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Training Manual
VP.1 – Installation and Getting Ready
December 2009
TRDO.100043.03.004 - VP.1 Training Labs
Table of Contents
SECTION 1 INSTALLATION................................................................................................................................... 5
1. In the virtual machine’s Desktop, browse to this folder location FTVP > Product Install.
2. Double-click Setup.exe to begin installing VantagePoint.
NOTE If installing from the DVD, place the DVD in the drive. The splash screen below will launch
automatically. If it does not launch automatically, browse to the DVD drive and run Setup.exe.
NOTE When installing VantagePoint, you will be asked to install the following if they are not currently
installed:
.Net Framework 2.0
Rockwell FactoryTalk Activation Server 3.02 (CPR 9 SR 2)
Rockwell FactoryTalk Services Platform 2.10 (CPR 9 SR 1)
Microsoft ASP.NET 2.0 AJAX Extensions 1.0
MSXML 6 Service Pack 2
OPC Core Components 2.00
4. Click Install.
5. Click Install.
6. Click No.
NOTE The HASP USB dongle drivers are only required if a USB FTActivation dongle will be used. We
will not be using a dongle during the course of this training.
7. Click Yes.
8. Click Next.
9. Select the option I accept the terms in the license agreement.
14. Click Finish. The ASP.NET 2.0 Ajax Extensions 1.0 install will begin.
15. When the ASP.NET 2.0 Ajax Extensions 1.0 install completes, you will see the following dialog.
16. When the ASP.NET 2.0 Ajax Extensions 1.0 install completes, you will see the following dialog.
17. Click Next.
18. Select the option I accept the terms in the License Agreement.
NOTE Most users will select the Express option at this point. However, we will use the Custom option
to explore the options available
21. Explore the features that will be installed by clicking on them individually.
NOTE You can change the portal name at this point but we will keep the default name.
NOTE The Server name is the name of machine where the SQL Server you wish to use as the back end
of VantagePoint is running. The SQL Server you select can be on a remote machine. You can
change the Server name at this point but we will keep the default name.
27. Wait for the following dialog and then click OK.
7. Close Excel. Wait for the install to continue. You will see the following dialog
8. Click Install.
9. Click Finish.
NOTE FactoryTalk Activation Server (FTAS) is installed when VantagePoint is installed. Without an
activated license, VantagePoint will run for 7 days, called the Grace Period. At the end of this
Grace Period, you will need to activate VantagePoint.
NOTES
In this lab the participant will create a FactoryTalk connector. Information defined in the FactoryTalk
Directory is exposed as potential data sources for VantagePoint to use. The lab goes through the steps
of creating the connector and browsing the directory namespace for known Historian, Live Data, and
Alarms and Events data sources. The participant will learn how a connection is made to FactoryTalk
sources in VantagePoint Manager.
NOTE You can also launch VantagePoint Manager from VantagePoint Portal.
To do this, first navigate to VantagePoint Portal. You can get to the Portal in one of two ways:
Launch Internet Explorer and browse to this URL - http://vm-
ftvpsvr/VantagePointPortal/. Here, vm-ftvpsvr is the name of the VantagePoint server.
If it is different, replace accordingly.
Launch VantagePoint Portal from the Start menu (Start > Programs > VantagePoint >
VantagePoint Portal).
Then, in VantagePoint Portal, select this menu item – Tools > Manager.
3. In the User name field, enter ftvpadmin. In the Password field, enter ftvpadmin.
NOTE The directory host name is set automatically depending on the settings in FactoryTalk
Administration Console.
If an existing login is used, the login user must be in the Administrators and FTHAdministrators
groups in FactoryTalk Security.
4. Click Next.
5. Select the option No, thank you and click Finish.
NOTES
In this lab the participant will import some FactoryTalk Live Data Structures. The lab goes through the
steps of browsing the selected Logix processor for system-defined structures (SDTs) and user-defined
structures (UDTs) and then importing them into VantagePoint as defined data type structures. This
information is then used when creating or viewing reports that reference this structured data.
1. Launch VantagePoint Manager (Start > Programs > Rockwell Software> FactoryTalk
VantagePoint > Manager).
2. In the model, navigate to System.Sources.FactoryTalk.localhost.
4. Select the option I would like to import FactoryTalk Live Data tags and click Next.
5. Select the option I would like to import Logix controller structures as VantagePoint items and
click Next.
6. In the tree structure, browse to the folder FTVP App > CLX1. The dialog should look like the
following screenshot.
7. Click Next.
8. Click the ellipsis (…) button next to the Select a project file (.acd) for ‘CLX1’ field.
9. Browse to the ACD file FTVP_Simulations_v1.ACD in the location provided to you by your
instructor. Click Open.
21. Click Finish. Upon completion of the import operation, you will see the following dialog.
24. In the General tab on the right, note that the Item type property has the value
FTVP.StandardTypes.ALARM_DIGITAL.
25. All “WC” or workcells were imported as User-Defined Structures (UDTs). You can view these
workcells by browsing to this location –
System.Sources.FactoryTalk.localhost.Applications.FTVP App.CLX1.Online. For example,
you can navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.Program:CapperD.WC_L.
26. In the General tab, note that the Item type property has the value
Connector.FactoryTalk.Logical.UDT.
In this lab the participant will import some FactoryTalk Live Data tags. The lab goes through the steps of
browsing the FactoryTalk Directory namespace for available FactoryTalk Live Data tags and then
importing them into VantagePoint. The participant will explore how to use the Import Wizard to import
data points available on a FactoryTalk connector.
4. Select the option I would like to import FactoryTalk Live Data tags and click Next.
5. Select the option I would like to import simple tags from Logix controllers and other data
servers and click Next.
6. You should see the dialog below.
7. In the Tag Folders structure, browse to the following folder FTVP App > CLX1 > Online >
DisplenserLine and click the > button. The dialog should like the following screenshot.
Program:CapperD
Program:CapperR
Program:FillerD
Program:FillerR
Program:LabelerD
Program:LabelerR
Program:PackD
Program:PackR
12. The import may take up to 5 minutes. Wait for the import to complete.
16. A shortcut to the imported folder structure was created during the import. Browse to this
location to view the shortcut – MyEnterprise.FactoryTalk.Applications. You may need to
refresh the view by clicking the model refresh button . You can, for example, view the
DispenserLine folder by navigating to MyEnterprise.FactoryTalk.Applications.FTVP
App.CLX1.Online.DispenserLine.
3. On the right, select the Properties tab. Note that the HistorizedTag property is blank. Later
when, we import tags from FactoryTalk Historian, we will find that this property will be filled
in automatically with the Fully Qualified Name (FQN) of the corresponding FactoryTalk
Historian tag.
4. Turn off filtering by clicking the filter icon before proceeding to the next section.
In this lab the participant will verify that data can be retrieved from the FT Live Data structures imported
in the previous lab.
The participant will create an ad-hoc Excel report to show the current work order information for the
Dispenser Line by retrieving the live values of the tags previously imported.
1. Launch VantagePoint Excel (Start > Programs > Rockwell Software> FactoryTalk VantagePoint >
Excel).
2. In Excel, click on the Add-Ins tab in the ribbon. Select VantagePoint > Insert Function.
3. We want the Current Value option so we will keep the default. Click Next.
5. Click on the tag CustomerName[0] and click the > button to select it.
System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.DispenserLine.OrderName.OrderName[0].OrderName[0]
System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.DispenserLine.OrderNumber.OrderNumber[0]
System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.DispenserLine.PartName.PartName[0].PartName[0]
7. Click Next.
8. Click Finish.
In this lab the participant will import tags defined in a FTHistorian server. The lab goes through the steps
of connecting to a FTHistorian server, selecting tags, and then importing them into VantagePoint. The
participant will explore how FactoryTalk Historian tags are imported into VantagePoint Manager.
4. Select the option I would like to import FactoryTalk Historian tags and click Next.
6. You will see the following dialog when the import has completed.
7. Click OK.
Correlation of a FactoryTalk Live Data tag with its corresponding FactoryTalk Historian tag
1. Navigate to System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.Program:CapperD to view the tags in this folder.
2. Turn on filtering and filter on the text temperature.
3. In the list view below, you will see the tag Temperature1. Click on it.
4. In the Properties tab on the right, note that the HistorizedTag property is no longer
blank. You may have to restart VantagePoint Manager to refresh this property. This
property has been filled in automatically with the Fully Qualified Name (FQN) of the
corresponding FactoryTalk Historian tag. In this example, the tag FactoryTalk Historian
tag is System.Sources.FactoryTalk.localhost.Historians.Production
Historian.Tags.[CapperD.Temperature1].
In this lab the participant will verify that historical data can be retrieved from the FT Historian tags
imported in the previous lab.
The participant will create an ad-hoc Trend report to show a comparison of FillerD’s temperature versus
FillerR’s temperature by retrieving the historical values of the tags previously imported.
1. Launch VantagePoint Trend (Start > Programs > Rockwell Software> FactoryTalk VantagePoint
> Trend).
2. In Trend, navigate to this model location
System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags.
3. Select the Filter icon .
5. The list of tags is filtered to only show tags that contain “Temperature” in the tag name. Find
the following two tags in the tags list (below the model browser) and drag-and-drop them
into the trace window on the right.
System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags.
Program:FillerD.Temperature1
System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags.
Program:FillerR.Temperature1
6. Click the Auto Scale Traces and Stack Y-axes buttons . In the time bar, select Last 10
minutes from the drop-down list. You should have something like the screenshot below.
7. Clear the text in the filter field and turn off filtering by clicking the filter icon.
Correlation of a FactoryTalk Live Data tag with its corresponding FactoryTalk Historian tag
We will now trend historical data for a FactoryTalk Live Data tag that is correlated with its corresponding
FactoryTalk Historian tag
1. In Trend, close the current trace window by clicking File > Close.
2. Start a new trace window by clicking File > New.
3. In the model browser, click on System.Sources.FactoryTalk.localhost.Applications.FTVP
App.CLX1.Online.Program:CapperD to view the tags in this folder.
4. Filter on the text temperature.
5. In the list view below, you will see the tag Temperature1. Drag it to the trace window.
6. Clear the text in the filter field and turn off filtering by clicking the filter icon.
In this lab the participant will deploy SQL objects to use against FT Alarms and Events Data. The lab goes
through the steps of deploying SQL stored procedures for use with the query items that are
automatically created under the Alarms and Events connector. The participant will explore how a
connection is made to FactoryTalk Alarms and Events data in VantagePoint Manager.
1. Launch VantagePoint Manager (Start > Programs > VantagePoint > VantagePoint Manager).
2. In the model, navigate to System.Sources.FactoryTalk.localhost.
4. Select the option I would like to import FactoryTalk Alarms and Events information.
5. Click Next.
6. Check the option FTAE.
7. Click Finish.
8. Click Yes.
9. Click OK.
In this lab the participant will verify that Alarms and Events data can be retrieved from the FactoryTalk
Alarms and Events database.
The participant will test one of the query items from the previous lab.
4. Click Test.
5. Launch VantagePoint Portal from the Start menu (Start > Programs > Rockwell Software >
FactoryTalk VantagePoint > Portal).
6. In the navigation menu, click on Reports > FactoryTalk.
7. On the left, click FactoryTalk > AlarmReports > Most Frequent Alarms Report. The displayed
report pulls in data from the FactoryTalk Alarms and Events database.