View Machine Edition

INSTALLATION GUIDE
PUBLICATION VIEWME-IN003F-EN-PAugust 2007
Supersedes Publication VIEWME-IN003E-EN-P

Contacting Rockwell

Customer Support Telephone 1-440-646-3434 Online support http://support.rockwellautomation.com

Copyright Notice

2007 Rockwell Automation Technologies Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies Inc. is strictly prohibited. Please refer to the license agreement for details.

Trademark Notices

Allen-Bradley, ControlLogix, FactoryTalk, PLC-2, PLC-3, PLC-5, Rockwell Automation, Rockwell Software, RSLinx, RSView, the Rockwell Software logo, and VersaView are registered trademarks of Rockwell Automation, Inc. The following logos and products are trademarks of Rockwell Automation, Inc.: RSMACC, RSLogix, Data Highway Plus, DH+, RSView, FactoryTalk View, RSView Studio, FactoryTalk View Studio, PanelBuilder, PanelView, RSView Machine Edition, RSView ME Station, and WINtelligent. FactoryTalk Activation, FactoryTalk Administration Console, FactoryTalk Alarms and Events, FactoryTalk Automation Platform, FactoryTalk Services Platform, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, RSAssetSecurity, and FactoryTalk Security. PanelView, RSLinx Classic, RSLinx Enterprise, SLC 5, and SLC 500

Other Trademarks

ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association Inc. (ODVA) Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation. OLE for Process Control is a registered trademark of the OPC Foundation. Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged.

Warranty

This product is warranted in accord with the product license. The products performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This products implementation may vary among users. This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product. Doc ID VIEWME-IN003F-EN-P August 2007

Contents
1 Introducing FactoryTalk View Machine Edition
About FactoryTalk View Machine Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk View Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk View ME Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Additional software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The FactoryTalk View Machine Edition tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk View Studio tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk Activation tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 1 1 2 3 3 3 4

2 Installing and activating FactoryTalk View on personal computers

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Required user rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Opening installation instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Installing FactoryTalk View Machine Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Viewing Release Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Installation summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Activating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing FactoryTalk Activation Server software. . . . . . . . . . . . . . . . . . . . . . 15 Using the FactoryTalk Activation tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Using the FactoryTalk Activation Transfer tool. . . . . . . . . . . . . . . . . . . . . . . . 16 Using the Activation disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Starting FactoryTalk View Studio manually . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Starting automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

3 Running FactoryTalk View ME Station on PanelView Plus terminals

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reinstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 21 21 22

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Starting applications automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Running applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4 Running FactoryTalk View ME Station on PanelView Plus CE terminals

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reinstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Running applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 25 25 26 26 26 27

5 Getting the information you need

Using the FactoryTalk View online Users Guide . . . . . . . . . . . . . . . . . . . . . . . . . . Finding information about PanelView Plus and PanelView Plus CE terminals . . . Using FactoryTalk View Studio Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing the Help contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Finding words or topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accessing technical support services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Try the Users Guide and Help first . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Information on the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contacting Rockwell Automation Technical Support . . . . . . . . . . . . . . . . . . . When you call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 29 30 31 32 33 33 33 33 34 34

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Introducing FactoryTalk View Machine Edition

About FactoryTalk View Machine Edition
FactoryTalk View Machine Edition is software for developing and running humanmachine interface (HMI) applications. FactoryTalk View Machine Edition is designed for monitoring and controlling automated processes and machines. For information about using FactoryTalk View Machine Edition to create and run applications, see the FactoryTalk View Machine Edition Users Guide and online Help. For information about upgrading FactoryTalk View Machine Edition from a previous version, see the Release Notes.

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FactoryTalk View Studio

FactoryTalk View Studio is a Windows-based software program for creating machinelevel monitoring and control applications. This software runs on the Microsoft Windows 2000, Windows XP, and Windows Server 2003 R2 operating systems. FactoryTalk View Studio contains the tools you need for creating all aspects of an HMI application, including real-time animated graphic displays, trends, and alarm reporting.

FactoryTalk View ME Station

FactoryTalk View ME Station provides the runtime environment for the applications you design using FactoryTalk View Studio. You can run machine-level applications on PanelView Plus terminals, on PanelView Plus CE terminals with the Windows CE.NET 4.1 operating system, and on personal computers.

Additional software
The FactoryTalk View Machine Edition CD also includes four additional software products:
FactoryTalk Services Platform installs software that is shared among the components of FactoryTalk View. The FactoryTalk Services Platform must be installed before FactoryTalk View Studio or FactoryTalk View ME Station can be installed. RSLinx Enterprise is a communication server built around FactoryTalk technology to assist in developing and running your FactoryTalk View Machine Edition applications.

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

It is an OPC 2.05 compliant server and will run on a variety of platforms ranging from PanelView Plus dedicated terminals to desktop computers.
RSLinx Classic is software that provides communications to a wide range of devices, such as Logix5000 processors. RSLinx Classic is an OPC-compliant data server. RSLinx Classic is available for personal computers only. Adobe Reader 8.0 is software for reading and printing the online FactoryTalk View Machine Edition Users Guide, Volumes 1 and 2. This FactoryTalk View Machine Edition Installation Guide is also available online. For information about viewing the online books, see Chapter 5.

FactoryTalk Administration Console

The FactoryTalk Services Platform includes software called the FactoryTalk Administration Console. This software allows you to set up FactoryTalk Security. FactoryTalk Security is a method for setting up security for users and computers for multiple Rockwell Automation products in one place. FactoryTalk Security is intended to improve the security of your automation system by limiting access to those with a legitimate need. FactoryTalk Security authenticates user identities and authorizes user requests to access a FactoryTalk system. These security services are fully integrated into the FactoryTalk Directory and are included as part of the FactoryTalk Services Platform that installs with many products. You can also set up FactoryTalk Security in FactoryTalk View Studio. For more information, see Chapter 11, Setting up security, in the FactoryTalk View Machine Edition Users Guide, Volume 1. To open the FactoryTalk Administration Console 1. On the Windows Start menu, select Programs, Rockwell Software, and then click FactoryTalk Administration Console. For information about using the FactoryTalk Administration Console, see FactoryTalk Help.

1 INTRODUCING FACTORYTALK VIEW MACHINE EDITION

The FactoryTalk View Machine Edition tools

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FactoryTalk View Studio tools

These tools are installed with FactoryTalk View Studio:

Application Manager is software for renaming, copying, deleting, backing up, and

restoring applications.

DeskLock is software that prevents Windows 2000, Windows XP, and Windows

Server 2003 R2 users from exiting the FactoryTalk View application at run time. You can use this tool to set up a customized desktop and to prevent access to Windows functions. You cannot use DeskLock if you are running your application on a PanelView Plus or PanelView Plus CE terminal.

ME Firmware Upgrade Wizard is software for installing new firmware releases on

an ME terminal.

ME Transfer Utility is software for moving a runtime machine-level application (.mer file) from the development computer to PanelView Plus or PanelView Plus CE terminals. Tag Import and Export Wizard is software for importing or exporting the

FactoryTalk View tag database.

Diagnostics Viewer allows you to view FactoryTalk Diagnostics messages using the Windows Event Viewer.

To start the tools 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk View, Tools, and then click the tool to start. To start the Diagnostics Viewer 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk Tools, and then click Diagnostics Viewer. These tools are also available from the Tools menu in FactoryTalk View Studio.

FactoryTalk tools
FactoryTalk tools are installed when you install FactoryTalk Services Platform. They are available from the Windows Start menu. To start FactoryTalk tools 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk Tools, and then click the tool to start.

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

FactoryTalk Activation tools

FactoryTalk Activation tools are installed when you install FactoryTalk View, if you choose to install the FactoryTalk Activation Server. They are available from the Windows Start menu. To start FactoryTalk Activation tools 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk Activation, and then click the tool to start.

Installing and activating FactoryTalk View on personal computers

This chapter describes:

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system requirements. installing FactoryTalk View Machine Edition and related software. activating FactoryTalk View. starting FactoryTalk View Studio and using sample applications.

System requirements
To run FactoryTalk View Studio, the recommended requirements are:

Personal computer with an Intel Pentium 4 processor (2 GHz or faster

processor recommended).

Memory (RAM). 1 GB (or more). Hard disk space. Minimum 100 MB. Operating system. One of:

Microsoft Windows 2000 Professional with Service Pack 4 or later. Microsoft Windows XP Professional with Service Pack 2 or later.
If you are planning to upgrade your operating system from an earlier version to Windows XP Professional, see Answer ID 29104 (previously Tech Note #P88739858) for information about how to perform the upgrade. If you dont follow the recommended procedure, you will no longer be able to create or use FactoryTalk View applications.

Microsoft Windows Server 2003 R2 Standard edition (or Standard edition terminal server) with Service Pack 1 or later.
FactoryTalk View Studio is tested and supported on operating systems installed from original Microsoft media only.

Floppy disk drive. Activation keys for upgrades to RSView Machine Edition products are supplied on a floppy disk. FactoryTalk View Activation does not

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

require a floppy disk drive, although you can use floppy disks or other removable media to transfer activations from one computer to another.

Installing
The steps below explain how to install FactoryTalk View Studio, FactoryTalk View ME Station, FactoryTalk Services Platform, FactoryTalk Activation Server, and RSLinx software from the FactoryTalk View Machine Edition CD to your computer.

Required user rights

The installation process creates program folders and modifies registry entries. In order to make these modifications, the user that is currently logged in must have administrative rights on the personal computer on which FactoryTalk View is installed (for example, the Windows 2000 Administrator account has these rights). To start installation 1. Close all open Windows programs. 2. Place the FactoryTalk View Machine Edition CD in your CD-ROM drive. The CD should start running automatically. If the CD does not start automatically, run D:\Setup.exe, where D is the drive containing the CD. When the CD window opens, these options are displayed:

Open Installation Instructions Install FactoryTalk View Machine Edition Open Release Notes Watch Install Video
If you are installing the FactoryTalk View ME software for the first time on a clean machine, click Watch Install Video to see a video with detailed installation instructions.

The gray text pane on the right provides information about the options on the left. When you move the mouse cursor over an option on the left, the text on the right describes what selecting the option will do. You can also exit the installation CD from this window.

2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

Opening installation instructions

Select Open Installation Instructions to perform these actions:

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Open FactoryTalk View Installation Assistant The FactoryTalk View Installation Assistant is a step-by-step help file that guides you through the installation process. Open FactoryTalk View Installation Guide This FactoryTalk View Machine

Edition Installation Guide is available on the FactoryTalk View Machine Edition CD, and can be opened and read using Adobe Reader. If you dont have Adobe Reader, you can install it from the CD.

Install Adobe Reader Click this heading to install Adobe Reader 8.0 software on your computer. Use Adobe Reader to read this FactoryTalk View Machine Edition Installation Guide and the FactoryTalk View Machine Edition Users Guide included on the CD. To install Adobe Reader, click this heading and follow the instructions on the screen.
When the Adobe installation process starts, close the FactoryTalk View Machine Edition installation CD by clicking Exit in the text pane on the right. Adobe installation cannot complete if the CD is open. After you have clicked Finish in the Setup Wizard for Adobe Reader, restart the FactoryTalk View Machine Edition installation.

Installing FactoryTalk View Machine Edition

To successfully upgrade from RSView Enterprise 4.00 to FactoryTalk View 5.00, it is essential that you follow these steps in the order they are listed.

Select Install FactoryTalk View Machine Edition to perform these installation steps: 1. Uninstall FactoryTalk View Machine Edition If you are upgrading from an earlier version of FactoryTalk View Studio, you must uninstall the earlier version of FactoryTalk View Machine Edition and certain other Rockwell Automation products before upgrading. FactoryTalk View uninstalls some products for you when you select Uninstall FactoryTalk View Machine Edition. FactoryTalk View also displays a list of products that you must uninstall manually (if any are present on the computer), using Add/Remove Programs in the Windows Control Panel. You must uninstall these products first, before uninstalling FactoryTalk View Machine Edition.

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

For more information about upgrading FactoryTalk View Machine Edition from a previous version, see the Release Notes. To uninstall earlier Rockwell Automation products 1. Click Uninstall FactoryTalk View Machine Edition. The Uninstall FactoryTalk View dialog box opens, displaying two lists of products found on the computer that must be uninstalled before proceeding with the current installation.

2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

2. Uninstall the products in the lower list, if any, using the Windows Control Panel.
2 Placeholder Do not manually uninstall the Windows Firewall Configuration Utility. Doing so will cause a fatal error. Allow FactoryTalk View to uninstall the program automatically in the next step.

3. When you have finished uninstalling all the programs in the lower list, uninstall the products in the upper list by clicking OK. 4. If FactoryTalk Services Platform is one of the programs uninstalled, you are asked whether you plan to revert to an earlier version of FactoryTalk Services Platform or FactoryTalk Automation Platform. Click Yes for more information about reverting. Click No to continue with the uninstall. 2. Install FactoryTalk Services Platform This step installs FactoryTalk Services Platform. You are also given the option to install the FactoryTalk Administration Console. The FactoryTalk Directory is installed and set up automatically during the installation of FactoryTalk Services Platform. Existing FactoryTalk Directory settings, if any, are retained on the computer. If your operating system is Windows XP with Service Pack 2, the Windows Firewall Configuration Utility is also installed automatically. To install FactoryTalk Services Platform 1. In the FactoryTalk View Machine Edition page, click Install FactoryTalk Services Platform. 2. Follow the on-screen instructions. A dialog box notifies you that existing FactoryTalk Directories (if any) have been backed up, and gives the location of the backup files. The FactoryTalk Services Platform is installed. 3. You are asked whether to restart the computer now. To continue with installing FactoryTalk View Machine Edition, click No. When the FactoryTalk Services Platform installation finishes, the wizard closes and you are returned to the Install FactoryTalk View Machine Edition page.

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

3. Install FactoryTalk View Machine Edition (complete) or Install FactoryTalk View Machine Edition Station only This step involves installing FactoryTalk View Studio and installing FactoryTalk View ME Station. You can install FactoryTalk View ME Station only, or install both products at the same time. This step also optionally installs these software products:

RSLinx Enterprise FactoryTalk Activation Server Microsoft .NET Framework 1.1 and 2.0 (if not already installed on the computer)

To install one or both FactoryTalk View Machine Edition products 1. Do one of the following:

To install both products, click Install FactoryTalk View Machine Edition (complete). To install FactoryTalk View ME Station only, click Install FactoryTalk View Machine Edition Station only.

2. You are warned that the installation will terminate all Rockwell Automation software processes. Click Yes to proceed with the installation. The FactoryTalk View Machine Edition Installation (InstallShield) Wizard opens. 3. Follow the on-screen instructions.

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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

4. At the end of the installation process you are given the opportunity to view the FactoryTalk View Machine Edition Release Notes. If you dont wish to view the Release Notes at this time, clear the checkbox. 5. You are also given the opportunity to install the FactoryTalk Activation Server. Do one of the following:

If activation is present from a previous installation, or you dont intend to use FactoryTalk Activation on this computer, clear the checkbox, and then click Finish. If you removed a previous activation, or if you are installing FactoryTalk View Machine Edition for the first time, leave the checkbox selected, and then click Finish.

If you choose not to install the FactoryTalk Activation Server software now, you can install it later. For more information about activation, see page 14. 6. The RSLinx Enterprise Installation Wizard starts automatically once the FactoryTalk View Machine Edition installation is complete. To install RSLinx Enterprise, follow the on-screen instructions.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

7. At the end of the RSLinx Enterprise installation you are given the opportunity to view the RSLinx Enterprise Release Notes. Make your choice, and then click Finish. 8. If you previously selected the option to install the FactoryTalk Activation Server, the FactoryTalk Activation Server Installation Wizard starts. a. Follow the on-screen instructions. b. If Microsoft .NET Framework 1.1 or 2.0 is not installed on the computer, you are prompted to install it. This software is required by the FactoryTalk Activation Server. Follow the on-screen instructions to install the Microsoft .NET Framework software. c. When you are notified that the FactoryTalk Activation Server Installation Wizard is complete, click Finish. d. The FactoryTalk Activation tool and FactoryTalk Activation wizard open. To obtain activations now, follow the on-screen instructions. If you dont want to obtain activations now, close the tool and wizard. You can use the FactoryTalk Activation tool and wizard to obtain activations at a later time, as described on page 16. You must have an active Internet connection to obtain activation files. 9. At the end of the FactoryTalk View installation process you are prompted to restart your computer. Do one of the following:

If you are not installing any other software, click Yes to restart your computer. If you want to install RSLinx Classic, click No, and restart later.

4. Install RSLinx Enterprise RSLinx Enterprise is required for runtime communications. RSLinx Enterprise is installed automatically once the FactoryTalk View Machine Edition installation is complete. You can therefore skip this step. If you dont install RSLinx Enterprise during the FactoryTalk View Machine Edition installation, but later decide you want to use RSLinx Enterprise, you can install it separately. To install RSLinx Enterprise 1. Click Install RSLinx Enterprise. 2. Follow the on-screen instructions. 3. You are given the opportunity to view the RSLinx Enterprise Release Notes. Make your choice, and then click Finish.

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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

5. Install RSLinx Classic (optional) If your application requires communications not supported by RSLinx Enterprise, you have the option of installing RSLinx Classic, either alone or with RSLinx Enterprise. Install RSLinx Classic if you are migrating PanelView or RSView Enterprise 2.10.00 applications to FactoryTalk View. To install RSLinx Classic 1. Click Install RSLinx Classic (optional). 2. Follow the on-screen instructions. 3. At the end of the installation you are given the opportunity to restore a previous RSLinx Classic configuration. To do this, click Restore, and then follow the on-screen instructions. 4. You are given the opportunity to view the RSLinx Classic Release Notes. Make your choice, and then click Finish. 5. Restart the computer. 6. Install Product Updates (optional) Click this link to open a help file that tells you how to find out about and apply any updates that are available for the products that you have installed.
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Viewing Release Notes

Click Open Release Notes to open the Product Release Notes page of the installation CD. You can:

Open FactoryTalk View Release Notes Open RSLinx Enterprise Release Notes Open RSLinx Classic Release Notes

Click these links to open the Release Notes files. The Release Notes are also available from the installation programs for their respective products.

Installation summary
The installation does the following:

installs the shared components for the FactoryTalk Services Platform. installs FactoryTalk View Studio and FactoryTalk View ME Station in \Program Files\Rockwell Software\RSView Enterprise. This folder contains the FactoryTalk View Studio software and tools.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

installs RSLinx Enterprise in \Program Files\Rockwell Software\RSLinx Enterprise. This folder contains the RSLinx Enterprise files. (optionally) installs RSLinx Classic in \Program Files\Rockwell Software\RSLINX. This folder contains the RSLinx Classic files. adds a \Program Files\Rockwell Software\RSUtil folder. This folder contains Rockwell Software utilities you can use for activating FactoryTalk View Studio if you are upgrading from RSView Machine Edition. It also contains the Rockwell Automation Services and Support Help file. adds a \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\Images folder. This folder contains bitmap image files that you can use on graphic objects. adds a \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\HMI projects folder. This folder contains sample applications for FactoryTalk View Studio and stores applications that you create. adds a \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\Libraries folder. This folder contains graphic library component files and image files used in the library displays. adds a \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\Faceplates folder. This folder contains graphic displays, global object displays, and image files used for Logix5000 process faceplates.

Activating
FactoryTalk View Machine Edition uses activation files to activate its software packages. Without activation, FactoryTalk View Studio runs in demo mode, allowing two hours of use and no more than five displays (including the three default displays). Without activation, FactoryTalk View ME Station runs in demo mode on personal computers. Activation is not required for PanelView Plus and PanelView Plus CE terminals. There are two methods for activating FactoryTalk View Machine Edition:

using FactoryTalk Activation Server software to download and transfer activation files.

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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

using an Activation disk containing EvRSI activation files. This method is available only if you are upgrading from a previous version of RSView Machine Edition software.
FactoryTalk Activation will replace EvRSI activation in a future release. If you are using EvRSI activation, please contact your local Rockwell Automation Sales office or Technical Support for information about migrating your activations to FactoryTalk Activation.

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Activation files FactoryTalk View Studio uses the activation file RSVME.STUDIO. For FactoryTalk View ME Station running on a personal computer, the particular activation files depend on the licensing you purchase, and determine how many displays your applications can contain:

RSVME.RUN comes with a license for 75 displays. RSVME.30 comes with a license for 30 displays. RSVME.15 comes with a license for 15 displays.

Installing FactoryTalk Activation Server software

You are given the opportunity to install FactoryTalk Activation Server software at the end of the FactoryTalk View Machine Edition installation process. If you did not install FactoryTalk Activation at that time, you can install it separately. FactoryTalk Activation Server software includes two tools:

FactoryTalk Activation tool allows you to download activation files using an Internet connection. FactoryTalk Activation Transfer tool allows you to transfer activation files to a computer that does not have an Internet connection.

For information about using the tools, see the Help for the tools. To install FactoryTalk Activation Server software 1. Load the FactoryTalk View Machine Edition installation CD. 2. In Windows Explorer or My Computer, browse to this folder on the CD: Redist\FTA\FTAServer 3. Double-click setup.exe. 4. Follow the on-screen instructions.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

5. When you are notified that the Installation Wizard is complete, click Finish. 6. The FactoryTalk Activation tool and FactoryTalk Activation wizard open. To obtain activations now, follow the on-screen instructions. If you dont want to obtain activations now, close the wizard and tool. You can use the FactoryTalk Activation tool and wizard to obtain activations at a later time, as described in the next section. You must have an active Internet connection to obtain activation files.

Using the FactoryTalk Activation tool

The FactoryTalk Activation tool allows you to obtain the activation files needed to activate your software. You must have an active Internet connection to obtain activation files. The FactoryTalk Activation wizard, accessible from the FactoryTalk Activation tool, guides you through the process of obtaining activation files. To open the FactoryTalk Activation tool 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk Activation, and then click FactoryTalk Activation Tool. For details about using the tool, click Help. To use the FactoryTalk Activation wizard 1. In the FactoryTalk Activation tool, click the Get Activations tab. 2. Click Open Activation Wizard. 3. Follow the on-screen instructions. 4. When you are notified that the product activations have been downloaded, click Finish.

Using the FactoryTalk Activation Transfer tool

The FactoryTalk Activation Transfer tool allows you to transfer activation files to computers that do not have an active Internet connection. To open the FactoryTalk Activation Transfer tool 1. On the Windows Start menu, select Programs, Rockwell Software, FactoryTalk Activation, and then click FactoryTalk Activation Transfer Tool. For details about using the tool, click Help.

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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

Using the Activation disk

The Activation disk (also referred to as a Master disk) activates FactoryTalk View Machine Edition products using the EvRSI activation method. This method is available only if you are upgrading from a previous version of RSView Machine Edition software.
FactoryTalk Activation will replace EvRSI activation in a future release. If you are using EvRSI activation, please contact your local Rockwell Automation Sales office or Technical Support for information about migrating your activations to FactoryTalk Activation. 2 Placeholder

The Activation disk contains:

one or more activation files. The activation file is the software key that activates your FactoryTalk View Machine Edition product. Depending on what you purchase, your Activation disk has one or more activation files. For example, if your company purchases four FactoryTalk View Studio installations, you require four activation keys. Multiple copies of the same software require activation keys with matching serial numbers. All of the activation keys can be on the same Activation disk.

a program called EvMoveW.exe that moves activation keys to and from computers. a program called ResetW.exe that reactivates a damaged activation key.

You can move activation keys to and from the Activation disk. The programs EvMoveW.exe and ResetW.exe always stay on the Activation disk. For more information about using the Activation disk, see the Activation Help. To open the Activation Help 1. On the Windows Start menu, select Programs, Rockwell Software, Utilities, and then click Activation Help.

Starting
You can start FactoryTalk View Studio manually, or you can set up the program to start automatically when Windows starts. For information about starting FactoryTalk View ME Station on a PanelView Plus terminal, see Chapter 3. For information about starting FactoryTalk View ME Station on a PanelView Plus CE terminal, see Chapter 4.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Starting FactoryTalk View Studio manually

To start FactoryTalk View Studio 1. On the Windows Start menu, select Programs, and then click FactoryTalk View Studio.

Starting automatically
To start FactoryTalk View Studio automatically each time Windows starts, include a shortcut in the Windows Startup folder. To add FactoryTalk View Studio to the Startup folder 1. Browse to the location of the Launcher.exe file. The path is \Program Files\Rockwell Software\RSView Enterprise\Launcher.exe. 2. Right-click the Launcher file name, and then click Create Shortcut. 3. Cut and paste, or drag and drop, the Shortcut to Launcher into the Startup folder. The path is Documents and Settings\All Users\Start Menu\Programs\Startup. When you start your computer, FactoryTalk View Studio starts automatically. Depending on how you have set up security, you might be prompted to log into FactoryTalk Directory. For information about setting up security, see Chapter 11, Setting up security, in the FactoryTalk View Machine Edition Users Guide, Volume 1.

Using sample applications

FactoryTalk View Studio comes with sample applications that highlight features of the product. Most of these applications have two versions, designed for two different screen resolutions. For example:

objects_640x480.med Objects_800x600.med

The path to the sample applications is: \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\ HMI projects. HMI projects contains a folder for each sample application. As well as the .med file, a sample runtime application file (with the extension .mer) is included in each sample applications folder.

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2 Placeholder

2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

If you havent activated FactoryTalk View Studio, use the sample application Objects 5 Screen Demo.med.
When you first install FactoryTalk View, sample applications are accessible to all users. For information about setting up users and granting them access to applications, see Chapter 11, Setting up security, in the FactoryTalk View Machine Edition Users Guide, Volume 1.

To open a sample application when you start FactoryTalk View Studio 1. In FactoryTalk View Studio, in the New/Open Machine Edition Application dialog box, click the Existing tab. 2. Click the name of the sample application to open. 3. Select a language for the application. 4. Click Open. To open a sample application after FactoryTalk View Studio is open 1. In FactoryTalk View Studio, on the File menu, click Open Application. If an application is already open, you are asked whether to close it. Click Yes. 2. Click the name of the sample application to open. 3. Select a language for the application. 4. Click Open.

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Running FactoryTalk View ME Station on PanelView Plus terminals

This chapter describes:

3 Placeholder

system requirements. reinstalling FactoryTalk View ME Station and related software. starting FactoryTalk View ME Station and using sample applications.

System requirements
To run FactoryTalk View ME Station on a PanelView Plus terminal, the minimum requirements are:

Available Memory (RAM). 64 MB. Available Flash Storage space. 32 MB. Operating system. Microsoft Windows CE.NET 4.1. PC cards. Optional cards for storing temporary files or data log files.

Installing
The PanelView Plus terminal comes with FactoryTalk View ME Station pre-installed.

Reinstalling
If necessary, you can reinstall or upgrade FactoryTalk View ME Station on the PanelView Plus terminal using the Firmware Upgrade Wizard. The wizard reinstalls FactoryTalk View ME Station and RSLinx Enterprise as well as other programs.
To determine what is included in any firmware upgrade, please refer to Answer ID 33326 (previously Tech Note #Q154160016) in the Rockwell Automation Knowledgebase.

Using the Firmware Upgrade Wizard, you can:

create a firmware upgrade card that can be plugged into a PanelView Plus terminal. update the firmware on a PanelView Plus terminal that is connected by a network to a personal computer.

21

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To start the Firmware Upgrade Wizard 1. On the development computers Windows Start menu, select Programs, Rockwell Software, FactoryTalk View, Tools, and then click ME Firmware Upgrade Wizard. The development computer is the computer on which FactoryTalk View Studio is installed. 2. Follow the instructions in the wizard to reinstall or upgrade the firmware on your PanelView Plus terminal. For more information, see the Firmware Upgrade Wizard Help, or the PanelView Plus Terminals User Manual. Information about installing and using the Firmware Upgrade Wizard is also available in Answer ID 25776 (previously Tech Note #A53040474) in the Rockwell Automation Knowledgebase.

Starting
FactoryTalk View ME Station starts and the FactoryTalk View ME Station dialog box opens automatically when the PanelView Plus terminal starts up.

Starting applications automatically

You can set up FactoryTalk View ME Station to run a particular application automatically when the PanelView Plus terminal is turned on. For more information, see the PanelView Plus Terminals User Manual.

Running applications
Before you can run an application on the PanelView Plus terminal, you must transfer it to the PanelView Plus terminal. For information about transferring applications to the PanelView Plus terminal and preparing to run them, see Chapter 16, Transferring applications to a PanelView Plus or PanelView Plus CE terminal, in the FactoryTalk View Machine Edition Users Guide, Volume 1, or see the PanelView Plus Terminals User Manual.

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3 RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS TERMINALS

Using sample applications

3 Placeholder

FactoryTalk View Studio comes with sample applications that highlight features of the product. Most of these applications have two runtime versions, designed for two different screen resolutions. For example:

objects_640x480.mer objects_800x600.mer

The sample applications are located at this path on the development computer: \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\HMI projects HMI projects contains a folder for each sample application. FactoryTalk View ME Station starts automatically on the PanelView Plus terminal. You just need to select the application to run. To run a sample runtime application 1. Transfer the applications .mer file to the PanelView Plus terminal and prepare to run the application. For detailed instructions, see the PanelView Plus Terminals User Manual.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

2. In the FactoryTalk View ME Station dialog box, click Load Application. 3. Select the sample applications .mer file, and then click Load. 4. To replace the terminals current communication configuration with the applications communication configuration, click Yes. Click No to keep the terminals current communication configuration. If you click Yes, the applications RSLinx Enterprise communication settings replace the settings that were on the terminal. You are warned that the new settings will overwrite the settings in the System folder. 5. To overwrite the existing settings, click Yes. To retain the existing settings, click No. The application name is displayed in the Current application box in the FactoryTalk View ME Station dialog box. 6. To run the application, click Run Application.

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Running FactoryTalk View ME Station on PanelView Plus CE terminals

This chapter describes:

4 Placeholder

system requirements. reinstalling FactoryTalk View ME Station and related software. starting FactoryTalk View ME Station and using sample applications.

System requirements
To run FactoryTalk View ME Station on a PanelView Plus CE industrial computer, the minimum requirements are:

Available Memory (RAM). 64 MB. Available Storage Card space. 32 MB. Operating system. Microsoft Windows CE.NET 4.1. PC cards. Optional cards for storing temporary files or data log files.

Installing
The PanelView Plus CE terminal comes with FactoryTalk View ME Station already installed.

Reinstalling
If necessary, you can reinstall or upgrade FactoryTalk View ME Station on the PanelView Plus CE terminal using the Firmware Upgrade wizard. The wizard reinstalls FactoryTalk View ME Station and RSLinx Enterprise as well as other programs.
To determine what is included in any firmware upgrade, please refer to Answer ID 33326 (previously Tech Note #Q154160016) in the Rockwell Automation Knowledgebase.

Using the Firmware Upgrade wizard, you can:

create a firmware upgrade card that can be plugged into a PanelView Plus CE terminal. update the firmware on a PanelView Plus CE terminal that is connected by a network to a personal computer.

25

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To start the Firmware Upgrade Wizard 1. On the development computers Windows Start menu, select Programs, Rockwell Software, FactoryTalk View, Tools, and then click ME Firmware Upgrade Wizard. The development computer is the computer on which FactoryTalk View Studio is installed. 2. Follow the instructions in the wizard to reinstall or upgrade the firmware on your PanelView Plus CE terminal. For more information, see the Firmware Upgrade Wizard Help, or the PanelView Plus Terminals User Manual. Information about installing and using the Firmware Upgrade Wizard is also available in Answer ID 25776 (previously Tech Note #A53040474) in the Rockwell Automation Knowledgebase.

Starting
You can start FactoryTalk View ME Station manually, or you can set up the program to start automatically when the PanelView Plus CE terminal is turned on. To start FactoryTalk View ME Station on a PanelView Plus CE terminal 1. On the Windows Start menu, select Programs, Rockwell Software, and then click FactoryTalk View ME Station. The FactoryTalk View ME Station dialog box opens. For information about the options in the dialog box, see the PanelView Plus Terminals User Manual.

Starting automatically
You can set up FactoryTalk View ME Station to start automatically and run a particular application when the PanelView Plus CE terminal is turned on. For more information, see the PanelView Plus Terminals User Manual.

Running applications
Before you can run an application on the PanelView Plus CE terminal, you must transfer it to the PanelView Plus CE terminal. For information about transferring applications to the PanelView Plus CE terminal and preparing to run them, see Chapter 16, Transferring applications to a PanelView Plus or PanelView Plus CE terminal, in the FactoryTalk View Machine Edition Users Guide, Volume 1, or see the PanelView Plus Terminals User Manual.

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4 RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS CE TERMINALS

Using sample applications

4 Placeholder

FactoryTalk View Studio comes with sample applications that highlight features of the product. Most of these applications have two runtime versions, designed for two different screen resolutions. For example:

objects_640x480.mer objects_800x600.mer

The sample applications are located at this path on the development computer (the computer on which FactoryTalk View Studio is installed): \Documents and Settings\All Users\(Shared) Documents\RSView Enterprise\ME\HMI projects HMI projects contains a folder for each sample application. To run a sample runtime application 1. Transfer the applications .mer file to the PanelView Plus CE terminal and prepare to run the application. For detailed instructions, see the PanelView Plus Terminals User Manual. 2. Start FactoryTalk View ME Station.

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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

3. In the FactoryTalk View ME Station dialog box, click Load Application. 4. Select the sample applications .mer file, and then click Load. 5. To replace the terminals current communication configuration with the applications communication configuration, click Yes. Click No to keep the terminals current communication configuration. If you click Yes, the applications RSLinx Enterprise communication settings replace the settings that were on the terminal. You are warned that the new settings will overwrite the settings in the System folder. 6. To overwrite the existing settings, click Yes. To retain the existing settings, click No. The application name is displayed in the Current application box in the FactoryTalk View ME Station dialog box. 7. To run the application, click Run Application.

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Getting the information you need

This chapter describes:

5 Placeholder

using the FactoryTalk View Machine Edition Users Guide. downloading the PanelView Plus Terminals User Manual. using the FactoryTalk View Studio Help. accessing Rockwell Automation technical support services.

Using the FactoryTalk View online Users Guide

The FactoryTalk View Machine Edition Users Guide provides procedures and reference information for creating applications in FactoryTalk View Studio and running applications in FactoryTalk View ME Station. To view the Users Guide while FactoryTalk View Studio is running

In FactoryTalk View Studio, on the Help menu, select Online Books, and then click Users Guide Volume 1 or Users Guide Volume 2. This FactoryTalk View Machine Edition Installation Guide is also available from the Help menu.

These manuals are also available on the FactoryTalk View Machine Edition CD. If desired, you can print the online Users Guide. For information about printing PDF files, see Adobe Reader Help.

Finding information about PanelView Plus and PanelView Plus CE terminals

This manual for operating PanelView Plus and PanelView Plus CE terminals is provided on the FactoryTalk View Machine Edition CD:

PanelView Plus Terminals User Manual

The manual provides procedures for setting up the terminals to run your applications. This manual is also available for download from the Rockwell Software page at: http://www.rockwellautomation.com/rockwellsoftware/

29

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To download the terminal manual from the Rockwell Software page 1. In the Rockwell Software box at the left side of the page, under Resources click Literature Library. 2. On the Literature Library page, in the New Search box, select Title. 3. In the box next to the New Search box, type PanelView Plus Terminal User Manual, and then click the button with the double right arrow. 4. To open the manual, click on the PDF file at the right end of the row. You need to have Adobe Reader installed on your computer to read or print the manual.

Using FactoryTalk View Studio Help

FactoryTalk View Studio Help provides step-by-step procedures and reference information for working with all the features in FactoryTalk View Studio. To open Help while FactoryTalk View Studio is running, do one of the following

On the FactoryTalk View Studio menu bar, select Help, and then click Contents. Click the Help button or press the F1 key in any editor or dialog box.

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5 GETTING THE INFORMATION YOU NEED

Viewing the Help contents

For an overview of FactoryTalk View Studio Help, click the Contents tab.
5 Placeholder

To see the topics in a book, click the +.

To see a topic, click the topic.

31

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Using the index

The Help index is similar to an index in a book, listing keywords for topics in Help. To see and search the index, click the Index tab.

To see a topic, double-click it, or select the topic and then click the Display button.

32

5 GETTING THE INFORMATION YOU NEED

Finding words or topics

To search the entire text of the Help, click the Search tab.
5 Placeholder

Type the word to search for here, and then click List Topics.

Scroll through the list to find the term youre looking for. When you find the term, double-click it to go to that topic.

Accessing technical support services

You have many options for finding information about using FactoryTalk View and for solving problems with FactoryTalk View.

Try the Users Guide and Help first

The FactoryTalk View Users Guide and Help provide comprehensive information about typical uses of FactoryTalk View. Quite likely your question is answered in the documentation. To find the answer, use the table of contents and the index in the Users Guide and Help.

Information on the Internet

If you cant find the answer to your question or problem in the Users Guide or Help, you can also find information on the World Wide Web.

33

FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To open Internet support pages from FactoryTalk View Studio 1. On the Help menu, select Rockwell Automation on the Web, and then click the name of the web page to view. To use Rockwell Automation on the Web, you must have a web browser installed on your computer, and you must have an active Internet connection. The Rockwell Automation support web site The Rockwell Automation support web site includes comprehensive searchable databases of support information for all Rockwell Automation products. It also includes online support, software utilities and downloads, case studies, and literature. The support web site is located at: http://support.rockwellautomation.com The Rockwell Automation Knowledgebase is a searchable database of technical notes and frequently asked questions updated daily by our support specialists. The Knowledgebase is available from the Rockwell Automation support page. To open the Knowledgebase 1. On the Rockwell Automation support page, click Knowledgebase.

Contacting Rockwell Automation Technical Support

If you cant find the answer to your question using any of the resources suggested above, contact Rockwell Automation Technical Support at: 4406463434 Support staff are available Monday through Friday from 8 AM to 7 PM Eastern Standard Time (North America only), except during holidays.

When you call

When you call, please be at your computer, and be prepared to give this information:

the product serial number You can find this number on the Activation disk label and in the Help About dialog box in FactoryTalk View Studio.

the product version number the type of hardware you are using the exact wording of any messages that appeared on your screen

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5 GETTING THE INFORMATION YOU NEED

a description of what happened, and what you were doing when the problem occurred a description of how you tried to solve the problem
5 Placeholder

You might also be required to provide information about the FactoryTalk View add-ons and updates that are installed on your computer. To view the list of installed add-ons and updates 1. In FactoryTalk View Studio, with the Explorer window active, on the Help menu click About FactoryTalk View Studio. 2. To view the list of installed add-ons, click Add-Ons. 3. To view the list of installed updates, click Updates.

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