8. On the Security tab, in the Access Permissions area, select Customize and
click Edit. The Access Permission dialog box opens.

9. If LOCAL SERVICE is not in the Group or user names box, add

LOCAL SERVICE. For detailed instruction, see step 6.

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Troubleshoot KEPServer Enterprise Appendix E

10. Allow Local Access permission and Remote Access permission for LOCAL
SERVICE. For detailed instruction, see step 7.

11. Click OK to close the KEPServerEnterprise 5.19 Properties dialog box.

12. Restart the computer to apply the changes.

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 Index
activation keys 51
A  sharing 52
about administrator rights
activation keys 51 required for backing up and restoring 58
Application Documenter 105 required for upgrading 93
Application Manager 105 alarms and events
DeskLock 105 hardware requirements 23
Diagnostics Viewer 106 Application Documenter 105
FactoryTalk Activation 49 Application Manager 105
FactoryTalk Directory Configuration Wizard 106 Application Documenter 68, 77
FactoryTalk Services Platform 19 application servers
FactoryTalk View SE Alternate Website Setup 105 operating system requirements 25
FactoryTalk View SE Cache Management Tool 105 applications
FactoryTalk View SE Client 17 backing up 55
FactoryTalk View SE Server 17, 105 deploying local 67, 77
FactoryTalk View Site Edition 15 deploying network 55
FactoryTalk View Studio 16 restoring 68, 77
HMI servers 17, 73, 81 restoring local 68, 77
Import RSSecurity Configuration 106 restoring network 58
Log On to FactoryTalk 106 run-time clients 64, 81
Rockwell Software Data Client 106 testing 100
RSSecurity Emulator Install 106 troubleshooting 28
SE HMI Tag Alarm Log Setup 105 upgrading 92
SE HMI Tag Alarm Log Viewer 105 upgrading redundant 92
SE Service Manager 105 upgrading run-time clients 99, 101
Specify FactoryTalk Directory Location 106 auto-negotiation
Tag Import and Export Wizard 105 of NIC for unmanaged switches 29, 30
tools and utilities 106
unattended installation 35, 113
B 
Uninstall FactoryTalk View 105
Windows Firewall Configuration Utility 106 backing up and restoring
activating 49 data servers 69, 79
about keys 51 naming computers 70, 80
borrowed activation files 51 renewing shortcuts, topics, and device paths 59, 99
floating activation files 50, 52 RSLinx Classic Backup Restore Utility 59
grace period 49 servers 97, 98
read-write keys 52 System folder 57, 58, 78
sharing keys 52 troubleshooting 66
troubleshooting 49, 51 upgrading 94
view-only keys 52
activation files C 
floating 50, 52
read-write 52 clients
troubleshooting 49, 51 copying files 65
upgrading to enable borrowing 51 run-time 64, 81
view-only 52 starting at run-time 66, 83
Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 125
Index

troubleshooting 66 renewing after backup and restore 59, 99

upgrading 99, 101 Diagnostics Viewer 106
using floating activations 52 documentation 10
clocks FactoryTalk View SE 9
synchronizing time 27 domains
compatibility controller requirements 27
Windows 27 design considerations 26
components setting up 26
choosing which ones to install 36 duplex
computer names 28 setting up for NIC 30
data servers 70, 80
troubleshooting 28
computers
E 
naming 28, 70, 80 engineering workstations
synchronizing time 27 upgrading 98
troubleshooting naming 28

F 
D  FactoryTalk Alarms and Events
Data Execution Prevention (DEP) hardware requirements 23
setting up 33 FactoryTalk Diagnostics Viewer 100
data servers FactoryTalk Directory 17
backing up and restoring RSLinx Classic 59 FactoryTalk Directory Configuration Wizard 106
moving files 69, 79 FactoryTalk Linx
renewing shortcuts, topics, and device paths 59, 99 backing up and restoring device paths 68
troubleshooting loading 80 FactoryTalk Services Platform 19
DCOM protocols FactoryTalk Help 86
removing unnecessary 33 FactoryTalk tools and utilities 106
deploying local applications 67, 77 FactoryTalk View SE Alternate Website Setup 105
backing up 68, 77 FactoryTalk View SE Cache Management Tool 105
backing up the Local Directory 78 FactoryTalk View SE Client 17
creating new client files 64 copying client files 65
moving RSLinx Classic files 59 creating new client files 64
restoring 68, 77 file locations 65, 66, 83
restoring the Local Directory 78 setting up security 65
starting or stopping HMI servers 80 starting 66, 83
updating data server names 70 starting when Windows starts 83
deploying network applications 55 using .cli file 66, 83
backing up 55 FactoryTalk View SE Server 17
changing HMI server properties 60 FactoryTalk View Site Edition 15
copying client files 65 documentation set ix 9
creating new client files 64 installing 35
restoring 58 release notes 9
synchronizing HMI servers with projects 63 upgrading 85
updating data server names 70 FactoryTalk View Studio 16
DeskLock 65, 105 file locations
device paths SE Client files 65, 66, 83
126 Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018
 Index

finding information knowledgebase 26, 27, 107

about FactoryTalk 86
about FactoryTalk View SE 9
on the Internet 10
L 
technical support 10 loading
firewalls data servers 70
third-party incompatible 31 local applications
folders administering at run time 75
SE Client files 65, 66, 83 run-time clients 81
security 65
Local Directory
G  restoring 78
grace period Log On to FactoryTalk 106
activating FactoryTalk View SE 49

M 
H  moving files
hardware requirements 23 data servers 69, 70, 79, 80
FactoryTalk Alarms and Events 23
HMI Server Backup and Restore utility 105
HMI servers 17, 73
N 
setting up properties 60 naming
starting or stopping 60, 73 computers 28, 70, 80
synchronizing with projects 63 data server computers 70, 80
troubleshooting computer names 28
network applications
I  run-time clients 64
Import RSSecurity Configuration 106 security 65
incompatible firewalls 31 troubleshooting 66
installing Network Directory
choosing components 36 specifying location 45, 96
FactoryTalk View SE 35 network interface cards (NIC)
product updates 107 disabling power saving 31
troubleshooting 85 duplex 30
upgrading 85 troubleshooting 30
Internet Explorer network switches
removing enhanced security configuration 31 troubleshooting 30
Internet Information Services (IIS) networks
configuring 109 removing unnecessary DCOM protocols 33
uninstalling 112
Internet technical support 10
O 
OLE for Process Control (OPC)
K  renaming data servers 80
keys using for communications 20
FactoryTalk Activation 51 online Help
sharing for FactoryTalk Activation 52 FactoryTalk Services Platform 86
Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 127
Index

release notes 9, 86 locations of SE Client files 65, 66, 83

operating systems setting up FactoryTalk View SE Clients 64
requirements 24
operator workstations
upgrading 99
S 
overview SE HMI Tag Alarm Log Setup 105
deploying local applications 55, 67 SE HMI Tag Alarm Log Viewer 105
upgrading redundant applications 92 SE Service Manager 105
security
DeskLock tool 65
P  locking users into FactoryTalk View 65
ports removing enhanced in Internet Explorer 31
troubleshooting on network switches 30 servers
power saving backing up and restoring 97, 98
disabling for NIC 31 disabling redundancy for upgrade 96
product updates loading 80
installing 107 operating system requirements for applications 25
project files redundancy 97, 98
folder locations 65, 83 replication 63
synchronizing redundant 63
upgrading 97, 98, 101, 102
R  verifying running 100
redundancy service packs
disabling for upgrade 96 Windows compatibility 27
operating system requirements 26 sharing activation keys 52
replicating changes 63 shortcuts
servers 97, 98 renewing after backup and restore 59, 99
synchronizing servers and projects 63 Specify FactoryTalk Directory Location 45, 96, 106
troubleshooting 60, 63 switches
release notes 9, 86 using unmanaged 29, 30
FactoryTalk View SE 9 synchronizing
replication redundant servers 63
of redundant servers 63 time on computers 27
restoring network applications 58 troubleshooting redundancy 63
Rockwell Automation Knowledgebase 26, 27, 107 System Configuration Guide
Rockwell Automation Literature Library 10 for FactoryTalk Security 55
Rockwell Software System folder
contacting 10 backing up 57
Rockwell Software Data Client 106 restoring 58, 78
RSLinx Classic system requirements
Backup Restore Utility 59 application servers 25
RSSecurity Emulator Install 106 domain controllers 27
RSView Enterprise hardware 23
upgrading to FactoryTalk View Site Edition 92 operating systems 24
RSView SE Client 17 redundancy 26
RSView SE Server 17 workgroups 27
run time
128 Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018
 Index

T  U 
Tag Import and Export Wizard 105 Unattended installation 35, 113
technical support 10 Uninstall FactoryTalk View 105
testing unmanaged switches
upgraded applications 100 auto-negotiation 29, 30
third-party firewalls using 29, 30
incompatible 31 upgrading 49, 85
time about activation keys 50, 51, 52
synchronizing on computers 27 backing up and restoring 94
using scheduled downtime for upgrades 95 disabling redundancy 96
tools and utilities 106 from RSView Enterprise to FactoryTalk View 86
Alarm Log Setup 105 grace period 49
Alarm Log Viewer 105 installing product updates 107
Application Documenter 105 non-redundant applications 86
Application Manager 68, 105 planning 93
DeskLock 65, 105 read-write keys 52
Diagnostics Viewer 106 run-time clients 99, 101
FactoryTalk 106 servers 97, 98, 101, 102
FactoryTalk Directory Configuration Wizard 106 sharing activation keys 52
FactoryTalk View SE Alternate Website Setup 105 testing applications 100
FactoryTalk View SE Cache Management Tool 105 troubleshooting 49, 51, 96
HMI Server Backup and Restore 105 upgrading for borrowed activation files 51
Import RSSecurity Configuration 106 using scheduled downtime 95
Log On to FactoryTalk 106 view-only keys 52
Rockwell Software Data Client 106 workstations 98, 99, 101
RSSecurity Emulator Install 106
SE HMI Tag Alarm Log Setup 105
SE HMI Tag Alarm Log Viewer 105
V 
SE Service Manager 105 virtual directories
Specify FactoryTalk Directory Location 45, 96, 106 recreating in IIS 112
Tag Import and Export Wizard 105
Uninstall FactoryTalk View 105
W 
Windows Firewall Configuration Utility 106
topics Windows
renewing after backup and restore 59, 99 compatibility 27
troubleshooting file locations 66, 83
applications 66 firewall 31
clients 66 service packs 27
data servers 80 starting SE Client with Windows 83
FactoryTalk Activation 49 Windows Firewall Configuration Utility 106
network applications 66 workgroups
network interface cards (NIC) 30 design considerations 26
network switches 30 setting up 26
redundancy 60, 63 system requirements 27
workstations
upgrading 98, 99, 101
Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018 129
Index

130 Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018

Rockwell Automation support
Rockwell Automation provides technical information on the web to assist you in using its products. At
http://www.rockwellautomation.com/support you can find technical and application notes, sample code, and links to software service packs. You
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In addition, we offer multiple support programs for installation, configuration, and troubleshooting. For more information, contact your local
distributor or Rockwell Automation representative, or visit http://www.rockwellautomation.com/services/online-phone .

Installation assistance
If you experience a problem within the first 24 hours of installation, review the information that is contained in this manual. You can contact
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Rockwell Automation Publication VIEWSE-IN003P-EN-E -February 2018

Supersedes Publication VIEWSE-IN003O-EN-E Copyright © 2018 Rockwell Automation Technologies, Inc. All Rights Reserved. Printed in the U.S.A.