ME 64 T101Migratingyour HMIsystem

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PUBLIC - 5058-CO900G

T101 - Migrating your HMI System

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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RA Product Lifecycle Stages

3

Active Active

Mature Discontinued

End of

Life

Active

The most current product offering within a category of product.

Active Mature

Products fully supported and available, but a newer family within the product category is

available. Can realize benefits from migrating to newer family.

End of Life

A product discontinued date has been announced. Actively execute migrations and/or last

time buys.

Discontinued

New product is no longer available. Repair/exchange services may still be available.

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Product Lifecycle

4

Active Active

Mature Discontinued

End of

Life

PanelView

Plus 7

PanelView

Plus 6

PanelView

Standard

NEW

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www.rockwellautomation.com/legacy

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Migrate to Integrated Architecture

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Value of Integrated Architecture

7

Reduce Development Time with FactoryTalk View software

Global Objects and Faceplates

Seamless Logix Connectivity

Direct tag browsing

Macros and Recipe Management

Increase Productivity

Trending and Datalogging

PDF Viewer, MS Office Viewers

Email

Web browser

Backup/Restore

Keep connected with your Plant Floor

FactoryTalk ViewPoint

VNC

FTP

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Productivity Tools

8

Tools to get the job done efficiently!

PDF

Reader

Media

Player

Email Datalog Web

Browser

Office Viewers Backup / Restore

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Mobility Tools

9

FactoryTalk ViewPoint

VNC (Virtual Network Computing)

FTP (File Transfer Protocol)

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PanelView Plus 7

New Displays

Increased screen resolution

Wide screen options

Additional sizes – from 4” to 19”

Certifications:

ATEX

INMetro, EAC –Release 2

Marine (Future Performance models)

IP66, IP54, NEMA 12, NEMA 13 and NEMA 4X

More Screen Options …..

Greater Resolutions …..

Additional Certifications …..

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PanelView Plus 7

Ethernet Connectivity

PanelView Plus 7 Performance

line comes with an embedded

switch (DLR).

PanelView Plus 7 Standard

version include an embedded

Ethernet Port.

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FactoryTalk View ME

v8.0 Updates

12

•Each project has its own private security configuration

•Restore a project (MER/APA) without overwriting any other project’s security configuration

Design-time security

•Allows panel to authenticate with Server 2008/2012 domains

•Requires LDAP support to be enabled in end-user’s domain

Updated Domain authentication

•Add and delete FactoryTalk users during runtime

• Change user’s group membership during runtime

Runtime user management

•Windows 8 and Windows Server 2012 Support

•PanelView 7 Support

Compatibility

Release information subject to change

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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PanelBuilder32 to FactoryTalk View ME

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1. Open your PanelView Standard application in FactoryTalk View Studio.

2. Save it as a PanelView Plus compatible application.

80% of the time, no further modification

is required

Conversion log in FTView Studio identifies

any features not supported by PanelView

Plus 6 and 7

Typically may want to take advantage

of the enhanced features and graphics

available in PanelView Plus 6 and 7

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15

PanelBuilder32 Migration Guide

Migrating PanelBuilder32

Applications

Publication: 2711P-AP001A-EN-P

PanelBuilder32 Migration

to FactoryTalk View ME

This document will provide guidelines and procedures for migrating a

PanelView Standard terminal and applications to the PanelView Plus

terminal platform.

PanelView

Standard

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Prosoft Ethernet/IP to Remote I/O and DH+

16

ProSoft Part Number: AN-X-AB-DHRIO

EtherNet/IP HMI Adapter to Remote I/O and DH+

Upgrade your HMIs without replacing your Control System

From - - >

To - - >

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PanelView Migration Information

17

Migration

Tools

Migration Links

Migration Solutions

- Lifecycle Extension & Migrations

http://www.rockwellautomation.com/solutions

-

services/capabilities/migration

-solutions/overview.page

On

-Site Conversion & Migration Services

http://www.rockwellautomation.com/services/onsite

Legacy PanelView to PanelView Plus Catalog Conversion

http://literature.rockwellautomation.com/idc/groups/literature

/documents/ap/2711p

-ap002_-en-p.pdf

Migrating PanelView Standard Applications

http://literature.rockwellautomation.com/idc/groups/literature

/documents/ap/2711p

-ap001_-en-p.pdf

StepForward

Incentives Program

http://www.ab.com/stepforward/

ProSoft

Ethernet/IP to Remote I/O or DH+

http://www.prosoft

-

technology.com/prosoft/products/stand_alone_gateways/ether

net/ethernet_ip/an_x_ab_dhrio#

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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A View for Every Manufacturing

Scenario

19

FactoryTalk ViewPoint

Web-Based HMI

FactoryTalk View Machine Edition

PanelView Plus and Compact

FactoryTalk View Site Edition

Industrial and Non-Industrial Computers and Monitors

Scalable PC Based HMI

Panel HMI

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Summary of FT View v8.0 release

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Products and Services Released:

FactoryTalk View Site Edition 8.0

FactoryTalk View Machine Edition 8.0

FactoryTalk ViewPoint 8.0

FactoryTalk Services Platform 2.70

FactoryTalk Alarms and Events 2.70

RSLinx Enterprise 5.70

RSLinx Classic 3.70

FactoryTalk Activation 3.62.01

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FactoryTalk View SE v8.0

August 2014 Release

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Streamlined

Installation

•Unattended Install

•Streamlined Client

Install

•Uninstall

FactoryTalk View

Tool

•FT Historian

Connectivity Tools

Improved Run-Time

Experience

•Confirmation

Popup*

•Button Enable

Disable*

•Improved display of

screen values

•Enhanced surface

area for touch

animation*

•New User Group

Security functions

Alarming

Improvements

•Alarm Severity

Improvements

•Configure Alarm

Sounds for Banner

•Out of Scope alarm

occurrence

handling

•Alarm Banner Sort

Order

improvements

•Alarm Log Viewer

Improvements

Configuration and

Application Building

•Capture Value

before Change

•Remote Studio for

Network Station

•VBA import and

export

Expanded Operating

System Support

•Windows 8

•Windows 8.1

Update

•Windows 2012

Server R2

•Cache

Management Tool

•Last release

supporting Older

Microsoft Operating

Systems

* - Supported in ViewPoint 8.0

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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Product Lifecycle

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Active Active

Mature Discontinued

End of

Life

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Changing Technology

24

Platform evolution - operating system and PC

Windows XP–MS support ended April 8, 2014

No software updates

No security updates for virus protection!

No new driver support

FT View v8.0 is final release to support Windows XP

64-bit platform and operating systems becoming standard

Data sharing with the Integrated Architecture and FactoryTalk

Distinction between HMI and other systems starting to blur

Better integration with controllers

Integrate with FT Historian, FT AssetCentre,

VantagePoint and ViewPoint

Adoption of commercial advancements in technology

Virtualization can save capital expense in server infrastructure and administration

costs

Increased demand for mobile HMI solutions

Modern HMI environment for new personnel entering the workforce

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What is the status of RSView32?

Do I have to migrate - is RSView32 going away?

No - RSView32 will be supported as long as 32-bit systems

are available

RSView32 v7.60 does provide support for Windows 7 32-bit

However, there are no plans for RSView32 to support 64-bit

operating systems

If moving to 64-bit systems, you will need to either migrate to

FactoryTalk View SE or employ a solution such as

virtualization

Many RSView32 systems are deployed on computers with

Windows XP –IT departments may have notified the plant to

develop a migration plan

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Benefits of migrating to

FactoryTalk View SE

26

Application development tools

Redundancy

FactoryTalk Live Data and Direct

Referencing

FactoryTalk Services Platform

Audit trails and e-signature for

regulatory compliance

FactoryTalk ViewPoint

Client-side VBA (client-stored and

executed)

Information product integration with

FactoryTalk VantagePoint,

Historian ME

Secondary

Server

Primary

Server

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About FactoryTalk View Studio

27

FactoryTalk View Studio is the single development environment for both

FactoryTalk View SE and ME

Is also the tool used to migrate RSView32 applications to FactoryTalk View SE

Four types of applications can be created in FactoryTalk View Studio

Network Distributed (SE) - multi-client, multi-server application with components

running on different machines

Network Station (SE) –single-client application with all components running on one

machine, but with the ability to connect to system components on remote machines

Local Station (SE) –single-client application with all components running on a single

machine

FactoryTalk View Machine Edition (ME) –application that runs on either a

PanelView Plus terminal or on a PC running FactoryTalk View ME Station

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How to migrate an RSView32 application

to FactoryTalk View SE

28

Create a FactoryTalk View SE project

Select the type of application you want to create: Site Edition (network

distributed or network station) or Site Edition (local) and give it a name

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How to migrate an RSView32 application

to FactoryTalk View SE

29

Add a new Area, and then create a new HMI Server in it

Right-click on the application and

select Add New Server > HMI Server

In the HMI Server Wizard, select

Import a project and click Next

Browse to the RSView32 project

that you are importing

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How to migrate an RSView32 application

to FactoryTalk View SE

30

Provide a name for the new HMI Server and select the computer that will

host the HMI server; click Finish to import the RSView32 application

The RSView32 project is imported into FactoryTalk View SE

You will see displays and the tag database in the project as well as:

Animations

Text

Alarms

Expressions

Parameter Files

Recipes

Derived Tags

Events

Libraries

Images

Macros

Global Keys

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How to migrate an RSView32 application

to FactoryTalk View SE

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Finishing steps

Create a data server to communicate with the controller –see AID 29663

Convert or configure alarms –HMI tag alarms can be converted to

FactoryTalk Alarms; controller-based alarms are available for use in View SE

through FactoryTalk Alarms and Events

Configure startup components and create client files

Convert graphics to use direct referencing

Migrate functionality created with RSView32 VBA –see AID 51770

Create Users and configure Security

Migrate RSView32 extension functionality

Be aware of best practices in FactoryTalk View SE

AID 37110 has links to many best practice documents, as well as patches

and application notes

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Utilities and tools available for migration

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Alarm Migration tool

Used to convert HMI alarms to FactoryTalk Alarms

Converts alarm tags to a format usable by the FT Alarms and Events

server

Available in Knowledge Base AID 45583

Tag Import and Export wizard

Built into FactoryTalk View Studio

Used to export HMI tag information to a .CSV file, which can then be:

Imported into a FactoryTalk Alarms and Events server

Edited using Excel, then re-imported into an application

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Utilities and tools available for migration

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Legacy Tag Database Conversion utility

Installed with FactoryTalk View v6.1, 7.0, or 8.0

Also available in Knowledge Base AID 450509

Converts tag database from old (Watcom) format to new (SQL Server

Express) format that supports 64-bit systems

Allows you to import RSView32 project into FactoryTalk View on 64-bit

machine

HMI Tag to Direct Reference Converter Wizard

Converts HMI tag database references in graphic objects to direct

controller references

Available in Knowledge Base AID 31289

Can be used with both View SE and View ME

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Helpful links

34

RSView32 to FactoryTalk View SE Migration Guide –

Lit Library Doc ID: FTALK-QR004A-EN-P

Covers details on what does and does not convert,

importing RSView32 app into FT View SE

Knowledge Base articles

27708- RSView32 to View SE Conversion

Guidelines

46786 –How to convert an RSView project to

FactoryTalk View SE Distributed

51770 –Sample app showing VBA migration

70818 –FactoryTalk Alarms and Events with

Win-911

57990 –FactoryTalk ViewPoint tips and best

practices

40891 –FactoryTalk View SE Server

Redundancy Guidelines

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Helpful links

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RSView32 to FT View SE migration site

http://campaign.rockwellautomation.com/hmi-home

Collection of tools to help with

decisions and process of

migrating

Many new videos there

covering why you should think

about migrating, technical tips

and a demo of migrating an app,

and success stories

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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Moving to a 64-bit system

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Be aware that a 64-bit OS requires FT View SE v6.1 or later

RSView32 does NOT support 64-bit operating systems

Neither do pre-v6.1 versions of FT View SE / ME

In v6.1 of FactoryTalk View, database format changed to support 64-bit

Now based on SQL Server

Older projects need the tag DB converted before use on 64-bit OS

Couple ways to do this:

Open older View SE project in v6.1 or later - automatically converts

DB

Use the Legacy Tag Database Conversion Tool to convert tag DB

AID 450509 –FactoryTalk View SE and ME v6.1 Legacy Tag

Database Conversion Tool

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Converting a pre-v6.1 FT View project

38

Install Legacy Tag DB Converter

and run it

Select project to be converted and

export Legacy Tag Database

.CSV files will be created in project

folder

Copy entire folder over to 64-bit

machine

Can use Application Manager to

create archive .APA for ME project

For ME .APA, first run Application

Manager to restore project

Run Legacy Tag DB Converter

(installed with FT View v6.1+)

Select FT View SE/ME application

type and browse to project folder

Tag DB is converted…can now

open application in FT View v6.1 or

later!

32-bit machine with

pre-v6.1 FT View

32-bit machine with

pre-v6.1 FT View 64-bit machine with

v6.1 or later FT View

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Converting an RSView32 project

39

Install Legacy Tag DB Converter

and run it

Select RSView32 project to be

converted and export Legacy Tag

Database

.CSV files will be created in

RSView32 project folder

Copy entire folder over to 64-bit

machine, including .CSV files

Run Legacy Tag DB Converter

(installed with FT View v6.1 or

later)

Create FT View tag DB in new

format

Select RSView32 application type

and browse to project folder

Tag DB is converted…can now

import RSView32 project into FT

View SE v6.1 or later!

32-bit machine with

RSView32

32-bit machine with

RSView32 64-bit machine with

V6.1 or later FT View SE

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Legacy Tag Database Conversion -

Summary

40

Users who do not plan to use FactoryTalk View on a 64-bit OS do not

need to use the utility!

Opening a pre-v6.1 project in FactoryTalk View v6.1 or 7.0 on a 32-bit

OS will automatically convert the tag database to SQL Server 2008 R2

Express

Importing an RSView32 project into FactoryTalk View v6.1 or 7.0 (32-

bit) will also automatically convert the tag database

Users who are planning to use pre-v6.1 FactoryTalk View projects on a 64-

bit OS are required to use the utility

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Agenda

Why Migrate to Integrated Architecture

Competitive software conversions

How to Migrate

What’s New in HMI Software

FactoryTalk View SE / ME 64-bit database conversion

RSView32 to FactoryTalk View SE migrations

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Competitive application conversions

42

StepForward applies for any competitor

HMI software migration

Trade-in one for one license toward

FactoryTalk View SE

Competitive Application Conversion Utilities

For Wonderware InTouch and

Intellution iFIX/FIX32

Not a complete conversion!

Tag DB and displays convert,

scripts and ActiveX do not

Helps get conversion started

For details talk to your

distributor or RA sales

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Thank you!

ME 64 T101Migratingyour HMIsystem

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