FactoryTalk Batch Material Manager Installation Guide

Installation Guide
FactoryTalk Batch Material Manager Installation Guide

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Table of contents
Legal Notices............................................................................................................... 3
Chapter 1
How to Use this Guide What’s new in this release? ...................................................................................... 7

New system requirements ........................................................................................ 7
FactoryTalk Batch product enhancements .......................................................... 7
Chapter 2
System requirements System Requirements ................................................................................................ 9

Hardware and software requirements ................................................................ 10
Configuration requirements for Windows Server for Material Manager
Server ......................................................................................................................... 11
Tested third-party software .................................................................................. 11
Anti-virus software ................................................................................................. 12
Chapter 3
Set up a FactoryTalk Batch FactoryTalk Activation ......................................................................................... 13

system FactoryTalk Batch component integration ...................................................... 15
Server replacement guidelines for Material Manager...................................... 15
Chapter 4
Install FactoryTalk Batch Pre-installation procedures for Material Server and Client........................... 18
Material Server Install Microsoft Message Queuing Service on Windows Server ................. 18
Windows 7 and Windows 8.1 for Material Manager ..................................... 22
Install Microsoft SQL Server ............................................................................... 23
Set up security .......................................................................................................... 23
Identify Material Server domain level user ........................................................ 23
Log on to Windows Material Manager .............................................................. 23
Enable the Windows Firewall .............................................................................. 23
Install Material Server and Client ....................................................................... 24
Install the FactoryTalk Services Platform ......................................................... 24
Install the Material Server and Client ................................................................ 26
After you install the Material Server and Client computer ........................... 29
Set system date and time ....................................................................................... 29
Modify event log settings ...................................................................................... 29
Enable material journaling .................................................................................... 29
Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 5

Table of contents
Share the FactoryTalk Batch directory on the SQL Server computer ........ 30
Configure the Network Editor..................................................................... 30
Configure the Windows Firewall ........................................................................ 30
Add an incoming firewall rule.............................................................................. 31
Disable Administrative Approval Mode............................................................ 32
Install Batch Server or Material Server on Windows 8.1 (optional) ........... 33
Install a loopback adapter (optional).................................................................. 35
Install FactoryTalk Batch Material Client ........................................................ 35
Pre-installation procedures for Material Client ............................................... 35
Install Microsoft Message Queuing Service on Windows Server ................. 36
Windows 7 and Windows 8.1 for Material Manager ..................................... 38
Set up security .......................................................................................................... 39
Identify Material Server name.............................................................................. 39
Log on to Windows Material Manager .............................................................. 39
Enable and configure Windows Firewall ........................................................... 39
Install Material Client ........................................................................................... 40
Install the FactoryTalk Services Platform ......................................................... 40
Install the FactoryTalk Batch Material Manager Client................................ 41
After you install the FactoryTalk Batch Material Client ............................... 44
Set system date and time ....................................................................................... 44
Modify event log settings ...................................................................................... 44
Configure the Windows Firewall (optional) .................................................... 44
Install a loopback adapter (optional).................................................................. 44
Uninstall Batch components................................................................................ 44
Back up Material Manager files ........................................................................... 44
Allow the Message Queue to clear ...................................................................... 45
Disable the Material Server................................................................................... 45
Disable COM+ Security and shut down the COM+ application .............. 46
Run the uninstall program for FactoryTalk Batch Material Manager ........ 47
Delete the COM+ application ............................................................................ 47
Delete the default directories ............................................................................... 48
Remove Registry subkeys ...................................................................................... 48
Troubleshoot your installation ............................................................................ 49
Index
6 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Chapter 1
How to Use this Guide
This guide provides the information and procedures you need for installing
FactoryTalk® Material Manager.
What’s new in this release? New system requirements and new installation instructions for these system
requirements have been added to the FactoryTalk Batch products, including
FactoryTalk eProcedure and FactoryTalk Batch Material Manager.
New system requirements Following are new system requirements for version 12.01:
 The Batch Server (Batch, eProcedure, and Material Manager) can now be
placed on any supported operating system.
 If you are using a 32-bit computer, use Windows Server 2008 Service
Pack 2 or Windows Server 2012
 If you are using a 64-bit computer, use Windows Server 2008 R2 Service
Pack 1 or Windows Server 2012 R2
 FactoryTalk Batch version 12.01 components require:
 FactoryTalk Services Platform version 2.73 or later

 A minimum of .Net Framework 4.0.
FactoryTalk Batch product FactoryTalk Batch includes these new features for version 12.01:
enhancements  The Batch Server (Batch, eProcedure, and Material Manager) can now
be placed on any supported operating system.
 Compatibility of the Batch Suite of products with Internet Explorer 11
when using Windows 8.1 or Windows 2012 operating systems.
 Windows 8.1 compatibility with the Batch Suite of products, including
the Batch Server.

Chapter 1 How to Use this Guide
 Windows Server 2012 compatibility with the Batch Suite of products,

including the Batch Server.
 Products that run with .Net support run with .Net 4.0 and later.
 FactoryTalk Services Platform 2.73 or later compatibility with the
Batch Suite of products.

Chapter 2
System requirements
Review the following information before setting up your FactoryTalk Batch

system.
System Requirements The following are the minimum and recommended system requirements to
successfully install, configure, and run FactoryTalk Batch components. These
requirements assume that no other applications is running on the computer,
unless it is an application that is listed in the Tested third-party software section.
 Use a DVD-ROM drive to install the software.

 Ensure that all selected hardware is on the compatibility list for any one of
the following:
 Microsoft® Windows™ Server 2008 Service Pack 2 (32-bit)
Microsoft Windows Server 2008 R2 Service Pack 1 (64-bit)
 Microsoft Windows Server 2012
Microsoft Windows Server 2012 R2
 Windows 7 Service Pack 1 (64-bit)
Windows 8.1 (32-bit and 64-bit)
Systems that do not meet the minimum requirements for the version of
software being used are not covered under warranty.
Important: FactoryTalk Batch components version 12.01 are supported in U.S. English only. You must
install the English language version of Windows Server 2008 or Windows Server 2012, SQL
Server (if used), Windows 7 or Windows 8.1 to ensure proper operation of FactoryTalk
Batch, FactoryTalk eProcedure, or FactoryTalk Batch Material Manager. For more
information about supported operating systems and other Rockwell Software product
version support, refer to the Product Compatibility and Download Center (PCDC) at:
http://www.rockwellautomation.com/global/support/pcdc.page.
 The FactoryTalk Batch Server computer cannot be configured as a:

 Domain Controller
 DHCP Server
 WINS Server
 RAS Server
 DNS Server
 Master Browser
 Replication cannot be enabled on the FactoryTalk Batch Server computer.

Chapter 2 System requirements
 Install FactoryTalk Batch software on an NTFS formatted hard drive, as

Windows security features are available only for drives formatted to use
NTFS.
Important: Systems with modified DCOM configuration settings are not covered under warranty.
Configuring settings using DCOMCNFG may stop the FactoryTalk Batch Server and
prevent the FactoryTalk Batch Service Manager from functioning correctly.
Important: The domain name and server name must contain only the alphanumeric characters a
through z, 0 through 9 and the dash (-) and period (.). If the server name contains other
characters, such as an underscore (_), Internet Explorer blocks cookies from a server. If a
server or domain name does contain unsupported characters, the eProcedure Client does
not retain the logged on user's name.
Important: FactoryTalk Batch version 12.01 components do not support touch screen technology.
Hardware and software The following is a list of the hardware and software required to install and use
FactoryTalk Batch. The requirements listed are the minimum tested (and
requirements
therefore supported) requirements.
Server Client
Operating System Any operating system listed in the System Any operating system listed in the System
requirements section. requirements section.
Computer 2.8 GHz processor or greater, including hyper- 2.6 GHz processor or greater )
threading models
Memory 4 GB RAM (minimum) 2 GB RAM (minimum)
Available Hard 30 GB (60 GB recommended) 15 GB (30 GB recommended)

Disk Space
Hard Disk Format NTFS
Disk Drive(s) DVD-ROM drive and a hard disk (SCSI or faster)

Monitor SVGA TrueColor with 2 MB of video RAM and 1024 x 768 resolution
Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device

Browser Internet Explorer 11 (U.S. English)

System requirements Chapter 2
Server Client
SQL Server Options SQL Server 2012, 32-bit or 64-bit, English only
SQL Server 2008 R2 Standard Edition, 32-bit, English only
SQL Server 2008 R2 Standard Edition, 64-bit, English only
Network 10 Megabit or faster Ethernet card, network cable
Network Protocol TCP/IP
Backup Removable media device such as a DVD-RW drive
Other Software FactoryTalk Batch, FactoryTalk Batch Material Manager, and FactoryTalk eProcedure are not
warranted to run with any other third-party software installed on the same PC, unless otherwise
stated in writing by Rockwell Automation. (See Tested third-party software for more
information.)
Configuration requirements The English version of FactoryTalk Batch for version 12.01 can be installed on
any supported operating system and any supported SQL Server for use with the
for Windows Server for Material Manager. SQL Server can reside on the same computer as the Batch
Material Manager Server Server, but this is neither required nor recommended.
 All supported operating systems are tested for version 12.01, and therefore
warrantied, by Rockwell Automation.
 Install the operating system using the default selections.
 For the server operating system, add the Application Server role. For
instructions on how to add the Application Server role, see the Configure
the operating system section.
 Add Microsoft Message Queuing Service.
Important: It is highly recommended that you use the default installation directories for all components. The application, test
suite, and associated documentation assume default directories are used. Extensive unit and system testing by
Rockwell Automation ensures that all components function as one solution after the application is configured.
Tested third-party software The following new software has been tested with the current version of
FactoryTalk Batch components.
Microsoft
The following Microsoft products have been tested with the current version of

Chapter 2 System requirements
 Internet Explorer 11
 Microsoft Office 2010
 Visual Basic 6.0, Service Pack 6
 SQL Server 2012 (English version only)
Adobe
 Acrobat Reader XI (11)
Rockwell Software
 Logix Designer (formerly RSLogix 5000) version 21

 RSLinx Classic version 3.60
 RSLinx Enterprise version 5.60
 FactoryTalk Activation version 3.60
 FactoryTalk Services Platform version 2.73 or later
 FactoryTalk View SE version 8.0

Anti-virus software All Rockwell Software products in this release have been tested using the latest
anti-virus software.

Chapter 3
Set up a FactoryTalk Batch system
Review the following information before setting up your FactoryTalk Batch

system.
FactoryTalk Activation FactoryTalk Activation is used to license FactoryTalk Batch, FactoryTalk

eProcedure and FactoryTalk Batch Material Manager.
FactoryTalk Activation is only required on FactoryTalk Batch Server installations.

FactoryTalk Activation is not necessary on Batch client installations, eProcedure
client installation, or any Material Manager installations.
The FactoryTalk Batch Server computer requires the FactoryTalk Activation

Manager to enable communication with the FactoryTalk Activation Server. If
your FactoryTalk Activation Server is not on the same computer as the

Chapter 3 Set up a FactoryTalk Batch system
FactoryTalk Batch Server then you must install the FactoryTalk Activation
Manager on the FactoryTalk Batch Server computer.
Activation files are obtained in one of the following ways:
 Go to the Rockwell Software licensing website

 Use the FactoryTalk Activation Manager on a computer that has internet
access.
 If Internet access is not available, call Rockwell Automation Technical
Support to obtain an activation file via e-mail or fax.


Set up a FactoryTalk Batch system Chapter 3
FactoryTalk Batch FactoryTalk Batch components are completely open, configurable products that
help you define, manage, monitor and control manufacturing at local or remote
component integration sites. A typical FactoryTalk Batch architecture consists of one or more computers
on a single network. The following diagram gives an example of a possible
FactoryTalk Batch network:
Server replacement Consider the following guidelines when deciding where to place your servers on
the network:
guidelines for Material
Manager  Install the FactoryTalk eProcedure Server on the same computer as the
FactoryTalk Batch Server.
 Install the FactoryTalk Batch Material Server on a computer with SQL
Server. Do not install the Material Server on the same computer as the
FactoryTalk Batch Server.
 Up to ten FactoryTalk Batch Servers can exist in a FactoryTalk Batch
network.

Chapter 4
Install FactoryTalk Batch Material Server
There are setup procedures that must be completed before and after you install the
Material Server. To define the Material Server installation process, the installation
is divided into the following three categories:
 Pre-Installation Procedures
 Installation
 Configure the Material Server
Use the following checklist when installing the Material Server and Client:
Pre-Installation Procedures for Material Server and Client
Install Operating System See the New system requirements section for

supported operating systems.
Install Microsoft Message Queuing Service Required for the Material Journaling.

Install Microsoft SQL Server SQL Server is installed on the same computer as the

Material Server.
 Set Up Security Configure security and user accounts.
Identify Material Server Domain Level User Identify and configure the domain level user account.

 Log on to Windows Log on with Administrator privileges.
Enable Windows Firewall Enable the firewall if you want the Material Manager
 setup program to populate the firewall exceptions.
Install Material Server

Install the FactoryTalk Services Platform Install the FactoryTalk Services Platform. Client
 requirement.
 Install the Material Server/Client Install the Material Server with the Material Client.
Configure the Material Server and Client
Set System Date and Time Each computer in the Batch System must be set to the
 same date and time.
 Modify Event Log Settings Configure the Windows Application and System logs.
Enable Material Journaling To enable Material Journaling complete the steps on the

following page.
Share the Batch Directory on the SQL Server To allow users to view log files, share the Batch

Computer directory.

Chapter 4 Install FactoryTalk Batch Material Server
Configure the Network Editor Configure the Network Editor on the Material Server

Computer.
Configure the Windows Firewall Add additional firewall exceptions that allow the
 Material Server to function properly.
Pre-installation procedures Before you install the Material Server and Client you must install and configure
the Windows operating system, and install other third-party software that is used
for Material Server and with your FactoryTalk Batch system.
Client

Install Microsoft Message You must install the Microsoft Message Queuing Service (MSMQ) prior to
installing FactoryTalk Batch Material Server. The Material Server uses MSMQ
Queuing Service on for the asynchronous logging of messages in the Material Activity Journal.
Windows Server
To install Message Queuing Service on Windows Server:
1. From the Start menu, select Control Panel > Administrative Tools >
Server Manager.
or
Control Panel > Administrative Tools Tile >Service Manager.
2. Select Manage and then select Add Roles and Features.

Install FactoryTalk Batch Material Server Chapter 4
3. The Add Roles and Features Wizard opens. Select Next.
4. Select the Role-based or feature-based installation option and then select

Next.

5. Select your server and then select Next.
6. In the Server Roles window, select Next.
7. Expand Application Server and select the COM+ Network Access

(Installed) option. Select Next.

8. In the Select features window, select Message Queuing.
9. Expand Message Queuing.
10. Select Message Queuing Services. Clear any other check boxes under
Message Queuing Services.

11. Select Next, and then select Install.
Windows 7 and Windows Follow this procedure to configure the Windows 7 and 8.1 operating system.
8.1 for Material Manager For Windows 7 and Windows 8.1:
1. Select Start > Control Panel, navigate to Programs and Features > Turn
Windows Features on or off. The Windows Features dialog box opens.
The blue-filled boxes indicate that the feature is turned on. If you select the
plus sign to expand the box, the components in the expanded box are not
selected. This is as expected. The feature is still turned on even if the lower
components are not selected.
2. Select Microsoft Message Queue (MSMQ) Server.
3. Select OK to close the Turn Windows features on or off dialog box.

Install Microsoft SQL Server For FactoryTalk Batch Material Server installations, install Microsoft SQL Server
on the same computer where you will install the FactoryTalk Batch Material
Server. (See New system requirements for supported versions.) SQL Server
services must be running during the installation process.
Important: If you intend to store recipes (from the FactoryTalk Batch Recipe Editor) on a remote SQL Server,
you must add TCP Port 1433 as an exception in the Windows Firewall. (See Configure the
Windows Firewall for more information.)
Set up security There are five preset domain user groups and one domain user account that must
be created prior to installation. These domain accounts are then added to the
appropriate COM+ roles during the installation. (For more information about
security settings, see the section on Security settings in the Material Manager
Administrator’s Guide.)
Identify Material Server When you install the Material Server component, the setup program prompts you
for the account and password for the domain or workgroup level user.
domain level user

Log on to Windows Material Log on to Windows with administrator privileges. Close any open applications.
Manager Tip: The logged in user must be a member of the domain and also have local administrator rights on the
computer where the Material Server is being installed.

Enable the Windows If you want the installation program to populate the firewall exceptions
automatically, you must first enable Windows Firewall Service prior to running
Firewall the installation. This allows the Firewall Configuration Utility to add the
necessary exceptions.
Important: The Windows Firewall settings may be managed externally. If this is the case, you will not be able
change the Windows Firewall settings.
Tip: You must enable the service on both the Server and Client computers.
Enable the Windows Firewall:
1. From the Start menu, select Control Panel > Windows Firewall. The
Windows Firewall dialog box opens.
2. Only if the Firewall is off, select Turn Windows Firewall On or Off. The
Windows Firewall Settings dialog box opens.

3. Select OK, and then close the dialog box.
Tip: If the Windows Firewall was not enabled before installing your Batch applications, run the FactoryTalk
Windows Firewall Configuration Utility on each computer in your Batch system to add the required
exceptions. (See Configure the Windows Firewall for more information.)
For a complete list of the exceptions added to Windows Firewall during

FactoryTalk Batch component installation, see the FactoryTalk Batch
Administrator’s Guide.
Install Material Server and You are ready to install the Material Server and Client. Complete the following
sections in the order that they appear.
Client

Install the FactoryTalk You must install the FactoryTalk Services Platform before installing
Services Platform
To install the FactoryTalk Services Platform:
1. Use your Windows Explorer to navigate to the location of your

installation.
2. Navigate into the FactoryTalk Material Manager directory.
3. Select Setup.
4. Right-click and select Run as Administrator.
5. In the Welcome dialog box, select Install FactoryTalk Components. The

FactoryTalk Component Installation dialog box opens.

6. Select Install FactoryTalk Services Platform. The FactoryTalk Services

Platform dialog box opens.
Tip: If the Microsoft .NET Framework is not already installed, you are prompted to install it. After it is installed,
the FactoryTalk Services Platform dialog box opens.
7. Select Next.
8. In the License Agreement dialog box, read the license agreement, and select
I accept the terms in the license agreement. Select Next.
9. In the Setup Type dialog box, select Standard (if it is not already selected),
and select Next.
10. Select Install.
After a few moments, the Configuring FactoryTalk Directory progress

box opens. It shows you that any existing FactoryTalk directories have been
backed up, the backup file name(s), and the path to the backup files.
Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard
can be run manually; however, if you need to define or reset a disabled Administrator account, see the
FactoryTalk Directory Configuration Wizard online help for more information.)
11. Select Finish, and then select Yes to restart your computer (if prompted to
do so).
For more detailed information on FactoryTalk Directory installation and

configuration, you can view the FactoryTalk Administration Console help
file (FTAdminEN.chm) located in C:\Program Files (x86)\Common
Files\Rockwell\Help.

Install the Material Server These instructions assume that you are installing a FactoryTalk Batch Material
Server on a computer networked with other computers. Before you begin the
and Client installation, complete all the pre-installation procedures. If you need to exit the
installation process at any time, select Cancel.
To install the Material Server and Client:

installation.
3. Select Setup.
5. From the Welcome dialog box, select Install FactoryTalk Batch Material
Manager. The FactoryTalk Batch Material Manager Install Disk dialog
box opens.
6. Select Install FactoryTalk Batch Material Manager.
Important: If the installation program detects an existing FactoryTalk Batch Material Manager installation, it
gives you the option to remove the current installation. You must remove the existing version
of the software before installing the upgrade. For instructions on removing the current installed
version, see the section Uninstall the FactoryTalk Batch applications.
7. The FactoryTalk Batch Material Manager – InstallShield Wizard opens.

Select Next.
8. In the License Agreement dialog box, select I accept the terms in the
license agreement. Select Next.
9. In the Customer Information dialog box, enter your name and

organization in the appropriate boxes. Select Next.
10. Including the Client Components is recommended so administrative tasks

can be performed on the server computer. In the Custom Setup dialog box
the default options install both Client and Server Components.

Tip: The default installation directory is C:\Program Files\Rockwell Software\Batch\. To set a different directory,
select Change, select the desired directory, and then select OK.
11. Select the Space button (near the bottom of the dialog box) to confirm
there is enough disk space for installing the selected options. The Disk
Space Requirements dialog box opens. If there is not adequate space, the
drive is highlighted.
12. Select OK. If there was not adequate space, either select Change to select a
different drive or move or delete files from the selected drive, and then
continue with the installation.
13. Select Next.
14. To allow the required users and groups to be created, select to agree to give
the Material Manager permission to create these users and groups.
The following Workgroups are created:

 MTBatchServer

 MTLotAuthor
 MTMaterialAutho
 MTMaterialViewer
 MTUsers are created
15. The System Setup dialog box opens.
 If installing as part of an existing FactoryTalk Batch system, select Yes,

I am adding this computer to an existing FactoryTalk Batch
System. Select Next. The Existing Server Details dialog box opens.
Enter the Server Node Name. Select Next.
 If installing as the first install of the FactoryTalk Batch module
software, select No, this will be the first computer in a FactoryTalk
Batch System. Select Next.
16. In the Domain/Workgroup Details dialog box, select Domain or

Workgroup to indicate how you want to install FactoryTalk Batch
Material Manager.
Important: Do not select Workgroup if the computer is on a domain. Configuring FactoryTalk Batch Material
Manager as a workgroup while the computer itself is on a domain is not a supported
configuration.
17. Enter the Domain/Workgroup Name, User Name, and Password for the
FactoryTalk Batch Material Manager Services Domain or Workgroup
account. Select Next.
Important: After the Material Server and Material Client have been installed, if you are in a Workgroup, see
the section Configure the Batch Server to run on a Workgroup for instructions on
configuring the Batch Server to operate properly in a Workgroup setting.
18. In the Ready to Install the Program dialog box, verify your selections. If
anything is incorrect, select the Back button and make the appropriate
corrections. When you are ready to proceed, select Install.
19. The Installing FactoryTalk Batch Material Manager dialog box opens.
The required operations are performed and the necessary files are copied to
the hard drive.
20. When prompted, select Finish. Select Yes to restart your computer. If you
are not prompted to restart your computer, perform this function manually
to ensure the software is registered correctly.

After you install the You are now ready to configure the Material Server computer. The following
instructions are provided to assist you in this process.
Material Server and Client
computer
Set system date and time Each computer on the network must have its locale, date, and time set in the same
manner.
Modify event log settings Configure the Windows Application and System logs to overwrite events as
needed. (For more information about modifying event log settings, see the section
Modifying Event Log Settings in the FactoryTalk Batch Administrator’s Guide.)
Enable material journaling Recording activity to the Material Activity Journal is turned off by default. If you
want to record activity to the MaterialBasedRecipe_MAJ database, you must
change the default value in the Registry on the Material Server computer.
To enable material journaling:
1. From the Start menu, select Run. Enter regedt32 in the Run dialog box
and select OK. The Registry Editor opens.
2. Expand HKEY_LOCAL_MACHINE and then Software.
3. If you are using a 64-bit computer, expand Wow6432node.
4. Navigate to the MaterialTrack > Material Recipe > Logging subkey.
5. Select the JournalActive subkey and double-click the (Default) value on

the right side of the Registry window. The Edit String dialog box opens.

6. To enable material logging, enter True in the Value box and select OK.
7. Close the Registry Editor.
Share the FactoryTalk Batch By default, the Batch directory on the SQL Server computer, which is also
running FactoryTalk Batch Material Manager, is not shared to domain users.
directory on the SQL Server Therefore, domain users cannot access the appropriate application .log file when
computer an error message refers them to it. If you want domain users to be able to read
application logs, share the Batch directory on the SQL Server computer in your
FactoryTalk Batch system to domain users and give the share Read-Only
permissions.
Configure the Network Editor

Add the material database name to the Material Server network configuration. See
the FactoryTalk Batch Material Manager Administrator’s Guide for more
information.
Configure the Windows You must configure the Material Server to function properly on Windows Server
with the firewall enabled.
Firewall
Important: The Windows Firewall settings may be managed externally. If this is the case, you will not be able
change the Windows Firewall settings.
To configure the Windows Firewall:
1. From the Start menu, select Control Panel, and then select Windows
Firewall.
2. Select the Exceptions tab.
3. Select File and Printer Sharing from the Programs and Services area of
the Windows Firewall dialog box.

Important: If you intend to store recipes (from the FactoryTalk Batch Recipe Editor) on a remote SQL Server,
you must add TCP Port 1433 as an exception in the Windows Firewall.
4. Select OK. Restart the computer if prompted to do so.
Once these changes have been made, reporting clients, such as the Material Editor
and FactoryTalk Batch View, can connect to the Material Server computer.
Add an incoming If you are running on a Workgroup, you must add an Incoming Firewall Rule to
allow the Batch Service Manager to connect to the server in a timely manner.
firewall rule
To add an incoming firewall rule:
On the computer where the Batch Server is being installed:
Windows Firewall with Advanced Security.
2. Select Inbound Rules, right-click Inbound Rules, and then select New
Rule. The New Inbound Rule Wizard opens.
3. On Rule Type window, select Port and select Next.
4. If not already selected, select TCP and type 49157 in the Specific local
ports box. Select Next.

5. Select Allow the connection and Select Next.
6. Select all profiles (Domain, Private, Public) and select Next.
7. Enter Port 49157 TCP in the Name box, and then select Finish.
8. Verify that the Port 49157 TCP rule was added to the Inbound Rules list:
9. Close the Windows Firewall with Advanced Security window.
Disable Administrative You must disable Administrative Approval Mode for all Administrators on the
Server computer when running in a Workgroup configuration.
Approval Mode
To disable Administrative Approval Mode:
On the computer where the Batch Server has been installed:
Local Security Policy.

2. Expand Local Polices and select Security Options.
3. Locate User Account Control: Run all Administrators in Admin

Approval Mode and double-click it.
4. In the Security Setting tab, select Disabled and click OK.
5. Verify that User Account Control: Run All Administrators in Admin

Approval Mode is now set to Disabled.
6. Close the Local Security Policy window.
Install Batch Server or Follow these instructions if a Batch Server or Material Manager Server is to be
installed on Windows 7 and 8.1 operating system.
Material Server on Windows
7 and 8.1 (optional) To Install Batch Server or Material Server on Windows 7 and 8.1:
Services.

2. Locate Remote Registry and double click to open the Remote Registry
Properties dialog box.
3. Set the Startup Type to Automatic.
4. In the Service status area, select Start. (Note that with some operating
systems, you might have to select Apply before you select Start.)

Install a loopback adapter If you are in a workgroup or if you may be disconnected from the network on
occasion (such as a laptop). You must install a loopback adapter.
(optional)

Install FactoryTalk Batch Setup procedures must be completed before and after you install the Material
Client. To define the Material Client installation process, the installation is
Material Client divided into the following three categories:
 Pre-installation
 Installation
 Configuration
Use the following checklist when installing the Material Client.
Pre-Installation Procedures Material Client

 Install Operating System For supported operating systems, see the New system
requirements section.
 Set Up Security Configure security on the client computer.
 Identify Material Server Name Identify the name of the computer where the Material
Server is installed.
 Log on to Windows Log on with Administrator privileges.
 Enable Windows Firewall (optional) Enable the firewall and add firewall exceptions that allow
the Material Client to communicate with the Material
Server.
Install Material Client
 Install the FactoryTalk Services Platform Install the FactoryTalk Services Platform. Client requirement.
 Install the Material Client Install the Material Client.
Configure the Material Client

 Set System Date and Time Each computer in the Batch System must be set to the same
date and time.
 Modify Event Log Settings Configure the Windows Application and System logs.

Pre-installation procedures Before you install the Material Client, you must install and configure the
operating system.
for Material Client


Install Microsoft Message You must install the Microsoft Message Queuing Service (MSMQ) prior to
installing FactoryTalk Batch Material Server. The Material Server uses MSMQ
Queuing Service on for the asynchronous logging of messages in the Material Activity Journal.
Windows Server
To install Message Queuing Service on Windows Server:
Server Manager.
or
Control Panel > Administrative Tools Tile >Service Manager.
2. Select Manage and then select Add Roles and Features.
3. The Add Roles and Features Wizard opens. Select Next.

4. Select the Role-based or feature-based installation option and then select

Next.
5. Select your server and then select Next.
6. In the Server Roles window, select Next.
7. In the Select features window, select Message Queuing.
8. Expand Message Queuing.

9. Select Message Queuing Services. Clear any other check boxes under
Message Queuing Services.
10. Select Next, and then select Install.
Windows 7 and Windows Follow this procedure to configure the Windows 7 and 8.1 operating system.
8.1 for Material Manager For Windows 7 and Windows 8.1:
1. Select Start > Control Panel, navigate to Programs and Features > Turn
Windows Features on or off. The Windows Features dialog box opens.
The blue-filled boxes indicate that the feature is turned on. If you select the

plus sign to expand the box, the components in the expanded box are not
selected. This is as expected. The feature is still turned on even if the lower
components are not selected.
2. Select Microsoft Message Queue (MSMQ) Server.
3. Select OK to close the Turn Windows features on or off dialog box.
Set up security There are five preset domain user groups and one domain user account that must
be created prior to installation. These domain accounts are then added to the
appropriate COM+ roles during the installation. (For more information about
security settings, see the section on Security settings in the Material Manager
Administrator’s Guide.)
Identify Material Server When you install the Material Client component, you are prompted to enter the
name of the computer where the Material Server is installed.
name

Log on to Windows Material Log on to Windows with administrator privileges. Close any open applications.
Manager Tip: The logged in user must be a member of the domain and also have local administrator rights on the
computer where the Material Server is being installed.

Enable and configure You must configure the Windows Firewall Service to enable the Material Client
to communicate with the Material Server with the firewall enabled depending
Windows Firewall upon the operating system that you are using. For step-by-step instructions, see
the Enable the Windows Firewall section and the Configure the Windows
Firewall section.

Install Material Client You are now ready to install the FactoryTalk Batch Material Client. Complete the
following sections in the order that they appear.
Install the FactoryTalk You must install the FactoryTalk Services Platform before installing
Services Platform
To install the FactoryTalk Services Platform:

installation.
3. Select Setup.
5. In the Welcome dialog box, select Install FactoryTalk Components. The

FactoryTalk Component Installation dialog box opens.
6. Select Install FactoryTalk Services Platform. The FactoryTalk Services

Platform dialog box opens.

Tip: If the Microsoft .NET Framework is not already installed, you are prompted to install it. After it is installed,
the FactoryTalk Services Platform dialog box opens.
7. Select Next.
8. In the License Agreement dialog box, read the license agreement, and select
I accept the terms in the license agreement. Select Next.
9. In the Setup Type dialog box, select Standard (if it is not already selected),
and select Next.
10. Select Install.
After a few moments, the Configuring FactoryTalk Directory progress

box opens. It shows you that any existing FactoryTalk directories have been
backed up, the backup file name(s), and the path to the backup files.
Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard
can be run manually; however, if you need to define or reset a disabled Administrator account, see the
FactoryTalk Directory Configuration Wizard online help for more information.)
11. Select Finish, and then select Yes to restart your computer (if prompted to
do so).
For more detailed information on FactoryTalk Directory installation and

configuration, you can view the FactoryTalk Administration Console help
file (FTAdminEN.chm) located in C:\Program Files (x86)\Common
Files\Rockwell\Help.

Install the FactoryTalk Use this procedure to install the FactoryTalk Batch Material Manager Client.
Batch Material Manager Before you install the FactoryTalk Batch Material Manager Client:
Client
 Complete all pre-installation procedures. Exit the installation at any time by
selecting Cancel.
 Install the FactoryTalk Batch Material Server and configure security/user
accounts. For more information about Material Manager security and user
accounts, see Implementing Security in the FactoryTalk Batch Material
Manager Administrator’s Guide.)
To install the FactoryTalk Batch Material Manager Client:
1. Use your Windows Explorer to navigate to the location of your installation.

3. Select Setup.
Important: If you want the Windows Firewall Configuration Wizard to automatically configure the
firewall for use with the Material Client, the FactoryTalk Services Platform must be installed on
the same computer as the Material Client. For more information about installing FactoryTalk
Services Platform, see the section Install the FactoryTalk Services Platform.
5. In the FactoryTalk Welcome dialog box, select Install FactoryTalk Batch

Material Manager. The FactoryTalk Batch Material Manager Install
Disk dialog box opens.
Important: If the installation program detects an existing FactoryTalk Batch installation, it gives you the
option to remove the current installation. You must remove the existing version of the software
before installing the upgrade. For instructions on removing the current installed version, see the
section Uninstall the FactoryTalk Batch applications.
6. Select Install FactoryTalk Batch Material Manager. The FactoryTalk

Batch Material Manager – InstallShield Wizard opens. Select Next.
7. In the License Agreement dialog box, read the agreement, and select I
accept the terms in the license agreement. Select Next.
8. In the Customer Information dialog box, type your name and organization
in the appropriate boxes. Select Next.
Tip: The default installation directory is C:\Program Files\Rockwell Software\Batch\. To set a different
directory, select Change, select the desired directory, and then select OK.
9. In the Custom Setup dialog box, disable Server Components.
10. Select the Space button (near the bottom of the dialog box) and confirm
there is enough disk space to install the selected options. The Disk Space
Requirements dialog box opens. If there is not adequate space, the drive is
highlighted.

11. Select OK. If there was not adequate space, either select Change to select a
different drive or move or delete files from the selected drive, then continue
with the installation.
12. Select Next. The Existing Server Details dialog box opens.
13. Enter the FactoryTalk Batch Material Server or FactoryTalk Batch Server
computer name for the Server Node Name. Select Next.
14. In the Ready to Install the Program dialog box, verify that the information
shown is correct. If anything is incorrect, select Back and make the
appropriate corrections; otherwise, select Install.
15. The Installing FactoryTalk Batch Material Manager dialog box opens.
The required operations are performed and the necessary files are copied to
the hard drive.
16. When prompted, select Finish. If prompted, select Yes to restart your
computer. If you are not prompted to restart your computer, restart the
computer manually to ensure that the software is registered correctly.

After you install the You are now ready to set the system date and time and to modify Event Log
settings.
FactoryTalk Batch Material
Client
Set system date and time Each computer on the network must have its locale, date, and time set in the same
manner.
Modify event log settings Configure the Windows Application and System logs to overwrite events as
needed. (For more information about modifying event log settings, see the section
Modifying Event Log Settings in the FactoryTalk Batch Administrator’s Guide.)
Configure the Windows If you want to use Windows Firewall after the FactoryTalk Batch Material Server
has been installed, you must configure the Material Server to function properly on
Firewall (optional) Windows Server with the firewall enabled. (For instructions on how to configure
the Windows Firewall, see the section Configure the Windows Firewall.)
Install a loopback adapter If you are in a workgroup or if you may be disconnected from the network on
occasion (such as a laptop). You must install a loopback adapter.
(optional)

Uninstall Batch components The steps required to uninstall Batch components are discussed in the following
sections. You must complete all the steps in this section that apply to the product
that you are using to successfully uninstall the Batch component.
Important: Be sure you have backed up any customized Batch, eProcedure or Material Manager Server
and Client files, such as area models and databases. Refer to the instructions given in the
chapter specific to your Batch system.

Back up Material Manager Before uninstalling the previous version of FactoryTalk Batch Material Manager,
back up all instruction files associated with Material Manager, close all
files applications, and stop all Batch services.
 Materialserver.log file (Batch\bin folder)

 MaterialBasedRecipe database
 MaterialBasedRecipe_MAJ database

 Sample2_Materials database (if used)

 Any other material-based recipe databases unique to your facility

Allow the Message Queue Allow the message queue that handles communication between the Material
Server and the Material Activity Journal to clear before proceeding.
to clear
Important: This procedure is for Material Manager users only.
To allow the Message Queue to clear:
1. Select the Start button, point to Programs > Administrative Tools, and
then select Computer Management. The Computer Management
window opens.
2. Expand Services and Applications, expand Message Queuing, and then

select the Private Queues folder. The list of queues displays in the right
pane.
3. Wait until the number of messages in the Material, Material_0, and

material_track0-4 queues reaches 0.
Disable the Material Server Before running the uninstall program, you must disable the Material Server.
Important: This procedure is for Material Manager users only.
To disable the Material Server:
1. On the Master Node computer in your FactoryTalk Batch system, open the
Network Editor.
To identify the Master Node, open the Network Editor on any computer.
In the left pane select Network Model. In the right pane, the name of the
Master Node displays after User Name (ignore \username if present).
2. In the left pane, right-click the Material Server, and then select Remove
Server.
3. Select the Synchronize button.
4. From the File menu, select Exit, and then select Yes to exit the Network
Editor.

Disable COM+ Security and Before you can shut down the COM+ application, you need to disable the
security.
shut down the COM+
application Important: This procedure is for Material Manager users only.
To disable COM+ Security and shut down COM+ application:
1. Access the Control Panel and then Administrative Tools, and then select
Component Services. The Component Services window opens.
2. Expand Components Services, expand the Computers folder, expand My

Computer, and then select the COM+ Applications folder. The COM+
applications display in the right pane.
3. Right-click Material, and then select Properties. The Material Properties

dialog box opens.
4. Select the Advanced tab, and then clear the Disable deletion and Disable
changes options.
5. Select OK.
6. Right-click Material, and then select Properties. The Material Properties

dialog box opens.
7. Select the Security tab, clear the check box Enforce access checks for this
application, and select Perform access checks only at the process level.
Security property will not be included in the object context. COM+
security call context will not be available.
8. Select OK.
9. Right-click Material and select Shut down.
10. Close the Component Services window.


Run the uninstall program Before uninstalling Batch components, back up all files and database(s) associated
with these applications, close all applications, and stop all Batch Services.
for FactoryTalk Batch
Material Manager
Important: If a previous version of the software is detected, the installation programs have a Remove option
that is evoked. If that does not completely remove the software, use the following procedures.
To run the uninstall program:
1. Select Start > Control Panel, and then select Add/Remove Programs.
The Add/Remove Programs dialog box opens.
2. To uninstall the FactoryTalk Batch Material Client or Server, select

FactoryTalk Batch Material Manager, and then click Remove. A message
box opens prompting you to confirm the removal.
3. Select Yes. The uninstall program runs and removes Material Manager.
Tip: If it appears that the uninstall program has stopped operating, check if any modal dialog boxes are hidden
behind the uninstall dialog box. Select OK to acknowledge any notifications to allow the uninstall to finish.
4. Restart the computer.
Delete the COM+ Follow these steps to delete the COM+ application.
application Important: This procedure is for Material Manager users only.
To delete the COM+ application:
1. Access the Control Panel and then Administrative Tools, and then select
Component Services. The Component Services window opens.
2. Expand Components Services, expand the Computers folder, expand My

Computer, and then select the COM+ Applications folder. The COM+
applications display in the right pane.
3. Right-click Material and select Delete. A message box opens prompting

you to confirm the deletion.
4. Select Yes.
5. Close the Component Services window.

Delete the default Follow these steps to delete the default directories.
directories Important: Before deleting the default directories, make sure you have backed up the files that are
affected by the uninstall process. (For instructions on backing up files, see the section Back up
files.)
To delete the default directories:
1. Open Windows Explorer.
2. Expand the Program Files folder, and then select the Rockwell Software
folder. The Batch folder displays in the right pane.
3. Right-click the Batch folder, and then select Sharing and Security. The
Batch Properties dialog box opens to the Sharing tab.
4. Select Do not share this folder, and then click OK.
5. Right-click the Batch folder, and then select Delete. A message box opens
prompting you to confirm the deletion.
6. Select Yes.
7. Close Windows Explorer.
Remove Registry subkeys Follow these steps to remove Registry subkeys, which removes FactoryTalk Batch
components from the computer.
Important: Before removing registry subkeys, back up the registry security settings.
To remove Registry subkeys:
1. Select the Start button, and then select Run. The Run dialog box opens.
2. In the Open box, type regedt32, and then click OK. The Registry Editor
opens.
3. Expand HKEY_LOCAL_MACHINE on Local Machine.
4. Expand the SOFTWARE subkey.
5. If you are using a 64-bit operating system, expand Wow6432node.
6. Select the BATCHCTL subkey, and then press the DELETE key. A
prompt opens for you to confirm the deletion.

7. Select Yes.
8. Close the Registry Editor.
Troubleshoot your If you installed the Windows Server 2008 or Windows Server 2012 upgrade
without first removing the FactoryTalk Batch Server’s user account, use the
installation following procedure to troubleshoot
To troubleshoot your installation:
1. On a remote computer, open Component Services and go to Component

Services > Computers.
2. Right-click on Computers and select New > Computer. The Add

Computer dialog box opens.
3. Enter the FactoryTalk Batch client computer’s name and select OK. The
Batch client computer is added.
4. Right-click on the [FactoryTalk Batch client computer] and select

Properties.
5. On the COM Security tab, select the Batch Server’s user account and select
Remove.
6. Select OK twice and close Component Services.
7. Return to the computer on which the FactoryTalk Batch client is installed

and restart the computer.
8. Repeat steps 1 through 3.
9. On the COM Security tab, in the Access Permissions area, select Edit
Default. The Access Permission dialog box opens.
10. Select Add. The Select Users, Computers, or Groups dialog box opens.
11. Enter the FactoryTalk Batch Server’s user account name, and then select
OK.
12. In the Access Permission dialog box Permissions area, select Allow for
Remote Access.
13. Select OK twice and then close Component Services.

Index
A
L
adding
firewall rule 31 loopback adapter
administrative approval mode install 35
disable 32
anti-virus software 12
P
pre-installation procedures
C Material Client 35
component integration 15
configuration requirements 11
S
network editor 30
server replacement guidelines 15
share FactoryTalk Batch directory on SQL Server computer 30
D
domain level user 23
T
tested third-party software 11
E troubleshoot 49
enhancements 7
U
F uninstall
FactoryTalk Activation 13 allow message queue to clear 45
back up files 44
COM+ application 47
H default directories 48
hardware and software requirements 10 disable and shut down COM+ 46
disable the Material Server 45
remove registry subkeys 48
I run uninstall program 47
incoming firewall rule
add 44 W
install
Batch server or Material server on Windows 8.1 Windows firewall
33 configure 44
FactoryTalk Batch Material Manager Client 41
FactoryTalk Services Platform 24
loopback adaptor 35
Material Client 35
Material server 17
Material server and client 26
Microsoft Message Queuing Service 18
Windows 7 and Windows 8.1 22

Rockwell Automation support
Rockwell Automation provides technical information on the web to assist you in using its products. At
http://www.rockwellautomation.com/support you can find technical and application notes, sample code, and links to software service packs. You
can also visit our Support Center at https://rockwellautomation.custhelp.com for software updates, support chats and forums, technical
information, FAQs, and to sign up for product notification updates.
In addition, we offer multiple support programs for installation, configuration, and troubleshooting. For more information, contact your local
distributor or Rockwell Automation representative, or visit http://www.rockwellautomation.com/services/online-phone.
Installation assistance
If you experience a problem within the first 24 hours of installation, review the information that is contained in this manual. You can contact
Customer Support for initial help in getting your product up and running.
United States or Canada 1.440.646.3434

Outside United States or Canada Use the Worldwide Locator available at http://www.rockwellautomation.com/locations, or contact your local Rockwell
Automation representative.
New product satisfaction return

Rockwell Automation tests all of its products to ensure that they are fully operational when shipped from the manufacturing facility. However, if
your product is not functioning and needs to be returned, follow these procedures.
United States Contact your distributor. You must provide a Customer Support case number (call the phone number above to obtain one) to
your distributor to complete the return process.
Outside United States Please contact your local Rockwell Automation representative for the return procedure.
Documentation feedback
Your comments will help us serve your documentation needs better. If you have any suggestions on how to improve this document, complete the
feedback form, publication RA-DU002.
Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015
Supersedes Publication BWMTR-IN011C-EN-P Copyright © 2015 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.

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End User License Agreement (EULA)

Allen-Bradley, CompactLogix, ControlLogix, Connected Components Workbench, eProcedure, FactoryTalk,

For a complete list of products and their respective trademarks, go to:

Rockwell Automation maintains current product environmental information on its website at

Customer Support Telephone — 1.440.646.3434

How to Use this Guide What’s new in this release? ...................................................................................... 7

System requirements System Requirements ................................................................................................ 9

Set up a FactoryTalk Batch FactoryTalk Activation ......................................................................................... 13

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 5

6 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

How to Use this Guide

 FactoryTalk Batch version 12.01 components require:

 FactoryTalk Services Platform version 2.73 or later

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 7

 Windows Server 2012 compatibility with the Batch Suite of products,

8 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Review the following information before setting up your FactoryTalk Batch

 Use a DVD-ROM drive to install the software.

 The FactoryTalk Batch Server computer cannot be configured as a:

 Replication cannot be enabled on the FactoryTalk Batch Server computer.

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 9

 Install FactoryTalk Batch software on an NTFS formatted hard drive, as

Memory 4 GB RAM (minimum) 2 GB RAM (minimum)

Available Hard 30 GB (60 GB recommended) 15 GB (30 GB recommended)

Hard Disk Format NTFS

Disk Drive(s) DVD-ROM drive and a hard disk (SCSI or faster)

Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device

10 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Network 10 Megabit or faster Ethernet card, network cable

Network Protocol TCP/IP

Backup Removable media device such as a DVD-RW drive

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 11

 Acrobat Reader XI (11)

 Logix Designer (formerly RSLogix 5000) version 21

12 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Set up a FactoryTalk Batch system

Review the following information before setting up your FactoryTalk Batch

FactoryTalk Activation FactoryTalk Activation is used to license FactoryTalk Batch, FactoryTalk

FactoryTalk Activation is only required on FactoryTalk Batch Server installations.

The FactoryTalk Batch Server computer requires the FactoryTalk Activation

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 13

Activation files are obtained in one of the following ways:

 Go to the Rockwell Software licensing website

14 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 15

Install FactoryTalk Batch Material Server

Pre-Installation Procedures for Material Server and Client

 Log on to Windows Log on with Administrator privileges.

Install Material Server

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 17

2. Select Manage and then select Add Roles and Features.

18 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

3. The Add Roles and Features Wizard opens. Select Next.

4. Select the Role-based or feature-based installation option and then select

Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015 19

5. Select your server and then select Next.

6. In the Server Roles window, select Next.

7. Expand Application Server and select the COM+ Network Access

20 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

8. In the Select features window, select Message Queuing.

9. Expand Message Queuing.