FactoryTalk AssetCentre Basic Operation to Advanced Configuration

Publication Number -- Date Copyright © 2010 Rockwell Automation, Inc.

RSTechED 2011 IA02 – FactoryTalk AssetCentre Basic Operation to Advanced Configuration

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Hands-On Lab IA02 — FactoryTalk AssetCentre Basic Operation to Advanced Configuration

Contents

Hands-On Lab IA02 — FactoryTalk AssetCentre Basic to Advanced Configuration ..... 3

Before you begin ......................................................................................................................................... 8

About this lab ................................................................................................................................................ 8

Basic Section ................................................................................................................................................ 8

Advanced Section ......................................................................................................................................... 9

Software ........................................................................................................................................................ 9

Lab files ......................................................................................................................................................... 9

Classroom setup ....................................................................................................................................... 10

Lab Background ........................................................................................................................................ 12

Introduction to FactoryTalk AssetCentre .................................................................... 13

FactoryTalk AssetCentre Server ................................................................................................................. 13

Launching FactoryTalk AssetCentre ........................................................................................................... 14

FactoryTalk AssetCentre Interface Walk-through ....................................................................................... 15

Archive Interface Walk-through ................................................................................................................... 16

Check-out Master File ................................................................................................................................. 16

Check-out Master File ................................................................................................................................. 17

Disaster Recovery ..................................................................................................................................... 18

Download Master File ................................................................................................................................. 18

Undo Check-Out Master File....................................................................................................................... 19

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Archive (Change Control) ......................................................................................................................... 21

Check-out Master File via RSLogix 5000 .................................................................................................... 21

Verify the file is checked-out in FactoryTalk AssetCentre .......................................................................... 24

Make Online Changes ................................................................................................................................. 25

Logs ............................................................................................................................................................ 27

Start the Logs plug-in .................................................................................................................................. 28

Select Audit Log View ................................................................................................................................. 29

Select Audit Log View ................................................................................................................................. 30

Using Filters ................................................................................................................................................ 31

Searches .................................................................................................................................................... 33

Start the Search plug-in .............................................................................................................................. 34

Search Interface Walk-through ................................................................................................................... 35

View the report ............................................................................................................................................ 37

Schedules .................................................................................................................................................. 40

Start Scheduling plug-in .............................................................................................................................. 40

Scheduler Interface Walk-through .............................................................................................................. 41

Execute the schedule .................................................................................................................................. 42

Examine schedule results ........................................................................................................................... 43

Check-in RSLogix 5000 File (housekeeping) .............................................................................................. 45

Conclusion ................................................................................................................................................. 46

Appendix 1: Receive PanelView Plus User Audits in FactoryTalk AssetCentre ........ 47


Checking out a FactoryTalk View ME Station Application .......................................................................... 48

Machine Edition (ME) Station ...................................................................................................................... 49

Examining a PanelView Plus (ME Station) audits .................................................................................. 50

AssetCentre Audit Log View ....................................................................................................................... 51

Review how to Configure Station audits ..................................................................................................... 52

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Appendix 2: Using Binders .......................................................................................... 53


Binder and Archive View Walk-through ...................................................................................................... 54

Open the Binder .......................................................................................................................................... 55

Change filter contents ................................................................................................................................. 55

Check In the Binder ..................................................................................................................................... 56

Appendix 3: Disaster Recovery for Remote Computers ............................................. 58


Create a Remote Computer ........................................................................................................................ 59

Create a Binder ........................................................................................................................................... 61

Verify existing Schedule .............................................................................................................................. 63

Make Changes ............................................................................................................................................ 64

Execute the Schedule ................................................................................................................................. 67

Examine schedule results ........................................................................................................................... 67

Appendix 4: Disaster Recovery for Siemens S7 Processors....................................... 69


Create a Siemens S7 Asset ........................................................................................................................ 70

View Siemens S7 Disaster Recovery Options and Compare Report ......................................................... 76

Move Backup Data to Configuration Data ................................................................................................... 79

Appendix 5: Archive Auto Check-In & Desktop Shortcuts .......................................... 82

Archive Auto Check-in .............................................................................................................................. 82


Create and Configure for Auto Check-in ..................................................................................................... 83

Exercise auto check-in ................................................................................................................................ 84

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Using Desktop Shortcuts for Archive Files ............................................................................................ 85

Create shortcut ............................................................................................................................................ 85

Exercise shortcut ......................................................................................................................................... 86

Appendix 6: Process Device Configuration at a Glance ............................................. 87

Introduction to FTD-DTM ............................................................................................................................ 87

What is Field Device Tool (FDT)? ............................................................................................................... 87

Here’s how it works ..................................................................................................................................... 87

DTM’s and Network Topology ..................................................................................................................... 88


DTM Catalog ............................................................................................................................................... 90

DTM View .................................................................................................................................................... 91

Offline Parameterization .............................................................................................................................. 93

Appendix 7: Securing FactoryTalk AssetCentre ......................................................... 96


Creating new Users and Groups ................................................................................................................. 97

Securing AssetCentre functions (Design Mode) ....................................................................................... 101

Securing the FactoryTalk AssetCentre Asset Tree ................................................................................... 103

Exercise Security Configuration ................................................................................................................ 106

Appendix 8: FactoryTalk AssetCentre - Event & Audit Log Cleanup Utility .............. 108

Launching FactoryTalk AssetCentre ......................................................................................................... 108

Create and Purge Log data ....................................................................................................................... 109

View Purge Log data ................................................................................................................................. 111

Appendix 9: Backup and Restore FactoryTalk AssetCentre .................................... 112

AssetCentre Database Backup .............................................................................................................. 112

AssetCentre Database Transaction Logs Backup .................................................................................... 116

Scheduling Backups .................................................................................................................................. 117

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Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008 .................................................. 122

Appendix 10: FactoryTalk AssetCentre Instrument Management ........................... 125

What is Calibration Management? ............................................................................................................ 125

FactoryTalk AssetCentre Calibration Management Walk-through ............................................................ 125

View Calibration Data in FactoryTalk AssetCentre ................................................................................... 128

View ProCalV5 .......................................................................................................................................... 130

Master Instrument Record (MIR)............................................................................................................... 132

General Info Tab ....................................................................................................................................... 132

Calibration Points Tab ............................................................................................................................... 133

Instrument Report ..................................................................................................................................... 134

Section 1: Perform a Calibration using a Hand Held Calibrator ........................................................ 137

Prepare the Hand Held Calibrator ............................................................................................................. 137

Download to Calibrator .............................................................................................................................. 137

Preparing Cerabar Instrument for Calibration ........................................................................................... 141

Prepare Fluke 744 Hand Held Calibrator .................................................................................................. 145

Select Calibration Task ............................................................................................................................. 147

Calibrate As Found Instrument Values ..................................................................................................... 148

Calibrate As Left Instrument Values ......................................................................................................... 157

Upload Completed Calibration from Fluke 744 Calibrator ........................................................................ 160

Verify Calibration in FactoryTalk AssetCentre Calibration Management .................................................. 162

Reconnect the Instrument to Lab Kit ......................................................................................................... 163

Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument ................................. 164

New Calibration ......................................................................................................................................... 164

Enter Calibration Results .......................................................................................................................... 165

View Calibration Results ........................................................................................................................... 167

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Before you begin

About this lab Welcome to RSTechED 2011 Hands-On Lab IA02 – FactoryTalk AssetCentre Basic Operation to

Advanced Configuration. This lab has two main sections: Basic and Advanced, with the latter comprised

of a series of stand-alone appendices.

If you have minimal to no exposure to FactoryTalk AssetCentre, then the basic section of the lab is for

you. The basic section provides you with an opportunity to explore FactoryTalk AssetCentre Core and

Extended features. Core features include version control for factory floor assets like ControlLogix, PLC5,

SLC500, Panel View Plus, Drives, etc. Extended features include Disaster Recovery for these devices. If

you complete the Basic section, please feel free to move into the advanced section.

If you have previously had exposure to FactoryTalk AssetCentre, then the advanced section would be a

more appropriate place to start. If you complete the advanced section, please feel free to review the

basic section.

Basic Section The Basic section has a start and end point, meaning that you start with Launching FactoryTalk

AssetCentre and review basic functionality. Once finished, you’ll have the option to review the advanced

section for a closer look at any of the basics, or other functionality. As you complete the basic section in

this hands-on session, you will:

Perform a Disaster Recovery operation on a controller (ControlLogix)

Make a change to an existing processor using change control procedures

Compare your local copy to that of the Master file via RSLogix 5000

Examine audits in FactoryTalk AssetCentre via Logs and Searches

Run a Backup and Compare schedule and examine the results

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Advanced Section The Advanced section is a collection of advanced topics with no defined start or end point. The following

sections can be performed in any order, according to your interests. As you complete the advanced

section in this hands-on session, you will:

Receive PanelView Plus Audits in FactoryTalk AssetCentre

Configure Binders

Use Disaster Recovery for Remote Computers

Use Disaster Recovery for Siemens S7 Processors

Configure Archive Auto Check-In & Desktop Shortcuts

Review Process Device Configuration (at a glance)

Configure FactoryTalk AssetCentre Security

Run FactoryTalk Log Cleanup Utility

Back up and Restore FactoryTalk AssetCentre with Microsoft SQL Server 2008

Review Calibration Management

Software This Hands-On Lab uses the following software:

Microsoft Windows 2003 Server Standard R2 with SP2

FactoryTalk AssetCentre v4.0

RSLogix 5000 v19

FactoryTalk View Studio and FactoryTalk View ME v6.0

SoftLogix v19

VMware Workstation v7.1

MSSQL 2008 R2

Lab files This Hands-On Lab uses the following files:

Test Rack program (C:\Lab Files) Test Rack_Backup program (C:\Lab Files) Sample Siemens Compare.pdf (C:\Lab Files)

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Classroom setup

This lab is conducted using one VMware Workstation virtual machine running on each PC in the

classroom. VMware Workstation is virtual machine software that allows you to emulate one or more PCs

on your ‘host’ PC.

Virtual Machines and lab domains The virtual machine is setup as follows:

Machine description Machine name Operating system

FactoryTalk AssetCentre System FTAC-DEMO11 Windows Server 2003 R2

FactoryTalk AssetCentre does not require a domain; this lab is conducted in a Windows workgroup

named WORKGROUP.

User and Passwords Following are the Windows user logins and passwords that may be used in the lab:

Login Password Full user name Group / user type

administrator rockwell System Administrator Windows Administrator

FactoryTalk Administrators

Labuser rockwell System Administrator Windows Administrator

FactoryTalk Administrators

FactoryTalk Security’s single sign-on feature has been enabled as part of this lab. This means that FactoryTalk Security will automatically use your operating system login to authenticate your security rights in FactoryTalk AssetCentre. Should you need to manually log into FactoryTalk AssetCentre, we will use the same log-in credentials (see above).

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Document conventions Throughout this workbook, we have used the following conventions to help guide you through the lab

materials.

This style or symbol: Indicates:

Words shown in bold italics (e.g.,

RSLogix 5000 or OK)

Any item or button that you must click on, or a menu

name from which you must choose an option or

command. This will be an actual name of an item that

you see on your screen or in an example.

Words shown in bold italics,

enclosed in single quotes (e.g., 'Controller1')

An item that you must type in the specified field. This is

information that you must supply based on your

application (e.g., a variable).

Note: When you type the text in the field, remember that

you do not need to type the quotes; simply type the words

that are contained within them (e.g., Controller1).

The text that appears inside of this gray box is

supplemental information regarding the lab materials, but

not information that is required reading in order for you to

complete the lab exercises. The text that follows this

symbol may provide you with helpful hints that can make

it easier for you to use this product. Most often, authors

use this “Tip Text” style for important information they

want their students to see.

Note: If the mouse button is not specified in the text, you should click on the left mouse button.

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Lab Background

In this lab you will be acting as a control system engineer in a process plant. The FactoryTalk

AssetCentre components are already installed and running; you are responsible for maintaining support

for the system in your plant.

Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and

holding tanks as shown below:

LT900LT800

LT300

Tank Farm

V300

V301

P100

Batch TanksM anual Add

P600

V600

V601

V 500

PT100

V801 V902

To Packaging

Hold ing Tanks

V501

FT100

TT300

V 200

V 201

LT200

TT600

LT600

AT600

V100

V101

TT100

LT100

TT200

TK 100 TK200 TK300

TT500

LT500

AT500

BTK500 BTK600

R eceiving

W T100

V800 V900

H TK800 H TK 900

The packaging area consists of a washer and filler, both of which have a dedicated ControlLogix

processor.

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Introduction to FactoryTalk AssetCentre

FactoryTalk AssetCentre Server FactoryTalk® AssetCentre provides you with a

centralized tool for securing, managing, versioning,

tracking and reporting automation related asset

information across your entire enterprise. And

perhaps more importantly, it can do this

automatically, with limited additional management

oversight or work from employees.

FactoryTalk AssetCentre can impact uptime,

productivity, quality, employee safety or regulatory

compliance. Whatever your area of concern,

FactoryTalk AssetCentre and its flexible, scalable

solution can help you and your organization meet your asset uptime goals. FactoryTalk AssetCentre

provides you with a centralized tool for gathering, analyzing, managing and securing automation assets

across your entire organization. Perhaps more importantly, it can do this automatically, with limited

additional management oversight or work from employees.

With FactoryTalk AssetCentre, you can:

Secure access to the system

Track detailed users’ actions

Manage historical versioning of any electronic file

Provide automatic backup and compare operations on supported devices

Configure process instrumentation

Manage instrumentation calibration schedules and certificates

FactoryTalk AssetCentre has an evolving set of add-on capabilities that allow you to optimize and

leverage your factory automation and process device investments. These optional capabilities expand

upon the robust central features already found in the FactoryTalk

AssetCentre server and allow you the ability to extend the value of the

system as needs change within your manufacturing environment.

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Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:

After a few seconds, you should see a software interface that looks similar to this:

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FactoryTalk AssetCentre Interface Walk-through This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and

manage assets on the plant floor.

This is the Asset View. It contains the asset tree, a free-form plant model created by the system administrator that represents the organization of a plant and the physical control assets located in the plant. Users interact with this plant model to check asset configurations in and out of the system, view audit logs, or manage disaster recovery schedules.

This is the Workspace Pane. FactoryTalk AssetCentre capabilities are opened here for user interaction.

This toolbar is used to start FactoryTalk AssetCentre capabilities.

– opens the asset view

– opens the source control function

– opens the log viewer, allowing users to review the content of the event, audit and diagnostics logs

– opens the schedule management and configuration function

– opens the search management and configuration function

– opens the selected asset’s property grid

– opens the application help

- opens the DTM Home Page. Functions such as Upload, Download, Online, etc. are available from this page

- opens the Calibration management functions

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Archive Interface Walk-through This is the Archive plug-in interface when a file asset is selected in the plant model.

This is the Archive plug-in toolbar. The buttons perform the following tasks: Writes the selected file or folder to local working folder with read-write access and

locks the selection to prevent multiple user editing Reads the local working folder and update the source control repository creating new

versions as needed Returns the selection to an un-checked out state and unlocks the selection

Writes the selected file or folder to the local working folder with read-only access Creates a logical reference to a versioned set of selected files or folders Removes a logical reference to a versioned set of files or folders

Indicates which plant model asset is selected; provides a hot-link to retrieve the selected file and launch the associated editor

Writes the selected historic version to local working folder for read-only access

Sets the selected historic version as the master version for the selected asset.

Creates a new version from the selected historic version.

History Display the version history for the selected plant model file asset

Labels Displays any labels associated with the selected plant model asset

This pane reflects the tab selection (History, Labels). In this instance it is displaying the version history for the selected plant model file asset.

Filters the version history view: Version-related activities displays those activities that resulted in a new version being created. All activities display all activities whether they generated a new version or not.

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Check-out Master File 1. In the asset tree, expand the tree to AssetCentre / Files / RSLogix 5000 / Projects and select the

Filler_CLX.ACD file.

2. Click the Archive button in the AssetCentre toolbar to open the AssetCentre source

control module. It should open and show information about the Filler CLX.ACD file:

3. Right-click the Filler_CLX.ACD file in the asset view tree and select Open to check out and open

the file in RSLogix 5000. A list of options is displayed:

4. Click Check Out to check the file out for editing and open it in RSLogix5000.

5. The Check Out dialog is displayed; click OK to check it out to the default working folder on your

machine. The file is checked out to the C:\RSLogix 5000\Projects folder; the State field should

display this information for you and a check mark should appear next to the file’s icon, indicating that

the file is currently checked out:

RSLogix5000 is launched and the Filler_CLX.ACD file is opened.

A check mark here indicates that the file is currently checked out

TIP: You can also do a file Open by clicking on the Filler CLX.ACD file icon in the Archive view

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Disaster Recovery

FactoryTalk AssetCentre source control leverages the centralized database and provides automatic

version control. This provides proper file management and single master relationships.

Any electronic file can be put under source control — RSLogix 5000 (.acd), Microsoft files (.doc, .xls, .ppt,

etc.) Computer Aided Design (CAD) files (.dwg), and others.

Supported source control functions include:

Check-out: Writes the selected file or folder to a local working folder with read-write access and

locks the selection to prevent multiple-user editing.

Check-In: Reads the local working folder and updates the source control repository, creating new

versions as needed.

Get: Writes the selected file or folder to the local working folder with read-only access. Note: A

Get can retrieve the latest or any historical version that is in the archive.

Undo Check Out: Returns the selection to an unchecked out state and unlocks the selections.

In this portion of the lab you will interact with the FactoryTalk AssetCentre Archive system to do a Check-

out operation on the latest Filler CLX Master file. You will download the master file to restore a controller

that has failed due to an electrical storm last night.

Download Master File Now that the source .ACD file has been checked out of FactoryTalk AssetCentre, it is possible to use it to

program the ControlLogix processor. In this section you will go online and download the project to the

controller.

1. In RSLogix 5000, click Communications from the file menu, and select Download

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2. On the Download dialog, click Download, the program will download

3. Once Download is complete, click Yes to put the controller back into Run mode. If not prompted,

click the controller status icon and select Run Mode.

Undo Check-Out Master File Now that the Master file (project) has been downloaded to the Filler CLX, the Checked-out file needs to

be addressed by either a Check-In or an Undo Checkout. If you’re sure no changes have been made,

then it is possible to select Undo-Checkout. This option will cancel the checked-out status of the file,

allowing it to be checked-out again by other users, but will not create a new version entry in FactoryTalk

AssetCentre. It’s important to note that FactoryTalk Security can be used to restrict users from

performing an undo check-out, thereby forcing a check-in for all checked-out files.

If there has been a change, you should perform a Check-In. This option will still make the file available to

other users, but will create a new version entry in FactoryTalk AssetCentre for the new file. For our lab

purposes we know there was no change, therefore we’ll perform an Undo Check-out and remove the

local copy.

1. Close RSLogix5000

2. Since we want to perform an Undo Check Out click Cancel to the check in dialog.

NOTE: FactoryTalk AssetCentre prompts for an automatic check-in because we used the Open

command, which automatically checked out and opened the file in context of the application. The

Open command also wants to automatically check in the file when we exit the application. If we had

performed a Check out vs. Open we would not be getting this prompt.

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3. Click the Undo Check Out button to undo the checked out file.

4. On the Undo Check Out dialog, verify that Delete the local copy is selected. This allows source

control to remove the copy of the file on disk when Undo Check-out is performed, so that only one

‘living’ copy is managed by source control.

5. Enter a comment like “File checked for download purposes only” in the Comment field and click

OK.

6. The file Checked Out status is removed from the FactoryTalk AssetCentre source control and no

additional version has been created. To view all activities associated with the version click the All

Activities radio button. This will display your recent actions of check-out and the undo checkout

along with the comment you entered.

Click Undo Check Out button to undo the checked out file

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Archive (Change Control)

In this portion of the lab you will interact with the FactoryTalk AssetCentre system to perform a Check-out

on the Master file, go online with the controller to make a change, and lastly perform a check-In. This

change is in response to operations wanting a decrease on a delay timer.

Check-out Master File via RSLogix 5000 For this portion of the lab, we’ll look at a new, different way to check-out the file. To begin working with

the file, we’ll need to get access to it from the FactoryTalk AssetCentre archive. FactoryTalk AssetCentre

check-in, check-out and get functions are now integrated into RSLogix 5000 V17 and higher, which

means we can gain access to the file directly from RSLogix 5000 without using the FactoryTalk

AssetCentre client.

1. Launch RSLogix5000, from the Start menu select Programs>Rockwell Software>RSLogix 5000

Enterprise Series>RSLogix 5000. You can also find the shortcut on the Desktop.

2. In RSLogix 5000 click the File menu and select Open.

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3. With the Open/Import Project dialog click the Source Control option located on the left.

4. Before navigating to the file, use the security control ( ) button to login with a Username of

‘labuser’ and a Password of ‘rockwell’ (leave Domain blank.)

The icons represent device assets in the FactoryTalk AssetCentre tree view, e.g., ControlLogix

processors, process instruments, PanelView, drives, etc.

5. We’ll need to navigate to our Washer_CLX.ACD file of interest. Navigate to the following:

AssetCentre \ Files \ RSLogix5000 \ Projects

This control allows you to specify a specific version or a labeled version within the Archive to do a check-out or get operation.

This control allows you to log-in/out of the FactoryTalk Security

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6. With the Washer_CLX.ACD file now visible, click to select it.

7. With the Washer_CLX.ACD file selected and Check out option checked, click the Get button. This

will open the Check-Out dialog; from here you can enter a file check-out comment and specify if you

want to retrieve a local copy and where to retrieve it to.

Note: It is also possible to perform a “Get” instead of a full check out. To perform a Get only,

uncheck the check box labeled ‘Check out.’ A ‘Get’ will acquire a read-only copy of the file without

performing a check-out (and thereby locking the file.)

8. In the Comment field, enter “The lab told me to enter this”

9. Click OK to retrieve the file from FactoryTalk AssetCentre and open it RSLogix 5000.

TIP: The “To” path is the Working Directory setting via FactoryTalk AssetCentre

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Verify the file is checked-out in FactoryTalk AssetCentre

1. Switch back to FactoryTalk AssetCentre, in the asset tree, expand the tree to AssetCentre \ Files \

RSLogix 5000 \ Projects:

2. With the Archive tab open, the file is checked out to the C:\RSLogix 5000\Projects folder; the State

field should display this information for you and a check mark should appear next to the file’s icon,

indicating that the file is currently checked out:

Remember that interacting with the FactoryTalk AssetCentre Client is not necessary at this point.

We’re only confirming that RSLogix 5000 not only acquired a version of the file, but also

communicated this check-out with the FactoryTalk AssetCentre Client, even though we never directly

interacted with the Client itself.

3. Cool stuff, Switch Back to RSLogix 5000

4. Also note, because we checked out the program file via RSLogix 5000, it also shows the program file

is checked out via the icon in the RSLogix 5000 project tree.

A check mark here indicates that the file is currently checked out

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Make Online Changes In this section you will go online with the controller and make a simple change. You will then review your

changes via RSLogix Compare and via Factory Talk AssetCentre Audits.

1. In RSLogix 5000, click the Controller Status drop down selector and select Go Online:

2. Click the Download button to the RSLogix 5000 message, and then Download again.

3. Once Download is complete, click Yes to put the controller back into Run mode.

4. Navigate to the MainRoutine in Tasks > Main Task > MainProgram.

5. Double Click MainRoutine to open the view editor

Note: Since we are using SoftLogix5800 controller, every time the computer reboots you will need to either upload or download to the controller. In our case we have chosen to Download. This is not normal behavior with a Hardware version of ControlLogix when the offline program matches the online program.

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6. Click on the Preset value 5000 and change it to 1001.

The above change was audited and captured in AssetCentre. We will review the audits in the next

section.

7. Next we will delete Rung 1 to show RSLogix 5000 compare. Right mouse click Rung 1 and select

Delete Rung.

8. Click the Finalize Edits button to commit the change.

9. Click Yes to the RSLogix 5000 message box.

10. Double Click on Controller Tags from the Project tree.

11. With the Edit Tags tab selected, Highlight the myCoil row, right mouse click and select Del to delete

the controller tag myCoil.

12. Click the save button in RSLogix 5000

13. Click Yes to acknowledge the RSLogix 5000 message.

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Logs

In this section you will look at FactoryTalk AssetCentre logs to view what kinds of messages are logged.

Using the FactoryTalk AssetCentre Log Viewer you can review and search entries in three different logs,

they are:

Event Log: This log captures system events. Examples of system events are: a schedule initiates

execution, a schedule completes execution, or a scheduled search executes.

Diagnostic and Health Log: This log captures information published ONLY by the RSMACC Network

Health product. RSMACC Network Health monitors DeviceNet, ControlNet, and Ethernet I/P networks

listening for diagnostic messages sent by the control devices. When a message is received the system

looks up the diagnostic code and determines possible root cause and corrective action steps, and

publishes this information to this log.

Audit Log: This log captures user actions taken within a software product that supports audit logging.

Rockwell Automation software products that generate audit messages include: RSLogix 5, RSLogix 500,

RSLogix5000, FactoryTalk View SE/ME and FactoryTalk AssetCentre.

What exactly is an “audit”?

An audit is an action generated by human interaction with the control system or control system software.

Audits record actions resulting in a change to the control system and specify “Who performed an

explicit operation on a specific resource from a particular location and when the operation occurred”.

An audit log entry is generated for any user operation that creates, modifies, or deletes an electronic

record (device configuration, tag value, alarm, recipe parameter, etc.) in the control system.

Capture audit messages such as:

Data value changes (time, tag, instructors, etc.)

Create, delete or changing of rungs

Create, delete or changing or tags

User log-in/out

Example of Rockwell Automation applications that produce audit messages are:

RSLogix5, RSLogix500 and RSLogix5000

PanelView Plus

FactoryTalk View Site Edition

FactoryTalk AssetCentre

And more . . .

RSLogix5000 itself produces over 150 audit messages!

The following information is recorded in each audit log entry:

Logged date and time – the date and time the entry is added to the database

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Performed date and time – the date and time the operation was performed

Resource – the device name (typically a computer) where the operation was performed

Username – information documenting the user (typically the user’s FactoryTalk Security ID)

Location – the name of the resource the user was modifying. This might be a PLC name, project

file, or workstation name depending on the operation being performed

Message – a textual entry describing the operation performed. Depending on the action being

recorded the description may contain both the previous and new content of the specific item

being modified. For example, when a tag value is changed in RSLogix 5000, both the old value

and new value are contained in the message.

Start the Logs plug-in

1. In the AssetCentre client, To start the Logs plug-in, click the Logs button. The Logs plug-in

will open in the workspace pane.

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Log Viewer interface walk-through

This is the Log Viewer toolbar. The buttons perform the following tasks:

Shows the user the content of the Event log

Shows the user the content of the Audit log

Shows the user the content of the Diagnostic and Health log

Shows the results of a Quick Search

Opens the Quick Search dialog

Refreshes the current view, updating the view with the most current log entries from the currently viewed log.

Prints the current log view

These are the column headings for the currently displayed log. You can click on the column heading to sort the information by the selected column. The logs are shown sorted by Occurred Time by default.

These are filtering fields. This allows you to quickly focus the log entries being displayed to those that are of interest to you at the time. This pane shows the current log

entries for the selected log view: Event, Audit, or Diagnostic and Health.

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Select Audit Log View

1. By default the log viewer displays the Event log. Click the Audit Log button to view the Audit

log.

2. Now you can spend a few minutes reviewing some of the Audit log entries. You should be able to

find the audit messages the system automatically generated as you modified the ControlLogix

Washer_CLX program.

3. To read the details for any audit entry, a) select the message in the upper pane, and then b) read the

entry details in the bottom pane.

Click on an entry in this pane…

and read the entry details in this pane.

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Using Filters Let’s view the audit messages from RSLogix5000 that pertain to the controller named Washer_CLX in

which you made some changes.

1. Move the mouse pointer until it is in the Resource column located in the Filter row.

2. Click the drop-down button in the Resource column and Washer_CLX.

The audit log view will automatically update to show only those messages where the Resource

equals “Washer_CLX”

3. Now, let’s apply a second filter to our view, this time we will filter on the myTimer Tag. Click the filter

button in the Message column and select Contains.

4. With the “Contains” filter type set, type myTimer in the filter area, notice the as you type the view is

dynamically updating!

Move the mouse pointer to this position

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5. Select the “Changed Data Value of Tag [ \myTimer.Pre ] from” row. Notice our previous timer value

change has been audited and you can see the old timer value and the new timer value.

6. To clear any previous filter for a particular column, click the Clear button on that column heading,

or you can clear all filters by clicking the Clear button on the far left hand side of the view. Clear all

filters by clicking this button

In the next section of the lab, we will view a predefined report, predefined reports are Searches.

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Searches

The Searches capabilities allow scheduled and on demand searches and can include traceability

information from Audit, Events or Source Control. Scheduled reports can be e-mailed to a specific e-mail

distribution list, or if run on demand (manually), can be printed or saved as an electronic file format of

Microsoft® Excel®, Microsoft® Word, Crystal Reports®, Adobe® Acrobat®, or Rich Text Format.

Easily create searches for:

Weekly programming change reports for any Allen-Bradley controller

Daily operator inputs from PanelView Plus (Ethernet) terminals

Change history report for any electronic file

and more . . .

In this section of the lab you will learn about FactoryTalk AssetCentre’s searching capability. FactoryTalk

AssetCentre has two types of searches: scheduled and unscheduled.

Scheduled searches are used for executing a search on a recurring basis. This kind of search is good for detecting specific conditions or user behaviors within the log data. For instance you can create a scheduled search to detect un-safe programming practices among your maintenance staff by searching the audit log for empty branches or forces made at the end of each shift.

Unscheduled searches are used for ad hoc purposes like searching the audit log to determine if anyone has made a change in a control system that was working fine a few hours ago, but now is down and preventing production.

In this section we will be using a preconfigured search to view our RSLogix 5000 changes found in the

audit log.

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Start the Search plug-in

1. Switch back to the FactoryTalk AssetCentre client, if it doesn’t already have focus.

2. To start the Search plug-in, click the Searches toolbar button. The Search plug-in will open

in the workspace pane:

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Search Interface Walk-through

This is a table of searches that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the searches using the column headings and filter cells. Use this pane to configure

searches. The different tabs allow you to alter different aspects of the selected search.

Use the Source and Display tab to configure which information to show and its presentation. The toolbar allows you to Move the selected

column one position to the left

Move the selected column one position to the right

Show all columns Hide all columns

Display the search results as a table, or as individual records.

Set security for the selected search. You can control access to the search, modification rights, and the ability to execute the search.

Determine how many records to show in the search results.

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The Conditions tab is used to create the search conditions to extract the desired information from the system databases. Create a new search

condition

Modify the selected search condition

Delete the selected search condition

Start or end a group of conditions

Join conditions

Move the selected condition higher in the evaluation order

Move the selected condition lower in the evaluation order

These rows allow you to configure display options for the search results Show include the

selected column

Sort the selected column can be sorted in ascending or descending order or left unsorted

Use the Preview tab to evaluate whether or not your search will return the desired information

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View the report

1. Select the View Today’s RSLogix5000 Changes.

2. Click on the Run Now button in the Search toolbar to manually start the search.

You will notice that a new tab has appeared in the Workspace pane.

This tab contains the results of your search.

From here you can print or save to a file.

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3. Navigate through the report (using ) find our myTimer change of 5000 to 1001.

Note that there may be multiple pages to the report, depending on the day’s activity.

4. Lastly, navigate through the report to find our myCoil delete changes, remember we deleted a rung

and deleted the myCoil Tag itself.

Rung Delete

Tag Delete

5. Close the report view by clicking on the Close button.

6. With the Searches view now being displayed, select the View Checked out RSLogix5000 files

.

Click here to close the report.

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7. Click on the Run Now button in the Search toolbar to manually start the search.

Remember, we never checked in the Washer RSLoigx5000 program and therefore it’s being

reported.

Close the report view by clicking on the Close button.

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Schedules

In this section you will manually run an existing Weekly disaster recovery schedule for the Washer CLX.

This schedule will not only back up the contents of the controller, it will also report any differences

between the current controller content and the master file version identified in the source control

database.

Start Scheduling plug-in

1. To start the Scheduling plug-in, click the Schedules button. The Scheduling plug-in

will open in the workspace pane.

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Scheduler Interface Walk-through

This is the Scheduling toolbar. Using the toolbar icons you can create and manage your schedules.

Create a new schedule

Delete a schedule

Modify the selected schedule’s properties

Execute a schedule immediately.

Stop a scheduled search’s execution

This is a table of schedules that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the schedules using the column headings and filter cells.

This is a representation of the section of the plant model that the schedule will operate on. Using the checkboxes you can quickly disable or re-enable an asset’s participation in a schedule.

This is the property sheet for the asset selected in the left-hand pane. Using these properties you can configure how the schedule operates on a particular asset. For example, you can configure compare options, or select a specific configuration file version using this property sheet.

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Execute the schedule 1. To see the Recurrence Patter for this schedule click the Recurrence Pattern property

and the click , the following is displayed:

2. Click Close

3. Run the schedule manually. Click the Run Now button in the Scheduling toolbar to execute the schedule. The Status column should update to show a Running state for the schedule you created.

We have made a number of changes to the Washer CLX which will generate a differences report

when this schedule executes. When the schedule completes the Status column will update to show

the Waiting to Run state, indicating that the schedule is ready to run at its next scheduled time. You

will be reviewing the results of the schedule during the next few minutes.

You can also watch the progress of the schedule in the Assets in Weekly window.

Note: The Recurrence Pattern dialog is grayed out (not editable), this is because the Schedule is “Active”. To edit the Schedule you must uncheck the Active property.

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Examine schedule results 1. Click the Logs button in the toolbar and toggle to the Event Log.

2. Let’s filter the list by selecting RA Disaster Recovery Agent from the Source field

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3. Double-click the first Attachment Icon in the list. This will be difference report we just ran via the schedule. The following dialog will appear. Click the View button.

4. Page through and review the Scheduled Event Report. Note that the changes made while on online have not yet been checked into the archive, as the file is still open in RSLogix 5000. Thus, the changes will be reflected here.

5. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window.

6. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre.

Click View to open the attachment.

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Check-in RSLogix 5000 File (housekeeping) We no longer need our RSLogix 5000 open and we can go ahead and check in our changes in

FactoryTalk AssetCentre archive.

1. Click the File menu option in RSLogix5000 and go to Source Control and select Check-In.

2. With the Check-In dialog displayed, change the Local Copy option to Delete and enter a comment in

the comment field like “Changed a bunch of stuff”.

3. Click OK.

4. Click Yes to the RSLogix 5000 prompt of “Upload tag values before saving project”. The file is

checked in to FactoryTalk AssetCentre source control and the RSLogix 5000 project exits.

5. Exit RSLogix 5000

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6. Switch Back to FactoryTalk AssetCentre Archive tab, and note there is an additional version of the

file, and the comment you entered is displayed with version:

Conclusion

You have successfully completed this lab.

In this lab you have learned quite a bit on how to navigate the user interface and capabilities of

FactoryTalk AssetCentre. You can see how this integrated solution empowers you with the information

you need to operate, maintain, and refine your process system. For more training opportunities with

FactoryTalk AssetCentre, please continue through the following lab appendices.

Assets and intellectual property are the key components companies use to manufacture products and

increase profit through productivity. Without the proper investments in both, the plant or process does not

produce and production suffers. One of the most important things a company can do to maintain quality,

and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how

different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and

intellectual property, and therefore your bottom line.

The new version of the file is now stored in source control

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Appendix 1: Receive PanelView Plus User Audits in FactoryTalk AssetCentre

Since PanelView Plus (and PanelView Plus CE) devices are based on a Windows CE operating system,

it is not possible to install the FactoryTalk AssetCentre client on them to directly receive audit messages.

Using FactoryTalk Diagnostics remote logging, however, it is possible to direct the PanelView Plus

device’s messages (both audits and events) to a remote FactoryTalk AssetCentre Client.

Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it’s not already open.



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Checking out a FactoryTalk View ME Station Application In this section, you will check out the FactoryTalk View ME application and launch it.

1. In the asset tree, expand the tree to AssetCentre / Files / ME / Runtime and select the

Filler_PV.mer file.

2. Right-click on the Filler_PV.mer application and select Get.

3. Click Get writeable copy, then Click OK to get a local copy of the file.

This will retrieve a copy of the application and copy it to the local hard drive.

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Machine Edition (ME) Station 1. From the desktop, double click the “FactoryTalk View ME Station” shortcut

2. Click Load Application

3. Select the Filler_PV.mer file located in the default C:\Documents and Settings\All

Users\Documents\RSView Enterprise\ME\Runtime folder, Click Open.

4. Click Yes to the “Replace Communications” dialog

5. Click Yes to the “Replace Local System Directory” dialog.

6. Next, Click Run Application

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Examining a PanelView Plus (ME Station) audits

For this portion of the lab, we are going to examine some typical audits that are generated from a PanelView Plus (Ethernet) or ME Station terminal, and see how those audit messages are configured to be captured by FactoryTalk AssetCentre.

1. To make a simple numeric change, click on the Enter Setpoint numeric display

2. Enter 85 , then press Enter

3. To move the newly “Enter Setpoint” to the “Setpoint Actual” numeric display, click the momentary

push button “Setpoint Set” button.

4. Click the Exit button to close FactoryTalk View ME Station.

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AssetCentre Audit Log View

1. Set focus to FactoryTalk AssetCentre, start the Logs plug-in, click the Logs button. The

Logs plug-in will open in the workspace pane.

2. By default the log viewer displays the Event log. Click the Audit Log button to view the Audit

log.

3. Move the mouse pointer until it is in the Source column located in the Filter row.

4. Click the drop-down button in the Source column and select “FactoryTalk View SATag”

5. Here you can see each changes made to the tag values along with tag name

If a PanelView Plus was used instead of ME Station, the location would indicate the name of the

PanelView Plus device (as opposed to the computer image’s name, as in this example.)

Additionally, note that a username is captured. Since security is not configured in this FactoryTalk View

ME application, the Default user (DEFAULT) is captured. However, were a user logged in, that user’s

name would appear in the audit message.

Move the mouse pointer to this position

Value: 85 Tag: PV_SP_Entry

Momentary Push Button Value: 0 Tag: PB_SP_Set

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Review how to Configure Station audits

1. To configure a PanelView Plus to send their audit messages forward to an FactoryTalk AssetCentre

Server, please see knowledge base article AID 58977 from

http://www.rockwellautomation.com/knowledgebase

2. Or you can reference this article directly by accessing it from AssetCentre at the following location:

Only a review of the information is needed, no actual configuration required.

This completes the Receive PanelView Plus User Audits in FactoryTalk AssetCentre portion of the lab.

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Appendix 2: Using Binders

In this section of the lab you will work with a new asset type called a Binder. Binders are a collection of

files and folders that is treated as one unit. When checked out, the entire contents of a binder are

retrieved and delivered to the local hard drive. Using binders you can:

Manage a collection of files and/or folders as a single entity

Set filters to include and/or exclude content

Set a Key File, used to launch a specific program (i.e. PowerPoint) when issuing the “open”

command




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Binder and Archive View Walk-through

1. Navigate to the binder called “myBigPresentation” located in the asset tree under AssetCentre > Files > User Documents > Labuser > My Documents, select myBigPresentation and open the Archive view (if it’s not already open.)

2. Let’s examine the binder properties. Right mouse click on the myBigPresentation binder via the tree view and select properties.

Content View: displays the file/folder contents of a specific binder version

Filters View: displays the include and exclude filters settings of a specific binder version By default all is included.

Each binder version can consist of different content and/or filter settings

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The binder properties is diplayed

3. Notice that the Key File Relative Path property is set to \myBigPresentation.pptx. When the Open command is used on a binder, AssetCentre will attempt to open the key file (in this case, the “myBigPresentation.pptx file.) This key file can be set during the binder creation, or when the binder is checked out.

4. Close the Binder Properties dialog by clicking OK.

Open the Binder

1. To modify the contents of this binder, right mouse click on the myBigPresentation via the tree view and select Open.

2. Click the Check out button for the Asset Retrieval options dialog.

3. Click OK to the Check out dialog options dialog.

PowerPoint opens with the MyBigPresentation.pptx in context.

4. For demonstration purposes, make a couple of changes to the PowerPoint i.e. create new slides, delete bitmaps, etc.,

5. Save and Close the PowerPoint

Change filter contents

1. Right mouse click on the myBigPresentation via the tree view and select Properties. Since the binder is checked out, the Filter and Key File properties are now editable.

2. Expand out the Contents view by clicking the Expand All button. Notice that each of the files in this binder currently has a next to the file name. This indicates that all files are included as part of the binder – let’s take a look at how to exclude one of them.

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3. Expand out the Advanced filters selection by clicking the Advanced button

4. Select the Thumbs.db file in the Content view

5. To exclude this file, click the add button for the Exclude filters.

6. Click OK to the Edit Filter dialog.

The Thumbs.db file is now excluded via the filter, meaning that this file will not be included when the binder is checked in to the archive. This is indicated by the next to the file name.

7. Click OK to close the Binder Properties dialog. We’ve now successfully excluded a file from the binder.

Check In the Binder

1. Check in the Binder by clicking the Check in button.

2. Click OK to the Check in dialog, a new binder version is created.

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3. With version 2 highlighted, Click on the “Pics” folder in the Contents view. Notice that there is no Thumbs.db file.

4. Next, click on the Filters tab, notice the Exclude Filters is set to “\Pics\Thumbs.db”.

Note: Multiple filters can be set, not just one!

5. Next, click version 1 of the myBigPresentation binder. Notice that this version, which is the original, has no exclude filter. Recall that all files were originally included.

6. Finally, with version 1 selected, click the “Content” tab, then Click on the “Pics” folder in the Contents view. Notice the Thumbs.db file is still in version 1. Since each version is maintained in the archive, you’re able to rollback to a prior version if needed!

This completes the Using Binders portion of the lab.

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Appendix 3: Disaster Recovery for Remote Computers

In this section of the lab, you will work with a new asset type called Remote Computers. Using Remote

Computers, you can automatically back up and compare a collection of files and/or folders. The selection

is backed up and archived leveraging the new Binder asset type.

In this section, you will be configuring a Remote Computer asset for use with the new FactoryTalk

AssetCentre capability, Disaster Recovery for Remote Computers. When completed, you will have

configured an asset that accesses a network share directory, backs up the specified files within,

compares against last known good versions, and checks the resulting binder into the archive (if needed.)



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Create a Remote Computer

1. Navigate to Plant Layout in the Asset View, Click the Design mode button. The Asset View will update and look like this

This is the Asset Toolbar. Use the toolbar icons to build your plant model.

Enter/ exit Design mode to modify the asset tree.

Create a new container or asset in the asset tree

Delete a container or asset from the asset tree

Modify the selected container or asset security settings

Modify the selected container or asset properties

This is the asset catalog. Use this catalog to populate the asset tree. A variety of devices and containers are available to you.

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2. Select Remote Computer and Click the Add button. This opens the property sheet for a Remote Computer asset.

3. Name the Remote Computer “NetWorkShare”

4. Highlight the Addressing Info property and then click the button.

5. Click the “Browse” button for the UNC Path and navigate to the following, Click OK.

This is the shared folder on the remote computer that we will be backing up and comparing. Since the local computer is the only one available, the share is hosted locally. However, any network share can be accessed using the Remote Computer asset.

6. Enter “labuser” as for the Username.

7. Enter “rockwell” for the Password

8. To verify and test the connection, click the Connect button.

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Your dialog should now look like this:

9. Click OK to Accept the changes and to close the UNC Path dialog

Create a Binder

Next, we will specify what content it to be included or excluded from the backup and compare. Initially, it will include all files, folders and subfolders contained in the shared folder specified in the last directory. Use the binder filter properties to specify which files/folders will be included.

1. Highlight the “Configuration Data” property and click the button.

2. We are going to add a new binder to our Asset View; which will specify the content to be

backed up from the NetWorkShare. Click the Add button.

3. Name the binder “NetWorkShare”. Note: you can name the binder what you like, there is no dependencies on naming conventions.

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4. Click the Browse button for the “Source Folder” and navigate to the following, Click OK.

5. Click the Expand All button, Your Add Binder dialog should now look like this:

6. Click the OK button. The NetWorkShare binder has just been created in archive, containing all files available in the shared folder.

7. Highlight NetWorkShare and click OK

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8. Lastly, Click the OK button to finalize your newly created Remote Computer and Binder asset types.

9. Click the button to expand out the NetWorkShare Remote Computer asset in the asset tree. As you can see, by default our new binder is created under the Remote Computer.

10. Click the Design button to Exit design mode.

Verify existing Schedule

1. Click the Schedules toolbar button to start the Schedules plug-in.

2. Click the “View By Asset Type”, notice that our NetWorkShare Remote computer was automatically added to this schedule.

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This is because when the schedule was originally created, it was created at the highest level in the Asset View , this can been seen by viewing the Schedule Location property.

Note: you can create schedules at any level in the Asset View. The Scheduler will by default add any assets to that schedule which supports Disaster Recovery at or below that level. To remove an asset simply uncheck that asset.

3. For our lab purposes uncheck the Washer_CLX asset.

Make Changes

In this part of the lab, we are going to create some simple differences on the NetWorkShare folder. We will then run a Backup and Compare operation using our existing Schedule to back up and report these differences.

1. Click the Shortcut to NetWorkShare from the desktop

2. Note that because these files were checked into the FactoryTalk AssetCentre archive, they have been marked as Read Only on the local hard drive.

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3. Restore editing privileges to the myTextFile.txt file by right-clicking on it and selecting Properties.

4. Un-check Read Only and click OK.

5. Now Double Click on myTextFile.txt in the NetWorkShare directory – make some simple changes, such as:

6. Click File > Save, then click File > Exit

7. Next, delete the “Archive Screen Shot.png” and “Example of Security Dialog.png” files

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8. Lastly, Highlight both the “Scheduler Screen Shot.png” and “Screen Shot of Scheduler Wizard Step 2 of 3.png” right mouse click, select copy

9. Move off of the 2 highlighted files, Right mouse click again, and select Paste.

Your folder should now look like this:

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Execute the Schedule

1. Set focus back to AssetCentre, Run the schedule manually. Click the Run Now button in the Scheduling toolbar to execute the schedule. The Status column should update to show a Running state for the schedule you created.

Examine schedule results 1. Click the Logs button in the toolbar.

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2. If not already configured, filter the list by selecting RA Disaster Recovery Agent from the Source field

3. Double-click the first Attachment Icon in the list. This will be difference report we just ran via the schedule. The following dialog will appear. Click the View button.

4. Page through and review the Scheduled Event Report.

5. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window.

6. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre.

This completes the Disaster Recovery for Remote Computers portion of the lab.

Click View to open the attachment.

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Appendix 4: Disaster Recovery for Siemens S7 Processors

In this section of the lab, you will work with the Siemens S7 asset, which was introduced in version 4.0 of FactoryTalk AssetCentre. The S7 asset allows for all archive features, as well as Disaster Recovery Backup & Compare schedules. Note that no Siemens software is required to be installed for these features. This section of the lab will walk you through the process of adding a new Siemens S7 asset to the asset tree, configuring the address properties, and adding in an S7 project to associate with the asset. Since there is no S7 processor available for use with this lab, the addressing will be theoretical. With the asset added, you’ll configure a backup & compare schedule to run against it. Since there is no S7 processor available, the lab will then skip to reviewing a compare report that has been previously generated against the associated project.




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Create a Siemens S7 Asset This section of the lab will walk through the steps necessary to add a Siemens S7 Processor to the

FactoryTalk AssetCentre asset tree, and configure its properties.

1. Navigate to Plant Layout > Packaging Area > Filler in the Asset View, Click the

Design mode button. The Asset View will update and look like this

Note: The Siemens S5 Processor and Siemens S7 Processor assets were introduced in version 4.0 of FactoryTalk AssetCentre.

This is the Asset Toolbar. Use the toolbar icons to build your plant model.

Enter/ exit Design mode to modify the asset tree.

Create a new container or asset in the asset tree

Delete a container or asset from the asset tree

Modify the selected container or asset security settings

Modify the selected container or asset properties

This is the asset catalog. Use this catalog to populate the asset tree. A variety of devices and containers are available to you.

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2. Select Siemens S7 Processor and Click the Add button. This opens the property sheet for the asset.

Backup Data vs Configuration Data Disaster Recovery for Siemens asset types introduces the concept of Backup Data versus the standard Configuration Data for most other asset types. Configuration Data refers to the development version of the project. Use this field to point to the version of the project that would be checked in/out for purposes of engineering work. Backup Data refers to the in-production version of the project. Use this field to point to the runtime version of the project that is downloaded and running in the processor. Note that this field can be automatically filled in after the first Disaster Recovery schedule is run, if no runtime version is available when the asset is created. A wizard is available that will allow the user to migrate a Backup Data (runtime) archive version directly into the Configuration Data (development) archive to allow for development.

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3. Start by defining the Addressing Info, which points at the processor network connection. Select the Addressing Info field and click the browse button.

4. This launches the Addressing Info window. Use this window to define the network connection information. Since we have no Siemens S7 processor available for use, we’ll fill in mock connection information:

5. Click OK to continue

6. With the Addressing Info completed, define the Configuration Data (i.e., the development

project for this asset.) Select Configuration Data and click the browse button.

7. The file selection screen will appear, prompting the user to select a Binder object. Click the

Add button to add a new Binder to the asset tree.

4a) Select TCP/IP using the drop-down menu.

4b) Enter the mock IP address of 10.10.10.12.

4c) Leave the default Rack and process slot numbers.

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8. Name the binder S7Project. Note: you can name the binder what you like, there are no dependencies on naming conventions.

9. Click the Browse button for the “Source Folder” and navigate to C:\Lab Files\Test Rack. Click OK.

11. When complete, the Add Binder window will appear as above. Click OK to continue.

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12. The new binder will now be available to add to Configuration Data of the asset.

Siemens S7 Project – Multiple Programs Note the additional Program fields specific to the S7 project binder.

FactoryTalk AssetCentre gives users the ability to manage a Siemens S7 project using a binder. Each S7 project can contain programs for multiple processors, all within one folder (binder) structure. Once the S7 project binder is added to the asset tree, the individual projects can be mapped to each S7 processor asset without adding new binders.

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13. Use the Program drop down to Select Testrack_00_06\Rack 400 (18)\CPU 416F-2\S7-Programm(1).

14. Click the OK button to complete the addition of the S7 project binder.

15. The asset propeties will now be updated with the Configuration Data.

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16. Finally, select Backup Data and click the browse button.

Note: It is not necessary to configure Backup Data during the asset creation. However, because this lab will also demonstrate how to replicate Backup Data to Configuration Data, and there is no Siemens S7 processor available for use, manually adding in the Backup Data is necessary.

17. The file selection screen will appear again, prompting the user to select a Binder object.

Click the Add button to add a new Binder to the asset tree.

18. Name the binder S7ProjectBackup.

19. Click the Browse button for the “Source Folder” and navigate to C:\Lab Files\Test Rack_backup. Click OK.

20. Click OK and the Backup Data will be configured.

21. Click OK once more to save the properties and return to the FactoryTalk AssetCentre Client.

View Siemens S7 Disaster Recovery Options and Compare Report This section of the lab will review the various options associated with Disaster Recovery operations for

Siemens S7 Processors. Because there is no S7 processor available to perform an upload from, this

section will highlight the options without running an actual operation.

1. Click to open the Schedules tab.

2. Select the Weekly schedule. Note that the schedule is created for the entire asset tree, meaning that

the newly created Siemens S7 asset is automatically added to it.

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3. Notice the schedule details appear in the pane directly below. Click View by Asset Type to filter the

view, then Click the Siemens S7 Processor.

Siemens S7 Disaster Recovery Options Backup Compare Partner: Runtime program to compare against. This is required for compare operations. Configuration Data Compare Partner: Design time program to compare against. This option is disabled by default. When enabled, the operation will compare the processor’s program against both the Backup program specified above, as well as the last known good Configuration Data version. Create New Backup Version: Offers the option of adding a new archive version every time the operation executes, or only when changes are found between the Backup versions. Note that it is not possible to automatically create a new archive version of the Configuration Data, as the file types are different and require special conversion. Block Options: Allows the user to adjust how the compare operates by excluding specific blocks within the program. Block compare options are viewed in the next step of this section. Compare Data Blocks by Length and Structure: Allows the user to adjust how the compare assesses the program. The default option is to compare by length and structure, which is the faster of the two options, and does not compare specific content. Setting this option to false will cause the compare operation to take longer, and will compare the specific content of the blocks in question.

4. Select Block Options and click the browse button.

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5. The Block Options dialog will be displayed.

Siemens S7 Block Compare Options Full Backup and Compare: By default, all blocks will be compared, and the entire program will be checked into the archive (if specified.) Full Backup, Compare will exclude the following blocks: A compare report will be generated, excluding the blocks specified in this dialog. If a new version of the program is to be checked into the archive, a full version will be checked in regardless of the block options specified. Backup and Compare both exclude the following blocks: This option specifies blocks for both the compare report, as well as the new archive version to exclude. This means that the project checked into archive will not include whatever blocks are configured to be excluded.

6. Leave the default configuration and Click OK to continue.

7. With no Siemens Processor to run a compare against, a sample compare report has been provided.

Minimize the FactoryTalk AssetCentre client and open the Lab Files shortcut.

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8. Open Sample Siemens Compare

9. The sample compare report will load

10. Close the report when finished.

Move Backup Data to Configuration Data In this section of the lab, the Siemens S7 backup data will be migrated to a new version of the

configuration data. Because the backup data is stored in a different format than configuration data, it is

necessary to perform this process to successfully work with the backup data in a development

environment. Migrating the backup data allows the user to select a specific range of blocks to transfer

into a new version, stored in the configuration data.

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1. Ensure that the new Siemens S7 Processor asset is selected.

2. Click Tasks > Backup to config data…

3. Click Filter by Version and select version 1 of the backup data.

4. Click Next

5. The block selection screen will be displayed. For the purposes of the lab, use the Select all option

and click Next.

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6. Click next on the following screen, confirming the block choices.

7. Enter Promoted backup to master. In the comment field.

View files on disk link The View files on disk link will open Windows Explorer to the temporary folder holding the program to be copied over.

If the Siemens SIMATIC Manager is installed, the project can be verified at this time, prior to completing the promotion.

8. Click finish on the final screen to complete the transfer.

9. Open the Archive tab and select the S7Project binder. The new version will be shown in the details

This completes the Disaster Recovery for Siemens S7 Processors portion of the lab.

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Appendix 5: Archive Auto Check-In & Desktop Shortcuts

In this section of the lab, you will learn how to configure File Associations in FactoryTalk AssetCentre for use with the application launcher utility. Configuring a file association will allow FactoryTalk AssetCentre to monitor the file when opened from the archive, and prompt the user to check the file back in when finished using it.

Archive Auto Check-in

You may associate programs with particular file extensions. If no association is specified for a file

extension, the settings of the local computer are used to open the file. In addition, via the File Association

you can configure it to automatically check out and check in files into archive based upon the Open

command within AssetCentre.



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Create and Configure for Auto Check-in 1. To configure the behavior of the Application Launcher, click Tools > Options and select the System

Associations tab. The following will be displayed:

2. We are going to create a new File Association for Process Device Configuration (PDC) Field Edition.

Click New and enter the following information:

Note: some applications lock the file (i.e. RSLogix5000) while editing and others do not (i.e. Notepad).

For PDC Field Edition, select Process for the Monitor Type. AssetCentre will look at the

application/process to determine when it’s appropriate to check in the file after editing. Whereas, for

RSLogix5000, it’s appropriate to select “File” for its Monitor Type

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Stop!

Ensure that the Process field has the full C:\Program Files\Rockwell Software\AssetCentre

Client\RA.FTAC.PDC.Field.exe entered before moving on.

3. Click OK the exit the File Association dialog.

4. Click OK to Exit the Options dialog

Exercise auto check-in 1. Let’s verify the operation of the File Association, navigate to the PT10.PDC file in AssetCentre

2. Right mouse click on the PT10.PDC file and select Open.

3. Click Check out from the File Retrieval Options.

4. With the “Get local copy” selected, click OK to the Check Out dialog.

5. The PT10.PDC file is checked out of archive and launches with PDC Field Edition.

6. Close PDC Field Edition

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7. The Check In dialog now displays. This is because we selected Monitor Type = Process, and since

PDC Field Edition just ended, AssetCentre now wants to check the file in automatically. With “Check

in and delete the local copy” selected, click OK.

The PT10.PDC file is now checked in

Using Desktop Shortcuts for Archive Files

In this section of the lab, we will create a short-cut to automatically check a file out and in of archive

without even having the AssetCentre Client opened.

Create shortcut 1. Navigate to the PT10.PDC file in AssetCentre

2. Right mouse click on the PT10.PDC file and select Create Shortcut.

This will create a shortcut for the PT10.PDC file on the desktop.

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Exercise shortcut 1. Let’s verify the operation of the shortcut, double click on the PT10.PDC.alup shortcut located on

your desktop.

Note: Shortcuts do not need to reside on your desktop, they can be placed anywhere on your hard

drive. For an RSLogix5000 example:

2. Click OK to the Check Out dialog.

3. The PT10.PDC file is checked out of archive and launches PDC Field Edition automatically. This is

the same behavior we observed by invoking the Open command within AssetCentre.

4. Close PDC Field Edition

5. The Check In dialog now displays, selected, click OK.

The PT10.PDC file is now checked in - Easy! This portion of the lab is now complete.

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Appendix 6: Process Device Configuration at a Glance

In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration to add

an Endress+Hauser Cerabar pressure transmitter to FactoryTalk AssetCentre, and then configure and

monitor the device.

Introduction to FTD-DTM FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process

Device Management. The following sections describe this open technology.

Refer to www.fdtgroup.org for additional information.

What is Field Device Tool (FDT)? FDT (Field Device Tool) technology standardizes the communication interface between field devices and

systems. The key feature is its independence from the communication protocol and the software

environment of either the device or the host system. FDT allows any device to be accessed from

FactoryTalk AssetCentre through any protocol.

Here’s how it works Suppliers (e.g., Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type

Manager (DTM) for each of its devices or group of devices.

The DTM encapsulates all the device-specific data, functions and business rules such as the device

structure, its communication capabilities, internal dependencies, and the Human Machine Interface (HMI)

structure. The DTMs provide functions for accessing device parameters, configuring and operating the

devices, and diagnosing problems. DTMs can range from a simple Graphical User Interface (GUI) for

setting device parameters to a highly sophisticated application capable of performing complex real-time

calculations for diagnosis and maintenance purposes.

The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the

communication component to interface the FactoryTalk AssetCentre Client with the specific fieldbus

communication (e.g., HART, PROFIBUS, FOUNDATION fieldbus, etc.). FactoryTalk AssetCentre initiates

the DTM and enables the device to interoperate with the system engineering and operating environment.

The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to

provide integration for many different kinds of devices.

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DTM’s and Network Topology The first step to configuring a device is to create a communication path to the device from the FactoryTalk

AssetCentre Client. This is accomplished by nesting DTMs that represent various levels of the network

topology.

For example, let’s look at the basic network setup shown below:

To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network

topology would be represented as follows:

Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to

create an appropriate communication path from FactoryTalk AssetCentre client to device.

The first DTM, RSLinx 1756 Bus, routes communications from the FactoryTalk AssetCentre client to the

backplane of the ControlLogix 1756 Chassis. The second DTM, 1756-IF8H, routes communication from

the backplane of the ControlLogix 1756 Chassis to the HART protocol. Lastly, the Cerabar DTM talks

HART and is capable of configuring the Cerabar instrument.

Thus, DTMs have two properties of interest:

Required Protocol - Upstream Protocol Supported Protocol - Downstream Protocol

In the DTM assembly above:

RSLinx 1756 Bus DTM

Has no Required (Upstream) Protocol and Has a Supported (Downstream) Protocol of 1756 bus

1756-IF8H DTM

Has a required protocol of 1756 bus and a Supported protocol of HART

Cerabar DTM

Has a required protocol of HART and No supported protocol

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DTM Catalog The DTM catalog is used to view and manage the DTMs that are available in FactoryTalk AssetCentre.

The DTM Catalog is stored on a FactoryTalk AssetCentre server.

1. Click the Tools / DTM Catalog from the file menu.

2. The DTM Catalog is displayed.

The DTM Catalog is where you can:

Scan for additional installed DTMs that have been loaded on the machine Enable or Disable particular DTM for usage via the Modify Catalog button View all DTMs that are available via FactoryTalk AssetCentre. You can apply predefined or custom

filters for easy navigation.

3. When finished, press the Close button.

Scan DTMs that have been added or removed. Scan is required whenever a library of DTMs have been installed or removed.

Predefined filters allows you to quickly apply a filter to those specific DTMs

Customized filters allow you to filter the DTM Catalog base on one or more criteria i.e. Cerabar

Allows you to enable or disable a DTM for use

Shows DTMs that are installed locally and are enabled

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DTM View

In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration Field

Edition to verify an Endress+Hauser Cerabar pressure transmitter configuration.

1. Navigate to the PT10.PDC file in the asset tree: under AssetCentre > Plant Layout > Packaging Area > Washer > PT10 > PT10.PDC, right mouse click and select Open.

2. Click Check Out

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3. The Check Out dialog is displayed; click OK to check it out to the default working folder on your

machine. PDC Field Edition will launch, and the PT10.PDC file will opened. The Field Edition Home

page will now be displayed:

The following items are available from the Home page:

Field Description

Open Opens the device configuration data. Depending on

Current Status (see below) the open command will either

go to an Online or Offline state

Upload Will upload from the device and save to offline

configuration data

Download Will download offline configuration to the device

Online / Offline (with Current

Status)

Determines when the device is open to either go to an

Online or Offline state. The current selection is shown

Device / Network diagnostics Used primarily to determine the quality of the DTM

selected, DTM Network configuration; including

connectivity to the device itself

Note: The file has been checked out to the C:\Documents and Settings\Labuser\Desktop\PDC Files\PT10 folder. If the archive tab is open, the State field will display this information for you and a check mark will appear next to the file’s icon, indicating that the file is currently checked out:

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4. Click the Open button to open the pressure transmitter device:

When you are offline with the device, all changes and settings are stored locally in the DTM and are

not sent to the device. When you later go online with the device you can transfer the parameter

changes to the device by performing a parameter download. If online parameterization is performed

when you are online with the device, all changes are transferred directly to the device.

Offline Parameterization

1. In the Label area, select QUICK SETUP:

Current Status: Offline

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2. The DTM View display changes and shows the offline HART data for the device, the display should look like this:

5. You will now change the Upper Range Value, enter 10 for the parameter value of SET URV, hit Enter.

The value to be written to the device will look like this:

6. To save your changes, click File from the menu and then Save.

7. Close PDC Field Edition application Note: If the Archive Auto Check-In appendix has been completed, then the auto check-in dialog will appear at this point and step 8 can be skipped.

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8. To persist the changes, you must check the file back into archive. With the Archive view

open and the PT10.pdc file selected, click the Check In button.

9. Enter “Changed Upper Range Value to 10” in the Comments field of the Check In dialog.

10. Click OK to perform the check in.

The Process Device Configuration at a Glance portion of the lab is now complete.

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Appendix 7: Securing FactoryTalk AssetCentre

In this section of the lab you will secure FactoryTalk AssetCentre assets and features.




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Creating new Users and Groups To secure our FactoryTalk AssetCentre asset view and features, we will first need to create new users

and groups for our Packaging and Process Areas. Users and groups are administered in the FactoryTalk

Administration Console.

1. From the Start menu select Programs > Rockwell Software > FactoryTalk Administration Console

2. Select the Network FactoryTalk Directory and click OK.

After a few seconds you will see the FactoryTalk Administration Console

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3. Expand the Users and Groups, then expand Users then expand User Groups

4. With the User Groups folder selected, right mouse click and select New > User Group

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5. Enter Process Area for the Name, then click Add

6. At this point, if we had a user already created that was appropriate, we could assign them to the

Process Area, however we are going to create a new user called John. Select Show users only for

the Filter Users, then click Create New and select User . . .

7. Enter John for the User Name, as well as for the password. Click OK to continue.

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8. Select John in the list and then click OK

9. John has been added to the Process Area group. If you like, repeat step 7 – 9 to create additional

Process Area users.

10. Click OK to the new User Group dialog with our assigned Users

Next, we are going to create a new User Group called Packaging Area and create a new user call

Bob to assign to this new group.

11. With the User Groups folder selected, right mouse click and select New > User Group

12. Enter Packaging Area for the Name, then click Add

13. Again, at this point, if we had a user already created that was appropriate, we could assign them to

the Packaging Area, however we are going to create a new user called Bob. Select Show users only

for the Filter Users and then click Create New and select User . . .

14. Enter Bob for the User Name, for the password and confirm enter password and then click OK.

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15. Select Bob in the list and then click OK

16. Bob has been added to the Packaging Area group. If you like, repeat step 12 – 16 to create

additional Packaging Area users.

17. Click OK to the new User Group dialog with our assigned Users

Our FactoryTalk Administration Console explorer should look similar to this (Next Page):

Securing AssetCentre functions (Design Mode) Now that we have our Process Area and Packaging Area Users Group and Users created, we are going

to restrict these groups from entering into Design Mode within AssetCentre.

1. Expand the Policies folder

2. Expand the Product Policies folder

3. Expand the FactoryTalk AssetCentre product policies folder and double click on the Feature

Security item

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4. Navigate to the Switch to Design Mode polices and click the Configure Security button.

5. Click the Add button

6. Select Packaging Area and click OK

7. Again, Click the Add button

8. Select Process Area and click OK

9. Since we don’t want the Packaging or Process Area groups to have the ability to Switch to Design

mode click the Deny checkbox.

Click the Deny checkbox to prevent groups or user from entering Design mode

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10. Click OK to the Configure Securable Action dialog.

11. Click OK to the Feature Security Properties dialog.

12. Close the FactoryTalk Administration Console

We will verify that the Design Mode is not available for either of these two groups in the Exercise Security

Configuration section.

Securing the FactoryTalk AssetCentre Asset Tree You will now configure security to prevent the two groups (Process and Packaging Area’s) from viewing

each other’s assets or areas.

1. Within the AssetCentre client, navigate to the Packaging Area as this will be our first Area we are

going to secure.

2. Enter design mode by clicking the Design button

3. Next, click the “Configure Security for the Selected Asset” button. The following is now

displayed:


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5. Select the Process Area group and click OK.

6. Expand out the Common Permissions, navigate to List Children.

7. Check the Deny for List Children AND Read permissions, click OK

This will prevent any user associated to the Process Area user group to view the Packaging Area

contents.

The Read permission is for Packaging Area folder itself, and the List Children is for any content within

the Packaging Area

8. Click Yes to the Security Settings dialog.

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9. Next, navigate to the Process Area as this will be our other Area we are going to secure.

10. Next, click the “Configure Security for the Selected Asset” button.


12. Select the Packaging Area group and click OK.

13. With the Packaging Area group selected, Expand out the Common Permissions, navigate to List

Children.

14. Check the Deny for List Children AND Read permissions, click OK

15. Click Yes to the Security Settings dialog.

16. Exit design mode by clicking the Design button.

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Exercise Security Configuration In this section of the lab we are going to confirm that you have performed the security configuration

correctly.

1. Within AssetCentre, click File and then Log Off.

Notice, with no user log in the FactoryTalk AssetCentre client is blank.

2. To Log back in, click File and then Log On

3. We will first log in as John our Process Area user. Enter John for the user name and password for

password, and then click OK to Log In.

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4. The FactoryTalk AssetCentre client opens; notice that only the Process Area is available for John. In

addition, notice that the Design Button is grayed, meaning that it’s not available.

5. To verify that Bob can only see the Packaging Area, Log off and Log back into AssetCentre as Bob.

Click File and then Log Off.

6. Log In by clicking File and then Log In.

7. Enter Bob for the user name and password for password, and then click OK to Log In.

8. Notice that only the Packaging Area is available to Bob, and again, the design mode button is grayed.

This completes the Securing FactoryTalk AssetCentre portion of the lab.

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Appendix 8: FactoryTalk AssetCentre - Event & Audit Log Cleanup Utility

Through the course of normal operation, the Audit and Event logs of the FactoryTalk AssetCentre system

can grow quite large. As a direct consequence, the MSSQL database size will also expand. Due to

these considerations, it is possible for an administrator of the system to remove older log messages.




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Create and Purge Log data

1. To begin within AssetCentre Click Tools > Log Cleanup Wizard.

2. Click Next to the Welcome Screen.

3. Select Audit Log as the Log we want to clean up or process, click Next.

Note: Audit, Events and Diagnostics Log are treated separately. If you wanted to clean out the Event

or Diagnostics, the Clean-up wizard would need to be run once per.

4. For the Log Date Criteria, Enter Yesterdays date. You can use the drop down to do this.

Note: It’s not possible to enter today or a future date.

5. With the Export to data file selected, change the File Name to myAudits.sdf and change the File

Path to desktop

6. Click Next to advance to the Confirmation Screen

7. Click Start to being the process

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8. Once the process is complete a Results screen is displayed, click Next.

9. The Log Cleanup Wizard shows the before and after effects of processing, Click Finish to exit.

Note: some rows may remain; this is primarily due to the today’s Audit messages still in the database.

The numbers shown above may not match what you’re seeing, as the dates will not match.

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View Purge Log data 1. To View our records that we just created from our FactoryTalk AssetCentre database start the Log

Viewer by Clicking Start > Programs > Rockwell Software > FactoryTalk AssetCentre Client >

FactoryTalk AssetCentre Exported Log Viewer.

2. To open our myAudits.sdf file, click File > Open Log and browse to the desktop and select

“myAudits.sdf”

3. The contents that have been removed from the AssetCentre logs can now be viewed here.

This completes the Event and Audit Log Cleanup Utility portion of the lab.

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Appendix 9: Backup and Restore FactoryTalk AssetCentre

The following set of instructions is intended for use on system using Microsoft SQL Server 2008. Proper steps for manual backup and restoration of the AssetCentre database will be shown. A backup operation will essentially create a copy of the current database contents, and store them in a user-defined location, and a restore operation will create a database based on the contents of the backup file. It should be noted that this process can also be automated. During the backup of the FactoryTalk AssetCentre system, user access should be limited. While users can continue to query the system during the backup, it is not recommended to have any user activity occur during this time. Additionally, it is advisable to run the Database Cleanup Wizard from the FactoryTalk AssetCentre client prior to backing up the system to clean out any aged data that no longer needs to be retained (see online help in FactoryTalk AssetCentre client for this procedure.)

AssetCentre Database Backup

1. From the Start menu select Programs> Microsoft SQL Server 2008 > SQL Server Management

Studio

2. Click Connect

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3. Once the Microsoft SQL Server 2008 Management Studio has connected to the database server,

navigate to the AssetCentre database.

4. Right-click on the AssetCentre database and select Tasks > Back Up…

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11. The Back Up Database – AssetCentre screen is displayed, Enter the following information

Backup Set Name: This will be the name of the database backup file. Backup set will expire: This will be a retention period for each backup performed. If the backup should never expire, leave this setting at the default of 0. Destination: The default destination for this backup is “C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Backup\AssetCentre.bak”. It is typically advisable to remove this location by selecting it, then click the Remove button. Click the Add button to select a user defined location and filename for the backup. For the sake of simplicity, the lab is pointing the backup file to the desktop.

Select AssetCentre database to backup

Name of backup

Local hard drive to store backup file (see notes below)

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12. Note the Options from the tree on the left of the screen. In this example, all options are left at default.

13. Click OK to initiate the backup.

14. Upon successful completion of the backup, the following window will be displayed

The AssetCentre database is now backed up.

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AssetCentre Database Transaction Logs Backup It is strongly recommended to backup the database transaction logs in addition to the database itself. The transaction logs essentially keep audits of the database, recording actions performed upon it. Both the transaction logs and database can be stored in the same file, specified in the section above on how to back up the database.

1. Right-click on the AssetCentre database and select Tasks > Back Up…

2. The following screen will be displayed

3. Note the Options from the tree on the left of the screen. In this example, all options are left at

default.

4. Click OK to initiate the backup

Select AssetCentre database to backup.

Select Transaction Log as the backup type.

Name backup

Note that the location is carried over from previous backup.

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5. Upon successful completion of the backup, the following window will be displayed, click OK.

The AssetCentre database’s transaction logs have now been backed up successfully.

Scheduling Backups Using the MSSQL Server Agent, it is possible to schedule backups of the AssetCentre database and transaction logs on a user defined schedule. Typically, an entire database backup is scheduled less often than the transaction log backup (e.g., the database might be backed up weekly, whereas the transaction logs are backed up daily.) Since the MSSQL Server Agent is performing the operation, its service must be running for scheduled activities to run correctly. It is recommended to set this service to automatic, such that the service will start on reboots without user intervention.

Note: The steps below assume a configuration of two separate maintenance plans: one for the transaction log and one for the database itself. It is possible to configure both in the same plan.

1. Ensure that the SQL Server Agent is started ( a green arrow is indicated next to the text if

started.) This can be accomplished directly from the Microsoft SQL Server Management Studio,

at the bottom of the navigation tree.

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If the Agent is not started, right-click on it and select Start.

Click Yes when prompted to start the service.

2. Once the SQL Server Agent is started, right-click on Management > Maintenance Plans and

select Maintenance Plan Wizard.

3. Enter a name for the maintenance plan, and then click the Change button to schedule the plan.

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4. Use the following screen to configure the schedule for the operation, then click OK to continue

5. Click Next to progress past this screen now that the schedule is configured

6. Select ‘Back Up Database (Full)’ to configure this maintenance task to backup the database

itself. Click Next to continue.

7. Click Next

Note that a transaction log backup can also be selected here.

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8. Select the AssetCentre database from the drop down menu and click OK.

9. Specify the location to store the backup file.

Note: A preferred location would be a separate hard drive from the one on which the database resides (thus saving the backup location if the database’s hard drive fails.)

10. Click Next

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11. Click Next

Note: It is possible to configure email reporting from this screen.

12. Click Finish to finalize the maintenance plan.

13. Once the success of the operation is reported, click Close.

A database backup has now been scheduled.

Note: If a maintenance plan for the transaction log is also desired, simply follow these steps again and select Back Up Database (Transaction Log) instead of Back Up Database (Full).

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Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008

Before beginning the process of restoring the database, all users of the FactoryTalk AssetCentre system

should be disconnected. It is advisable to simply stop the FactoryTalk AssetCentre server service until

the MSSQL database restore and subsequent re-connecting of the FactoryTalk AssetCentre server is

complete. Additionally, the World Wide Web Publishing service should be stopped until the entire

procedure is complete.

1. To disable the FactoryTalk AssetCentre server service, open up the Service Control Manager

(Control Panel -> Administrative Tools -> Services).

2. Right-click on the FactoryTalk AssetCentre Server listing and select ‘Stop’

3. Stop the World Wide Web Publishing service in the same way.

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4. On the SQL Server, open up the SQL Server Management Studio and right-click on ‘Databases’,

then select ‘Restore Database’

5. In the ‘To database’ field, enter the name “AssetCentre”, then select the “From Device” radio

button and click the corresponding browse button.

Browse to the backup file and select it, then press OK to continue.

Note: The default file browse filter is looking for .bak extensions. Toggle the filter to All Files to

find the FTAC backup file.

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6. The backup list below the browse button will populate.

In the steps specified in the manual backup sections above, all defaults were selected, which

means that each backup appends to the existing backups and puts both the database and

transaction log in the same file. Since that is the case, all checkboxes should be checked in the

‘Restore’ column, corresponding to each database and transaction log backup. Press OK to

continue.

Note: If different options are selected, such as overwriting on each backup, then there will not be as many rows to select from. Additionally, if no transaction logs were backed up, there will only be one checkbox available, corresponding to the AssetCentre database itself. It is also possible to perform restores of just the transaction log or database, depending on the checkbox selections. These steps show the process for restoring both at the same time. In the scheduled backup examples, the database and transaction log were backed up to separate files (.bak and .trn). These would need to be restored separately as well, as opposed to having both files in the same restore list as shown here.

7. Click OK, SQL will now restore the AssetCentre database. 8. Start the World Wide Web Publishing service.

9. Start the FactoryTalk AssetCentre Server service. This completes the Backup and Restore FactoryTalk AssetCentre portion of the lab.

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Appendix 10: FactoryTalk AssetCentre Instrument Management

What is Calibration Management? Calibration Management is the process of recording that calibration activity actually occurred at the

appropriate time, and capturing the results of calibration activity. Further, Calibration Management will

schedule these manual calibration operations on process devices, test instruments, and other hardware.

Calibration management functionality provided by the AssetCentre Calibration Management feature is

implemented by a software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this

software product to provide Calibration Management behavior. Three distinct characterizations are useful

with respect to a given piece of Calibration Management functionality:

The Calibration Management functionality is completely contained within PCV5, but accessed

solely through AssetCentre.

The functionality is triggered or started within AssetCentre and carried out in PCV5.

There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5

behavior.

FactoryTalk AssetCentre Calibration Management Walk-through In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre

Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre

Client icon on the desktop:

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In this section of the lab we are going to leverage the PT100 pressure transmitter previously

configured extending FactoryTalk AssetCentre to manage the calibration of this device electronically.

We will do this by linking the device to FactoryTalk AssetCentre Calibration Management capability,

setting up additional calibration management specific data, perform a mock calibration, and finally

view a report using one of the standard reporting templates.

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View Calibration Data in FactoryTalk AssetCentre

1. Select PT10 from the Plant Layout > Packaging Area > Washer section of the FactoryTalk

AssetCentre Tree View..

2. Click the Calibration button form the menu tool bar. The following screen is

displayed.

Note: The Calibration Master Data is synchronized with the ProCalV5 calibration data. ProCalV5

contains the master data.

Short-cut menu options for ProCalV5 program

Open Instrument record or perform a New Calibration in ProCalV5

Create a new ProCalV5 device (System, Loop, Instrument, Equipment or Test Instrument)

Refresh Calibration Data

Sort by Alphabetical

Sort by Groups

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ProCalV5 Data

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View ProCalV5

1. Select the PT10 instrument from the FactoryTalk AssetCentre Tree View, right mouse click

to open the sub menu, click ProCalV5 > Open.

2. ProCalV5 has a reminders dialog that by default displays every time ProCalV5 launches. Click the

Expand All button to view all reminders

ProCalV5 comes equipped with a reminder system, whereby overdue calibrations, work items and

alerts will appear on the Reminders screen. There are many different types of reminders that may

appear in this screen ranging from Late Calibrations to Un-finalized Maintenance Results.

3. Double click AT500: Tank pH to view the late calibration record.

4. We could initiate a new calibration for this device realizing it is past due, however, for our lab

purposes we will press on and simply close out of this dialog; click the button to close this dialog.

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5. The following is ProCalV5 client - This is the main screen you will work from when you are using

ProCalV5. An overview of this screen’s sections is provided.

6. Click Close button to exit ProCalv5 if it is still open - FactoryTalk AssetCentre should now have

focus.

Note: ProCalV5 could be left open, but for the sake of simplicity and to avoid confusion, we’re closing

out of the program and re-opening it a different way in the next section.

Menu Bar File: When the HOME SCREEN is displayed the file menu provides you with the ability to log off ProCal, change password and change to a different user, or exit the system entirely. Record Menu provides you with access to the main screens that also may be assessedaccessed through the Records Toolbar Tools menu provides links to screens where you can use functions such as Advance Queries, Print Work Orders, Item Comparison Screen, User Defined Variables, Labels, Lists, Required Fields, Add Company and View Acknowledge Notifications. Reports & Lists menu provides you with access to all areas of the program’s Reporting System, including all standard reports and the REPORT MAINTENANCE SCREEN, which is used to add new reports to the system

Record Toolbar provides you with access to the mains screens that also may be accessed through the Records menu.

Company Record

Instrument Record

Loop Record

Equipment Record

System Record

Test Instrument Record

Calibrations

Planned Maintenance

Maintenance Request

Work Orders

Task

Document Records

Compliance Records

Work Area

When you invoke any of the screens by clicking the appropriate menu or toolbar item, it will be displayed in this area

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Master Instrument Record (MIR)

1. From the open Calibration view, click the PT10 button and select Open Instrument.

2. Click the Hide button to close the reminder screen. This will open the Master Instrument Record for PT10 in ProCalV5.

The master instrument record is used to display and modify the device Master Instrument Records (MIR). The MIR is used to enter all of the instrument’s information that will remain constant, such as model number and serial number. The MIR that is entered will be the basis for creating calibration records for those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs.

General Info Tab The general tab contains data about the physical instrument such as Manufacturer and Serial Number.

You may also assign a Department (with or without corresponding Approval Policy), and determine the

primary Calibration Schedule.

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Calibration Points Tab

1. Click the Calibration Points tab

The Calibration Points tab is the page that contains fields to enter calibration information for the

instrument, such as # of cal points, stated accuracy, resolution, etc. This information is then used to

calculate the high and low spec and control limits for the instrument’s calibration.

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Instrument Report

1. Click the Report Preview button to see the standard Instrumentation Report.

2. Close the Report Preview.

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3. Set focus back to FactoryTalk AssetCentre, with PT10 selected and the Calibration View open, click the Calibration Points tab and review the data presented. Remember, calibration information is sourced from ProCalV5, so any changes make in ProCalV5 are automatically reflected in FactoryTalk AssetCentre.

4. Note: The Test Points property has multiple data values associated with it. Click the Test Points property and click the browse button to view this data.

5. Close the Test Points screen to return to the Calibration View

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The next portion of the lab walks through how to enter a calibration into FactoryTalk AssetCentre. Only one section should be chosen, depending upon your station configuration.

If your station has a hardware configuration including a Fluke hand held calibrator, proceed with the following section (Section 1.)

If you are not working at a station with a Fluke handheld calibrator, proceed to Section 2, where you will enter information from a mock calibration.

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Section 1: Perform a Calibration using a Hand Held Calibrator

In this section of the lab, we are going to perform a calibration on our pressure transmitter PT100 using

Fluke’s 744 Hand Held Documenting Process Calibrator. We will download the calibration procedure

(Test Points) for PT100 that we recently created, and then we will perform the calibration using the Hand

Held calibrator. Once we’ve calibrated PT100, we will upload the results to AssetCentre, and then view

the Calibration Certificate using ProCalV5. Lastly view the results in FactoryTalk AssetCentre.

If your lab station does not have a Fluke Hand Held Calibrator, turn to Section 2 of this appendix.

Prepare the Hand Held Calibrator

1. Power up the Fluke 744 Documenting Process Calibrator

2. Connect the serial cable to the Fluke 744 Documenting Process Calibrator

Download to Calibrator

3. From the Start menu select Programs>ProCalV5 >ProCalV5 Field Calibrator Utility. You can also

double-click the FactoryTalk AssetCentre Client icon on the desktop:

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4. Log in the application using the following information

User ID: AF2010-L11-PAx\labuser

Password: rockwell

5. Click OK

After a few seconds, you will see a software interface that looks similar to this:

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6. With the Instruments Tab selected, select “Check List” and select PI100-0001 from the left hand

pane.

Note: Several options are available to select instruments of interest for download. We could have

used a custom query, by calibration due dates, configuration, etc. For our lab purposes, we’ve

chosen to look at all the instruments in the system and manually select the one we are working with,

PI100-0001.

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7. The hand held calibrator has I/O block options that have to be configured; these options specify units

of measures. These I/O blocks have been pre-configured for you. To view these blocks, click File >

Signal Type Options.

8. Click Close

9. The hand held can also be configured to use internal or external power to power up the instrument to

be calibrated. This needs to be specified, this is done in the field calibrator options tab. To set this

Click File > Utility Options/Defaults from the drop-down menu.

10. Click Save

11. Download the procedure to the hand held. Click the Initiate Download button. The

download is started.

12. Click Yes to the Warning

13. Click Yes to the Warning

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14. Once the download is complete, you can disconnect the download serial cable at this time.

If you see an error message, such as the one shown below, verify that the 9-pin serial cable is firmly

connected to both the Fluke and the PC. You may also need to verify that the serial port on the PC is

properly re-directed to the lab Virtual Machine.

Note: Do not close the application. We will use it to perform an upload when calibration is complete

Preparing Cerabar Instrument for Calibration To perform the Cerabar instrument (PI100) calibration, we must disconnect the PI100 from the PreMix

system (our Lab Kit), this would be an example of scheduled maintenance planned into a production

cycle, and connect it to the Fluke hand held calibrator. The Fluke 744 can communicate over the HART

protocol to complete the calibration & even has the ability to power up the instrument using its loop

source capability. To do this we will connect our instruments as follows:

The follow pages provide step-by-step instructions for preparing the PI100 for calibration as shown in the

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image above.

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Using the quick disconnect, connect the PI100 instrument, hand pump and pressure sensor as follows.

Be sure the connections are tight to ensure accurate calibration results:

1. Next, using the quick electrical disconnect, disconnect the wires from PT100 to the terminal blocks,

and connect the Fluke 744 test leads to these wires, connect Red test lead to the red wire and

connect Black test lead to the black wire. Next connect the HART Communication from the Fluke

744 to the instrument. It should look similar to the following:

Hand Pump

PI100 – Instrument

Pressure sensor

These lead reads measured data from the Instrument (4 – 20mA). Be sure to follow the color coding: Red Lead to Red Instrument Wire Black Lead to Black Instrument Wire

These leads provide loop power from the Fluke to the Instrument. You can connect either lead to either wire, the Fluke will auto detect for power.

Connect both sets of leads to the instrument.

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2. Connect the pressure sensor to the Fluke 744.

3. Connect the serial cable from the PC to the Fluke 744 and your setup should now look like the image

below:

4. Press the power button on the Fluke 744 to power up the device.

Your instrument is now prepared for calibration.

9-Pin Serial Cable to PC

This sensor reads source data from the instrument (psi).

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Prepare Fluke 744 Hand Held Calibrator 1. Press HART, then the loop power soft key

2. Verify HART configuration

Pressure variable – will not match your readout.

Corresponding milliamp signal – will also not match

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3. Press HART again, Use the down arrow to select measure mA, Source PSI, then press the enter

key

4. Vent pump to atmosphere, press the Clear/zero button

Vent

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Select Calibration Task 1. Press More Choices soft key, then select the Task sofkey

2. Press enter to select task

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3. Confirm test setup, Press the Continue softkey

Calibrate As Found Instrument Values 1. Select the Manual Test softkey

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2. Apply 0 psi, accept first calibration

3. Apply 5.0 psi, accept second calibration point

Course Adjust

Fine Adjust

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4. Apply 10.0 psi, accept final calibration

5. Review as-found results, press Continue

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6. Review Tag and serial number information and User (ID), press Continue

Note: The tag in the image may be different from what you see on your screen. The image tag

reads PT100, but your device may read PI100.

7. Select Adjust

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8. Select Pressure Zero Trim, Press Enter, Acknowledge “Warning”

Note: Do NOT select “Done” at this time – press the Enter button to continue instead.

9. Vent pump to atmosphere (Completely open valve) and Press continue to zero pressure transmitter

offset value.

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10. Move cursor to Output Trim, Press Enter, Acknowledge “Notice”

11. Press Fetch then Send softkeys to adjust the 4.0 mA output, Press Continue softkey

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12. Press, Fetch then Send softkeys to adjust 20.0 mA

13. Move the Cursor to Sensor trim and press enter

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14. Press enter to Perform User Trim – both, Acknowledge “Notice”

15. Press Clear/Zero to re-zero pressure module (vent pump first) then Press continue

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16. Apply 0 psi (vented open) Press Fetch and Trim to adjust the LRV, press Continue for next point

17. Apply 10 psi, Press Fetch and Trim to adjust the URV, Press Done when complete, Press Done

once more to go to the “As Left” test

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Calibrate As Left Instrument Values 1. Select “As Left”, confirm settings and Select Continue

2. Select manual test and Apply 0 psi, accept first calibration point

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3. Apply 5.0 psi, accept second calibration point

4. Apply 10.0 psi, accept final calibration point

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5. Review results, press Continue

6. Confirm Tag, Press Continue twice and the test is complete

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Upload Completed Calibration from Fluke 744 Calibrator

1. Connect the upload serial cable at this time

2. From the ProCalV5 Field Calibrator Utility, Select “Upload to ProCalV5” from the “Action” menu in the

upper right corner of the screen.

3. Select John D’Mico from the “Who Calibrated” section

4. Select Scheduled from the “Calibration Type for Uploaded Calibration”

You ProCalV5 Field Calibrator Utility should now look like the following:

5. Click the Initiate Upload button

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6. Click Authorize Record for PI100-0001

7. You will be prompted that the Upload has completed. Click OK to the Field Calibrator Utility

8. Click Yes to the Confirm Dialog

9. Click Exit to exit the Field Calibrator Utility

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Verify Calibration in FactoryTalk AssetCentre Calibration Management 1. If it is not already launched, launch ProCal V5 from the AssetCentre program by right-clicking on the

PI100 instrument and selecting ProCalV5 Open.

2. In ProCalV5, Click the Calibration button

3. Click the List Calibration Records , select PI100-0001 from the list

4. Click the Report Preview button to see the standard Calibration Report.

5. Close the Report Preview

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6. Close the Calibration window.

7. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.

8. Click the Refresh button to update the Calibration View. Calibration History is now a Tab

in the view. Click the Calibration History Tab.

9. Click Calibration History properties to view the calibration pass/fail results.

10. Close the Calibration History List.

Reconnect the Instrument to Lab Kit

Return the equipments configuration prior to the calibration.

1. Disconnect the pressure module and pump using the quick disconnect.

2. Disconnect the wiring lead from Fluke hand held and connect the instrument to the flex rail wiring

lead.

3. Once the flex rail wiring leads are reconnected you should notice the PI100 powering up.

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Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument

In this section of the lab we are going to enter the results of a mock calibration performed on pressure

transmitter PT10. Once we’ve entered the data we will preview the data in a standard ProCalV5 report

and lastly view the results in FactoryTalk AssetCentre.

If your lab station has a Fluke hand held calibrator, then this portion of the lab is covered in

Section 1.

New Calibration

1. In FactoryTalk AssetCentre, click the PT10 calibration button and select New Calibration.

2. ProCalV5 has focus and displays the Calibration Information Tab. These screens (Tabs) are used to

add, display, modify, and delete results of a device calibration.

3. Select Scheduled for Calibration Type

4. Select John D’Mico for Who Calibrated

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Enter Calibration Results 1. Click the Test Results Tab of Calibration.

2. Enter the following Calibration Information.

TIP: It is not necessary to fill in all

empty fields in the Calibration Tabs,

however you must enter an

Instrument ID, the Calibration Date

and the Result of either a “Pass, “Fail”

or Incomplete” to save a new record

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3. Enter the following Calibration Information:

4. Next, click the Test Instruments Tab and select FIELD_CALIBRATOR and click the button.

NOTE: Specifying a test instrument used in the calibration procedure is useful for reporting purposes.

If the test instrument itself was out of calibration for a period of time, a report can be run to find out

what instruments were “calibrated” with the out of calibration test instrument, only re-calibrating the

instruments effected – saving time and money!

Calibration

Pass Selected

Adjusted to Improve Checked

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5. Click the Notes Tab and Add a New Note per below:

View Calibration Results 1. Go back to the Calibration Information Tab by clicking Calibration Information and check the

Finalized parameter

2. Click the save button.

Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.

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3. Click the Report Preview button to see the standard Calibration Report.

4. Close the Report Preview

5. Close the Calibration window.

6. Close the Master Instrument Record

7. Let’s run a Traceability report on the FIELD_CALIBRATOR that we used during the calibration

procedure. Select from the file menu, Reports > Test Instrument > Test Instrument Reverse

Traceability.

8. Select FIELD_CALIBRATOR for the Test Instrument ID

9. For the Start and End Date enter today’s date

TIP: Use the built in short cut keys

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10. Click the Preview button to view report

11. Close the report preview.

12. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.

13. Click the Refresh button to update the Calibration View. Calibration History is now a Tab

in the view. Click the Calibration History Tab.

14. Click Calibration History properties to view the calibration pass/fail results.

The Calibration history is shown:

Close the Calibration History List. You have completed this appendix!

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Notes