VantagePoint Getting Results Guide

FactoryTalk VantagePoint provides dashboards, trends and reports against a broad range of real time and historian
data sources.

To start using FactoryTalk VantagePoint you will need to complete the following steps:

1. Install the FactoryTalk VantagePoint Server on a suitably configured machine.

2. Complete the FactoryTalk Activation process.
3. Configure connectors to the data sources that you want to use with VantagePoint.

You are now ready to begin using FactoryTalk VantagePoint (hereafter referred to as VantagePoint). The VantagePoint
Portal will start at the end of the installation process and allows you to start viewing and analyzing your manufacturing
data. This Quick Start Guide will help you with your initial configuration. Detailed information about each step and the
capabilities of VantagePoint can be found in the online Help file which is installed with the server.

Please check the website www.incuity.com for updates to this document.

Step 1: Installing FactoryTalk VantagePoint Server

Preparing the FactoryTalk VantagePoint Server Machine

Network Considerations
The FactoryTalk VantagePoint Server should be installed on a server that has:

• Network access to the plant data sources (Control systems, HMI systems and historians) that VantagePoint will
be configured to access data from; and

• Is accessible to the intended FactoryTalk VantagePoint Users.

In environments where control networks have been separated from business networks the Server will require a network
card attached to each network.

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 This figure shows a typical architecture with the server
running VantagePoint having access to several data sources.
Users of VantagePoint connect to the VantagePoint Portal
(which runs on the server) to begin working with the system.

Server Platform Considerations

Production installations of FactoryTalk VantagePoint Server require:

• Windows Server 2003;

• SQL Server 2005, Standard Edition; and
• Microsoft Excel 2007.

These products in addition to all applicable service packs and updates should be installed prior to the installation of the
FactoryTalk VantagePoint Server.

The Windows Server should be configured as an Application Server and a member of the domain (if applicable to your
organization). If you are using a domain, it is recommended that you be logged onto the server where you will be
installing VantagePoint as a domain user that has local administrator rights on the server.

Install the FactoryTalk VantagePoint Server

The VantagePoint DVD contains installation files for both VantagePoint and VantagePoint EMI versions of the software.
Depending on the version you want to install, you must navigate to the appropriate VantagePoint folder prior to running
the setup program.
To install VantagePoint navigate to the VantagePoint folder. Run the setup program (setup.exe) on the target machine.
Select “Install VantagePoint Server and FactoryTalk Services Platform”, and follow the instructions on the screen.
Note:
• A detailed description of the options on this screen can be found in the ‘VantagePoint install options.htm’ file
located in the VantagePoint folder on the DVD.

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 This is the start screen for installing VantagePoint. The
installation process will automatically install any of the
prerequisites if they are not present with the exception of MS
SQL Server and MS Excel. Prerequisites that will be installed
include:

• NET Framework 2.0

• ASPNET 2.0 AJAX Extensions 1.0
• FactoryTalk Activation Server
• FactoryTalk Services Platform
• PI-SDK
• OPC Core Components

To install VantagePoint EMI navigate to the VantagePoint EMI folder. Run the setup program (setup.exe) on the target
machine. There are two options when installing the VantagePoint EMI Server.
• Install VantagePoint Server and FactoryTalk Services Platform
- Select this option if you want to install VantagePoint Server and connect FactoryTalk products.
• Install VantagePoint Server Only
- Select this option if you do not want to connect FactoryTalk products via VantagePoint. The FactoryTalk
Services Platform can be installed at a later date.
Note:
• A detailed description of the options on this screen can be found in the ‘VantagePoint install options.htm’ file
located in the VantagePoint EMI folder on the DVD.

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 This is the start screen for installing VantagePoint EMI. The
installation process will automatically install any of the
prerequisites if they are not present with the exception of MS
SQL Server and MS Excel. Prerequisites that will be installed
include:

• NET Framework 2.0

• ASPNET 2.0 AJAX Extensions 1.0
• FactoryTalk Activation Server
• FactoryTalk Services Platform
• PI-SDK
• OPC Core Components

Note:
• Several SQL Server databases are created during the VantagePoint installation.

When the installation completes you will have access to the VantagePoint Portal (Portal). On the VantagePoint Server,
the applications that comprise a VantagePoint System can be found under the start program group: Start | All Programs |
Rockwell Software | FactoryTalk VantagePoint.

When the installation of VantagePoint completes, the Portal

will automatically open. From the Portal you can launch the
other applications that are part of the VantagePoint System
from shortcuts on the Homepage or from the Portal Menu.
These applications typically run on a client computer and will
download on demand.

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Step 2: License Activation
FactoryTalk Activation
VantagePoint utilizes FactoryTalk Activation. In order for your VantagePoint System to be operational, you must
complete the FactoryTalk Activation Process. If your VantagePoint Server has access to the Internet, you can complete
the activation process via the Activation Wizard which is accessed from the FactoryTalk Activation Tool (Start | All
Programs | Rockwell Software | FactoryTalk Activation | FactoryTalk Activation Tool). If using the Activation Wizard, the
FactoryTalk Activation Tool needs to be run on the VantagePoint Server.

If you do not have access to the Internet from the VantagePoint Server, you can complete the activation process from a
computer with access to the Internet via the website https://licensing.software.rockwell.com. Refer to the FactoryTalk
Activation Help File or the Activate Rockwell Software Products booklet for additional information.

The FactoryTalk Activation Tool is used to complete the

activation process. You will require the information on the
license certificate in order to complete the process (Serial
Number & Product). If you do not have access to the Internet
from the VantagePoint Server, you will need to complete the
process via the licensing website.

VantagePoint utilizes capacity based licensing which requires the FactoryTalk Activation Server. The FactoryTalk
Activation Server is installed during the installation of the VantagePoint Server and runs on the same server. When
completing the activation process, the generated license file(s) must be located in folder searched by the activation
server.

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 If you complete the activation process via the website (rather
than use the Activation Wizard) you will need to copy the
downloaded license file (xxx.lic) to a folder that is being
searched by the local activation server.
On Windows Server 2003 the default folder is:
c:\Documents and Settings\All Users\Documents\Rockwell
Automation\Activations\

Initializing the License on VantagePoint

After you have completed FactoryTalk Activation, VantagePoint Manager (Manager) is used to update VantagePoint with
the licensing information from the FactoryTalk Activation Server (Start | All Programs | Rockwell Software | FactoryTalk
VantagePoint | Manager). This step must be completed on the VantagePoint Server (not by running Manager from a
remote client). Select ‘Reactivate License’ from the Configuration menu in order for the VantagePoint Server to check for
new FactoryTalk Activations. (This menu item is only available in Manager when it is run on the VantagePoint Server.)

Manager is used to administer the entire VantagePoint

System. There is a menu item ‘License Activation’ under
‘Configuration’ to update the license used by VantagePoint.
This step is done after the FactoryTalk Activation process has
been completed.

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 Click ‘Reactivate’ on this dialog in order for VantagePoint to
request licenses from the FactoryTalk Activation Server. If no
valid VantagePoint licenses are available from the
FactoryTalk Activation Server, an error message will be
displayed. Adding a new license to VantagePoint will cause
the server to stop/restart briefly.

Using Manager you can confirm what license is being used by

VantagePoint. Select the leaf ‘License’ under the System
Folder. You should see the License Type specified as
‘Permanent’. If you were running under a ‘Grace Period’
license, the License type should be displayed as ‘Grace Period’.

Note:
• When first installed, VantagePoint will use a Grace Period License if the FactoryTalk Activation has not been
completed. The Grace Period License allows the system to run for 7 days from the time of the initial installation.
The expiration date of the Grace Period License is displayed in Manager and in the ‘Help About’ on each of the
VantagePoint applications.
• For VantagePoint and VantagePoint EMI, a Grace Period License activates VantagePoint functionality and sets
the capacities to 5x Named Users, 5x 3rd Party Real-time Connector Instances and 5x 3rd Party Historian
Connector Instances. There is no restriction on the number of FactoryTalk Live and FactoryTalk Historian
connectors that can be configured. In addition, a Grace Period License limits tag creation to 50 calculation tags,
50 Incuity tags and 100 storage tags.

• The FactoryTalk Activation Server will not start if a valid VantagePoint license is not found.

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 • The FactoryTalk Activation Server runs as a service. After the activation process is completed you can close the
FactoryTalk Activation Tool.

• The ‘reactivate’ process from VantagePoint Manager needs to be completed each time you add additional
capacity to the system through FactoryTalk Activation.
• Additional licenses for VantagePoint can be purchased to:
o Add additional Named User Licenses;
o Add 3rd Party Real-time Connector Instance(s); and
o Add 3rd Party Historian Connector Instance(s).

Assigning Named User Licenses

VantagePoint Named User Licenses are automatically assigned to users as they connect to the VantagePoint Server.
Manager can be used to pre-assign users or change which users have been assigned a VantagePoint Named User License.

User Licenses are configured through Manager. Browse to the

leaf ‘Named Users’ to see a list of the users who have been
assigned licenses.
To delete a user that has been assigned a license, you can
‘right click’ and select delete from the menu. If this user
connects to the VantagePoint Server again, they would
automatically be assigned a license if one was available.

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Step 3: Configuring Connectors

Connecting to Data Sources

To view and analyze your manufacturing data, you will need to configure the VantagePoint Server to connect to your
production data sources. This configuration is done using Manager. (Manager is used to manage the entire VantagePoint
System including configuration of the model and security.)
Manager can be started from the Portal (there is a short-cut on the default homepage or via the Portal menu Tools |
Manager). In the model browser expand the ‘System’ node and then the ‘Sources’ node to list the connector types
available. Right click on the desired connector, choose ‘New|Item’ and let the wizard guide you through the installation
process.
Connectors can be configured to access data from:

• FactoryTalk Live Data Sources (Logix controllers, PLC, SLC, etc.)

• FactoryTalk Historian
• FactoryTalk Alarm & Events History
• 3rd Party Real-time Sources (through FactoryTalk Live Data-OPC DA connector)
• 3rd Party Historian Sources (through OPC HDA, IndustrialSQL Server, GE Proficy Historian, OSI PI)

VantagePoint Simulator
A simulator is installed with VantagePoint so that you can begin learning the product before you have it attached to your
plant data sources. Several instances of the simulator are created during the installation. Additional instances can be
created by right clicking on the ‘Simulator node’ and selecting ‘Create Instance’.

Configuring FactoryTalk Data Sources

FactoryTalk VantagePoint supports connection to FactoryTalk Live Data, FactoryTalk Historian and FactoryTalk Alarm and
Event data sources. FactoryTalk data sources must be configured appropriately prior to referencing the data in
VantagePoint.
The flow chart below illustrates how to configure FactoryTalk data sources such that the data can be referenced by
VantagePoint. This example uses RSLinx Enterprise which is the recommended and preferred data server for
communicating with Rockwell Automation controllers (Control Logix, PLC-5, SLC-5 etc.). RSLinx Enterprise installation
files can be found in the Resources|RSLinxE folder on the VantagePoint DVD.

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Configuring FactoryTalk Data Sources Flowchart

ROCKWELL AUTOMATION CONTROLLERS

(ControlLogix, PLC-5, SLC-5, ETC)

o Install RSLinx Enterprise

o Using RSLinx Enterprise, To learn more about creating a
create a Device Shortcut that Device Shortcut using RSLinx
Begin Enterprise, please review the
links directly to the underlying
control devices. RSLinx Enterprise Getting
o Reference the data item via the Results Guide located in the
Device Shortcut in Resources folder on the
Connecting Rockwell VantagePoint installation DVD.
VantagePoint Manager.
Automation data
Does your environment sources to
NO VantagePoint that
contain an existing
FactoryTalk Directory? are not associated FACTORYTALK HISTORIAN
with a FactoryTalk
Directory.
Use the VantagePoint
For additional information, please
Standalone FactoryTalk
review the VantagePoint Help
Historian connector to
topic <Add a FactoryTalk
reference data items from a
YES Historian Connector>.
FactoryTalk Historian.

If your environment contains If necessary, you may need to

NO one FactoryTalk Directory, set use the FactoryTalk Directory
Does your environment contain
the Directory name in Server Location Utility to
more that one FactoryTalk
VantagePoint to join the ensure that VantagePoint
Directory?
existing FT Directory. points to the correct FT
Directory.
YES
For additional information,
If your environment contains more than please review the
one Factory Talk Directory you have 2 VantagePoint Help topic <Add
options for VantagePoint connectivity. a FactoryTalk Connector>

OPTION 1 OPTION 2

Using RSLinx Enterprise, create

Device Shortcuts that links directly Create a new application on one of
to underlying control devices. the existing directories that contains
Reference these data items via the all Resources, PLC’s, Historians,
Device Shortcut in the Alarm & Events etc.
VantagePoint Manger.
Set the Directory name in
Use the VantagePoint Standalone VantagePoint to join the existing FT
FactoryTalk Historian connector to Directory that contains the
reference data items from a application created above.
FactoryTalk Historian.

End

Note:

• FactoryTalk VantagePoint does not support browsing the online folder of RSLinx Classic or connectivity to a PI
collective.
• When using the VantagePoint FactoryTalk Historian Connector, the following two conditions must be met:
1. A Trust needs to exist between the VantagePoint Server and the machine hosting the Historian before
creating this connector.
2. The machine hosting the target Historian must be added to the PI-SDK on the VantagePoint Sever
machine.
• If your environment requires RSLinx Classic, please consult the product documentation or contact Rockwell
Technical Support for further assistance.

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Connecting to FactoryTalk Data Sources
To ensure that VantagePoint selects the correct FactoryTalk Directory, you must use the FactoryTalk Directory Server
Location Utility to change directories prior to creating a data source connection in VantagePoint. See “Add a FactoryTalk
Connector” in the Online Help for more information on this topic.

Browse to the type of connector you would like to create an

‘instance’ of. The connectors available on your system are
found under the leaf ‘System|Sources’.

The configuration wizard for each type of connector is

different based on the requirements of the data source.
The first step in creating a FactoryTalk Connector is to confirm
the Factory Talk directory location for the items you wish to
import. This name is displayed in the Directory host field. If
necessary, you may need to use the FactoryTalk Directory
Server Location Utility to ensure that VantagePoint points to
the correct FactoryTalk Directory.

VantagePoint requires a FactoryTalk User account to connect to the FactoryTalk Directory. VantagePoint can create a new
user for this purpose and automatically assign necessary rights within FactoryTalk Security to operate correctly. If you
choose an existing FactoryTalk User account, that user account must be a member of the FactoryTalk Administrators and
FTHAdministrators groups for VantagePoint to operate.

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 Once the credentials have been verified, the new connector is
created. In VantagePoint Manager the structure for the new
connector has been created with the default name of the
FactoryTalk Directory machine name. Finishing at this point
will leave the connector configured and you can import data
at later time.

The FactoryTalk Import Wizard provides three choices for

importing:
• FactoryTalk Live Data Tags
• FactoryTalk Historian Tags
• FactoryTalk Alarms and Events Information

For the purpose of this Quick Start Guide we will choose to import ‘Live Data’.
When importing FactoryTalk Live Data tags you can choose to import structures from a Logix controller as VantagePoint
Types or just import controller tags as simple data items. When importing structures from a Logix controller, the import
wizard will search the associated controller offline file (.ACD file) and locate structures which VantagePoint can map to
existing pre-defined Types or create new User Types to map to the selected User Defined structures in the controller
program. The advantage of importing these structure definitions is for using them when building report templates and
leveraging the context of the data within the structures as a single entity. Refer to the VantagePoint Help for additional
information.
If you choose to import the FactoryTalk Live Data as simple data items you will be able to create your own Trends,
Dashboards and other reports against these items in VantagePoint. These "simple" items are not associated with any
Type structures in VantagePoint but still can be referenced as data elements in custom built reports.

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 VantagePoint makes it relatively easy to import simple tags
from Logix controllers and other data servers. These items are
brought into the VantagePoint Model with a flat structure.

The first step is to browse the FT Directory for the device items
you want to import. Move the selected item to the right pane
and determine whether sub-folders should be included.
In this example we have selected to import simple items
associated with a Counter and a Timer.

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 You can specify a filtering condition to limit what is imported.
Click ‘Finish’ to complete the import wizard.

You have now successfully configured your VantagePoint

System to provide data from a Logix Controller. You can find
the items that you imported into VantagePoint under the
MyEnterprise|FactoryTalk folder.
This view of the VantagePoint Model is available from each of
the Applications. Notice the simple data items that were
imported with CIPCounter[0].

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Using VantagePoint
After the VantagePoint Server has been installed and the FactoryTalk Activation process completed, everything can be
done from a remote client. VantagePoint has been designed so that all of the administration tasks including connector
configuration and building your model can be done from a remote client. You no longer need to work on the computer
that is running the VantagePoint Server.
Casual users will be able to begin by browsing to the Portal. From the Portal they will be able to view any reports, trends,
dashboards, etc. that have been saved to the model. They can start using the applications Trend and XY Plotter by
starting them from the Portal (through links on the Homepage or from the menu items) and using them for ad hoc
analysis of the data that VantagePoint exposes.

Installing Client Applications

Administrators and users creating content that will be shared through the Portal will want perform a client installation on
the computer that they will be accessing the VantagePoint Server from. The client install is initiated from the Portal
menu (Tools | Install Excel Add-in).
The client install is required to use the Excel Add-in on your computer. The install also:
• Installs the Excel Office Add-in;
• Establishes a ‘Full Trust’ between the client computer and the VantagePoint Server (this is required to use
Manager to perform certain administration functions remotely); and
• Adds Start Menu items for each of the VantagePoint Applications.
Depending on your network configuration you may also experience improved performance of the VantagePoint
applications if the client install has been completed.

Portal
The Portal is where users can go to see what is in their VantagePoint System. Users can browse to the portal via the
address: http://YourServerName/VantagePointPortal. The Portal has preconfigured reports generated by the analytic
tools; Trend and XY Plotter, as well as preconfigured reports and dashboards.

This is the default Portal Homepage. It can be easily modified

through a rich text editor that is built into the Portal. If you
have Portal Administrative rights there will be a link to modify
the Homepage.

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 You can browse the Portal content from the Reports menu.
Some sample content based on the built-in simulator is
included. There are also components that can be used to
build your own reports in the Report Library folder.

The data displayed in a report can be modified through the

Parameters Tab.

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Trend
Trend is a client application that runs in an Internet Browser and allows you to query data and plot them on a graphical
display. Trend relies on the VantagePoint Server to present data from multiple sources in an orderly fashion, allowing you
to navigate to specific data, and then plot that data.
Key features include:
• Data can be trended over an historical period of time, a pre-set period of time, or in real time.
• Can display and compare multiple tags concurrently independent of the data source of the tags.
• Can be saved as time-periods, or batches, and used to compare trends over different time periods.
Once you have selected a tag, or multiple tags, you can manipulate the data in a graph in a variety of ways, including
panning, zooming, and scaling. Trends that are configured can be published to the VantagePoint Model and available to
other users through the Portal.

Trend can be used as a desktop application and will

‘download on demand’ from the VantagePoint Server. After
trends have been configured they are ‘Published’ to the
Model. The trends can be re-opened in Trend or used via
Portal.

After a Trend has been published to the Model, users can

access the Trend through the Portal.

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XY Plotter
XY Plotter is a client application that can run in an Internet Browser and displays the relationship between two items
selected from the model. It supports analyzing data from multiple ‘tag pairs’ over multiple time periods.
Key features include:
• Users can easily identify the boundaries that define “normal” or optimal conditions for a trace, by employing
user-defined shapes.
• Determine if a Tag Pair is outside of a defined boundary.

XY Plots that are configured can be published to the VantagePoint Model and available to other users through the Portal.

XY Plotter can be used as a desktop application and will

‘download on demand’ from the VantagePoint Server. After
plots have been configured they are ‘Published’ to the Model.
The published plots can be re-opened in XY Plotter or used via
the Portal.

After a plot has been published to the Model, users can access
it through the Portal.

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Excel
The Office Excel Office Add-In is the tool that end users will want to use to fully exploit the power of VantagePoint. Users
can:

• Create powerful reports that use data from anything in the VantagePoint Model.
• Build content for the VantagePoint Portal available to anyone in your organization with access to a browser
When working on a client machine it is necessary to install the Excel Office Add-in. This can be done from a menu item
on the VantagePoint Portal.

The Excel Office Add-in requires installation on the client

computer. The install can be launched via the Portal. A new
menu item will be added to your instance of Excel under the
menu item ‘Add-Ins’.

The Excel Office Add-in provides a series of wizards for adding

any of the data that is available from the VantagePoint Model
into Excel.
Reports and analysis created in Excel can be Published to the
VantagePoint Model. These reports are available to other
users through the Portal.

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 This is the same report shown above being viewed from the
Portal. From the Portal, a user can open and update the
report without needing anything more than a browser.
Depending on how the report is created in Excel, Parameters
can be created allowing the same report to be used to analyze
data for a different time period, piece of equipment, process
variable, etc.

Dashboard Builder
The VantagePoint Dashboard Builder adds a rich visualization on top of the reports and analysis that can be created with
Excel. VantagePoint uses Xcelsius Engage 2008 for creating dashboards. You will need to install Xcelsius if you want to
create new dashboards and add them to your VantagePoint System. Once the dashboards have been created, they are
available for anyone to use through the Portal. VantagePoint includes a library of pre-built dashboards.
Dashboard Builder is purchased as an optional component of a VantagePoint System and has a separate installation
program. When you purchase Dashboard Builder you will be provided with an installation code (it does not use
FactoryTalk Activation). You may try the Dashboard Builder using the following 30-day trial installation code:
CR51K-8V5W2V7-0M0MPU3-X277

Note:

• Dashboard Builder requires a version of Microsoft Excel that supports XML Maps. Versions of Microsoft Excel that
support XML Maps include MS Office Professional 2003, 2007 and MS Office Enterprise 2007.

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 Dashboard Builder allows rich visualization to be added to
the data that is available from VantagePoint. When creating
a dashboard, data is first brought into Excel and manipulated
as required. A library of controls is available to display the
data. Excel is used from with Xcelsius and requires that the
Office Excel Add-In has been installed.

After dashboards have been created in Dashboard Builder,

they are available for anyone to use through the Portal.
Generic dashboards can be created utilizing the Model.

Manager
VantagePoint Manager is the tool used to configure and manage a VantagePoint Server. The targeted audiences of this
application are people who will develop and maintain the VantagePoint Model, the VantagePoint Server, and associated
services such as Security Management.

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Next Steps
This guide has given you a quick introduction to the basic VantagePoint functionality. Use the online help for more
information about:
• Trend

• XY Plotter
• Excel Office Add-in

• Portal Customization

• Using the Type Builder

• Building Your Model

• Managing Security

Upgrading to FactoryTalk VantagePoint EMI

VantagePoint has been designed so that you will be able to upgrade your system to VantagePoint EMI allowing you to
expand your model and analysis capabilities. Some of the capabilities that VantagePoint EMI will add to your system
include:
• Ability to access data from databases including Oracle, MS SQL Server and data that can be accessed through
OLEDB and ODBC.
• Unlimited tag creation
• Advanced Security
• Advanced Portal capabilities

Visit www.incuity.com for more information.

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 System Machine Configuration Recommendations
The VantagePoint product requires version 2.0 of .Net and only supports installation onto 32 bit operating systems.

System Server

Software MS Windows Server 2003

MS SQL Server 2005
MS Office 2007
Internet Explorer v7 or 8
IIS v6
.Net 2.0 (included with install)
ASP.Net 2.0 AJAX Extensions 1.0 (included in install)
Note:
MS Windows XP and Office 2003 are suitable for demonstration purposes only and are not
supported on production systems.
Hardware 2.5 GHz
2 GB Hard Drive Space
2048 MB RAM
Full Client

Software Windows Vista, XP , or 2003 Server

MS Office Windows 2007 or 2003
-For Dashboard development: Office 2007 or Office 2003 Professional Edition
Internet Explorer v6, 7 or 8
.Net 2.0 Framework
Xcelsius 2008 (for Dashboard development)
Adobe Flash Player (for Dashboard viewing)
Hardware 1.5 GHz
100 MB Hard Drive Space
512 MB RAM
Browser Client

Software .Net 2.0

Internet Explorer v6, 7 or 8
Adobe Flash Player (for Dashboard viewing)

Copyright 2009 © Incuity Software, a Division of Rockwell Automation, Inc. All Rights Reserved.This program is protected by U.S. and International
copyright laws as described in the about box.

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