Quick Start Guide Profaceconnect en
Quick Start Guide Profaceconnect en
PFCNT-QSG_02
The information provided in this documentation contains general descriptions and/or technical
characteristics of the performance of the products contained herein. This documentation is not
intended as a substitute for and is not to be used for determining suitability or reliability of these
products for specific user applications. It is the duty of any such user or integrator to perform the
appropriate and complete risk analysis, evaluation and testing of the products with respect to the
relevant specific application or use thereof. Neither Schneider Electric nor any of its affiliates or
subsidiaries (hereinafter, referred to as Schneider Electric) shall be responsible or liable for misuse
of the information that is contained herein. If you have any suggestions for improvements or
amendments or have found errors in this publication, please notify us.
You agree not to reproduce, other than for your own personal, noncommercial use, all or part of
this document on any medium whatsoever without permission of Schneider Electric, given in
writing. You also agree not to establish any hypertext links to this document or its content.
Schneider Electric does not grant any right or license for the personal and noncommercial use of
the document or its content, except for a non-exclusive license to consult it on an "as is" basis, at
your own risk. All other rights are reserved.
All pertinent state, regional, and local safety regulations must be observed when installing and
using this product. For reasons of safety and to help ensure compliance with documented system
data, only the manufacturer should perform repairs to components.
When devices are used for applications with technical safety requirements, the relevant
instructions must be followed.
Failure to use Schneider Electric software or approved software with our hardware products may
result in injury, harm, or improper operating results.
Failure to observe this information can result in injury or equipment damage.
TRADEMARKS
Schneider Electric has made every effort to supply trademark information about company names,
products, and services mentioned in this manual.
GP-Pro EX, BLUE, and GP-Viewer EX are registered trademarks or trademarks of Schneider
Electric.
Microsoft, Windows, Windows Vista, Windows Server, Internet Explorer, Windows Media, Excel,
Visio, DirectX, Visual Basic, Visual C++, and Visual Studio are registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
GateManager, LinkManager, and SiteManager, are registered trademarks of Secomea A/S.
All other brands and products referenced in this document are acknowledged to be the trademarks
or registered trademarks of their respective holders.
Copyright © 2019 Schneider Electric Japan Holdings Ltd. All rights reserved.
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Pro-face Connect
Table of Contents
Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
About the Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Pro-face Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Use Case Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Step 1: Connecting to the GateManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Step 2: Creating User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Step 3: Enabling the SiteManager Connection of the HMI Appliance to GateManager 15
Step 4: Registering an Appliance on GateManager . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 5: Creating an Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Step 6: Installing LinkManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Step 7: Starting LinkManager and Connecting to Device . . . . . . . . . . . . . . . . . . . . . . . 22
Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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Pro-face Connect
Safety Information
Important Information
NOTICE
Read these instructions carefully, and look at the equipment to become familiar with the device
before trying to install, operate, service, or maintain it. The following special messages may appear
throughout this documentation or on the equipment to warn of potential hazards or to call attention
to information that clarifies or simplifies a procedure.
PLEASE NOTE
Electrical equipment should be installed, operated, serviced, and maintained only by qualified
personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of
the use of this material.
A qualified person is one who has skills and knowledge related to the construction and operation
of electrical equipment and its installation, and has received safety training to recognize and avoid
the hazards involved.
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Pro-face Connect
At a Glance
Document Scope
This document describes how to quickly install, configure, and test Pro-face Connect. Pro-face
Connect provides secure remote access to data generated by devices as if you were on site.
NOTE: Read and understand this document and all related documents (see page 7) before
installing, operating, or maintaining your Pro-face Connect.
Pro-face Connect users should read through the entire document to understand all features.
Validity Note
This documentation is valid for this product.The technical characteristics of the device(s) described
in this manual also appear online at http://www.pro-face.com.The characteristics presented in the
present document should be the same as those that appear online. In line with our policy of
constant improvement we may revise content over time to improve clarity and accuracy. In the
event that you see a difference between the document and online information, use the online
information as your reference.
Restrictions about this product are available at http://www.pro-
face.com/trans/en/manual/1072.html.
Related Documents
You can download the manuals related to this product, such as the software manual, from our
support site at http://www.pro-face.com/trans/en/manual/1001.html
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Pro-face Connect
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Pro-face Connect
Pro-face Connect
Overview
Pro-face Connect allows technicians and programmers to remotely monitor, diagnose, control, and
program devices. This can significantly reduce the cost of maintaining devices and maximize
device uptime. Remote access to the device is achieved by means of a private, point-to-point
connection. Access to this connection is strictly controlled and all data sent and received on the
connection is encrypted.
Use Case
This quick start guide presents a typical use case for the deployment of Pro-face Connect. It
describes how to install and configure the components of a Pro-face Connect solution, then use
them to control an HMI display unit located on a remote work site from a laptop computer located
in a local office.
The following figure shows the use case:
NOTE: The HMI appliance and the PLC must be on the same local network at the work site. Modify
all IP addresses that appear in this guide to those used on your network.
NOTE: This document illustrates one possible use case. Pro-face Connect supports many different
device types and architectures. Adapt the steps in this document to correspond to your
environment.
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Use Case Components
Overview
The following sections describe the components of the use case solution.
For overall system requirements, refer to Operating Environment.
Licenses
You must have a pack of licenses to use Pro-face Connect.
For more information about the available license types, click on the following link: http://www.pro-
face.com/trans/en/manual/1061.html.
This document assumes the use of a 30-day free trial pack of licenses, which includes:
1 x Pro-face Connect LinkManager license
1 x Pro-face Connect SiteManager Extended 5 agents license
HMI/IPC Appliance
This use case assumes the use of a GP4000 Series touchscreen display unit compatible with the
latest version of the GP-Pro EX (Ver. 4.07.100 or later).
NOTE:
The HMI appliance must have Internet access. For HMI appliances with no Web browser in the
application, you can check this as follows:
1. Temporarily connect a PC at the same network connection point
2. Set the PC network settings to those of the HMI appliance
3. Start an Internet browser on the PC and check you can access Web pages.
This may require retrieving settings or obtaining authorization from the IT infrastructure of the work
site. Only outbound authorization is required in most cases.
For a complete list of appliances that support Pro-face Connect, refer to Supported Model List.
SiteManager
The SiteManager software runs on the HMI appliance. It is installed on the appliance as part of GP-
Pro EX RunTime.
To be registered with the GateManager component, SiteManager requires outgoing access to
specific ports and protocols. At least one of the following outbound rules must be granted on the
HMI appliance:
TLS through Web proxy
HTTPS to remote IP address of GateManager, remote port 443
TLS over HTTP to remote IP address of GateManager, remote port 80
The SiteManager has a web user interface in order to configure it. The SiteManager web user
interface is accessible from the GateManager web user interface.
LinkManager
The LinkManager software is installed on a laptop computer in the office and is typically used by
service engineers. LinkManager allows secure remote access to devices.
This use case assumes:
A laptop computer running Windows 10, 64-bit edition
A Windows user account on the laptop computer with administrator privileges.
Access to the Internet using the HTTPS protocol. This may need to be configured on the
corporate firewall and/or the personal firewall on the PC.
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Pro-face Connect
LinkManager Mobile
LinkManager Mobile allows users to remotely access equipment via their iPhone, iPad or Android
devices.
It is designed for accessing graphical interfaces on PLCs or HMIs, for example.
For more information, refer to the Pro-face Remote HMI FAQ on the Pro-face Website.
GateManager
The GateManager software runs on a Schneider Electric-hosted network server. You use
GateManager to create secure, encrypted connections between appliances on the work site and
the LinkManager software running on personal computers in the office. The Web-based user
interface requires use of the HTTPS protocol. When you request a trial license, or purchase a
license, a secure, private customer domain folder on the server is automatically created. Login
credentials of a GateManager administrator account on this customer domain are then provided
by email.
It is the role of the GateManager administrator to configure this domain. This involves:
Attaching purchased licenses to SiteManager appliances.
Creating subdomains for organizing equipment based on their purpose, access level, physical
location, and so on.
Verifying for the entire customer domain the network status of all SiteManager and LinkManager
components.
Creating and managing other GateManager administrator accounts and LinkManager user
accounts.
WARNING
EQUIPMENT DAMAGE
Before any maintenance action, ensure by phone that you have on-site agreement.
Before any update, ensure that you have a stable Internet and electricity environment.
In particular, do not use 3G through a mobile phone setup as tethering hotspot for any update
Failure to follow these instructions can result in death, serious injury, or equipment damage.
Device
This use case assumes the use of a PLC, which has a configurable Ethernet interface. The device
must be physically connected to the HMI appliance with an Ethernet cable. Make a note of the
Ethernet configuration details (IP address and subnet mask) of the device.
Pro-face Connect supports a wide range of both Schneider Electric and third-party devices.
Internet Browser
An Internet browser is required to access the Web-based user interfaces of LinkManager,
SiteManager, and GateManager.
This document assumes the use of Google Chrome version 67. Any recent version of Mozilla
Firefox or Internet Explorer 9 (or later) can also be used.
8
Configuring a Web-Proxy Server
Depending on the network policies in place at the work site, outgoing connections to the Internet
may be restricted (IP address range blocked, port range blocked, protocol types blocked, and so
on). Both the SiteManager and LinkManager components may require a Web proxy to access the
Internet.
If this is the case, contact the network administrator of your work site for help in setting up the
connection to the Internet to use a Web proxy.
The SiteManager user interface, for example, allows you to configure a Web proxy:
Web-proxy Address. IP address of the Web proxy. An IP address, optionally followed by a colon
(:) and a port number. For example, 10.11.0.100:9400 or 10.0.11.0.100 (port 80 is used by
default).
Web-proxy Account. Web proxy user name, if any.
Web-proxy Password. Password for the Web proxy user name, if any.
NOTE: For information on how to enter this interface, or details about each setup item, refer to the
GP-Pro EX Reference Manual.
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Pro-face Connect
Installation Overview
Installation Steps
WARNING
UNINTENDED EQUIPMENT OPERATION
This product must be installed and configured by qualified software installation staff with
administrator rights.
Failure to follow these instructions can result in death, serious injury, or equipment damage.
Overview
The first step is to request a trial license for Pro-face Connect, then log in to the GateManager user
interface using the credentials provided. This step can be done on the laptop computer in the office
or any other computer.
Step Action
1 Contact your country’s point of sale.
2 Ask for a Pro-face Connect trial, by providing an email address for receiving the credentials of
a user account for the usage of such a trial.
Result: A message is sent to the email address you provide.
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Logging In to GateManager
Step Action
1 Open the email that you receive, which contains all the information you need to log in to
GateManager. For example:
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Pro-face Connect
Step Action
7 Click Login.
Result: The GateManager user interface is displayed:
Overview
Once you have accessed the GateManager user interface, the next step is to create user accounts.
Before starting, take time to consider these roles within your organization. There may be more than
one role per person, depending on the size of your organization. Therefore, you may require to
create multiple accounts for the same physical person.
12
Creating the Domain Administrator, the Basic Administrator, and the LinkManager User Accounts
Step Action
1 The first time you log in to the GateManager user interface, a wizard screen is displayed on the
right:
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Pro-face Connect
Step Action
3 Click Next. The following wizard screen is displayed:
Result: An email is sent to the address you specified when requesting the trial license
(see page 10). You will use this email later to install LinkManager (see page 21).
4 Click Next. The final page of the wizard is displayed:
5 Click Finish.
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Step 3: Enabling the SiteManager Connection of the HMI Appliance to GateManager
Overview
The next step is to enable the SiteManager software on the HMI appliance and establish a network
connection between the appliance—physically located on the work site—and the GateManager
server.
Step Action
1 Enter Offline mode, then on the menu touch Main Unit Settings - Remote Viewer Settings, and
select SiteManager Embedded.
NOTE:
When SiteManager Embedded is not available, use GP-Pro EX Ver.4.07.100 or later to
transfer the system to the display unit.
For information on how to enter Offline mode, or details about each setup item, refer to the
GP-Pro EX Reference Manual. You can download the manual from the Pro-face support
site.
2 Set the Remote Management option to Enabled:
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Pro-face Connect
Overview
Every HMI/IPC appliance and device deployed as part of a Pro-face Connect solution must be
associated with a license you have purchased. This association is made in the GateManager user
interface.
Step Action
1 If you are not already logged in, log in to the GateManager user interface (see Connection to
the GateManager (see page 10)).
2 In the Tree tab on the left, find the following entry:
A SiteManager agent is a user-defined rule for building a remote connection to either the
SiteManager appliance or a device connected to the SiteManager appliance on the work site.
Creating an Agent (see page 18) describes how to create the rule for this use case.
Either a SiteManager Extended, 5 Agents license (included in the trial version) or a SiteManager
Extended, 10 Agents license (see page 7) is required for this use case.
Make sure that there is at least one available license. If the license icon is red and 0 appears
( ), there are no more available licenses. In this case, return to the Pro-face Connect web
site or contact your reseller to purchase additional licenses.
16
Step Action
3 In the Tree tab on the left, select the appliance to register. Appliances are labeled with the
domain prefix and appliance name you assigned in GP-Pro EX RunTime when configuring the
connection to GateManager:
The properties of the appliance appear in the Appliance tab on the right.
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Pro-face Connect
Overview
The next step is to create an agent that will allow direct access to the Ethernet interface of the PLC
at the work site.
An agent is a user-defined rule containing all the parameters necessary for LinkManager to
connect to an individual device. To connect to 5 devices, for example, you would need to create 5
different agents. The license in the trial version is an extended 5 license: up to 5 agents can be
used with this appliance, permitting up to 5 extended devices behind the HMI/IPC appliance.
Extended devices are those accessible from the HMI/IPC appliance over the network of the work
site.
It is also possible for multiple agents to connect to the same device: for example one to establish
an FTP connection to the device, and another to build a GP-Pro EX project transfer connection to
the device.
Creating an Agent
Proceed as follows:
Step Action
1 On the PC logged in to the GateManager user interface (see page 11), right-click on the GP-
4601T appliance in the Tree tab on the left and choose Open SiteManager GUI.
Result: The SiteManager user interface opens in a new browser tab:
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Step Action
3 Click New.
4 Specify the following information:
Device Name: PLC1_Q02
Device Type: Mitsubishi Electric / Ethernet
NOTE: The Device Type list box contains the default agent definitions for access to all
supported devices (port rules, and so on).
The GENERIC device type provides full access to the device.
PC in the Device IP & Parameters column refers to the IP address of the appliance. PC can
also be selected for HMI appliances.
5 Click the Parameter Details button to display additional parameters:
Specify:
Device Address. The IP address of the PLC
Always On. Selected
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Pro-face Connect
Step Action
8 In the Tree tab on the left, select the new agent, which appears below the GP-4601T appliance:
Result: The status of the device appears in the Device tab on the right.
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Step 6: Installing LinkManager
Overview
The next step is to install LinkManager on the laptop computer in the local office.
Installing LinkManager
To install LinkManager:
Step Action
1 If you are not already logged in, log in to the GateManager user interface (see Connection to
GateManager (see page 10)) on the laptop computer in the office.
2 Click the Refresh icon in the bottom left corner of the GateManager window:
Result: GateManager checks whether the LinkManager software is installed on the laptop computer.
3 The following window appears:
a LinkManager icon appears in the Windows system tray in the bottom right of the screen.
6 Return to the GateManager window and click the Refresh icon in the bottom left of the window again:
This time, the installed LinkManager software is detected and the message changes to LinkManager:
Ready:
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Pro-face Connect
Overview
The next step is to log in to LinkManager on the laptop computer and view data generated by the
device.
Logging in to LinkManager
Step Action
1 Open the email you received after creating the LinkManager user account (see Creating the
Domain Administrator, the Basic Administrator, and the LinkManager User Accounts
(see page 13)). For example:
22
Step Action
3 Select the Certificate option.
NOTE: Logging in with a certificate offers improved cybersecurity and is the only option
recommended by Schneider Electric.
4 Click Choose and select the previously downloaded LinkManager certificate file.
5 Enter the password from the email you received.
6 Click Login.
Result: The Link Manager user interface appears:
NOTE: The LinkManager user interface is very similar to that of the GateManager.
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Pro-face Connect
Step Action
1 In the Tree tab on the left of the LinkManager user interface, expand the domain structure and
select first the GP-4601T device, then the PLC1_Q02 agent that you created earlier in
GateManager (see page 18).
Result: The device properties appear in the Appliance tab on the right.
2 Click the Connect button on the right:
NOTE: You could also select the GP-4601T appliance on the left, then click the Connect All
button that appears on the right to connect all agents defined for the appliance simultaneously.
Result: The PLC connection details appear:
A secure connection has now been established between LinkManager and the device.
NOTE: You can also click the WWW button on the right to log in to the web site embedded in
the PLC. This allows you to directly monitor the controller, view diagnostics, and perform a
number of maintenance operations (including stopping and starting the controller).
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Remotely Accessing the HMI Appliance with GP-Viewer EX
Step Action
1 Log in to GateManager.
2 In the Tree tab on the left of the GateManager user interface, select the HMI appliance to
connect. Confirm the IP address in the DEV1 port.
3 Start GP-Viewer EX. Set the IP address confirmed in DEV1 port to Server (Display Unit)
connecting to area's IP Address field.
NOTE: Select PASV when connection problems occur due to network security.
4 Click START CONNECTION.
25
Pro-face Connect
Step Action
5 The screen of the HMI appliance appears on GP-Viewer EX.
NOTE: For more details on GP-Viewer EX set up procedure, refer to the GP-Viewer EX
Operation Manual.
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Pro-face Connect
Glossary
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Pro-face Connect
Glossary
A
agent
An object that contains all the parameters necessary for LinkManager, LinkManager Mobile, and
Pro-face Remote HMI to connect to a remote device. For example, an agent might specify use of
the FTP protocol, the IP address of the device, and use of the standard FTP port number.
appliance
An HMI/IPC display unit that LinkManager can connect to.
D
device
A device, such as a Programmable Logic Controller (PLC), that connects to a display unit.
display unit
Indicates a touch-panel display unit manufactured by Schneider Electric for displaying the screen
interface designed in Screen Editor or Logic Program Software.
domain
A private area of the GateManager software in which to configure and manage users, appliances,
licenses, audit logs, alerts, automated actions, and so on.
domain token
A text string provided to you when you register Pro-face Connect. When concatenated with the
appliance name, uniquely identifies appliances in your domain.
G
GateManager
It is used for user administration and access control for LinkManager, and acts as communication
broker between LinkManager and SiteManager.
H
HTTPS
Hyper Text Transfer Protocol Secure
L
LinkManager
The software installed on your computer, allows remote access to SiteManager and/or devices
represented by agents on the SiteManager.
LinkManager Mobile
The software installed on your tablet or your smartphone, allows remote access to HMI appliances.
27
Glossary
P
Pro-face Remote HMI
The app installed on your tablet or your smartphone, allows remote access to HMI appliances.
S
SiteManager
Refers to display units on the work site connected to the Pro-face Connect network.
SiteManager Embedded
Software used to set up access to the Pro-face Connect network. This software may not be
required as you can set up the network connection from the offline screen of some display units.
SiteManager Embedded Basic
One of the license formats required to use SiteManager Embedded. Allows access to the display
unit and registration of up to two agents.
SiteManager Embedded Extended
One of the license formats required to use SiteManager Embedded. Allows access to external IP
devices – such as PLCs, IPCs, server, Web camera, and so on, on the same network as the display
unit, and registration of five agents or more.
subdomain
A logical division of a domain, useful for organizing equipment based on purpose, access level,
physical location, and so on.
T
TLS
Transport Layer Security
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