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View Machine Edition

INSTALLATION GUIDE
PUBLICATION VIEWME-IN003G-EN-P–June 2009
Supersedes Publication VIEWME-IN003F-EN-P
Contact Rockwell Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support/

Copyright Notice © 2009 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 2000, Windows Server-, Windows XP, and Vista are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the
United States and/or other countries.
Oracle is a registered trademarks of Oracle Corporation.
ControlNet is a registered trademark of ControlNet International.
DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA)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 product’s 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 product’s 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.

Document Version 5.10 Modified: March 26, 2009 9:42:00


Contents

1 • Introducing FactoryTalk View Machine Edition


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

2 • Installing and activating FactoryTalk View on personal


computers
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Required user rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Opening installation instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installing FactoryTalk View Machine Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Viewing Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installation summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Activating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing FactoryTalk Activation software . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Using the FactoryTalk Activation tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the FactoryTalk Activation Transfer tool. . . . . . . . . . . . . . . . . . . . . . . . 17
Getting activations that can be borrowed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using borrowed activations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using the Activation disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Starting FactoryTalk View Studio manually . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Starting automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

3 • Running FactoryTalk View ME Station on PanelView Plus


terminals
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

i
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Reinstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Starting applications automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Running applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

4 • Running FactoryTalk View ME Station on PanelView Plus CE


terminals
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Reinstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Starting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Starting automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Running applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

5 • Getting the information you need


Using the FactoryTalk View online User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Finding information about PanelView Plus and PanelView Plus CE terminals . . . 33
Using FactoryTalk View Studio Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Viewing the Help contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using the index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Finding words or topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Accessing technical support services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Try the User’s Guide and Help first . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Information on the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Contacting Rockwell Automation Technical Support . . . . . . . . . . . . . . . . . . . 38
When you call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

ii
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 User’s Guide and Help.
For information about upgrading FactoryTalk View Machine Edition from a previous
version, see the Release Notes.

FactoryTalk View Studio


FactoryTalk® View Studio 5.10 is a Microsoft® Windows®-based software program for
creating machine-level monitoring and control applications. This software runs on the
following operating systems:
„ Windows 2000 Professional with Service Pack 4
„ Windows 2000 Server with Service Pack 4
„ Windows XP Professional with Service Pack 3
„ Windows Server 2003 R2
„ Windows Vista Business with Service Pack 1 (32-Bit)
„ Windows Vista Home Basic with Service Pack 1 (32-Bit)
„ Windows Server 2008 Standard with Service Pack 1 (32-bit)
„ Windows Server 2008 Enterprise with Service Pack 1 (32-bit)
FactoryTalk View Studio contains the tools you need for creating all aspects of an HMI
application, including real-time animated graphic displays, trends, and alarm reporting.

FactoryTalk View ME Station


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

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• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

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® 9.0 is software for reading and printing the online FactoryTalk View
Machine Edition User’sGuide. This FactoryTalk View Machine Edition Installation Guide
is also available online. For information about viewing the online books, see Chapter 5.

FactoryTalk Administration Console


The FactoryTalk Services Platform includes the FactoryTalk Administration Console,
which you can use to set up FactoryTalk Security. FactoryTalk Security is a method for
setting up security for multiple Rockwell Automation products in one place.
FactoryTalk Security is intended to improve the security of your automation system by
limiting access to those with a legitimate need. FactoryTalk Security authenticates user
identities and authorizes user access to a FactoryTalk system. Security services are fully
integrated into the FactoryTalk Directory and are included as part of the FactoryTalk
Services Platform.
You can also set up FactoryTalk Security in FactoryTalk View Studio. For more
information, see Chapter 11, “Setting up security,” in the FactoryTalk View Machine
Edition User’s Guide.

To open the FactoryTalk Administration Console:


„ On the Windows Start menu, click Programs >Rockwell Software > FactoryTalk
Administration Console.
For information about using the FactoryTalk Administration Console, see FactoryTalk
Help.

2
• • • • •
1 • INTRODUCING FACTORYTALK VIEW MACHINE EDITION

The FactoryTalk View Machine Edition tools

1 • Placeholder
FactoryTalk View Studio tools
These tools are installed with FactoryTalk View Studio:
„ Application Documenter is software that provides detailed information about
FactoryTalk applications.
„ Application Manager is software for renaming, copying, deleting, backing up, and
restoring applications.
„ DeskLock is software that prevents Windows 2000, Windows XP, Windows
Server 2003 R2, Windows Vista, and Windows Server 2008 users from exiting the
FactoryTalk View application at run time. You can use this tool to set up a customized
desktop and to prevent access to Windows functions. You cannot use DeskLock if you
are running your application on a PanelView Plus or PanelView Plus CE terminal.
„ ME Firmware Upgrade Wizard is software for installing new firmware releases on
an ME terminal.
„ ME Transfer Utility is software for moving a run-time machine-level application
(.mer file) from the development computer to PanelView Plus or PanelView Plus CE
terminals.
„ Tag Import and Export Wizard is software for importing or exporting the
FactoryTalk View tag database.
„ Diagnostics Viewer is used to view FactoryTalk Diagnostics messages using the
Windows Event Viewer.

To start the tools:


„ On the Windows Start menu, click Programs > Rockwell Software > FactoryTalk
View > Tools, and then click the tool to start.

To start the Diagnostics Viewer:


„ On the Windows Start menu, click Programs > Rockwell Software > FactoryTalk
Tools > Diagnostics Viewer.
These tools are also available from the Tools menu in FactoryTalk View Studio.

FactoryTalk tools
FactoryTalk tools are installed when you install FactoryTalk Services Platform. They are
available from the Windows Start menu.

3
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To start FactoryTalk tools:


„ On the Windows Start menu, click Programs >Rockwell Software >FactoryTalk
Tools, and then click the tool to start.

FactoryTalk Activation tools


FactoryTalk Activation tools are installed when you install FactoryTalk View, if you
choose to install the FactoryTalk Activation Server. They are available from the Windows
Start menu.

To start FactoryTalk Activation tools:


„ On the Windows Start menu, click Programs >Rockwell Software >FactoryTalk
Activation, and then click the tool to start.

4
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:

„ Microsoft® Windows® 2000 Professional with Service Pack 4 or later.


„ Microsoft Windows XP Professional with Service Pack 3 or later.

If you are planning to upgrade your operating system from an earlier version to
Windows XP Professional, see Answer ID 29104 (previously Tech Note
#P88739858) for information about how to perform the upgrade. If you do not
follow the recommended procedure, you will no longer be able to create or use
FactoryTalk View applications.

„ Microsoft Windows Server 2003 R2 Standard edition (or Standard edition


terminal server) with Service Pack 1 or later.
„ Microsoft Windows Vista Business with Service Pack 1 (32-bit) or Windows Vista
Home Basic with Service Pack 1 (32-bit)

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• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

„ Microsoft Windows Server 2008 Standard with Service Pack 1 (32-bit) or


Windows Server 2008 Enterprise with Service Pack 1 (32-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 Server, and
RSLinx® software from the FactoryTalk View Machine Edition CD to your computer.

Required user rights


The installation process creates program folders and modifies registry entries. To make
these modifications, the user that is currently logged on must have administrative rights
on the personal computer on which FactoryTalk View is installed (for example, the
Windows 2000 Administrator account has these rights).

To start installation:
1. Close all open Windows programs.
2. Place the FactoryTalk View Machine Edition CD in your CD-ROM drive. The CD
should start running automatically.
If the CD does not start automatically, run D:\Setup.exe, where D is the drive
containing the CD.
When the CD window opens, these options are displayed:
„ Open Installation Instructions
„ Install FactoryTalk View Machine Edition
„ Open Release Notes
„ Watch Install Video

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

6
• • • • •
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.

Opening installation instructions


Click Open Installation Instructions to perform these actions:
„ Open FactoryTalk View Installation Assistant The FactoryTalk View
Installation Assistant is a step-by-step help file that guides you through the installation
process.
„ Open FactoryTalk View Installation Guide This FactoryTalk View Machine
Edition Installation Guide is available on the FactoryTalk View Machine Edition CD,
and can be opened and read using Adobe® Reader®. If you do not have Adobe Reader,
you can install it from the CD.
„ Install Adobe Reader Click this heading to install Adobe Reader software on your
computer. Use Adobe Reader to read this FactoryTalk View Machine Edition
Installation Guide and the FactoryTalk View Machine Edition User’s Guide included
on the CD. To install Adobe Reader, click this heading and follow the instructions on
the screen.

When the Adobe installation process starts, close the FactoryTalk View Machine
Edition installation CD by clicking Exit in the text pane on the right. Adobe
installation cannot complete if the CD is open. After you have clicked Finish in the
Setup Wizard for Adobe Reader, restart the FactoryTalk View Machine Edition
installation.

Installing FactoryTalk View Machine Edition

To successfully upgrade from RSView Enterprise 4.00 to FactoryTalk View 5.00 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:

1. Uninstall FactoryTalk View Machine Edition


If you are upgrading from an earlier version of FactoryTalk View Studio, you must
uninstall the earlier version of FactoryTalk View Machine Edition and certain other
Rockwell Automation products before upgrading.
FactoryTalk View uninstalls some products for you when you select Uninstall FactoryTalk
View Machine Edition. FactoryTalk View also displays a list of products that you must
uninstall manually (if any are present on the computer), using Add/Remove Programs in

7
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

the Windows Control Panel. You must uninstall these products first, before uninstalling
FactoryTalk View Machine Edition.
For more information about upgrading FactoryTalk View Machine Edition from a
previous version, see the Release Notes.

To uninstall earlier Rockwell Automation products:


1. Click Uninstall FactoryTalk View Machine Edition.
The Uninstall FactoryTalk View dialog box opens, displaying two lists of products
found on the computer that must be uninstalled before proceeding with the current
installation.

8
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

2. Uninstall the products in the lower list, if any, using the Windows Control Panel.

2 • Placeholder
Do not manually uninstall the Windows Firewall Configuration Utility. Doing so will
cause a fatal error. Allow FactoryTalk View to uninstall the program automatically in
the next step.

3. When you have finished uninstalling all the programs in the lower list, click OK to
uninstall the products in the upper list.
4. If FactoryTalk Services Platform is one of the programs uninstalled, you are asked
whether you plan to revert to an earlier version of FactoryTalk Services Platform or
FactoryTalk Automation Platform. Click Yes for more information about reverting.
Click No to continue with the uninstall.

2. Install FactoryTalk Services Platform


This step installs FactoryTalk Services Platform. You are also given the option to install
the FactoryTalk Administration Console.
The FactoryTalk Directory is installed and set up automatically during the installation of
FactoryTalk Services Platform. Existing FactoryTalk Directory settings, if any, are
retained on the computer.
If your operating system is Windows XP Professional, Windows Server 2003, Windows
Vista, or Windows Server 2008, the Windows Firewall Configuration Utility is also
installed automatically.

To install FactoryTalk Services Platform:


1. In the FactoryTalk View Machine Edition page, click Install FactoryTalk Services
Platform.
2. Follow the on-screen instructions.
A dialog box notifies you that existing FactoryTalk Directories (if any) have been
backed up, and gives the location of the backup files.
The FactoryTalk Services Platform is installed.
3. You are asked whether to restart the computer now. Click No to continue installing
FactoryTalk View Machine Edition.
When the FactoryTalk Services Platform installation finishes, the wizard closes and
you are returned to the Install FactoryTalk View Machine Edition page.

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• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

3. Install FactoryTalk View Machine Edition (complete)

or

Install FactoryTalk View Machine Edition Station only


This step involves installing FactoryTalk View Studio and installing FactoryTalk View
ME Station. You can install FactoryTalk View ME Station only, or install both products at
the same time.
This step also optionally installs these software products:
„ RSLinx® Enterprise™
„ FactoryTalk® Activation Server
„ Microsoft .NET Framework 1.1 and 2.0 (if not already installed on the computer)

To install one or both FactoryTalk View Machine Edition products:


1. Do one of the following:
„ To install both products, click Install FactoryTalk View Machine Edition
(complete).
„ To install FactoryTalk View ME Station only, click Install FactoryTalk View
Machine Edition Station only.
2. You are warned that the installation will terminate all Rockwell Automation software
processes. Click Yes to proceed with the installation.

The FactoryTalk View Machine Edition Installation (InstallShield) Wizard opens.


3. Follow the on-screen instructions.

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• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

2 • Placeholder
4. At the end of the installation process you are given the opportunity to view the
FactoryTalk View Machine Edition Release Notes. If you do not wish to view the
Release Notes at this time, clear the check box.
5. You are also given the opportunity to install the FactoryTalk Activation Server. You
must upgrade FactoryTalk Activation software to version 3.02 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 Server software now, you can
install it later.
For more information about activation, see page 15.

11
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

6. The RSLinx® Enterprise™ Installation Wizard starts automatically after the


FactoryTalk View Machine Edition installation is complete. To install RSLinx
Enterprise, follow the on-screen instructions.
When the RSLinx Enterprise installation asks for a 10-digit serial number, enter any
10-digit number. No specific serial number is required to install RSLinx Enterprise
with FactoryTalk View Machine Edition.
7. At the end of the RSLinx Enterprise installation you are given the opportunity to view
the RSLinx Enterprise Release Notes. Make your choice, and then click Finish.
8. If you previously selected the option to install the FactoryTalk Activation Server, the
FactoryTalk Activation Server Installation Wizard starts.
a. Follow the on-screen instructions.
b. If Microsoft .NET Framework 1.1 or 2.0 is not installed on the computer, you are
prompted to install it. This software is required by the FactoryTalk Activation
Server. Follow the on-screen instructions to install the Microsoft .NET Framework
software.
c. When you are notified that the FactoryTalk Activation Server Installation Wizard
is complete, click Finish.
d. The FactoryTalk Activation tool and FactoryTalk Activation wizard open. To
obtain activations now, follow the on-screen instructions. If you do not want to
obtain activations now, close the tool and wizard.
You can use the FactoryTalk Activation tool and wizard to obtain activations at a
later time, as described on page 17.
You must have an active Internet connection to obtain activation files.
9. At the end of the FactoryTalk View installation process you are prompted to restart
your computer. Do one of the following:
„ If you are not installing any other software, click Yes to restart your computer.
„ If you want to install RSLinx® Classic™, click No, and restart later.

4. Install RSLinx Enterprise


RSLinx Enterprise is required for run-time communications. RSLinx Enterprise is
installed automatically after the FactoryTalk View Machine Edition installation is
complete. You can therefore skip this step.
If you do not install RSLinx Enterprise during the FactoryTalk View Machine Edition
installation, but later decide you want to use RSLinx Enterprise, you can install it
separately.

12
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

To install RSLinx Enterprise:


1. Click Install RSLinx Enterprise.

2 • Placeholder
2. Follow the on-screen instructions. In the serial number text box, enter any 10-digit
number.
3. You are given the opportunity to view the RSLinx Enterprise Release Notes. Make
your choice, and then click Finish.

5. Install RSLinx Classic (optional)


If your application requires communications not supported by RSLinx Enterprise, you
have the option of installing RSLinx Classic, either alone or with RSLinx Enterprise.
Install RSLinx Classic if you are migrating PanelView or RSView Enterprise 2.10.00
applications to FactoryTalk View.

To install RSLinx Classic:


1. Click Install RSLinx Classic (optional).
2. Follow the on-screen instructions.
3. At the end of the installation you are given the opportunity to restore a previous
RSLinx Classic configuration. To do this, click Restore, and then follow the on-screen
instructions.
4. You are given the opportunity to view the RSLinx Classic Release Notes. Make your
choice, and then click Finish.
5. Restart the computer.

6. Install Product Updates (optional)


Click this link to open Help that tells you how to find out about and apply any updates that
are available for the products that you have installed.

Viewing Release Notes


Click Open Release Notes to open the Product Release Notes page of the installation CD.
You can:
„ Open FactoryTalk View Release Notes
„ Open RSLinx Enterprise Release Notes
„ Open RSLinx Classic Release Notes
Click these links to open the Release Notes. The Release Notes are also available from the
installation programs for their respective products.

13
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

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 folder containing bitmap image files that you can use on graphic objects. This
file is located in:
„ (Windows 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\Images
„ (Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\Images
„ (Windows Vista and Windows Server 2008) \Users\Public\Public
Documents\RSView Enterprise\Images
„ adds a folder containing sample applications for FactoryTalk View Studio and stores
applications that you create. This file is located in:
„ (Windows 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\ME\HMI projects
„ (Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\HMI projects
„ (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 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\ME\Libraries
„ (Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\Libraries
„ (Windows Vista and Windows Server 2008) \Users\Public\Public
Documents\RSView Enterprise\ME\Libraries

14
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

„ adds a folder containing graphic displays, global object displays, and image files used
for Logix5000 process faceplates. This folder is located in:

2 • Placeholder
„ (Windows 2000) \Documents and Settings\All Users\ Documents\RSView
Enterprise\ME\Faceplates
„ (Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\Faceplates
„ (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.
There are two methods for activating FactoryTalk View Machine Edition:
„ using FactoryTalk Activation Server software to download and transfer activation
files.
„ using an Activation disk containing EvRSI activation files. This method is available
only if you are upgrading from a previous version of RSView Machine Edition
software.

FactoryTalk Activation will replace EvRSI activation in a future release. If you are
using EvRSI activation, please contact your local Rockwell Automation Sales office or
Technical Support for information about migrating your activations to FactoryTalk
Activation.

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.

Finding more information about FactoryTalk Activation


Additional information, including instructions for using the FactoryTalk Activation Tool,
is available on the FactoryTalk View ME Getting Results CD, included with your
installation package.

15
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

You can also find detailed information, instructions, and troubleshooting tips in the
FactoryTalk Activation Help.
After installing the FactoryTalk Activation software, click Start > All Programs >
Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Help.

Activation files
FactoryTalk View Studio uses the activation files RSV.STUDIO or RSVME.STUDIO.
For FactoryTalk View ME Station running on a personal computer, the particular
activation files depend on the licensing you purchase, and determine how many displays
your applications can contain:
„ RSVME.250 comes with a license for 250 displays
„ RSVME.RUN comes with a license for 75 displays.
„ RSVME.30 comes with a license for 30 displays.
„ RSVME.15 comes with a license for 15 displays.

Installing FactoryTalk Activation software


You are given the opportunity to install FactoryTalk Activation software at the end of the
FactoryTalk View Machine Edition installation process. If you did not install FactoryTalk
Activation at that time, you can install it separately.
FactoryTalk Activation Server software includes two tools:
„ FactoryTalk Activation tool allows you to download activation files using an Internet
connection.
„ FactoryTalk Activation Transfer tool allows you to transfer activation files to a
computer that does not have an Internet connection.
For information about using the tools, see the Help for the tools.

To install FactoryTalk Activation software manually:


1. Load the FactoryTalk View Machine Edition installation CD.
2. In Windows Explorer or My Computer, browse to this folder on the CD:
Redist\FTA\FTAServer
3. Double-click setup.exe.
4. Follow the on-screen instructions.
5. When you are notified that the Installation Wizard is complete, click Finish.

16
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

6. The FactoryTalk Activation tool and FactoryTalk Activation wizard open. To obtain
activations now, follow the on-screen instructions. If you do not want to obtain

2 • Placeholder
activations now, close the wizard and tool.
You can use the FactoryTalk Activation tool and wizard to obtain activations at a later
time, as described in the next section.
You must have an active Internet connection to obtain activation files.

Using the FactoryTalk Activation tool


The FactoryTalk Activation tool is used to obtain the activation files needed to activate
your software. You must have an active Internet connection to obtain activation files.
The FactoryTalk Activation wizard, accessible from the FactoryTalk Activation tool,
guides you through the process of obtaining activation files.

To open the FactoryTalk Activation tool:


„ On the Windows Start menu, click Programs > Rockwell Software > FactoryTalk
Activation > FactoryTalk Activation Tool.
For details about using the tool, click FactoryTalk Activation Help.

To use the FactoryTalk Activation wizard:


1. In the FactoryTalk Activation tool, click the Get Activations tab.
2. Click Open Activation Wizard.
To provide the software’s Serial Number and Product Key, identify the activation
server’s Host ID, and download activation files, follow the instructions in the wizard.
3. Save the activation file or files.
Activation files must have a .lic extension. You can save the files to the default
location (c:\Program Files\Common Files\Rockwell\Activations) or, in the Settings
tab, specify another location. For details, click Help in the Settings tab.
4. When you are notified that the product activations have been downloaded, click
Finish.

Using the FactoryTalk Activation Transfer tool


The FactoryTalk Activation Transfer tool is used to transfer activation files to computers
that do not have an active Internet connection.

17
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To open the FactoryTalk Activation Transfer tool:


„ On the Windows Start menu, click Programs > Rockwell Software > FactoryTalk
Activation > FactoryTalk Activation Transfer Tool.
For details about using the tool, click FactoryTalk Activation Transfer Tool Help.

Protecting activation files


Activation files are simple text files that must have a .lic extension.
As long as the .lic extension is retained, you can copy or rename an activation file without
harming it. However, tampering with text inside the activation file can disable your
Rockwell Software products.
If an activation file is damaged or deleted, contact Rockwell Automation Technical
Support.
For safekeeping, keep an original set of your activation files on backup media. Use
descriptive names for the files, so that you can identify them later, and copy them back to
the appropriate computers.
Activation files are locked to the Host IDs of the computers (or dongles) that need them.
Activation will fail for Rockwell Software products on a computer where the specified
Host ID is not recognized by the activation file.

Getting activations that can be borrowed


If you are upgrading from FactoryTalk View 5.0 or earlier, the FactoryTalk View Studio
activations you have already purchased cannot be borrowed. You can replace these older
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 3.02 or later to allow borrowing of activations.
For information about rehosting, see the Getting Results CD provided with your
installation package.

Using borrowed activations


FactoryTalk Machine Edition 5.10 supports borrowed activations for development
computers. A borrowed activation is retrieved from a pool of available activations on the
activation server, and expires after a specified length of time. Once a borrowed activation
is checked out to a particular computer, the computer can disconnect from the network.
When the time limit expires, the associated software on the computer is no longer
activated, and the activation automatically becomes available again from the server’s
activation pool. A borrowed activation can also be returned to the activation server
manually before the time limit expires.

18
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

To borrow activations from a server:


1. Connect your computer to the network where the activation server is located.

2 • Placeholder
2. Run the FactoryTalk Activation Tool and then click the Current Activations tab.
3. To verify that the activations you want to borrow are available, subtract the number of
activations currently in use and borrowed, from the total number of activations. Also
verify that the activations you want can be borrowed. Activations that can be
borrowed show a number in the Borrowed column. If no activations have already been
borrowed, the Borrowed column shows 0. Activations that cannot be borrowed show
n/a in the Borrowed column.

4. To borrow a single activation, click the row that corresponds to the activation you
want to borrow, and then click Borrow. To borrow more than one activation, click
Borrow All, or select the rows for the activations you want to borrow and then click
Borrow.
5. In the Borrow Activation window, indicate the date and time when the borrowed
activations will expire. The default value for the date and time is set to the earliest
expiration date found in the group of borrowed activations. This is the maximum
amount of time before the group of borrowed activations will expire.
6. Make sure the Borrow as System user for services check box is selected. If this
check box is not selected, FactoryTalk View will no longer be activated when you
disconnect from the activation server.

19
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Ensure that this


check box is
selected.

7. Click OK.
8. Click Exit to close the FactoryTalk Activation Tool. You can now disconnect your
computer from the network.

To return a borrowed activation before it expires:


1. Connect to the network and run the FactoryTalk Activation Tool.
2. On the Current Activations tab, select the borrowed activation.
3. Click the Return Borrowed Activations button.

Using the Activation disk


The Activation disk (also referred to as a Master disk) activates FactoryTalk View
Machine Edition products using the EvRSI activation method. This method is available
only if you are upgrading from a previous version of FactoryTalk View Machine Edition
software.

FactoryTalk Activation will replace EvRSI activation in a future release. If you are
using EvRSI activation, please contact your local Rockwell Automation Sales office or
Technical Support for information about migrating your activations to FactoryTalk
Activation.

The Activation disk contains:


„ one or more activation files.
The activation file is the software “key” that activates your FactoryTalk View
Machine Edition product. Depending on what you purchase, your Activation disk has

20
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

one or more activation files. For example, if your company purchases four
FactoryTalk View Studio installations, you require four activation keys.

2 • Placeholder
Multiple copies of the same software require activation keys with matching serial
numbers. All of the activation keys can be on the same Activation disk.
„ a program called EvMoveW.exe that moves activation keys to and from computers.
„ a program called ResetW.exe that reactivates a damaged activation key.
You can move activation keys to and from the Activation disk. The programs
EvMoveW.exe and ResetW.exe always stay on the Activation disk.
For more information about using the Activation disk, see the Activation Help.

To open the Activation Help:


„ On the Windows Start menu, click Programs > Rockwell Software > Utilities >
Activation Help.

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

Starting FactoryTalk View Studio manually


To start FactoryTalk View Studio
„ On the Windows Start menu, click Programs > FactoryTalk View Studio.

Starting automatically
To start FactoryTalk View Studio automatically each time Windows starts, include a
shortcut in the Windows Startup folder.

To add FactoryTalk View Studio to the Startup folder:


1. Browse to the location of the Launcher.exe file.
The path is \Program Files\Rockwell Software\RSView Enterprise\Launcher.exe.
2. Right-click the Launcher file name, and then click Create Shortcut.
3. Cut and paste, or drag and drop, the Shortcut to Launcher into the Startup folder.

21
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

The path in Windows 2000, XP, and Server 2003 is:


Documents and Settings\All Users\Start Menu\Programs\Startup.
The path in Windows Vista and Server 2008 is:
Users\logged-in user name\AppData\Roaming\Microsoft\Windows\Start
Menu\Programs\Startup.
When you start your computer, FactoryTalk View Studio starts automatically. Depending
on how you have set up security, you might be prompted to log into FactoryTalk
Directory. For information about setting up security, see Chapter 11, “Setting up security,”
in the FactoryTalk View Machine Edition User’s Guide.

Using sample applications


FactoryTalk View Studio comes with sample applications that highlight features of the
product. Most of these applications have two versions, designed for two different screen
resolutions.
For example:
„ Objects_640x480.med
„ Objects_800x600.med
The path to the sample applications is:
„ (Windows 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\ME\HMI projects
„ (Windows XP and Windows Server 2003) \Documents and Settings\All
Users\Shared Documents\RSView Enterprise\ME\HMI projects
„ (Windows Vista and Windows Server 2008) \Users\Public\Public
Documents\RSView Enterprise\ME\HMI projects
HMI projects contains a folder for each sample application. As well as the .med file, a
sample runtime application file (with the extension .mer) is included in each sample
application’s folder.
If you have not activated FactoryTalk View Studio, use the sample application Objects 5
Screen Demo.med.

When you first install FactoryTalk View, sample applications are accessible to all users. For
information about setting up users and granting them access to applications, see Chapter 11,
“Setting up security,” in the FactoryTalk View Machine Edition User’s Guide.

22
• • • • •
2 • INSTALLING AND ACTIVATING FACTORYTALK VIEW ON PERSONAL COMPUTERS

To open a sample application when you start FactoryTalk View


Studio:

2 • Placeholder
1. In FactoryTalk View Studio, in the New/Open Machine Edition Application dialog
box, click the Existing tab.
2. Click the name of the sample application to open.
3. Select a language for the application.
4. Click Open.

To open a sample application after FactoryTalk View Studio is


open:
1. In FactoryTalk View Studio, click File > Open Application.
If an application is already open, you are asked whether to close it. Click Yes.
2. Click the name of the sample application to open.
3. Select a language for the application.
4. Click Open.

23
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:
„ Available Memory (RAM). 64 MB.
„ Available Flash Storage space. 32 MB.

„ Operating system. Microsoft® Windows® CE.NET 4.1.


„ PC cards. Optional cards for storing temporary files or data log files.

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

Using the Firmware Upgrade Wizard, you can:


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

25
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To start the Firmware Upgrade Wizard:


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

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

Starting applications automatically


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

Running applications
Before you can run an application on the PanelView Plus terminal, you must transfer it to
the PanelView Plus terminal.
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 User’s Guide, or
see the PanelView Plus Terminals User Manual.

26
• • • • •
3 • RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS TERMINALS

Using sample applications

3 • Placeholder
FactoryTalk View® Studio comes with sample applications that highlight features of the
product. Most of these applications have two 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 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\ME\HMI projects
„ (Windows XP and Windows Server 2003) \Documents and Settings\All Users\Shared
Documents\RSView Enterprise\ME\HMI projects
„ (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.

To run a sample runtime application:


1. Transfer the application’s .mer file to the PanelView Plus terminal and prepare to run
the application.
For detailed instructions, see the PanelView Plus Terminals User Manual.

27
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

2. In the FactoryTalk View ME Station dialog box, click Load Application.


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

28
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:
„ Available Memory (RAM). 64 MB.
„ Available Storage Card space. 32 MB.

„ Operating system. Microsoft® Windows® CE.NET 4.1.


„ PC cards. Optional cards for storing temporary files or data log files.

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

Reinstalling
If necessary, you can reinstall or upgrade FactoryTalk View ME Station on the PanelView
Plus CE terminal using the Firmware Upgrade wizard. The wizard reinstalls FactoryTalk
View ME Station and RSLinx® Enterprise™ as well as other programs.

To determine what is included in any firmware upgrade, please refer to Answer ID 33326
(previously Tech Note #Q154160016) in the Rockwell Automation Knowledgebase.

Using the Firmware Upgrade wizard, you can:


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

29
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To start the Firmware Upgrade Wizard:


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

Starting
You can start FactoryTalk View ME Station manually, or you can set up the program to
start automatically when the PanelView Plus CE terminal is turned on.

To start FactoryTalk View ME Station on a PanelView Plus CE


terminal:
„ On the Windows Start menu, click Programs > Rockwell Software > FactoryTalk
View ME Station.
The FactoryTalk View ME Station dialog box opens.
For information about the options in the dialog box, see the PanelView Plus Terminals
User Manual.

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

Running applications
Before you can run an application on the PanelView Plus CE terminal, you must transfer it
to the PanelView Plus CE terminal.
PanelView Plus Compact terminals can load and run only Compact Machine Edition
applications. PanelView Plus CE terminals can load and run Compact Machine Edition
applications as well as non-Compact, regular applications.

30
• • • • •
4 • RUNNING FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS CE TERMINALS

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

4 • Placeholder
PanelView Plus CE terminal,” in the FactoryTalk View Machine Edition User’s Guide, or
see the PanelView Plus Terminals User Manual.

Using sample applications


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 (the
computer on which FactoryTalk View Studio is installed):
„ (Windows 2000) \Documents and Settings\All Users\Documents\RSView
Enterprise\ME\HMI projects
„ (Windows XP and Windows Server 2003) \Documents and Settings\All Users\Shared
Documents\RSView Enterprise\ME\HMI projects
„ (Windows Vista and Windows Server 2008) \Users\Public\Public Documents\RSView
Enterprise\ME\HMI projects
HMI projects contains a folder for each sample application.

To run a sample runtime application:


1. Transfer the application’s .mer file to the PanelView Plus CE terminal and prepare to
run the application.
For detailed instructions, see the PanelView Plus Terminals User Manual.
2. Start FactoryTalk View ME Station.

31
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

3. In the FactoryTalk View ME Station dialog box, click Load Application.


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

32
5 Getting the information you need

5 • Placeholder
This chapter describes:
„ using the FactoryTalk View Machine Edition User’s Guide.
„ downloading the PanelView Plus Terminals User Manual.
„ using the FactoryTalk View Studio Help.
„ accessing Rockwell Automation technical support services.

Using the FactoryTalk View online User’s Guide


The FactoryTalk View Machine Edition User’s Guide provides procedures and reference
information for creating applications in FactoryTalk® View Studio and running
applications in FactoryTalk® View ME Station.

To view the User’s Guide while FactoryTalk View Studio is


running:
„ In FactoryTalk View Studio, click Help > Online Books > User’s Guide.
This FactoryTalk View Machine Edition Installation Guide is also available from the
Help menu.
These manuals are also available on the FactoryTalk® View Machine Edition CD.
If desired, you can print the online User’s Guide. For information about printing PDF
files, see Adobe® Reader® Help.

Finding information about PanelView Plus and PanelView Plus


CE terminals
This manual for operating PanelView™ Plus and PanelView Plus CE terminals is
provided on the FactoryTalk View Machine Edition CD:
„ PanelView Plus Terminals User Manual
The manual provides procedures for setting up the terminals to run your applications.
This manual is also available for download from the Rockwell Software page at:
http://www.rockwellautomation.com/rockwellsoftware/

33
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To download the terminal manual from the Rockwell Software


page:
1. In the Rockwell Software box at the left side of the page, under Resources, click
Literature Library.
2. On the Literature Library page, in the New Search 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.

Using FactoryTalk View Studio Help


FactoryTalk View Studio Help provides step-by-step procedures and reference
information for working with all the features in FactoryTalk View Studio.

To open Help while FactoryTalk View Studio is running, do one of


the following:
„ On the FactoryTalk View Studio menu bar, click Help > Contents.
„ Click the Help button or press the F1 key in any editor or dialog box.

34
• • • • •
5 • GETTING THE INFORMATION YOU NEED

Viewing the Help contents


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

5 • Placeholder
To see the
topics in a
book, click
the +.

To see a
topic, click
the topic.

35
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

Using the index


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

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

36
• • • • •
5 • GETTING THE INFORMATION YOU NEED

Finding words or topics


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

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

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

Accessing technical support services


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

Try the User’s Guide and Help first


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

Information on the Internet


If you cannot find the answer to your question or problem in the User’s Guide or Help,
you can also find information on the World Wide Web.

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• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE

To open Internet support pages from FactoryTalk View Studio:


„ Click Help > Rockwell Automation on the Web, and then click the name of the web
page to view.
To use Rockwell Automation on the Web, you must have a web browser installed on your
computer, and you must have an active Internet connection.

The Rockwell Automation support web site


The Rockwell Automation support web site includes comprehensive searchable databases
of support information for all Rockwell Automation products. It also includes online
support, software utilities and downloads, case studies, and literature.
The support web site is located at:
http://support.rockwellautomation.com
The Rockwell Automation Knowledgebase is a searchable database of technical notes and
frequently asked questions updated daily by our support specialists. The Knowledgebase
is available from the Rockwell Automation support page.

To open the Knowledgebase:


„ On the Rockwell Automation support page, click Knowledgebase.

Contacting Rockwell Automation Technical Support


If you cannot find the answer to your question using any of the resources suggested above,
contact Rockwell Automation Technical Support at:
440–646–3434
Support staff are available Monday through Friday from 8 AM to 7 PM Eastern Standard
Time (North America only), except during holidays.

When you call


When you call, please be at your computer, and be prepared to give this information:
„ the product serial number
You can find this number on the Activation disk label and in the Help About dialog
box in FactoryTalk View Studio.
„ the product version number
„ the type of hardware you are using
„ the exact wording of any messages that appeared on your screen

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• • • • •
5 • GETTING THE INFORMATION YOU NEED

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

5 • Placeholder
„

You might also be required to provide information about the FactoryTalk View add-ons
and updates that are installed on your computer.

To view the list of installed add-ons and updates:


1. In FactoryTalk View Studio, with the Explorer window active, click Help > About
FactoryTalk View Studio.
2. To view the list of installed add-ons, click Add-Ons.
3. To view the list of installed updates, click Updates.

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