Rockwell Automation FactoryTalk Batch Original Instructions Manual
  1. Manuals
  2. Brands
  3. Rockwell Automation Manuals
  4. Power Supply
  5. FactoryTalk Batch
  6. Original instructions manual
Rockwell Automation FactoryTalk Batch Original Instructions Manual

Rockwell Automation FactoryTalk Batch Original Instructions Manual

Hide thumbs
Table of Contents

Advertisement

Quick Links

Download this manual
FactoryTalk Batch
Getting Results Guide
FactoryTalk Batch Components 14.00
Getting Results Guide
Rockwell Automation Publication BATCH-GR011E-EN-P - October 2020
Supersedes Publication BATCH-GR011D-EN-P - February 2017
Original Instructions

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the FactoryTalk Batch and is the answer not in the manual?

Questions and answers

Related Manuals for Rockwell Automation FactoryTalk Batch

Summary of Contents for Rockwell Automation FactoryTalk Batch

  • Page 1 FactoryTalk Batch Getting Results Guide FactoryTalk Batch Components 14.00 Rockwell Automation Publication BATCH-GR011E-EN-P - October 2020 Supersedes Publication BATCH-GR011D-EN-P - February 2017 Getting Results Guide Original Instructions...
  • Page 2 If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired. In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment.

  • Page 3: Table Of Contents

    Rebuild the recipe directory ..............32 Start the FactoryTalk Batch Server service ..........33 Batch Service Manager dialog box - Server options ......34 Start the sample FactoryTalk Batch Phase Simulator ......34 Verify PCD communications ..............35 Learn about FactoryTalk Batch..............36...
  • Page 4 Table of Contents FactoryTalk Batch Equipment Open the FactoryTalk Batch Equipment Editor with a sample user ..37 Open a sample area model ................38 Editor introduction The FactoryTalk Batch Equipment Editor window .........38 Navigate within the area model ..............39 Create and configure a phase class ............
  • Page 5 View the sample batch event journal ............76 Control a phase manually ................77 Resolve arbitration issues ..............79 Phase Control window ................ 82 Configure the FactoryTalk Batch View ............ 82 Exit the FactoryTalk Batch View ...............83 FactoryTalk Batch View summary ............83 Chapter 6 FactoryTalk Event Archiver System architecture ..................
  • Page 6 Table of Contents Open the TimerView control ...............96 FactoryTalk Batch ActiveX controls summary ......... 97 Chapter 8 PC-based phases introduction PC-based phases..................99 Execution of a PC-based phase example ..........100 PC-based phases summary ..............102 Appendix A Glossary Index...

  • Page 7: Preface

    FactoryTalk® Batch product components. This manual is one of a set of related manuals that describe installing, programming, and operating the FactoryTalk® Batch system. To review FactoryTalk Batch release notes and latest information regarding product compatibility refer to the Product Compatibility and Download Center (PCDC).

  • Page 8: Additional Resources

    You may obtain Corresponding Source code for open source packages included in this product from their respective project web site(s). Alternatively, you may obtain complete Corresponding Source code by contacting Rockwell Automation via the Contact form on the Rockwell Automation website: http://www.rockwellautomation.com/global/about- us/contact/contact.page.
  • Page 9 Preface Resource Description FactoryTalk Batch View HMI Controls Quick Start Provides a general overview of FactoryTalk Batch View Guide HMI Controls. (BATCH-QS001D) FactoryTalk Batch eProcedure® Getting Results Explains the basics of FactoryTalk Batch eProcedure. Guide (BWEPRO-GR011) FactoryTalk Batch Getting Results Guide Introduces the basics of automated batch manufacturing and the FactoryTalk Batch product components.
  • Page 10 Diagnostics and are modified using the FactoryTalk Administration Console. A system administrator can customize FactoryTalk Batch View security to meet the needs of the facility. FactoryTalk Batch View is used in conjunction with a Human-Machine Interface (HMI). Administrator Guides Resource...
  • Page 11 FactoryTalk Batch PCD Programming Reference Provides information and instructions about the Manual FactoryTalk Batch PCD interface design. It is intended to be used as a reference guide. (BATCH-RM004) FactoryTalk Batch Server API Reference Manual Provides information regarding the interface between the FactoryTalk Batch Server and FactoryTalk Batch View —...
  • Page 13 You can deploy any of the FactoryTalk Batch components wherever you need them, one at a time or all at once, to improve productivity and plant control. The FactoryTalk Batch components include: •...

  • Page 14: Factorytalk Batch Introduction

    FactoryTalk Batch introduction What is FactoryTalk Batch? To see the true value of a FactoryTalk Batch solution, become familiar with Modular Batch Automation and how it relates to the ISA S88.01 International Batch Control Standard. The next section is a brief overview of modular batch automation.

  • Page 15: Factorytalk Batch Equipment Editor Example

    Chapter 1 FactoryTalk Batch introduction FactoryTalk Batch As an example, you create a reactor unit in the FactoryTalk Batch Equipment Editor. The reactor unit, which is displayed here, contains six phases that are Equipment Editor example used to perform individual actions (adding various ingredients, mixing- heating-transferring the contents of the reactor, etc.).

  • Page 16: Factorytalk Batch Recipe Editor Example

    Chapter 1 FactoryTalk Batch introduction FactoryTalk Batch Recipe To continue the example in the FactoryTalk Batch Recipe Editor, you create two operations, Reaction_1 and Clean_In_Place, which are shown below. The Editor example Reaction_1 operation transfers Material A into the reactor, agitates the contents for 15 minutes at 5 RPM, and then dumps the contents into Storage Unit A.

  • Page 17: Reference Guidelines And Standards

    The recipes remain in the hands of the formulators (usually company employees). • Operator: Uses the FactoryTalk Batch View and/or ActiveX controls to schedule, start, and stop batches. Also uses a third-party human machine interface (HMI) software package to view the physical plant (pumps, valves, etc.).

  • Page 18: Factorytalk Batch Components

    Components FactoryTalk Batch Server The FactoryTalk Batch Server is the engine that runs FactoryTalk Batch. It is the component that controls system information, phases and recipes. The server allows integration with process-connected devices (PCDs) and third- party software packages.

  • Page 19: Factorytalk Batch Equipment Editor

    The zero-install browser simplifies administration and maintenance. As the only native client application that supports the new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch solutions.

  • Page 20: Factorytalk Event Archiver

    Typically, FactoryTalk Batch View is intended to be used in conjunction with an HMI. Each FactoryTalk Batch View window can be customized to suit the needs of a specific station: • Specify the columns to display • Specify the size of columns and rows •...
  • Page 21 Chapter 1 FactoryTalk Batch introduction...

  • Page 22: Factorytalk Eprocedure Client

    FactoryTalk eProcedure Client, FactoryTalk eProcedure Server must be running and remain active during all batch functions. FactoryTalk Batch Material FactoryTalk Batch Material Manager is used to track material consumption in batch recipes. It consists of two components: Material Server and Material Manager Editor.

  • Page 23: Factorytalk Batch Material Server

    The primary applications that the Material Server Server services are the Material Editor, FactoryTalk Batch Server, FactoryTalk Batch Recipe Editor, FactoryTalk Batch Equipment Editor, and the Storage Container ActiveX control. Any third-party application can also use custom...

  • Page 25: Factorytalk Batch Server Factorytalk Batch Server Overview

    Because these files are used as an example throughout the guide, it is recommended that you follow the directions for using this demonstration step by step. FactoryTalk Batch Server The FactoryTalk Batch Server is the engine that runs FactoryTalk Batch. It is this component that allows integration with the process-connected devices overview (PCDs) and third-party software packages.

  • Page 26: Add Sample Factorytalk Security Users

    To run the sample demonstrations, add a FactoryTalk Security user, configure the FactoryTalk Batch Server to locate the area model, and then verify the recipes in the area model.
  • Page 27 Chapter 2 FactoryTalk Batch Server introduction for the Administrator that was configured when the FactoryTalk Services Platform was installed. 4. In Password, type the password for the Administrator. 5. Verify the Directory and select OK. The FactoryTalk Administration Console window opens and displays the specified FactoryTalk Directory.

  • Page 28: Configure Sample Permissions For Factorytalk Security Users

    FactoryTalk Security users in the next exercise. Configure sample After creating the FactoryTalk security users, set up access modes for each FactoryTalk Batch component to specify which users are permitted to view or permissions for perform actions. Configure security settings in the FactoryTalk FactoryTalk Security users Administration Console.
  • Page 29 Chapter 2 FactoryTalk Batch Server introduction 3. In the Full Edit row, select the Configure Security browse button. The Configure Securable Action dialog box opens. 4. Select Add. The Select User and Computer dialog box opens. 5. In the Filter Users box, select Show All.

  • Page 30: Configure The Sample Factorytalk Batch Server

    \Restart FactoryTalk Batch Server and bin folders where the FactoryTalk Batch Server writes data upon system failure. Configure the FactoryTalk Batch Server in the FactoryTalk Batch Equipment Editor.
  • Page 31 IMPORTANT In order for the Procedure Server to start, you must define the instruction path and an instruction file for each instruction-based phase in the area FactoryTalk Batch Equipment Editor User Guide model. (See the instructions on defining instruction-based phases.) 8.

  • Page 32: Rebuild The Recipe Directory

    19. Select File >Exit to exit the FactoryTalk Batch Equipment Editor. Tip: These steps set up the FactoryTalk Batch Server to run the tutorial steps in this manual. There are many other settings to consider when setting up the FactoryTalk Batch FactoryTalk Batch Administrator Guide system.

  • Page 33: Start The Factorytalk Batch Server Service

    Batch in a demo environment. For more information, see The FactoryTalk Batch Phase Simulator in the FactoryTalk Batch Administrator Guide. IMPORTANT The FactoryTalk Batch Server cannot start if Security Authority is enabled and there is a mismatch between the Security Authority Identifiers (SAIs) in the area model and the FactoryTalk Network Directory.

  • Page 34: Batch Service Manager Dialog Box - Server Options

    FactoryTalk Batch Server previously terminated. No validation for Security Authority is performed. Warm All Boot Restarts the FactoryTalk Batch Server only if it is able to restore all of the batches to the batch list. No validation for Security Authority is performed. Start the sample...

  • Page 35: Verify Pcd Communications

    1. Select Start > Rockwell Software > Batch Service Manager. The FactoryTalk Batch Service Manager opens. 2. Make sure FactoryTalk Batch Server is selected in the Service box. 3. Select Server Details. The FactoryTalk Batch Server Details dialog box opens.

  • Page 36: Learn About Factorytalk Batch

    FactoryTalk Batch Server introduction Learn about FactoryTalk The rest of this document is designed to give you a tour through the FactoryTalk Batch components using the sample demo. Proceed through the Batch next chapters to learn about: • FactoryTalk Batch Equipment Editor •...

  • Page 37: Factorytalk Batch Equipment Editor Introduction

    Chapter 3 FactoryTalk Batch Equipment Editor introduction The FactoryTalk Batch Equipment Editor is the component to configure the equipment and associated functions to produce your facility’s area model. The components defined in the FactoryTalk Batch Equipment Editor interface with the process-connected devices (PCDs) in the facility.

  • Page 38: The Factorytalk Batch Equipment Editor Window

    Open a sample area model The definition for an area model is contained in a configuration file (.cfg) that you build using the FactoryTalk Batch Equipment Editor. In this exercise, you will look at a configuration file, ice_cream.cfg, which was installed with FactoryTalk Batch.

  • Page 39: Navigate Within The Area Model

    Chapter 3 FactoryTalk Batch Equipment Editor introduction Navigate within the area To navigate within the area model, use the Go Down and Go Up toolbar buttons. Double-clicking an icon in the Design View takes you down through model the area model.

  • Page 40: Create And Configure A Phase Class

    Additionally, enable or disable the use of control strategies and material-based recipes for the phase class. Tip: The use of material-based recipes requires the installation of FactoryTalk Batch Material Manager. • The Parameters tab contains a list of parameters associated with the phase class.

  • Page 41: Create A Sample Phase Class

    Chapter 3 FactoryTalk Batch Equipment Editor introduction • The Messages tab contains a list of messages associated with the phase class. Phase class messages are typically used for journal entry purposes and for troubleshooting phase logic problems. In some instances, the message may be displayed to the operator. A phase class message has two pieces of data associated with it: name and message ID.

  • Page 42: Create And Configure Phases

    Parameter/Tag Locking is disabled, you can select the appropriate set of parameter limit tags for each parameter. • The Report Limit Tags tab is used to enable the FactoryTalk Batch Equipment Editor to determine and build the tags required to...

  • Page 43: View A Sample Factorytalk Batch Tags

    3. Select Cancel to close the dialog box. View a sample FactoryTalk FactoryTalk Batch uses phase tags to connect and talk to the phase logic in the PCD. Phase logic is code that issues real-time commands to actual devices in Batch tags the plant.

  • Page 44: Create A Sample Signature Template

    Tip: The following exercises require you to save the area model. If you want to preserve the original area model, exit the FactoryTalk Batch Equipment Editor without saving the changes, and copy the SampleDemo1.cfg file to a different location before proceeding with the following steps.

  • Page 45: Use Signature Templates

    User or Group dialog box opens. 12. In the Filter box, select Show all. 13. Select OPER and select OK. (See the FactoryTalk Batch Administrator Guide for more information on security.) 14. Select OK to save the Create Signature Template dialog box. (See the FactoryTalk Batch Equipment Editor User Guide for more information on creating and configuring Signature Templates.)

  • Page 46: Use Signature Templates With Recipe Approvals

    Assigning signature templates to recipe approval steps is handled in the FactoryTalk Batch Equipment Editor Recipe Approvals Configuration dialog box. Approval signoffs are executed in the FactoryTalk Batch Recipe Editor.
  • Page 47 Chapter 3 FactoryTalk Batch Equipment Editor introduction To use signature templates with recipe approvals: 1. In the FactoryTalk Batch Equipment Editor, select Recipe Approvals Configuration from the Edit menu to open the Recipe Approvals Configuration dialog box. Tip: If your account has been granted View Only access rights under FactoryTalk Policies, the dialog box opens but OK is disabled--any changes you make are not saved.

  • Page 48: Enable Recipe Version Control

    See Configure recipe approval steps in the FactoryTalk Batch Equipment Editor User Guide for more information on recipe approvals configuration. See Approve a recipe in the FactoryTalk Batch Recipe Editor User Guide for more information on recipe approval. Enable recipe version...

  • Page 49: Share Equipment

    • Created a phase class. • Created a signature template. • Enabled a command verification policy. • Examined phase tags. • Created a phase. (See the FactoryTalk Batch Equipment Editor User Guide for more information about the FactoryTalk Batch Equipment Editor.)

  • Page 51: Factorytalk Batch Recipe Editor Introduction

    Chapter 4 FactoryTalk Batch Recipe Editor introduction The FactoryTalk Batch Recipe Editor is used to create and configure master recipes. The FactoryTalk Batch Recipe Editor lets you use tables, sequential function charts, or both, to graphically organize procedural information into unit procedures, operations, and phases.
  • Page 52 Chapter 4 FactoryTalk Batch Recipe Editor introduction Open the FactoryTalk Batch Use the following instructions to open the FactoryTalk Batch Recipe Editor. Recipe Editor To open the FactoryTalk Batch Recipe Editor: 1. Select Start > Rockwell Software > Recipe Editor. A blank FactoryTalk Batch Recipe Editor window displays.

  • Page 53: Open A Recipe

    Selecting a component within either view will highlight the corresponding item in the Procedure View pane. The FactoryTalk Batch Recipe Editor also has a menu bar, toolbar, and a Recipe Construction toolbox. Take a moment to examine the menus and the tooltips for each toolbar icon and toolbox tool.

  • Page 54: Review The Recipe Structure

    When Release Recipe as Step is true (box is checked), the recipe can be used by other recipes. When Release Recipe to Production is true, the recipe is shown in the Recipe List in FactoryTalk Batch View, eProcedure, and ActiveX Controls. This allows batches to be created from the recipe.

  • Page 55: Change The Recipe View

    2. Select Tile to view both the SFC and table views simultaneously. Move down through SFC Like the FactoryTalk Batch View, the FactoryTalk Batch Recipe Editor allows you to view all of the SFC levels by double-clicking the SFC step or selecting levels the step from the Procedure View area.
  • Page 56 Chapter 4 FactoryTalk Batch Recipe Editor introduction 2. Double-click the CLS_SWEETCREAM_UP:1 step in the SFC to move to the Unit Procedure (UPC) level. Notice that the blue highlight in the Procedure View indicates the selected level and that the letters UPC display in the lower right corner of the window.

  • Page 57: Move Up Through Sfc Levels

    Procedure at the top of the SFC to return to the Batch Procedure level. Add steps You build a recipe by adding steps. The FactoryTalk Batch Recipe Editor automatically adds and configures the transitions between the steps. Add a sequential step in the Use the following instructions to add a sequential step in the operation level.

  • Page 58: Add A Parallel Step In The Sample Operation Level

    Chapter 4 FactoryTalk Batch Recipe Editor introduction arrange functionality of the FactoryTalk Batch Recipe Editor greatly simplifies both the recipe creation and modification processes and also increases the overall readability of the recipe. Add a parallel step in the Use the following instructions to add a parallel step in the operation level.

  • Page 59: Add Recipe Comments To The Sample Operation

    3. Type 100 in the Value box, and then select Display so the value displays on the SFC. 4. Select OK to return to the FactoryTalk Batch Recipe Editor window. Next, you decide to change the parameter for TEMP_CTL:1 so that the operator can enter the amount when the batch is run.

  • Page 60: Remove Steps

    6. Select outside the text box when the comment is complete. Remove steps When you remove a step from the recipe, the FactoryTalk Batch Recipe Editor will reconfigure the links and transitions accordingly. However, sometimes the links and transitions are complex and you may have to redo the links and reconfigure the transitions manually.
  • Page 61 Chapter 4 FactoryTalk Batch Recipe Editor introduction 4. Select and drag the pointer from the step labeled CLS_SWEETCREAM_UP:1 to the new TRUE transition. Release the mouse button to add the link. IMPORTANT All loops and transitions must branch to the right side of the sequential function chart as shown.

  • Page 62: Verify The Recipe

    Chapter 4 FactoryTalk Batch Recipe Editor introduction Verify the recipe After a recipe is created or edited, it needs to be verified to make sure it was configured properly and that it will run against a particular set of equipment (the area model).

  • Page 63: Factorytalk Batch Recipe Editor Summary

    • Exited the FactoryTalk Batch Recipe Editor. This chapter provided a brief overview of the capabilities of the FactoryTalk Batch Recipe Editor module. (See the FactoryTalk Batch Recipe Editor User Guide for more information on the FactoryTalk Batch Recipe Editor.)

  • Page 65: Factorytalk Batch View Introduction

    The zero-install browser simplifies administration and maintenance. As the only native client application that supports the new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch solutions.
  • Page 66 FactoryTalk Batch View introduction To open FactoryTalk Batch View: 1. Select Start > Rockwell Software > View. The FactoryTalk Batch View window opens to the Batch List view, which is one of the ten views accessible using the toolbar buttons.
  • Page 67 Chapter 5 FactoryTalk Batch View introduction Run a sample batch In this exercise, add a batch of French Vanilla ice cream to the Batch list and start the batch. To run a sample batch: 1. Select the Add Batch command button. The Recipe List dialog box opens, listing the recipes that are released to production, which constitute the master recipe list for a facility.
  • Page 68 Tip: If you are not prompted to confirm the Start command, you must open the Batch Service Manager, stop the FactoryTalk Batch Server, and then restart it. Wait for the data server status to change to G (Good).

  • Page 69: Examine The Batch

    Chapter 5 FactoryTalk Batch View introduction Examine the batch Use the following instructions to examine the batch. To examine the batch: 1. Select the Procedure as SFC button to examine the batch as it is running. The Procedure as SFC view displays the sequential function charts (SFCs) of the currently selected batch, where you can watch the batch execute its steps and transitions.

  • Page 70: Navigate The Sfc

    Chapter 5 FactoryTalk Batch View introduction • The Auxiliary Index contains five tabs that display information regarding the recipe, prompts, parameters, reports and arbitration for the step that is selected in the Procedural Hierarchy or the SFC. 2. Spend a few moments adjusting the split bars to view the State column in the Procedural Hierarchy area and to maximize the SFC.
  • Page 71 Chapter 5 FactoryTalk Batch View introduction 2. Double-click the CLS_SWEETCREAM_OP:1 box in the SFC to go to the Operation (OP) level. There are six phases within this operation: ADD_EGG:1, ADD_SUGAR:1, AGITATE:1, ADD_CREAM:1, TEMP_CTL:1, and ADD_MILK:1. 3. Reduce the size of the SFC so you can see more of the structure.

  • Page 72: Remove The Sample Batch From The Batch List

    Chapter 5 FactoryTalk Batch View introduction Remove the sample batch The state of a batch becomes COMPLETE once the batch has finished running. If a batch is in a COMPLETE state and in either AUTO (O_AUTO) or from the Batch List SEMI_AUTO (S_AUTO) mode, you can remove it from the Batch List.
  • Page 73 WP_MIXER2 does not appear in the list because the other unit procedures in the batch are bound to WP_FREEZER1, which is linked to WP_MIXER1. You want the FactoryTalk Batch Server to prompt the operator to select the unit to bind to the unit procedure as the batch runs.

  • Page 74: Add A Comment To A Sample Batch

    SFC view to see how the binding changes. 2. Select the Procedure as SFC button. Notice that the first transition indicates BINDING, which means the FactoryTalk Batch Server is trying to acquire an equipment phase to run the CLS_SWEETCREAM unit procedure.
  • Page 75 Chapter 5 FactoryTalk Batch View introduction 4. Double-click the TEST_2 batch. The Prompt to Bind Unit Requirement dialog box opens indicating that WP_MIXER1 and WP_MIXER2 are the mixers available to bind to the recipe. 5. Select WP_MIXER2 from the Select Unit to bind to Unit Requirement list, and then select OK.

  • Page 76: View The Sample Batch Event Journal

    Chapter 5 FactoryTalk Batch View introduction View the sample batch The FactoryTalk Batch Server gathers detailed data for every action that takes place during the execution of all batches and places the data within an event journal electronic batch record. You can filter and view this data in the Event Journal window.

  • Page 77: Control A Phase Manually

    Chapter 5 FactoryTalk Batch View introduction TEST_2 batch. You must adjust the column headings to view the entire message as shown in this figure. Control a phase manually When you are testing your recipe, you may want to test only one phase at a time.
  • Page 78 Chapter 5 FactoryTalk Batch View introduction 4. Select the WP_ADD_EGG_M1 icon, and then select the Acquire command button. Select Yes to confirm the acquisition of the phase. Notice the green operator (Opr) light, which indicates that the WP_ADD_EGG_M1 phase is now owned by the operator.

  • Page 79: Resolve Arbitration Issues

    Yes to confirm the reset. You can run this phase as many times as necessary to test it. When you are done testing, release control back to FactoryTalk Batch so the phase can run as part of a recipe.
  • Page 80 Chapter 5 FactoryTalk Batch View introduction To resolve arbitration issues: 1. Select the Phase Control button. The Phase Control view opens and displays the process cell. 2. Double-click the WEST_PARLOR icon, and then select the WP_MIXER1 icon. A list of the phases within WP_MIXER1 are displayed in the Phases section.
  • Page 81 Chapter 5 FactoryTalk Batch View introduction 9. Scroll down and notice that the WP_XFR_OUT_M1 phase is owned by the Operator. 10. Select the Arbitration button. The Arbitration window opens to the phase that you selected in the SFC view. The operator uses this window to view current resource allocation information, acquire available resources, and release operator-owned resources.

  • Page 82: Phase Control Window

    Configure the FactoryTalk You can customize each of the ten views in the FactoryTalk Batch View window. For example, you can change the default MS Sans Serif font to any Batch View installed font on your computer.

  • Page 83: Exit The Factorytalk Batch View

    Batch List view. 2. Take a moment to examine all the tabs to see the variety of changes you can make to the views in the FactoryTalk Batch View window. 3. Select Cancel to close the System Configuration and Defaults dialog box without saving any changes.
  • Page 84 • Resolved an arbitration issue. • Viewed the system configuration for the FactoryTalk Batch View. This chapter provided a brief overview of the capabilities of the FactoryTalk Batch View module. (See the FactoryTalk Batch View User Guide for more information.)
  • Page 85 Chapter 6 FactoryTalk Event Archiver FactoryTalk Event Archiver collects data from the batch record files (.evt files) generated by the FactoryTalk Batch Server, and stores the data in a SQL Server database. Features and capabilities The FactoryTalk Batch Server creates an electronic batch record for every batch on the Batch List.

  • Page 86: Factorytalk Event Archiver

    This helps make sure that failures do not result in a loss of archived data. IMPORTANT When FactoryTalk Event Archiver runs at the end of a batch, the FactoryTalk Batch Server runs FactoryTalk Event Archiver as a Windows IDLE_PRIORITY process. If the system is busy, higher-priority functions supersede FactoryTalk Event Archiver slowing the archiving process.

  • Page 87: Run The Factorytalk Event Archiver To Insert Batch Record Data

    3. The electronic batch record file's name is added to the electronic batch record directory file, EventDir.txt. 4. The FactoryTalk Batch Server incrementally writes to the work queue file in FactoryTalk Event Archiver, ArchQue.txt. The data in this file consists of the path to the electronic batch record file and, if the batch has been removed from the batch list, a tab and the word REMOVED follows the file name.

  • Page 88: Factorytalk Event Archiver Summary

    Chapter 6 FactoryTalk Event Archiver FactoryTalk Event Archiver In this section you: summary • Learned about the system architecture of the FactoryTalk Event Archiver. This chapter provided a brief overview of the capabilities of the FactoryTalk Event Archiver. (See the FactoryTalk Event Archiver User Guide for more information.)

  • Page 89: Factorytalk Batch Activex Factorytalk Batch Activex Controls

    The FactoryTalk Batch ActiveX Controls Library is designed especially for FactoryTalk Batch. Tip: To use the FactoryTalk Batch ActiveX Controls Library, you must install Microsoft Visual Basic. Tested Third-Party Software FactoryTalk Batch release notes...

  • Page 90: Controlrecipelist Interface

    FactoryTalk Batch ActiveX controls introduction • SignatureList control, which performs the functions of the Batch Signature List window in the FactoryTalk Batch View application • ProcedureView control, which performs the functions of both the Procedure as Table and Procedure as SFC windows in the FactoryTalk Batch View application •...

  • Page 91: Controlrecipelist Shortcut Menu

    Chapter 7 FactoryTalk Batch ActiveX controls introduction ControlRecipeList shortcut The ControlRecipeList control includes a shortcut menu that can be accessed by right-clicking anywhere within the control. The availability of the menu commands on the shortcut menu is determined by where the right-click occurred;...

  • Page 92: Promptslist Interface

    Open the PromptsList Like the Unacknowledged Prompts window within the FactoryTalk Batch View, the PromptsList control is used to acknowledge any prompts generated control while running a batch.

  • Page 93: Signaturelist Interface

    View security. Open the SignatureList Like the Signature List View window within the FactoryTalk Batch View, the SignatureList control is used to recognize and sign off any signatures control generated while running a batch. Incomplete signatures remain in the SignatureList window until the signature is completed or until the batch is STOPPED or ABORTED.

  • Page 94: The Procedureview Control

    Chapter 7 FactoryTalk Batch ActiveX controls introduction • Using Windows Explorer to open an executable (.exe) • Creating a shortcut for the control on the Windows Desktop • Adding the control to the Batch folder in the Start menu Consult your System Administrator for information on setting up and executing any of these options.

  • Page 95: Sfc View Interface

    Open the ProcedureView Like the Procedure as Table and Procedure as SFC windows located within the FactoryTalk Batch View, the operator uses the ProcedureView to command control and view control recipes that have been added to the Batch List.

  • Page 96: The Timerview Control

    The TimerView ActiveX control provides a shortcut menu that can be accessed by right-clicking anywhere within the control. The shortcut menu allows you to log on to the FactoryTalk Batch View Security, and to filter Timers contained in control recipes that have been added to the Batch List.

  • Page 97: Factorytalk Batch Activex Controls Summary

    • ControlRecipeList Control • PromptsList Control • SignatureList Control • ProcedureView Control • TimerView Control This chapter provided a brief overview of the capabilities of the FactoryTalk Batch ActiveX Controls. (See the FactoryTalk Batch ActiveX Controls Library User Guide for more information.)

  • Page 99: Pc-Based Phases Introduction Pc-Based Phases

    PC-based phases introduction The PC-Based Phase option is an ActiveX control that allows you to design phases for use in FactoryTalk Batch recipes. These phases can be used for a variety of tasks, such as operator prompts, timers and calculations. A PC- based phase communicates with the FactoryTalk Batch Server and does not require a process-connected device.

  • Page 100: Execution Of A Pc-Based Phase Example

    (QC) and then enter the results. The phase communicates with the FactoryTalk Batch Server by way of the Batch Phase Execution control. The phase can direct the server to prompt the operator, wait for results and have the FactoryTalk Batch Server store the result in the electronic batch record.
  • Page 101 Chapter 8 PC-based phases introduction control, which stores the value in the electronic batch record. While the phase is executing, an activity log file is updated with process events. In Step 4, control is returned to the recipe, and it continues processing the balance of the transitions and steps.

  • Page 102: Pc-Based Phases Summary

    PC-based phases summary In this section you: • Learned about the execution of PC-based phases. This chapter provided a brief overview of the capabilities of PC-based phases. (See the FactoryTalk Batch PC-Based Phase Programmer Technical Reference Guide for more information.)

  • Page 103: Glossary

    An Action is a queued Execute command to the FactoryTalk Batch Server that is pending one or more Signature completions prior to being performed. action ID A 32-bit unsigned integer that uniquely identifies an action.
  • Page 104 Appendix A Glossary Batch View, and also provides the ActiveX tools needed to create a custom user interface. allocation A form of coordination control that assigns a resource. An allocation can be for the entire resource or for portions of a resource. AND (Divergence) A structure in the sequential function chart (SFC) that indicates steps are activated concurrently.
  • Page 105 Appendix A Glossary assigning The act of issuing a value to a parameter. automation server A software application that contains objects that can be used easily by other applications through the encapsulation and reuse of code. batch An entity that represents the production at any point in the process. A batch is a running control recipe.
  • Page 106 Appendix A Glossary binding preference A Binding Preference is an object that can be evaluated against instance of a unit class in order to sort the legal bind targets for a unit requirement into a most preferred order. binding requirement A Binding Requirement is an object that can be evaluated against instances of a unit class to determine which instances of the class are legal bind candidates for a unit requirement.
  • Page 107 Appendix A Glossary client A component or subsystem that uses data or functionality provided by some other component or subsystem (the server). The term can also refer to the computer that executes this software, connecting to a server computer across a communication network. command buttons The buttons used to initiate functions.
  • Page 108 A type of control that directs, initiates, or modifies the execution of the procedural control and the utilization of equipment entities. data server A data server provides runtime information to the FactoryTalk Batch Client or the HMI software. This information comes from the PLC or PCD.
  • Page 109 The step formula value specified as being the one to be displayed as part of the SFC in the Procedure as SFC View window. download A request from a phase to the FactoryTalk Batch Server to send it data. downstream unit requirements If dynamic unit allocation is enabled, downstream unit requirements may be defined for class-based and instance-based unit procedures.
  • Page 110 Appendix A Glossary end of batch archiving The FactoryTalk Batch Server automatically runs the Archiver when a batch is removed from the Batch list. equipment editor The equipment configuration module of the FactoryTalk Batch components. The FactoryTalk Batch Equipment Configure resources, phases, units, and communications data.
  • Page 111 • This is one of the ways that units are selected for binding. This is called late unit binding or dynamic unit allocation. When automatically selecting a unit for binding, the FactoryTalk Batch Server tries to use...
  • Page 112 General information about the recipe that includes the procedure identifier, version number, version date and the author. Human-Machine Interface (HMI) An application used in conjunction with the FactoryTalk Batch View to control the manufacturing equipment within a plant. The HMI...
  • Page 113 The Archiver, running as a Windows service, inserts records from the electronic batch record file into the specified database at a pre-defined interval. The Archiver is controlled from the FactoryTalk Batch Service Manager dialog box or the Windows Control Panel Services window.
  • Page 114 Appendix A Glossary manual mode The mode of a control recipe when the procedure does not sequence automatically. Transitions are not checked, therefore the step performs its assigned functions and no further action is taken without operator intervention. master recipe A type of recipe that accounts for equipment capabilities and may include process cell-specific information.
  • Page 115 A communications protocol that provides a defined set of COM interfaces that in turn provide data access functions. OPC can be used by the FactoryTalk Batch Server as a more flexible and powerful alternative to the Dynamic Data Exchange (DDE) communications protocol when communicating with process-connected devices (PCDs).
  • Page 116 The mode of a control recipe when the procedure is sequencing automatically. PCD (Process-connected Device) Hardware that allows the FactoryTalk Batch Server to communicate with the equipment in a facility. PLC (Programmable Logic Controller) A control device. Logic (programs) contained in the PLC read or write to the inputs or outputs of the field devices.
  • Page 117 Appendix A Glossary parameter expression An arithmetic expression that may be assigned to an input parameter or output parameter of a phase, operation, or unit procedure step that can reference other parameters and recipe header data within a recipe. The expression is evaluated and the result stored as the value of the parameter.
  • Page 118 Appendix A Glossary phase state Term that appears inside the State Frame declaring the phase’s current condition: IDLE, READY, RUNNING, ARMING, ARMED, FIRING, CONNECTING, DOWNLOADING, UPLOADING, UPLOADHELD, STARTING, COMPLETE, HOLDING, HELD, RESTARTING, STOPPING, STOPPED, ABORTING, ABORTED or UNKNOWN. primary approval process A full and formal approval process to validate the development and maintenance of batch recipes.
  • Page 119 System components that provide diagnostic information to the FactoryTalk Diagnostics system. Providers can be FactoryTalk system elements or applications such as the FactoryTalk Batch Equipment Editor and FactoryTalk Batch Recipe Editor. recipe approvals process An umbrella term for the Primary approval and Expedited approval processes that are used to validate the development and maintenance of batch recipes.
  • Page 120 Directory of saved recipes. Recipe Editor The master recipe building application of the FactoryTalk Batch system. The FactoryTalk Batch Recipe allows the user to perform recipe management. recipe formula parameter A parameter specific to a recipe. A parameter can be used to pass values from one level of a recipe to the next lower level.
  • Page 121 Editable copies of versioned recipes are created using the File > Check out command in the FactoryTalk Batch Recipe Editor--these are called WIP (work-in-progress) recipes. If the area model that underlies a versioned recipe changes, the recipe becomes an Obsolete recipe.
  • Page 122 A value specific to a phase. It is a value that is passed from the process- connected device (PCD) to the FactoryTalk Batch Server where it can be used in reports. Typically, the report parameter is a process value.
  • Page 123 Appendix A Glossary resource’s perspective Function in the Arbitration Focus window that allows the viewing, acquiring or releasing of resources or running recipes that currently own or are requesting to own a selected resource. resource list When the perspective is resource in the Arbitration Focus window, the roster of resources is the resource list.
  • Page 124 A software application that communicates with another software application (the client). The server normally supplies data or functions to the client. The FactoryTalk Batch Server is both a client and a server. When communicating with the FactoryTalk Batch View component, the FactoryTalk Batch Server acts as the server;...
  • Page 125 A binding method where a step or set of steps is bound to equipment when the recipe is built in the FactoryTalk Batch Recipe Editor (equipment bindings are specified in the master recipe). Material phase steps are never statically bound.
  • Page 126 Appendix A Glossary subarbitration The process of arbitrating the use of a dedicated resource required by phases operating in parallel within a control recipe. A named area of the process-connected device or controller’s memory where data is stored. It is the basic mechanism for allocating memory, referencing data from logic, and monitoring data.
  • Page 127 Appendix A Glossary unit procedure/unit procedure level A production sequence (consisting of contiguous operations and algorithms necessary for the initiation, organization, and control of those operations) executed within a unit. The unit procedure level is a general term for the level that contains unit procedures in a recipe. upload A request from a phase to send data to a batch server.
  • Page 128 Obsolete recipe. view The recipe execution application of the FactoryTalk Batch components. The FactoryTalk Batch View allows the operator to create and run a batch, control phases, arbitrate resources, and view event data. WIP (work-in-progress) recipe An editable copy of a versioned recipe. When Recipe Version Control is...

  • Page 129: Index

    Batch View 65 Batch View 83 exit 83 Equipment Editor 49 start 65 BATCHCTL 26 binding at batch creation 67 FactoryTalk Batch components 13 manually 72 preference 103 requirement 103 global unit 72 binding requirement 103 binding requirement unit attribute 103...
  • Page 130 Index open 95 table view interface 94 icon process-connected device (PCD) 37 phase 43 prompts 91 Instrument Society of America (ISA) 14 unacknowledged 74 interface PromptsList Equipment Editor 37 interface 92 Recipe Editor 52 open 92 ISA (Instrument Society of America) 14 shortcut menu 92 MBA (modular batch automation) 14 rebuild...
  • Page 131 Index Batch Server 25 configure 82 SFC (sequential function chart) 69 share equipment 49 Windows Service Manager 25 signature template, add 44 SignatureList interface 93 open 93 shortcut menu 93 simulator 34 open sample demonstration files 34 size SFC area 69 start Batch View 65 Equipment Editor 37...
  • Page 132 At the end of life, this equipment should be collected separately from any unsorted municipal waste. Rockwell Automation maintains current product environmental information on its website at rok.auto/pec. Allen-Bradley, expanding human possibility, Logix, Rockwell Automation, and Rockwell Software are trademarks of Rockwell Automation, Inc. EtherNet/IP is a trademark of ODVA, Inc.

Table of Contents