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INSTALLATION GUIDE
PUBLICATION VIEWME-IN003H-EN-E August 2010
Supersedes Publication VIEWME-IN003G-EN-E
Contact Rockwell Customer Support Telephone 1.440.646.3434
Online Support http://www.rockwellautomation.com/support/
Copyright Notice 2010 Rockwell Automation, Inc. All rights reserved. Printed in USA.
This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any
reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited.
Please refer to the license agreement for details.
Trademark Notices Allen-Bradley, ControlLogix, Data Highway Plus, DH+, Data Highway II, FactoryTalk, Logix5000, PanelBuilder,
PanelView, PLC-2, PLC-3, PLC-5, Rockwell, Rockwell Automation, Rockwell Software, RSAssetSecurity, RSLinx,
RSLogix, , RSView, RSView Administration Console, SLC, VersaView, and WINtelligent,are registered trademarks of
Rockwell Automation, Inc.
Any Rockwell Automation software or hardware not mentioned here is also a trademark, registered or otherwise, of
Rockwell Automation, Inc.
Other Trademarks ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows
ME, Windows NT, Windows 7 Professional, Windows Server-, Windows XP, and Vista are either registered trademarks
or trademarks of Microsoft Corporation in the United States and/or other countries.
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United States and/or other countries.
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ControlNet is a registered trademark of ControlNet International.
DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA).
Symbol Factory is a trademark of Sofware Toolbox.
All other trademarks are the property of their respective holders and are hereby acknowledged.
Warranty This product is warranted in accordance 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.
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Reinstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Starting applications automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Running applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
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1 Introducing FactoryTalk View Machine
1 Placeholder
Edition
About FactoryTalk View Machine Edition
FactoryTalk View Machine Edition is software for developing and running human-
machine 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 Help.
For information about upgrading FactoryTalk View Machine Edition from a previous
version, see the Release Notes.
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. It
is an OPC 2.05 compliant server and will run on a variety of platforms ranging from
dedicated PanelView Plus 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 9.10.0.1 is software for reading and printing the online FactoryTalk
View Machine Edition UsersGuide. This FactoryTalk View Machine Edition Installation
Guide is also available online. For information about viewing the online books, see
Chapter 5.
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1 INTRODUCING FACTORYTALK VIEW MACHINE EDITION
1 Placeholder
Administration Console.
For information about using the FactoryTalk Administration Console, see FactoryTalk
Help.
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.
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2 Installing and activating FactoryTalk View
2 Placeholder
on personal computers
This chapter describes:
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:
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 do not
follow the recommended procedure, you will no longer be able to create or use
FactoryTalk View applications.
Microsoft Windows Server 2008 Standard edition with Service Pack 2 (32-bit or
64-bit) or Windows Server 2008 EnterpriseR2 Standard editionwith Service Pack
2 (3264-bit)
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
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 Manager, and
RSLinx software from the FactoryTalk View Machine Edition CD to your computer.
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
Open Product Update Help
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
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
2 Placeholder
selecting the option will do. You can also exit the installation CD from this window.
To successfully upgrade from RSView Enterprise 4.00 to FactoryTalk View 5.00 or later, it is essential
that you follow these steps in the order they are listed.
Click Install FactoryTalk View Machine Edition to perform these installation steps:
2. If you are upgrading from a previous version, you are asked to uninstall the previous
version of Services Plactform, as the following illustration shows.
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
2 Placeholder
When the FactoryTalk Services Platform installation finishes, the wizard closes and
you are returned to the Install FactoryTalk View Machine Edition page.
or
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
2 Placeholder
5. To install RSLinx Enterprise, leave the checkbox for that item selected. If you choose
not to install the RSLinx Enterprise software now, you can install it later. To activate
FactoryTalk View products, FactoryTalk Activation is defaulted to be installed on
your computer.
6. Click Finish.You are also given the opportunity to install the FactoryTalk Activation.
You must upgrade FactoryTalk Activation software to version 3.30 or later in order to
acquire new activations or use borrowed activations.
Do one of the following:
If activation is present from a previous installation, or you do not intend to use
FactoryTalk Activation on this computer, clear the check box, and then click
Finish. Previous activations cannot be borrowed.
If you removed a previous activation, or if you are installing FactoryTalk View
Machine Edition for the first time, or if you intend to borrow activations, leave the
check box selected, and then click Finish.
If you choose not to install the FactoryTalk Activation software now, you can install it
later.
For more information about activation, see page 15.
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7. If you previously selected the option to install RSLinx Enterprise, the RSLinx
Enterprise Installation Wizard starts, follow the on-screen instructions to finish.
8. 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.
9. If you previously selected the option to install FactoryTalk Activation, tThe
FactoryTalk Activation Server Installation Wizard starts automatically.
a. Follow the on-screen instructions.
b. When you are notified that the FactoryTalk Activation Manager setup completes
successfully, click Finish.
10. 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.
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
2 Placeholder
2. Follow the on-screen instructions.
3. If Microsoft .NET Framework 3.5 SP1 is not installed on the computer, you are
prompted to install it. This software is required by FactoryTalk Activation. Follow the
on-screen instructions to install the Microsoft .NET Framework software.
4. When you are notified that the FactoryTalk Activation Manager setup completes
successfully, click OK.
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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.
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.
adds a \ME\Archives folder. This folder contains stored ME archive application files
with the .apa extension.
adds a folder containing bitmap image files that you can use on graphic objects. This
file is located in:
(Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\Images
(Windows 7 Professional, Windows Vista and Windows Server 2008)
\Users\Public\Public Documents\RSView Enterprise\Images
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
adds a folder containing sample applications for FactoryTalk View Studio and stores
applications that you create. This file is located in:
2 Placeholder
(Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\HMI projects
(Windows 7 Professional, Windows Vista and Windows Server 2008)
\Users\Public\Public Documents\RSView Enterprise\ME\HMI projects
adds a folder containing graphic library component files and image files used in the
library displays .This file is located in:
(Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\Libraries
(Windows7 Professional, Windows Vista and Windows Server 2008)
\Users\Public\Public Documents\RSView Enterprise\ME\Libraries
adds a folder containing graphic displays, global object displays, and image files used
for Logix5000 process faceplates. This folder is located in:
(Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\Faceplates
(Windows 7 Professional, Windows Vista and Windows Server 2008)
\Users\Public\Public Documents\RSView Enterprise\ME\Faceplates
Activating
FactoryTalk View Machine Edition uses activation files to activate its software packages.
Without activation, FactoryTalk View Studio runs for a grace period of seven days, and
then 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 also provides a seven-day grace period
before running in demo mode on personal computers. Activation is not required for
PanelView Plus and PanelView Plus CE terminals.
You can activate FactoryTalk View Machine Edition by using FactoryTalk Activation
software to download and transfer activation files.
FactoryTalk Activation
FactoryTalk Activation provides a secure, software-based system for activating Rockwell
Software products and managing software activation files. With FactoryTalk Activation,
there is no need for a physical master disk or any physical media; instead, activation
files are generated and distributed electronically.
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
2 Placeholder
Activations, or you may click Manage Activations tab, then click Get New
Activations.
2. Select the Activation Method to be used.
To provide the softwares Serial Number and Product Key, identify the activation
servers Host ID, and download activation files, follow the instructions in the
manager.
3. Save the activation file or files.
Activation files must have a .lic extension. You can save the files to the default
location:
On Windows 2003 and Windows XP the default location for FactoryTalk activation
files is:. C:\Documents and Settings\All Users\Shared Documents\Rockwell
Automation\Activations
On Windows 7 Professional and Windows Vista the default location for FactoryTalk
activation files is: C:\Users\Public\Documents\Rockwell Automation\Activations"
For details, click Help in the top left corner of the page.
17
activations with newer ones free of charge by a process called rehosting, or you can add
new activations. In either case, FactoryTalk Activation software must be upgraded to
version 3.30 or later to allow borrowing of activations.
For information about rehosting, see the Getting Results CD provided with your
installation package.
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
2 Placeholder
4. In the Set Borrow Term window, set the time of the return by entering a calendar date,
net number of days, or approximate hours (shift). The default Calendar date is the
maximum borrow term for the activation or group of activations.
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2 INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS
only if you are upgrading from a previous version of FactoryTalk View Machine Edition
software.
2 Placeholder
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.
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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Starting automatically
To start FactoryTalk View Studio automatically each time Windows starts, include a
shortcut in the Windows Startup folder.
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3 Running FactoryTalk View ME Station on
3 Placeholder
PanelView Plus terminals
This chapter describes:
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:
Installing
The PanelView Plus 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 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.
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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.
Starting
FactoryTalk View ME Station starts and the FactoryTalk View ME Station dialog box
opens automatically when the PanelView Plus terminal starts up.
Running applications
Before you can run an application on the PanelView Plus terminal, you must transfer it to
the PanelView Plus terminal.
PanelView Plus Compact terminals can load and run only Compact Machine Edition
applications. PanelView Plus terminals can load and run Compact Machine Edition
applications as well as non-Compact, regular applications.
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.
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3 RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS TERMINALS
3 Placeholder
FactoryTalk View Studio comes with sample applications that highlight features of the
product. Most of these applications have two run-time 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:
(Windows XP and Windows Server 2003) \Documents and Settings\All Users\Shared
Documents\RSView Enterprise\ME\HMI projects
(Windows 7 Professional, Windows Vista and Windows Server 2008)
\Users\Public\Public 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.
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4 Running FactoryTalk View ME Station on
4 Placeholder
PanelView Plus CE terminals
This chapter describes:
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:
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.
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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.
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.
Running applications
Before you can run an application on the PanelView Plus CE terminal, you must transfer it
to the PanelView Plus CE terminal.
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4 RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS CE TERMINALS
PanelView Plus Compact terminals can load and run only Compact Machine Edition
applications. PanelView Plus CE terminals can load and run Compact Machine Edition
4 Placeholder
applications as well as non-Compact, regular applications.
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.
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5 Getting the information you need
5 Placeholder
This chapter describes:
using the FactoryTalk View Machine Edition Users Guide.
using the FactoryTalk View Studio Help.
accessing Rockwell Automation technical support services.
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2. On the Literature Library page, in the New Search field, 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 must have Adobe Reader installed on your computer to read or print the manual.
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5 GETTING THE INFORMATION YOU NEED
5 Placeholder
For an overview of FactoryTalk View Studio Help, click the Contents tab.
To see the
topics in a
book, click
the +.
To see a
topic, click
the topic.
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To see a topic,
double-click it,
or select the
topic and then
click the Display
button.
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5 GETTING THE INFORMATION YOU NEED
5 Placeholder
To search the entire text of the Help, click the Search tab.
Scroll through
the list to find
the topic youre
looking for.
When you find
the topic,
double-click it
to go to that
topic.
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5 GETTING THE INFORMATION YOU NEED
a description of what happened, and what you were doing when the problem occurred
5 Placeholder
a description of how you tried to solve the problem
You might also be required to provide information about the FactoryTalk View add-ons
and updates that are installed on your computer.
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