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IL03 - Introduction to Distributed HMI With

FactoryTalk View Site Edition
Software Hands-on Lab

Lab Book
 Important User Information
This documentation, whether, illustrative, printed, “online” or electronic (hereinafter
“Documentation”) is intended for use only as a learning aid when using Rockwell Automation
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equipment, or software described in the Documentation.
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Reproduction of the contents of the Documentation, in whole or in part, without written permission
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Throughout this manual we use the following notes to make you aware of safety considerations:

WARNING: Identifies information about practices or circumstances that can cause

an explosion in a hazardous environment, which may lead to personal injury or
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ATTENTION: Identifies information about practices or circumstances that can lead

to personal injury or death, property damage, or economic loss. Attentions help you
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IMPORTANT

Identifies information that is critical for successful application and understanding of the product.
 Labels may also be on or inside the equipment to provide specific precautions.

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive
or motor, to alert people that dangerous voltage may be present.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or
motor, to alert people that surfaces may reach dangerous temperatures.

ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a
motor control center, to alert people to potential Arc Flash. Arc Flash will cause
severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL
Regulatory requirements for safe work practices and for Personal Protective
Equipment (PPE).

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Table of Contents
Before You Begin ............................................................................................................................ 6
About this Training Lab ......................................................................................................... 6
Duration ............................................................................................................................... 6
Prerequisites ........................................................................................................................ 6
Materials .............................................................................................................................. 6
Exercise A: Explore FactoryTalk View SE Runtime ........................................................................ 8
Objectives ............................................................................................................................8
Scenario ...............................................................................................................................8
Practice................................................................................................................................8
Exercise B: Create an Application ................................................................................................. 14
Objectives .......................................................................................................................... 14
Scenario ............................................................................................................................. 14
Practice.............................................................................................................................. 14
Exercise C: Create and Import HMI Displays ................................................................................. 20
Objectives ..........................................................................................................................20
Scenario .............................................................................................................................20
Practice..............................................................................................................................20
Exercise D: Runtime Navigation Configuration ............................................................................ 33
Objectives .......................................................................................................................... 33
Scenario ............................................................................................................................. 33
Practice.............................................................................................................................. 33
Exercise E: Create Display Objects............................................................................................... 40
Objectives ..........................................................................................................................40
Scenario .............................................................................................................................40
Practice..............................................................................................................................40
Exercise F: Animate Display Objects ............................................................................................ 70
Objectives .......................................................................................................................... 70
Scenario ............................................................................................................................. 70
Practice.............................................................................................................................. 70
Exercise G: Create a FactoryTalk View SE Client ..........................................................................76

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Objectives .......................................................................................................................... 76
Scenario ............................................................................................................................. 76
Practice.............................................................................................................................. 76
Exercise H: Configure Alarms ....................................................................................................... 83
Objectives .......................................................................................................................... 83
Scenario ............................................................................................................................. 83
Practice.............................................................................................................................. 83
Exercise I: Create Trends ............................................................................................................. 98
Objectives .......................................................................................................................... 98
Scenario ............................................................................................................................. 98
Practice.............................................................................................................................. 98
Exercise J: Create Global Objects ............................................................................................... 107
Objectives .........................................................................................................................107
Scenario ............................................................................................................................107
Practice.............................................................................................................................107
Appendix 1: Using FactoryTalk ViewPoint with FactoryTalk View SE (Optional) ......................... 119
Objectives ......................................................................................................................... 119
Scenario ............................................................................................................................ 119
Practice............................................................................................................................. 119
Appendix 2: DataLogPro and TrendPro ....................................................................................... 133
Objectives .........................................................................................................................133
Scenario ............................................................................................................................133
Practice.............................................................................................................................133
Appendix 3: Runtime Security ..................................................................................................... 142
Objectives ........................................................................................................................ 142
Scenario ........................................................................................................................... 142
Practice............................................................................................................................ 142
Appendix 4: Language switching ................................................................................................. 151
Objectives ......................................................................................................................... 151
Scenario ............................................................................................................................ 151
Practice............................................................................................................................. 151

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Introduction to Distributed HMI With FactoryTalk View Site Edition

Introduction to Distributed
HMI With FactoryTalk® View
Site Edition

Before You Begin

About this Training Lab

This hands-on lab provides you with an opportunity to explore introductory features of
FactoryTalk® View Site Edition (FactoryTalk View SE). If you are new to FactoryTalk View Site
Edition and FactoryTalk ViewPoint, this hands-on lab provides the ability to learn foundational
capabilities and features. In this lab you will:
• Build an application from the beginning
• Add displays and work with tags and animations
• Learn alarming and trending capabilities
• Experience mobile access and control options
• Get familiar with DataLogPro, Global Objects, and language-switching functions

Duration
This lab takes approximately 100 minutes to complete.

Prerequisites
There are no prerequisites for this hands-on lab.

Materials
This training lab requires the following items.
☐ Hardware: No hardware beyond a lab computer is required to complete this hands-on
lab. A Logix 5000 controller could be used in place of Studio 5000 Logix Emulate.
☐ Software:
☐ FactoryTalk View Site Edition 15.00.00 (CPR 9 SR 15)
☐ FactoryTalk ViewPoint SE 15.00.00 (CPR 9 SR 15)
☐ FactoryTalk Linx 6.50.00 (CPR 9 SR 15)
☐ FactoryTalk Logix Echo 3.00.00 (CPR 9 SR 14)
☐ Studio 5000 Logix Designer v36.00.00 (CPR 9 SR 14)
☐ FactoryTalk Services Platform 6.50.00 (CPR 9 SR 15)

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☐ Files: Class Files Folder C:\Lab Files\BasicLab

☐ Folder Objects –pre-configured displays that will be imported into the lab-created
application
☐ Folder Images – contains images to be used as display background and company
logo
☐ Folder Strings – contains text file with language translation to be imported
☐ Folder Logix Designer – contains the controller program pre-downloaded to
FactoryTalk Echo

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Exercise A: Explore FactoryTalk View SE Runtime

Objectives
In this exercise, you will complete the following:
• Launch the FactoryTalk View SE Client
• Navigate a completed HMI application
• View the FactoryTalk Alarms and Events (FTAE) Server

Scenario
As a potential application developer, it is important to understand how the end user will interact
with the developed application. Operators, engineers, administrators, and maintenance staff may
all use the same application to interact with a working system in unique ways. Interface design is
important for operational efficiency and effectiveness. Exploring an application will also give you a
better understanding of the end goal for this hands-on lab session.

Practice
The first exercise makes use of a pre-configured FactoryTalk View SE application. The application
contains a highlight on some of the new product features as well as a production site example. The
application is named Demo_Overview.

The most exciting part of this exercise is that in the upcoming exercises, you'll have the
opportunity to build an identical application yourself!

1. Navigate to C:\Lab Files (Also available as a shortcut on a computer desktop)

2. Open the BasicLab folder and double-click on the FactoryTalk View SE Client launcher named
CookieLine_Overview.cli

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This will cause a small pop-up display with a double progress bar to appear. This progress bar
may take several moments to finish.

Once the Client is open, you will see the following screen.

NOTE
If you would like to adjust the Client window position on your monitor, click on the title bar and
drag the client window to the desired position. In most cases, the client window will have a
startup setting to maximize the client window to fill the entire monitor, but for the purposes of
this demonstration, we have chosen a smaller window size.

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The Demo Overview application is comprised of four main screen areas.

Header: The first area is the header, located at the top of the screen. This area is always
visible and serves as a place to display general system-wide information. Typically, it can be
used to show alarm notifications, the current time, and application identification.

Navigation Menu: The second area is the Navigation Menu, which is also always displayed and
is docked just below the Header display. The Runtime Navigation Menu display is predefined
and can be customized. It allows users to navigate between different displays, including the
History, Back, and Forward functions. Please keep in mind that this lab presents only the
basic functions of this display. To learn more, please check out our "What’s New in
FactoryTalk View SE" Lab, where this topic is explored in greater detail.

Production Display: The larger portion of the main screen is dedicated to the production
display. This area of the HMI changes based on the user's navigation. Clicking on a production
section name (such as "Overview" or "Cooling") in the navigation menu, will bring up a display
with information specific to the selected production area, replacing the previous display. For
example, the display shown below represents the Cooling area.

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Footer: Finally, at the bottom of the screen, there is a Footer area, which is always visible. In
this application, it is used primarily as a visual closure for the application view.

3. Click the Cooling text in the Navigation Menu area and the corresponding cooling display will
appear.

4. Feel free to open different displays as well!

5. You may notice that the Dashboard display cannot be opened, and special privileges are
required. To access this display, click the Login button in the Header area and log in with the
following credentials:
user: Operator
password: rockwell

Once logged in, you should be able to open the Dashboard display. You’ll also see that
information about the currently logged-in user is displayed just below the FactoryTalk View
Studio logo in the Header area.

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6. Click on the Alarms text in the Navigation Menu and the associated alarm display will be
shown. Here, you can view the alarm summary display object in the main section of the
screen. While alarm functionality will be explored in more detail in a later exercise, you can
generate a new alarm by using the alarm icon. This new alarm will appear both in the summary
section and in the alarm banner object within the Header area of the application.

7. Use the navigation buttons to explore the ability to navigate between displays based on your
navigation history. Click the Backward button to view the previously opened display, then
click the Forward button to return to the most recent display.

8. Use the History button to check your navigation history. From the list that appears, select any
display you want to revisit

Runtime Navigation functionality will be explored in greater depth in a later exercise.

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9. Go to the Overview display and click on the Cooling Status indicator. You will be taken to the
Cooling display. This demonstrates another way to navigate between displays in the
application

Notice the appearance of a blue border around the Cooling Status objects group.

NOTE
Objects that have been configured for touch animation will be indicated with a bold border that
appears when the mouse cursor is moved over the object. The action that occurs when the
object is then clicked depends on the definition in Touch Animation associated with that object.
You will experience more on animation in a later exercise.

NOTE
This concludes the guided tour of the pre-configured application. Please go ahead and spend a
few moments exploring the client on your own before proceeding to the final step.

10. Close the display client by clicking on the X in the top right corner of the window.

This concludes Exercise A: Explore FactoryTalk View Runtime

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Exercise B: Create an Application

Objectives
In this exercise, you will complete the following:
• Create a new FactoryTalk View SE Local Station Application
• Create a FactoryTalk Linx Data Server
• Define the device shortcut to a virtual programmable controller

Scenario
The FactoryTalk application is a container for all necessary components and functions of a full HMI
control environment. Creating the application is the first step to building an HMI project.
A FactoryTalk application typically contains the following resources:
• Area containers: Useful for larger, site-wide applications
• HMI server(s)
• Data provider(s)
• Alarm server(s)
Data servers provide the application with process information. Typically, data servers are
connections to PLCs and PACs, but third-party OPC data providers can connect to a multitude of
data sources.

Practice
In this exercise, you will use the FactoryTalk View SE Studio HMI development environment.
1. Launch FactoryTalk View Studio. This can be done from the Start menu or from the taskbar
shortcut

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2. When prompted to select an application type:

a. Choose View Site Edition (Local Station)

b. Click Continue

3. When the ‘New / Open Site Edition (Local Station) Application’ pop-up is shown:

a. Select the New tab in the top left corner

b. Enter “CookieDemo” as the Application Name

c. Click the Create button at the bottom right of the pop-up

Factory Talk View Studio will now prepare a new application and working environment for you.

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Once it is created and loaded, you will observe the FactoryTalk View Studio main window. The
window contains an explorer pane on the left and the editor pane on the right. The content of
the editor pane depends on what is selected from the explorer pane.

Looking closer at the explorer pane, you can see the Application and the HMI project that
have been created.

NOTE
In a Local Station application, the HMI and Data servers must be hosted on the same computer.
The HMI server is named the same as the application name and is therefore automatically
created. In a Network application, the HMI project must be created manually and may be named
differently than the application.

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4. Let’s add a FactoryTalk Linx data server:

d. Right-click on the Application CookieDemo

e. In the displayed menu, select Add New Server -> Rockwell Automation Device Server
(FactoryTalk Linx)…

5. In the FactoryTalk Linx Server Properties window:

a. Click on the Alarms and Events tab

b. Check the Enable alarm and event support checkbox

c. Check the Enable server-assigned priorities checkbox

d. Click OK

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6. In the Explorer pane, expand the newly created FactoryTalk Linx data server object and
double-click on the Communication Setup option

7. In the device shortcut editor pane, complete the following tasks:

a. Click Add

b. Type “CookieLine” into the name field

c. In the device tree, browse to EtherNet, EmulateEthernet object and select

0, 9310-WED300ENT, RACE_CookieLine (This is the FactoryTalk Logix Echo emulated

controller in slot 0)

d. In the bottom area, in the Alarm and Events section, verify that the dropdown for
Subscribe To is “All Alarms and Events Notifications Messages”

e. Click the Apply button. In the resulting pop-up, click YES (pop-up not shown)

f. To finish creating the device shortcut, click the OK button at the bottom right.

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In Factory Talk Linx pop-up window click Yes, to confirm the changes

This concludes Exercise B: Create an Application

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Exercise C: Create and Import HMI Displays

Objectives
In this exercise, you will:
• Create an overview, alarm, and footer display
• Add a previously developed header, cooling, and dashboard display

Scenario
A graphic display represents the operator’s view of plant activity. This display can show system or
process data and provide operators with a way to read values from or write values to external
devices such as programmable controllers. In this exercise, we will build the framework of our
application. The application will consist of four main components: three fixed elements—Header,
Footer, and Navigation Menu—and a section of the screen for the main content. By properly
configuring the displays and later invoking them through a macro (in one of the upcoming
exercises), we will achieve the desired effect. This is the design of your application:

You don't need to create all the components from scratch. Instead of building some objects, you
will import ones that have already been prepared. This is intended to make your work easier and to
avoid repeating similar tasks that you need to perform.

Practice
Create the Footer Display
In this application, the Footer display is used primarily as a visual closure for the application view.
This display is intended to always be open and will be configured to be parked at the bottom of the
screen.

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1. In the explorer pane of FactoryTalk View Studio, right-click on Displays under the Graphics
folder. Select New to create a new display

A new ‘Untitled’ display will be opened in the editor pane. This new display will become the
footer display. In the next steps, the properties of the display will be edited to allow the footer
to show up at the correct position in the HMI client.

2. Edit the properties of the display by right-clicking on an open area of the display. From the
right-click menu, select Display Settings

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3. Make the following changes to the display’s settings:

a. Uncheck the Title Bar appearance

b. Select Specify Size in Pixels. Set the with and height as follows:

Width: 1280, Height: 80

c. Select Specify Position in Pixels. Set the X and Y positions as follows:

X: 0, Y:0

d. Choose the Background Color by selecting the color swatch square and selecting a dark
gray color:

e. Uncheck the box to Track Screen for Navigation

f. Click OK to finalize the display changes

You should see the display resize and the background color change. In later exercises, you will
continue to develop this display.

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4. Close the display

5. Click on the Yes button when prompted to save the display

6. In the Save prompt, enter “Footer”, and click OK

Create the Overview Display

This display will be used for the starting display in the main window of the client interface and will
contain an overview picture of the entire production line.
7. Right-click on Displays in the explorer pane and select New to create a new display

Note: If necessary, refer to step 1 of this exercise to refresh your memory

8. Right-click on the open display and choose Display Settings from the menu

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9. Make the following changes to the new display’s settings

a. Uncheck the Title Bar appearance checkbox. This will also grey out the checkboxes for
the System Menu and Minimize Button just below

b. Check Size to Main Window at Runtime

c. Select Specify Size in Pixels and set weight and height as follows:

Width: 1280, Height: 720

d. Select Specify Position in Pixels and set X and Y positions as follows:

X: 0 , Y: 0

e. Type the name “Overview” into Navigation History Screen Name

f. Click OK to finalize screen changes

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10. With the new display still open, right-click on the Images container in the Explorer Pane.

Select Add Component into Project…

11. Browse to C:\LabFiles\BasicLab\Images; select the cookie_line_layout.png file and click

Open

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12. Click the newly created display to bring it back to the focused object. From the FactoryTalk
View Studio menu, select Objects > Drawing > Image

MENU BAR
The top menu of FactoryTalk View Studio is called the Menu Bar and it changes based on the HMI
element you have open and in focus in the editor pane. If you don’t see the Objects menu option,
make sure you have a display object open and in focus for editing.

13. Move your mouse cursor over the open display. The mouse cursor has morphed to include an
image icon to the bottom right of the cursor. Click and hold the mouse, then drag to draw a
rectangle on the display

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14. When the mouse button is released from the previous step, an Image Browser window
automatically opens:

a. Select the image that you imported in a previous step: cookie_line_layout

b. Click OK

The image has been put on the display, but you notice that it needs to be sized and positioned
correctly. The properties of this image can be modified to put the object in an exact location.

15. Right-click on the image in the display editor and select Properties.

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16. In the Image Properties window:

a. Switch to the Common Tab

b. Set both the Top and Left positions to 0 (zero)

c. Click OK

The image will now be shown in the top left-hand corner of the display.

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17. Right-click on the image and select Convert to Wallpaper

NOTE
Converting this image to wallpaper provides a couple of conveniences. All other objects added
to this display will automatically be placed on top of this image by default, as well as avoiding
accidentally selecting and moving this image while doing the rest of the design work on this
screen.

18. Close this display and save as “Overview”

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Create the Alarms Display

19. One more time create a new display. This display will be called Alarms. Right-click on the new
screen and select Display Settings. Make the following adjustments:

a. Uncheck the Title Bar checkbox

b. Select Size to Main Window at Runtime

c. Select Specify Size in Pixels and set the width and height as:

Width: 1280, Height: 720

d. Select Specify Position in Pixels and set X and Y positions as:

X: 0, Y: 0

e. Type the name “Alarms” into the Navigation History Screen Name

f. Click OK to finalize screen changes

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20. Close and save this display as “Alarms”

After one or more displays have been created, the Displays object in the Explorer pane will have a
plus “+” icon to the left of it, indicating that it contains items. Expand the container and observe the
newly created Alarms display. Displays can be launched in two ways:
• Double-click on the name of the display
• Right-click on the name of the display and select Open
Other operations related to displays, such as delete, rename, etc. can also be executed from the
right-click menu.
Adding Previously Created Displays

There may be a time when displays will be used across multiple applications. In this case,
previously created displays can be easily reused by importing them into the application.

21. Right-click on Displays and select Add Component into Application…

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22. In the resulting navigation window, go to C:\LabFiles\BasicLab\Objects, select three files:

Cooling.gfx, Header.gfx, and Dashboard.gfx (use the Ctrl key on your keyboard to select
them all), and click Open

Three added displays, for now, do not require any changes. You can open those displays and check
how they look. Do not save any changes when closing. In future exercises, those displays will be
used and modified to familiarize you with the Factory Talk View Site Edition features.

NOTE
Importing displays with integrated images is not possible, and images need to be imported
separately. In this Lab, we handled this task for you, as you already learned how to do that in one
of the previous tasks

This is how your Displays folder in the application should look after this exercise:

This concludes Exercise C: Create and Import HMI Displays

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Exercise D: Runtime Navigation Configuration

Objectives
In this exercise, you will complete the following:
• Configure the Runtime Navigation Menu
• Add displays to the menu
• Add icons to the menu

Scenario
Runtime Navigation Menu was introduced in version 14 and makes it much easier to create an
advanced navigation menu with a search function. In this exercise, we will create a new navigation
that will allow you to navigate through the application.

Practice
Configuring the navigation menu
1. Open Navigation Menu Configurator (double-click the icon)

2. Go to Navigation Menu settings:

a. Select Navigation Menu

b. Click the Settings icon

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3. Make the following changes to the Navigation Menu settings

a. Change the Background color to dark grey

b. Change Text Color to white

c. Change the Font size to 14

d. Check the Enable Backward, Forward, and History buttons checkbox

e. Click OK to finalize screen changes

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4. Select Navigation Menu, and click the “+” Icon to add new Menu Items.

5. Check Alarms, Cooling, Dashboard, and Overview displays checkboxes. Click OK to finalize
menu changes.

6. Click and drag the Overview display just below the Alarm display.

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7. Select Alarms display and click the Settings icon.

8. Click the Select icon button.

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9. In the following display click Add icons, as we do not have an Alarm icon added by default.

10. In the File Browser select Alarm.svg image, and click Open.

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11. Now Alarm.svg is available on the list. Select the icon, and then click Ok.

12. Confirm the changes in the Alarms navigation field, by clicking Ok.

13. Close the Navigation Menu Configurator.

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The Navigation Menu is now created. This display can be tested only on running Factory Talk View
SE Client. In one of the next Exercises, you will learn how to add a Navigation Menu to your running
application and will have a chance to see how it works.

For now, this image is a preview of what you just configured.

This concludes Exercise D: Runtime Navigation Configuration

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Exercise E: Create Display Objects

Objectives
In this exercise, you will complete the following:
• Add image object to the Footer displays
• Add static text and dynamic string displays to the Cooling display
• Add a navigation button to the Overview display

Scenario
Basic display objects create the visual structure of displays. Objects give context and purpose to
the actions or statuses they represent. Without them, an operator would not have the context to
know what an indicator is displaying or what it means. Text and shape display objects allow for
information to be visually organized.

Practice
Building out the Footer Display
1. Add the Rockwell Automation logo to the application:

Right-click on the Images container in the Explorer pane and choose Add Component Into
Application… Navigate to C:\Lab Files\BasicLab\Images, select the RA_Logo.png image
file and Click Open

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2. In View Studio, open the Footer display (if not already open). Add the image to the Footer
display. The last time you added an image, it was done using the Menu Bar at the top of the
View Studio window. This time, find the Image icon in the Toolbox on the right-hand side of
the View Studio window. Click on it to open.

3. With the image tool selected, draw a rectangle on the Footer display by clicking and holding
down the left button on the mouse and dragging the mouse down and to the right. In the
Image Browser that automatically opens, select the RA_Logo image and click OK.

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4. Right-click on the RA logo image and select Properties. In the properties window, select the
Common tab, and in the position section change the following: Top: 5 and Left: 475. Click OK
to finalize screen changes.

5. The Footer display should look like this:

6. Close the Footer display and save the changes

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Building out the Cooling Display

The Cooling display has some work already completed but needs additional functionality added.
The functionality for Cooling Zone 1 has been finished, but the second cooling zone still has
development work left to do. Trends on the Cooling display will be completed in a later exercise.
The following elements will be added in this exercise:
• Zone 2 text label and status string display
• Total Units numeric display
Open the Cooling display from the Explorer pane

7. Using either the Menu Bar or the Toolbox, select the Drawing/Text tool

8. Click and drag on the display to create a Text Object. Draw the Text Object over the top of the
second cooling zone’s light grey label area

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9. The properties window will automatically open, make the following changes:

On the General tab

a. Change Text to ”ZONE 2”

b. Change Font to Arial, Font Size to 12, and set to Bold

c. Change the Fore Color to dark grey (Hex: 3F, 3F, 3F) and uncheck Size to Fit

Hex designations appear as you cover your mouse over the color swatch.

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On the Common tab

a. Change the Size to Width: 127, Height: 37

b. Change Position to Top: 106 , Left: 837

c. Click OK

Using Tags in Display Objects

The next object that will be created makes use of a live PLC value. These individual PLC values are
referred to as ‘tags’. A tag is essentially a reference to a process value, such as the pressure of a
holding tank, the number of parts made in a shift, and many, many more! In FactoryTalk View
Studio, tags can be referenced by themselves or used as part of a logical expression for more
complex relationships.

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10. Use either the Menu Bar or the Toolbox to select Numeric and String/String Display

11. Click and drag on the display to create a string display. Use the teal-colored area of Zone 2 as
a guide to draw the object

12. The properties window will automatically open, make the following changes:

On the Common tab

a. Change Size toWidth: 135, Height: 25

b. Change Position to Top: 110, Left: 996

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On the General tab

a. Change the Expression to

If {::[CookieLine]Cooling_Zone2_InZone} == 1 then "Cooling" else "Idle"

TIP
If you are having any issue with syntax, open Alarm Syntax Help.txt from
C:\LabFiles\BasicLab to compare or copy and paste.

b. Change the Dimensions Width to 9

c. Change the Dimensions Height to 1

d. Change the Justification to Center

e. Click OK

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Note: Optional Steps to Build the Expression:

[OPTIONAL] To change the Expression field, you can either type in the expression as seen
above, or you can build the expression using the editor. If you use the expression editor,
perform the following steps:
• Click on the If… button and select If
• Click on Tags… button and in the ‘Tag Browser’ window, select the following path
from the Folders page: CookieDemo > CookieLine > Online
- Tip: If you don’t see the correct folder structure in the Folder pane (left side), or
don’t see tags in the Tags pane (right side), click the Refresh All button

• In the Contents pane, select the Cooling_Zone2_InZone tag and confirm the tag
name in the Selected Tag text area

• Click OK

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The tag browser will close with the selected tag in the Expression text area
• Click on the Relational button and select == EQ
• Type the value 1
• Click the If button and select Then
• Type in “Cooling”
• Click the If button and select Else
• Type in “Idle”
• Click the Check Syntax button. The area to the right of the Check Syntax button
should say “Valid”

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13. To set the font properties, click on the string display and open the Property Panel at the
bottom right corner of View Studio.

14. In the ‘Property Panel’ window:

a. Verify the selected object is StringDisplay1 (StringDisplay) and Properties is selected.

b. Highlight the Font and change it to Arial, Size 16, bold by clicking the browse […] button
in the value field

c. Highlight ForeColor and change it to dark grey (Hex: 3F, 3F, 3F) by clicking the browse
[…] button in the value field

Note: The Property Panel window will display the properties of the currently selected
object. Try clicking on another object in the display and observe how the Property
Panel window changes to display the properties of the newly selected graphic
object.

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The two zones should look as follows:

15. Use either the Menu bar or the Toolbox to select the Numeric Display object

16. Using the Numeric Display tool draw a Numeric Display object where the Total Units indicator
is desired

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17. The Numeric Display Properties window will appear, make the following adjustments:
On the Common tab:
a. Change Width to 75 and Height to 25

b. Change the Top to 595 and the Left to 1169

On the General tab:

a. Use the tag browser, click on the Tags button, and find the Total Parts tag

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b. In the Folders pane, drill down to Cookie Demo > FactoryTalk Linx > CookieLine > Online
> Program:Cooling (Click Refresh All Folders button if you don’t see the tag)

c. In the Contents pane, select the mTotalParts tag,

d. click OK

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e. Change Field Length to 5

f. Click OK

18. While the new Numeric Display is still selected, in the Property Panel at the bottom right,
select Font and set it to Arial, Bold, size 16. Then click on ForeColor and select Blue (Hex: 39,
43, F0) from the color selector.

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The Cooling display should look like the following image:

19. To test your display, click on the Test Display button from the toolbox

20. Tag values should populate on the display and the existing trends should begin to run.
Observe the screen changing. Once you’re complete with your observations, click the Edit
Display button that is next to the Test Display button to stop testing the display.

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21. Save the Cooling display

22. Open the Overview display.

23. . Using the Drawing/Panel tool, create a new Panel on the Overview display

Note: Don’t worry about the size or location of the button object for now. You will modify
this in a later step!

24. On the Panel properties window, make the following changes:

On the General tab

a. In the Appearance section, change the Border Style to RaisedInset

b. Change the Border width to 7

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On the Common tab

a. Change Width to 130, Height to 80

b. Change the Top to 470 and the Left to 440

c. Click OK.

25. Create a second Panel repeating step 24.

26. On the Panel properties window, make the following changes:

On the General tab

a. In the Appearance section, change the Border Style to Inset

b. Change the Border width to 7

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On the Common tab

a. Change Width to 114 and Height to 34

b. Change the Top to 506 and the Left to 448

c. Click OK.

27. Using the Drawing/Text tool, create a new Text on the Overview display

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28. On the Text properties window, make the following changes:

On the General tab

a. In the Text field enter “Cooling”

b. Change Font to Arial, Font Size to 12, and set to Bold

c. Change the Fore Color to dark grey (Hex: 3F, 3F, 3F) and uncheck Size to Fit

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On the Common tab

a. Change Width to 130 and Height to 20

b. Change the Top to 480 and the Left to 440

c. Click OK.

29. Using the Drawing/Rectangle tool, create a new Rectangle on the Overview display

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30. On the Rectangle properties window, make the following changes:

General tab

a. Change the Line style to None

On the Common tab

a. Change Width to 101 and Height to 21

b. Change the Top to 513 and the Left to 455

c. Change the Name to “Polygon_CoolingStatus”

d. Click OK.

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31. Use either Menu Bar or the Toolbox to select Numeric and String/String Display

32. Click and drag on the display to create a string display.

33. The properties window will automatically open. Make the following changes:

On the Common tab

a. Change Size to: Width: 108, Height: 20

b. Change Position to: Top: 512, Left: 454

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On the General tab

a. Change the Expression to
If {::[CookieLine]Cooling_MachineActive} == 1 then "Running" else "Stopped"

b. Change the Dimensions Width to 9

c. Change the Dimensions Height to 1

d. Change the Justification to Center

e. Click OK

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34. In the Property Panel window:

a. Verify the selected object is StringDisplay1 (StringDisplay)

b. Highlight the Font and change it to Arial, Size 12, Bold by clicking the browse […] button
in the value field

c. Highlight ForeColor and change it to dark grey (Hex: 3F, 3F, 3F) by clicking the browse
[…] button in the value field

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At this stage, you should get this result:

35. Using the Push Button/Button tool, create a new Button on the Overview display

36. On the Button properties window, make the following changes:

On the General tab

a. Change Border Style to No Border

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On the Action tab

a. Type “Display Cooling” in the Release action field

On the Up Appearance tab

a. Set Back style to Transparent

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On the Common tab:

a. Change Width to 130 and Height to 80

b. Change the Top to 470 and the Left to 440`

c. Click OK

The button with a transparent background used here ensures that clicking within the group you
created will take you to the Cooling display

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37. Click and hold the mouse, then drag to select created objects

Note: Organizing objects into groups allows for easy management, such as changing their
position on the display, and also enables animating entire groups of objects. You will
learn more about animations in the next task.

38. With the objects still selected, select Arrange/Group from the menu bar

39. In the Property Panel window, change the GroupName to “Group_CoolingState”

40. Close and save the Overview display

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This exercise has demonstrated how to easily add and configure new objects in FactoryTalk View
SE. The objects used today are fundamental components of any SCADA application. In the
upcoming tasks, you will learn more about animating objects, and find information on how to
create Global Objects, which can significantly speed up the process of developing a new
application.
This concludes Exercise E: Create Display Objects

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Exercise F: Animate Display Objects

Objectives
In this exercise, you will configure the background of status indicators to change color based on
the state of the related objects.

Scenario
Animation of display objects allows for changing some properties of display objects based on PLC
tag values. The following properties of objects can be modified through animation:
 Visibility
 Co.lor
 Fill
 Position on screen (Horizontal and Vertical)
 Size (Width and Height)
 Rotation
 Touch (Apply actions to objects)
 And more!

Practice
It’s your turn to try it:
1. Open the Cooling display from the Explorer pane

2. Open the Object Explorer in the bottom right of View Studio, switching away from the
Property Panel.

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3. In the Object Explorer, expand Zone2Group and expand Zone2StatusGroup to reveal the
Zone2AnimatedPolygon. Click on Zone2AnimatedPolygon to select in both the Object
Explorer and in the Cooling display as shown below:

IMPORTANT
Tip ~ The Object Explorer allows you to see the grouping and arrangement of objects on a
display. Selecting an object in the Object Explorer is effectively the same thing as picking it
directly on the display. The checkboxes can be unselected to hide the visibility of objects on the
display. This is very useful when interacting with complex grouped objects that are layered on a
display.

Tip ~ The names of objects are created by default as the object type with a number for the
number of objects of that type that are created on that display, such as StringDisplay3. These
names can be changed using the Property Panel (or in the Properties Window -> Common tab for
each item).

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4. Right-click on Zone2AnimatedPolygon and select Animation -> Color from the menu. The
‘Animation’ configuration window will be displayed

5. In the Expression area, click on the Tag button. In the resulting ‘Tag Browser’ window, select
the following path from the Folders page: CookieDemo > FactoryTalk Linx > CookieLine >
Online. Select the tag: Cooling_Zone2_InZone by selecting the [+] to the left of the tag name

The tag definition will be added to the Expression field as shown below

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6. For this tag, you will edit animation states from their default values. In the ‘Animation’ window
underneath the expression area is the animation state area. Selecting a state on the left list
will cause the Value and Line/Fill objects to update with the state definitions. Edit the
following states to have the matching Value, Line, Fill, and Blink settings to the values below:
(use the default green color (Hex: 10, EB, 10)

7. Click the Apply button on the animation window, then select Close.

8. Test the display using the Test Display button

With the display in test mode, you should be able to see the color indicator behind the status
text changing from white to green every few seconds.

9. When you are finished monitoring, click the Edit Display button

10. Save and close the Cooling display

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11. Open the Overview display from the Explorer pane

12. Open the Object Explorer (if not already opened) in the bottom right of View Studio, expand
created earlier in this lab Group_CoolingState and reveal the Polygon_CoolingStatus.

13. Right-click on Polygon_CoolingStatus and select Animation -> Color from the menu

14. In the Animation Color tab, click on the Tag button. In the resulting ‘Tag Browser’ window,
select the following path from the Folders page: CookieDemo > FactoryTalk Linx >
CookieLine > Online. Select the tag: tag Cooling_MachineActive by selecting the [+] to the
left of the tag name

15. For this tag, you will again edit animation states from their default values. In the ‘Animation’
window, underneath the expression area is the animation state area. Selecting a state on the
left list will cause the Value and Line/Fill objects to update with the state definitions. Edit the
following states to have the matching Value, Line, and Fill, settings to the values below:

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16. Click the Apply button on the animation window, then select Close.

17. Test the display using the Test Display button

With the display in test mode, you should be able to see the color indicator behind the status
text changing from red to green every few seconds.

18. When you are finished monitoring, click the Edit Display button

19. Save and close the Overview display

Object animations are a great way to make your application more accurately reflect the current
state of your machine or process presented on the display. The color change animation
demonstrated in this exercise is just one of the many possibilities offered by the FactoryTalk View
SE environment. In addition to colors, you can also animate fill levels, position, size, or rotation, as
well as create actions related to clicking on or moving the object

This concludes Exercise F: Animation Display Objects

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Exercise G: Create a FactoryTalk View SE Client

Objectives
In this exercise, you will complete the following:
• Create a startup macro to prescribe runtime screen starting positions
• Create a FactoryTalk View SE Client

Scenario
As an application developer, it is important to understand how the end user will interact with the
developed application. Operators, engineers, administrators, maintenance staff, and more may all
use the same application to interact with a working system in their own unique way. Interface
design is important for operational efficiency and effectiveness.

Practice
It’s your turn to try it:
1. In the Explorer pane of FactoryTalk View Studio, right-click on the Macros object (within the
Logic and Control container) and select New from the menu

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2. The Macro Editor will open. The Macro editor window looks very similar to other text editor
applications you may be used to. In the first open line, type in the following commands, one
per line:

Display Header /DT

DisplayNavigationMenu /DT
Display Footer /DB
Display Overview

Note: If you Double-click on the macro editor, the Command Wizard pop-up will be
displayed. The wizard allows users unfamiliar with FactoryTalk View SE command
syntax and options the ability to build their commands using an interface.

Note: Macros are essentially a list of commands executed in sequence. This macro will
ensure the correct displays are called when a user launches the client. From the
commands entered above, the /DT parameter means the display will be docked at
the top of the screen, and the /DB parameter means that the display will be docked
at the bottom of the screen. The DisplayNavigationMenu command is used to display
the Navigation Menu that you created before. It will be docked below the Header
display.

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3. Close the Macro editor and save the Macro as “ClientStartup”.

4. In the FactoryTalk View SE Menu bar, select the SE Client Launcher: Tools -> Launch SE
Client

5. In the ‘FactoryTalk View SE Client Wizard’, click Create a FactoryTalk View SE configuration
file

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6. In the Client file name field type “CookieDemoClient” as the name of the configuration file.
Click Continue

7. Under Startup components, configure the options as shown below:

a. As the Application Type, select Local Station application by clicking the corresponding
button

b. From the Connect to the application dropdown menu, select CookieDemo as the
application to establish connection

c. From the Startup macro dropdown menu, select the recently configured macro
ClientStartup

d. Click on Advanced

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8. In the ‘Client Window Properties’

a. Specify Client Window size in Pixels – Width of 1280, Height of 1040

b. Uncheck Allow client to be resized at runtime

c. Check Show title bar

d. In the Title bar text type “CookieDemo”

e. Uncheck Show diagnostics list

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9. Under Security and debugging tab

a. uncheck the box for Enable auto logout

b. Click Save > Run

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10. The client should begin to launch. After the progress bar finishes, the client application
should be displayed as shown.

Note: If you would like to adjust the Client window position on your monitor, click on the
title bar and drag to the desired position. In most cases, the client window will have
the startup settings set to maximize the client window and fill the entire monitor.

11. In the Client application, you can navigate between the displays that have been created in the
HMI project. Try navigating between the Overview, Cooling, and Alarm displays. Use the
predefined navigation display for this, and also try using the navigation button created on the
Overview display.

Note: The Alarm display is currently blank and will be populated by you in a later exercise.

12. To close the client window, right-click on its icon in the taskbar and select the Close Window
option from the menu.

This concludes Exercise G: Create a FactoryTalk View SE Client

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Exercise H: Configure Alarms

Objectives
In this exercise, you will complete the following:
Create FactoryTalk Alarm and Event Server
Create a server-based alarm
Create an alarm banner object
Create an alarm summary object
Acknowledge an active alarm

Scenario
Alarms allow operators to identify and react to abnormal operation conditions. Annunciating alarm
conditions saves time, maintains safety, and increases efficiency in production. Operators interact
with FactoryTalk-based alarms in several ways:
Alarm Banner object
Alarm Summary object
Alarm-based animations of display objects

Practice
Creating a FactoryTalk Alarms and Event Server
The FactoryTalk Alarms and Events (FTAE) server is a component that constantly monitors
configured controller and HMI tags for alarm conditions. Adding an alarm server is a one-time
configuration. Once configured, individual alarm conditions can be added to the server while it is in
production.

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1. In the FactoryTalk View Studio Explorer pane, right-click on the CookieDemo application and
select Add New Server -> Tag Alarm and Event Server

2. In the ‘Tag Alarm and Event Server Properties’ window,

On the General tab

a. In Name property filed type in “CookieDemoAEServer”

b. Set Startup Type to “When firs client connects (Redundancy will be disabled)”

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On the Priorities and History tab

a. verify the Enable history box is unchecked

b. click OK.

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3. In the Explorer pane, click to expand the newly created CookieDemoAEServer alarm server.
Double-click on the Alarm and Event Setup. A small progress bar window will display, and
after a few seconds an Alarm and Event Setup window will be displayed.

Configuring Alarms
The Alarm and Event Setup editor is the primary tool for creating and modifying alarms. Depending
on the alarm type, different properties will be available in the editor. There are four primary alarm
types: digital (on / off), deviation, level, and event alarms. For this lab, we will stick with a digital
alarm. There are two types of alarm sources: server-based alarms and device-based alarms.
Device-based alarms are propriety types of alarms built in the ControlLogix controller, using
specific ALMA and ALMD instructions. There are two types of tag-based alarms: Logix tag-based
alarms and FTAE server-based alarms. Logix-based alarms are a newer type of alarm that can
originate from any controller value. FTAE server-based alarms originate from an instance of FTAE
server that needs to be created in the application, as we saw in previous steps.
4. In the Tag Alarm and Event Setup window, click on the New Alarm button in the top left
corner, then select Digital from the dropdown menu

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5. In the ‘Digital Alarm Properties’ window, make the following changes

On the Digital tab

a. set the Name to “Cooling Zone Drive Alarm”.

b. set the Severity to 500

c. set the Message to “Cooling Conveyor Drive has faulted. Check HMI mounted at
cabinet SC-107.”

d. Click on the ellipsis button for the Input Tag field. The ‘Select Tag’ browser window will
appear.

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e. Select ::[CookieLine]Program:Cooling.Alarm_Control[4].1 from the Tag Browser.

(select the following path from the Folders page: CookieDemo > FactoryTalk Linx >
CookieLine > Online > Program: Cooling > Alarm_Control)

f. Click the OK button.

6. Click on the OK button at the bottom of the Digital Alarm Properties window

7. Click Save and Close the Alarm and Event Setup window

Alarm Display Objects

Alarms can be monitored using two main display objects: the Alarm Summary object and the Alarm
Banner. These objects provide a view that can show alarms sorted by severity, time of alarm, etc.
They are powerful native tools for managing alarm conditions.

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8. Use the Explorer pane to open the Alarms display

9. Using the Alarm and Event/Alarm and Event Summary tool, create a new Alarm and Event
Summary on the Header display

10. On the Alarm and Event Summary properties window, make the following changes:

On the Columns tab

a. For Alarm Name change the Width to 320 and Align to Left

b. For Message change the Width to 500

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On the Sort tab

a. select Descending for the Event Time item

This setting will ensure that the most recent alarms show up at the top of the banner object.

On the Common tab

a. Change Size to: Width: 1280, Height: 720

b. Change Position to: Top: 0, Left: 0

c. Click OK

11. Save and close the Alarms display

12. Open the Header display using the Explorer pane

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13. Using the Alarm and Event/Alarm and Event Banner tool, create a new Alarm and Event
Banner on the Alarms display

14. On the Alarm and Event Banner properties window, make the following changes:

On the Columns tab

a. Make sure that only Alarm State, Alarm Name and Message are selected in Show
Column

b. For Alarm Name change the Width to 320 and Align to Left

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On the Sort tab

a. select Descending for the Event Time item

On the Common tab

a. Change Size to: Width: 790, Height: 85

b. Change Position to: Top: 5, Left: 15

c. Click OK

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To simplify process of testing how the Alarms in Factory Talk Studio works, you will use the
preconfigured button already added to Header Display. Using the button you will manually change
the alarm tag state value in the PLC. Button require some small changes

15. In the Header display find button with Alarm icon on it, right-click on and select Properties

16. Make the following changes in the Connection tab

a. Click on the ellipsis button for the Value field. The ‘Select Tag’ browser window will
appear.

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b. Select ::[CookieLine]Program:Cooling.Alarm_Control[4].1 from the Tag Browser.

c. Click the OK button.

17. Repeat steps a,b and c for the second parameter: Indicator. Select the same tag as for the
Value

18. Click OK in Maintained Push Button Properties window

The Header display will now look like this:

19. Save and close the Header display

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20. Launch the FactoryTalk View SE Client. This can be done from View Studio using the Tools ->
Launch View SE Client option from the menu bar. Click the option: Run an existing
FactoryTalk View SE Client configuration file

21. Click on CookieDemoClient

After some time, the client window will be displayed.

Note: You may see some alarms in the banner! These alarms are Device-based alarms
configured directly into the Logix controller. The FactoryTalk Alarms and Events
system populates this information because FactoryTalk Linx was configured to
subscribe to the controller for this information in Exercise B.

Note: When the client application is running (or when a display is in Test mode), the Alarm
Banner should have a green icon in the bottom left corner of the banner. This
indicates a healthy connection to the Alarm and Events system. In advanced
FactoryTalk configurations, the HMI may not be on the same computer as the Alarm
server.

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22. Navigate to the Alarms display in the View SE Client

Note: If there are no alarm events in the system, you will see the text “Waiting for Alarm
Events…” in the alarm summary and banner. There is simulation logic running in the
controller program that automatically generates alarms for the purpose of
demonstrating alarm functionality. After a few moments, new events should appear
in the Alarm and Event Summary.

23. Click modified previously “Alarm” button, on the header part of the application. This will set
an alarm condition for the digital alarm that was configured in previous steps. The alarm will
show up in the banner object.

After 30-60 seconds, the alarm will return to a ‘Normal’ state removing it from the Alarm
Banner. The alarm banner will only show a few of the most recent and highest priority alarms
that are still in the ‘In Alarm’ state.

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24. Navigate to the Alarms display. If the alarm does not clear within 60 seconds, you can
manually clear the alarm by clicking created earlier button one more time

The alarm condition has been returned to normal but still shows up in the Alarm Summary
because it has been configured to require operator or supervisor acknowledgement.

25. Select the alarm in the Alarm Summary object and click on the Acknowledge button (the
leftmost check icon)

With the alarm condition rectified and the alarm acknowledged, the Cooling Conveyor Drive
alarm will disappear from the Alarm Summary object. If historical logging was enabled, the
Alarm and Event Log Viewer could be used to review historical alarm information.
26. Leave the HMI Client window open

This concludes Exercise H: Configure Alarms

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Exercise I: Create Trends

Objectives
In this exercise, you will complete the following:
Create a trend on an existing display using a TrendPro object
Configure trend pens based on PLC data values

Scenario
The TrendPro object displays real-time data and historical data. Pens on the runtime chart
represent data from the tags you add to the trend object. The trend object provides an extensive,
flexible runtime control. You can add traces from Live Data, Data Logs, Historical Data, and Alarm
and Events historical logs. You can also stack traces, specify unique line settings, create
templates, and customize many other TrendPro object settings. In this exercise, we will explore
just a few basic features of the TrendPro object.

Practice
The Cooling display has a trend already configured for Zone 1. A trend will be created for the
second cooling zone.
1. Open the Cooling display (if it is not already open from a previous exercise)

2. Using the Trending/TrendPro tool, create a new Trend Pro on the Cooling display

Once the object is created, the TrendPro Properties window will open automatically.

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Notice the TrendPro controls consume some of the area of the actual plot size. There are
several default Trend controls that cover the usable space for the trend. Using the Trend
properties, you can change the way the trend appears.

NOTE
The FactoryTalk View SE TrendPro object has many properties that can be used to customize
the trend appearance. If time permits, feel free to play around with the look and feel of the
TrendPro object.

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3. In the ‘TrendPro Properties’ window, make the following changes:

On the General tab:

a. In the Chart section, clear all checkboxes

b. In the Properties dialog section, deselect the General tab checkbox

On the Command tab:

a. Change Size to: Width: 315, Height: 270

b. Change Position to: Top: 146, Left: 818

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4. Back on the General tab, click on the Trend Setup button

5. Click on the Add Traces icon (+) at the bottom to select data points or items for trending

6. In the Select Item dialog expand Live Data -> CookieLine -> Online -> Program:Cooling ->
mCoolUDT -> mCoolUDT[1]

NOTE
If you don’t see the correct folder structure in the Folder pane (top), or don’t see tags in the Tag
pane (bottom), click the Refresh All Folders button.

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7. Holding down the Ctrl key, select tags TempSetPtZone and TempZone, and click OK

a. Highlight the first trace in the list, and change the Precision (in the Numeric Tag
section) to 0

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8. Highlight the second trace in the list and make the same change: set the Precision to 0

9. While still in the Traces tab, select the first trace again and then select the Y-axis button

a. Clear the checkboxes under the Label field

b. Check the box to Show grid lines

c. Click on the Choose Line Style… icon and change the Y-axis color to black
In the line style window, click on the color icon, then in the color window select black
and click OK twice to close both windows.

d. Change the Scale to Minimum and set the values as per the Min / Max settings in the
screenshot

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10. Now select the second trace in the list and complete the same changes as specified in step 9.

11. While still in the ‘Properties’ window, click on the General tab and select Chart

a. In the Title field, type in Temp (°C)

Note: To get the degree symbol, hold down the Alt key, type 248 with the numeric
keypad, and release the Alt key.

b. Click Font and change it to Microsoft Sans Serif, Regular, and Size 8 then click OK

c. Change the Margins to: Left 25, Top 18, Right 5, Bottom 15

d. Uncheck the Display overlay panel under the Zoom field

e. In the Background section, change Window Color to grey (R: 192, G: 192, B: 192) and
Canvas Color to a light grey (R: 224, G: 224, B:224)

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12. While still in the General tab, select the X-axis

a. Uncheck the Use default text checkbox

b. Select the checkbox to Show grid lines

c. Click the Choose Line Style… icon and change the X-axis color to black

d. Set Major Tick marks to 3

13. While still in the General tab, select Retrieval, and uncheck the Show retrieval information
on the trend checkbox

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14. Click Close to close Properties dialog

15. Click OK on the TrendPro Properties window to finish trend configuration

Confirm that the trends in Zone 1 and Zone 2 panels now look the same

16. Save and close the Cooling display

17. Switch back to the View SE Client that was left open in the last exercise (or open the Client
you created in Exercise F)

18. Navigate to the Cooling display

19. Observe the Trend you added in this exercise

20. Close the FactoryTalk View SE Client

This concludes exercise I: Create Trends

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Exercise J: Create Global Objects

Objectives
In this exercise, you will complete the following:
Import and finish the creation of Global Object
Add Global Object instances to the Dashboard display

Scenario
Global objects are one of the key features of FactoryTalk View SE when it comes to creating large
and complex visualization applications. Global objects allow for standardization and increased
efficiency during the application development process. A global object is created and defined in a
single location. Then, in standard visualization displays, copies of this object (instances) are added
and parameterized. Thanks to the continuous connection between the global object and its
instances, it is possible to make changes to the base object and automatically propagate those
changes throughout the entire application. In this exercise, we will do exactly that using a
previously prepared global object.

Practice
1. Right-click on Global Objects and select Add Component into Application…

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2. In the resulting navigation window, go to C:\LabFiles\BasicLab\Objects and select

AreaFaceplate.ggfx

3. Open the newly added global object display AreaFaceplate.ggfx

The Global Object is not ready yet and requires further configuration, which you will complete
in the next steps. The first task is to add a missing Numeric Display by duplicating an existing
one and then making the necessary adjustments.

4. From Object Explorer right-click on NumericDisplayGoodParts and select Duplicate. A new

object will be created.

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5. From Object Explorer right-click on the newly created object and select Properties. (Object
will be placed on the top of the list, just below the Display object. It should be called
NumerDisplayGoodParts1)

6. In the NumericDisplay properties window, make the following changes:

On the Common tab:

a. Change Top to 116 and Left to 143

b. Change Name to “NumericDisplayTotalParts”

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On the General Tab:

a. Change Expression to: {::[CookieLine]Program:#1.mTotalParts}

b. Click OK

IMPORTANT
The expression above uses the parameter (#1). Parameters enable you to customize global
objects, allowing you to easily and quickly adapt an instance of a global object to specific needs
by simply modifying a parameter.

Later in the exercise, you will learn how to assign values to this parameter. For example, in the
expression ::[CookieLine]Program:#1.mTotalParts, if the value "Cooling" is assigned to
parameter #1, the resulting link would be ::[CookieLine]Program:Cooling.mTotalParts, which
correctly points to the variable in the PLC controller

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7. Confirm the changes in the pop-up window by clicking Yes.

8. To create the Global Object, you need to group the objects. Click and hold the mouse, then
drag to select all the objects on the AreaFaceplate display.

9. With the objects still selected, go to the menu bar and choose Arrange, then select Group or
use the keyboard to type Ctrl + G.

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10. Global Object is now created. The next step is to define the parameters. Right-click on the
global object and select Global Object Parameter Definitions

11. In the Global Object Parameter Definitions window add a new parameter definition. In the
first row, enter the following:
Name: “#1”,
Description: “Equipment Name”

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12. Save the changes.

13. Right-click on the newly created global object and select Copy

14. Close the AreaFaceplate GlobalObject window. From the Explorer pane open the Dashboard
display
15. Right-click on an empty area of the display and select Paste. A new object will be added to
the Dashboard display. Repeat this step until you have added a total of four objects. Using
the screenshot below as a reference, arrange the newly created objects similarly. Do not
worry about the exact positioning, as this will be addressed later.

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16. Now, you need to adjust the positions of the objects on the display. Select the first object you
just added on the left, along with the top object that was originally on the display. Hold down
the Ctrl key and left-click on both objects to select them.

17. While both objects are selected, From the top menu select Arrange/Align Left. You will see
that the newly added object moved left to align with the top one,

18. Select the newly added object on the far right and the top object that was originally on the
display. Left-click on both while holding the Ctrl key.

19. From the Top Menu select Arrange/Align Right. The picture below shows how it should look
now:

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20. Now, select all four newly added objects by clicking and holding the left mouse button, then
dragging the cursor over them.

21. From the Top Menu select Arrange/Align Middle and then Arrange/Space Horizontal. The
final effect should look like this:

22. Now, right-click on the first object from the left and select Global Object Parameter Values.

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23. In the Global Object Parameter Values window set the value of parameter #1 to “Oven” and
click OK

24. Repeat steps 17 and 18 for the second, third, and fourth newly added objects setting
parameter #1 to “Cooling”, “Loader”, and “Palletizer”, respectively

25. Test the Dashboard display

26. You can now observe that each of the newly added global objects represents a different part
of the process and displays distinct data. Global objects not only enhance efficiency during
application development but also contribute to standardizing the application.

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Note: It's important to mention that these copies of the global object are instances. This
means that any changes made to the global object will automatically propagate to all
its instances.

27. Save the changes and close the Dashboard display

28. From the Explorer pane open the AreaFaceplate global object.

29. Using the Object Explorer find the PanelColorChange object. It will be part of the previously
created Group1. Right-click on it and select Properties.

30. From the General tab change the Back color to white and click OK

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31. Save the changes and close the AreaFaceplate global object

32. From the Explorer pane open the Dashboard display again. Note, that all instances of your
global object were updated with your recent color change

33. Launch the FactoryTalk View SE Client created before (if not already launched) and navigate
to the Dashboard display. Check if the created global objects behave as expected

As you have seen, global objects are a powerful tool, and when combined with parameterization,
they become highly flexible. Properly planning your application allows you to maximize the use of
global objects, significantly simplifying the designer's work when making later changes, updates,
or expanding the application.

This concludes exercise J: Create Global Objects

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Appendix 1: Using FactoryTalk ViewPoint with FactoryTalk View

SE (Optional)

Objectives
In this exercise, you will complete the following:
Configure the FactoryTalk ViewPoint desktop and mobile portal from a web browser
Navigate a FactoryTalk ViewPoint application

Scenario
FactoryTalk ViewPoint provides a web-based portal for access to a FactoryTalk View application.
This can be useful for remote monitoring of production systems, or for uses that don’t necessarily
need to access all functions of the View SE Client.

Practice
1. Use the Windows Start to launch FactoryTalk ViewPoint Administration portal

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Here’s some important information about ViewPoint

FactoryTalk ViewPoint is an add-on to FactoryTalk View that extends visualization and real-time
decision capabilities to browser-based remote users, including plant managers, supervisors, or
mobile workers. With FactoryTalk ViewPoint, critical information of plant floor operations can now
be easily accessed and monitored from virtually any location and virtually any device.
FactoryTalk ViewPoint leverages HTML5 technology which opens up connectivity across common
types of mobile devices and modern browsers. Whether you are using an operator workstation,
iPad, or Samsung Galaxy Tab®, a web browser is all that is needed to gain access to a web-enabled
application.
A FactoryTalk ViewPoint web application consists of graphic displays selected from an existing
FactoryTalk View application converted for viewing in a web browser, and then published to a
FactoryTalk ViewPoint Server (also called the web server).
• For Site Edition applications, the FactoryTalk ViewPoint Server runs on a desktop or
server computer.
• For Machine Edition applications, a PanelView™ Plus, PanelView™ Plus 6 or PanelView™
Plus 7 operator terminal functions as the server.
After a moment, the ViewPoint Administration portal will appear.

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2. Click on the Publish Displays button

3. In the resulting webpage, confirm Site Edition (Local) is selected for the FactoryTalk View
Application Type through the dropdown and CookieDemo is selected for Select the
application. Finally, click Select Graphic Displays

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Available FactoryTalk ViewPoint publishing options:

Web Enable
Select whether each display should be published for viewing in a browser
• Checked – the display will be published
• Cleared – the display will not be published
Initial Display
Select which display will be shown when a user first connects to FactoryTalk ViewPoint
Mobile Enable
Select whether each display should be published for viewing on a mobile device, in addition to
viewing in a browser. A URL interface is also provided for easier navigation between displays on
devices that have smaller screens. You may wish to create displays specifically tailored for mobile
users. Mobile URL: http://<servername>/FTVP/m/
• Checked – the display will be published to the mobile URL

• Cleared – the display will not be published to the mobile URL

Re-publish all selected displays (optional)

Overwrite the existing displays even if their content has not changed
Select a Startup Macro (optional)
If the FactoryTalk View application selected includes a macro, from the select startup macro list,
select the macro that runs when a client connects to the published application.

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4. On Select displays step webpage, click the radio button to set the Header display as the
Initial Display, uncheck the Footer and Header for Mobile Enable. Select the ClientStartup
macro from the dropdown list, check Publish navigation menu, and finally click the Publish
Displays button

On the published display webpage, the progress bar will eventually complete, and the status
of each display should be show as done.

NOTE
By default, the screens available through ViewPoint are read-only. When a client is set to read-
only, the numeric inputs and action buttons that could change PLC values are disabled. The
functionality of some types of objects are not currently supported by ViewPoint in a browser.
Compatibility information can be found on Rockwell Automation’s Compatibility and Download
Center.

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5. In FactoryTalk ViewPoint Administration click on Security Settings

6. In the Security Settings tab do the following:

a. Click on Secured Displays

b. Click on CookieDemo to select the entire application

c. Click the box next to Enable Write to enable

d. Click on Apply to save the settings

The above actions will enable tag writes for all displays in the application.

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7. In FactoryTalk ViewPoint Administration go back to Publish Displays Tab

8. Click on the Open classic Web button. The web browser will open in a second browser tab and
the FactoryTalk View application will launch there

NOTE
The FactoryTalk ViewPoint Administration console allows you to publish displays to the web,
configure security, setup activations, view server settings, and also access online help.

AThis is the ‘Desktop View’ of ViewPoint in the web browser. The Header, Footer, and
Overview displays are initially shown as a result of the startup macro selected during the
configuration of the FactoryTalk ViewPoint application. You can also see the Navigation
Menu at the top of the screen, which was added using the checkbox during the configuration.

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9. Navigate to the Alarms display by clicking on the Alarms button from the navigation bar

10. Toggle the same alarm from Exercise H using the previously modified button in the Header
section of your application.

11. A list of alarms can be filtered by typing in a string in the Quick filter field as shown

12. Click on one of the alarms listed to open a new window that will contain more details about
that alarm

Also provided on this detailed alarm window is the ability to Acknowledge or Shelve the
alarm.

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13. Navigate to the Cooling display and observe the trends

14. In FactoryTalk ViewPoint, a Mobile Device interface is also offered for easier navigation on
devices which may have smaller and varied screen sizes

a. Navigate to the following URL in the Chrome browser:

http://localhost/FTVP/m/

b. For this exercise, select “Block” if you get a Chrome pop-up

Note: Selecting “Allow” would enable FactoryTalk Alarms and Events notifications to
be displayed in the browser

Note: Notice that the Header display is not shown. This is because you were
instructed back in step for of this exercise to uncheck the display so that it was
not mobile enabled. Other displays that were published with the mobile enabled
option are the displays that appear in the list as expected.

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15. Near the top, click on Alarms link that is shown next to the displays. You will see any active
alarms here

16. Click on one of the alarms to view the alarm details

17. Review the details. Notice at the bottom that you are provided with options to Acknowledge
or Shelve the alarm

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18. Explore Mobile Enabled published displays

a. Near the top of the browser window, click on Displays

b. Click on the Overview display

Note: If you are targeting mobile platforms with FactoryTalk View, you can use one of
Chrome’s built-in features to set the browser window’s size to a mobile device’s
known resolution. To view different layouts, you must enable the Chrome
developer tools.

19. In the top right corner of the browser, click on the menu icon and navigate from More tools to
select Developer tools

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20. Use the toggle device toolbar button to enable the device toolbar above the web page image
(if not already visible)

21. Select the device to emulate from the Responsive dropdown list. Note that you can enable
other pre-built custom devices through developer tools options by selecting Edit… or set a
specific, custom resolution by directly changing the values. For this exercise, select iPhone
12 Pro

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22. The browser will now show the application in the resolution of the selected device and can be
flipped from portrait to landscape mode using the icon highlighted in the screenshot

23. The browser content must be more compact when using smaller display sizes / devices.
Notice in the top left corner you can see an indication of the number of active alarms. Click on
the navigation icon in the top left as shown

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24. You can explore by clicking on individual alarms here for more detail and choose to either
Acknowledge or Shelve alarms

You may try out other mobile display sizes and/or look at the other displays.

Click the navigation icon located in the top right or left for options.

NOTE
If you know you will have users looking at ViewPoint from mobile devices, you can modify
existing displays so that the content aligns to mobile friendly displays or create screens
specifically for those users.

This concludes Appendix 1: Using FactoryTalk ViewPoint with FactoryTalk View SE

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Appendix 2: DataLogPro and TrendPro

Objectives
In this exercise, you will complete the following:
Add new tags to DataLog Pro
Add new TrendPro Object to present DataLogPro data.

Scenario
DataLogPro allows real-time data logging to an InfluxDB database. The configuration process is
straightforward and does not require the user to have prior knowledge of the database storage
itself. The logged data is then accessible from tools such as TrendPro, which you have already
explored earlier. In this exercise, after configuring DataLogPro, we will duplicate an existing
TrendPro object and modify it on the Overview display.

Practice
1. From the Explorer pane navigate to Data Log catalog, expand it, right-click on DataLogPro,
and click Open

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2. The DataLogPro window will open. In the Tag Browser (on the right side of the window)
navigate to: FactoryTalkLinx > CookieLine > Online > Program:Cooling > mCoolUDT >
mCoolUDT[1]. Use the [+] sign to add TempZone and TempSetPtZone tags to DataLogModel:

3. You will see both tags added to the list on the main part of the window. We will keep the
default settings. Close the window and Save the changes.

That’s it! Your data is now being logged into the InfluxDB database. Now let’s create an interface to
see your data.

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4. Open the Cooling display and Copy the TrendPro object created in one of the previous
exercises

5. Close the Cooling display and open the Overview display. Right-click on an empty area of the
display and select Paste. A new Trend Pro object will be added to the Overview display.
Repeat this step to add a second Trend Pro Object

Note: You will add two Trend Pro objects to make comparing both data presentation
methods easier. The first chart will display data identical to the Cooling display—live
data only, while the second Trend Pro object will present data archived using
DataLog Pro.

6. Ensure that you now have two TrendPro objects on the Overview display. You can verify this
visually or by checking in the Object Explorer. You should see two TrendPro objects listed just
below the main Display object at the top of the list.

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7. Right-click on the first newly added Trend Pro object and select Properties (You can select
the object directly on the display, or from the Object Explorer)

8. In the Common tab change the Top to: 20 and Left to: 590, and then click OK

9. Now select the second Trend Pro object, go to Properties, and in the Common tab change
the Top to: 20 and Left to: 935, and then click OK.

This is how your two trends objects should now be placed on the Overview display

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10. Using the Drawing/Panel tool, create a new Panel on the Overview display

Note: Don’t worry about the size or location of the panel object for now. You will modify
this in a later step!

11. On the Panel properties window which will appear after creating the object, make the
following changes:

a. In the General tab change the Border Style to RaisedInset and the Border width to 7

b. In the Common tab change Width to 700, Height to 300, Top to 5, Left to 570, and click
OK.

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12. The newly created Panel will hover over the previously pasted Trend Pro objects. Right-click
on the Panel, and select Arrange/Sent to back

The Panel will be now placed below the two Trend Pro objects

13. Now right-click on the right TrendPro object and select Properties. From the general tab
click Trend Setup

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14. While in the Traces tab, select the first trace (if it’s not already selected by default) and click
on the ellipsis button next to the Tag field. The Select Item window will appear.

15. In the Select Item window expand the DataLogPro, and select Ungrouped tags. From the
item list below select the first tag:
::CookieLine]Program:Cooling.mCoolUDT[1].TempSetPtZone and click Ok

Note: The Historical model filed has changed to DataLogPro

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16. Now select the second trace and repeat steps 14 and 15. In the Select Item window, this time
select the second tag from the list:
::[CookieLine]Program:Cooling.mCoolUDT[1].TempZone

17. Click Close to close the Properties window and then OK to close the TrendPro properties
window.

18. Test the Overview display

Note: DataLogPro began logging data immediately after you completed the configuration.
As a result, when you start the display in test mode, you should already see that the
traces cover the entire period (5 minutes) defined in the TrendPro object

19. If you wish, you can also check the functionality using the FactoryTalkView SE Client created
earlier. The TrendPro objects should behave the same as when tested using the Test Display
functionality.

Note: You should notice that both charts are not identical. The TempZone signal on the
right chart appears to be shifted compared to the same signal presented on the left
chart. What do you think is the cause of this? You will find the answer to this
question on the next page.

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Note: Answer: The signal shift is due to the data logging settings in DataLog Pro. The data
presented on the left chart, which is live data, is sampled with the default frequency
settings of the display. In contrast, the data on the right chart is sampled at the
default frequency set in DataLog Pro, which is 10 seconds. The difference in
sampling rates, along with the characteristics of this signal, causes the signal to be
displayed differently depending on the chart. This is why it is crucial to properly
configure data logging parameters when using DataLog Pro. You can learn more
about this in our second lab: "What's New in FactoryTalk View SE V15.

This concludes Appendix 2: DataLogPro and TrendPro

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Appendix 3: Runtime Security

Objectives
In this exercise, you will complete the following:
Create a new User
Configure security by editing the Security Codes
Modify a label to display the current user's name
Modify the login button
Create security access rights for the display

Scenario
Security settings are one of the fundamental functionalities of any SCADA system. In this exercise,
you will go through the process step by step, from creating a user to assigning the appropriate
permissions for displays. This solution allows you to manage access to displays or various
functions of your system, ensuring that only authorized individuals have access. In this exercise,
you will create a user in FactoryTalk View SE, but remember that you can also add your local or
domain users and groups to the Factory Talk View SE Application.

Practice
Creating a new user

1. In the Explorer pane double-click the Runtime Security to open

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2. In the Runtime Security window click on Security Accounts

3. In Security Settings for CookieDemo window click Add

4. In the Select User or Group window:

a. select Show users only

b. click Create New -> and select FactoryTalk User…

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5. In the FactoryTalk User window make the following changes:

a. type “Student” in User Name field

b. type “rockwell” in Password and Confirm fields

c. click OK

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6. Select the newly created user in the Select User or Group window and click OK

Setting Up Permissions

7. In the Security Settings for CookieDemo window

a. select All Users

b. In the Permission for All Users field expend the Factory Talk View Security Codes and
uncheck the Code A

[Optional] Select newly created user Student and make sure that the Code A is checked

c. Click OK

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8. Close The Runtime Security window and Save the changes

Login button modifications

9. From Explorer pane open the Header display

10. Right-click on the login button (key icon) and go to Properties

11. On the Button properties window, make the following changes:

Action tab

a. Type “Login” in Release action field

b. Click OK

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String display modification

12. Right-click on the String Display object located just below the Factory Talk View SE Logo and
go to Properties

13. On the StringDisplay properties window, make the following changes:

Common tab

a. Check the Visible checkbox

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On the General tab

a. Modify the expression by adding “ + CurrentUserName()”. The expression should now

looks like this: “Currently logged user: " + CurrentUserName()

b. Click OK

14. Click Test Display to check if the newly added component works as expected. You should see
that the Currently logged user is the Windows user ONCOURSEWINSVR2\LABUSER

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15. Close the Header display and Save the changes

16. From the Explorer pane open the Dashboard display

17. Right-click on an empty area of the display and select Display Settings

18. In the Settings window, change the Security Code to Code A, and click OK to accept the
changes

19. Close the Dashboard display and Save the changes

20. Start the FactoryTalk View SE Client. If the client is already open, close it and then reopen it

21. When the client starts, try to navigate to the Dashboard display. You will notice that the
display is not opening.

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22. Click the Login button from the Header part of the application and log in using the newly
created user

Username: Student
Password: rockwell

Note: The currently logged-in user information in the Header section of the display
should update to show Student as the logged-in user.

23. Navigate one more time to the Dashboard display. This time display will open.

This concludes Appendix 3: Runtime Security

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Appendix 4: Language switching

Objectives
In this exercise, you will complete the following:
Add a second language to your application
Add translation for the second language
Modify the predefined button to be able to change the language

Scenario
The option to change the language is often a required functionality for end users. Having multiple
language versions of the same application allows operators to easily operate the machine in their
native language, as well as aids in machine maintenance and communication with the service
team. In this exercise, you will learn how to add a new language to your application and upload
additional translations. You will also modify a button that will allow for changing the application’s
language. In this exercise, we will focus on changing the language for the navigation menu

Practice
1. In the first step, you will add a new language. In this exercise, we have chosen Polish as the
language, as the author of this manual is from that country. Go to the menu bar and select
Tools and then Languages…

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2. English Language (en-US) is already added (this language was chosen when you were creating
a new application). In the Language Configuration window check Display undefined strings
using the default language and then click Add to add a new language

3. In the Add Language window select Polish (Poland) pl-PL and click Ok

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4. In the Language Configuration window, confirm adding new language by clicking the Apply
button

5. Adding a new language does not automatically translate the application's text strings. There
are two approaches to handle the translation. You can either switch the application language
in Studio to the new one and manually translate all the strings, or you can export the existing
language strings to a text or Excel file and perform the translations there. To save you time,
we've already prepared a translated language file for you, which now just needs to be
imported. In the Language Configuration window select the Polish language and then click
Import

6. The String Import Export Wizard will appear. In the Import Operation section click Next

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7. In the Select File wizard section click the ellipsis button

8. Browse to C:\LabFiles\BasicLab\Strings, select the CookieDemo_CookieDemo_pl-PL.txt

file and click Open

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9. In the Select File wizard section click Finish

10. You will see that the string import is in progress, and after a few seconds, it should be
completed. Based on what you did during the lab, an Export Log text file may appear,
informing you that not everything was imported into the application. Don’t worry about that
and close the log file. You can also close the Language Configuration window by clicking OK

Language Switch button modification

11. From the Explorer pane open the Header display

12. Right-click on the Language button (language icon) and go to Properties

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13. On the Button properties window, make the following changes:

On the Action tab

a. Type “If CurrentLanguage() = "en-US" Then Language pl-PL Else Language en-US
Endif” in Release action field
b. Click OK

14. Close the Header display and Save the changes

15. Start the FactoryTalk View SE Client. If the client is already open, close it and then reopen it

16. When the client will start, click on the Language Switch button, which you modified before,
and note how text strings on the Navigation menu change

This concludes all of the exercises for this lab. Thank you for your time and participation!

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Alphabetically list all Rockwell Automation trademarks used in the publication.

Trademarks not belonging to Rockwell Automation are property of their respective companies.

Publication TSP-00000 - September 2024 | Supersedes

Publication TSP-00000 - September 20204 Copyright © 2024
Rockwell Automation, Inc. All Rights Reserved. Printed in USA.

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