TRDO.100043.03.004_-_VP.1_Training_Labs
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Rockwell Automation
Training Manual VP.1 – Installation and Getting Ready December 2009
TRDO.100043.03.004 - VP.1 Training Labs
Table of Contents SECTION 1
INSTALLATION................................................................................................................................... 5
LAB 1.1
INSTALLING FACTORYTALK VANTAGEPOINT SERVER .............................................................................................6
SECTION 2
FACTORYTALK CONNECTOR ............................................................................................................ 19
LAB 2.1
CREATING A FACTORYTALK CONNECTOR..........................................................................................................20
SECTION 3
FACTORYTALK LIVE DATA ................................................................................................................ 25
LAB 3.1 LAB 3.2 LAB 3.3
IMPORTING FACTORYTALK LIVE DATA STRUCTURES ...........................................................................................26 IMPORTING FACTORYTALK LIVE DATA TAGS .....................................................................................................35 TESTING THE FACTORYTALK LIVE DATA CONNECTION .........................................................................................42
SECTION 4
FACTORYTALK HISTORIAN............................................................................................................... 45
LAB 4.1 LAB 4.2
IMPORTING FACTORYTALK HISTORIAN TAGS ....................................................................................................46 TESTING THE FACTORYTALK HISTORIAN CONNECTION ........................................................................................50
SECTION 5
FACTORYTALK ALARMS AND EVENTS .............................................................................................. 53
LAB 5.1 LAB 5.2
RETRIEVING FACTORYTALK ALARMS AND EVENTS DATA .....................................................................................54 TESTING THE FACTORYTALK ALARMS AND EVENTS CONNECTION ..........................................................................56
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TRDO.100043.03.004 - VP.1 Training Labs
SECTION 1 Installation
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Lab 1.1 – Installing FactoryTalk VantagePoint Server
LAB 1.1
Installing FactoryTalk VantagePoint Server
1. In the virtual machine’s Desktop, browse to this folder location FTVP > Product Install. 2. Double-click Setup.exe to begin installing VantagePoint. NOTE If installing from the DVD, place the DVD in the drive. The splash screen below will launch automatically. If it does not launch automatically, browse to the DVD drive and run Setup.exe.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 3. In the splash screen, click Install VantagePoint Server Only. NOTE When installing VantagePoint, you will be asked to install the following if they are not currently installed: .Net Framework 2.0 Rockwell FactoryTalk Activation Server 3.02 (CPR 9 SR 2) Rockwell FactoryTalk Services Platform 2.10 (CPR 9 SR 1) Microsoft ASP.NET 2.0 AJAX Extensions 1.0 MSXML 6 Service Pack 2 OPC Core Components 2.00
4. Click Install.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 5. Click Install.
6. Click No. NOTE The HASP USB dongle drivers are only required if a USB FTActivation dongle will be used. We will not be using a dongle during the course of this training.
7. Click Yes.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 8. Click Next. 9. Select the option I accept the terms in the license agreement.
10. Click Next.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 11. Keep the defaults and click Next.
12. Click Next.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 13. Click Install.
14. Click Finish. The ASP.NET 2.0 Ajax Extensions 1.0 install will begin.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 15. When the ASP.NET 2.0 Ajax Extensions 1.0 install completes, you will see the following dialog.
16. When the ASP.NET 2.0 Ajax Extensions 1.0 install completes, you will see the following dialog. 17. Click Next. 18. Select the option I accept the terms in the License Agreement.
19. Click Next.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server
20. Click Custom. NOTE Most users will select the Express option at this point. However, we will use the Custom option to explore the options available
21. Explore the features that will be installed by clicking on them individually.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 22. Click Next.
23. Click Next. NOTE You can change the portal name at this point but we will keep the default name.
NOTE The Server name is the name of machine where the SQL Server you wish to use as the back end of VantagePoint is running. The SQL Server you select can be on a remote machine. You can change the Server name at this point but we will keep the default name.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 24. Click Next.
25. Click Next. 26. Microsoft Excel will launch. This is required for the VantagePoint Excel Add-In component to be installed. Wait for the following dialog and then click OK.
27. Wait for the following dialog and then click OK.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 7. Close Excel. Wait for the install to continue. You will see the following dialog
8. Click Install.
9. Click Finish.
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Lab 1.1 – Installing FactoryTalk VantagePoint Server 10. The ReadMe.htm file will launch in Internet Explorer.
11. Close Internet Explorer. Wait for VantagePoint Portal to launch.
NOTE FactoryTalk Activation Server (FTAS) is installed when VantagePoint is installed. Without an activated license, VantagePoint will run for 7 days, called the Grace Period. At the end of this Grace Period, you will need to activate VantagePoint.
12. Close VantagePoint Portal. TRDO.100043.03.004 - VP.1 Training Labs
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Lab 1.1 – Installing FactoryTalk VantagePoint Server
NOTES
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SECTION 2 FactoryTalk Connector
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Lab 2.1 – Creating a FactoryTalk Connector
LAB 2.1
Creating a FactoryTalk Connector
In this lab the participant will create a FactoryTalk connector. Information defined in the FactoryTalk Directory is exposed as potential data sources for VantagePoint to use. The lab goes through the steps of creating the connector and browsing the directory namespace for known Historian, Live Data, and Alarms and Events data sources. The participant will learn how a connection is made to FactoryTalk sources in VantagePoint Manager. Start VantagePoint Manager 1. Ensure you are on the VM-FTVPSVR virtual machine (VM) image. To check the name of the virtual image you are currently on, minimize all open windows and you should see the virtual image name in the background image used for the desktop. Stay on this VM image till you are asked to switch to another image. 2. Launch VantagePoint Manager (Start > Programs >Rockwell Software> FactoryTalk VantagePoint > Manager).
NOTE You can also launch VantagePoint Manager from VantagePoint Portal. To do this, first navigate to VantagePoint Portal. You can get to the Portal in one of two ways: Launch Internet Explorer and browse to this URL - http://vmftvpsvr/VantagePointPortal/. Here, vm-ftvpsvr is the name of the VantagePoint server. If it is different, replace accordingly. Launch VantagePoint Portal from the Start menu (Start > Programs > VantagePoint > VantagePoint Portal). Then, in VantagePoint Portal, select this menu item – Tools > Manager.
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Lab 2.1 – Creating a FactoryTalk Connector Create a FactoryTalk connector 1. In the model (tree-like structure on the left), navigate to System.Sources.FactoryTalk.
2. Right-click on the FactoryTalk node and select New > Item.
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Lab 2.1 – Creating a FactoryTalk Connector 3. In the User name field, enter ftvpadmin. In the Password field, enter ftvpadmin. NOTE The directory host name is set automatically depending on the settings in FactoryTalk Administration Console. If an existing login is used, the login user must be in the Administrators and FTHAdministrators groups in FactoryTalk Security.
4. Click Next. 5. Select the option No, thank you and click Finish.
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Lab 2.1 – Creating a FactoryTalk Connector View the FactoryTalk Connector 1. In the model, navigate to System.Sources.FactoryTalk.localhost. 2. Right-click on the localhost node and select Expand All.
3. Navigate to System.Common.Connectors.FactoryTalk.ImportRules.DataTypes and expand the DataTypes node. These are the Logix Data Types for which import rules have been defined. We will come back to this topic in a later lab.
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Lab 2.1 – Creating a FactoryTalk Connector
NOTES
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SECTION 3 FactoryTalk Live Data
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Lab 3.1 – Importing FactoryTalk Live Data Structures
LAB 3.1
Importing FactoryTalk Live Data Structures
In this lab the participant will import some FactoryTalk Live Data Structures. The lab goes through the steps of browsing the selected Logix processor for system-defined structures (SDTs) and user-defined structures (UDTs) and then importing them into VantagePoint as defined data type structures. This information is then used when creating or viewing reports that reference this structured data. 1. Launch VantagePoint Manager (Start > Programs > Rockwell Software> FactoryTalk VantagePoint > Manager). 2. In the model, navigate to System.Sources.FactoryTalk.localhost.
3. Right-click on the localhost node and select Import.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 4. Select the option I would like to import FactoryTalk Live Data tags and click Next.
5. Select the option I would like to import Logix controller structures as VantagePoint items and click Next.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 6. In the tree structure, browse to the folder FTVP App > CLX1. The dialog should look like the following screenshot.
7. Click Next.
8. Click the ellipsis (…) button next to the Select a project file (.acd) for ‘CLX1’ field.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 9. Browse to the ACD file FTVP_Simulations_v1.ACD in the location provided to you by your instructor. Click Open.
10. Click Next. 11. The next dialog shows the known structures being used in the referenced control program Remove all selections by clicking the Unselect All button, then highlight ALARM_DIGITAL and select the checkbox. See screenshot below.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 12. Click the View Tags button.
13. Click Close. 14. Click Next. 15. Highlight the WC row by clicking on it.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 16. Click the View Tags.
17. Click Close. 18. Now check the box in the WC row.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 19. Click Next.
20. Click Next.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 21. Click Finish. Upon completion of the import operation, you will see the following dialog.
22. Click OK. 23. All digital alarms have been imported as System-Defined Structures (SDTs). You can view these items by browsing the model – System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online. For example, you can navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.Program:CapperD.ALMD_Blocked.
24. In the General tab on the right, note that the Item type property has the value FTVP.StandardTypes.ALARM_DIGITAL.
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Lab 3.1 – Importing FactoryTalk Live Data Structures 25. All “WC” or workcells were imported as User-Defined Structures (UDTs). You can view these workcells by browsing to this location – System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online. For example, you can navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.Program:CapperD.WC_L.
26. In the General tab, note that the Item type property has the value Connector.FactoryTalk.Logical.UDT.
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Lab 3.2 – Importing FactoryTalk Live Data Tags
LAB 3.2
Importing FactoryTalk Live Data Tags
In this lab the participant will import some FactoryTalk Live Data tags. The lab goes through the steps of browsing the FactoryTalk Directory namespace for available FactoryTalk Live Data tags and then importing them into VantagePoint. The participant will explore how to use the Import Wizard to import data points available on a FactoryTalk connector. 1. Launch VantagePoint Manager. 2. In the model, navigate to System.Sources.FactoryTalk.localhost.
3. Right-click on the localhost node and select Import.
4. Select the option I would like to import FactoryTalk Live Data tags and click Next.
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Lab 3.2 – Importing FactoryTalk Live Data Tags
5. Select the option I would like to import simple tags from Logix controllers and other data servers and click Next. 6. You should see the dialog below.
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Lab 3.2 – Importing FactoryTalk Live Data Tags 7. In the Tag Folders structure, browse to the following folder FTVP App > CLX1 > Online > DisplenserLine and click the > button. The dialog should like the following screenshot.
8. Similarly, add the following folders as well: Program:CapperD Program:CapperR Program:FillerD Program:FillerR Program:LabelerD Program:LabelerR Program:PackD Program:PackR
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Lab 3.2 – Importing FactoryTalk Live Data Tags 9. The dialog should look like the following screenshot.
10. Click Next.
11. Click Finish.
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Lab 3.2 – Importing FactoryTalk Live Data Tags
12. The import may take up to 5 minutes. Wait for the import to complete.
13. Click OK. 14. You will see the imported folder structure and the tags contained in them in this location System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online. 15. For example, click on System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.DispenserLine to view the tags in this folder.
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Lab 3.2 – Importing FactoryTalk Live Data Tags 16. A shortcut to the imported folder structure was created during the import. Browse to this location to view the shortcut – MyEnterprise.FactoryTalk.Applications. You may need to refresh the view by clicking the model refresh button . You can, for example, view the DispenserLine folder by navigating to MyEnterprise.FactoryTalk.Applications.FTVP App.CLX1.Online.DispenserLine.
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Lab 3.2 – Importing FactoryTalk Live Data Tags Viewing the “HistorizedTag” Property 1. Continuing from the previous section, now click on System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.Program:CapperD to view the tags in this folder. 2. Turn on filtering by clicking the filter icon and filter on the text temperature. In the list view below, you will see the tag Temperature1. Click on it.
3. On the right, select the Properties tab. Note that the HistorizedTag property is blank. Later when, we import tags from FactoryTalk Historian, we will find that this property will be filled in automatically with the Fully Qualified Name (FQN) of the corresponding FactoryTalk Historian tag.
4. Turn off filtering by clicking the filter icon TRDO.100043.03.004 - VP.1 Training Labs
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Lab 3.3 – Testing the FactoryTalk Live Data connection
LAB 3.3
Testing the FactoryTalk Live Data connection
In this lab the participant will verify that data can be retrieved from the FT Live Data structures imported in the previous lab. The participant will create an ad-hoc Excel report to show the current work order information for the Dispenser Line by retrieving the live values of the tags previously imported. 1. Launch VantagePoint Excel (Start > Programs > Rockwell Software> FactoryTalk VantagePoint > Excel). 2. In Excel, click on the Add-Ins tab in the ribbon. Select VantagePoint > Insert Function.
3. We want the Current Value option so we will keep the default. Click Next.
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Lab 3.3 – Testing the FactoryTalk Live Data connection 4. In the model, navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.DispenserLine.CustomerName.CustomerName[0].
5. Click on the tag CustomerName[0] and click the > button to select it.
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Lab 3.3 – Testing the FactoryTalk Live Data connection 6. Similarly, select the following tags. System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.DispenserLine.OrderName.OrderName[0].OrderName[0] System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.DispenserLine.OrderNumber.OrderNumber[0] System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.DispenserLine.PartName.PartName[0].PartName[0]
7. Click Next. 8. Click Finish.
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SECTION 4 FactoryTalk Historian
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Lab 4.1 – Importing FactoryTalk Historian Tags
LAB 4.1
Importing FactoryTalk Historian Tags
In this lab the participant will import tags defined in a FTHistorian server. The lab goes through the steps of connecting to a FTHistorian server, selecting tags, and then importing them into VantagePoint. The participant will explore how FactoryTalk Historian tags are imported into VantagePoint Manager. Import FT Historian Tags 1. Launch VantagePoint Manager. 2. In the model, navigate to System.Sources.FactoryTalk.localhost.
3. Right-click on the localhost node and select Import.
4. Select the option I would like to import FactoryTalk Historian tags and click Next.
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Lab 4.1 – Importing FactoryTalk Historian Tags 5. Check the Production Historian option and click Finish.
6. You will see the following dialog when the import has completed.
7. Click OK.
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Lab 4.1 – Importing FactoryTalk Historian Tags 8. In the model, navigate to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags. 9. You should see all the Historian tags imported. Make sure filtering is turned off to see the complete list of tags.
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Lab 4.1 – Importing FactoryTalk Historian Tags Correlation of a FactoryTalk Live Data tag with its corresponding FactoryTalk Historian tag 1. Navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.Program:CapperD to view the tags in this folder. 2. Turn on filtering and filter on the text temperature. 3. In the list view below, you will see the tag Temperature1. Click on it. 4. In the Properties tab on the right, note that the HistorizedTag property is no longer blank. You may have to restart VantagePoint Manager to refresh this property. This property has been filled in automatically with the Fully Qualified Name (FQN) of the corresponding FactoryTalk Historian tag. In this example, the tag FactoryTalk Historian tag is System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags.[CapperD.Temperature1].
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Lab 4.2 – Testing the FactoryTalk Historian connection
LAB 4.2
Testing the FactoryTalk Historian connection
In this lab the participant will verify that historical data can be retrieved from the FT Historian tags imported in the previous lab. The participant will create an ad-hoc Trend report to show a comparison of FillerD’s temperature versus FillerR’s temperature by retrieving the historical values of the tags previously imported. 1. Launch VantagePoint Trend (Start > Programs > Rockwell Software> FactoryTalk VantagePoint > Trend). 2. In Trend, navigate to this model location System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags. 3. Select the Filter icon
.
4. Enter Temperature in the Name field.
5. The list of tags is filtered to only show tags that contain “Temperature” in the tag name. Find the following two tags in the tags list (below the model browser) and drag-and-drop them into the trace window on the right. System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags. Program:FillerD.Temperature1 System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags. Program:FillerR.Temperature1
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Lab 4.2 – Testing the FactoryTalk Historian connection
6. Click the Auto Scale Traces and Stack Y-axes buttons . In the time bar, select Last 10 minutes from the drop-down list. You should have something like the screenshot below.
7. Clear the text in the filter field and turn off filtering by clicking the filter icon.
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Lab 4.2 – Testing the FactoryTalk Historian connection Correlation of a FactoryTalk Live Data tag with its corresponding FactoryTalk Historian tag We will now trend historical data for a FactoryTalk Live Data tag that is correlated with its corresponding FactoryTalk Historian tag 1. In Trend, close the current trace window by clicking File > Close. 2. Start a new trace window by clicking File > New. 3. In the model browser, click on System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online.Program:CapperD to view the tags in this folder. 4. Filter on the text temperature. 5. In the list view below, you will see the tag Temperature1. Drag it to the trace window. 6. Clear the text in the filter field and turn off filtering by clicking the filter icon.
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SECTION 5 FactoryTalk Alarms and Events
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Lab 5.1 – Retrieving FactoryTalk Alarms and Events Data
LAB 5.1
Retrieving FactoryTalk Alarms and Events Data
In this lab the participant will deploy SQL objects to use against FT Alarms and Events Data. The lab goes through the steps of deploying SQL stored procedures for use with the query items that are automatically created under the Alarms and Events connector. The participant will explore how a connection is made to FactoryTalk Alarms and Events data in VantagePoint Manager. 1. Launch VantagePoint Manager (Start > Programs > VantagePoint > VantagePoint Manager). 2. In the model, navigate to System.Sources.FactoryTalk.localhost.
3. Right-click on the localhost node and select Import.
4. Select the option I would like to import FactoryTalk Alarms and Events information.
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Lab 5.1 – Retrieving FactoryTalk Alarms and Events Data 5. Click Next. 6. Check the option FTAE.
7. Click Finish.
8. Click Yes.
9. Click OK.
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Lab 5.2 – Testing the FactoryTalk Alarms and Events Connection
LAB 5.2
Testing the FactoryTalk Alarms and Events Connection
In this lab the participant will verify that Alarms and Events data can be retrieved from the FactoryTalk Alarms and Events database. The participant will test one of the query items from the previous lab. 1. Launch VantagePoint Manager. 2. In the model, navigate to System.Sources.FactoryTalk.localhost.AlarmsAndEvents.FTAE.Queries.GetSourceNameList
3. Right-click on the GetSourceNameList item instance and select Edit.
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Lab 5.2 – Testing the FactoryTalk Alarms and Events Connection
4. Click Test.
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Lab 5.2 – Testing the FactoryTalk Alarms and Events Connection 5. Launch VantagePoint Portal from the Start menu (Start > Programs > Rockwell Software > FactoryTalk VantagePoint > Portal). 6. In the navigation menu, click on Reports > FactoryTalk. 7. On the left, click FactoryTalk > AlarmReports > Most Frequent Alarms Report. The displayed report pulls in data from the FactoryTalk Alarms and Events database.
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