Document Outline

• About the FactoryTalk View documentation
  • Finding information in the FactoryTalk View Installation
  • What’s in this manual
  • Other Documents
  • Opening the FactoryTalk View online manuals
• Contacting Rockwell Automation Technical Support
  • When you call Rockwell Automation Technical Support
• FactoryTalk View basics
  • What is FactoryTalk View SE?
    • About the architecture of your FactoryTalk View system
    • FactoryTalk View Studio Enterprise
    • FactoryTalk View SE Server
    • FactoryTalk View SE Client
    • FactoryTalk View SE Station
    • Stand-alone RSLinx Enterprise Server
    • Stand-alone FactoryTalk Directory Server
  • FactoryTalk Services Platform
    • FactoryTalk Administration Console
    • FactoryTalk Directory
    • FactoryTalk Alarms and Events
    • FactoryTalk Security
    • FactoryTalk Live Data
    • FactoryTalk Diagnostics
    • FactoryTalk Activation
  • Connectivity
    • RSLinx Enterprise
    • RSLinx Classic
  • Installation DVD
• Hardware, operating system, and domain information
  • What is in this chapter?
  • What can I install and run on one server?
  • Review hardware requirements
  • Review operating system requirements
    • Operating system recommendations for application servers
  • Set up the Windows domain or workgroup
    • Domain controller requirements
    • About synchronizing time on application computers
    • Windows workgroup requirements
  • Set up computers with names to be used in production
• Pre-installation configuration
  • Checklist for preparing the computer for installation
  • Disable automatic Windows updates
  • Turn off simple file sharing in Windows XP
  • Turn off fast user switching in Windows XP
  • Disable operating system themes
    • For Windows XP or Windows Server 2003
  • Manually configure NICs and switch ports
    • To set up the NIC link speed and duplex
    • To disable power saving for the NIC
  • Disable or uninstall third-party firewalls
  • Install Microsoft Internet Information Services
    • Guidelines for different operating systems
    • To finish installing IIS, follow the instructions in the wizard
    • About uninstalling IIS
  • Remove Internet Explorer Enhanced Security Configuration
  • Set up Internet Explorer for optimal access to components
    • Work Offline setting
    • Check for newer versions with every visit to a page
    • Manage cache file folders
  • Set up Data Execution Prevention
  • Remove unnecessary DCOM networking protocols
• Installing FactoryTalk View
  • Steps to install FactoryTalk View Site Edition (SE)
  • Deciding which FactoryTalk View SE components to install
  • Preparing for installation
  • Launching Setup Wizard and selecting what to install
  • Common setup and IIS install
    • FactoryTalk Activation Warning
    • Microsoft Internet Information Services (IIS) check and installation
    • Dependent software process termination warning
  • Providing information for the install
    • End User License agreement
    • File Location for product installation
    • Select Setup Type
    • SQL Server sign-in or installation
    • Configuring Products
  • Checking selections and starting the installation process
    • Installation of selected software
  • Installation complete
  • Installing SE clients in a distributed system
  • Post-installation procedures
    • Installing product updates
    • Specifying the Network Directory server location
• Activating FactoryTalk View software
  • About FactoryTalk Activation Manager
  • What happens if FactoryTalk View is not activated?
  • Set up client computers to obtain floating activations
  • Ensuring that network application components stay activated
  • Borrow activations for development computers
  • Activation keys for FactoryTalk View software components
    • Sharing keys among multiple software components
    • Read-write versus view-only activations
• Deploying network distributed applications
  • Overview of tasks: deploying network distributed applications
    • Task checklist for deploying a network distributed application
  • Back up the network distributed application
  • Ensure that the FactoryTalk Network Directory is set up
  • Move the application’s HMI project files
    • Where HMI project files are stored
  • Restore the network distributed application
  • Specify the Network Directory location on application computers
  • Move the application’s data server files
    • Restoring RSLinx Enterprise configurations
    • Backing up and restoring RSLinx Classic configurations
  • Specify data server host computer names
  • Renew data server shortcuts, topics, and device paths
  • Specify HMI server host computer names
  • Set up additional HMI server properties
    • Synchronizing redundant HMI servers and projects
  • Set up the FactoryTalk View SE Clients
    • Creating a new FactoryTalk View SE Client file
    • Copying existing FactoryTalk View SE Client files
    • Locking operators into the run-time environment
  • Run the FactoryTalk View SE Clients
    • About logging on to the FactoryTalk View SE Client
• Deploying network station applications
  • Overview of tasks: deploying network station applications
    • Task checklist for deploying a network station application
  • Move the network station application
  • Specify the Network Directory location on application computers
  • Move the application’s data server files
    • Backing up and restoring RSLinx Classic configurations
  • Specify data server host computer names
  • Renew data server shortcuts, topics, and device paths
  • Specify when HMI server components start or stop
    • How HMI server components start and stop
  • Set up the FactoryTalk View SE Client
    • Creating a new FactoryTalk View SE Client file
    • Locking operators into the run-time environment
  • Run the FactoryTalk View SE Client
    • Logging users on to the FactoryTalk View SE Client
  • Administering deployed network station applications
• Deploying local station applications
  • Overview of tasks: deploying local station applications
    • Task checklist for deploying a local station application
  • Move the local station application
    • About restoring System information with the application
  • Move data servers and change their properties
    • Backing up and restoring RSLinx Enterprise files
    • Backing up and restoring RSLinx Classic configurations
  • Specify OPC data server host computer names
  • Specify when HMI server components start or stop
    • How HMI server components start and stop
  • Set up the FactoryTalk View SE Client
    • Creating a new FactoryTalk View SE Client file
    • Locking operators into the run-time environment
  • Run the FactoryTalk View SE Client
    • Logging users on to the FactoryTalk View SE Client
  • Administering deployed local station applications
• Upgrading an operating FactoryTalk View SE application
  • Finding out about features in the new product version
  • Overview: Upgrading a redundant network distributed application
  • About upgrading a non-redundant network application
  • Part 1: Prepare for the upgrade
    • Step 1 – Upgrade Preparation
    • Step 2 – Back up the deployed application
  • Part 2: Set up a temporary system and perform a partial upgrade
    • Step 3 – Set up a temporary upgrade system
    • Step 4 – Upgrade software components on Server #2
    • Step 5 – Upgrade software components on Workstation #1
    • Step 6 – Migrate the FactoryTalk View SE application
    • Step 7 – Upgrade software on selected run-time clients
    • Step 8 – Test the migrated FactoryTalk View SE application
  • Part 3: Upgrade Server #1 and remaining clients
    • Step 9 – Upgrade remaining client computers
    • Step 10 – Upgrade software components on Server #1
    • Step 11 – Restore Server #1 as the primary application server
    • Step 12 – Set up redundancy for the upgraded system
    • Step 13 – Restart the entire upgraded application
• Common upgrade procedures
  • Recreate SQL Server 2008 R2 Express instance
  • Installing product updates
• FactoryTalk Tools and Utilities
  • FactoryTalk View tools
  • FactoryTalk tools
• Install Microsoft Internet Information Services
• Use unattended installation
  • Perform unattended installation
  • Parameters
  • Examples
    • Example 1
    • Example 2
• Index