FactoryLink

Version 8.0

Installation Guide

10/2007
A5E01255547-01
Disclaimer of Liability
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herewith) constitutes confidential information of Siemens AG and is
protected by copyright laws and international copyright treaties, as well
as other intellectual property laws and treaties. Such information is not to
be disclosed, used or copied by, or transferred to, any individual,
corporation, company or other entity, in any form, by any means or for
any purpose, without the express written permission of Siemens AG.
The information contained in this document and related media constitutes
documentation relating to a software product and is being provided solely
for use with such software product. The software product was provided
pursuant to a separate license or other agreement and such information
is subject to the restrictions and other terms and conditions of such
license or other agreement.
The information contained in this document and related media is subject
to change without notice and does not represent a commitment and does
not constitute any warranty on the part of Siemens AG. Except for
warranties, if any, set forth in the separate license or other agreement
relating to the applicable software product, Siemens AG makes no
warranty, express or implied, with respect to such information or such
software product.
Trademarks
Siemens AG and FactoryLink are trademarks or registered trademarks of
Siemens AG in the United States and/or other countries. All other brand
or product names are trademarks or registered trademarks of their
respective holders.

Siemens AG A5E01255547-01 Copyright © Siemens AG 2007.

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Table of Contents
1 Requirements and Guidelines 5
1.1 System Requirements 5
1.1.1 Minimum Hardware and Software 5
1.1.2 FactoryLink Server Guidelines 6
1.1.3 FactoryLink Client Guidelines 7
1.1.4 Microsoft SQL Server Requirements 7
1.2 Supported Layered Products Information 8
1.3 Installation CDs 10
1.4 Getting Help 10
2 FactoryLink Installation 11
2.1 Installing the Database 11
2.1.1 Installing Microsoft SQL Server 2005 11
2.1.2 Setting the Memory Size and User Language 13
2.2 Preparing for FactoryLink Installation 13
2.3 Installing FactoryLink 17
2.3.1 FactoryLink System Installation 18
2.3.2 FactoryLink Client Installation 23
2.4 Authorizing FactoryLink 24
2.4.1 Obtaining an Authorization Code 24
2.4.2 Authorizing your FactoryLink System 24
2.5 Installing Historical Reports 25
2.5.1 Systems with FactoryLink Installed 25
2.5.2 Systems without FactoryLink Installed 25
2.6 Installing Custom Components 26
2.7 Uninstalling Components 26

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3 One-Click Client Installation 27
3.1 Manual Installation Using Wizard 28
3.2 Custom Installation 29
3.2.1 Creating the Install Script 29
3.2.2 Installing One-Click Client 32
3.3 Install Script Information 33
3.4 Changing the Access Method 36
3.5 Software Updates 36

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1 Requirements and Guidelines
This guide provides the installation requirements and step-by-step
instructions for installing FactoryLink 8.0 on the supported Microsoft
Windows platforms. The material in this guide is presented in the
preferred installation order.

1.1 System Requirements

1.1.1 Minimum Hardware and Software

The following minimum hardware and software requirements are
recommended for FactoryLink 8.0. While the FactoryLink software will run
on the minimum hardware requirements, for some larger, more complex
systems, these requirements may not be adequate for satisfactory
performance.

Hardware Software
Pentium III 650 MHz CPU Supported Microsoft platforms:
(1 GHz recommended) • Windows 2000 Professional SP4
512 MB RAM • Windows XP Professional SP2 (x86, x64)
(1 GB recommended) • Windows 2000 Server SP4 (x86, x64)
2 GB Hard Drive or larger • Windows Server 2003 SP2 (x86, x64)
(20 GB recommended) • Windows Vista Business (x86, x64) – for
(If using SQL Server and One-Click Client only (install/run as
storing large quantities of administrator)
historical data, a larger hard
Note:
drive is recommended.)
Windows Vista, XP, or 2000 Professional
(supports up to 5 clients)
Windows 2000 Server, Advanced Server,
Datacenter Server, or Server 2003 (for more
than 5 clients)
1 GB Hard Drive or larger TCP/IP network protocol
(for a FactoryLink client)
(10 GB recommended)

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 Hardware Software
CD-ROM drive Internet Explorer 6 SP1, Internet Explorer 7
Monitor Adobe Reader 8
(1024 x 768 resolution)
Keyboard and Pointing
Device (mouse, touch screen,
or other)
Because it is impossible to define the exact requirements for each system
due to the flexibility and scalability of FactoryLink and other layered
software involved, use the following guidelines to help you determine the
best estimate of system requirements. Your exact requirements may be
somewhat less or more than what is stated in the following tables.

1.1.2 FactoryLink Server Guidelines

The general hardware recommendations for a FactoryLink server used as
a development and run-time system are as follows:

System Typical CPU RAM Notes

Size Based # of
on I/O Clients
75 1 500 MHz 512 MB Add 10 MB RAM for each
150 Pentium or FactoryLink ECS client used
300 faster
1500
3000 5 1 GHz Pentium 512 MB (minimum) Add 10 MB RAM for each
5000 or faster 1 GB FactoryLink ECS client used.
8000 (recommended)
15000
50000 10 or 2 GHz Pentium 1 GB for up to 15 Add 10 MB RAM for each
100000 more or faster for up clients FactoryLink ECS client used.
250000 to 5 clients 2 GB for more than If more than 40 clients are
Unlimited Dual for 5 to 15 15 clients needed, use more than one
clients server.
Quad for more
than 15 clients

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1.1.3 FactoryLink Client Guidelines
The general hardware recommendations for a FactoryLink client are as
follows:

System Type CPU RAM Notes

Client used for 750 MHz 512 MB None
development Pentium or (typical)
faster
Client used for 500 MHz 512 MB If client applications have a lot
operator Pentium or (typical) of VBA or complex animation,
interface only faster then more memory and CPU
will improve performance.

1.1.4 Microsoft SQL Server Requirements

If you are installing SQL Server on the same machine as the FactoryLink
server for production systems, it is recommended you use a dual
processor Pentium and increase the memory by at least 256 MB RAM.
For additional information on SQL Server 2005 requirements, search the
Microsoft online MSDN Library at "http://msdn.microsoft.com/library".

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1.2 Supported Layered Products Information
The products in the following table do not necessarily have release dates
that are synchronized with the FactoryLink releases. It is possible that the
version numbers changed after this guide was prepared. See the
"Release Notes" for more information.
If you have questions about the compatibility of a particular version,
contact your authorized Siemens representative.

Product Type FactoryLink Modules Product Information

Using This Product
Compiler Compiled Math and Vendor: Microsoft
Logic, Programmer’s Product: Microsoft Visual Studio 2005
Access Kit (C++ language)
Database ODBC Historian Vendor: Microsoft
Management Product: Microsoft-supplied Oracle 10
Software ODBC Driver
Vendor: Microsoft
Product: Microsoft Access 2003, XP,
or 2000
Vendor: Microsoft
Product: Microsoft SQL Server 2005
SP1
Oracle Historian Vendor: Oracle
Product: Oracle 10
Sybase Historian Vendor: Sybase
Product: Sybase System 12 ODBC
Driver
Local Area WebClient, Vendor: Microsoft
Networks PowerNet, and Product: LAN
FactoryLink LAN
options

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 Product Type FactoryLink Modules Product Information
Using This Product
Device Drivers AB__RAPD, Vendor: Rockwell Software
NETDTL, KTDTL Product: RSLinx Classic OEM, version
2.5.00 recommended
EDI and RAPD Vendor: Modicon
Modbus Plus Product: MBX Driver Suite, version
4.20.02 (SP2)
TECOM Vendor: Telemecanique
Product: Unitelway WDM driver V1.4
• XWAY TCP/IP Win32 Driver 1.6
(IE11-Build 3)
• ISAWAY PCX57 v1.2 for Win2000-
XP/Win98-Me
• FIP PCMCIA FPP20 v1.2 for
Win2000-XP
• SCP114 PCMCIA v1.1 for
Win2000-XP
• FIP FPC10 DRIVER v1.2 for
Win2000-XP/Win98-Me
• ETHWAY V2.6 used with TSX
ETHPC10 card for Xway
communication over ETHWAY
Networks
Operating FactoryLink 8.0 Vendor: Microsoft
System Product: Microsoft Windows
For up to 5 Clients (recommended)
• Vista Business (32 and 64 bit) – for
One-Click Client only (install/run as
administrator)
• XP Professional SP2 (32 and
64 bit)
• 2000 Professional SP4
For more than 5 Clients
(recommended)
• Windows 2000 Server SP4
• Advanced Server SP4
• Datacenter Server SP4
• Server 2003 SP2 (32 and 64 bit)

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1.3 Installation CDs
The FactoryLink shipping package includes the following CDs:

CD Description
FactoryLink 8.0 Contents:
• FactoryLink Installation (server and client)
• Documentation and Release Notes
• Adobe Reader
• Microsoft SQL Server 2005 Express Edition,
English version only (optional, Standard Edition
purchased separately)
Note:
It is recommended that you install SQL Server before
installing FactoryLink.
Microsoft SQL Server English, French, German versions of the SQL Server
2005 (SP2) Express 2005 Express Edition installation for use with
Edition for FactoryLink FactoryLink

1.4 Getting Help

If you experience problems or have questions regarding the installation or
use of this product, contact your authorized Siemens reseller or
representative. For support information, go to
"www.siemens.com/factorylink".
After installing FactoryLink, you can get detailed information about the
product, available in electronic format (Help and PDF files). You must
have a PDF Reader installed to view the PDF files. A version of Adobe
Reader is available on the FactoryLink CD or from the Adobe web site
"http://www.adobe.com". Generally, you access the Help files from your
applications. You can also access the Help files and the PDF files by
double-clicking the "FactoryLink Documents" shortcut on your desktop.

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2 FactoryLink Installation

2.1 Installing the Database

2.1.1 Installing Microsoft SQL Server 2005

It is recommended that you use Microsoft SQL Server 2005 as the
primary database. You also need SQL Server if you want to use it as the
database for the Examples Application that you can install with the
FactoryLink software. It is recommended that you install SQL Server
before installing FactoryLink. SQL Server is not required on the same
computer as FactoryLink.
The Express Edition of SQL Server 2005 is shipped with FactoryLink.
Installation instructions for using the Standard Edition with FactoryLink
are provided in this section.
Express Edition
1. Choose a CD that contains the desired language version of the
Express Edition:
– For the English version, insert the "FactoryLink CD" into the CD-
ROM drive. When the FactoryLink Install screen appears, click
"SQL SERVER EXPRESS".
– For the French, German, or English version, insert the "Microsoft
SQL Server 2005 (SP2) Express Edition for FactoryLink CD" into
the CD-ROM drive to display the Automated Installer screen.
2. Follow the instructions to install SQL Server into the default
installation folder and to configure your primary database.
A "FLINK" database and SQL user "flink" with a password of "flink"
will be created and the user will be granted all permissions to the
"FLINK" database. The "sa" password will be set to "Password1".
The SQL Server’s maximum memory will be restricted to 192 MB.
Depending on your system’s resources, you may want to alter this
setting after the install.

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 Standard Edition
1. Insert the "Microsoft SQL Server 2005 CD" (purchased separately)
into the CD-ROM drive and follow the instructions in the wizard to
install the database server.

NOTICE
Throughout the wizard, accept the default settings, unless you have
specific requirements for your environment for which you have a
complete understanding of how these changes may affect the overall
configuration. Observe the screens that require different settings:
Components to Install screen – Select these required components:
– SQL Server Database Services
– Workstation Components
Service Account screen – Select "Use the built-in System account" and
then select "Local system".
Authentication Mode screen – Select "Mixed Mode (Windows
Authentication and SQL Server Authentication)". Type the "sa" logon
password to use for the database administrator. (You will need to
configure the Examples Application to use a password. Currently, the
Examples Application has a blank password.)

2. If the SQL "Server Reporting" Services component was installed, stop

it. (Click "Start > Settings > Control Panel". Double-click
"Administrative Tools" and then "Services".)
3. Go to "http://www.microsoft.com/sql/downloads/". Download and
install the SQL Server 2005 Service Pack 1.

NOTICE
Throughout the wizard, accept the default settings. The following screen
requires different settings:
Authentication Mode screen – Select "All Instances". Then, select "SQL
Server Authentication" and type the "sa" logon password that was
specified in step 1.
After you install both SQL Server and Service Pack 1, restart your
computer.

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2.1.2 Setting the Memory Size and User Language
Depending on your system’s resources, you may need to set a maximum
memory limit to prevent SQL Server from consuming all the memory
available to it and to ensure the operation and speed of FactoryLink
tasks. For reporting functions, you need to set the user language
selection to match the language of the operating system.
1. Click "Start > Programs > Microsoft SQL Server 2005 > SQL Server
Management Studio".
2. In the Management Studio window, right-click your host server name
and select "Properties".
3. In the Server Properties dialog box, click the "Memory" page. Under
Server memory options, enter the Microsoft recommended memory
size in the range of 70 to 80 percent of your available system memory
in a normal production environment. Click "OK".
4. To set the SQL Server user language to match the language of the
operating system, expand the "Security" folder under your host server
name. Click the "Logins" folder. Right-click the user and select
"Properties". On the "General" page, click the "Default language"
arrow and select the language for the operating system. Click "OK".
5. Right-click your host server name and click "Restart".

2.2 Preparing for FactoryLink Installation

Perform these actions before installing FactoryLink:
1. Ensure that your computer meets all hardware and software
requirements.
2. Ensure that you have administrator rights on the computer where you
are installing and close all running applications.
3. If using Microsoft SQL Server 2005 for your default database, ensure
it is installed before you install FactoryLink. See "Installing Microsoft
SQL Server 2005" on page 11 for SQL Server installation
instructions.
4. Ensure that Microsoft Networking Services for TCP/IP is installed and
running properly.
FactoryLink requires that a network adapter and Microsoft networking
services be installed and running even if you do not plan to connect

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 your FactoryLink system to a network. If the computer has a network
card, go to step 5. If not, install the Microsoft Loopback Adapter:
Windows XP and Windows Server 2003
– Click "Start > Control Panel". Click "Add Hardware" and click
"Next".
– Select "Yes, I have already connected the hardware" and click
"Next".
– From the Installed hardware list, select "Add a new hardware
device" and click "Next".
– Select "Install the hardware that I manually select from a list" and
click "Next".
– From the Common hardware types list, select "Network Adapters"
and click "Next".
– From the Manufacturer list, select "Microsoft". From the Network
Adapter list, select "Microsoft Loopback Adapter". Click "Next".
– Click "Next" and then click "Finish". Go to step 6.

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 Windows 2000
– Select "Start > Settings > Control Panel". Double-click
"Add/Remove Hardware" and click "Next".
– Select "Add/Troubleshoot a device" and click "Next".
– Select "Add a new device" and click "Next".
– Select "No, I want to select the hardware from a list" and click
"Next".
– From the Hardware types list, select "Network adapters" and click
"Next".
– From the Manufacturer list, select "Microsoft". From the Network
Adapter list, select Microsoft Loopback Adapter. Click "Next".
– Click "Next" and then click "Finish". Go to step 6.
5. Ensure Media Sense is disabled to prevent the disabling of your
network services when you are not connected to a network.
You can disable Media Sense automatically using the "NetWiz.exe"
utility, located on the FactoryLink CD.
If you are fully qualified to edit the Windows operating system
registry, you can disable Media Sense manually using the Registry
Editor:
– Use the Registry Editor (regedt32.exe) to view the following key in
the registry:
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\Tc
pip\Parameters
– Add this Registry value:
Value Name: DisableDHCPMediaSense
Data Type: REG_DWORD
Data: 1 (True)

Note
For more information about Media Sense, see the Microsoft Support
Article Q239924 at "http://support.microsoft.com".

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 6. If your network does not have a DNS server, it is recommended that
you use static IP addresses on all your FactoryLink server and client
computers.

Note
Siemens suggests that you not edit the Windows hosts file while a
FactoryLink application is running.

– On the FactoryLink server(s), add the IP address and computer

name of all the FactoryLink clients and servers, if you have
multiple servers, to the Windows hosts file.
– On each FactoryLink client, add the IP address and computer
name of all the FactoryLink servers to its Windows hosts file.
If you experience FactoryLink client connection problems and you
have a DNS server, it is recommended that you put the FactoryLink
server(s) IP address and computer name in the Windows hosts file on
each FactoryLink client computer. If all your FactoryLink computers
have static IP address, perform the steps above.
7. Uninstall any older version of FactoryLink in the destination where
you plan to install the software. During the installation, if FactoryLink
detects a previously installed version in the destination folder, you will
receive a prompt to remove that version.
8. If you are in a workgroup (not a domain) and installing FactoryLink on
Windows XP Professional, disable "simple file sharing" to avoid
network access problems:
– Double-click "My Computer" on your desktop. Then, click "Tools >
Folder Options".
– When the Folder Options dialog box opens, click the "View" tab.
Under Advanced Settings, you will see a check mark in the "Use
simple file sharing (Recommended)" check box, which indicates
that simple file sharing is enabled.
– Clear the check box and click "OK" to disable the simple file
sharing feature.
9. Close the "Settings > Control Panel > Administrative Tools >
Services" dialog box before beginning the installation to prevent
interference with the installation process.
10. Ensure that you have Exhibit A, sent to the e-mail address provided
with the FactoryLink order.

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2.3 Installing FactoryLink
After performing the preparation, you are ready to install FactoryLink.

Note
To install FactoryLink on a Terminal Server, click "Start > Settings >
Control Panel > Add/Remove Programs" to run the installation program.

1. Insert the FactoryLink CD into the CD-ROM drive.

Note
If the installation does not begin automatically, go to the CD’s
"Install" folder and run "setup.exe". Select the desired setup
language, "English" (default), "French", or "German", and then click
"OK". Continue with step 2.

– When the FactoryLink Install screen appears, select the desired

setup language: "English" (default), "French", or "German".
– Click "Release Notes" to view last-minute instructions that might
affect the installation procedure and for other general information.
– Click "Installation". (The installation program installs the Windows
Installer if it is not already installed on the machine.)
2. When the Welcome screen appears, click "Next". Read the license
agreement and click "Yes" to accept the agreement terms.
3. On the Installation Type screen, choose what you want to install and
where to install it:

FactoryLink System Select this option to install the client and server on
the same machine.
FactoryLink Client Select this option to install the client only.
To select another destination drive rather than the default folder
"C:\Program Files\Siemens", use the Browse button. Be sure the
drive has at least 100 MB of space for backup files.
4. Click "Next". If you selected FactoryLink Client installation, see
"FactoryLink Client Installation"(Page 23). Otherwise, continue with
the following procedure for FactoryLink System Installation.

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2.3.1 FactoryLink System Installation
1. On the Typical/Custom screen, select either "Typical Development",
"Typical Run-time", "Custom Development", or "Custom Run-time".
Click "Next".
Optional components not installed by default are Unity Pro and
WebClient. To install these components or to not install default
components (such as drivers, clip art, Examples Application), you
must select a Custom option.
– If you select a Custom option, continue with step 2.
– If you select a Typical option, continue with step 3.
2. On the Select Features screen, select the system components that
you want to install and clear the components that you do not want to
install. Click "Next".

Note
If you clear the Examples Application component, the Start Copying
Files screen in step 5 appears after clicking "Next".

3. On the Setup Type screen, select the database to use for the
Examples Application: "SQL Server" or "dBase4".

Note
To use a database other than these options (such as Oracle), select
"dBase4" to install the default dBase4 Examples Application. You will
need to use the Configuration Explorer to configure the appropriate
tables to modify the default Examples Application for your database.

– If you select "SQL Server", continue with step 4.

– If you select "dBase4", go to step 5 to start copying files.
4. On the Create Database for SQL Server screen, enter the requested
SQL Server connection information and click "Next".
5. On the Start Copying Files screen, review the settings. To change
any settings, click "Back". If you are satisfied with the settings, click
"Next". General information about the progress of the installation
displays.
6. When the installation finishes, the License Wizard opens with "Enter
Serial Number and Configuration Sequence" selected. Click "Next".

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 7. Enter the serial number and configuration sequence provided in
"Exhibit A".

Tip
All information appears in red until the correct serial number and
configuration sequence is entered.

8. If you need to designate the hardware device where you want the
license assigned, click "Advanced". (For example, if using a
Redundant Array of Independent Disks (RAID) configuration, you
would assign the license to a network card.) When the Hardware
Selection dialog box opens, select either "Hard Drive" (default) or
"Network Card" and then click "OK".
9. When the license information is entered correctly, click "Next".
10. Make a note of the automatically generated registration code, which
you will need later to authorize your FactoryLink system. Click "Later".
11. Click "OK" when the grace period notification message appears.

Note
The grace period is 10 days. You must authorize the software before
the grace period ends to continue using FactoryLink.

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 12. When the FactoryLink Account Settings screen appears, set the
account information that will be used to start the server. (This utility
assures proper communication between the FactoryLink server and
its clients. You must run this utility.)
Use the following examples and notes to help set this information.
(The user name needs to have local Administrator or Power User
rights on the computer.) After you finish entering the information, click
"OK".
In a Domain







① Domain for the company

② Domain user who has local Administrator or Power User rights on
this computer
③ Password for the specified user
④ When selected, the Group field displays. In domain mode, if not
selected, the default is "domain\domain user".
⑤ Members in the specified group are allowed connectivity

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 In a Workgroup







① Must leave blank for workgroups

② Local user who has local Administrator or Power User rights on this
computer.
③ Password for the specified user
④ When selected, the Group field displays. In workgroup mode, if not
selected, the default is a blank field, meaning only the specified user
is granted access.
⑤ Members in the specified group are allowed connectivity. All users
must belong to this group on each computer.

NOTICE
A typical configuration uses one account on the server and various
accounts on client machines. This is the account that the FactoryLink
components will run under.
If using various accounts to start the FactoryLink server, you can
start the application by using the Configuration Explorer, the
FLAppMgr utility, or the FLAutoStart service. Using FLRUN while
logged in as a different user will not allow most client connections
(used by the Client Builder and Configuration Explorer) to work
properly.

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 NOTICE
If using workgroups with multiple accounts, select the "Advanced"
check box and enter the name of an account group in the Group field
to allow access by members of that group to the FactoryLink
components. Nothing is added automatically to the group; the
system administrator must add members to the group. Note, the
Administrator or Power User specified in the Username field must be
a member of that group.
If using workgroups instead of domains in your network, leave the
Domain field blank. When you click "OK", a message displays, "By
not specifying a domain, workgroup-mode is assumed. Because no
group name has been specified, you must use the same account and
password on all clients and servers." Click "OK".
By default, Windows XP and later systems do not allow the use of
non-domain accounts with blank passwords for network access. If
you are running in a workgroup configuration on Windows XP or
later, the account specified must have a non-blank password.
When the "Advanced" check box is selected, the Group field appears
with the name of the group that is granted client connections access
rights. In domain mode, the default is domain\domain user. In
workgroup mode, the default is a blank field, meaning only the
specified user is granted access. You can change the default value
to grant access to any group, thus allowing flexibility in configuring
accounts and access. Note, the Administrator or Power User
specified in the Username field must be a member of that group.
For cross-domain access, consult your systems administrator.
For servers to exist in different domains, the network administrator
must establish a mutual trust relationship between them. A trust
relationship is a link between two domains that allows a user with an
account in one domain to have access to the resources of another
domain.
For more information, refer to your Microsoft Windows user manual
or search the Microsoft online MSDN Library at
"http://msdn.microsoft.com/library".

13. After seeing the "Account permissions have now been set" message,
click "OK" and then click "Finish".

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 14. Before removing the FactoryLink CD, if you do not already have
Adobe Reader installed, run the file appropriate for your language
(English, French, or German) from the Adobe folder on the CD. (You
need a PDF reader to view the documentation.)

2.3.2 FactoryLink Client Installation

1. On the Typical/Custom screen, select either "Typical Development",
"Typical Run-time", "Custom Development", or "Custom Run-time".
Click "Next".
Optional components not installed by default are Unity Pro and
WebClient. To install these components or to not install default
components (such as clip art), you must select a Custom option.
– If you select a Custom option, continue with step 2.
– If you select a Typical option, continue with step 3.
2. On the Select Features screen, select the client components that you
want to install and clear the components that you do not want to
install. Click "Next".
3. On the Start Copying Files screen, review the settings. To change
any settings, click "Back". If you are satisfied with the settings, click
"Next". General information about the progress of the installation
displays.
4. When the installation finishes, the License Client/Server Settings
dialog box appears. Enter the name of the license server where the
client will connect (normally, your FactoryLink server). Click "OK" and
then click "Finish".
5. Before removing the FactoryLink CD, if you do not already have
Adobe Reader installed, run the file appropriate for your language
(English, French, or German), located in the Adobe folder on the CD.
(You need a PDF reader to view the documentation.)

Note
If you changed the default FL-CS port number entry in the services file
of your application server, you must also update the "Client Builder.ini"
file with the same port information on each of your non-OneClick
clients.

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2.4 Authorizing FactoryLink

2.4.1 Obtaining an Authorization Code

During the installation, you entered the serial number and configuration
sequence provided in "Exhibit A" (sent to the e-mail address provided
with the FactoryLink order). At that time, FactoryLink automatically
generated a registration number that you need to obtain an authorization
code for your system.
Look at the "Exhibit A" and enter the Web address provided. Submit the
appropriate registration information to obtain your authorization code.
You will receive your authorization code at the e-mail address you
provide.

2.4.2 Authorizing your FactoryLink System

1. Click "Start > Programs > FactoryLink > License Wizard". (The
FactoryLink License Wizard opens with "Authorize Your System"
selected.) Click "Next".
2. Enter your authorization code and the licensed company name. (This
information must match the registered information provided in the e-
mail message you received.)

Note
Any incomplete or inaccurate information displays in red.

3. When the information is entered correctly, the Finish button is

enabled. Click "Finish".
4. After the "Your system is licensed and authorized" message appears,
click "OK".

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2.5 Installing Historical Reports
You must have Microsoft Access or the Access RunTime Viewer installed
to view and generate the historical reports. On a system where a
FactoryLink Client is not installed, you need to have access to a Historical
Database CAL. If you are running the Historical Reports on a FactoryLink
system, you already have the required CALs. For more information about
the Historical Reports, see the "Fundamentals Guide".

Note
For proper reporting functions, the SQL Server user language selection
needs to match the language of the operating system as discussed in
section "Setting the Memory Size and User Language" (Page 13).

2.5.1 Systems with FactoryLink Installed

1. If Microsoft Access or the Access RunTime Viewer is not installed,
use Windows Explorer to browse to the "Installs" shared folder on
your FactoryLink server. Open the "Microsoft Access 2003 Runtime"
folder and double-click "ACCESSRT.MSI". When the wizard appears,
click "Next". Then, follow the instructions on the screen.
2. In Windows Explorer, browse to the "Applications" shared folder on
your FactoryLink server. Open the "Historical Reports" folder and
double-click "Historical Reports.adp".

2.5.2 Systems without FactoryLink Installed

1. If Microsoft Access or the Access RunTime Viewer is not installed,
use Windows Explorer to browse to the "Installs" shared folder on the
machine where FactoryLink is installed. Open the "Microsoft Access
2003 Runtime" folder and double-click "ACCESSRT.MSI". When the
wizard appears, click "Next". Then, follow the instructions on the
screen.
2. In Windows Explorer, browse to the "Applications" shared folder on
the machine where FactoryLink is installed. Open the "Historical
Reports" folder and double-click "Historical Reports.adp".

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2.6 Installing Custom Components
If desired components, such as the Examples Application, were not
installed during the initial installation, you can rerun the installation
program to install components.

Note
You need the FactoryLink CD to install custom components. If you
download the FactoryLink software from the Siemens web site, you
cannot use the Modify function of the installation program.

1. From the Windows "Control Panel", open the "Add or Remove

Programs" component.
2. Select "Siemens FactoryLink 8.0" from the currently installed
programs list and click "Change/Remove".
3. When the installation wizard opens, select "Modify" and click "Next".
4. Select only the desired option you want to install. Click "Next" and
follow the instructions on the screen.

Note
When the installation program states it cannot find a file, insert the
FactoryLink CD.

2.7 Uninstalling Components

1. From the Windows "Control Panel", open the "Add or Remove
Programs" component.
2. In the currently installed programs list, select the desired program
("Siemens FactoryLink 8.0"), and click "Change/Remove".
3. When the installation wizard opens, select "Remove" and click "Next".
At the confirmation message, click "OK".
4. After the program is uninstalled, click "Finish".

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3 One-Click Client Installation
One-Click Client provides the capability to install a client on a remote
system on the LAN, WAN, or VPN to access FactoryLink information.

Note
One-Click Client is for run-time only. You cannot create or edit projects
and mimics in a run-time system.
If an ActiveX control is used in a mimic that is not one of the FactoryLink-
supplied ActiveX controls, you must install the control on each client
where you want to use it.

The One-Click Client utility has two primary modes of operation. The first
mode is a manual install method that guides a user on a client machine
step-by-step through the installation and application deployment process.
The second mode, which uses the "Advanced" button of the utility, is
designed primarily for automating the steps of the manual method into a
custom install script that can then be used in conjunction with the utility to
completely automate the deployment process. In this mode, a user on a
remote machine only needs to click a single link, received in an e-mail for
example, to initiate the automated deployment process.
The procedures for both modes cover the default Server access method.
For information about changing to the Direct method, see "Changing the
Access Method" (Page 36).

Note
When using the default server connect method with One-Click Client and
Run-Time only systems, client users must have modify permissions to the
client side local cache folder. The modify permission for these users must
be set on the software’s installation folder, regardless of the chosen
connection type.

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3.1 Manual Installation Using Wizard
The manual installation method uses the One-Click wizard to deploy a
lightweight FactoryLink client and project applications to a remote client.
1. From the client computer, use Windows Explorer to browse "My
Network Places" and locate the "Installs" shared folder on your
FactoryLink server. Double-click "OneClick.exe".

Note
If you do not want to use the default port for the Tag Server due to a
conflict on the network, use the command line switch to launch the
wizard.
"/Snnnn" – Used in conjunction with the manual installation method
when the FL-CS port is changed from the 7580 default value. "nnnn"
represents the custom port number set in the servers
"%SystemRoot%\System32\drivers\etc\services" file.
Example:
Click "Start > Run" and enter "\\flserver\Installs\OneClick.exe /S8280"

2. When the wizard appears, click "Next".

3. On the "Remote Project Directory" screen, leave the "Server (access
through TCP/IP)" connection method selected. Use one of the
following methods to specify the remote server and directory path
where the Client Builder projects are located and then click "Next":
– Type a FactoryLink server, the pipe character, and either the full
path to the applications or a specific application folder on the
FactoryLink server. (Using a base folder allows for the selection of
multiple projects.)
Example:
rsi3p888|C:\Program Files\Siemens\FactoryLink\Applications
– Click the browse button and type the remote server name and port
number (if not the "7580" default setting) and then click "Refresh".
Navigate to the applications or a specific application folder and
click "OK".

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 4. In the "Local Cache Directory" field, either enter the path or use the
browse button to select the directory where you want to store the
project files locally. (This directory is the root directory for local copies
of all project files. All project-related files will be placed in a
subdirectory of this directory.) Then, click "Next".
5. In the "Remote Projects" list, select the remote projects you want
copied to the client machines. Use the arrow buttons to move items
between the lists. (The single arrow moves only the selected item,
and the double arrow moves all items.) Then, click "Next".
6. Click "Install" to begin installing the software and projects.
After the installation completes, a Client Builder icon and a shortcut
icon for each project you selected is placed on the desktop. The
related project files are cached to the local folder you specified in the
wizard.
7. After the software and projects are installed, the License Utility
automatically starts. Add the name or IP address of your license
server(s). For instructions about using the license utility, see the
"Utilities Guide".
8. Click "Finish".

3.2 Custom Installation

The custom installation can be started from a client computer to allow the
user more control over the install process by clicking the Advanced
button in the One-Click wizard. Using the advanced mode on the server
provides a more powerful tool. The developer can create an install script
that can be used to completely automate the client and project
deployment process.

3.2.1 Creating the Install Script

1. From your server installs directory ("..\Siemens\FactoryLink\Installs"),
double-click "OneClick.exe".
2. When the wizard appears, click "Advanced". The Client Builder
Project Installation window appears.

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 3. In the "Remote Node and Directory" field, use one of the following
methods to specify the remote server and directory path where the
Client Builder projects are located and then click "Next":
– Type a FactoryLink server, the pipe character, and either the full
path to the applications or a specific application folder on the
FactoryLink server. (Using a base folder allows for the selection of
multiple projects.)
Example:
rsi3p888|C:\Program Files\Siemens\FactoryLink\Applications
– Click the browse button and type the remote server name and port
number (if not the "7580" default setting) and then click "Refresh".
Navigate to the applications or a specific application folder and
click "OK".
4. In the "Local Cache Directory" field, enter the directory where you
want project files locally stored on the client computer. This directory
is the root directory for local copies of the projects. Each cached
project will be placed in a subdirectory of this directory.

Note
This parent directory will be created on each client computer at
installation time; therefore, the drive letter specified must be one that
exists on all clients. For example, specifying "Z:\MyAppCache" is not a
good choice if the Z drive is not available to all clients.

5. In the "Remote Projects" list, select the remote projects you want
copied to the client computers and move them to the "Local Projects"
list. Use the Add and Remove buttons to move the projects between
the lists.

Note
If projects do not appear in the Remote Projects list, click "Refresh".

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① Remote server and path where the Client Builder projects are located
② Directory where the project files are stored locally on each client
③ List of remote projects to copy to the client machines
④ Scans the remote projects directory for all project files located under the
remote project directory
⑤ Used from the client computer to copy or update existing project files
⑥ Defines the actions the installer performs when creating an install script
⑦ Used to configure the license servers
⑧ Used from the client computer to install or reinstall the light weight Client
Builder program files
6. Click "Options". The Options dialog box appears.
– Select the "Create Installation File on Exit" check box and type a
name for the install script you want to build.

Note
The install script must be saved in the same folder with the
OneClick.exe and CBSetup.msi files.

– Leave the default check boxes selected. Then, click "OK".

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 By default, "Copy all project files" is not selected. Only the .fvp file
is copied to the cache; the remaining files are copied as they are
requested at run time. Selecting this check box copies all project
files and increases the client installation time.
7. Click "License Setup". The License Client/Server Settings dialog box
appears for you to define the list of license servers that the clients will
use. See the Utilities Guide for instructions to configure the license
server to use redundancy.
8. Click "Done" to create the custom install.
9. When the exit install procedure message appears, click "Yes". The
install script file is created.

3.2.2 Installing One-Click Client

You can now install a client simply by using a link to the OneClick.exe file
and specifying the /i"install script" parameter. Clicking this link begins the
installation.

Using a Link
1. From the remote computer, the operator or developer can click a link
(like the following example) to install the client. Note, this link can be
sent in an e-mail message.
\\MyServerName\Installs\OneClick.exe /iMyInstallScript.txt
After the link is clicked, the client is installed to the local computer.
The installation provides a progress bar. After the installation finishes,
a Client Builder icon and a shortcut icon for each of the selected
projects appear on the desktop.

Using the Link in a Shortcut

1. Create a shortcut to your one-click client by right-clicking the
"OneClick.exe" file and selecting "Create Shortcut". Rename the
shortcut to an appropriate name, such as "MyOneClickInstall" (actual
filename is MyOneClickInstall.lnk).

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 2. Right-click the shortcut you created and select "Properties". In the
Target field, add a space and /i"install script filename" at the end of
the path to the OneClick.exe. Then, click "OK".
Example: (Target field)
C:\Program Files\Siemens\FactoryLink\Installs\OneClick.exe
/iMyInstallScript.txt
3. The FactoryLink developer or manager sends an e-mail message that
contains a link to the one-click client shortcut to the operator.
\\MyServerName\Installs\MyOneClickInstall.lnk
4. The operator clicks the install shortcut, which installs the client to the
local computer.
The installation provides a progress bar. After the installation finishes,
a Client Builder icon and a shortcut icon for each of the selected
projects appear on the desktop.

3.3 Install Script Information

The format of the install script file is presented as a series of
parameter=value pairs, as shown in the following example:
Example Install Script (MyOneClick.txt):
csport=7580
installclient=1
acctsettings=1 (dcomwiz=1 is acceptable for backward
compatibility only)
directaccess=1
createicons=0
overwrite=0
remote= see the table below for formatting of possible
values)
cache=C:\ProjectsCache
copyall=1
expandlib=1
autolic=TRUE
licservers=FLSERV1/8000,FLSERV2/8000
project=MyApp\CBPROJ\MYAPP.FVP
project=Test Sample\CBPROJ\TEST.FVP
The following table describes each parameter and its possible values.

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 Note
The default values noted in the table are the settings generated the first
time you run the utility. Any values you change are retained in the install
script. The new defaults are those read from the last install script created.

Name Possible Values Description

csport numeric TCP port Change this parameter only if the FL-CS port for the
number csservice port is changed from the 7580 default value.
installclient 0 or 1 Indicates whether the utility is to perform an installation
of the client software. This parameter always appears
first in an install script.
1 = Install
0 = Do not install (default)
Acctsettings 0 or 1 Runs the FactoryLink Account Settings utility at the
(legacy: conclusion of the client installation.
dcomwiz) 1 = Run* (default)
0 = Do not run
* Even when set, this utility only runs on Windows XP
Professional with the Internet Firewall enabled. It is
recommended that you use the default setting.
directaccess 0 or 1 Determines how Client Builder is to access the client
project files:
0 = (server access) the project files are cached locally
by the local Client Builder and the server-side
FactoryLink service
1 = (direct access) the project files reside in a directory
on a shared network folder
createicons 0 or 1 Indicates whether to create desktop icons
1 = Create icons
0 = Do not create icons (default)
overwrite 0 or 1 Indicates whether to display a prompt before
overwriting an existing cached project
1 = Display prompt
0 = Do not display prompt (default)

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Name Possible Values Description
remote remote flserver|full The shared folder on the server where the Client
path to applications Builder application project is located. Entering a base
folder on remote folder where multiple projects reside allows you to
FactoryLink server enter multiple project parameter/value pairs in this
if directaccess = 0 script. See the "project" parameter description.
or Examples:
UNC Path or If directacess=0,
mapped network remote=flserver|c:\flapps
If directacess=1,
drive if
remote=\\FLAPPSERVER\Applications
directaccess = 1
cache local directory The cache directory is used to store project files
locally. The directory you specify becomes the root
directory for local copies of the projects. Each cached
project is placed in a subdirectory of this directory.
copyall 0 or 1 The utility inserts one "copyall" parameter before the
first project. However, the user can edit the file and
insert multiple "copyall" parameters. This parameter
remains in effect for any following projects up to the
next "copyall" specification. When "copyall" is set to
zero, only the project file is copied. When set to non-
zero, all files in the project are copied.
1 = Copy all
0 = Copy only the project file (default)
expandlib 0 or 1 Extracts the graphic objects used in the project from
the local library during install. This parameter is global
and must be set before any "project" statements.
1 = Extract (default)
0 = Do not extract
autolic TRUE or FALSE Client automatically selects an alternate license server
when the primary server is unavailable when multiple
license servers are defined.
TRUE = Automatically choose (default when multiple
license servers are defined)
FALSE = Do not automatically choose (default when a
single license server is defined)

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Name Possible Values Description
licservers hostname/port[,...] The server host name and the port number that the
license server is listening for license requests by the
client. Multiple hostname/port values can be specified
using a comma separator.
project remote parameter A project parameter contains the path and name of the
relative application project file to be deployed to the remote client. The
path path specified is relative to the value given in the
"remote" parameter.
Note:
Multiple projects can be specified but must all be
located underneath the directory indicated in the
remote parameter line.

3.4 Changing the Access Method

There are two access methods to connect to the Client Builder projects:
Server and Direct. The selected method dictates the format of the connection
information that you specify. This chapter covers the default method –
"Server (access through TCP/IP)".
If you want to use the "Direct (access using UNC path or shared drive)"
method, you must select this option.
• For the Manual Installation mode, you select the "Direct" method on the
"Remote Project Directory" screen.
• For the Custom Installation mode, you need to click the "Options" button
on the Client Builder Project Installation window and select the "Direct"
method.
In the "Remote Project Directory (UNC Path)" field, enter the shared folder on
the server where the Client Builder project is located as a UNC path, such as
"\\MyServerName\SharedFolder". Using a base folder, such as
"\\MyServerName\Applications", allows for the selection of multiple projects.

3.5 Software Updates

When a major upgrade is made to the server, you can run the "OneClick.exe"
file again or the custom script to automatically update the clients installed on
the remote systems to the latest version.

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