ABT-CCV204-TSL 2012-02

FactoryTa Factor yTalk® lk® View View ME and Pan PanelV elView iew™ ™ Pluss Pro Plu Progra grammi mming ng Student Lessons

Important Impor tant User Infor Informatio mation n This documentation, documentation, whether, illustrative, printed, “online” or electronic electronic (hereinafter “Documentation”) “Documentation”) is intended for use only as a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentat Documentation ion should only be used as a learning tool by qualified professionals. The variety of uses for the hardware, software and firmware (hereinafter “Products”) “Products”) described in this Documentation, Documentation, mandates that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable laws, regulations, codes and standards in addition to any applicable technical documents. In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter “Rockwell Automation”) be responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in this Documentation. Rockwell Rockwell Automation does not assume assume responsibility or liability for damages of any kind based on the alleged use of, or reliance on, this Documentation. No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software described in the Documentation. Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for: 

properly using, calibrating, operating, operating, monitoring and maintaining all Products Products consistent with all Rockwell Automation Automation or third-party provided instructions, warnings, recommendat recommendations ions and documenta documentation; tion;



ensuring that only properly properly trained personnel use, use, operate and maintain maintain the Products at all all times;



staying informed of of all Product updates and and alerts and implementing implementing all updates and fixes; fixes;



all other factors affecting affecting the Products that are are outside of the direct control control of Rockwell Automation. Automation.

and

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is prohibited. Throughout this manual manual we use the following notes to make you aware of safety considerations: considerations:

Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss.

Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you:   

identify a hazard avoid a hazard recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

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IMPORTANT Identifies information that is critical for successful application and understanding of the product.

Comments Send Se nd us yo your ur co comm mmen ents ts on th thes ese e ma mate teri rial als: s: Emai Em ail: l:

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440 40.6 .646 46.4 .442 425 5

For information about Rockwell Automation Training, visit: www.rockwellautomation.com/services/training

FactoryTalk FactoryTalk View ME and PanelView Plus Programming Pg.

Day 1

Pg.

Day 2

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Cou rs rse Ov Ove rrv view (15 Minutes)

103

Creati Creating ng and Manipu Manipulati lating ng Graphic Graphic Objects in FactoryTalk View ME Graphic Displays (100 Minutes)

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Confi Configu guri ring ng a Pane PanelV lVie iew w Plu Pluss Terminal (45 Minutes)

119

Creati Creating ng and Configur Configuring ing Interact Interactive ive Controls in a FactoryTalk View ME Application (90 Minutes)

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Creat Creating ing and Cust Custom omizi izing ng a FactoryTalk View ME Application (75 Minutes)

145

Configuring Configuring Security Security for for FactoryT FactoryTalk alk View ME Displays (60 Minutes)

47

Config Configuri uring ng RSLinx RSLinx Enterp Enterpris rise e Communications in a FactoryTalk View ME Application (40 Minutes)

163

Creati Creating ng and Managing Managing Factor FactoryT yTalk alk View ME Runtime Files (60 Minutes)

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Config Configuri uring ng Factor FactoryT yTalk alk Secur Security ity for for a FactoryTalk View ME Application (75 Minutes)

179

Config Configuri uring ng Basic Basic Animati Animation on for for FactoryTalk FactoryTalk View ME Objec ts (100 Minutes)

75

Creati Creating ng and and Modif Modifying ying Tags for a FactoryTalk View ME Application (60 Minutes)

89

Adding Adding and and Confi Configur guring ing Facto FactoryT ryTalk alk View ME Graphic Displays (40 Minutes)

FactoryTalk FactoryTalk View ME and PanelView Plus Programming Pg.

Day 3

Pg.

Day 4

201

Creating Creating and and Configur Configuring ing Alarms Alarms for a FactoryTalk View ME Application (75 Minutes)

283

Creati Creating ng Tag Tag Placeho Placeholde lders rs and and Parameter Files for a FactoryTalk FactoryTalk View ME Graphic Display (65 Minutes)

221

Creati Creating ng and Config Configuri uring ng Macros Macros for a FactoryTalk View ME Application (75 Minutes)

293

Creati Creating ng and Configuri Configuring ng Informat Information ion Messages for a FactoryTalk FactoryTalk View ME Application (60 Minutes)

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Config Configuri uring ng Recipe Recipess with with the the RecipePlus System in a FactoryTalk View ME Application (45 Minutes)

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Adding Adding Global Global Objects Objects to a FactoryTalk View ME Application (75 Minutes)

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Config Configuri uring ng Languag Language e Switchin Switching g in a FactoryTalk View ME Application (50 Minutes)

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Inserting Inserting Faceplat Faceplates es in a FactoryT FactoryTalk alk View ME Application (100 Minutes)

261 Creati Creating ng Data Data Logs and and Tren Trends ds for for a FactoryTalk View ME Application (75 Minutes)

© 2012 Rockwell Automation, Inc. All rights reserved. MMvCCV204

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Course Overview

Description This course is a skill-building skill-building course that provides provides you with the skills necessary to develop FactoryTalk View Machine Edition (ME) applications that run on the next-generation PanelView PanelView Plus terminals.

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© 2012 Rockwell Automation, Automation, Inc. All rights reserved. OVRvCCV204

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During class, you will gain the following hands-on skills: •

Prepare a PanelView Plus terminal for operation

•

Create a new application and run it on a terminal

•

•

•

Create, configure, and animate graphic objects on graphic displays Configure security for granting/restricting access to certain graphic displays or for rights to perform certain actions Create and configure messages and alarms for alerting operators to changes in a process

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This course is intended intended for individuals who need to create FactoryTalk View ME applications for use on a PanelView PanelView Plus terminal should attend this course.

Activity:

Introduce yourself, say the company you work for, for, and tell the instructor and others what you hope to take away from this course.

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•

•

Ability to perform basic Microsoft Windows Windows tasks Completion of the RSLogix 5000 5000 Level 1: ControlLogix System Fundamentals course (Course No. CCP146) or basic experience with ControlLogix tags and architecture

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Question: Prerequisite Skills

Do you have the prerequisite skills required for this course? A. Yes B. No C. Do Don n’t know know

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Agenda

Let’s look at what we will cover in this course. Activity: Course Agenda

Review the lessons and topics for the course.

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The following following course structure is generally generally used to help you understand the content and activities: •

•

One lesson is devoted to each task. Typical lesson includes most or all of these sections: –

“What You Will Learn” -- lesson objectives

–

“When You Will Do This” -- lesson context

–

“Before You Begin” -- preparatory material

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“Here’s How” -- demonstration of procedures

–

–

–

“Exercise” -- opportunity to per form new skills, often in a hands-on lab environment

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“How Did You Do?” -- where to go for feedback on performance “Answers” -- answers to exercises 8


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Student Materials

To To enhance and facilitate facilitate your learning experience, experience, the following materials are provided as part of the course package: •

•

•

Student Manual: –

Contains the topical outlines and exercises

–

Used to follow presentations, take notes, and work through exercises

FactoryTalk FactoryTalk View ME and PanelView Plus Procedures Guide, Guide, which provides the steps required to complete the tasks t asks in the exercises. exercises. FactoryTalk FactoryTalk View Machine Edition Tutorials TutorialsCD-ROM, CD-ROM, which includes the videos for FactoryTalk View ME and the final lab with the solutions to all the t he exercises in the course.

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During class, you can also reference the online FactoryTalk View Machine Edition User’ User ’s Guide, Guide, a detailed manual that ships with the software as a .pdf file. Additional information on using FactoryTalk View ME and RSLinx Enterprise software can be accessed during class from both software online Help systems.

Resource:

Your instructor will show you these job aids now.

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Throughout this course, course, you will have have the opportunity to practice the skills you have learned through a variety of hands-on exercises: exercises: •

•

Exercises focus on the skills introduced in each lesson. Exercises are performed on PanelView Plus 1000 and ControlLogix ControlLogix workstations.

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The configuration and programming examples shown in this course are intended solely for purposes of example. You will have di ff erent erent requirements associated with your application. You must verify that the necessary steps have been taken to meet all performance and safety requirements. requirements.

Resource: Important User Information See the Important User Information provided with this material for more details.

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What’s Next Foundation

After completing this training, you may be interested in the FactoryTalk View SE Programming course. Resource: Curriculum Map

See the curriculum map in the front of your Student Manual for a complete listing of available Visualization Visualization courses.

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Follow ROKAutomation on Facebook & Twitter Twitter.. Connect with us on LinkedIn. www.rockwellautomation.com

Copyright © 2013 Rockwell Automation, Inc. All rights reserved.


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Configuring a PanelView Plus Terminal Terminal

Overview After completing this lesson and associated exercise, exercise, you should be able to: •

•

•

•

Identify PanelView Plus terminal hardware components Connect communications cables Configure startup options for a PanelView PanelView Plus terminal Assign an IP address to a PanelView Plus terminal

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© 2012 Rockwell Automation, Automation, Inc. All rights reserved. PVPv9701

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Before a PanelView Plus terminal can communicate with a ControlLogix ControlLogix controller via EtherNet/IP, you need to properly connect the correct communication cables and assign an IP address to the terminal.

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PanelView PanelView Plus operator terminals are the next generation of the Rockwell Automation operator interface product line. The terminals are optimized for use use in the following following applications: Individual machines or small processes •

•

Machine-level monitoring and control

•

Operator interaction

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PanelView PanelView Plus terminals can be used in new applications or as an upgrade for existing PanelView standard or PanelView enhanced terminals. PanelView PanelView Plus terminals run applications designed using FactoryTalk View ME software. These applications applications can replace the following hard-wired hard-wired panel controls: •

•

•

Pushbuttons Selector switches Pilot lights

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Question: How many PanelView Plus terminals do you have in your plant that have taken the place of hard-wired panel controls?

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A PanelView Plus terminal can also be programmed programmed to incorporate the following features: •

Data entry fields

•

Message displays

•

•

Alarms Diagnostics

•

Screen selectors

•

User-level and screen-level security

•

Full-color graphic objects

•

Animation

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PanelView PanelView Plus operator terminals are available in the following models: PanelView Plus 1500 PanelView Plus 1250

PanelView Plus 1000

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PanelView Plus 400 PanelView Plus 600

PanelView Plus 700 8


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The PanelView PanelView Plus 6 terminal terminal is only available available in the 700, 1000, 1250 and 1500 models. Users can choose from the following input options: •

•

•

Keypad Touchscreen Touchscreen Combination of keypad and touchscreen

The terminals have have a similar look and feel, except except for the size size of the display panel.

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The PanelView PanelView Plus 400-600 400-600 family of terminals has the following components: •

Integrated logic and display module

•

Communications module (optional) Communications Module

Integrated Display/ Logic Module


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The PanelView PanelView Plus 700-1500 700-1500 family of terminals terminals has the following modular components: •

Display module

•

Logic module

•

Communications module (optional)

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The modular design design allows for flexible configuration, installation, and upgrade:

Communications Module Logic Module

Display Module

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The PanelView PanelView Plus 6 can be be identified by the design of its logic module, which is diff erent erent from other PanelView PanelView Plus models: Logic Module

SD (Secure Digital) Card Slot

Display Module

The same display display module is used with with PanelView PanelView Plus and PanelView PanelView Plus 6 terminals. 13

The following following components can be be found on the front panel of a PanelView PanelView Plus terminal: •

Function Keys: Provide user-programmable access to application-specific tasks.

The number of available available function keys keys depends on the terminal model you are using. Navigation Keys: Allow users to move around an application, select objects, and perform other tasks. •

•

•

Numeric Keypad: Allows users to enter numeric data when required. required. Touchscreen: Allows users to interact directly with the loaded application.

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The front panel of of a PanelView PanelView Plus 1000 1000 terminal with keypad or keypad/touchscreen input has the following configuration: Touchscreen

Numeric Keypad

Navigation Keys Function Keys 15

Activity: Identify which PanelView Plus terminal you have in your workstation.

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The front panel of of a PanelView PanelView Plus 1000 1000 terminal with touchscreen input has the following configuration:

Touchscreen

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Activity: As your instructor explains the back panel components, write them in your manual. •

•

24V DC Input 10/100BaseT 10/100BaseT Ethernet Port

•

Compact Flash Card Slot

•

Default Switch

•

DH-485 Port

•

•

DH+ Port Logic Module LEDs

•

Reset Switch

•

Serial Port

•

USB Ports

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The back panel of a PanelView PanelView Plus 1000 terminal with optional DH-485/DH+ comms module has the following configuration: DH+ Port

DH-485 Port

24V DC Input

Default Switch

Reset Switch

Logic Module LEDs Compact Flash Card Slot

USB Ports

Serial Port 10/100BaseT Ethernet Port

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The back panel of a PanelView PanelView Plus 6 terminal has the following configuration:

AC or DC Input

SD Card Slot

Logic Module LEDs Default Switch Reset Switch USB Ports

Serial Port

10/100BaseT Ethernet Port

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You will notice the following di ff erences erences between the logic modules found on PanelView PanelView Plus and PanelView PanelView Plus 6 terminals: •

•

•

The PanelView PanelView Plus 6 logic logic module is slightly thinner. The PanelView PanelView Plus uses internal internal and external CompactFlash cards; the PanelView Plus 6 only has an external SD card. LEDs, the Default switch and the Reset switch are located on the side of the PanelView Plus logic module but on the back of the PanelView PanelView Plus 6 module.

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•

•

•

The PanelView PanelView Plus 6 supports supports a mini-USB connection. The PanelView PanelView Plus 6 logic logic module does not include include removable RAM chips. The PanelView PanelView Plus 6 does not support Remote I/O or DeviceNet communications.

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In a network connection, a PanelView Plus terminal can be connected to PLC-5 or SLC 500 processors or ControlLogix ControlLogix controllers using one of the following protocols: •

•

ControlNet DH+

•

DH-485

•

EtherNet/IP

•

Remote I/O

•

•

RS-232 DeviceNet

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Once the communication cables have been properly connected, the processor can receive information from the terminal (input) and send process status data to the terminal (output).

Activity: Your instructor will review the various communication connections.

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The following following graphic shows shows one possible configuration of a ControlNet network consisting of a computer, multiple processors, and a PanelView Plus terminal: 1756 Chassis with 1756-CNB Module and Controller

Computer

1771 Chassis with 1771-ACN Module

ControlNet Network Serial or Ethernet Download

PanelView Plus Terminal

PLC-5/40C Processor

s n o i t c e n n o C t e N l o r t n o C

1756 Chassis with 1756-CNB Module and 1756-Remote I/O 25

The following following graphic shows shows one possible configuration of a DH+ network consisting of a PC, multiple processors and a PanelView Plus terminal: Computer

PLC-5 Processor

DH+ Cable (Direct Transfer) Transfer) 1770 SC

1770 SC

1770 SC

PLC-5 PLC-5 Processor Processor Serial or Ethernet Download

SLC 500 Processor


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A PanelView Plus terminal can be connected to multiple SLC 500 processors and a computer via a DH-485 network in the following manner:

SLC 500 Processor

SLC 500 Processor Link Couplers (1747-AIC)

DH-485 Network Serial Connection

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1747-PIC or 1747-UIC

SLC 500 Processor PanelView Plus Terminal

Computer

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An example of an EtherNet/IP network is shown in the following graphic: Logix5000 Chassis with 1756-ENBT Module at Firewall or Router 100 Mbit/s EtherNet/IP Network

IBMCompatible Computer with RSLinx Software at 100 Mbit/s

100BaseT Cable Ethernet Switch RJ45 Connector To Next Ethernet Switch

EtherNet/IP SLC /05 Processor

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A PanelView Plus terminal is connected to a PLC-5 processor, 1771-ASB adapter modules and a computer via an RIO network in the following manner: PLC-5 Processor

1771-ASB

1771-ASB

Remote I/O Network (Belden 9463 Cable) Computer


Pass-Through Download DH+ Cable (Belden 9463 Cable)

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Upload/Download Cable

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A terminal with an RS-232 port is connected to an SLC 5/04 processor processor and a computer in the following manner: SLC 5/04 Processor

DH+ Connection to SLC Channel 1 RS-232 Connection to SLC Channel 0

Computer

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An SLC 5/04 processor only has one RS-232 port. por t.

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An example of a DeviceNet network is shown in the following graphic: 1756 Chassis with 1756-DNB Module and Controller 871 TM Inductive E3 Motor 1734-ADN Point I/O Proximity Switch Overload DeviceNet Adapter 1756-DNB DeviceNet Network Computer RS-232 Connection

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PowerFlex 40 ArmorBlock PanelView Plus 1770-KFD Terminal RS-232 Interface AC Drive MaXum Input Module

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The first time you apply power to a PanelView Plus terminal, once the terminal has completed its power-up sequence, the Configuration Mode screen appears. The screen is used used to configure terminal settings and perform other file management tasks.

Show & Tell: Your instructor will show sh ow you and explain the buttons on the Configuration Mode screen, including the Reset button.

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From the main menu, a user can perform the following tasks: •

Load an application

•

Run an application

•

Configure or view application settings

•

•

•

Configure or view terminal settings Delete log files before running Reset the terminal

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Before running an application, you will need to configure several non-application-related terminal settings. These settings are accessed from the Terminal Terminal Settings screen:

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At minimum, you will need to configure items from the following submenus: •

Diagnostics Setup

•

Networks and Communications

•

•

Startup Options Time/Date/Regional Time/Date/Regional Settings

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Some networks automatically assign IP addresses to Ethernet devices if DHCP is enabled. If DHCP is not enabled, you can manually enter an IP address for the terminal.

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Question: What is an IP address?

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For certain configuration settings (i.e., IP address), the terminal must be reset for the changes to take e ff ect. ect.

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Demonstration Here’s how to perform the following task(s): •

•

•

•


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Activity: As your instructor demonstrates these procedures, procedures, follow along in the associated job aid(s).

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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Do you know where the communications module is located on the PanelView Plus terminal? Did you instructor show you how to move around an application using the navigation keys on the PanelView PanelView Plus terminal? Continued

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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: How is the PanelView Plus terminal in your workstation connected to the network? Did your instructor show you how to access the Startup Options screen on the PanelView PanelView Plus terminal? Where do you assign an IP address in a PanelView Plus terminal?

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Summary Having completed this lesson, you should now practice how to: •

•

•

•


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Practice

Perform the associated exercise in your lab book.

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Creating and Customizing a FactoryTalk View ME Application


•

•

•

Identify FactoryTalk View Studio software components Open an existing FactoryTalk View ME application Create a new FactoryTalk View ME application Configure project settings

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© 2012 Rockwell Automation, Automation, Inc. All rights reserved. CCAv9701

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It is a good ideal to become familiar with FactoryTalk View Studio software components before you create an application. Before running your FactoryTalk View ME application on a PanelView Plus terminal, you need to con figure settings on how your application will appear and behave during runtime.

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FactoryTalk View ME software is part of the Rockwell Automation ViewAnyWare visualization hardware and software development e ff ort. ort. FactoryTalk View ME software provides a human/ machine interface for individual machines or small processes in a manufacturing environment. The FactoryT FactoryTalk alk View View ME application application communicates communicates with programmable logic controllers using FactoryTalk FactoryTalk (RSLinx Enterprise) and OPC (OLE for Process Control) servers.

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Question: What software does the term “FactoryTalk View Enterprise Series” refer to?

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FactoryTalk View ME includes two products: •

•

FactoryTalk View Studio: Contains Studio: Contains the tools for creating machine-level monitoring and control applications, including real-time animated graphic displays, trends, and alarm reporting. FactoryTalk View ME Station: Provides Station: Provides the runtime environment for your FactoryTalk View Studio-designed project.

Use FactoryTalk View ME Station to run the applications you develop in FactoryTalk View Studio.

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When you start FactoryTalk View ME software, you are prompted to either open an existing application or create a new application. By default, the New/Open Machine Edition Application dialog box opens with the Existing tab in view.

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The New tab allows allows you to generate a new FactoryTalk View ME application:

Application Name (32 Characters Maximum)

Description of Application Create PanelView Plus Compact Application

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Default Language for Application

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In Windows XP new projects are saved on your computer using the following path: C:\Documents and Settings\ All Users\Documents\RSVie Users\Documents\RSView w Enterprise\ME\HMI Projects. In Windows Vista new projects are saved on your computer using the following path: C:\Users\Public\Public Documents\RSView Documents\RSView Enterprise\ME\HMI Enterprise\ME\HMI Projects.

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FactoryTalk View ME software also allows you to import the following types of existing files: •

PanelBuilder32 PanelBuilder32 applications (.pba)

•

PanelBuilder 1400e applications (.pvc)

•

•

Applications downloaded from PanelView standard terminals (.pva) Legacy FactoryTalk View ME applications (.med)

Imported applications will require modi fication of existing components. See the online FactoryTalk View Machine Edition Use’s Guide for more details. 10


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The Application Application Manager is the development development tool that FactoryTalk FactoryTalk View Studio software soft ware uses to: •

Copy an application

•

Delete an application

•

Backup an application

•

•

•

Rename an application Restore a previously backed up project or application Restore a design (.med) file from a runtime (.mer) file

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Runtime files must be saved at version 5.0 or above for this feature to be available.

Show & Tell: Your instructor will show sh ow you and explain the Application Manager.

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After creating a new application or opening an existing application, the main software soft ware screen is displayed:

Graphics Toolbar

Standard Toolbar

Object Toolbar Explorer Window

Graphic Display

Display Window

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Diagnostics List

Status Bar

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The main software screen screen can display the following components: •

•

•

•

•

Diagnostics List: Continually List: Continually records information about system activity for the local computer such as command and macro usage, operator comments, subsystem-related subsystem-related warnings and errors, and communication errors. Display Window: Presents Window: Presents a work space for components selected from the Application Explorer window. window. Explorer Window: Provides Window: Provides access to the components of the open application. Graphic Display: Provides Display: Provides space for users to design application screens. Status Bar: Displays Bar: Displays information about selected items.

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As you work with an application, you will access the necessary application components and editors using the Explorer window: Folder Editors Project Component Sub-Folders

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Commonly used application components include: Graphic displays

•

•

Global objects

•

Graphic libraries

•

Images

•

Data log models

Show & Tell: Your instructor will show sh ow you and explain these application components in the Explorer window. window.

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Commonly used editors include: Tags Tags editor

•

•

Project Settings editor

•

Startup editor

•

Global Connections editor

•

Alarm Setup editor Macro editor

•

RecipePlus editor

•

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Each application requires specific project settings to ensure that the size of the graphic display matches the available screen area for the application. These settings are accessed using the Project Settings editor:

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The Project Project Settings editor contains the following following two tabs: tabs: General Tab: Allows Tab: Allows user con figuration of the project window size. •

The project window window size must match match the resolution of the PanelView Plus terminal you are using. •

Runtime Tab: Allows Tab: Allows user con figuration of the following features that are displayed when the application is running: –

Title bar text

–

Border for the application screens

–

Project window position

–

Ability to log a user out of an application after a de fined period of inactivity

The following following are the best practices practices for configuring project settings: •

•

Project settings aff ect ect how your graphic displays look. Specify project settings before you create graphic displays. If you choose to scale displays, changing the project settings back to their original settings may not return the project to its original condition. If you may need to restore the application, be sure you make a backup copy before scaling.

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•

•

•


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Multimedia: The instructor will now show a video. video.

23

Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: What FactoryTalk View ME software component allows you to create the application? Ensure your instructor has shown you how to open an existing FactoryTalk View ME application. You want to create an application in Spanish. Where would you do this in FactoryTalk View ME Studio software? Where would you access components of an open application? 24


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•

•

•


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Configuring RSLinx Enterprise Communications Communications in a FactoryTalk View ME Application


•

Add a driver for design or runtime communications Add devices and device shortcuts for RSLinx Enterprise communications

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Before a FactoryTalk View ME application running on a PanelView Plus terminal can communicate with a ControlLogix controller or SLC 500 processor, processor, an RSLinx Enterprise driver needs to be added

3

Definition: RSLinx Enterprise: A FactoryTalk-enabled communications server that is bundled with FactoryTalk View ME software. It links networks and devices to the following applications: • • • •

Microsoft Windows 2000 Windows XP Windows Vista Windows CE

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Question:

Do any of your applications require a third-party communications server?

5

By default, FactoryTalk View ME communications are handled using RSLinx Enterprise software. The software is accessed from the Explorer window of an open application:

RSLinx Enterprise Icon

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RSLinx Enterprise software is not a replacement for RSLinx Classic software. Each package serves a specific purpose: •

RSLinx Enterprise software –

–

•

Collects runtime data for FactoryTalk View ME applications from a speci fic processor or controller Provides optimized communications with Logix5000 controllers

RSLinx Classic software –

–

Provides the network connections necessary to upload and download logic files to processors or controllers Optimized for use with PLC-5 and SLC processors

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RSLinx Classic software and RSLinx Enterprise software cannot share the same driver. driver.

To To run both applications applications on the same computer, computer, RSLinx Classic software and RSLinx Enterprise software must share the same COM port. See the online RSLinx Enterprise Help system for more information. 8


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Activity:

As a group, de fine the following terms: device, driver and tag. Definition: Design Configuration: A communications path between a development computer running FactoryTalk View Studio software and the processor(s) controlling an application.

s m r e T y e K

Creating a design con figuration allows users to test applications from the development computer before downloading the application to a PanelView Plus terminal. 9

Definition: Runtime Configuration: A communications path between a PanelView Plus terminal running FactoryTalk View ME Station software and the processor(s) controlling an application.

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By default, the RSLinx Enterprise network configuration in a FactoryTalk View ME application is blank. Initiate communications setup using the RSLinx Enterprise Configuration Wizard:

Communications Configuration Options

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Show & Tell:

Your instructor will show sh ow you and discuss other RSLinx Enterprise drivers.

The workstation con configuration can be used for downloading applications to a PanelView PanelView Plus terminal.

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The Communication Communication Setup editor is used used to create both both e x s design (local) and (runtime) target configurations: c n n i o v i i e L S t D R a c Network i d r Configuration o n n f Tabs a s u s t m Device Shortcut e u m c c i List o v t r C Preconfigured e o Drivers D h e s S i g r Device n p i r d e Network Mode d t Indicator n A E Offline Tag File (ControlLogix Controllers Only) 13

The following following features aid aid in network configuration: •

Device Shortcut: A communications path from the development computer (Design tab) or PanelView PanelView Plus terminal (Runtime tab) to a selected processor or controller.

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Question:

Have any of you created topics in RSLinx Classic software?

15

•

•

•

Device Shortcut List: Displays a list of user-generated shortcuts. Network Configuration Tab: Displays the active network configuration (Design or Runtime). Network Mode Indicator: Helps the user determine network status.

The network mode indicator also helps you you identify the active network configuration tab. The Design tab is usually configured online, while the Runtime tab is always configured offline.

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•

•

Offline Tag File: Allows you to browse ControlLogix tags offline using the appropriate .acd file. Preconfigured Drivers: Lets users choose from one of the following default drivers: –

–

Ethernet and EtherNet/IP combination Virtual Backplane (used with SoftLogix controllers and ControlNet communications)

17


•


18


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Activity:

As your instructor demonstrates these procedures, procedures, follow along in the associated job aid(s).

19

Demonstration Checklist: Demonstration After the demonstration, make sure you understand:

Where do you add an RSLinx Enterprise driver in FactoryTalk View Studio software? Do you know the diff erence erence between using RSLinx Enterprise and RSLinx Classic software? Did your instructor show you where to add device and device shortcuts? 20


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•


21

Practice


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Configuring FactoryTalk Security for a FactoryTalk View ME Application


•

Create FactoryTalk users and groups Setup system and product policies

2

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Being able to properly con figure security is important when: •

•

•

Securing access to certain graphic displays of your FactoryTalk View ME application. Setting up password character length and complexity Setting up log on frequency

3

FactoryTalk Security is a part of FactoryTalk Directory, which is installed with the t he FactoryTalk FactoryTalk Services Platform.

Activity: As your instructor explains centralization, access control, and windows integration features, features, write them down in your manual.

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•

Centralization: –

Centralized Authentication of User Credentials

–

Centralized Access Control

–

Centralized Management of System-Wide System-Wide Policies

All Rockwell Software products that are part of the system share those same policies. •

•

•

•

Access control: –

Line-of-Sight Access Control

–

Role-Based Access Control

Windows integration: –

Integration with Windows Security

–

No Dependence on Windows Domains

Single Sign-on Support Disconnected Operation 5

To To set up security for for a FactoryTa FactoryTalk lk View View ME application, you must log on as a user with administrative privileges to the FactoryTalk Directory server. server. If you have administrative privileges on a computer which FactoryTalk View ME software has been installed, you can use that user name and password to log onto the FactoryTalk Directory.

When FactoryTalk View ME is installed on a computer, the FactoryTalk Local Directory is automatically created.

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Use one of these methods: Start a FactoryTalk View ME software component, such as FactoryTalk View Studio.

•

•

Use the Log On to FactoryTalk utility.

Single sign-on allows one user to access multiple products in a FactoryTalk-enabled FactoryTalk-enabled system without having to log on separately to each product. As long as FactoryTalk FactoryTalk Security Services authorize the single sign-on user, there will be no further prompts to log on in the current Windows session.

k l y a r o T t y r c e o i t r c D a F e h t o t n o g n i g g o L

7

In FactoryTalk FactoryTalk Security CPR 9, single sign-on is enabled by default, so users are not prompted to log onto FactoryTalk FactoryTalk Security. If you are upgrading from CPR 7, or if you changed the default FactoryTalk security configuration, you may be prompted to log on. FactoryTalk Security allows you to reference user accounts that have already been set up in Windows. Windows. These are called Windows-linked Windows-linked users. The link symbol in the Explorer window window indicates that a user user is a Windows-linked user.

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During the FactoryTalk FactoryTalk View ME installation, the FactoryTalk FactoryTalk Services Platform install grants the Windows Administrators and Authenticated User groups full rights to FactoryTalk security aware products. For the FactoryTalk Local Directory, the Windows-linked Administrator group and a Windows-linked group called Authenticated Users is added to the FactoryTa FactoryTalk lk Directory. By default, the desktop Windows Windows user will be logged in when FactoryTalk View Studio opens. 9

Before you can add users and user groups to a FactoryTalk View ME application, the user and users groups have to be added or created in FactoryTalk Security. An administrative account has full access and is allowed to create users and groups, assign permissions, and set up system policies for an application. It is recommended that you create FactoryTalk FactoryTalk Security native user groups and setup security permissions for them. You can then populate the FactoryTalk native groups with FactoryTalk native user or Windows-linked users or Windows-linked user groups.

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Permissions determine which users can perform which actions on specific resources in the system. There are two two kinds of permissions that you you can set on resources: •

•

s n o i s s i m r e P

Allow Permissions: Permissions: Grant users permission to perform actions on resources from all computers or only from certain computers on a network. net work. Deny Permissions: Prevent Permissions: Prevent users from performing actions on resources from all computers or only from certain computers on a network. 11

Question: Can you name some resource examples that maintainers should not have access to?

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You can also remove all permissions from an object by clearing both the Allow and Deny check boxes. This allows allows the object to inherit permissions assigned at a higher level:

13

These permissions are are required for a user to be able to modify security policies: •

Common > Configure Security

•

Common > Create Children

•

•

Common > List Children Common > Read

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15

Users are added to FactoryTalk FactoryTalk Security through the Users and Groups folders in the System folder at the bottom of the Explorer window:

For more information on creating users and user groups, refer to your Job Aid. 16


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One of the first tasks you should perform when setting up security is to ensure that only a group of authorized, trusted users is able to change security settings in the FactoryTalk FactoryTalk Directory. You can do this by allowing only members of the Administrators group permission to perform the Configure Security action on the FactoryTalk FactoryTalk Directory.

t y e t S i r n u a c e C S s r p e u s U h c i h W g n i y f i c e p S 17

Definition nition:: Policies: Security and audit specifications stored by the FactoryT FactoryTalk alk Directory service. Policies apply to any FactoryTalk-enabled product that a Local or Network Directory manages. You You can set up the following policies: •

•

User Rights Assignment Settings: Determine which users can backup and restore FactoryTalk Directory contents. Audit Settings: Determine what security information is recorded while the system is in use. –

Example: Whether to log an audit message to FactoryTalk FactoryTalk Diagnostics when a user attempts an action and is allowed or denied access.


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•

Security Settings: Determine Settings: Determine general features of user accounts and passwords and whether single sign-on is in use. Examples of security policies include: –

–

How frequently passwords must be changed How many times a user can attempt to log on before the account is disabled.

19

The File menu menu allows you you to log off or or log on to FactoryTalk View Studio:

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Use the Policy Settings tab to specify security policies that aff ect ect the following: •

User, computer, and group accounts: –

Length of time for a valid session

–

Whether deleted user accounts appear in user lists

–

Number of failed log-on attempts before account is locked out

–

Whether the system keeps a record of deleted accounts

21

•

Passwords: –

Password complexity

–

Password life (days)

–

Password character length

–

Number of previous user passwords remembered

–

•

Time in advance to to warn user to change change expiring password

Log on frequency: –

Single log on to access multiple parts of the system

–

Log on to access each part of system

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The File menu menu allows you you to log off or or log on to FactoryTalk View Studio:

23

When you LogOn, you will get a prompt to enter the FactoryTalk user name and password:

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The following following are best practices practices for configuring FactoryTalk FactoryTalk security: •

•

Windows CE supports FactoryTalk native users and groups but not Authenticated users. On Windows CE terminals, Windows-linked users must be added to the FactoryTalk FactoryTalk Directory before they can be logged in.


If you expect the need to move Windows Windows accounts from one domain to another, another, avoid using individual, Windows-linked user accounts as much as possible.

25

Use Windows-linked Windows-linked user group accounts instead. Windows-linked Windows-linked user group accounts can be moved from one domain to another, while keeping security permissions for the group accounts intact. •

Always have more than one user account that is a member of the FactoryTalk Administrators group.

•

Assign permissions to groups rather than to users.

•

Assign permissions at as high a level as possible.

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•

Create FactoryTalk users and groups Setup system and product policies

27


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Has your instructor shown you how to assign permissions to a user group? How do you assign a user group to a new user? Has your instructor shown you how to setup a user so that his or her password never expires?

29


Create FactoryTalk users and groups

•

Setup system and product policies

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Practice


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Creating and Modifying Tags for a FactoryT Factor yTalk alk View ME Application


•

•

•

Create HMI tags and folders View HMI tags in the Tags editor Import and export HMI tags using .csv files Create and modify HMI tags and folders using Microsoft Excel software

2

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When creating a FactoryTalk View ME application, tags should be created in order for the application running on a PanelView PanelView Plus terminal to communicate with a controller or processor.

3

Question: Is anyone familiar with tags?

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Definition nition:: Direct Reference Tag: A data source that resides within a controller or processor. processor. Changes to a direct referenc reference e tag are immediately reflected in a FactoryTalk View ME application.

s m r e T y e K

The FactoryT FactoryTalk alk Directory component component built into FactoryTalk View ME software lets users browse directly to a tag in a processor or controller controller.. Definition nition:: HMI Tag: A data source that resides within a FactoryTalk View ME tag database. HMI tags can referenc reference e either a physical device or a location in local memory (RAM). 5

HMI folders and tags are created and viewed using the Tags editor, which also is called the Tag Database. HMI folders can be used to organize tags into logical groupings, such as for a machine or for a packaging process.

It is not necessary to create HMI tag folders. However, However, if you want to use tag folders, they must be created before you before you create the tags that are stored in that folder.

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If your application contains multiple machines that reference the same tags, you can duplicate an existing HMI folder. folder. Renaming the folder renames the tags t ags within the folder.

7

The Tags Tags editor is divided divided into the following following sections: Form View: The View: The section of the Tags Tags editor reserved for for entering and modifying tag data. •

•

Spreadsheet View: The View: The section of the t he Tags Tags editor that provides a listing of the existing HMI tags and folders.

Form View

Spreadsheet View

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The “Search For:” For:” text box in the spreadsheet spreadsheet view can be be used to find specific tags in the database. Buttons located above the Tags Tags editor can be used to perform a number of tag creation and modi fication tasks: Delete Row

Insert Row

Duplicate Tag Tag

Delete Folder

Refresh Tags Editor

Create Folder

Duplicate Folder

DB Browse

9

For most application needs, the use of direct reference tags is preferred. However, HMI tags must be used for the following situations: •

•

When values from a direct reference tag require scaling or off setting, setting, the resulting value must be stored in an HMI tag. When a tag being referenced requires speci fic minimum and maximum values, an HMI tag is required.

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HMI tags are classified based on the type of information received received from a data source. Users can choose from the following tag types: •

Analog Tags: Store a numeric value based on a range of values defined for the tag.

s e p y T g a T I M H

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Question: Can anyone give an example of what an analog tag can be used for?

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•

•

Digital Tags: Store a numeric value of either 0 or 1. They are used to store a device’s on or o ff state. state. String Tags: Store ASCII characters, including whole words. The maximum allowable allowable string size is 82 82 characters.

13

In the Tags editor, the form view of a tag changes based on the selected data source. HMI tags can be classified as follows: •

•

Memory Tags: Reference a memory location within the FactoryTalk View data table. Device Tags: Reference data stored in external controllers or processors. processors.

s e c r u o S a t a D g a T

Show & Tell: Your instructor will explain and show you where the system tags are located.

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System tags are specialized read-only memory tags that are created automatically along with a new application. These tags reference information such as system time and date or the logged-in user. user. If the tag references a memory location, users can de fine a starting value for the tag and whether the tag value is retained when an application is closed and reopened:

Starting Tag Value Tag Value Retention 15

Users can select the data source for a device tag using the Tag Tag Browser:

Tag Address

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Keep the following points in mind when creating analog tags: •

Choose from the following data types: –

Unsigned integer (16 bits)

–

Integer (16 bits)

–

Long integer (32 bits)

–

Floating point (32 bits)

–

Byte (8 bits)

–

–

Three-digit BCD (binary-coded decimal) Four-digit BCD

s p i T n o i t a e r C g a T g o l a n A

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BCD data types are reserved for Allen-Bradley devices that use direct driver nodes. Using this data type with an OPC server (i.e., RSLinx Classic software) can produce unexpected results.

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•

•

•

For analog tags that use Device as the data source, select the data type that matches the format stored in the controller or processor. When entering scale and off set set values, use the decimal point (.) as the decimal symbol, regardless regardless of the symbol specified in the Regional Settings of the Windows Control Panel. Use the following formulas when scaling data: –

FactoryTalk FactoryTalk View value = (data source value X scale) + o ff set set

–

Data source value = (FactoryTalk View value -- o ff set) set) / scale

19

If you are using HMI tags from a previously created application, use the Tag Tag Import and Export Wizard to manipulate tag database files:

Import and Export Options

I s e M l H i F g v n s i t c r . o g n p i x s E u d s n g a a g T n i t r o p m I

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Show & Tell: Your instructor will explain and show you how to access the Tag Tag Import and Export Wizard.

When merging HMI tag databases, you must open two instances of FactoryTalk View ME software. For additional help, see the FactoryTalk View ME and PanelView Plus Procedures Guide or the online FactoryTalk View ME Help system.

21

Certain tag properties can be modi fied using the Tags Tags editor; however however some properties properties (i.e., tag name) can only be modified by exporting the HMI tag file and opening the corresponding .csv file using Microsoft Excel software:

Folders Section

Tag Section

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•

•

•

Create HMI tags and folders View HMI tags in the Tags editor Import and export HMI tags using .csv files Create and modify HMI tags and folders using Microsoft Excel software

23


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Do you know where to create HMI tags and folders? Do you know where to view a listing of existing HMI tags and folders? Has your instructor shown you the import and export options in the Tag Import and Export Wizard? How can you modify an existing tag name? 25


Create HMI tags and folders

•

View HMI tags in the Tags editor

•

•

Import and export HMI tags using .csv files Create and modify HMI tags and folders using Microsoft Excel software

26


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Practice


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Adding and Configuring FactoryTalk View ME Graphic Displays


•

•

•

Add an existing graphic display to a FactoryTalk View ME application Add a new graphic display to a FactoryTalk View ME application Configure graphic display settings Customize the layout of FactoryTalk View ME software

2

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You will perform these tasks in the following situations: •

•

•

To To speed the overall overall development development process To To help ensure an application application has a consistent look and feel To To help programmers programmers more easily easily access common development tools

3

Accessing the Displays folder from the t he Explorer window allows users to create new graphic displays, add existing graphic displays, or import/export a display to an application: New Display

Existing Display Export/Import Display

Displays Folder

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Graphic displays are identified by a .gfx extension. 4


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The Standard toolbar toolbar provides shortcuts shortcuts to creating a new graphic display as well as performing per forming other application-wide tasks:

Create New Display

Print Display

Save Display

Open Application

Show/Hide Explorer Window

Create New Application Test Application

Open File Transfer Utility

5

The General tab of the Display Settings dialog dialog box allows users to define how the graphic display will look during runtime:

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Other graphic display settings on the tab become active or inactive based on the display type selection.

7

The Behavior tab allows users to define how a display will behave at runtime:

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Keep the following points in mind when configuring the maximum tag update rate (how often tag data is sent from a processor or controller) for a graphic display: •

The default update rate is 1 second. second.

s e c i t c a r P t s e B g n i t t e S y a l p s i D

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Question: What are some factors that would lead to an update rate longer than 1 second?

•

•

The update rate rate should not be faster faster than a controller or runtime device can respond. For most applications, an update rate of 0.5 seconds is acceptable.

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FactoryTalk View Studio provides several features that can aid in the development of graphic displays. Users can choose from the following options: •

•

•

•

•

Enabling or disabling the status bar, diagnostics list, or Workbook mode Viewing graphic displays in grayscale Floating or docking toolbars Showing or hiding the Application Explorer window Configuring grid settings

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By default, the status bar and the diagnostics list at the bottom of the FactoryTalk View Studio screen are enabled when the software soft ware opens.

Question: Why would you want to close the status bar and the diagnostics list at the bottom of the screen?

t s i L s c i t s o n g a i D d n a r a B s u t a t S 12


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Users can also undock the diagnostics list, creating a floating dialog box that can be moved to any location within the software window:

Floating Diagnostics List

The Diagnostics list can can be configured using the Diagnostics List Setup editor. editor.

When Workbook mode is enabled, users can navigate between multiple open graphic displays by clicking the appropriate tab at the bottom of the project window:

Workbook Mode Tabs

13

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The PanelView PanelView Plus 400 and and PanelView PanelView Plus 600 terminals display graphics in grayscale. If you are developing an application for one of these terminals, you can configure FactoryTalk View Studio for grayscale display.

s y a l p s i D e l a c s y a r G

15

In addition to the standard toolbar, FactoryT FactoryTalk alk View ME software provides a number of toolbars that can speed up the creation of graphic displays: •

Graphics

•

Objects

•

Alignment

•

States

•

Pattern styles

•

Back styles

•

Foreground Foreground and background colors

The available toolbars vary based on whether whether or not you have an open graphic display.

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Depending on your preference, preference, toolbars can be docked above the project window or float anywhere within the window: Docked Toolbar

Floating Toolbar

17

Closing the Application Explorer window can provide a larger area in which to view and develop graphic displays:

w g n o i d s o n l i C W r e r o l p x E n o i t a c i l p p A

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Enabling a grid for FactoryTalk View ME graphic displays provides a reliable method for lining up graphic objects on the display:

n o i t a r u g fi n o C d i r G

Grid Lines

19

Question: Does anyone know what the snap-to-grid feature does?

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•

•

•


21

Activity: As your instructor demonstrates these procedures, follow along in the associated job aid(s).

22


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: How do you add an existing graphic display to a FactoryTalk View ME application? Did your instructor show you how to add a new graphic display to a FactoryTalk View ME application? Has your instructor shown you how to add a title bar to a graphic screen? Do you know how to float or dock toolbars? Do you know how to turn the grid on and o ff ? 23


•

•

•


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102

Creating and Manipulating Graphic Objects in FactoryTalk View ME Graphic Displays


•

Create and configure graphic objects Add graphic library objects

•

Manipulate graphic objects

•

Arrange graphic objects

•

Rotate graphic objects

•

•

Modify object properties using the Property Panel and Object Explorer Convert graphic objects to wallpaper 2

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You will perform these t hese tasks in the following situations: •

•

•

•

Create and configure graphic objects to customize graphic displays for an operator. Manipulate graphic objects to improves user interaction with a FactoryTalk View ME application. Eff ectively ectively use Property Panel and Object Explorer to save development time since you can perform edits to multiple graphic objects at the same time. Convert static graphic objects to wallpaper to reduce the amount of memory needed to run an application on a PanelView PanelView Plus terminal.

Definition nition:: Drawing Objects: Lines and geometric shapes (i.e., ellipses, polygons) that t hat can be added to graphic displays.

3

s m r e T y e K

Definition nition:: Graphics Library: A collection of files that contain pre-designed graphic objects that t hat can be incorporated with existing graphic displays. Users can modify items in the Graphics Library or create new library files. 4


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Text Text and graphic objects objects are used to provide provide operators with an accurate representation of the machine or process they are controlling and monitoring.

s g t n c i e r j u b g fi O c n i o h C p d a r n G a g n i t a e r C

5

Question: Does anyone have previous experience working with HMI development software?

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The Objects menu provides provides a list of available available tools. tools. The drawing objects objects submenu is used when when creating text and graphic objects:

u n e M s t c e j b O

Drawing Objects Submenu

7

The Objects toolbar provides provides shortcuts to creating creating basic graphic objects:

Basic Drawing Objects

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Users can access a graphic object’s Properties dialog box to modify an object’s size, color, position on the graphic display and other features. The options available available from the dialog dialog box change based on the graphic object you are working with:

Text Properties Dialog Box

Adds Numeric, String, or Time and Date Variables

x o B g o l a i D s e i t r e p o r P t c e j b O

9

Graphic library files can be accessed from the Application Explorer window:

Objects from an open library file can be dragged (or copied and pasted) to another graphic display. display. © 2012 Rockwell Automation, Automation, Inc. All rights reserved. CGOv9701

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Individual images in the Graphics Library can be created or imported from the following file types: •

Bitmap files (.bmp)

•

JPEG files (.jpg)

•

AutoCAD files (.dxf (.dxf))

•

Windows metafiles (.wmf (.wmf))

Use .bmp files whenever possible, because the files remain a static size at runtime. Using a compressed file (such as a .jpg file) can result in unexpected memory use at runtime.

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The Graphics toolbar toolbar,, the Arrange menu, menu, and the Objects menu all perform speci fic tasks when manipulating graphic objects.

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Question: How many of you have used the graphics tools in Microsoft Office?

13

One key component to manipulating graphic objects is the ability to resize them. The following following tools are available available for resizing resizing graphic objects: •

•

The Common tab of a graphic object’s object’s Properties Properties dialog box box lets users change the t he object size using pixel measurements. measurements. Selected graphic objects are surrounded by handles, which can be dragged to create the desired size.

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The Graphics toolbar toolbar provides provides shortcuts to performing the following graphic manipulations:

Cut

Copy

Flip Space Vertical Vertical Paste Duplicate Space Flip Horizontal Horizontal

Send To Zoom Group Back In Ungroup Bring To Front

Undo

Redo

Zoom Out

Show/Hide Object Explorer

Show/Hide Property Panel 15

When working with complex graphic objects, the following commands are commonly used: •

Space Vertical and Space Horizontal provide a uniform distance between graphic objects.

You must have a minimum of three graphic objects selected to use these commands.

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•

Group and Group and Ungroup help Ungroup help combine individual graphic objects into a single unit (or break a previously grouped object into its individual components).

It is not necessary to ungroup a grouped graphic object to modify the properties of a single component of the th e group. •

•

Bring to Front and Send to Back help organize graphic objects that are stacked on top of one another. another. Flip Vertical and Flip Horizontal change the orientation of a graphic object.

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The Arrange menu menu can also be used to manipulate graphic objects:

Alignment Tools Available from Arrange Menu

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The Rotate tool on on the Objects menu allows allows users to rotate selected graphic objects:

Rotates Graphic Object

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The Rotate tool works works with all drawing drawing objects except text, except text, images, panels, and rounded rectangles.

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The Property Property Panel and Object Explorer Explorer provide advanced graphics modification and troubleshooting techniques. Both tools can be accessed from the Graphics toolbar.

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The Property Property Panel can be used as an an alternative to an individual graphic object’s object’s Properties dialog box, or it can be used to modify properties of multiple graphic objects at the same time: Name of Selected Graphic Object(s)

Graphic Object Properties

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The Object Explorer Explorer can be used to access access properties properties of individual graphic objects that have been grouped. Selecting an object from the Object Explorer activates the handles surrounding the selected graphic object: Handles Around Selected Object Filler

Capper

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When creating complex graphic displays, a common best practice is to convert some graphic objects to wallpaper in an e ff ort ort to reduce the size of a graphic display. Do not convert a graphic object to wallpaper if you plan to animate the object. If you convert multiple graphic objects to wallpaper and later decide to animate one of the objects, you must first unlock all wallpaper objects and then reconvert reconvert the static graphics back to wallpaper.

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•

Create and configure graphic objects Add graphic library objects

•


•


•

Rotate graphic objects

•

•

Modify object properties using the Property Panel and Object Explorer Convert graphic objects to wallpaper 25


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Has your instructor shown you the Objects menu and the Objects toolbar? Do you know how to add a graphic from the Graphics Library? How do you know when a graphic object is selected? Has your instructor shown you how to arrange graphic objects? Continued 27

Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Can you name several drawing objects that cannot be rotated? Why would you want to use the Property Panel and Object Explorer? Why would you want to convert graphic objects to wallpaper?

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Create and configure graphic objects

•

Add graphic library objects

•


•


•

•

•

Rotate graphic objects Modify object properties using the Property Panel and Object Explorer Convert graphic objects to wallpaper 29

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Creating and Configuring Interactive Controls in a FactoryTalk View ME Application


•

•

•

•

•

Create and configure pushbuttons Assign function keys to interactive objects Create and configure indicators Create a gauges, bar graphs and scales Create and configure numeric and string displays Test Test graphic displays displays and FactoryT FactoryTalk alk 2 View ME application

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Properly adding and configuring interactive controls in a FactoryTalk View ME application is important when: •

•

Users want to control applications on a keypad-only PanelView PanelView Plus terminal. Operators want to be able to tell at a glance if a machine or process is operating normally

Testing Testing graphic displays displays and the entire entire application is a good ideal when you want to identify potential programming errors and be able to fix them before the application is downloaded to a PanelView Plus terminal. 3

Pushbutton creation relies on the use of the Objects menu or Objects toolbar.

Objects menu provides choice of button types.

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The Objects toolbar provides provides shortcuts to creating creating pushbuttons: Latched Pushbutton

Multistate Pushbutton

Momentary Pushbutton

Ramp Pushbutton

Interlocked Pushbutton Maintained Pushbutton

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Pushbuttons are configured using the Properties dialog box. The configurable properties vary based on the pushbutton being created:

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Show & Tell: Your instructor will show sh ow you and explain the diff erent erent tabs in the Properties dialog box.

7

When configuring parameters in the Connections tab, the t he Tag Tag Browser will will help assign direct-refere direct-reference, nce, HMI, or system system tags to a pushbutton:

Direct-Reference Tags

HMI Tags System Tags

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When assigning a connection to a pushbutton’s pushbutton’s Value control, control, you must use a valid tag. t ag.

9

Each available pushbutton operates in a slightly diff erent erent manner. The pushbutton you choose for an application is based on the expected behavior of the pushbutton.

Do not use a pushbutton within your FactoryTalk View ME application as an emergency stop. An emergency stop button should always be physically wired to the machine.

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Momentary pushbuttons change from an initial state to a new state when an operator presses the pushbutton. When the pushbutton is released, it returns to the initial state. FactoryTalk View ME software users can choose from the following three momentary pushbutton types: •

•

•

Normally Open Normally Closed Value

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Activity: As your instructor reviews the momentary pushbutton types, write down the functions of each in your manual

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A maintained maintained pushbutton pushbutton acts like a hardwired switch. The pushbutton changes changes from its initial state to to a new state when it is pushed and released. When the pushbutton is pushed a second time, it changes back to the initial state.

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A latched latched pushbutton pushbutton changes from its its initial state to a new state when the button is pressed. The pushbutton holds this value value until it is unlatched by a separate handshake (read or write acknowledge) control.

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Question: What is the diff erence erence between a maintained pushbutton and a latched pushbutton?

15

A multistate pushbutton pushbutton changes from state to state with each press of the pushbutton. When the pushbutton reaches its last configured state, the next pushbutton pressed returns to the initial state. Users can assign up to 256 unique states to a multistate pushbutton.

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Interlocked pushbuttons pushbuttons are a group of buttons that share the same control tag. When one pushbutton is pushed, its new value is sent to the tag. If a second pushbutton in the group is pushed, its value is sent to the tag, and the first pushbutton returns to its initial state. Even though interlocked pushbuttons work as a group, group, each pushbutton must be created individually.

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Ramp pushbuttons change the value of a tag by a given increment. These pushbuttons can be configured to allow a continuous value change when the pushbutton is held down. Ramp pushbuttons are typically used in pairs.

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Display navigation pushbuttons allow users of a FactoryTalk View ME application to view graphic displays on an as-needed basis:

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Display navigation objects and the Shutdown pushbuttons have the following uses: •

Goto Display Pushbuttons

•

Display List Selectors

•

Close Display Pushbuttons

The Close Display Display pushbutton should only be be used with On Top displays. Adding a Close Display pushbutton to a Replace display will cause an error at runtime. Configuring display navigation objects is similar to configuring pushbuttons. 20


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•

Shutdown Pushbuttons

If a Shutdown pushbutton is not created for a FactoryTalk View ME application, users will not be able to modify configuration settings on the PanelView PanelView Plus terminal.

Shutdown pushbuttons and Close Display pushbuttons are configured in a similar manner. manner.

21

Activity: As your instructor reviews the display navigation objects and shutdown pushbuttons, write down the functions for each in your manual.

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Adding key navigation pushbuttons to a display list selector can help the operator more efficiently use the object. These key navigation navigation pushbuttons are are typically used with display list selectors: Move up •

•

Move down

•

Enter

The properties used to to configure key navigation pushbuttons are similar to those used to configure pushbuttons or display navigation objects.

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Numeric input enable pushbuttons are specialized pushbuttons that allow operators to write numeric data directly to a speci fied tag. When an operator pushes the pushbutton, a data entry pad appears: Operator Pushes Button

Data Entry Pad Opens

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When creating a numeric input enable pushbutton, you can choose one of the following data entry pads: •

•

A keypad, which can be used with touch-enabled PanelView PanelView Plus terminals. When this option is selected, a numeric pad appears on the terminal screen. A scratchpad, which can be used with keypad-only PanelView PanelView Plus terminals. When this option is selected, a window opens that does not contain a keypad.

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Question: What type of data entry pad is shown in the previous graphic?

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The numeric input enable enable pushbutton can also be programmed as a ramp pushbutton, which automatically increases the corresponding tag value without opening a keypad or scratchpad.

27

If you are developing a FactoryTalk View ME application that will run on a keypad-only PanelView PanelView Plus terminal, you can assign a function key to operate a pushbutton, display navigation pushbutton, or Shutdown button.

You can assign the same function key (i.e., F1) on multiple graphic displays. However, you cannot assign the same function key to multiple graphic objects on the same display.

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Indicators provide operators with visual clues as to how a machine or process is operating.

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Question: Are you familiar with types of indicators?

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FactoryTalk View ME software provides the following indicator types: •

Multistate: Displays Multistate: Displays the current state of a process or operation by showing a di ff erent erent color, caption, or image for each assigned state.

Multistate Indicator

31

•

Symbol: Shows Symbol: Shows the state of a process or operation at a glance, without the use of additional text: –

–

Can be configured to have a similar appearance to multistate indicators. Diff erent erent properties for each state (i.e., color, blinking) can be configured to alert operators to changes that have occurred.

Symbol Indicator

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•

List: Displays List: Displays all assigned states within a process or operation and highlights the current state.

List Indicator

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Gauges and bar graphs provide a way to estimate machine or process values in situations where a precise measurement is not necessary. Similar to indicators, the use of color in gauges and graphs can assist the operator in spotting abnormal values. By default, gauges include a numeric scale. If you want to add a scale to a bar graph, you must use the scale graphic object and add the scale values manually using the text object.

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One advantage to using bar graphs and gauges is that you can use color to de fine specific threshold values for the graphic object.

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Question: What other uses can you think of for setting threshold values?

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For example, the color of a gauge can change from green to red when the associated tag reaches 90 percent of its maximum value:

Bar Graph and Scale

Gauge

Threshold Value

37

If you want the gauge to display threshold values, you must use the “Fill” gauge needle sweep style.

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Numeric and string display objects present operators with data stored in direct-reference, HMI, or system tags. Numeric displays can be used to provide data such as the temperature of an oven. String displays can show text messages that provide operator operator instructions when a specified event occurs: String Display

Numeric Display

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FactoryTalk View ME software provides built-in tools that you can use to test individual graphic displays as they are created. Testing Testing the graphic display ensures that interactive objects are connected to the appropriate tag. If you forget to assign a tag to a graphic object, the unexpected behavior seen while testing the graphic will alert you to a potential issue:

Numeric Display with Unassigned Tag

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When you test the entire FactoryTalk View ME application, it will run exactly as it would if it were downloaded to a PanelView PanelView Plus terminal. This allows you to test features (i.e., display navigation buttons) that cannot be tested from a single graphic display.

Testing Testing an application application is not the same as testing a display. A test application will run according to the settings found in the Startup Star tup editor. editor.

41

It is necessary to assign an initial graphic that will be displayed when an application is run on a terminal or station. The initial graphic is assigned within the Startup editor:

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•

•

•

•

•

Create and configure pushbuttons Assign function keys to interactive objects Create and configure indicators Create a gauges, bar graphs and scales Create and configure numeric and string displays Test Test graphic displays displays and FactoryT FactoryTalk alk View ME application 43


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Did your instructor show you the Objects menu and the Objects toolbar when creating and configuring pushbuttons? Why would you want to assign function keys to interactive objects? Why would you want to create and configure indicators in your application?

Continued 45

Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Do you know how to create and configure gauges, bar graphs, and scales? Did your instructor show you how to create and con figure numeric and string displays? Why is it a good idea to test graphic displays and the entire application?

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•

•

•

•

•

Create and configure pushbuttons Assign function keys to interactive objects Create and configure indicators Create a gauges, bar graphs and scales Create and configure numeric and string displays Test Test graphic displays displays and FactoryTalk View ME application 47

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Configuring Security for FactoryTalk View ME Displays


•

•

Configure FactoryTalk View ME runtime security Secure FactoryTalk View ME graphic displays Create and configure login and logout buttons

2

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It is a good idea to apply security to users and graphic displays when you want to prevent unauthorized access to an application. Creating and configuring login and logout buttons is important when you want to ensure a more secure application.

3

Setting up security for a FactoryTalk View ME application involves the following basic tasks: •

Planning security for the application

•

Setting up basic elements of the security system

•

•

Setting up access to application resources resources secured at the FactoryTalk FactoryTalk Directory Setting up access to HMI project components secured in FactoryTalk View ME software

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When designing a complete control system, consider which parts of the application you want to secure and to what extent. Before you begin setting up security, consider the following: The roles that participating users, groups groups of users, software, computers, and network devices are to play in the application •

•

The types of user groups groups for which which you want to set up accounts

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Question:

Why might you want to set up group accounts?

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•

•

•

•

•

The levels of access access you want want to allow to the FactoryTalk FactoryTalk Directory, the application, and areas within the application Whether some user groups should have access to resources only from specific computers or groups of computers Which HMI project components you want to secure, including graphic displays Which groups of users or individual users should be able to set up security for the application Which system-wide security policies are appropriate for the control system

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For applications requiring password-protected password-protected screens at runtime, there are two ways you can create user names and passwords: •

•

Create user names and passwords in your FactoryTalk View ME application Activate existing users and passwords from a Windows domain or group

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The Runtime Security editor editor is used to configure user accounts:

16 Security Codes (A through P)

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You can configure up to 255 unique user accounts. Each FactoryTalk View ME application is created with a “Default” account that has access to all security codes (A-P).

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Question:

How do you deactivate the “Default” account?

11

You cannot delete the Default account. If you do not want the Default account to have access to some security codes, once you have created your user accounts, deactivate the Default security codes.

You must leave at least one security code active in the Default user. user.

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These same codes codes are used when configuring security on graphic displays. The “value” of each security code is defined by the user. Therefore, Therefore, a graphic display with security code code “P” is not necessarily more “secure” than a graphic display with security code cod e “D.”

13

To To prevent prevent unauthorized access to specific displays, you can set up screen security codes. Access to screen security codes is provided from the Display Settings dialog box:

Asterisk allows any user to access the graphic display.

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When defining security codes for graphic displays, make sure that the assigned code matches the code of the user(s) who are permitted to access the display. display.

Assign the security code for the startup display to the DEFAULT user, or else the startup display won’t won’t open. If the startup display uses the * security code, you can assign any code from A to P to open the t he display. 15

At runtime, if a logged in user does not have access to a selected graphic display, display, the display is not shown and an error message is written to an activity log:

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When designing your application, make sure that the graphic display that opens at application startup is accessible for the Default user. Otherwise, the application will not operate.

If the initial graphic display is used to log users into and out of the application, make sure the security code is set to the t he asterisk (*).

17

The following following types of security can be configured for FactoryTalk View ME graphic displays: •

Security by Exclusion: Access to the system for all users (except a system administrator) is restricted to a few specific screens.

When utilizing security by exclusion, be sure to assign security codes only to the restricted displays. The corresponding corresponding codes for the restricted displays are assigned only to a system administrator (or other designated individual).

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•

Security by Inclusion: Access to nearly the entire system is provided to the operators. Use this method when all users will be accessing the majority of a system.

When utilizing security by inclusion, assign security codes to all displays, using diff erent erent codes for the system segments that are protected. Then, make sure the user account access codes match the graphic display codes.

19

Login and logout buttons help control access to protected applications and graphic displays.

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Login and logout buttons can be accessed from the Objects toolbar or from the Advanced submenu of the Objects menu:

Login and Logout Button Options

21

If you are using security by inclusion, a common way to control user login and logout is with a dedicated screen.

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Question:

How are Login and Logout buttons con figured?

23

At runtime, clicking the login button opens a pop-up menu. From here users can click either the t he User or Password buttons:

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When a button is clicked, a pop-up keyboard opens that can be used to enter user name and password information:

At runtime, the logout button resets the current user to Default. 25

The following following are the best practices practices for configuring security for FactoryTalk ME displays: •

For the CPR 9 version of FactoryTalk View ME software, users are no longer associated with applications; they are associated with the FactoryTalk Directory. –


If you are deploying a FactoryTalk FactoryTalk View ME application, be sure to back up and restore both the application and the FactoryTalk FactoryTalk Directory or you will have to recreate the users on the runtime machine.

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•

Before creating a new application, back up the Local FactoryTalk FactoryTalk Directory System folder as Default.bak. –

–

•

You will restore and use this default FactoryTalk Directory file each time you create a new application. This provides you a method to restore restore the default default FactoryTa FactoryTalk lk Directory configuration before starting a new project.

Be sure to restore the Default back up of the Local FactoryTalk Directory any time you are creating a new application. –

This ensures that a known known Administrator account exists and that that you start with a clean directory (no other users have been added).

27


•

•


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Activity:


29


Do you know how to turn on and off security security codes for a user? When securing FactoryTalk View ME graphic displays, do you know what the asterisk (*) indicates? Do you know how to con figure a FactoryTalk View ME graphic display for security by exclusion? Did your instructor show you how to create and configure Login and Logout buttons? © 2012 Rockwell Automation, Automation, Inc. All rights reserved. CSFv9701

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•

•


31

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Creating and Managing FactoryTalk View ME Runtime Files


•

•

Create a FactoryTalk View ME runtime application Download a FactoryTalk View ME runtime application Load and run a FactoryTalk View ME application using a PanelView PanelView Plus terminal Continued 2

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•

•

Back up a FactoryTalk View ME runtime application Compare remote and local FactoryTalk View ME runtime applications Restore a runtime application file

3

You need to successfully download a FactoryTalk View ME runtime application to a PanelView Plus terminal before the application can be run on the terminal. A runtime application needs to be converted to a development file before modifications to the FactoryTalk View ME application can be made.

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Before you download a FactoryTalk View ME application, you must create a runtime file. A runtime file can be identi fied by its .mer extension.

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Question: What is a .mer file?

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During the creation of a runtime file, a progress bar keeps you informed of key events in the process:

7

Once a runtime file has been created, The file transfer utility is used to perform the th e following tasks: •

Download files to a PanelView PanelView Plus terminal

•

Upload files from a PanelView Plus terminal

•

Compare remote and local versions of .mer files

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When downloading a file to a PanelView Plus terminal, the File Transfer Utility provides the following user-configurable options: Location of .mer File

Application Options

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The download con configuration must be created before launching before launching the File Transfer Utility.

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After you have selected the file to be downloaded, you can: Rename the .mer file

•

•

Choose a storage location on the PanelView Plus terminal: –

Internal storage (terminal memory)

–

External storage (optional Compact Flash card) Guideline

For improved improved performance, it is recommended that you run applications from the internal storage location. •

Run the application when the download is complete

•

Replace the existing communications configuration

11

FactoryTalk View ME applications can be downloaded to a target terminal in one of the following two ways: •

Direct network connection to a terminal

•

Remote download to a Compact Flash memory card

When downloading a FactoryTalk View ME application, a progress window opens on the development computer computer but not on the target t arget terminal.

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A direct network connection requires the use of RSLinx Enterprise software.

If you are connecting to a network other than Ethernet or EtherNet/IP, be sure that the appropriate network driver has been created. See the procedures guide or the online FactoryTalk View ME Help system for more details.

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When using a direct connection, make sure that the th e PanelView PanelView Plus terminal(s) you will be downloading to are added to the Communications tab of the Explorer window:

Communications Tab

PanelView Plus Terminal on Network

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If a direct connection between the development computer and the target terminal is not available, you can save the runtime file to an external Flash memory card. The card can then be be used to load the application application directly to the terminal.

d a o l n w o D e t o m e R

When transferring an application from a development computer computer to an external memory card, you must save the .mer file to the following directory: \Rockwell Software\RSViewME\runtime Software\RSViewME\runtime..

15

Rockwell Automation off ers ers external memory cards in the following sizes: •

128M

•

256M

•

512M

The 2711P-RCH 2711P-RCH Compact Flash to PCMCIA Adaptor Adaptor is used to load runtime applications from a PC to the Compact Flash memory card.

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Once a .mer file has been downloaded to the PanelView PanelView Plus terminal, the application can be loaded into the terminal’s active memory and run.

Downloading an application only puts the file in a storage location on the terminal; loading adds the file to the terminal’s active memory.

Only one application can be running at a given time.

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When backing up a file to a PanelView PanelView Plus terminal, the File Transfer Utility provides the following user-configurable options: Current Location of .mer File Name of File to Back Up New File Name (Optional) Storage Location for Backup File Download Configuration

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Keep the following points in mind when backing up .mer files: •

•

If you do not want to replace an existing .mer file on your computer with the uploaded file, use the Upload As feature. The backed up file can then be downloaded to a di ff erent erent terminal or converted to a development file for further editing.

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The file comparison feature is used to determine whether a .mer file stored on a PanelView PanelView Plus terminal is identical to a .mer file stored on your computer: Storage Location of Remote File Name of Remote File Name and Storage Location of Local File

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The Application Application Manager is used to convert a runtime (.mer) file to a development (.med) file:

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Keep the following points in mind when restoring a runtime application: •

•

•

This feature can only be used with with .mer files created in version 5.0 or later of the software. Files created with earlier versions cannot be restored using the Application Manager. Developers can choose to prevent users from restoring a runtime file, or the runtime file can be password-protected. password-protected.

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•

•

•

•

•

Create a FactoryTalk View ME runtime application Download a FactoryTalk View ME runtime application Load and run a FactoryTalk View ME application using a PanelView PanelView Plus terminal Back up a FactoryTalk View ME runtime application Compare remote and local FactoryTalk View ME runtime applications Restore a runtime application file

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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Do you know what the file extension is for a runtime file? Do you know what tool is used to download files to a PanelView PanelView Plus terminal? Has your instructor shown you how to load and run an application using a PanelView PanelView Plus terminal? Continued 25

Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Has your instructor shown you where to back up a runtime application? Why would you want to compare remote and local runtime applications? What happens when you restore a runtime application using the Application Manager?

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•

•

Create a FactoryTalk View ME runtime application Download a FactoryTalk View ME runtime application Load and run a FactoryTalk View ME application using a PanelView PanelView Plus terminal

Continued 27


•

•

Back up a FactoryTalk View ME runtime application Compare remote and local FactoryTalk View ME runtime applications Restore a runtime application file

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Configuring Basic Animation for FactoryTalk View ME Objects


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•

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Configure visibility animation for graphic objects Configure fill animation for graphic objects Configure height or width animation for graphic objects Configure position animation for graphic objects Continued 2

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Create an expression within an animation Configure color animation for graphic objects Configure rotation animation for graphic objects Configure slider animation for graphic objects 3

Configuring basic animation for FactoryTalk View ME objects is important when wanting to provide a visual representation of a process based on a dynamic tag value or a tag’s value that results from an expression.

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Animation can be used to a ff ect ect how a graphic object behaves at runtime. It allows programmers programmers to change the appearance of an object based on the evaluation of a selected tag or a created expression.

Drawing objects (i.e., rectangles, ellipses, freehand drawings) can be configured with a range of animation types. Interactive objects (i.e., pushbuttons, indicators) only support visibility animation.

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You can assign multiple types t ypes of animation to the same graphic object. 5

Once a graphic object is selected, the Animation menu lists the available options:

You can also copy and paste animations from one graphic object to another. 6


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The copy and paste feature feature applies to all animations applied to a graphic object; you cannot choose to copy individual animation configurations.

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Question: What is the most commonly used type of animation?

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The tabbed Animation Animation dialog box box lets you assign multiple multiple animation types to the same graphic object. Although each animation is configured in a slightly di ff erent erent manner, the following features features are found on each animation tab:

Button to Launch Tag Browser Expression Box Button to Launch Expression Editor

9

You can then either type an expression in the expression box or use the Tag Tag Browser and Expression editor features to populate the expression box. To To reduce the likelihood of errors, errors, it is recommended recommended you use the Tag Browser and Expression editor when configuring animation.

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Definition nition:: Visibility Animation: Lets users show or hide a graphic object when the value of a tag or expression changes.

Invisible objects cannot be selected, and mouse clicks on the object pass through to any object underneath.

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The Visibility Visibility tab of the Animation Animation dialog box lets users decide when objects are visible or hidden:

Determines Behavior of Graphic Object When Expression Is True

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Definition nition:: Fill Animation: Changes the fill level of a graphic object when a tag or expression changes.

The object’s object’s fill level is proportional to the minimum and maximum values assigned to an expression.

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The Fill tab of the Animation dialog dialog box lets users con configure the following properties:

Minimum and Maximum Values

Fill Direction

Fill Percentage

Inside Only Check Box

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Activity: As your instructor explains the function of the Inside Only check box, write it down in your manual.

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Definition nition:: Height/Width Height/Widt h Animation: Changes the size of a graphic object when a tag or expression changes.

The object’s object’s height or width is proportional proportional to the minimum and maximum values assigned to an expression.

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The Height tab of the Animation dialog box box lets users configure the following properties:

Change Percentage


Anchor Point

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Activity: As your instructor explains the diff erences erences between the Height and Width tabs, write them down in your manual.

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Definition nition:: Position Animation: Used to simulate movement of a graphic object along a horizontal and/or vertical axis as a tag value or the result of an expression changes.

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FactoryTalk FactoryTalk View ME software provides the Object Smart Path feature, which lets users drag a graphic object to the starting and ending point, rather than having to set the object’s off set set in pixels:

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The Horizontal Position Position tab of the Animation Animation dialog box lets lets users configure the following properties:


Off set set

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Activity: As your instructor explains the diff erence erence between the Horizontal Position and Vertical Position tabs, write it down in your manual.

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In addition to controlling animation with tags, the Expression editor can be used to add more precision to your animation control by specifying conditions under which animation occurs:

Syntax Validation

Available Functions

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Provides Access to Tag Browser 23

Use the Expression editor to create: “If-Then-Else” statements

•

•

Logical statements (i.e., AND, OR, NOT)

•

Relational statements (i.e., greater than, less, than, th an, etc.)

If you are combining relational statements and logical statements in an expression, be sure to enclose the complete relational statements in parentheses.

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•

•

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Arithmetic statements (i.e., addition, subtraction, etc.) s statements (i.e., AND, OR, XOR, bit shift instructions, etc.) Functional statements (i.e., advanced mathematical functions, security codes)

The syntax validation validation feature will will check to see if the expression you created is valid. If an expression is not valid, the software indicates the location(s) of the invalid information.

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Definition nition:: Color Animation: Used to make a graphic object change color as a tag value, or the result of an expression evaluation, changes.

Keep the following points in mind when working with color animation: •

You can specify up to 16 color changes for any object.

•

Colors can be solid or blinking.

•

Configurable options include: –

Value (or threshold) at which the color changes

–

Foreground and background colors

–

Blink rate

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The Color tab of the Animation dialog dialog box lets users configure the following properties:

Number of Thresholds

Threshold Value Blink Rate

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Definition nition:: Rotation Animation: Used to make an object rotate around an anchor point. Keep the following points in mind when working with rotation animation: •

•

•

The amount of rotation rotation is based on a tag value value or the result of a logical expression. The angle of rotation rotation of the object is proportional proportional to the value of the expression. The anchor point of an an object can be located located inside or outside of an object.

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The Rotation tab of the Animation dialog box box lets users configure the following properties:


Center of Rotation Rotation Angles

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Definition nition:: Slider Animation: Creates a graphic object that can control the value of a specified tag. You define a path for the object, then use the mouse to move the object along its path. The pixel position position of the object is translated translated into a value that is written to the tag. If I f the tag value is changed externally, the position of the slider will change as well. A tag that has values controlled by slider animation can be used in an expression to attach animation to another object or group of objects.

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The Vertical Vertical Slider tab of the Animation Animation dialog box box lets users configure the following properties: Off set set


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The following following are best practices practices for configuring basic animations for a FactoryTalk View ME application: •

Limit the use of enhanced animation to what’ what ’s required: –

•

•

•

Enhanced Animation: Positions, slider, height, width, rotation, visibility.


A lot of processing power power is used for animation that is continuously moving. Extensive animation usage will slow display updates. Using large complicated expressions with animations can be a problem: –

Expressions need to be evaluated before the object is drawn and animated. 32


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•

•

•

•

•

•

•

•

•

Wire framed boxes will be displayed until the expression is evaluated. Tag Tag expressions wait wait for all the tag information information before before evaluating the expression. Maximum compiled size for a single expression is 8 KB. Displays with extensive expressions may load and update slower due to calculation time. Limit animation to objects that require it. Limit the use of multiple animation features on a single object. Use device tags for faster performance. per formance. Trade off between between Application Looks and Performance. Minimize expression complexity. complexity. 33


•

•

• • • • •

Configure visibility animation for graphic objects Configure fill animation for graphic objects Configure height or width animation for graphic objects Configure position animation for graphic objects Create an expression within an animation Configure color animation for graphic objects Configure rotation animation for graphic objects Configure slider animation for graphic objects


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Did your instructor show you how to configure visibility animation for graphic objects? Do you know how to con figure fill percentages when animating the fill level for graphic objects? Do you know how to con figure the anchor points when animating the height or width of graphic objects? (Continued) 36


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Did your instructor show you how to use the Object Smart Path feature when configuring position animation for graphic objects? Can you configure an expression within an animation? Do you know how to con figure thresholds when configuring color animation for graphic objects?

(Continued) 37

Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Did your instructor show you how to configure rotation angles when configuring rotation animation for graphic objects? Can you configure horizontal or vertical slider animation for graphic objects?

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•

•

Configure visibility animation for graphic objects Configure fill animation for graphic objects Configure height or width animation for graphic objects Configure position animation for graphic objects Continued 39


•

•

•

Create an expression within an animation Configure color animation for graphic objects Configure rotation animation for graphic objects Configure slider animation for graphic objects

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Creating and Configuring Alarms for a FactoryTalk View ME Application


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•

Create and configure alarm triggers Create alarm messages Configure alarm display settings

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It is a good idea to configure alarm display settings when operators need to see and react to alarms in a consistent manner. Creating concise alarm messages is important when operators need to quickly respond to changes in the condition of a machine or process.

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Question:

What types of events in your plant require alarm notification?

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The FactoryT FactoryTalk alk View View ME alarm system system notifies an operator when a situation requiring immediate attention occurs. FactoryTalk View ME software can be con figured to perform the following tasks when an alarm occurs: •

•

Open an alarm graphic display Set off an an audible signal

The PanelView PanelView Plus terminal does does not include built-in audio capabilities. If an audible signal is required, it must be triggered by a connection between your processor or controller and a horn or other signal. 5

•

Send a message to a printer Send the alarm trigger value to a processor or controller

•

Perform any combination of the above tasks

•

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The following following events occur occur as part of the FactoryT FactoryTalk View ME alarm system: 1. The software software enters enters alarm alarm state state when when a trigge triggerr from a processor or controller matches a value configured in the Alarm Setup editor:

Alarm Setup Editor

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2. The default default [ALARM [ALARM]] graphic graphic display display (or user-cr user-create eated d custom display) opens. 3. A custom custom message message appea appears rs for for the alarm. alarm. 4. The operat operator or acknowled acknowledges ges or silenc silences es the alarm. alarm.

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Definition: Alarm Trigger: A tag or expression that controls the display of an associated alarm message.

The same alarm trigger trigger tag or expression expression can be associated with multiple messages.

It is recommended that you create alarm triggers and messages before configuring alarm display settings.

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Alarm triggers are created and con figured in the Triggers tab of the Alarm Setup editor:

Triggers Trigger Label

Trigger Type Optional Trigger Connections

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Each trigger has its own set of optional connections. Be sure that any connections are assigned to the corresponding tag.

•

•

Clicking the Add... or Edit... buttons from the Trigger tab opens a pop-up dialog box where the desired tag or expression can be assigned. Once a selection is made, trigger con figuration can be continued from the t he Trigger Trigger tab.

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Question:

Where have you seen similar dialog boxes?

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When configuring alarm triggers, you will typically t ypically select the following trigger settings: •

Trigger Trigger type

•

Trigger Trigger label

•

Optional trigger connections

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From the Trigger Trigger type drop-down list, you can choose from the following trigger types: •

Value: An integer or floating point entry.

Floating point values are rounded to the nearest integer. integer. •

Bit: Array consisting of one or more bit positions. Bit triggers generate multiple alarm messages using a single tag or expression.

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Chalk Talk:

Draw and discuss the diff erences erences between a single bit and an array. array. Each bit in the array whose value changes from 0 to 1 triggers an alarm. •

LSBit (Least Significant Bit): Array consisting of one or more bit positions. This trigger generates alarms in a priority sequence based on the t he trigger’s bit position.

When multiple bits in an LSBit array change from 0 to 1, only the alarm with the lowest bit position is triggered. 15

Trigger labels are used to provide additional information about the trigger being created.

These labels are are also used to help filter the alarms that are displayed on the [ALARM] and [STATUS] default graphic displays. Activity:

As your instructor explains optional controls, write them down in your manual.

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The following following optional controls can also be assigned to an alarm trigger: •

Handshake

•

Ack (Acknowledge)

•

Remote Ack

•

•

Remote Ack Handshake Message

The Message control control only works if the Message to Tag Tag option is enabled in the Messages tab.

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Definition: Alarm Message: An alert to an operator regarding the status of a machine or process. A message can be up to 256 characters long.

Create alarm messages for events that require immediate operator attention.

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From the Messages tab of the t he Alarm Setup editor, you can create messages, associate them with a trigger and trigger value, and more:

Message Destination

Option

The option lets you create a message that appears with any alarm that is generated. 19

In addition to the message, each alarm trigger can be customized based on the following available options: Activity:

As your instructor explains each alarm trigger option, write it down in your manual.

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•

Trigger Trigger Value Value

Trigger Trigger values can be positive positive or negative negative numbers, but they cannot be zero. If you are using a bit or LSBit trigger t rigger,, you cannot assign a trigger to bit 0.

•

Message Destination Message to Tag

•

Foreground and Background Colors

•

21

FactoryTalk View ME software provides a library of pre-designed alarm displays.

All default alarm displays are designed for use on a 640 X 480 terminal screen. If your application is for a diff erent erent screen size, you will have to resize and reposition the default displays accordingly. accordingly.

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You can choose from the following default graphic display options: The [ALARM] display is automatically created in your Display folder. folder. The remaining displays are stored in the Graphics Library. •

[ALARM]: Lists alarms one at a time in a graphic display anchored to the bottom of the screen:

23

•

[ALARM BANNER]: Lists alarms one at a time t ime in a smaller graphic display anchored to the top of the screen:

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[ALARM MULTI-LINE]: Lists multiple alarms in a graphic display anchored to the bottom of the screen:

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•

[HISTORY]: Lists all triggered alarms in a full-screen graphic display:

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•

[STATUS]: Lists the status and frequency of alarms in a fullscreen graphic display:

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From the Advanced tab of the Alarm Setup editor, you can choose the display you want opened when an alarm is triggered:

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Other key features accessible from this tab include: Hold time for acknowledge and silence controls

•

•

Maximum tag update rate

•

Number of alarms to hold in memory

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From the Startup editor, you can enable the alarming feature:

Alarming Enabled

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It is recommended that once the alarm system has been configured, it is tested on the development computer.

You must test the entire application to verify the alarm system operation. Simply testing a graphic display will not be su fficient.

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The following following are the best practices practices used to configure Alarms for a FactoryTalk View ME application: •

Optimizing Performance and Memory –

–

Minimize the number of trigger tags by implementing arrays Group consecutive trigger tags to minimize communication overhead

–

Only use embedded alarm messages when required

–

Keep alarm messages descriptive but short

–

–


The maximum update update rate should be set at a rate rate such that the HMI will still continue to provide optimal user performance even though running any additional background tasks Unless immediate alarm response is demanded by the operator the Maximum Update Rate should should be set to 1 second or higher for good performance


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•

•

Create and configure alarm triggers Create alarm messages Configure alarm display settings

33

Activity:


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Did your instructor show you how to create a trigger type and label? Do you know how to associate an alarm message with a trigger and trigger value? Can you configure alarm display settings?

35


Create and configure alarm triggers

•

Create alarm messages

•

Configure alarm display settings

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Practice


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Creating and Configuring Macros for a FactoryTalk View ME Application


•

Create a macro file Create and configure macro buttons

2

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It is a good idea to configure macros when you want: •

•

Key events in an application to be consistently performed An interactive way for operators to run macros at any given time during an application

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Macros are text files that create a one-to-one relationship between tags used in an application and their initial values. The Macros editor editor is used to create create macro files:

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Question:

Is anyone familiar with using macros?

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The Macros editor editor opens a spreadsheet spreadsheet that can be populated with the necessary tags and corresponding values:

Expression

Tag Name

The expression expression can be a numeric value, value, another tag, tag, or a more complex expression created with the Expression editor. editor.

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If you are creating a macro that will be run from the Global Connections editor, then the macro name must match the global connection name (i.e., Macro1, Macro2, etc.).

7

Macros can be triggered under the following conditions: Any time a macro button is present on a graphic display •

•

When the application starts up or shuts down (assigned in the Startup editor):

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•

When a user logs in to or logs out of an application (assigned in the Runtime Security editor):

9

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When a graphic display starts up or shuts down (assigned in the Behavior B ehavior tab of the screen’ screen’s Display Settings dialog box):

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•

From a remote global connection.

Triggering Triggering remote macros macros too frequently frequently can result in an application running out of memory. If possible, do not execute macros using a remote tag more frequently than once every 5 seconds.

11

Macro buttons can be created on any graphic display from which you want to provide operators with the ability to run a macro. Macro buttons can be accessed from the Objects toolbar:

Macro Button

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Or they are available from the Advanced submenu of the Objects menu:

Macro Button

Configuring a Macro button is similar to con figuring a Goto Display button or Shutdown button.

The following following are the best practices practices for creating creating macros: •

•

Do not execute remote macros too fast. If you execute macros too fast, macros will be queued and screen changes will be slower. Allow enough time for the macro to complete before it is executed again.

13


Communications may bottle up over slower networks. •

Split up macro files if needed.

Lengthy macro files will reduce performance when executed. •

Do not rely on the order of execution to control your process. 14


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•

Create a macro file Create and configure macro buttons

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Activity:


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Has your instructor shown you how to create a macro file? Do you know the conditions that can trigger macros? Do you know where macro buttons can be accessed from?

17


Create a macro file

•

Create and configure macro buttons

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Practice


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Configuring Recipes with the RecipePlus System in a FactoryTalk View ME Application


•

•

•

•

Create and configure recipes Compare recipes in the RecipePlus system Create and configure RecipePlus tables Create and configure RecipePlus buttons Create and configure RecipePlus selectors 2

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Being able to create and configure recipes with the RecipePlus System is important when you want to write a set of values to a set of tags in a single operation.

3

The RecipePlus system system allows ingredient ingredient data values of a recipe to be saved into a recipe file, which can be downloaded to or uploaded from a controller in a single action.

Activity:

As your instructor explains each RecipePlus system component, write it down in your manual.

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•

•

RecipePlus Setup RecipePlus Editor

RecipePlus Setup

RecipePlus Editor

5

•

•

•

RecipePlus Button Object RecipePlus Selector Object RecipePlus Table Object

Selector Object

Button Objects

Table Object

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The RecipePlus table table object is also used used to modify the recipe recipe data values during runtime. The values of the data set and tag set can be compared within the table. The RecipePlus table table can be set as view-only view-only to prevent prevent modifications during runtime.

7

Three items must be be defined when configuring a recipe: •

Tags Tags

•

Ingredients

•

Units

Recipes have two tag settings that are used to determine the results of various recipe operations during runtime.

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Activity:

As your instructor explains the two tag settings, write them down in your manual.

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•

•

Status Tag Percent Complete Tag

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Ingredients are set up with the corresponding data sets and tag sets and can be either string or numeric tags.

Activity:

s t n e i d e r g n I

As your instructor explains the string and numeric tags, write them down in your manual.

11

•

•

Numeric String

One recipe can have up to 15,000 ingredients. ingredients.

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Definition: Data Set: Each recipe can contain up to 50 data sets: Each data set represents the set of data values where each data value is associated with a specific ingredient. The data sets are downloaded (or uploaded) uploaded) to a controller. The data in the data set set is saved in the recipe recipe file with the extension .rpp. •

•

•

13

Definition: Tag Set: Each recipe can contain up to 50 tag sets: Each tag set represents the set of tags to write to during a download (or read during an upload) operation. Each tag name is associated with a speci fic ingredient. •

•

Definition: Units: A unit is a data set paired with a tag set: You can have 10 data sets all paired with a single tag set. A single recipe can contain up to 2,500 recipe units. •

•

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The Compare Compare Recipes dialog box can be used used to generate a report of the di ff erences erences between the following:

e m h e t t n s i y s S e s p u i c l e P R e p g i n c e i r R a p m o C

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•

•

Two tag sets and/or two data data sets within a single recipe recipe A data set and/or tag set in one recipe and a data set and/ or tag set in another recipe:

Comparison Options

Items Being Compared

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A UNICODE text file called CompareReport.txt is displayed in Windows Notepad Notepad and saved in the same folder as the recipe file. If a comparison report already exists, it will be overwritten.

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After a recipe is con figured, a display must be configured to view and modify the recipes during runtime.

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A pre-designed RecipePlus display (available for import into an application) is included in the library files of FactoryTalk View Studio software:

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RecipePlus tables are used to display and edit recipes at runtime. They are con figured using RecipePlus Table properties dialog box:

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The RecipePlus system system includes a button button with seven diff erent erent action properties:

RecipePlus Buttons

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A RecipePlus button can be configured to have one of the following action properties: Option

Action

Download

Writes the ingredient values in the data set of the recipe unit currently selected in the selector object to the tags in the unit’s tag set.

Upload

Reads the tag values in the tag set of the recipe unit currently selected in the selector object and saves those values to the unit’s data set.

Reads the tag values in the tag set of the unit currently selected in the selector object and Upload and Create creates a new recipe unit by writing those values to a new data set. Save

Saves the values in a recipe table object to a recipe file.

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Option

Action

Restore

Loads the values from a recipe unit to a recipe table object.

Delete

Deletes the recipe unit currently selected in the selector object.

Rename

Renames the recipe unit currently selected in the selector object.

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The RecipePlus Selector Selector is a list of recipe recipe files and recipe units available in the application. There can only be be one RecipePlus RecipePlus selector on a graphic display.

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When a recipe file is selected in the RecipePlus selector and a RecipePlus button with the Restore operation assigned to it is pressed, the following items are listed in the recipe table: •

•

•

•

Ingredients and their corresponding recipe values Controller values Tags Tags Visual comparison indicator between the recipe data values and controller tag values

25

The definitions of what each column represents during runtime of a RecipePlus table is summarized below: This column …

Displays the . . .

Ingredient Name

Ingredient name.

Current Value

Current value in the tag associated with the ingredient.

Recipe Value

Recipe’s Recipe’s data value for the ingredient. This is the data in the data set. When this recipe value is modified and saved the values are stored in the data set and in the RecipePlus file (.rpp).

Compare Status

An X if the tag value and recipe data value di ff er. er.

Tag Tag Name

Name of the tag associated with the ingredient in the tag set.

After the value of an ingredient is changed, the Recipe column will update to the new data value.


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•

•

•

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Activity:


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Did your instructor show you the three items that must be defined when configuring a recipe? Do you know the conditions that can trigger macros? Do you know where macro buttons can be accessed from?

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•

•

•

•



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Practice


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Configuring Language Switching in a FactoryTalk View ME Application


Add languages to a FactoryTalk View ME application

•

Export text strings for translation

•

Import translated text strings

•

Create and configure Language Switch buttons

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Configure language switching when you want to develop a single application that can be translated into the local languages of the facilities where your application will be implemented.

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Language switching allows operators to view userdefined text strings in an application in up to 20 diff erent erent languages. At runtime, FactoryTalk FactoryTalk View ME stations can switch between any language the application supports.

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With language switching you can: •

•

•

Develop an application in one language, export the userdefined text strings for the application, and then import translated strings for up to 20 languages into the same application Enable operators in multilingual countries to use the language of their choice Import application components developed in di ff erent erent countries into a single application that supports multiple languages

5

To To configure multiple languages for an application: 1. Create Create the the applica application tion component componentss in a language of your choice. 2. Export the the applica application tion’’s text strings strings for translation. 3. Import Import the the transl translate ated d text text files for each language you want the application to support. When you save components, the text strings associated with them are saved in the current application language.

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Question:

What happens if a text string is unavailable in the current language during development or runtime?

7

When creating a new application, you can select a base application language from the full list of languages that Windows supports. When opening an existing application in which languages are already defined, you select a current application language from the list that the application supports:

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Available

Languages

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The Language Con Configuration dialog box is used to add languages an application will support:

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When text in an application is exported, it is saved to tab-delimited text files in Unicode format. These files can be translated and then imported back into the application. Before exporting text in an application, ensure that the HMI components containing the text to be exported are not in use. If components are being modified and have not been saved, the exported file might not contain the unsaved changes.

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The Language Con Configuration dialog box is used to add languages:

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Activity:

As your instructor lists the text strings that allow language switching, write them in your manual.

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Text Text strings that do not allow language language switching include: include: •

•

•

•

Text Text that is part of the FactoryT FactoryTalk alk View View graphic user user interface (e.g., error messages, text in dialog boxes, etc.) Text Text that is used to operate operate an application application at runtime, (e.g., (e.g., graphic display titles) Tag Tag descriptions String constants in expressions and in all components that use expressions

•

Information from system tags

•

Recipe file strings

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In the translated text file, the only text that needs to be modified is the text inside the quotation marks in the string definition column. For example, translated into German, the file would look like this:

English:

German:

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To To import text strings from a file into an application, the file must be saved in Unicode text format. Text Text files exported from a FactoryTalk View ME application are saved in Unicode format by default.

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When you create a FactoryTalk View ME configuration file, you select one of the application languages as the initial run-time language. Once the station is running, operators can switch from the initial language to any other application language using a Language Switch button.

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An advanced graphic object uses the Language command if the press action is configured:

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When a FactoryTalk View ME runtime (.mer) file is created, the languages available to that application must be selected:

Selected Languages

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•


•


•


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Activity:


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When adding languages to a FactoryTalk View ME application, what is the maximum number of languages that one application When exporting text strings for translation, what format is it saved in? Do you know how to import translated text strings? Did your instructor show you how to create and configure language switching buttons? 22


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•


•


•


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Practice


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Creating Data Logs and Trends for a FactoryTalk View ME Application


•

Create and activate a data log Add and configure trends

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Creating and activating a data log is ideal when you want to obtain a hard-copy record of data from an application. Correcting configuring a trend is important when you want to track and view real-time and historical data for an application.

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Definition: Data Logs: Used to identify tags within your application that will be displayed using a trend.

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Question:

Where can data log files be stored?

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Data log files are only used to populate a trend. The data log model file (.mdf extension) is only editable in FactoryTalk FactoryTalk View Studio software. The Data Log editor editor is used to create create and configure data logs:

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The following following data must be included included when creating a data log: General setup information •

•

Path for storing the data log

•

Data log triggers

•

Tags Tags included in the data log log model

The data log file retains data when an application is restarted after shutdown or power loss. You You can delete the log file from the runtime computer at application startup.

7

Use the Setup tab of the Data Log Models dialog box to provide general information about the log: Description (50 Characters Maximum)

Log up to 300,000 Data Points

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Use the Paths tab of the Data Log Models dialog box to provide a location for data log storage on a runtime computer or terminal:

Custom Path Text Box

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Activity:

As your instructor lists the available locations for storing data logs when using a PanelView Plus terminal, write them in your manual.

If data is being logged to a shared folder, folder, use the UNC (Uniform Naming Convention) style when creating your path. Files named using the UNC style begin with \\.

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Use the Log Triggers tab of the Data Log Models dialog box to specify how often data is stored. You can choose from the following options: •

Periodic

•

On Change

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Question:

Which option would you most likely choose if you were recording recording quality data from a machine?

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The Periodic option lets you log data at a regular regular interval, from 10 hundredths of a second to 999 days:

Integer Required

13

The On Change option option lets you log tag values values when they change by an assigned percentage:

Maximum Update Rate Change Percentage

Heartbeat

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Activity:

As your instructor explains the parameters that must be assigned when logging data, write them in your manual. •

Maximum Update Rate

•

Change Percentage

If you are using a direct-reference tag in the data log model, any change to the tag (regardless of the assigned change percentage) will be logged. •

Heartbeat

Specify a value of 0 for the heartbeat if you do not want to use this feature.

Use the Tags in Model tab of the Data Log Models dialog box to select the tags that will be recorded in the log:

Tag Browser Button

15

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You can log up to 100 numeric (analog or digital) tags for use in multiple trend objects.

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The Tag Tag Browser associated with the Data Data Log editor allows allows you to choose multiple tags at the same time:

Standard Tag Browser

Selected Tag List Box

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Before creating a historical trend, you must activate your data log. You can activate a data log for your FactoryTalk View ME application by accessing the Startup editor:

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Activates Data Log

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At runtime, only one data log can be activated for your application. The active data log cannot be changed while the application is running.

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Trending, Trending, or plotting data points, in FactoryT FactoryTalk alk View ME software is performed by an ActiveX control called RSTrendX. This feature supports both real-time and historical trend creation.

e s U d n e r T

Because it is installed as part par t of the software, RSTrendX RSTrendX is the only ActiveX control that runs on PanelView PanelView Plus terminals.

21

You can create a customized trend, or you can use the predesigned trend objects found in the Graphics Library:

Vertical Trend Controls

Pens (With Associated Numeric Displays)

Trend Object

Horizontal Trend Controls

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Activity:

As your instructor explains the objects that a trend can include, write them in your manual. •

•

•

•

Horizontal Trend Controls Pens Trend Trend Object Vertical Trend Controls

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The Trend Trend Object Properties Properties dialog box consists consists of the following user-configurable tabs: •

Connections

•

Pens

•

General Display

•

X-Axis

•

Y-Axis

•

Common

•

It is recommended that the tabs in the Trend Trend Object Properties dialog box be con figured in the order they are presented.


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From the Connections tab, users can assign a tag or expression to as many as eight pens. The tab also allows users to assign tags or expressions to the minimum and maximum values displayed on the YYaxis: Tags Assigned to Pens

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From the Pens tab, users can assign a variety of properties to individual pens or multiple pens:

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Be sure to assign tags in the Connections tab before configuring the Pens tab; otherwise, the tag name field will be blank.

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Available Available pen options include: Color •

•

Visibility

•

Width of pen line

•

Type of of pen line

•

Line style Data point marker (symbol)

•

Y-axis minimum and maximum values

•

•

Link data (disables the user-configure minimum and maximum values and replaces them with the tag’s tag’s assigned values)

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A historical data log can only be assigned from this tab.

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From the General tab, users can con figure the appearance and behavior behavior of the trend chart: char t:

Chart Appearance

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Chart Behavior

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Activity:

As your instructor explains the appearance options, write them in your manual. •

Standard

•

XY Plot

31

Behavior options let you choose the following update modes: •

•

Automatic: The trend is updated continuously in intervals from 50 milliseconds to 596 hours. On Change: The trend is updated as data changes.

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From the Display tab, users can con figure properties that apply to the overall trend display:

b a T y a l p s i D

Scrolling Features Scroll Mode Data Buff er er

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Activity:

As your instructor explains the choices that determine how operators view trend data, write them in your manual. •

•

•

Scrolling Features Scroll Mode –

Continuous Scroll

–

Half Scroll

–

Full scroll

Data Buff er er

Each data point stored in the buff er er requires 58 bytes of memory. 34


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From the X-Axis tab, users can select the chart’ chart ’s starting point and control the amount of data shown on the trend:

b a T s i x A X

Starting Point Data Time Span

35

If the automatic scrolling feature has been enabled on the Display tab, the starting point data is not available. available.

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From the Y-Axis tab, users can con figure how the trend’s Y-axis is viewed:

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Minimum/ Maximum Value Options

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From the Common tab, users can con figure the properties (i.e. size, highlight focus, name) that are applicable to all graphic objects.

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•

Create and activate a data log Add and configure trends

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Activity:


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What is the data that must be included when creating a data log? Where would you activate a data log? Has your instructor shown you how to add and configure a trend?

41


Create and activate a data log

•

Add and configure trends

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Practice


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Creating Tag Placeholders and Parameter Files for a FactoryTalk View ME Graphic Display


•

Add tag placeholders Create parameter files

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Adding tag placeholders and creating parameter files is a good idea when you want to save overall application memory, because fewer graphic displays are generated.

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Question:

What is a tag placeholder?

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Use tag placeholders anywhere you would normally use a tag. Definition: Parameter File: A document that associates tag placeholders with the tags it is replacing.

Definition: Parameter List: Allows the object on the display to define the parameters without requiring a separate parameter file.

5

Tag Tag placeholders can can be assigned to any graphic display or expression that normally would include a tag name.

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For example, a tag placeholder can be used when establishing a connection to a momentary pushbutton:

Tag Replaced by Tag Placeholder

Best Practice: Be sure to keep careful track of where you use tag placeholder values in a graphic display. display. If you forget to associate a tag placeholder with a tag in a parameter file, the application will mistake the placeholder for a non-existent non- existent tag. 7

Question:

How would you know that you have an unused tag placeholder?

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Parameter files are created and saved in the Parameters Parameters editor of the Application Explorer:

Parameters Editor

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Parameter files are stored in a document that looks similar to a Notepad file:

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Keep the following tips in mind when working with parameter files: •

In a parameter file, tag placeholders are associated with tag names using the following format: #tag placeholder = tagname

•

•

You can add comments to your parameter file by starting the line with an exclamation point (!). These lines will be ignored at runtime. The Tag Tag Browser should should be used when adding adding tag names to the parameter file.

11

Activity:

As your instructor lists the locations for assigning parameter files, write them down in your manual.

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A Parameter List allows for tag substitution without the need for a separate parameter file by including the tag(s) to be substituted within the button object.

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The first tag name in the list would replace all occurrences occurrences of the #1 placeholder. The second tag name would replace replace #2. Tag Tag names in the list must be separated by by a comma. Parameter lists may be used with: •

Goto Display Button

•

Display List Selector

•

•

•

Start-up Options Logout Button Automatic Logout 14


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•

Add tag placeholders Create parameter files

15

Activity:


16


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Can you define a tag placeholder? Where could you use tag placeholders? What should be used when adding tag names to the parameter file?

17


Add tag placeholders

•

Create parameter files

18


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Practice


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Creating and Configuring Information Messages for a FactoryTalk View ME Application


•

•

Create local messages or information messages Create and configure local message displays Configure information displays

2

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Creating information messages is a good idea when you want to provide operators with information about the application or instructions on how to handle a given condition. When you want want to provide ongoing information about the application, you can create and configure local messages displays.

3

Both local and information messages can be used to provide operators with key details relating to an application. The main diff erence erence is in how operators respond to messages that are displayed at runtime: •

•

Local message displays typically do not require operator acknowledgement. Information message displays are typically separate graphic displays that require the operator to acknowledge the message and/or close the display before continuing.

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Use information messages to give the operator information no matter which display is open. To To give the operator operator information information only within a speci specific graphic display only while the display is open, use local messages.

5

Question: Do you have any processes that would use local messages or information messages?

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Both types of messages are configured using a similar editing tool:

7

Information messages are created using the Information I nformation Messages editor; local messages are created using the Local Messages editor. Trigger Trigger values are associated associated with a speci specific tag at runtime. When the trigger tag matches an assigned value, the corresponding message is displayed. displayed.

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Keep the following points in mind when creating local or information messages: •

•

•

•

•

Trigger Trigger values do not have have to be assigned assigned in sequential order, order, but each value must be unique. Trigger Trigger values can be positive positive or negative, negative, but not zero. Tag Tag values can be embedded into a message. Messages can be up to 256 characters long. The new line character character (\n) can be used to display display a long message on multiple lines of a display. display.

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You must create local messages or information messages before creating and/or con figuring the corresponding display.

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Use local message displays when you are displaying messages that do not require formal acknowledgement. Local message displays can be part of a larger graphic display or can be built as standalone graphic displays.

If the local message display is used as a standalone graphic display, it must be an On Top display. display. Buttons should also be created to acknowledge messages and close the display.

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Local message displays help configure user-defined messages. The local message display graphic object can be accessed from the Advanced submenu of the Objects dropdown menu:

Local Message Display

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Or, it is available from the Objects toolbar:

Local Message Display

Local message display objects are con figured in the same manner as other display objects.

13

Message files and tags are assigned to the local message display using the Properties dialog box.

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Activity: As your instructor explains the key points to keep in mind when creating a local message display, display, write them in your manual.

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Use information displays when you need to display information messages that require formal operator acknowledgement. New FactoryTalk View ME applications include a default [INFORMATION] graphic display when created:

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Using the default graphic display can speed development time. However, programmers have the option of building a custom display. The appearance appearance of the information information message display object (i.e., color, font size, border) can be configured in a manner similar to other display objects.

17

Unlike local messages, programmers must use a separate Information Setup editor to con figure the behavior of the information display:

Assigned Information Display Assigned Information Message File

Assigned Tags or Expressions

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Keep the following points in mind when configuring an information display: •

•

•

•

•

Only one tag or expression can be associated with an information display. display. If your message data is coming from more than one source tag, you will need to use tag placeholders and parameter files. The information message message display closes closes when the value of the assigned tag is equal to zero.

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If the value of the tag or expression assigned to an information display is an unassigned value, the display will fill with question marks. The graphic display display can be con configured to close when the operator acknowledges a message. 19

You can enable information messages in the Startup editor:

Information Messages Enabled

Information messaging is enabled by default when you create a new application.

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•

•


21


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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Why would you want to create an information message vs a local message? What should you do if you want to display a long message on multiple lines of a local message display? When configuring information displays, what should you do if your message data is coming from more than one source tag?

23


•

•


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Practice


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306

Adding Global Objects to a FactoryTalk View ME Application


•

•

•

•

Add a global object display to a FactoryTalk View ME application Modify default global object link properties Add global objects to a graphic display Substitute tags in a reference reference object Assign global object parameters 2

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Adding global objects to a graphic display is ideal when you want to: •

•

Reduce modification time, since changes to the base object are reflected in all the references to that object. Increase consistency between applications, since you can add I previously created global objects.

3

Definition nition:: Global Object: An object that is created once and can be referenc referenced ed multiple times on multiple displays in an application.

When the global object is modi fied, all of the objects that reference it will re flect the modification(s).

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It is possible to specify whether or not size, connections, and animations can be modified at the reference location. 4


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There are two two types of global objects: objects: •

Base Object: A Object: A common graphic object that can be reused on various displays in an application: –

–

–

It is a single object or a group of objects All FactoryTalk FactoryTalk View ME objects except ActiveX controls can be base objects. There is no limit on the the number of times a base object can be reused in an application.

t s c e e p j y b T O l a b o l G w e i V k l a T y r o t c a F 5

•

Reference Object: An object that is tied to a base object. It is the location where the non-linked properties and attributes of the object are edited. –

For FactoryTalk FactoryTalk View ME applications, reference objects can only refer to base objects contained within the same application.

There are two two types of reference reference objects: objects: •

•

Those that reference reference a single object Those that reference reference a grouped grouped object

A reference object that refers to a grouped object is known as a grouped reference object and has h as some unique behavior. behavior.

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A global object display behaves like a standard graphic display with regard to the editing.

Activity: As your your instructor explains explains the functions/ items that are disabled when using global object displays, write them in your manual.

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Global object graphic displays are the only displays that contain base objects. Any valid object placed on a global display becomes a base object. 7

Global object displays are saved in the Global Objects folder located at the root of the application’ application’s directory:

Global Objects

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A Global Objects folder is automatically created when a FactoryTalk application is created Example: An application named “App1” will contain a folder in this location: C:\Documents and Settings\All Users \Documents\RSViewEnterprise\ME\HMIP \Documents\RSViewEnterprise\ME\HMIProjects\App1\ rojects\App1\ Global Objects Global object displays are saved in the Global Objects folder with a .ggfx extension.

9

Activity: As your instructor explains the editing options in the Global Objects folder, write them down in your manual. •

•

•

New Add Component into Application Import and Export:

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When an object is added to a global object graphic display, display, it becomes a base object that can be referenced in a standard graphic display:

11

When you create a global object, make sure all connections and expressions are working as intended before creating multiple reference objects.

Activity: As your instructor lists the base global objects that can be added to a standard display, write them in your manual.

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Groups are a way to organize global objects: •

•

•

The group can can be easily selected from the base object. object. Use drag and drop or copy and paste functions to make reference reference objects in a standard graphic display. When the reference object is linked to a group in the base object, an object can be added within the t he base object group and the reference object will include the newly added base object.

13

Ungrouping and regrouping objects will cause the group name to change. Using the same group name is important to ensure all the linked objects stay linked. If you ungroup and regroup a base global object, use the same name so the reference reference objects will not be broken (i.e., lose the connection to the base object).

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The default FactoryT FactoryTalk alk View View Studio configuration used when a global object is placed onto a display can be set using the Global Object Defaults dialog box.

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The Edit menu and the Global Global Object Defaults option option becomes available when a display, global object, or library display is opened in FactoryTalk View Studio software:

Global Object Defaults

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These settings can be changed at any time, time, but they are only referenced referenced at the time the object is placed onto the screen within FactoryTalk View Studio software.

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The following following global object object default properties can be configured: •

LinkAnimation

•

LinkConnections

•

LinkSize

LinkAnimation

LinkConnections

LinkSize

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The settings will have have the following following impact: •

Animations are linked back to the base object.

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Tag Tag connections are linked linked back to the base base object.

•

The object is the same size as the base object. object.

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The LinkAnimation property determines whether or not the animation assigned to a base object will be used by the reference object and, if the animation is used, whether or not the expressions assigned to the base object will be used. Activity: As your instructor explains the three LinkAnimation property values, write them in your manual •

Do Not Link

•

Link With Expressions

•

Link Without Expressions

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For grouped reference reference objects, the LinkAnimation property will be displayed using the string “(GroupLinkAnimation)” “(GroupLinkAnimation)” on the Property Panel.

Any changes to the expressions used by animations at the reference object will not get picked up by the base object and any changes to expressions used by animations at the base object will not be picked up by the reference object. Changes to non-expression settings used by animations at the base object will be picked up by the reference reference object. 21

The LinkConnections property property determines whether or not the connections assigned to the base object will be used by the reference object. It has two values: •

True: When set, the reference object’s connections will be read only and will use the base object’s assignments: –

•

Any changes to the base object’s connections will be picked up by the reference object.

False: When set, the reference object’s connections can be edited at the reference location: –

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Any changes to the reference object will not get picked up by the base object and any changes to the base object’s connections will not be picked up by the reference object. 22


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LinkConnections properties are added to the following: •

•

All reference objects that have connections. A LinkConnections property will also be added to all objects that are part of a grouped reference object that have connections but will not be added to the t he grouped reference reference object itself. All reference objects including grouped reference reference objects and objects that are part of a grouped reference reference object.

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The LinkBaseObject LinkBaseObject property determines the base object that the reference object is linked to and will be a read-only property. The LinkBaseObject LinkBaseObject property will use the following following syntax: Objects that are part par t of a grouped reference reference object will not have a LinkBaseObject property. DisplayName.BaseObjectName

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If the DisplayName portion of the LinkBaseObject property does not match the name of a global objects display, the link between the base and reference objects will be broken and the reference object will be displayed as a broken link object.

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If the DisplayName portion of the LinkBaseObject property is valid, but the BaseObjectName portion does not match an object on the global objects display, the link between the base and reference objects will be broken and the reference object will be displayed as a broken link object.

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If the DisplayName portion of the LinkBaseObject property is valid, the BaseObjectName portion matches an object on the global objects display, but the object is a diff erent erent type than the one that was originally linked, the link between the base and reference objects will be broken and the reference object will be displayed as a broken link object.

For grouped reference reference objects, the LinkBaseObject property will be displayed using the string ”(GroupLinkBaseObject)” on the Property Panel. 27

When a global object is added to a graphic display it is referred to as a reference object. For FactoryTalk View applications, a reference object can be added to a standard display in the t he following ways: •

•

By dragging a base object from a Global Objects display to a standard display, as long as both displays are in the same ME application. By copying and pasting a base object from a Global Objects display to a standard display, as long as both displays are in the same ME application.

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By dragging a reference object from one standard display to another standard display, as long as both displays are in the same ME application.

•

By copying a reference object from one standard display and pasting it to another standard st andard display, display, as long as both displays are in the same ME application. By copying a reference and pasting it to the same display. display.

•

By duplicating a reference object on a standard display.

•

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There is some other other editing behavior behavior related to reference reference objects: •

If a reference object is selected, there will be an “Edit Base Object” menu item on Edit menu and the Object right-click menu: –

•

When selected this will open the global object display containing the base object the reference object is linked to with the object selected.

If one or more reference reference objects are selected, there will be an “Break “Break Link” menu item on the Edit menu and the Object right--click r ight--click menu: –

–

When selected, this will break the link between the base object and reference object and will convert the reference object into a standard object. If you accidentally break a link, the Undo command can be used to relink the reference object to the base object.


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•

Reference objects do not have property pages. Therefore, Therefore, double-clicking a reference reference object will not invoke a Property Page dialog box, but will instead invoke the Property Panel: –

–

All editing of the reference object’s properties and connections has to be done from the Property Panel. Any properties of a reference object that are not editable will be disabled in the Property Panel.

The following following limitations apply to grouped reference reference objects: •

•

•

•

They can only be moved moved or resized resized as a whole. whole. Additional objects cannot be added into a grouped reference reference object. Objects cannot be deleted from a grouped reference object. They cannot be ungrouped. ungrouped.

When multiple objects reference the same base global object and a placeholder is used, tag substitution may need to be performed in the reference reference object.

Tag Tag substitution can only be performed if the reference reference global object has LinkConnections set to “False” or LinkAnimation set to “Link without expressions.”

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When performing tag substitution in a standard st andard graphic display containing a reference object, note the following: •

•

•

When LinkConnections is set to “True,” the connections will not appear in the tag substitution dialog box. When LinkAnimation is set to “Link with expressions,” the expressions will not appear in the tag substitution dialog box. If you know that you will want to use tag substitution, set your global object defaults before adding the reference reference object in your standard graphic display. display.

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When a reference object has a LinkBaseObject property referring to a base object that no longer exists or is the wrong type of object, it becomes a broken link object.

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Question: How is a broken link object indicated?

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Broken Link

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The following following rules apply to broken broken link objects: objects: •

•

A broken link object can be moved and deleted, but no other editing is allowed. If a broken link object refers to a base object that has been restored, it will become a reference object.

This section does not apply to reference reference objects whose links have been broken using the “Break Link” menu item.

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A reference object will update to match the base object under the following conditions: •

When a standard display containing a reference reference object is opened, the object will update to match the base object.

The update cannot cannot be undone.

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•

•

•

•

If a display is open and a reference object’s object’s LinkSize property is changed to ”True,” the reference object will update to match the base object. If a display is open and a reference object’s object’s LinkAnimation property is changed to “Link with expressions,” the reference object will update to match the base object. If a display is open and a reference object’s object’s LinkAnimation property is changed to “Link without expressions,” the reference reference object will update itself from the base object. If a display is open and a reference object’s object’s LinkConnections property is changed to “True,” the reference object will update to match the base object.

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As an alternative to using tag substitution, you can use global parameters to assign multiple tags to global objects without disabling the LinkConnections property. Instead of assigning tags to animation or connections in a base object, you can use tag t ag placeholders (#1 to #500). When reference objects are added to graphic displays, tags or values can be assigned to all parameters at one time.

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Question: What is an advantage of using global parameters?

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As base objects are created and modified, tag placeholders can be assigned to animation and/or connections. Once the placeholders are assigned, the corresponding data is entered in the Global Object Parameter Parameter De finitions dialog box:

Parameter Definition (Optional) Tag Placeholder

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As base objects are added to a FactoryTalk View ME application, the Global Object Parameter Parameter Values dialog box is used to assign tags or constant values:

Assigned Parameter Name

Description (From Parameter Definitions Data)

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•

•

•

•

Add a global object display to a FactoryTalk View ME application Modify default global object link properties Add global objects to a graphic display Substitute tags in a reference reference object Assign global object parameters

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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Once a global object display has been added to a FactoryTalk View ME application, it is saved in the Global Objects folder with what file extension? Did your instructor show you where to con figure Global object default properties? Continued

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Demonstration Checklist Demonstration Checklist:: After the demonstration, make sure you understand: Can you name several ways a reference reference global object can be added to a standard display? What must be configured before you can perform tag substitution in reference reference objects? Do you know how to assign global object parameters?

47


•

Add a global object display to a FactoryTalk View ME application Modify default global object link properties

•

Add global objects to a graphic display Substitute tags in a reference reference object

•

Assign global object parameters

•

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Practice


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Inserting Faceplates in a FactoryTalk View ME Application


•

Insert faceplates into a FactoryTalk FactoryTalk View ME application Configure faceplates in a FactoryTalk View ME application

2

© 2012 Rockwell Automation, Automation, Inc. All rights reserved. XA2v9701

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Inserting faceplates is ideal when you want to quickly load, configure, and use preconfigured status and diagnostic displays for a FactoryTalk View ME application.

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FactoryTalk View ME Faceplates are pre-con figured graphic displays and global object displays that interact with Logix5000 controllers. controllers.

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Faceplates Faceplates contain graphic objects that display values from a Logix5000 controller and allow operators to interact with the controller.

EtherNet/IP Diagnostics Faceplate

5

Question:

Is anyone familiar with using faceplates in an application?

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Process Faceplates can be added to the FactoryTalk View ME application by right-clicking the application name in FactoryTalk View ME studio and selecting the option “Add Process Faceplates”. Faceplates”.

The only process process faceplate supported at this time is the Phase Manager faceplate.

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Adding faceplate displays to an application aff ects ects the license count. Each added faceplate display (.gfx file) counts as one display for activation purposes. The corresponding global object display (.ggfx file) does not add to the total license count.

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All the process faceplates, except for the Phase Manager faceplate, that get installed with RSLogix 5000 software are not currently supported in FactoryTalk View ME. Using these faceplates could cause unexpected results.

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Only the faceplates that are available in the sample code library located at http:// samplecode.rockwellautomatio samplecode.rockwellautomation.com n.com are currently supported with FactoryTalk View ME along with the Phase Manager faceplate.

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Faceplates can be used in FactoryTalk View ME software for easy operator monitoring and control. The PowerFlex PowerFlex 70/70 70/70 EC illustration below below is a pre— configured FactoryTalk View ME Goto Display button that will launch the on--top display just below it. •

•

This is the initial display display that provides operator operator monitoring and control. The toolbar buttons on that display let you you navigate through the additional status, configuration, and diagnostic displays provided in this faceplate. faceplate.

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To To use a faceplate, faceplate, you must add add it to your application and specify the path to the Logix5000 controller instructions or tags used by the faceplate. The faceplates faceplates are set up so that that you can specify the path to the instructions using parameter files. Your Logix5000 application may also require modification depending on which faceplate is used.

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Activity:

As your instructor lists the modifications, write them down in your manual.

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Instructions on how to apply, add and configure faceplates to your application are found within the faceplate’s downloadable .zip file found on the http://www.rockwellautoma http://www .rockwellautomation.com/support/ tion.com/support/ downloads.html website.

Implementing ENet Faceplate Instructions 16


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•


17

Activity:


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Do you know where to obtain faceplates for adding them to your FactoryTalk View ME application? Did your instructor show you how to configure faceplates?

19


•


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Practice


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The following are trademarks of Rockwell Automation, Inc.: 1336 FORCE 1336 PLUS ControlBus Data Highway Plus DriveTools Flex Logix5000 Micro800 PanelBuilder PLC‐5 PowerFlex RSBatch RSLogix RSView S LC Studio 5000 Ultra

1336 IMPACT CompactLogix ControlLogix DH + FactoryTalk FlexLogix Logix5550 Micro850 PanelView PHOTOSWITCH RediSTATION RSLinx RSNetWorx SCANPort SoftLogix Studio 5 000 Logix Designer

ControlNet, EtherNet/IP and DeviceNet are trademarks of the Open DeviceNet Vendor Association, Inc. (ODVA). The following are registered trademarks of Microsoft Corporation: MS‐DOS Windows

PowerPoint Windows NT

IBM is a registered trademark of International Business Machines Corporation. Pentium is a registered trademark of Intel Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged.

Catalog Number Number ABT‐CCV204-TSL - February February 2012

E 2012 Rockwell Automation, Inc. All rights reserved.

Printed in USA

ABT-CCV204-TSL 2012-02

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