RSBizWare Administration Guide - Rockwell Automation...Microsoft, SQL Server, Windows, Windows...

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ADMINISTRATION GUIDE Rockwell Automation Publication BZWARE-IN001N-EN-P-August 2017 Supersedes Publication BZWARE-IN001M-EN-P-June 2014

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  • ADMINISTRATION GUIDE

    Rockwell Automation Publication BZWARE-IN001N-EN-P-August 2017

    Supersedes Publication BZWARE-IN001M-EN-P-June 2014

  • 2 Rockwell Automation Publication BZWARE-IN001N-EN-P-August 2017

    Preface

    © 2017 Rockwell Automation, Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.

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

    The third-party licenses are available in the Third-party Licenses folder on your hard drive.

    FactoryTalk, FactoryTalk Activation, FactoryTalk Activation Manager, FactoryTalk Administration Console, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Metrics, FactoryTalk Transaction Manager, Report Expert, RSBizWare, Rockwell, Rockwell Automation, Rockwell Software, RSLinx Classic, and RSLinx Enterprise are trademarks of Rockwell Automation, Inc. Any Rockwell Automation software or hardware not mentioned here is also a trademark, registered or otherwise, of Rockwell Automation, Inc.

    Microsoft, SQL Server, Windows, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2, Windows Server 2008, Windows 10, Windows 8.1, and Windows 7 are either registered trademarks or trademarks of Microsoft Corporation in the United States and other countries. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and other countries.

    This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users. This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at any time without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

    Rockwell Automation maintains current product environmental information on its website at http://www.rockwellautomation.com/rockwellautomation/about-us/sustainability-ethics/product-environmental-compliance.page.

    Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/

    Copyright notice

    End User License Agreement (EULA)

    Other licenses

    Trademark notices

    Other trademarks

    Warranty

    Environmental compliance

    Contact Rockwell

  • Rockwell Automation Publication BZWARE-IN001N-EN-P-August 2017 3

    Table of Contents

    Chapter 1 Intended audience ....................................................................................... 11 The RSBizWare architecture .................................................................... 12

    FactoryTalk Administration Console ............................................... 14 Service Console ....................................................................................... 15 Security Services Manager .................................................................... 15 RSBizWare databases (SQL Server or Oracle) ............................... 15 Information Services Manager ............................................................ 16 Report Schedule Manager .................................................................... 16 Configuration Console ......................................................................... 16 Web-based client .................................................................................... 16 FactoryTalk Transaction Manager Configuration Server ........... 17 FactoryTalk Transaction Manager .................................................... 17 Metrics Server Manager ........................................................................ 17

    Where can I go for help? ............................................................................ 18

    Chapter 2 Hardware and software requirements .................................................... 19 Run RSBizWare in a distributed environment .................................... 19 RSBizWare product dependencies .......................................................... 19

    Chapter 3 Clean installation: supported installation scenarios ........................... 22

    Information for users of SQL Server 2014 ...................................... 23 Installation and configuration checklist ........................................... 24 Step 1: Install Internet Information Services (IIS) ........................ 26 Step 2: Install SQL Server 2012 Service Pack 1 .............................. 32

    Verify the configuration of SQL Server....................................... 39 Step 3: Install FactoryTalk Services ................................................... 42 Step 4: Configure FactoryTalk Activation ...................................... 47 Step 5: Create an RSBizWare SQL Server database ...................... 48 Step 6: Create an RSBizWare SQL Server database user ............. 49 Step 7: Install SQL Server 2012 Native Client ............................... 53 Step 8: Configure the ODBC data source ....................................... 54

    Repair the connection to SQL Server .......................................... 59

    Welcome to RSBizWare

    RSBizWare prerequisites

    Install RSBizWare

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    Step 9: Verify if the local computer is added to the FactoryTalk Administration Console ....................................................................... 61 Step 10: Configure FactoryTalk groups and users ......................... 62

    Configure Windows-linked FactoryTalk users ......................... 62 Configure FactoryTalk users ......................................................... 66

    Step 11: Install RSBizWare ................................................................. 68 Step 12: Register the Security Services Manager............................. 70 Step 13: Register the Information Services Manager..................... 71 Step 14: Associate Metrics Server Manager with Information Services Manager .................................................................................... 75

    Configure user-defined summarization fields (flex-fields) ..... 78 Step 15: Assign activations to RSBizWare servers ......................... 81 Step 16: Assign client activations to users ........................................ 83 Step 17: Assign application privileges to users ................................ 84

    FactoryTalk Historian and FactoryTalk Metrics privileges ... 86 Step 18: Register FactoryTalk Transaction Manager .................... 87 Step 19: Define FactoryTalk Transaction Manager configurations ......................................................................................... 89 Step 20: Register FactoryTalk Transaction Manager configurations ......................................................................................... 93 Step 21: Configure SQL Server Reporting Services (SSRS) ........ 97 Step 22: Verify the SSRS configuration ......................................... 100 Step 23: Install and configure Report Expert ............................... 102 Step 24: Configure the FTMetricsEditors group ........................ 105 Step 25: Verify the Report Expert installation ............................. 106 Congratulations! ................................................................................. 107

    Remove RSBizWare................................................................................. 108

    Chapter 4 Migration: supported migration scenarios ......................................... 109

    Migration checklist ............................................................................. 112 Step 1: Back up your FactoryTalk Transaction Manager configuration ........................................................................................ 115 Step 2: Back up your RSBizWare SQL Server database ............. 118 Step 3: Keep your database users for reference ............................. 121

    Migrate RSBizWare

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    Step 4: Keep your ODBC data source configuration for reference 123 Step 5: Keep your FactoryTalk Administration Console configuration for reference ............................................................... 124 Step 6: Install Internet Information Services (IIS) ..................... 125 Step 7: Install SQL Server 2012 Service Pack 1 ........................... 132 Step 8: Install FactoryTalk Services ................................................ 138 Step 9: Configure FactoryTalk Activation ................................... 143 Step 10: Restore your RSBizWare SQL Server database ........... 144 Step 11: Recreate your RSBizWare SQL Server database user . 147 Step 12: Install SQL Server 2012 Native Client.......................... 151 Step 13: Recreate the ODBC data source ..................................... 152

    Repair the connection to SQL Server ....................................... 156 Step 14: Verify if the local computer is added to the FactoryTalk Administration Console .................................................................... 158 Step 15: Recreate your applications ................................................ 159 Step 16: Add a local Administrator account as a Windows-linked user 160 Step 17: Recreate your users ............................................................. 164 Step 18: Install RSBizWare .............................................................. 167 Step 19: Register the Security Services Manager.......................... 168 Step 20: Register the Information Services Manager.................. 169 Step 21: Associate Metrics Server Manager with Information Services Manager ................................................................................. 173 Step 22: Assign activations to RSBizWare servers ...................... 174 Step 23: Assign client activations to users ..................................... 177 Step 25: Restore your FactoryTalk Transaction Manager configuration ........................................................................................ 178 Step 24: Assign application privileges to users ............................. 180

    FactoryTalk Historian and FactoryTalk Metrics privileges 182 Step 26: Register the configuration in the RSBizWare SQL Server database ..................................................................................... 183 Step 27: Update your FactoryTalk Transaction Manager configuration ........................................................................................ 184 Step 28: Register FactoryTalk Transaction Manager ................. 188 Step 29: Register the configuration in the Service Console ...... 189

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    Step 30: Configure SQL Server Reporting Services (SSRS) ..... 192 Step 31: Verify the SSRS configuration ......................................... 195 Step 32: Install and configure Report Expert ............................... 197 Step 33: Configure the FTMetricsEditors group ........................ 201 Step 34: Verify the Report Expert installation ............................. 202 Step 35: Start your FactoryTalk Transaction Manager configuration ........................................................................................ 203 Congratulations! ................................................................................. 205

    Chapter 5 Configure your SQL Server Data Tools (SSDT) to work with Report Expert custom reports ............................................................... 207 Configure Internet Explorer trusted sites........................................... 208 Install RSBizWare sample data ............................................................. 209

    Chapter 6 Prepare for the upgrade ........................................................................... 212 Upgrade FactoryTalk Services Platform ............................................. 213 Upgrade the RSBizWare suite ............................................................... 214

    Chapter 7 Start and stop RSBizWare servers ........................................................ 215 Manage Information Services Manager scheduled items ................ 216 Manage Information Services Manager external data sources ....... 216 Handle temporary database connection loss in the Information Services Manager ...................................................................................... 218 The Metrics Server Manager settings file ............................................ 220

    Chapter 8 Software activation options ................................................................... 226

    Server activations for FactoryTalk Metrics ................................... 227 Server activations for FactoryTalk Historian Classic ................. 227 Client activations for FactoryTalk Metrics .................................. 228 Client activations for FactoryTalk Historian Classic ................ 230 Example: FactoryTalk Metrics activation ..................................... 231 Example: FactoryTalk Historian Classic activation ................... 233 FactoryTalk Historian for Batch activation options .................. 234

    Post-installation tasks

    Upgrade RSBizWare on Microsoft Windows Server 2008 R2 SP1

    Administer RSBizWare servers

    Controll access to your RSBizWare system

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    Manage FactoryTalk user groups and users........................................ 235 Configure FactoryTalk user groups ................................................ 235 Configure Windows-linked user groups ....................................... 237 Update the Service Console with users and groups changes ..... 239

    Chapter 9 Assign application privileges to groups .......................................... 241 Assign object permissions to users and groups ............................. 242

    Configure default object permissions ....................................... 242 Configure custom object permissions ....................................... 246

    Chapter 10 Types of control connectors for the data collection ......................... 247 Types of enterprise connectors for the data collection .................... 248 Unregister FactoryTalk Transaction Manager configurations ..... 249 Start and stop FactoryTalk Transaction Manager configurations 252 Troubleshoot ............................................................................................. 253

    Chapter 11 Types of diagnostic messages ................................................................. 255 Ways of logging diagnostic messages .................................................... 256 Configure server log files......................................................................... 256 View diagnostic logs ................................................................................. 259

    Appendix A Remote connection to an RSBizWare server ..................................... 261 Register the Excel Add-in ....................................................................... 262

    Appendix B Maintain frequently used RSBizWare tables and indexes .............. 265 Use Oracle with RSBizWare ................................................................. 266

    Recommended database settings ..................................................... 267 Create tablespaces .......................................................................... 267 Configure the database user ........................................................ 267 Create a Net Configuration connection .................................. 268 Configure the Oracle ODBC data source ............................... 269

    Tune the Oracle database for FactoryTalk Historian Classic .. 269

    Manage user access

    Configure data collection

    Report diagnostic messages

    Advanced topics

    Database tips

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    Improve the performance of your RSBizWare Oracle database 270 Prepare to run the Oracle database ............................................ 271

    Appendix C Benefits of using the data compression ............................................... 273 How the data compression works ........................................................ 274 Compression ratio .................................................................................... 275 View compressed data ............................................................................. 276

    Prepare the SQL Server uncompress view ..................................... 276 Query the SQL Server uncompress view ....................................... 277

    Data compression considerations ......................................................... 278

    Appendix D Set the real-time clock in a ControlLogix processor using FactoryTalk Transaction Manager ...................................................... 282

    In the processor ................................................................................... 283 In the database ..................................................................................... 283 In FactoryTalk Transaction Manager ............................................ 285

    Send date/time information from a ControlLogix processor to a database ....................................................................................................... 285

    In RSLogix 5000.................................................................................. 285 In FactoryTalk Transaction Manager ............................................ 286

    Special considerations for a distributed Microsoft COM+ application .................................................................................................. 287 Enable network COM+ access for COM+ connectors in FactoryTalk Transaction Manager ...................................................... 288 Configure the Oracle 10g Instant Client for FactoryTalk Transaction Manager .............................................................................. 288 Configure FactoryTalk Transaction Manager Connectivity to SQL Server using Windows authentication ................................................ 289

    Configure the SQL Server authentication .................................... 289 Configure the Windows-only authentication .............................. 290 Configure FactoryTalk Transaction Manager for connections with SQL Server .................................................................................. 291

    Data types supported by SQL Server ................................................... 293

    Data compression

    Application notes for FactoryTalk Transaction Manager

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    Behaviors when setting substitution options for FactoryTalk data points ........................................................................................................... 293 Resolve IP address to host name issues ................................................ 294 Remove a Configuration Server computer from FactoryTalk Transaction Manager .............................................................................. 295 Start and stop FactoryTalk Transaction Manager services manually 296 Considerations for distributed configurations .................................. 297 Considerations for copying and pasting FactoryTalk data points 298 Windows Event Viewer tips .................................................................. 300 Run RSLinx Classic as a service ............................................................. 301 Data block support ................................................................................... 301

    Send data blocks from FactoryTalk Transaction Manager to a stored procedure .................................................................................. 302 Send data blocks from multiple rows in a table using Integer data 303 Send data blocks from one row in a table using Integer data .... 305

    Sybase values .............................................................................................. 307 Int64 Signed/Unsigned in the Expression Editor ............................ 307 Int64 Signed/Unsigned as an output parameter in a stored procedure .................................................................................................... 308 Substitute values for a data point .......................................................... 308 Verify BigInt data types after FactoryTalk Transaction Manager update .......................................................................................................... 308 Restore default dialog box sizes ............................................................. 309 Miscellaneous ............................................................................................ 309

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  • Rockwell Automation Publication BZWARE-IN001N-EN-P-August 2017 11

    Chapter 1

    Welcome to RSBizWare

    RSBizWare is a suite of tools and services aimed at increasing your manufacturing floor effectiveness and profitability with solutions that target scheduling, performance analysis and improvement, and data acquisition and integration.

    With the RSBizWare suite of tools you can:

    • Improve gross margins and net profit without adding capacity or increasing your order volume.

    • Gain a higher return on your investments in enterprise resource planning, customer relationship management, supply chain management, and shop-floor automation.

    • Predict delivery dates accurately.

    • See the impact of change so you can respond proactively.

    This document is designed to help you understand the components that make up the RSBizWare suite of products. It also describes the steps required to install and configure the RSBizWare software properly and the options you have when deploying the RSBizWare software in your enterprise.

    This document is intended for the following types of users of the RSBizWare software:

    • Database / network administrators

    Create and maintain system databases and network resources, including logon accounts.

    They should be familiar with:

    Intended audience

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    • Microsoft Windows operating systems.

    • User accounts and security in the enterprise.

    • Microsoft SQL Server or Oracle Enterprise Manager.

    • Open Database Connectivity (ODBC).

    • RSBizWare administrators

    Install and configure the RSBizWare system so that it is ready for use for the end users.

    They should be familiar with:

    • Microsoft Windows operating systems.

    • User accounts and security in the RSBizWare system.

    • Open Database Connectivity (ODBC).

    • Control system architecture, plant model (physical layout), and data model.

    • If connecting to external databases, the RSBizWare administrators should be also familiar with the location and structure (schema) of those databases.

    The RSBizWare architecture is highly scalable. You can install the entire system on a single computer, or you can distribute services across several computers on a network. For example, you may choose to install the administrative and data collection services on a server-class computer in a secured room, while the client software is installed on several computers throughout your enterprise.

    The RSBizWare architecture has been optimized for performance and ease of administration. This leads to a system in which each functional application (e.g., FactoryTalk Metrics) is not always contained in a single software component. In many cases, a functional application may reside in several of the software components that make up the RSBizWare architecture.

    The RSBizWare architecture

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    To understand this relationship, you need to understand the RSBizWare software architecture as shown in the following diagrams.

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    The FactoryTalk Administration Console is a stand-alone tool that allows you to configure and manage FactoryTalk-enabled applications. You must install at least one instance of the FactoryTalk Administration Console. You will use the FactoryTalk Administration Console to:

    • Create and configure application, area, and data server elements in the FactoryTalk Directory.

    • Set up redundancy for OPC data servers.

    • Configure client computers to recognize the location of a FactoryTalk Directory server.

    • Configure options for routing and logging system-wide diagnostic messages.

    FactoryTalk Administration Console

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    • View system-wide diagnostic messages.

    • Create and configure system groups and users.

    The Service Console is the center of the RSBizWare architecture. The Service Console is a Microsoft Management Console (MMC) snap-in that provides administrative functions for RSBizWare services. The Service Console is capable of accessing and controlling RSBizWare services that are running on computers across a TCP/IP network or on the local computer. It supports the tasks of server administration, activation and privilege assignment, and any custom functionality specific to the RSBizWare service that is being managed.

    NOTE The Service Console requests access to the Windows Service Control Manager with the SERVICE_ALL_ACCESS Access Right. Because of this the Windows user who logs into the Service Console is required to be a Windows administrator.

    The Security Services Manager is the primary Windows service with which the Service Console interacts when performing its administration functions. RSBizWare application servers, such as the Information Services Manager, are registered with the Security Services Manager as part of the initial configuration process. There is generally a single Security Services Manager running in an enterprise.

    The FactoryTalk Historian Classic and FactoryTalk Metrics applications require a single database for permanent storage. Although they share the same database, each application uses unique tables to support its core functions.

    The RSBizWare database can be:

    • A Microsoft SQL Server database.

    Service Console

    Security Services Manager

    RSBizWare databases (SQL Server or Oracle)

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    If you plan to use a Microsoft SQL Server database, SQL Server 2008 R2 and any required service packs can be installed from the DVD included with the software.

    • An Oracle database.

    If you plan to use an Oracle database, the Oracle database software must be installed on a computer that is accessible to the computers that will host the RSBizWare applications.

    The Information Services Manager is a Windows service that provides all FactoryTalk Historian Classic and Metrics Server Manager functionality, including FactoryTalk Historian Classic time-series data configuration and storage, and FactoryTalk Metrics performance parameter data configuration and storage.

    The Report Schedule Manager is a user application that runs, minimized, in the system tray. The Report Schedule Manager controls the execution of reports that have been scheduled by a Configuration Console and logs diagnostic results. Typically, the Report Schedule Manager is on the computer where the Information Services Manager is installed.

    The Configuration Console provides FactoryTalk Historian Classic and FactoryTalk Metrics client functionality, including the ability to configure the plant model, shift patterns, FactoryTalk Historian Classic time-series data collection, and FactoryTalk Metrics performance parameters, and to create and/or view RSBizWare reports. The Configuration Console also provides FactoryTalk Historian for Batch add-on functionality.

    Web-based clients such as Microsoft Internet Explorer provide the ability to connect to the Information Services Manager and view RSBizWare reports without having the RSBizWare software installed on the client computer; instead, the Information Services

    Information Services Manager

    Report Schedule Manager

    Configuration Console

    Web-based client

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    Manager hosts a special Web page, the Quick Web Home Page, to give users view-only access to RSBizWare reports stored on the server.

    The FactoryTalk Transaction Manager Configuration Server is a Windows service that runs continuously to provide a single interface to the configuration files (.dat files) that make up FactoryTalk Transaction Manager. The Configuration Server simplifies access to configuration files by filtering all changes to the files and interfacing with other FactoryTalk Transaction Manager services. A collection of all changes that affect a configuration can be recorded in an audit trail.

    FactoryTalk Transaction Manager is an industrial transaction manager that provides a bidirectional link from control systems to enterprise databases. In the RSBizWare suite, FactoryTalk Transaction Manager Lite is an embedded component that is used by FactoryTalk Historian Classic and FactoryTalk Metrics as the underlying data acquisition engine.

    The Metrics Server Manager—also referred to as the FactoryTalk Metrics Enterprise Connection—is a Windows service that resides between FactoryTalk Transaction Manager and the RSBizWare database in order to provide an optimized engine for FactoryTalk Metrics calculations. All FactoryTalk Transaction Manager transactions that are created for FactoryTalk Metrics data collection send data to the Metrics Server Manager, not directly to the database.

    The Metrics Server Manager performs the following functions:

    • Manages all timers, counters, and formulas defined in the FactoryTalk Metrics application.

    • Summarizes raw control system data.

    FactoryTalk Transaction Manager Configuration Server

    FactoryTalk Transaction Manager

    Metrics Server Manager

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    • Creates FactoryTalk Metrics Workcell History records in the RSBizWare database.

    • Creates FactoryTalk Metrics Event History records in the RSBizWare database.

    Consult the following resources for additional information about the product:

    • Release notes

    The release notes contain current information about the product, including hardware and software requirements, new features, known and fixed anomalies.

    • User guides

    The product user guides will help you understand how to use the RSBizWare products.

    • Online help

    The online help provides general information and step-by-step procedures for working with the product.

    • Rockwell Automation Support Center

    The support center provides a variety of services, such as trainings, webinars, and online support that will improve your experience using the RSBizWare suite.

    Where can I go for help?

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    Chapter 2

    RSBizWare prerequisites

    In this chapter you will learn about the following:

    • Hardware and software requirements 19

    • Run RSBizWare in a distributed environment 19

    • RSBizWare product dependencies 19

    For up-to-date information on hardware and software requirements of the RSBizWare suite, refer to the RSBizWare Release Notes, available on the RSBizWare installation DVD.

    If you plan to run RSBizWare clients outside your company network, you may need to open a port on your corporate firewall so that external RSBizWare clients can connect to an RSBizWare server. For information on opening a port on your corporate firewall, see "Remote connection to the RSBizWare server (page 261)".

    Software media from Rockwell Automation bear a Coordinated Product Release (CPR) code (i.e., CPR#) to identify compatibility with other Rockwell Automation applications. The FactoryTalk Services Platform and all of the FactoryTalk-enabled software products participating in the same automation system must be part of the same CPR. When running multiple software applications from Rockwell Automation, you are advised to confirm the compatibility of the versions before proceeding with installation.

    Hardware and software requirements

    Run RSBizWare in a distributed environment

    RSBizWare product dependencies

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    The following RSBizWare products are dependent on the FactoryTalk Services Platform:

    • FactoryTalk Historian Classic

    • FactoryTalk Metrics

    The following RSBizWare products depend on the RSBizWare Platform features:

    • FactoryTalk Historian Classic

    • FactoryTalk Metrics

    • FactoryTalk Historian for Batch

    • FactoryTalk Web Services (FTWS)

    • FactoryTalk Transaction Manager Datapoint Migration Tool

    The following RSBizWare products are dependent on FactoryTalk Transaction Manager:

    • FactoryTalk Historian Classic

    • FactoryTalk Metrics

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    Chapter 3

    Install RSBizWare

    In this chapter you will learn how to perform a clean installation and then configure the RSBizWare software on your computer.

    The RSBizWare suite consists of the following components:

    • FactoryTalk Historian Classic

    • FactoryTalk Metrics

    • FactoryTalk Transaction Manager

    The installation can be performed on:

    • Microsoft Windows Server 2012

    • Microsoft SQL Server 2012 Service Pack 1

    You should avoid running the RSBizWare installation from a network DVD image. During the installation, the computer will reboot and the installation may resume before the remote network drives are mounted, which will result in an installation error. If you have an image of the RSBizWare installation DVD on a remote network drive, it is recommended that you first copy the installation directories from the DVD to a temporary location on your computer’s hard drive and run the installation from the hard drive. You can delete the temporary copy of the DVD image from the hard drive after the installation is complete.

    If you encounter problems during RSBizWare installation and you need to call support, make sure that you have access to the log file created during installation. This file is named RSBizWareX_YY_ZZ.log, where X corresponds to the major version number, YY to the minor version number, and ZZ to the

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    patch number. It is usually located in the \Documents and Settings\username\Local Settings\Temp folder, where username is the name of the installing user. However, this location can vary depending on the value of the %TEMP% environment variable. This file contains information that can help the support identify the cause of your installation problem.

    To perform a clean installation of RSBizWare and Report Expert, choose either of the following scenarios:

    All-in-one installation

    Clean installation: supported installation scenarios

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    Installation on two computers

    If you intend to create custom reports for Report Expert, a part of the RSBizWare suite, be aware that this version of SQL Server does not include SQL Server Data Tools (SSDT) that are required to create the custom reports.

    This document describes installation steps for SQL Server 2012. You may follow the steps for installing SQL Server 2014 with one exception: you will need to install SSDT separately and configure them to work with Report Expert.

    To use the custom reports functionality of Report Expert with SQL Server 2014:

    1. Install a version of SSDT of your choice. The installation steps are not covered in this document.

    For details, see the SSDT documentation.

    2. Configure your version of SSDT to work with Report Expert.

    Information for users of SQL Server 2014

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    For details, see "Configure your SQL Server Data Tools (SSDT) to work with Report Expert custom reports (page 207)".

    In order to successfully install and configure your RSBizWare and Report Expert software, follow the steps in the order presented below.

    Configuring SQL Server

    Step 1: Install Internet Information Services (IIS) (page 26)

    Step 2: Install (page 32) or verify the configuration of Microsoft SQL Server 2012 Service Pack 1 (page 39)

    Setting up your FactoryTalk environment

    Step 3: Install FactoryTalk Services (page 42)

    Step 4: Configure FactoryTalk Activation (page 47, page 143)

    Setting up your RSBizWare SQL Server environment

    Step 5: Create an RSBizWare SQL Server database (page 48)

    Step 6: Create an RSBizWare SQL Server database user (page 49)

    Step 7: Install SQL Server 2012 Native Client (page 53)

    Step 8: Configure the ODBC data source (page 54)

    Configuring FactoryTalk Administration Console

    Step 9: Verify if the local computer is added to the FactoryTalk Administration Console (page 61)

    Step 10: Configure FactoryTalk groups and users (page 62)

    Installation and configuration checklist

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    Installing RSBizWare

    Step 11: Install RSBizWare (page 68)

    Configuring RSBizWare servers

    Step 12: Register the Security Services Manager (page 70)

    Step 13: Register the Information Services Manager (page 71)

    Step 14: Associate Metrics Server Manager with Information Services Manager (page 75)

    Configuring security for RSBizWare

    Step 15: Assign activations to RSBizWare servers (page 81)

    Step 16: Assign client activations to users (page 83)

    Step 17: Assign application privileges to users (page 84)

    Configuring data collection

    Step 18: Register FactoryTalk Transaction Manager (page 87)

    Step 19: Define FactoryTalk Transaction Manager configurations (page 89)

    Step 20: Register FactoryTalk Transaction Manager configurations (page 93)

    Installing and configuring Report Expert

    Step 21: Configure SQL Server Reporting Services (SSRS) (page 97)

    Step 22: Verify the SSRS configuration (page 100)

    Step 23: Install and configure Report Expert (page 102)

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    Step 24: Configure the FTMetricsEditors group (page 105)

    Step 25: Verify the Report Expert installation (page 106)

    TIP • Internet Information Services (IIS) are required by Report Expert. • If you have chosen the installation on two computers, perform the

    following steps on the Database server computer.

    To install Internet Information Services (IIS):

    1. On the Start screen, click Server Manager. The Server Manager window appears.

    2. Under Configure this local server, click Add roles and features.

    The Add Roles and Features Wizard appears.

    3. Click Next.

    The Select installation type page appears.

    4. Click Role-based or feature-based installation. 5. Click Next.

    The Select destination server page appears.

    6. Click Select a server from the server pool. 7. Under Server Pool, select the local server computer (i.e., the

    computer on which you are performing these steps).

    8. Click Next.

    Step 1: Install Internet Information Services (IIS)

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    The Select server roles page appears.

    9. Click Web Server (IIS). The Add Roles and Features Wizard dialog box appears.

    10. Click Add Features. 11. Click Next.

    The Select features page appears.

    12. Select the following features:

    Feature group Individual features .NET Framework 3.5 Features • .NET Framework 3.5 (Includes .NET 2.0 and 3.0) .NET Framework 4.5 Features • .NET Framework 4.5

    • ASP.NET 4.5 • WCF Services • HTTP Activation

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    The Add Roles and Features Wizard dialog box appears.

    13. Click Add Features. 14. Click Next.

    The Web Server Role (IIS) page appears.

    15. Click Next. The Select role services page appears.

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    16. Select the following role services:

    Role group Services Web Server • Common HTTP Features

    • Default Document • Directory Browsing • HTTP Errors • Static Content • Security • Request Filtering • Windows Authentication • Application Development • .NET Extensibility 4.5 • ASP.NET 4.5 • ISAPI Extensions • ISAPI Filters

    Management Tools • IIS Management Console • IIS 6 Management Compatibility • IIS 6 Metabase Compatibility

    If a dialog box appears listing additional features required, click Add Features.

    17. Click Next. The Confirm installation selections page appears.

    18. Review the list of the features that will be installed.

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    19. Select the Restart the destination server automatically if

    required option.

    The Add Roles and Features Wizard dialog box appears.

    20. Click Yes to confirm selecting the option.

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    21. Click Install.

    The features that you have selected are being installed to your server.

    22. Once the installation is complete, click Close. 23. Open your web browser, and type http://localhost.

    The IIS 8.0 logo displayed in the window of the web browser confirms that the installation has been successful.

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    TIPS • If you have chosen the installation on two computers, perform the following steps on the Database server computer.

    • It is recommended that you create a Windows user account or a Windows Domain user account on the computer on which you are installing SQL Server. You will use this account to install and configure SQL Server. For details, refer to the Microsoft Windows user documentation.

    • If you already have an SQL Server installed, check (page 39) if its configuration meets the configuration requirements of RSBizWare.

    The FactoryTalk Historian Classic and FactoryTalk Metrics require a single database for permanent storage. Although the applications share the same database, each of them uses unique tables to support its core functions. The database is referred to as the RSBizWare database. It can be either a Microsoft SQL Server database or an Oracle database.

    If you plan to use Microsoft SQL Server, follow the steps presented in these sections.

    If you plan to use Oracle, see "Using Oracle with RSBizWare (page 266)".

    To install SQL Server:

    1. Run the SQL Server 2012 Service Pack 1 installation media. The SQL Server Installation Center wizard appears.

    2. Click Installation, and then click New SQL Server stand-alone installation or add features to an existing installation.

    Step 2: Install SQL Server 2012 Service Pack 1

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    The Setup Support Rules page appears.

    3. Click OK. The Product Key page appears.

    The product key is already provided on the page.

    4. Leave the default settings, and then click Next. The License Terms page appears.

    5. Read the license terms, click I accept the license terms, and then click Next.

    The Product Updates page appears.

    6. Leave the default settings, and then click Next.

    The SQL Server setup files are installed.

    The Setup Support Rules page appears.

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    7. Click Next.

    The Setup Role page appears.

    8. Click SQL Server Feature Installation, and then click Next.

    The Feature Selection page appears.

    9. Select the following features:

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    NOTE If you intend to use SQL Server 2014 with RSBizWare, you won't see the SQL Server Data Tools (SDT) option, because SSDT are not available as a part of the SQL Server 2014 installation steps. To use SSDT, install your preferred SSDT version first (for details, refer to the SSDT documentation), and then configure your SSDT to work with RSBizWare. For details, see Configure your SQL Server Data Tools (SSDT) to work with Report Expert custom reports (page 207).

    10. Click Next. The Installation Rules page appears.

    11. Click Next. The Instance Configuration page appears.

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    12. Leave the default settings, and then click Next.

    The Disk Space Requirements page appears.

    13. Click Next.

    The Server Configuration page appears.

    14. On the Service Accounts tab, define accounts for each SQL Server service.

    15. Click the Collation tab, and then click Customize.

    The Customize the SQL Server 2012 Database Engine Collation dialog box appears.

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    16. Click SQL collation, used for backwards compatibility. 17. In the list, select SQL_Latin1_General_CP1_CI_AS.

    18. Click OK, and then click Next.

    The Database Engine Configuration page appears.

    19. Select Mixed Mode... as the authentication method.

    20. Under Mixed Mode..., type the password for the SQL Server

    System Administrator account (sa).

    IMPORTANT Make sure that you do not lose or forget the password for the sa account. You will need to provide this password when you will be configuring the SQL Server Reporting Services (SSRS).

    21. Under Specify SQL Server administrators, add at least one user as the SQL Server administrator.

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    22. Click Next.

    The Reporting Services Configuration appears.

    23. Click Next.

    The Error Reporting page appears.

    24. Click Next. The Installation Configuration Rules page appears.

    25. Click Next. The Ready to Install page appears.

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    26. Click Install. The Installation Progress page appears.

    SQL Server 2012 is being installed.

    27. Once your SQL server is installed successfully, close the SQL Server Installation Center wizard.

    TIPS • If you have chosen the installation on two computers, perform the following steps on the Database server computer.

    • If you already have an SQL Server installed, use the following steps to adjust its configuration to the requirements of the RSBizWare suite.

    To verify the configuration of your SQL Server:

    1. On the Start screen, type any part of the name SQL Server Installation Center (64-bit), and then click its shortcut.

    The SQL Server Installation Center wizard appears.

    2. Click Installation, and then click New SQL Server stand-alone installation or add features to an existing installation.

    The Setup Support Rules page appears.

    3. Click OK. The Product Updates page appears.

    Verify the configuration of SQL Server

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    4. Leave the default settings, and then click Next.

    The SQL Server setup files are installed.

    The Setup Support Rules page appears.

    5. Click Next.

    The Installation Type page appears.

    6. Click Add features to an existing instance of SQL Server 2012.

    7. In the list, select the SQL Server 2012 instance that you will use with RSBizWare.

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    Click Next.

    The Feature Selection page appears.

    8. Make sure that your SQL Server configuration contains the following features:

    9. Do either of the following:

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    • If your configuration contains all the features listed above, click Cancel, and then quit the SQL Server setup.

    • If your configuration misses any features listed above:

    1. Add the features. 2. Continue with step 10 in "Step 2: Install SQL Server

    2012 Service Pack 1 (page 32)", and finish the configuration of your SQL Server.

    When you select this option, the following components will be installed:

    • FactoryTalk Services Platform with FactoryTalk Directory

    FactoryTalk Services Platform is an underlying architecture and a set of common services (such as diagnostic messages, health monitoring services, access to real-time data, and shared plant resources such as tags and graphic displays) that Rockwell Automation products build upon. It is a prerequisite for all FactoryTalk-enabled software products.

    • FactoryTalk Activation Manager

    FactoryTalk Activation Manager allows you to download activation files using an Internet connection, and transfer the activation files to a computer that does not have an Internet connection. Install this software on the same computer as the FactoryTalk Directory server.

    • RSLinx Enterprise

    RSLinx Enterprise is a FactoryTalk Live Data server and a device-based alarm and event server. RSLinx Enterprise links Allen-Bradley networks and devices to Microsoft Windows products such as the FactoryTalk View SE (HMI software) and the RSLogix family of device programming software.

    • FactoryTalk Alarms and Events (optional)

    Step 3: Install FactoryTalk Services

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    FactoryTalk Alarms and Events provide a common, consistent view of alarms and events throughout a FactoryTalk system.

    For more information on FactoryTalk, refer to FactoryTalk Help.

    NOTE Make sure to install FactoryTalk Services on all computers, including the computer that will serve as the FactoryTalk Directory.

    To install FactoryTalk Services:

    1. Run the RSBizWare installation media. The RSBizWare installation wizard appears.

    2. Click FactoryTalk Metrics > Installation > Install FTServices.

    The installation wizard appears.

    3. Follow the steps as presented in the screenshots below.

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    4.

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    5.

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    6.

    TIP • You may omit restarting the computer after the FactoryTalk Services installation is complete.

    • For details on configuring the FactoryTalk Services, see FactoryTalk Help.

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    You need to activate your RSBizWare suite so that you can use its features.

    You activate RSBizWare by obtaining license activation file(s) from the Rockwell Automation licensing website and assigning them to the RSBizWare suite using the FactoryTalk Activation Manager.

    Step 4: Configure FactoryTalk Activation

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    To configure FactoryTalk Activation:

    1. On the Start screen, type any part of the name FactoryTalk Activation Manager, and then click its shortcut.

    The FactoryTalk Activation Manager window appears.

    2. Follow the instructions displayed in the window to configure your activations.

    TIP Click Help for more information, or refer to the instructions from the Activate Rockwell Software Products leaflet, available with your product installation package.

    See also • Software activation options 226

    TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer.

    FactoryTalk Historian Classic, FactoryTalk Metrics, and Report Expert require a single SQL server database to operate, since they share common tables in the database.

    NOTE Perform the following steps using a database user that has privileges to create databases.

    To create an SQL server database for the RSBizWare software:

    1. On the Start screen, click SQL Server Management Studio. The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear.

    2. Select the computer that hosts SQL Server. 3. Type the login and password, and then click Connect. 4. In the Object Explorer, right-click Databases and select New

    Database.

    Step 5: Create an RSBizWare SQL Server database

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    The New Database dialog box appears.

    5. In the Database name text box, type a name for the database, for example RSBizWare.

    6. Click OK. The new database is saved and listed under Databases in the Object Explorer.

    See also • Database tips 265

    TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer.

    In this step you will create a user for your RSBizWare SQL database. The user will take up the role of the database owner. In SQL Server, a database user is called a login.

    NOTE Perform the following steps using a database user that has privileges to create database users.

    To create the RSBizWare database user:

    1. On the Start screen, click SQL Server Management Studio. The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear.

    2. Select the computer that hosts SQL Server. 3. Type the login and password, and then click Connect. 4. In the Object Explorer, expand the Security folder. 5. Right-click Logins, and then click New Login.

    The Login - New dialog box appears.

    Step 6: Create an RSBizWare SQL Server database user

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    6. In the Login name box, type a name for the database user.

    In this example we will use RSBizWareUser.

    7. Click SQL Server authentication. 8. In the Password box, create a password for the database user. 9. In the Confirm password box, retype the password that you

    have created.

    10. Clear the Enforce password expiration check box. 11. In the Default database list, select the name of your

    RSBizWare database that you created.

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    12. In the left pane of the Login - New dialog box, under Select a

    page, click User Mapping.

    13. Under Users mapped to this login, in the Map column,

    check the box next to the name of your RSBizWare database.

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    14. In the Default Schema column, in the row of your

    RSBizWare database, type the name of your database user.

    15. Under Database role membership for , select the db_owner check box.

    16. Click OK.

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    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. Otherwise, go to "Step 8: Configure the ODBC data source (page 54)".

    It is necessary that you install the Microsoft SQL Server 2012 Native Client on the target RSBizWare server computer so that you can use it in the ODBC data source configuration to establish connection with your RSBizWare SQL Server database.

    To install the SQL Server 2012 Native Client:

    1. Open the Microsoft SQL Server 2012 Feature Pack page (http://www.microsoft.com/en-us/download/details.aspx?id=29065).

    2. Expand Install Instructions. 3. Scroll down to Microsoft® SQL Server® 2012 Native Client. 4. Click X64 Package.

    5. Download the file. 6. Double-click sqlncli.msi.

    The Microsoft SQL Server Native Client Setup wizard appears.

    7. Click Next.

    Step 7: Install SQL Server 2012 Native Client

    http://www.microsoft.com/en-us/download/details.aspx?id=29065http://www.microsoft.com/en-us/download/details.aspx?id=29065

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    8. On the License Agreement page, click:

    9. Click Next.

    10. On the Feature Selection page, leave the default settings, and then click Next.

    11. On the Ready to Install the Program, click Install. 12. Once the installation is complete, click Finish.

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer and the Database server computer.

    Before you install Report Expert on your server computer or configure any of the RSBizWare services, you need to correctly configure the Data Source Name (DSN) for Open Database Connectivity (ODBC).

    RSBizWare servers access databases using the ODBC functionality. You need to create named connections to the RSBizWare database and any other databases that you want the RSBizWare applications to use.

    Since both FactoryTalk Metrics and Report Expert are 32-bit applications, you need to configure the DSN with the ODBC Data Source Administrator for 32-bit applications.

    Step 8: Configure the ODBC data source

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    To configure the data source name (DSN) for ODBC:

    1. On the Start screen, click Server Manager. The Server Manager window appears.

    2. On the Tools menu, click ODBC Data Source (32-bit). The ODBC Data Source Administrator (32-bit) dialog box appears.

    3. Click the System DSN tab, and then click Add. The Create New Data Source dialog box appears.

    4. In the driver lists, select either of the following, depending on the type of the driver for which you want to set up the data source:

    • SQL Server

    • SQL Server Native Client 11.0

    We recommend that you use the native client driver.

    TIP If you select the SQL Server driver, some of the wizard pages may look different than those included in this procedure. However, the steps are identical for both drivers.

    5. Click Finish.

    The Create a New Data Source to SQL Server dialog box appears.

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    6. In the Name box, type the name of the data source. In this example we will use ODBC RSB.

    7. (Optional) In the Description box, type the description of the data source.

    8. In the Server list, do either of the following:

    • If your RSBizWare SQL Server database is on the computer on which you are performing these steps, select (local).

    • If your RSBizWare SQL Server database is on the database server computer, select the name of this computer.

    TIP See "Create an RSBizWare SQL Server database" for details.

    9. Click Next. 10. Specify how SQL Server should verify login IDs:

    1. Select the With SQL Server authentication... option. 2. In the Login ID and Password text boxes, type the name

    and password of the RSBizWare database owner that you created (page 49).

    11. Click Next. 12. Click Change the default database to, and then select the

    database that you created.

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    13. Click Next. 14. Leave the default settings or modify them according to your

    needs.

    15. Click Finish.

    The ODBC Microsoft SQL Server Setup dialog box appears.

    16. Verify the new ODBC data source configuration, and then click Test Data Source.

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    A message box with the test results appears.

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    TIP If the test does not complete successfully, make sure that you have selected the correct authentication mode for your SQL Server (page 59), and then run the test again.

    TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer.

    The RSBizWare configuration requires the mixed mode as the authentication method for the SQL server. Follow the steps below to verify and/or correct the authentication method you have selected for your SQL server.

    To check and/or correct the authentication method for the SQL server:

    1. On the Start screen, click SQL Server Management Studio. The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear.

    Repair the connection to SQL Server

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    2. Select the computer that hosts SQL Server. 3. Type the login and password, and then click Connect. 4. In the Object Explorer, right-click the server name, and then

    select Properties.

    The Server Properties dialog box appears.

    5. Under Select a page, click Security. 6. Under Server authentication, check the selected server

    authentication mode.

    If the Windows authentication mode is selected, change it to SQL Server and Windows Authentication mode.

    7. Click OK.

    The following message appears:

    8. Click OK. 9. In the Object Explorer, right-click the server name, and then

    select Restart.

    The following message appears:

    10. Click Yes.

    The server authentication mode will be updated.

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    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    By default, the computer on which you have installed FactoryTalk Services Platform is automatically added to the FactoryTalk Administration Console, which is a part of FactoryTalk Services Platform.

    The computer should be listed in the Explorer, under System > Computers and Groups > Computers.

    If it is not listed there, you should add it manually.

    To add your local computer to the FactoryTalk Administration Console:

    1. In the FactoryTalk Administration Console, in the Explorer, expand System > Computers and Groups.

    2. Right-click Computers, and then click New Computer. The New Computer dialog box appears.

    3. In the Computer text box, type the name of the computer, or click to search for it.

    4. Click OK. The computer is listed under Computers.

    Step 9: Verify if the local computer is added to the FactoryTalk Administration Console

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    In this section you will create FactoryTalk user groups and users. The final infrastructure of groups and users will depend on your specific requirements and may differ from the one presented below.

    In the following examples, we will add the local Windows Administrator account to FactoryTalk users. Then, we will create another FactoryTalk user and add it to a user group:

    • Configure Windows-linked FactoryTalk users (page 62)

    • Configure FactoryTalk users (page 66)

    TIP For information on best practices for creating FactoryTalk user groups and users, see the FactoryTalk Security help (FTSecurityEN.chm), section "Best practices". The help file is available in the following location: C:\Program Files (x86)\Common Files\Rockwell\Help.

    See also • Manage FactoryTalk user groups and users 235

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    In these steps you will add a local Administrator account as a Windows-linked user. The Administrator account is already automatically added to the Windows Administrators group under User Groups.

    Step 10: Configure FactoryTalk groups and users

    Configure Windows-linked FactoryTalk users

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    To add a local Administrator account as a Windows-linked user:

    1. In the FactoryTalk Administration Console, in the Explorer, expand System > Users and Groups.

    2. Right-click Users, and then click New > Windows-Linked User.

    The New Windows-Linked User dialog box appears.

    3. Click Add. The Select Users dialog box appears.

    4. Click Advanced.

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    The Select Users dialog box appears.

    5. Click Find Now. 6. Under Search results, users from the selected location are

    listed.

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    7. Select a user, and then click OK.

    The Windows user that you have chosen appears under Enter the object names to select.

    8. Click OK.

    The Windows user appears in the New Windows-Linked User dialog box.

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    9. Click OK.

    The newly added Windows-linked user appears under the Users folder in the Explorer.

    TIP For more information on users and user groups in the FactoryTalk Administration Console, refer to the FactoryTalk help. To open the help file, on the Help menu click Contents.

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    To create FactoryTalk users:

    1. On the Start screen, click FactoryTalk Administration Console.

    The FactoryTalk Administration Console window appears.

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

    TIP If you have not already logged on to the FactoryTalk Directory, you will be prompted to type your user name and password.

    3. In the Explorer tree, expand Network > System > Users and Groups.

    4. Right-click Users, and then click New > User.

    Configure FactoryTalk users

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    The New User dialog box appears.

    5. In the User name box, type a name of the user. In this example we will use RSBizWareUser.

    6. In the Password box, type a password for the user. 7. In the Confirm box, retype the password.

    8. Click the Group Membership tab, and then click Add.

    The Select User Group dialog box appears.

    9. Click Administrators.

    10. Click OK.

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    In the New User dialog box, the Administrators group is listed under Member of.

    11. Click OK.

    The newly created user appears under the Users folder in the Explorer. The user belongs to the FactoryTalk Administrators group.

    TIP For more information on configuring the FactoryTalk Administration Console, refer to the FactoryTalk help. To open the help file, on the Help menu click Contents.

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    To install RSBizWare:

    1. Run the RSBizWare installation media. The RSBizWare installation wizard appears.

    2. Click FactoryTalk Metrics > Installation > Install RSBizWare.

    The installation wizard appears.

    3. Click Next. 4. On the License Agreement page, click:

    Step 11: Install RSBizWare

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    5. Click Next. 6. On the Customer Information page, type the following

    information:

    7. Click Next. 8. On the Setup Type page, click:

    9. Click Next.

    10. On the Ready to Install the Program page, click Install. The Installing page presenting the installation status appears.

    Once the installation is complete, the InstallShield Wizard Completed page appears.

    11. Click Finish. A message prompting you to restart the computer appears.

    12. Click Yes.

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    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    The Security Services Manager is a Windows service that is responsible for the following:

    • Starting and stopping the RSBizWare server services.

    • Administering licenses for all RSBizWare servers that are registered with the Security Services Manager.

    The Security Services Manager lets you manage the servers and license activations from a single location.

    To register the Security Services Manager:

    1. On the Start screen, type any part of the name Service Console, and then click its shortcut.

    TIP By default, the Service Console is located in the following directory: C:\Program Files (x86)\Rockwell Software\RSBizWare\RSBizwareMgr.msc

    The Service Console window appears.

    The following message appears:

    2. Click Yes.

    The Service Console Registration dialog box appears.

    3. In the Hostname or IP address box, type the name or IP address of the local computer.

    Step 12: Register the Security Services Manager

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    Alternatively, click , and then search for the computer.

    4. Click OK. You have logged on to the Security Services Manager. The explorer tree in the Service Console is populated with Security Services Manager items.

    NOTE Logging on to the Security Services Manager will activate the FactoryTalk single sign-on user functionality. For more information about the FactoryTalk single sign-on, refer to the FactoryTalk Security online help. The file is available in the following locations: • On a 32-bit operating system:

    C:\Program Files\Common Files\Rockwell\Help\FTSecurityEN.chm.

    • On a 64-bit operating system: C:\Program Files (x86)\Common Files\Rockwell\Help\FTSecurityEN.chm.

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    The server administration functions of the Security Services Manager enable you to control Information Services Manager and Metrics Server Manager Servers. Server administration functions include service configuration and service startup and shutdown.

    To perform the server administration tasks, you must have the Windows System Administrator privilege, and your user account must be a member of the local administrator user group.

    To register the Information Services Manager:

    1. In the Service Console, under Security Services Manager, right-click Servers, and then click Register Server.

    The Service Console Registration dialog box appears.

    2. In the Server Type list, click Information Services Manager.

    Step 13: Register the Information Services Manager

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    The Hostname or IP address box contains the name or the IP address of the local computer.

    3. Click OK. 4. The Information Services Manager server appears under the

    Security Services Manager with the following icon: .

    5. Click Information Services Manager. 6. In the Data Sources list, select the name of the ODBC data

    source that you created in "Step 8: Configure the ODBC data source (page 54)".

    7. In the Database User ID box, type the name of the RSBizWare database user that you created in "Step 6: Create an RSBizWare SQL Server database user (page 49)".

    8. In the Database Password box, type the password of your RSBizWare database user.

    9. Click Test Connection. A message confirming a successful connection appears.

    10. Click OK. 11. Click Advanced. 12. Configure the following settings for QuickWeb reporting used

    in FactoryTalk Metrics and FactoryTalk Historian Classic:

    Item Description Max Records to Return Type the maximum number of records that the

    server should return for any single non-time-series query against the database. This can be a useful way to limit network traffic and control queries that are returning more than a useful amount of data. The default value is 1000.

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    Item Description Connection Pool Type the number of database connections that the

    server should keep open. Each time a client makes a request for data from the database, a connection is assigned to the client from this pool. A small number of connections in the pool with a large number of connected users will create delays while users wait for an available connection. The default value is 5.

    Session Connection Timeout Specify, in minutes, how long the server should maintain global credentials for users. After the session connection expires, the user will be required to log on before viewing report objects that have been set to use the global credentials. The default value is 30 minutes.

    Host Alias Type the alias (registered name) that the Information Services Manager will use to refer to itself when connecting to the Security Services Manager and handling report requests across the internet. Use this option if the registered name of the computer is different than its host name.

    Report Schedule Manager Host

    Type the name of the computer where the Report Schedule Manager is running.

    E-Mail Host Type the e-mail host that will be used to distribute scheduled report results.

    Originating E-Mail Address Type the e-mail address that will be used to distribute scheduled report results.

    Printer User Type the user name that will be used to connect to the printer to print scheduled reports.

    Printer Password Type the password of the printer user. Report User Type the report user name that will be used to

    connect to the Configuration Console to run the scheduled reports. If you are using scheduled reports, you must type a user with sufficient privileges to run all of the scheduled reports.

    Report Password Type the password of the report user.

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    Item Description HTTP Port Type the port number on which the server will listen

    for requests from Configuration Consoles. The Configuration Console uses HTTP in addition to raw TCP/IP to communicate to the Information Services Manager. The default HTTP port is 8080. Note: Oracle 9.2.0.1.0 uses port 8080. If you are using this version of Oracle, you must set the HTTP port to a value other than 8080.

    HTML Root Type the name of the folder in which the server will store reports that have been saved in the Configuration Console. You will need to change the HTML Root directory setting if you have installed the server to a non-default location.

    13. Click Apply. The following message appears:

    14. Click Yes.

    The following message appears:

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    15. Click OK. Once the server is restarted, the Information Services Manager server appears under the Security Services Manager with the following icon: .

    TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer.

    To associate the Metrics Server Manager with the Information Services Manager:

    1. In the Service Console, under Security Services Manager, expand Servers.

    2. Right-click Information Services Manager, and then click Associate Metrics Server Manager.

    The Service Console Registration dialog box appears.

    The Hostname or IP address box contains the name or the IP address of the local computer.

    3. Click OK. The newly created Metrics Server Manager appears under Information Services Manager with the following icon: .

    4. Click Metrics Server Manager. 5. In the Data Sources list, select the name of the ODBC data

    source that you created in "Step 8: Configure the ODBC data source (page 54)".

    6. In the Database User ID box, type the name of the RSBizWare database user that you created in "Step 6: Create an RSBizWare SQL Server database user (page 49)".

    7. In the Database Password box, type the password of your RSBizWare database user.

    8. Click Test Connection. A message confirming a successful connection appears.

    Step 14: Associate Metrics Server Manager with Information Services Manager

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    9. Click OK. 10. (Optional) Click Advanced.

    Review the following for additional information.

    For this item: Type: Max Records to Return The maximum number of records that the server

    should return for any single non-time-series query against the database. This is a useful way to control queries that are returning a large amount of data.

    Connection Pool The number of database connections that the server should keep open. Each time a client makes a request for data from the database, the client is assigned a connection from this pool.

    Session Connection Timeout The amount of time during which the server should maintain global credentials for users. After a user’s session connection expires, the user will be required to log on before viewing report objects that have been set to use the global credentials.

    Host Alias (Optional) The alias (registered name) that the Information Services Manager will use to refer to itself when connecting to the Security Services Manager and handling report requests across the Internet. The setting applies to a situation, when the registered name of the computer is different from the host name of the computer.

    Report Schedule Manager Host

    The name of the computer on which the Report Schedule Manager is running.

    E-Mail Host The name of the SMTP server that will be used to distribute scheduled reports.

    Originating E-Mail Address The originating e-mail address that will be used to distribute scheduled reports.

    Printer User The user name that will be used to connect to the printer to print scheduled reports.

    Printer Password The password of the printer user.

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    For this item: Type: Report User The report user name that will be used to connect to

    the Configuration Console to run the scheduled reports. If you are using scheduled reports, provide a user with sufficient privileges to run all of the scheduled reports.

    Report Password The password of the report user. HTTP Port The port number on which the server will listen for

    requests from the Configuration Console. The default HTTP port is 8080. The Configuration Console uses HTTP in addition to raw TCP/IP to communicate with the Information Services Manager. Note: Oracle 9.2.0.1.0 uses port 8080. If you are using this version of Oracle, you must set the HTTP port to something other than 8080.

    HTML Root The name of the folder in which the server will store RSBizWare reports that have been saved in the Configuration Console. You should only need to change the HTML Root directory setting if you installed the server to a non-default location.

    11. Click Apply. The following message appears:

    During this process, the configuration that you have just defined is applied.

    12. Click Yes. The Metrics Server Manager appears under the Information Services Manager with the following icon: .

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    If you want to use the User-Defined Summarization Fields (Flex-Fields) in you configuration, configure them in the Metrics Server Manager (page 78).

    A summarization criterion is a FactoryTalk Metrics Performance Parameter field for which you can collect activity area data. There are the following default summarization criteria:

    • Shift

    • Part Id

    • Ideal Cycle Time

    When the value of the field changes, it triggers the summarization of historical performance data for the activity area in the FactoryTalk Metrics Workcell History report data source. The collected values can then be used to filter OEE performance data for the activity area. For example, if your system is configured to collect Part Id for an activity area, you will be able to calculate the OEE performance for the activity area when it is producing a particular kind of part.

    Apart from the default summarization criteria, you can configure up to 5 user-defined summarization criteria, or flex-fields, to represent the fields that are most important to your organization.

    Sample uses of user-defined summarization criteria include:

    • An Operator ID criterion that will allow you to collect operator IDs and to report on the OEE value for a specific operator.

    • A Lot Number criterion that will allow you to collect lot numbers and report on the OEE value for a specific lot of products.

    • A Test Run State criterion that will allow you to report on the OEE value for parts that were produced when the activity area was in a production state only.

    Configure user-defined summarization fields (flex-fields)

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    By default, the user-defined summarization fields are disabled.

    To enable and configure user-defined summarization fields:

    1. In the Service Console, expand Metrics Server Manager, and then click FactoryTalk Metrics Flex- Fields.

    In the right pane of the window, a list of 5 user-defined summarization fields appears.

    2. Select the field that you want to configure, and then click Edit. The Configure Summarization Criteria dialog box appears.

    3. Select the Enable This Summarization Criteria check box. 4. In the Name box, replace the default name with a descriptive

    one that is meaningful to your organization.

    In this example we will use Test Run State.

    5. Select the Configuration of this Summarization Criteria is required for each Activity Area check box, if you want the data collection for this field to be mandatory.

    6. Under Summarization Criteria Data Type, choose the type of data that will be collected for this field:

    • String Value

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    Select this option, if you intend FactoryTalk Metrics to communicate with your ControlLogix controller.

    The FactoryTalk Metrics Configuration Tool, which uses the FactoryTalk Metrics user-defined data type (UDT) to establish the communication with ControlLogix controllers, uses only the string values in the UDT to define flex-fields.

    For more information on FactoryTalk Metrics Configuration Tool and the FactoryTalk Metrics user-defined data