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FACTORYTALK VIEW SITE EDITION USER’S GUIDE
6–4
• • • • •
Finding more information about FactoryTalk services
This manual contains information about developing FactoryTalk View SE applications,
including information about how FactoryTalk View uses FactoryTalk services.
For additional, detailed information about FactoryTalk systems, services, concepts, and
components, see the FactoryTalk Help.
To open the FactoryTalk Help
Select Start > All Programs > Rockwell Software > FactoryTalk Tools >
FactoryTalk Help.
You can also open the FactoryTalk Help by clicking Help in dialog boxes used to set
up FactoryTalk components and services.
Key network distributed application concepts
This section presents some of the common terms and concepts that are used to describe
FactoryTalk View SE network distributed applications.
FactoryTalk Network Directory
The FactoryTalk Directory centralizes access to application resources components, such
as graphic displays and tags, for all FactoryTalk products participating in a control system.
For example, to access graphic displays in a network distributed application, HMI clients
use FactoryTalk Directory to find out which computers on the network are hosting the
HMI servers that provide the displays.
FactoryTalk Network Directory (also called the Network Directory) manages FactoryTalk
View SE network distributed applications. All of the computers participating in a
particular network distributed application must share a common Network Directory,
located on a network server.
For more information about FactoryTalk Network Directory, see Chapter 4, Setting up the
FactoryTalk Directory.
FactoryTalk Security
FactoryTalk View SE network distributed applications can use FactoryTalk Security
services to authenticate and authorize application users.
Do not run FactoryTalk Directory, or any other application software, on the same computer as a
Windows domain controller.
- View Site Edition 1
- Contacting Rockwell 2
- August 2014 2
- Contents 3
- • • • • • 10
- FactoryTalk Services Platform 27
- FactoryTalk View SE features 30
- FactoryTalk View 32
- About FactoryTalk View Studio 41
- Menu bar 44
- Toolbars 44
- Explorer 45
- Workspace 45
- Application tab 45
- Communications tab 46
- Diagnostics List 46
- Status bar 47
- Workbook mode 47
- Moving the Explorer window 49
- Opening and closing folders 50
- Opening component editors 50
- Naming components 54
- Browsing lists and components 56
- Supplying tag names 56
- Building expressions 57
- Selecting a printer 58
- Printing at run time 58
- Planning an application 59
- Planning the network layout 60
- Planning communications 63
- Traditional HMI tag alarms 66
- Deciding when to use HMI tags 66
- Planning how to use trends 71
- About FactoryTalk Directory 75
- Local station applications 77
- Running network applications 78
- Setting up security 83
- About the All Users account 104
- Creating group accounts 106
- Working with 123
- About FactoryTalk systems 125
- FactoryTalk Network Directory 126
- FactoryTalk Security 126
- HMI projects 127
- HMI servers 127
- HMI clients 128
- System availability 131
- Language switching 132
- Adding and deleting areas 133
- Adding an HMI server 133
- Adding a data server 135
- Running multiple HMI servers 136
- Deleting HMI servers 142
- Relative references 149
- FactoryTalk Local Directory 163
- Setting up communications 171
- Setting up general properties 175
- Deleting an OPC data server 183
- Working with tags 185
- Setting up data server tags 188
- Setting up HMI tags 188
- Logging tag values 189
- Observing tag-related limits 189
- About tag references 190
- Absolute references 190
- The home area 191
- Parts of the Tag Browser 192
- Viewing tags in folders 193
- Showing server names 193
- Finding tags in the home area 194
- Finding a tag or text string 194
- To find tags with Tag Browser 196
- Showing a tag’s properties 197
- Filtering tags 198
- Browsing for offline tags 199
- Working with HMI tags 200
- HMI tag types 201
- Data sources for HMI tags 201
- Organizing HMI tags 202
- Naming HMI tags 202
- Grouping HMI tags in folders 203
- Viewing tag statistics 203
- Parts of the Tags editor 203
- Accept and Discard buttons 204
- Form and spreadsheet 205
- Query box 205
- Folder hierarchy 205
- Importing and exporting tags 209
- Setting up HMI tag alarms 213
- HMI tag alarm features 214
- Key HMI tag alarms concepts 215
- Alarm states for digital tags 218
- Alarm severity 219
- Alarm messages 219
- Alarm log file 219
- HMI tag alarm displays 220
- Alarm acknowledgment 222
- Alarm suppression 223
- Acknowledge bit 225
- Handshake bit 225
- Setting up alarm monitoring 227
- Setting up alarm severities 228
- Setting up alarm messages 229
- Alarm log file names 242
- Suppressing alarm logging 243
- Suppressing alarm printing 244
- Inserting headings 246
- Choosing fonts 247
- Selecting buttons 248
- Choosing the data to show 249
- Setting up FactoryTalk alarms 257
- Alarms and events 262
- Alarm servers 262
- Level alarms 263
- Deviation alarms 265
- Deviation-High 266
- Constant Target 266
- Deviation-Low 266
- Alarm priority and severity 267
- Alarm class 268
- Alarm states 269
- Alarm tags 269
- Alarm status tags 270
- Viewing all tag-based alarms 283
- Specifying tag update rates 286
- Acknowledging alarms 296
- Shelve or unshelve an alarm 299
- Viewing alarm details 302
- Disabling and enabling alarms 304
- Setting up language switching 317
- Export file formats 328
- File name and format 333
- File schema 334
- Server status monitoring 345
- Disconnected operation 345
- Redundant application servers 345
- Modifying HMI tag properties 367
- About network glitches 376
- Logging system activity 379
- Destinations 380
- Message routing 380
- Message categories 381
- Setting up message routing 383
- Logging to a central database 383
- Creating graphic displays 389
- About global object displays 390
- Parts of the Graphics editor 391
- Zooming in and out 395
- Setting up a display grid 396
- Using the toolbars 396
- Selecting objects 397
- Copying objects 398
- Duplicating objects 399
- Arranging objects 401
- Flipping objects 405
- Rotating objects 406
- Grouping objects 407
- Ungrouping objects 407
- Modifying grouped objects 408
- Applying colors 409
- Changing line properties 410
- Naming graphic objects 411
- Testing graphic displays 415
- Location of library files 419
- When to use a bitmap 421
- Creating a tag placeholder 423
- Closing docked displays 442
- Printing displays at run time 442
- Creating graphic objects 443
- About global objects 444
- Drawing a rectangle or square 446
- Drawing a rounded rectangle 446
- Drawing a polyline or polygon 447
- Drawing an ellipse or circle 447
- Drawing an arc or wedge 448
- Creating text objects 449
- Creating a panel 450
- Specifying tag names 451
- Creating button push buttons 454
- Creating latched push buttons 458
- Creating ramp push buttons 460
- Creating symbols 471
- Creating list indicators 471
- Using gauges to show limits 471
- Creating gauges 473
- Creating bar graphs 473
- Creating scales 473
- Creating arrows 476
- Creating tag labels 477
- Setting up local messages 478
- Creating a recipe object 480
- Using keys to scroll the list 484
- Setting the Value tag 485
- Creating global objects 491
- Creating reference objects 492
- LinkAnimation 494
- LinkConnections 495
- LinkSize 495
- LinkToolTipText 495
- LinkBaseObject 496
- Working with OLE objects 497
- Creating OLE objects 497
- Converting OLE objects 497
- Working with ActiveX objects 498
- Attributes of ActiveX objects 498
- Creating ActiveX objects 499
- Working with Symbol Factory 500
- To open Symbol Factory: 500
- To select a graphic: 501
- Manipulating the graphic: 501
- Creating signature buttons 503
- Animating graphic objects 505
- Linking animation to actions 507
- Defining the range of motion 508
- Testing animation 510
- Showing and hiding objects 512
- Changing an object’s color 512
- Setting up touch zones 518
- Creating a horizontal slider 518
- Creating a vertical slider 518
- Animating OLE verbs 519
- How tab index numbers work 520
- Creating a tab sequence 521
- Changing index numbers 522
- Setting up object keys 522
- Setting up display keys 524
- Animating ActiveX objects 527
- Setting up navigation 533
- Reducing display call-up time 538
- Precedence and the F1 key 539
- Keyboard shortcuts 540
- About navigation buttons 542
- How navigation buttons work 543
- Creating a navigation button 543
- Creating expressions 547
- Expression components 549
- Formatting expressions 550
- Arithmetic operators 552
- Relational operators 553
- Logical operators 553
- Bitwise operators 554
- Evaluation order of operators 555
- Math functions 557
- File functions 558
- Time functions 559
- Tag functions 561
- Security functions 563
- Language function 564
- FactoryTalk alarm functions 564
- Nested if-then-else 566
- Creating embedded variables 569
- Inserting embedded variables 570
- Numeric embedded variables 577
- String embedded variables 577
- Setting up data logging 579
- Data log storage formats 580
- Creating data log models 583
- Specifying the storage format 584
- Setting up log paths 585
- Specifying when to log data 586
- Setting up switching options 589
- Logging on demand 591
- Combining logging 592
- (32-bit operating systems) 593
- (64-bit operating systems) 593
- Ways to start data logging 594
- Ways to stop data logging 595
- Setting up trends 597
- Creating trend objects 598
- Setting up trend properties 600
- Testing a trend 601
- The parts of a trend 601
- Chart title 602
- X-axis legend 603
- Y-axis legend 603
- Pen icons 605
- Pen markers 605
- Value Bar 606
- Trend chart styles 606
- The Standard chart style 607
- The XY Plot chart style 607
- Isolated graphing 608
- Showing a line legend 612
- Using shading to compare pens 612
- Using trend templates 617
- Saving pen attribute data 617
- Loading trend templates 618
- Selecting pens at run time 621
- Zooming the trend chart 625
- Panning the trend chart 625
- Using the arrow keys 626
- Printing the trend chart 626
- Using overlays at run time 626
- Fixing run-time errors 627
- Adding logic and control 629
- How to use derived tags 631
- Parts of the Events editor 635
- Creating an events component 637
- Creating and using macros 640
- Macro syntax 640
- Nesting macros 643
- Running macros 643
- Creating client keys 644
- Running client key components 645
- FactoryTalk View commands 647
- Where commands run 649
- Important guidelines 654
- Running and building commands 654
- HMI tags 657
- Syntax for DDE addresses 659
- Scanning for new tag values 659
- C • Placeholder 661
- Summary of basic steps 662
- About procedures 662
- How VBA code runs 663
- FactoryTalk View SE Client 664
- Viewing the objects 667
- Finding information about VBA 668
- About XML 669
- Modifying exported XML files 670
- Saving XML files in Notepad 670
- Testing XML files 670
- Importing XML files 671
- Error log file 671
- See On Active macro 675
- See FactoryTalk Diagnostics 675
- See ActiveX objects 675
- See trends 676
- See language switching 677
- See system availability 677
- See also global objects 677
- See HMI tag alarms, deadband 677
- See DDE communications 678
- See animation 678
- See graphic displays 679
- See Graphics editor 679
- See network applications 679
- See also activation 680
- See also Diagnostics List 681
- See Diagnostics Viewer 681
- See HMI servers 682
- See also system availability 685
- See also advanced objects 688
- See also key list 688
- See also special keys 688
- See data logging, paths 689
- See also global objects 691
- See shortcut keys 691
- See FactoryTalk Security 691
- See security codes 692
- See also FactoryTalk Security 692
- See local applications 693
- See On standby macro 693
- See HMI tags 694
- See VBA IDE 696
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