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FactoryTalk AssetCentre Basic Configuration Lab

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100% found this document useful (2 votes)
744 views

FactoryTalk AssetCentre Basic Configuration Lab

Uploaded by

Steve
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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FactoryTalk AssetCentre Basic

Configuration

c
Important User Information
This documentation, whether, illustrative, printed, “online” or electronic (hereinafter “Documentation”) is intended for use only as
a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
should only be used as a learning tool by qualified professionals.

The variety of uses for the hardware, software and firmware (hereinafter “Products”) described in this Documentation, mandates
that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been
taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable
laws, regulations, codes and standards in addition to any applicable technical documents.

In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter “Rockwell Automation”) be
responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in
this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the
alleged use of, or reliance on, this Documentation.

No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software
described in the Documentation.

Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:
• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation
or third-party provided instructions, warnings, recommendations and documentation;
• ensuring that only properly trained personnel use, operate and maintain the Products at all times;
• staying informed of all Product updates and alerts and implementing all updates and fixes; and
• all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is
prohibited.

Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstances


that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
• identify a hazard
• avoid a hazard
• recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
FactoryTalk AssetCentre Basic Configuration

Contents
Before you begin .............................................................................................................................................. 4
About this lab ..........................................................................................................................................................................................4
Lab Background .....................................................................................................................................................................................6
FactoryTalk AssetCentre Server Background ........................................................................................................................................7

Introduction to FactoryTalk AssetCentre: Operate ......................................................................................... 8


Launching FactoryTalk AssetCentre ......................................................................................................................................................8
Check out a Master File from Archive ..................................................................................................................................................10
Recovering from a Disaster ..................................................................................................................................................................14
Archive (Change Control) .....................................................................................................................................................................17
Logs ......................................................................................................................................................................................................24
Searches...............................................................................................................................................................................................30
Schedules .............................................................................................................................................................................................36
Check In Studio 5000 Logix Designer File (housekeeping) .................................................................................................................43
Explore Web Client ...............................................................................................................................................................................46

Introduction to FactoryTalk AssetCentre: Design ......................................................................................... 51


Configure an Audit Log Search ............................................................................................................................................................51
FactoryTalk View SE Audits .................................................................................................................................................................66
Configure a New ControlLogix Device for Disaster Recovery ............................................................................................................. 71

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Before you begin

About this lab


Welcome to the Hands-On Lab for FactoryTalk® AssetCentre. This lab has two main sections: Operate and Design.
The Operate section provides you with an opportunity to explore pre-configured FactoryTalk AssetCentre core and extended
features. Core features include version control for factory floor assets like ControlLogix®, PLC5®, and SLC™ 500 controllers, as
well as PanelView™ Plus terminals, drives, etc. Extended features include Disaster Recovery for these devices. The Design
section walks through the configuration of scheduled reports, as well as the configuration of a brand-new asset and its Disaster
Recovery properties.

Software
This Hands-On Lab uses the following software:
 Microsoft Windows Server 2016 Standard
 FactoryTalk AssetCentre v9.00
 Studio 5000 Logix Designer® v21.03 and v32.00
 RSLogix™ Emulate 5000 v21.03
 MSSQL 2016

Lab files
This Hands-On Lab uses the following files:
 Contents of C:\Lab Files\

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Classroom Setup
This lab is conducted using one VMware Workstation virtual machine running on each PC in the classroom. VMware Workstation
is virtual machine software that allows you to emulate one or more PCs on your ‘host’ PC.

Virtual Machines and lab domains


The virtual machine is setup as follows:

Machine description Machine name Operating system

FactoryTalk AssetCentre System FTAC-DEMO19 Windows Server 2016 Standard

FactoryTalk AssetCentre does not require a domain; this lab is conducted in a Windows workgroup named WORKGROUP.

Users and Passwords


The following are the logins and passwords for the Windows users that may be used in this lab:

Login Password Full user name Group / user type

administrator rockwell System Administrator Windows Administrator


FactoryTalk Administrators

labuser rockwell System Administrator Windows Administrator


FactoryTalk Administrators

FactoryTalk Security’s single sign-on feature has been enabled as part of this lab. This means that FactoryTalk Security will
automatically use your operating system login to authenticate your security rights in FactoryTalk AssetCentre. Should you need
to manually log into FactoryTalk AssetCentre, we will use the same log-in credentials (see above).

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Lab Background
In this lab you will be acting as a control system engineer in a process plant. The FactoryTalk AssetCentre components are
already installed and running. You are responsible for maintaining this system in your plant.
The process production area consists of a tank farm of raw materials from receiving, batch tanks, and holding tanks as shown
below:
Receiving

Tank Farm

V 100 V 200 V 300

LT 100 LT 200 LT 300

TK 100 TK 200 TK 300

PT 100

TT 100 TT 200 TT 300

V 101 V 201 V 301 FT 100

P 100

V 500
B atch Tanks V 600
M anual Add
W T 100

AT 500 AT 600

LT 500 LT 600

BTK500 BTK600

TT 500 TT 600

V 501 V 601

H olding Tanks P600

V 800 V 900

LT 800 LT 900

HTK800 HTK900

V 801 V 902

To P ackaging

The packaging area consists of a washer and filler, each of which have a dedicated ControlLogix processor.

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FactoryTalk AssetCentre Server Background
FactoryTalk AssetCentre provides you with a
centralized tool for securing, managing, versioning,
tracking and reporting automation related asset
information across your entire enterprise. And perhaps
more importantly, it can do this automatically, with
limited additional management oversight or work from
employees.
FactoryTalk AssetCentre can impact uptime,
productivity, quality, employee safety or regulatory
compliance. Whatever your area of concern,
FactoryTalk AssetCentre and its flexible, scalable
solution can help you and your organization meet your
asset uptime goals.
With FactoryTalk AssetCentre, you can:
 Secure access to the system
 Track detailed users’ actions
 Manage historical versioning of any electronic file
 Provide automatic backup and compare operations on supported devices
 Configure process instrumentation
 Manage instrumentation calibration schedules and certificates
FactoryTalk AssetCentre has an evolving set of add-on capabilities that allow you to optimize and leverage your factory
automation and process device investments. These optional capabilities expand upon the robust central features already found
in the FactoryTalk AssetCentre server and allow you the ability to extend the value of the system as needs change within your
manufacturing environment.

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Introduction to FactoryTalk AssetCentre: Operate

This section of the lab will highlight the basic functionality of a configured FactoryTalk AssetCentre system.

Launching FactoryTalk AssetCentre


In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. From the Start menu navigate to Rockwell Software  AssetCentre Client. You can also double-click the
FactoryTalk AssetCentre Client icon on the desktop:

After a few seconds, you should see a software interface that looks similar to this:

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FactoryTalk AssetCentre Interface Walk-through
This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, as well as manage assets on
the plant floor.

This toolbar is used to start


FactoryTalk AssetCentre capabilities.
Assets – Opens the asset view
Agent Groups – Opens the Agent
Group management and configuration
function
Archive – Opens the source control
function
This is the Asset View. It Assets Lifecycle – Opens the Assets
This is the Workspace Pane.
contains the asset tree, a free- Lifecycle view
FactoryTalk AssetCentre
form plant model created by the Calibration – Opens the Calibration
capabilities are opened here
system administrator that management functions
for user interaction.
represents the organization of a DTM View – Opens the DTM Home
plant and the physical control Page; functions such as Upload,
assets located in the plant. Users Download, Online, etc. are available on
interact with the asset tree to this page
check in and out asset Logs – Opens the log viewer which
configurations, view audit logs, allows users to review the content of
and manage disaster recovery. the event, audit, and diagnostics logs
Schedules – Opens the schedule
management and configuration
function
Searches – Opens the search
management and configuration
function
- Opens the selected asset’s
property grid
- Opens the application help

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Check out a Master File from Archive
The objective of this section will be to open a configuration file from the archive for use with its asset. Since all configuration files
are stored in the FactoryTalk AssetCentre archive, it will be checked out of the archive, and placed on the hard drive of the client
computer.

1. Navigate to the necessary file by using the Find button.

2. Enter Filler_CLX.ACD and click Find All.

3. The Find window will display the Filler_CLX.ACD asset. Double-click on it and notice that the asset tree
automatically navigates to it.

4. Close the Find window.

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5. Click the Archive button in the AssetCentre toolbar to open the AssetCentre source control module.
It should open and show information about the Filler CLX.ACD file:

This is the Archive plug-in toolbar. The buttons perform the following tasks:
Writes the selected file or folder to the local working folder with read/write
access and locks the selection to prevent multiple users editing
Reads the local working folder and updates the source control repository
creating new versions as needed
Returns the selection to an un-checked out state and unlocks the selection
Writes the selected file or folder to the local working folder with read-only
access
Creates a logical reference to a versioned set of selected files or folders
Removes a logical reference to a versioned set of files or folders

This is the Archive plug-in interface when a file asset is selected in the plant model.

Filters the version history view:


Indicates which plant Version-related activities – displays
model asset is selected. activities that resulted in a new version being
Provides a hot-link to created
retrieve the selected field All activities – displays all activities
and launch the associated regardless of whether or not they generated
editor. a new version

History tab – Displays


the version history for
the selected plant
model file asset
Get Version – Writes the
Labels tab – Displays selected historic version to the
any labels associated local working folder with read-
with the selected plant only access
model asset
Pin Version – Sets the selected
In this instance, it is historic version as the master
displaying the version version for the selected asset
history for the
selected plant model Promote – Creates a new
file asset. version from the selected historic
version

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6. Right-click the Filler_CLX.ACD file and select Open to check out and open the file in Studio 5000 Logix
Designer.

TIP: You can also perform an Open operation by clicking on the Filler_CLX.ACD file icon in the Archive view.

7. A list of options is displayed. Click Check Out to check the file out for editing and open it in Studio 5000 Logix
Designer.

8. The Check Out dialog is displayed. Click OK to check it out to the default working folder on your machine.

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9. The file is checked out to the C:\Studio 5000\Projects folder. The State field on the Archive tab should display
this information for you. Additionally on the Archive tab, a check mark should appear next to the file’s icon
indicating that the file is currently checked out:

Studio 5000 Logix Designer is launched with the Filler_CLX.ACD file open.

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Recovering from a Disaster
FactoryTalk AssetCentre source control leverages the centralized database and provides automatic version control. This
provides proper file management and single master relationships.
Any electronic file can be put under source control — Studio 5000 Logix Designer (.acd), Microsoft files (.doc, .xls, .ppt, etc.)
Computer Aided Design (CAD) files (.dwg), and others.
Supported source control functions include:
 Check Out: Writes the selected file or folder to a local working folder with read-write access and locks the selection to prevent
multiple-user editing.
 Check In: Reads the local working folder and updates the source control repository, creating new versions as needed.
 Get: Writes the selected file or folder to the local working folder with read-only access.
Note: A Get can retrieve the latest or any historical version that is in the archive.
 Undo Check Out: Returns the selection to an unchecked out state and unlocks the selections.
In the previous section of the lab, you interacted with the FactoryTalk AssetCentre Archive system to do a Check Out operation
on the latest Filler CLX Master file. You will now download the master file to restore a controller that failed due to an electrical
storm last night.

Download Master File


Now that the source .ACD file has been checked out of FactoryTalk AssetCentre, it is possible to use it to program the
ControlLogix processor. In this section you will go online and download the project to the controller.

1. In Studio 5000 Logix Designer, click Communications from the file menu, and select Download.

2. Click Download again.

3. Once Download is complete, click Yes to put the controller back into Run mode.

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Undo Check Out Master File
Now that the Master file (project) has been downloaded to the Filler CLX, the Checked-out file needs to be addressed by either a
Check In or an Undo Check Out.
If you’re sure no changes have been made, then you can select Undo Check Out. This option will cancel the checked-out status
of the file and will not create a new version in FactoryTalk AssetCentre. It will allow the file to be checked out again by other
users. It’s important to note that FactoryTalk Security can be used to restrict users from performing an Undo Check Out, thereby
forcing a check in for all checked-out files.
If there has been a change, you should perform a Check In. This option will create a new version entry in FactoryTalk
AssetCentre. It will also allow the file to be checked out again by other users.
For our lab file, we know there were no changes. Therefore we’ll perform an Undo Check Out and remove the local copy.

1. Close Studio 5000 Logix Designer. Since we want to perform an Undo Check Out click Cancel to the check in
dialog.

Note: FactoryTalk AssetCentre prompts for an automatic check in because we used the Open command,
which automatically checked out and opened the file in the application. The Open command also wants to
automatically check in the file when we exit the application. If we had performed a Check out vs. an Open we
would not be getting this prompt.

2. Click the Undo Check Out button to undo the checked-out file.

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3. Enter a comment like “File checked out for download purposes only” in the Comment field and click OK.

Note: The Delete the local copy option is selected. This allows source control to remove the copy of the file
on disk when Undo Check Out is performed. This ensures there is only one ‘living’ copy, which is managed by
source control.

4. To view all activities associated with the file, click the All Activities radio button. This will display your recent
actions of check out and the undo check out along with the comment you entered.

Note: Checking the file out of FactoryTalk AssetCentre moves the file from the AssetCentre database to the
local hard drive of the client computer.

5. Change the filter back to Version-related activities before moving on.

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Archive (Change Control)
In this portion of the lab you will discover a different way to perform a Check Out on an archived file. Instead of using the
AssetCentre Client, all activity will be performed within Logix Designer. After checking out the file, you will go online with the
controller to make a change. Lastly you will perform a Check In.

Check Out Master File via Studio 5000 Logix Designer


To begin working with an archived file, we’ll need to get access to it from the FactoryTalk AssetCentre archive. FactoryTalk
AssetCentre Check In, Check Out, and Get functions are integrated into Studio 5000 Logix Designer and RSLogix 5000® V17
and higher. This means we can gain access to the file directly from within Studio 5000 Logix Designer without using the
FactoryTalk AssetCentre Client.

1. Launch Studio 5000 Logix Designer from the desktop:

2. In Studio 5000 Logix Designer, click the File menu and select Open.

3. With the Open/Import Project dialog click the Source Control option located on the left.

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4. Select the Washer_CLX.ACD file and, click the Get button. This will open the Check Out dialog; from here you
can enter a file check out comment and specify if you want to retrieve a local copy and where to retrieve it to.

Note: Because the Check out box is checked, the file will be checked out of the AssetCentre archive
despite the button being labeled Get.
It is also possible to perform a Get instead of a full check out. To perform a Get, uncheck the Check out box.
A Get will acquire a read-only copy of the file without performing a check out (and thereby locking the file.)

5. In the Check Out dialog box you can enter a file check out comment, specify if you want to retrieve a local copy,
and where to place the local copy.

6. In the Comments field, enter ‘The lab told me to enter this.’

Note: The “To” path defaults to the Working Directory setting configured in FactoryTalk AssetCentre.

7. Click OK to retrieve the file from FactoryTalk AssetCentre and open it with Studio 5000 Logix Designer. This
might take a few seconds.

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Verify the file is checked-out in FactoryTalk AssetCentre

1. Switch back to FactoryTalk AssetCentre. In the asset tree, navigate to AssetCentre  Files 
Studio 5000  Projects. Make sure that Projects is selected.

2. Within the Archive tab, you can view the following information:
 The file is checked out to the C:\Studio 5000\Projects folder.
 A check mark is displayed next to the Washer_CLX.ACD file, indicating that it is currently checked out.

Remember that interacting with the FactoryTalk AssetCentre Client is not necessary at this point. We’re only
confirming that Studio 5000 Logix Designer not only acquired a version of the file, but also communicated this
check out with the FactoryTalk AssetCentre Client, even though we never directly interacted with the Client itself.

3. Switch back to Studio 5000 Logix Designer. Note that the program file shows that is checked out via the icon in
the Studio 5000 Logix Designer project tree.

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Make Online Changes
In this section you will go online with the controller and make a simple change. You will then review your changes via RSLogix
Compare and via Factory Talk AssetCentre Audits.

1. In Studio 5000 Logix Designer, click the Controller Status drop down selector and select Go Online.

2. Click the Download button to the Studio 5000 Logix Designer message, and then Download again.

Note: Since we are using a soft controller, every time the computer reboots you will need to either upload or
download to the controller. In our case we have chosen to Download. This is not normal behavior with a
Hardware version of ControlLogix if the offline program matches the online program.

3. Once Download is complete, click Yes to put the controller back into Run mode.

4. Navigate to Tasks  Main Task  MainProgram and double-click MainRoutine.

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5. The view editor will open:

6. Click on the Preset value 5000 and change it to 1001.

The above change was audited and captured in AssetCentre. We will review the audits in the next section.

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7. Next, we will delete Rung 1 to show changes in a Studio 5000 Logix Designer compare. Right-click Rung 1 and
select Delete Rung. ‘d’s will apear next to the rung.

8. Click the Finalize Edits button to commit the change.

9. Click Yes to the Studio 5000 Logix Designer message box.

10. Double Click on Controller Tags from the Controller Organizer.

11. Click the Edit Tags tab at the bottom of the window

12. Select the entire row of the myCoil tag. Right-click on the highlighted row and select Delete.

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13. Click the save button in Studio 5000 Logix Designer.

14. Click Yes to acknowledge the Studio 5000 Logix Designer message.

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Logs
In this section you will look at FactoryTalk AssetCentre logs to see what kinds of messages are logged. Using the FactoryTalk
AssetCentre Log Viewer, you can review and search entries in three different logs:
Event Log – This log captures system events. Examples of system events include when a schedule initiates execution, a
schedule completes execution, or a scheduled search executes.
Diagnostic and Health Log – This log captures information published ONLY by the RSMACC Network Health product.
RSMACC Network Health monitors DeviceNet®, ControlNet®, and Ethernet/IP™ networks by listening for diagnostic messages
sent by the control devices. When a message is received, the system looks up the diagnostic code and determines possible root
cause and corrective action steps. It then publishes this information to the Diagnostic and Health Log.
Audit Log – This log captures user actions taken within a software product that supports audit logging. Rockwell Automation
software products that generate audit messages include RSLogix 5, RSLogix 500®, RSLogix 5000 / Studio 5000 Logix Designer,
FactoryTalk View SE/ME and FactoryTalk AssetCentre.
What exactly is an “audit”?
An audit is an action generated by human interaction with the control system or control system software. Audits record actions
resulting in a change to the control system and specify Who performed an explicit operation on a specific resource from a
particular location and when the operation occurred.
An audit log entry is generated for any user operation that creates, modifies, or deletes an electronic record (i.e. device
configuration, tag value, alarm, recipe parameter, etc.) in the control system.
Captured audit messages include:
 Data value changes (time, tag, instructors, etc.)
 Create, delete or change rungs
 Create, delete or change tags
 User log-in/out
Rockwell Automation applications that produce audit messages include:
 RSLogix5, RSLogix500 and RSLogix 5000 / Studio 5000 Logix Designer
 PanelView Plus
 FactoryTalk View Site Edition
 FactoryTalk AssetCentre
 And more . . .
RSLogix 5000 / Studio 5000 Logix Designer itself produces over 150 audit messages!

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The following information is recorded in each audit log entry:
 Logged date and time – the date and time the entry is added to the database
 Performed date and time – the date and time the operation was performed
 Resource – the device name (typically a computer) where the operation was performed
 Username – information documenting the user (typically the user’s FactoryTalk Security ID)
 Location – the name of the resource the user was modifying. This might be a PLC name, project file, or workstation name
depending on the operation being performed
 Message – a textual entry describing the operation performed. Depending on the action being recorded the description may
contain both the previous and new content of the specific item being modified. For example, when a tag value is changed in
Studio 5000 Logix Designer, both the old value and new value are contained in the message.

Start the Logs plug-in

1. In the AssetCentre client, to view Logs, click the Logs button. The Logs view will open in the
workspace pane.

This is the Log Viewer toolbar. The buttons perform the following tasks:
Shows the user the content of the Event log
Shows the user the content of the Audit log
Shows the user the content of the Diagnostics and Health log
Shows the results of a Quick Search
Opens the Quick Search dialog box
Refreshes the current view, updating the view with the most
current log entries from the currently displayed log
Prints the current log view

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The Log Viewer interface can be manipulated to find relevant information.
This pane shows
These are the column headings for the currently the current log
displayed log. You can click on the column entries for the
heading to sort the information by the selected selected log view:
column. The logs are shown sorted by Occurred Event, Audit, or
Time by default. Diagnostic and
Health.

These are filtering fields. This allows


you to quickly focus the log entries
being displayed to those that are of
interest to you at the time.

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Audit Log View
Let’s investigate how FactoryTalk AssetCentre tracked the changes that were just made to the ControlLogix program.

1. By default, the log viewer displays the Event log. Click the Audit Log button to view the Audit log.

2. Spend a few minutes reviewing some of the Audit log entries. You should be able to find the audit messages the
system automatically generated as you modified the ControlLogix Washer_CLX program.

3. To read the details for any audit entry:

a. Select the message in the upper pane

b. Read the entry details in the bottom pane.

a) Select an entry
in this pane

b) Read the entry


details in this pane

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Using Filters
Let’s view the audit messages from Studio 5000 Logix Designer that pertain to the controller named Washer_CLX in which you
made some changes.

1. Click in the filter row of the Resource column. Click the drop-down button and scroll down to select
Washer_CLX.

The view will automatically update to show only those messages where the Resource equals “Washer_CLX”.

2. Let’s apply a second filter to the view. Click the filter button in the Message column and select Contains.

3. With the “Contains” filter type set, type myTimer in the filter area, noticing that as you type the view is
dynamically updating!

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4. Select the “Changed Data Value of Tag [ \myTimer.Pre ] from” row. Notice the previous timer value change
has been audited and you can see the old timer value and the new timer value.

5. To clear any previous filter for a particular column, click the Clear button on that column heading, or you can
clear all filters by clicking the Clear button on the far-left side of the view. Clear all filters by clicking this button.

In the next section of the lab, we will view a predefined report, predefined reports are Searches.

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Searches
The Searches functionality allows scheduled and on demand searches which can include traceability information from Audit,
Events or Source Control. Scheduled reports can be e-mailed to a specific e-mail distribution list, or if run on demand (manually),
can be printed or saved as an electronic file format of Microsoft® Excel, Microsoft Word, Crystal Reports, Adobe Acrobat, or Rich
Text Format.
Easily create searches for:
 Weekly programming change reports for any Allen-Bradley® controller
 Daily operator inputs from PanelView Plus (Ethernet) terminals
 Change history report for any electronic file
 and more . . .
In this section of the lab you will learn about FactoryTalk AssetCentre’s searching capability. FactoryTalk AssetCentre has two
types of searches: scheduled and unscheduled.
 Scheduled searches are used for executing a search on a recurring basis. This kind of search is good for detecting specific
conditions or user behaviors within the log data. For instance, you can create a scheduled search to detect un-safe
programming practices among your maintenance staff by searching the audit log for empty branches or forces made at the
end of each shift.
 Unscheduled searches are used for ad hoc purposes like searching the audit log to determine if anyone has made a change
in a control system that was working fine a few hours ago, but now is down and preventing production.
In this section we will be using a search to view our Studio 5000 Logix Designer changes found in the audit log.

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Start the Search plug-in

1. Switch back to the FactoryTalk AssetCentre Client, if it doesn’t already have focus.

2. To start the Search plug-in, click the Searches toolbar button. It should open and show a few
searches that have already been configured in the system.

Use the Source & Display tab to configure which


information to show and its presentation. The toolbar
allows you to
Move the selected column one position
to the left
Move the selected column one position
to the right This is a table of
searches that exist in
Show all columns your FactoryTalk
Hide all columns AssetCentre system.
You can quickly and
easily sort and filter
the search es using
the column headings
and filter cells.

Display the search


Determine how many results as a table or
records to show in as individual records Use this pane to configure
the search results searches. The different
tabs allow you to alter
different aspects of the
These rows allow you to configure display options selected search.
for the search results
Show – include the selected column
Sort – the selected column can be sorted in
ascending or descending order or left unsorted
Width – when the Tabular style is selected, the
width of the selected column (in percentage of the
page width) can be set

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The Conditions tab is used to create the search
conditions to extract the desired information from the
system databases.
Create a new search condition
Modify the selected search condition
Use the Preview tab to evaluate Delete the selected search condition
whether your search will return the
desired information in the correct Start or end a group of conditions
format. Join conditions

Use the Scheduled Search Operation Move the selected condition higher in
tab when configuring an email the evaluation order
distribution list for a scheduled search. Move the selected condition lower in
the evaluation order

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View the report

1. Select the View Today’s Studio 5000 Logix Designer Changes search.

2. Click on the Run Now button in the Search toolbar to manually start the search.
You will notice that a new tab has appeared in the Workspace pane. This tab contains the results of your search.

From here you can print or save to a file.

3. Navigate through the report to page 3 (using ) to find your myTimer change of
5000 to 1001.

Note: The report page could differ if any other tasks were performed outside of the lab steps.

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4. Next, navigate through the report to find our myCoil deletion changes. Remember, we deleted a rung and
deleted the myCoil Tag itself. The Rung Delete should be on Page 3, and the Tag Delete should be on Page 4.
Rung Delete

Tag Delete

5. Close the report view by clicking on the Close button.

6. With the Searches view now being displayed, select the View Checked out Studio 5000 Logix Designer Files
search.

7. Click on the Run Now button in the Search toolbar to manually start the search.

Remember, we never checked in the Washer program and therefore it’s being reported.

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Note that this report is shown in the ‘Tabular Style’ versus the ‘Card style’ of the first report.

Close the report view by clicking on the Close button.

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Schedules
In this section you will manually run an existing Weekly disaster recovery schedule for the Washer CLX. This schedule will not
only back up the contents of the controller, it will also report any differences between the current controller content and the
master file version identified in the source control database.

Start Scheduling plug-in

1. To start the Scheduling plug-in, click the Schedules button. The Scheduling plug-in will open in
the workspace pane.

2. From the bottom pane, select View by Asset Type to show all assets by device.

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3. The view should now look similar to this:

This is the Scheduling toolbar. From here you can create and
manage your schedules.
Create a new schedule
Delete a schedule
Modify the selected schedule’s properties
Execute a schedule immediately
Stop a schedule’s execution

This is the Schedule plug-in interface when viewing the schedules by asset type

This is a list of the assets This is a table of schedules


that the schedule will that exist in your FactoryTalk
operate on. Using the This is the property sheet for the asset AssetCentre system. You
checkboxes, you can selected in the left-hand pane. Using these can quickly and easily sort
quickly disable or enable properties, you can configure how the and filter the schedules using
an asset’s participation in a schedule operates on a particular asset. For the column headings and
schedule. example, you can configure compare options filter cells.
or select a specific configuration file version
using this property sheet.

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Execute the Schedule

1. To see the Timing Properties for this schedule, click the Timing Properties for the Weekly schedule and then
click .

2. The Timing properties are displayed but greyed out (not editable). Since the schedule is ‘Active’ (the active
check box in the schedules tab is checked), it cannot be edited.

Note: To edit the schedule, you must uncheck the Active property on the Schedules tab.

3. Click Close.

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4. Run the schedule manually by clicking the Run Now button in the Scheduling toolbar. The Status
column should update to show a Running state for the schedule you created.

Note: We have made a number of changes to the Washer CLX which will generate a differences report
when this schedule executes. When the schedule completes, the Status column will update to show the
Waiting to Run state if the schedule is enabled. This indicates that the schedule is ready to run at its next
scheduled time. You will be reviewing the results of the schedule during the next few minutes.

You can also watch the progress of the schedule in the Assets in Weekly window. The schedule will take a few
minutes to complete.

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Examine schedule results

1. When the schedule has completed, the status will show differences found:

2. Click the Logs button in the toolbar and select the Event Log. It may be necessary to scroll to see new
entries.

The bold font indicates new messages that have not yet been viewed since the event log viewer has been
open.

3. Let’s filter the list by selecting RA Disaster Recovery Agent from the Source field.

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4. Double-click the first Attachment Icon in the list. This will display the difference report created via the
schedule.

5. Click the View button.

Page through and review the Scheduled Event Report.

Left Content
(archive project):
This is the Right Content
AssetCentre (compare project):
database controller This is the controller
file. This is either the project that has been
master file or the uploaded for
latest version. comparison.

Note that the changes made to the controller while online have not yet been checked into the archive (the file
is still open in Studio 5000 Logix Designer). However, the compare report will show the changes because it is
run against the controller itself.

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6. Close the Chrome window.

7. Click the Close button to close the Attachments dialog in FactoryTalk AssetCentre.

8. Click the Clear button on the Source column heading.

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Check In Studio 5000 Logix Designer File (housekeeping)
We no longer need our Studio 5000 Logix Designer open so we can go ahead and check in our changes in FactoryTalk
AssetCentre archive.

1. Click the File menu option in Studio 5000 Logix Designer and go to Source Control and select Check In.

2. The Check In dialog box is displayed.

As of version 7.10, there is a setting available that requires users to include comments when checking in files
to FactoryTalk AssetCentre. This setting is typically configured by a system administrator from the
FactoryTalk Administration Console.

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3. Change the Local Copy option to Delete and enter a comment in the Comments field like “Changed a bunch
of stuff”.

4. Click OK.

5. Click Yes to the Studio 5000 Logix Designer prompt of “Upload tag values before saving project?” The file is
checked in to FactoryTalk AssetCentre source control and the Studio 5000 Logix Designer project exits.

6. Exit Studio 5000 Logix Designer

7. Switch back to FactoryTalk AssetCentre Archive tab.

8. Select the Projects folder and click on the Washer_CLX.ACD file in the asset tree.

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9. Note there is an additional version of the file, and the comment you entered is displayed with version:

The updated configuration file is now stored in the archive with an updated version number!

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Explore Web Client
The Web Client provides a read-only view of the AssetCentre system using an internet browser from a mobile device.
When walking through the plant, you notice one of the machines is displaying an error that you do not recognize. You suspect
that someone may have made changes to the code. Instead of leaving the plant floor, you decide to use a tablet on the plant
network to view some information on the system.

1. From Start menu select Google Chrome.

2. Enter the web address of the FactoryTalk AssetCentre Web Client:


http://FTAC-DEMO19/RockwellSoftware/AssetCentreWebClient

Note: The web address of any AssetCentre Web Client is http://<AssetCentre Server Computer
Name>/RockwellSoftware/AssetCentreWebClient

3. Login to the Web Client with the following credentials:


 User name: labuser
 Password: rockwell

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4. The Web Client webpage will be displayed:

The AssetCentre Web Client has six different read-only views:


 The Assets view provides a read-only view of the asset tree and archive history. The user has the ability to search for an
asset and view the archive history, which includes user actions such as check out, check in, undo check out, get, and
labels. In addition, the user can view schedules status if an asset is disaster recovery capable.
 The Schedules view allows the user to view disaster recovery schedule status, location, and last run time. In addition,
the user can manually run an existing task, but cannot edit or create a new task.

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 The Dashboards view provides a high level read-only view of the status of the AssetCentre system. The user can view
every asset capable of Disaster Recovery and its last run status. There are two views available for the dashboards:
o All assets view is displayed with gauges. The gauges provide a summary of the last disaster recovery
results. The user can click a gauge to view specific results under that category.
Category Description
Failure Number of assets that failed a Disaster Recovery task
Changes Number of assets with differences found after a Disaster Recovery task
Success Number of assets with no differences found after a Disaster Recovery task
No Data Number of assets that are not scheduled for a Disaster Recovery task

o Assets by type view is displayed in a list form where you can see all the assets by type and their results.
 The Logs view shows the Events, Audits, and Diagnostics & Health logs. Each view provides detailed log information
such as time, source, username, and message. In addition, the user can open attachments as pdf or text files from
within the Web Client.
 The Searches view allows the user to view scheduled search status, name, and last run time. In addition, the user can
manually run an existing search, but does not have the ability to edit or create a new search.
 The Agent Groups is a read-only view that shows the agent name and the group name associated with the agent as
well as the computer location.

5. In order to determine if a modification was made to your system, you want to view the Audit logs. Select Logs.

6. Select the Audit tab.

7. Expand the Audit message information for the AssetCentre/Files/Studio 5000/Projects/Washer_CLX.ACD


resource (it should be the fourth one from the top).

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8. The audit information for the Washer_CLX.ACD check in will be displayed.

We know what changes were made to the washer program (because we made them earlier in the lab).
However if we were actually on a plant floor looking at this, seeing a check in might support our idea that
someone has made changes to the code.

Note: The Web Client can be used to view Event and Audit information, including compare reports
associated with Disaster Recovery schedules!

9. To continue our investigation, lets search to see what changes have been made today. Click Searches from the
upper menu bar.

10. Notice the same search options are available from the client and can be executed as well. From the View
Today’s Studio 5000 Logix Designer Changes row, click Run Search.
Note: If the Run search button is not visible, click the arrow in the leftmost column to expand the row.

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11. The search results will be displayed right in the browser window! From here, you should be able to see that
changes were made to the controller. You can now inform line personnel what the problem is and return to your
AsetCentre Client to download the correct version of the program. When finished viewing click the Close button.

12. Log out after exploring the Web Client.

13. Close the Web Client.

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Introduction to FactoryTalk AssetCentre: Design

This section of the lab will focus on how to configure some of the critical functionality of FactoryTalk AssetCentre.

Configure an Audit Log Search


The FactoryTalk AssetCentre Audit & Event Logs can be queried for specific entries using the built-in search functionality.
Searches can be configured and run manually, or on a scheduled basis. Results of a scheduled search can be emailed in PDF
format.

Creating a Search
In this section, a search will be created to query historical Force information.

1. If the AssetCentre Client is not already, open, click the Start menu and navigate to Rockwell Software 
AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:

2. Click the Searches toolbar button.

3. Click the New button to create a new search.

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4. Perform the following steps:

a. Name the search Filler_CLX Forces.

b. Under Data Sources, select Audits.

c. Click Finished. This Search will be scheduled later in the lab.

5. The new schedule will automatically be highlighted.

Notice that it does not have a checkmark option in the Active column. This is because there is currently no
time schedule for the search, which means it cannot be scheduled to run.

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6. The lower half of the window is used to define the conditions upon which to search and how to display results.

Recall from previous sections of this lab the purpose of each of these tabs:
Source & Display: Define what columns of information will be displayed, how they’ll be sorted, what order
they will be shown in, and how wide the columns will be (if a tabular style is selected)
Conditions: Add/Remove the criteria that will be used to perform the search.
Preview: Test the search using the first 10 results to verify the defined conditions and formatting.
Scheduled Search Operation: Create email distribution lists and adjust time zone format

7. Change the Occurred Time’s sort order to Descending, which will show the most recent audits first.

8. From the Conditions tab, click the New Condition button.

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9. Perform the following steps:

a. Select Occurred Time as the Column.

b. Use Absolute date/time, which means that the search will run for a specific range each time

c. Click the Before radio button and enter June 1, 2015 as the date

d. Click OK.

10. The new condition has been added. It will return the first 100 rows of all audits before that date.

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11. Add another New Condition to further refine the search:

a. Select the Resource column.

b. Use the Contains operator, which will look for entries that exactly match the compare text.

c. Scroll through the Predefined Possible Values list and select Filler_CLX.

d. Click OK.

The search will now look for all audits from the Filler_CLX ControlLogix before June 1, 2015.

12. Add one more condition:

a. Select the Message column.

b. Enter Force in the To Compare With field.

c. Click OK.

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13. The three search conditions will now look for any audits concerning the Filler_CLX ControlLogix that contain a
Force message prior to June 1, 2015.

Notice that second and third search conditions are preceded by the word And. This means that all three
conditions must be met. The Not and Or buttons can be used to change how each condition should be
applied, and the parentheses buttons can be used to change order of operations.

14. Use the Preview tab to ensure that some results are returned.

15. With the Filler_CLX Forces search highlighted, use the Run Now button to see the actual report.

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16. The report will be displayed showing the Force Enable, Force On, Force Off, and Unforce of an input, and a
Force On of an output. Note that the report is using ‘Tabular Style’ for the formatting, which can be difficult to
read with longer entries. Close the report when finished.

17. From the bottom pane of the Searches tab, return to the Source & Display tab.

18. Select the Card Style radio button to change the report’s format and Save the report.

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19. Click the Run Now button again.

20. The report will be displayed in a different format, which is often easier to read.

Notice that the resource listed is Filler_CLX (S/N 7024440F). The search was configured to find any
resources containing Filler_CLX because the serial number changes each time a new Emulator module is
created. The exact serial number could be used for an actual ControlLogix module if desired.

21. Close the report when finished.

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Configure a Recurring Search
This section will use the search configured from the previous section and modify it to be used as part of a scheduled search that
will return results for an 8-hour span of time.

1. With the Filler_CLX Forces search still highlighted, navigate back to the Conditions tab.

2. Double-click the Occurred Time… condition.

3. Update the Condition Properties to search for information from the previous 8 hours:

a. Use Relative to date/time report is run.

b. Uncheck the Ignore time setting.

c. Use the After option.

d. Enter in 8 hours ago.

e. Click OK.

4. Save the search.

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5. Schedule the search to run every 8 hours. With the search highlighted, select the Timing Properties column
and click the button within that cell.

6. Configure the Timing Properties:

a. Select the Hourly option.

b. Every 8 hours.

c. Set the maximum runtime to 10 minutes, as the query should not take long to run.

d. Click OK.

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7. The search now has a checkbox available in the Active column, which enables/disables the schedule’s timing.
Check the Active checkbox now and note that the Status and Next Time columns update.

Note: Scheduled searches must be inactive prior to editing the timing properties. The search can still be run
manually with the Run Now button, but manually run searches will not email their results if an email list is
designated.

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Execute Search
Because the search is now configured to return any forces in the last eight hours, it will not find any results if run manually. This
section will create a force audit to confirm that the search is configured correctly.

1. Click the Run Now button. The search will not find any results from the past 8 hours.

2. Click OK to close the window.

3. In the Asset Tree, navigate to AssetCentre  Files  Studio 5000  Projects  Filler_CLX.ACD. Right-click
Filler_CLX.ACD and select Open.

4. Since this is just for testing purposes with no intent to change the program, click Get

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5. Select Get writable copy then click OK.

6. When the file opens, Go Online with the controller

7. If prompted, click Download, then Download again. Finally, click Yes to switch the controller back to Run Mode.

8. When the controller is online, click No Forces  I/O Forcing  Enable All I/O Forces

9. Click Yes to enable I/O Forces.

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10. Now that I/O Forces are enabled, the search will return an audit of the event. Return to the AssetCentre client
and manually run the search.

11. Note that the search now returns a report showing the single entry for the enabling of forces. Close the report
when finished reviewing.

12. Switch back to Logix Designer and click No Forces  I/O Forcing  Disable All I/O Forces

13. Click Yes to disable forces.

14. Close Logix Designer and select No to discard the changes.

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15. Back in the AssetCentre client, clicking Run Now will yield a report with both the enable and disable of forces.

16. Close the report when finished.

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FactoryTalk View SE Audits
FactoryTalk View SE provides several audit messages based on user interaction, such as the saving of a display and the writing
of a tag value. The following lab walks through viewing these native audits within FactoryTalk AssetCentre.

Note: While these default audits cover most needs, it may still be useful to customize messaging from the
View SE client, particularly actions that are not audited by default. This is outside the scope of this lab, but
can be done using VBA functions within FactoryTalk View SE.

Open FactoryTalk View SE Application


First, we will open a FactoryTalk View SE application so a test screen can be created.

1. Open FactoryTalk View Studio from the Start menu by navigating to FactoryTalk View Studio (Note that it is
NOT in the Rockwell Software folder).

2. Select View Site Edition (Local Station) and click Continue.

3. Select InstantFizz_SE and click Open.

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Create and Edit a New FactoryTalk View SE Display
In this section, a new FactoryTalk View SE display will be created. The display will contain a numeric display.

1. Once the application has finished loading, navigate to Graphics  Displays. Right-click on Displays and
select New.

2. Select a numeric input from the drawing tools. Click and drag to draw it out on the display.

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3. The numeric input’s properties will open. Click the Connections tab.

4. Click the Browse in the Tag column of the Value row.

5. Select FTAC_Audit_Test and click OK.

The numeric input is now configured to read/write to the FTAC_Audit_Test tag.

6. Click OK. You will see an outline of the numeric entry on your display.

7. Click the Save icon on the toolbar.

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8. Save your display with the name MyDisplay.

9. Click the Test Run button.

10. Click the numeric input and type 42 followed by Enter.

11. Return to the AssetCentre Client and open the Logs tab.

12. Click the Audit Log button to view the new audits.

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13. Select the various entries with a Source of FactoryTalk View…. Notice the message showing that the value of
FTAC_Audit_Test was changed.

Notice that the addition of a new display (MyDisplay) was also audited, but specific audits, such as what was
modified on the display, are not.

FactoryTalk View Site Edition and Machine Edition both provide native audits to FactoryTalk AssetCentre with no
need for custom creation. FactoryTalk View Studio edits and client tag writes are captured. Use custom auditing in
FactoryTalk View Site Edition if these native audits are not sufficient for your application.

14. Close FactoryTalk View Studio.

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Configure a New ControlLogix Device for Disaster Recovery
ControlLogix Disaster Recovery allows for the automated backup and comparison of program files running in ControlLogix
controllers. Once a ControlLogix device is configured as an asset in the FactoryTalk AssetCentre asset tree, it can be added to a
Disaster Recovery schedule. The results of the Disaster Recovery schedule are automatically added to the FactoryTalk
AssetCentre Event Log and can be configured to be emailed. This section of the lab will walk through how to add and configure a
new ControlLogix asset, configure it for Disaster Recovery, and execute a Disaster Recovery schedule against it.

Retrieve ACD File


Before creating the new asset, this section will walk through acquiring the ACD file from the FactoryTalk AssetCentre archive. In
a typical situation, the ACD file would not already exist within AssetCentre, but this lab is using an existing file for simplicity.

1. Navigate to AssetCentre  Files  Studio 5000  Projects and select Filler_CLX.ACD.

2. Select Filler_CLX.ACD and open the Archive tab.

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3. Select Version 16 then click the Get Version button.

4. Select Get writeable copy and Override working folders with path. Use the Browse button to select the
desktop. Click OK.

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5. On the desktop, double-click the ACD file to open it in Logix Designer.

6. Double-click Controller Tags.

7. Click on the Monitor Tags at the bottom of the display pane and change SP_Actual to 24.

8. Click Save and close Logix Designer.

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Create and Configure Logix 5000 Asset
In this section of the lab, a new asset will be configured to point to the same controller as the existing Filler_CLX asset. This will
not cause any problems within FactoryTalk AssetCentre but creating duplicate assets outside of testing purposes is not
worthwhile.

1. From the FactoryTalk AssetCentre client, click the Design button to enter design mode.

2. Browse to AssetCentre  Plant Layout  Packaging Area.

3. With Packaging Area selected, click the Add button.

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4. Select Generic Container and click OK.

Generic Containers are an organizational item that can contain any type of asset, including devices and files.

5. Name it Filler Line 2 and click OK.

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6. The new container will be added to the tree and automatically selected. Click the Add button again.

7. Select Logix5000 Controller and click OK.

8. Name it Filler2_CLX and then click in the Addressing Info box. Click the browse button that appears. It may
take several seconds for the next dialog box to appear.

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9. In the RSLinx® Classic RSWho window navigate to and select AB_VBP-1  02, RSLogix 5000 Emulator,
Filler_CLX. Click Select

Note: If a ControlLogix device can be browsed to using RSLinx Classic, it can be added to FactoryTalk
AssetCentre. RSLinx Classic is the communication software used to connect to Logix 5000 assets.

10. Notice that several read-only properties have been filled in automatically. Click the Configuration Data browse
button.

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11. Click the Add button.

12. Browse to the Desktop and select the Filler_CLX.ACD file. Click Open.

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13. Select the Filler_CLX.ACD file and click OK. This will add the file to the archive and associate it with the new
ControlLogix asset.

14. The ControlLogix’s asset configuration is complete. Click OK to finalize the configuration.

15. Expand the new container and asset in the asset tree. Notice that the file has been added as a child node of the
ControlLogix asset.

Note: Configuration Data files like Filler_CLX.ACD do not have to be added to the asset tree below their
corresponding asset. They can be added anywhere in the asset tree.
ACD files can be version controlled by the FactoryTalk AssetCentre archive and are associated with
ControlLogix assets to allow for comparison operations against production versions.

16. Click the Design button again to disable Design mode.

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Configure ControlLogix Disaster Recovery
Once a ControlLogix asset has been added to the asset tree, it can be configured for use in a Disaster Recovery schedule. This
section of the lab will explore adding an asset to an existing Disaster Recovery configuration.

1. To start the Scheduling plug-in, click the Schedules button. The Scheduling plug-in will open in
the workspace pane.

2. Select the Weekly schedule.

3. In the lower pane, select View by Asset Type to show all assets by device.

Notice that the new asset has already been added to the Weekly schedule because the schedule was configured
to include all assets in the AssetCentre asset tree. It will dynamically update with any additions or removals.

4. Select Filler2_CLX.

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5. Note the Disaster Recovery Task properties that are displayed:

Master File Path Name: Derived from the Configuration Data property, this is the file against which
comparisons will be made.
Promote New Upload to Master: Determines whether a new archive version will be created and promoted
to master if differences are detected.
Report Incremental Differences: Determines whether all differences will be reported during a Backup and
Compare schedule or just the differences found since the last schedule was run.
Always Run Events: If set to False, FactoryTalk AssetCentre will use the ControlLogix Change Log to
determine if an upload and comparison need to be run prior to performing any actions.
Compare Options: Set which parts of a project get compared following an upload.
Tag Filter: Allows for the selection of specific tags for comparison (versus all tags or all constant tags.)

6. Click the Compare Options browse button.

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7. Select Tag Filter then click OK.

8. Now that the Tag Filter is enabled, select and open it using the browse button.

Note: It may take a few moments for the Tag Filter dialog to populate, as the ACD file is currently being
opened and queried for all available tags.

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9. The Tag Filter dialog will open, looking similar to this:

Available tags sorted


by scope

Enable Expression
Editor

10. Expand Controller Tags and select SP_Actual. Click Next.

Note: When the comparison between the production program and archive program is made, it will now alert
on any differences in the SP_Actual tag value.

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11. Click Finish.

12. Save the changes to the scheduled task.

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Execute ControlLogix Disaster Recovery Task
In this section of the lab, a Disaster Recovery schedule including a ControlLogix task will be executed. The comparison results
will then be viewed.

1. Ensure that Filler2_CLX is the only asset selected in the schedule. Uncheck any additional assets.

2. Click the Run Now button to launch the schedule

3. The Task will show a Running state until completed.

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4. Upon completion, the task will show that differences were found.

5. Open the Logs tab and select Event Log.

6. Find the most recent Disaster Recovery task completion (noted by the yellow triangle Warning severity) and
double-click the paper clip icon.

7. Click View to open the compare report.

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8. The compare report will show one tag difference, configured from the tag filter, and some program differences.
This is expected because a different version than what is running in the controller was extracted from the archive
and a manual value change was made as part of the lab.

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9. Scroll down to the second page to see the tag value comparison.

Tag Value comparison options range from individual tag selections, as shown here, to all Constant
Tags, to all tags. Most programs will not use the option to compare all tags because most
programs have changing tag values as part of normal operation.

10. Scroll to page 4 to see tag differences.

This comparison shows that there are two tags existing in the controller than have not been
created in the configured ACD file. If the lab wasn’t using a known older version of the file, this
could have been through an online change, which would be shown in the audit logs.

11. Scroll to page 5 to see rung changes.

The Logix 5000 Compare Utility shows a graphic representation of any rung differences. In this
comparison, Rung 0 is different in the controller, and Rung 1 has been added.

12. Close the compare report, then Close the Attachment pop up.

End of Lab.
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Notes

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