FactoryTalk Transaction Manager User Guide

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<ul><li><p>USER GUIDE </p><p>Rockwell Automation Publication RSSQL-UM001I-EN-P-June 2014 </p><p>Supersedes Publication RSSQL-UM001H-EN-P-April 2011 </p></li><li><p>Customer Support Telephone 1.440.646.3434 Online Support http://www.rockwellautomation.com/support/overview.page </p><p> 2014 Rockwell Automation Technologies, Inc. All Rights Reserved. </p><p>This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details. </p><p>FactoryTalk, FactoryTalk Activation, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, FactoryTalk Metrics, FactoryTalk Services Platform, FactoryTalk Transaction Manager, FactoryTalk VantagePoint, FactoryTalk ProductionCentre, Report Expert, Rockwell, Rockwell Automation, Rockwell Software, and RSBizWare are trademarks of Rockwell Automation, Inc. </p><p>Any Rockwell Automation logo, software or hardware not mentioned herein is also a trademark, registered or otherwise, of Rockwell Automation, Inc. </p><p>For a complete list of products and their respective trademarks, go to </p><p>http://www.rockwellautomation.com/rockwellautomation/legal-notices/overview.page?%23tab4#/tab4. </p><p>ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server, Windows XP, Windows 7, Windows Vista, and Windows 8 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. </p><p>Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. </p><p>ControlNet is a registered trademark of ControlNet International. </p><p>DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA) </p><p>OLE for Process Control (OPC) is a registered trademark of the OPC Foundation. </p><p>Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. </p><p>All other trademarks are the property of their respective holders and are hereby acknowledged. </p><p>This product is warranted in accordance with the product license. The products performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This products implementation may vary among users. </p><p>This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at any time without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product. </p><p>Contacting Rockwell </p><p>Copyright Notice </p><p>Trademark Notices </p><p>Other Trademarks </p><p>Warranty </p><p>http://www.rockwellautomation.com/support/overview.pagehttp://www.rockwellautomation.com/rockwellautomation/legal-notices/overview.page?%23tab4#/tab4</p></li><li><p>Rockwell Automation Publication RSSQL-UM001I-EN-P-June 2014 3 </p><p>Table of Contents </p><p>Chapter 1 What Is FactoryTalk Transaction Manager? ........................................ 11 What Can FactoryTalk Transaction Manager Do For Me? ............. 12 Understanding FactoryTalk Transaction Manager Concepts ......... 13 </p><p>Transaction Control Manager Service .............................................. 13 FactoryTalk Transaction Manager Service and Control Connectors .............................................................................................. 14 Control Connectors .............................................................................. 15 Enterprise Connectors .......................................................................... 16 Configuration Server ............................................................................. 16 Transactions ............................................................................................ 16 </p><p>FactoryTalk ................................................................................................... 17 FactoryTalk Services Platform Components .................................. 17 </p><p>Intended Audience ...................................................................................... 19 Where Can I Go for Help? ....................................................................... 19 </p><p>Chapter 2 Installing and Activating FactoryTalk Transaction Manager .......... 21 Distributed Installations ............................................................................ 21 </p><p>Chapter 3 Starting FactoryTalk Transaction Manager.......................................... 23 Exploring the FactoryTalk Transaction Manager User Interface ... 23 </p><p>Title Bar ................................................................................................... 25 Menu Bar ................................................................................................. 25 Toolbar ..................................................................................................... 26 Configuration Tree ............................................................................... 27 </p><p>Configuration and Connector Status .......................................... 28 Configuration Server Status ........................................................... 29 </p><p>Workspace ............................................................................................... 30 Transaction States ............................................................................ 30 </p><p>Status Bar ................................................................................................. 31 Configuration Checklist ............................................................................ 31 </p><p>Step 1: Defining and Naming a New Configuration .................... 33 Step 2: Defining Connectors............................................................... 34 Step 3: Defining Data Points .............................................................. 35 </p><p>Welcome To FactoryTalk Transaction Manager </p><p>Getting Started </p><p>Exploring the FactoryTalk Transaction Manager User Interface </p></li><li><p>Table of Contents </p><p>4 Rockwell Automation Publication RSSQL-UM001I-EN-P-June 2014 </p><p>Step 4: Defining Data Objects ............................................................ 35 Step 5: Defining Transactions ............................................................ 36 Step 6: Verifying Transactions ............................................................ 37 </p><p>Miscellaneous ............................................................................................... 37 Viewing Configuration Properties ..................................................... 38 Starting Configurations ........................................................................ 38 Stopping Configurations ...................................................................... 40 Starting and Stopping Connectors .................................................... 40 Monitoring Configurations ................................................................. 40 </p><p>Understanding FactoryTalk Transaction Manager External Files .. 41 Using the Service Console ......................................................................... 42 </p><p>Chapter 4 Introducing FactoryTalk Transaction Manager Services .................. 45 Control Connectors ................................................................................... 46 </p><p>FactoryTalk Live Data .......................................................................... 46 DDE ....................................................................................................... 47 RSLinx Classic OPC ............................................................................. 47 RSView32 ................................................................................................ 48 Generic OPC .......................................................................................... 48 </p><p>Enterprise Database Connectors ............................................................. 49 Microsoft OLE DB ................................................................................ 49 ODBC ...................................................................................................... 50 Oracle OCI .............................................................................................. 50 </p><p>Enterprise Application Connectors ........................................................ 50 Microsoft COM+ .................................................................................. 51 Time-series Data Compression .......................................................... 51 FactoryTalk Metrics .............................................................................. 51 </p><p>Enterprise Connector Options ................................................................ 51 FactoryTalk Transaction Manager Service ........................................... 52 Transaction Control Manager Service ................................................... 53 Configuration Server .................................................................................. 53 </p><p>Chapter 5 Introducing Data Points ............................................................................ 55 FactoryTalk Live Data Data Points ........................................................ 57 </p><p>Selecting a Collection Mode ............................................................... 58 </p><p>Understanding FactoryTalk Transaction Manager Services </p><p>Defining Data Points </p></li><li><p>Table of Contents </p><p>Rockwell Automation Publication RSSQL-UM001I-EN-P-June 2014 5 </p><p>Scheduled: Maintain the Current Subscribed Value ............... 58 Device Scheduled: Request the Current Value From the Device ............................................................................................... 58 Unscheduled: Send Subscribed Value Whenever It Changes 59 </p><p>Consecutive Data Point and Data Block Support ......................... 59 Selecting Timeout Properties .............................................................. 60 </p><p>Data Valid ........................................................................................... 60 Data Retrieval Timeout .................................................................. 61 </p><p>Selecting a Substitution Option ......................................................... 62 Preventing Stale and Mismatched Data ........................................... 63 Specifying Quality .................................................................................. 63 </p><p>OPC Data Points ........................................................................................ 64 RSLinx Classic OPC Data Points ...................................................... 65 Generic OPC Data Points ................................................................... 65 RSView32 Data Points ......................................................................... 65 DDE Data Points ................................................................................... 66 </p><p>Chapter 6 Introducing Data Objects ......................................................................... 67 Enterprise Database Objects ..................................................................... 68 </p><p>Oracle Call Interface (OCI) Data Objects ...................................... 69 Microsoft SQL Server Data Objects.................................................. 69 ODBC Data Objects ............................................................................. 69 </p><p>Enterprise Application Objects................................................................ 70 Microsoft COM+ Data Objects ........................................................ 70 FactoryTalk Metrics Data Objects .................................................... 70 </p><p>Enterprise Connector Error Handling................................................... 70 Inserting and Updating Data Table Records ........................................ 72 Stored Procedures ........................................................................................ 72 </p><p>Chapter 7 Introducing Transactions .......................................................................... 75 Transaction Types ....................................................................................... 77 </p><p>Unidirectional Transactions ............................................................... 77 Bidirectional Transactions ................................................................... 77 Bidirectional or Unidirectional Transactions With Transaction Bindings .................................................................................................... 80 </p><p>Defining Data Objects </p><p>Creating Transactions </p></li><li><p>Table of Contents </p><p>6 Rockwell Automation Publication RSSQL-UM001I-EN-P-June 2014 </p><p>Transaction Timeout ................................................................................. 82 Transaction Completion ........................................................................... 82 </p><p>Cached Transactions ............................................................................. 82 Real-time Transactions ......................................................................... 82 Bidirectional Transactions ................................................................... 84 Transactions With Bound Transaction Results ............................. 84 Database Triggers ................................................................................... 84 </p><p>Using the Expression Editor ..................................................................... 85 Logical and Mathematical Operators ................................................ 85 Time Functions ...................................................................................... 86 Data Point Range and Advanced Functions ................................... 86 Parse Function ........................................................................................ 87 </p><p>Chapter 8 Introducing Online Edits .......................................................................... 89 Understanding Online Edit Concepts ................................................... 90 </p><p>Online Edits Workflow ........................................................................ 91 Configurations That Use Online Edits ............................................ 91 Assembling Pending Edits.................................................................... 93 Canceling Pending Edits ................................................................</p></li></ul>