Installation Guide. FactoryTalk Batch Material Manager Installation Guide

Installation Guide

FactoryTalk Batch Material Manager Installation Guide

Important User Information

Solid-state equipment has operational characteristics differing from those of electromechanical equipment. Safety Guidelines for the Application, Installation, and Maintenance of Solid State Controls (publication SGI-1.1 available from your local Rockwell Automation sales office or online at http://www.rockwellautomation.com/literature/) describes some important differences between solid-state equipment and hard-wired

electromechanical devices. Because of this difference, and also because of the wide variety of uses for solid-state equipment, all persons responsible for applying this equipment must satisfy themselves that each intended application of this equipment is acceptable.

In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment.

The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams.

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WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss.

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Allen-Bradley, Rockwell Software, and Rockwell Automation ControlLogix, eProcedure, FactoryTalk, RSBizWare, RSBizWare BatchHistorian, RSBizWare Historian, RSBizWare MaterialTrack, and RSLinx are trademarks of Rockwell Automation, Inc.

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

Legal Notices

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Trademark Notices

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For a complete list of products and their respective trademarks, go to:

http://www.rockwellautomation.com/rockwellautomation/legal-notices/overview.page?#tab4 Warranty

This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

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the software at any time without prior notice. It is your responsibility to obtain the most current information available

from Rockwell when installing or using this product.

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Table of contents

Legal Notices ... 3  

Chapter 1   What’s new in this release? ... 7  

New system requirements ... 7  

FactoryTalk Batch product enhancements ... 7  

Chapter 2   System Requirements ... 9  

Hardware and software requirements ... 10  

Configuration requirements for Windows Server for Material Manager Server ... 11  

Tested third-party software ... 11  

Anti-virus software ... 12  

Chapter 3   FactoryTalk Activation ... 13  

FactoryTalk Batch component integration ... 15  

Server replacement guidelines for Material Manager ... 15  

Chapter 4   Pre-installation procedures for Material Server and Client... 18  

Install Microsoft Message Queuing Service on Windows Server ... 18  

Windows 7 and Windows 8.1 for Material Manager ... 22  

Install Microsoft SQL Server ... 23  

Set up security ... 23  

Identify Material Server domain level user ... 23  

Log on to Windows Material Manager ... 23  

Enable the Windows Firewall ... 23  

Install Material Server and Client ... 24  

Install the FactoryTalk Services Platform ... 24  

Install the Material Server and Client ... 26  

After you install the Material Server and Client computer ... 29  

Set system date and time ... 29  

Modify event log settings ... 29   How to Use this Guide  

System requirements  

Set up a FactoryTalk Batch system  

Install FactoryTalk Batch

Material Server  

Table of contents

6 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

Share the FactoryTalk Batch directory on the SQL Server computer ... 30  

Configure the Network Editor ... 30  

Configure the Windows Firewall ... 30  

Add an incoming firewall rule ... 31  

Disable Administrative Approval Mode ... 32  

Install Batch Server or Material Server on Windows 8.1 (optional) ... 33  

Install a loopback adapter (optional) ... 35  

Install FactoryTalk Batch Material Client ... 35  

Pre-installation procedures for Material Client ... 35  

Install Microsoft Message Queuing Service on Windows Server ... 36  

Windows 7 and Windows 8.1 for Material Manager ... 38  

Set up security ... 39  

Identify Material Server name ... 39  

Log on to Windows Material Manager ... 39  

Enable and configure Windows Firewall ... 39  

Install Material Client ... 40  

Install the FactoryTalk Services Platform ... 40  

Install the FactoryTalk Batch Material Manager Client ... 41  

After you install the FactoryTalk Batch Material Client ... 44  

Set system date and time ... 44  

Modify event log settings ... 44  

Configure the Windows Firewall (optional) ... 44  

Install a loopback adapter (optional) ... 44  

Uninstall Batch components ... 44  

Back up Material Manager files ... 44  

Allow the Message Queue to clear ... 45  

Disable the Material Server ... 45  

Disable COM+ Security and shut down the COM+ application ... 46  

Run the uninstall program for FactoryTalk Batch Material Manager ... 47  

Delete the COM+ application ... 47  

Delete the default directories ... 48  

Remove Registry subkeys ... 48  

Troubleshoot your installation ... 49  

Index      

Chapter 1

How to Use this Guide

This guide provides the information and procedures you need for installing FactoryTalk® Material Manager.

New system requirements and new installation instructions for these system requirements have been added to the FactoryTalk Batch products, including FactoryTalk eProcedure and FactoryTalk Batch Material Manager.

Following are new system requirements for version 12.01:

 The Batch Server (Batch, eProcedure, and Material Manager) can now be placed on any supported operating system.

 If you are using a 32-bit computer, use Windows Server 2008 Service Pack 2 or Windows Server 2012

 If you are using a 64-bit computer, use Windows Server 2008 R2 Service Pack 1 or Windows Server 2012 R2

 FactoryTalk Batch version 12.01 components require:

 FactoryTalk Services Platform version 2.73 or later

 A minimum of .Net Framework 4.0.

FactoryTalk Batch includes these new features for version 12.01:

 The Batch Server (Batch, eProcedure, and Material Manager) can now be placed on any supported operating system.

 Compatibility of the Batch Suite of products with Internet Explorer 11 when using Windows 8.1 or Windows 2012 operating systems.

 Windows 8.1 compatibility with the Batch Suite of products, including the Batch Server.

What’s new in this release?

New system requirements

FactoryTalk Batch product

enhancements

Chapter 1 How to Use this Guide

8 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

 Windows Server 2012 compatibility with the Batch Suite of products, including the Batch Server.

 Products that run with .Net support run with .Net 4.0 and later.

 FactoryTalk Services Platform 2.73 or later compatibility with the Batch Suite of products.

Chapter 2

System requirements

Review the following information before setting up your FactoryTalk Batch system.

The following are the minimum and recommended system requirements to successfully install, configure, and run FactoryTalk Batch components. These requirements assume that no other applications is running on the computer, unless it is an application that is listed in the Tested third-party software section.

 Use a DVD-ROM drive to install the software.

 Ensure that all selected hardware is on the compatibility list for any one of the following:

 Microsoft® Windows™ Server 2008 Service Pack 2 (32-bit) Microsoft Windows Server 2008 R2 Service Pack 1 (64-bit)

 Microsoft Windows Server 2012 Microsoft Windows Server 2012 R2

 Windows 7 Service Pack 1 (64-bit) Windows 8.1 (32-bit and 64-bit)

Systems that do not meet the minimum requirements for the version of software being used are not covered under warranty.

Important: FactoryTalk Batch components version 12.01 are supported in U.S. English only. You must install the English language version of Windows Server 2008 or Windows Server 2012, SQL Server (if used), Windows 7 or Windows 8.1 to ensure proper operation of FactoryTalk Batch, FactoryTalk eProcedure, or FactoryTalk Batch Material Manager. For more information about supported operating systems and other Rockwell Software product version support, refer to the Product Compatibility and Download Center (PCDC) at:

http://www.rockwellautomation.com/global/support/pcdc.page.

 The FactoryTalk Batch Server computer cannot be configured as a:

 Domain Controller

 DHCP Server

 WINS Server

 RAS Server

 DNS Server

 Master Browser

 Replication cannot be enabled on the FactoryTalk Batch Server computer.

System Requirements

Chapter 2 System requirements

10 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

 Install FactoryTalk Batch software on an NTFS formatted hard drive, as Windows security features are available only for drives formatted to use NTFS.

Important: Systems with modified DCOM configuration settings are not covered under warranty.

Configuring settings using DCOMCNFG may stop the FactoryTalk Batch Server and prevent the FactoryTalk Batch Service Manager from functioning correctly.

Important: The domain name and server name must contain only the alphanumeric characters a through z, 0 through 9 and the dash (-) and period (.). If the server name contains other characters, such as an underscore (_), Internet Explorer blocks cookies from a server. If a server or domain name does contain unsupported characters, the eProcedure Client does not retain the logged on user's name.

Important: FactoryTalk Batch version 12.01 components do not support touch screen technology.

The following is a list of the hardware and software required to install and use FactoryTalk Batch. The requirements listed are the minimum tested (and therefore supported) requirements.

Server Client

Operating System Any operating system listed in the System

requirements section. Any operating system listed in the System requirements section.

Computer 2.8 GHz processor or greater, including hyper-

threading models 2.6 GHz processor or greater )

Memory 4 GB RAM (minimum) 2 GB RAM (minimum)

Available Hard

Disk Space 30 GB (60 GB recommended) 15 GB (30 GB recommended)

Hard Disk Format NTFS

Disk Drive(s) DVD-ROM drive and a hard disk (SCSI or faster)

Monitor SVGA TrueColor with 2 MB of video RAM and 1024 x 768 resolution Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device Browser Internet Explorer 11 (U.S. English)

Hardware and software

requirements

System requirements Chapter 2

Server Client

SQL Server Options SQL Server 2012, 32-bit or 64-bit, English only SQL Server 2008 R2 Standard Edition, 32-bit, English only SQL Server 2008 R2 Standard Edition, 64-bit, English only

Network 10 Megabit or faster Ethernet card, network cable Network Protocol TCP/IP

Backup Removable media device such as a DVD-RW drive

Other Software FactoryTalk Batch, FactoryTalk Batch Material Manager, and FactoryTalk eProcedure are not warranted to run with any other third-party software installed on the same PC, unless otherwise stated in writing by Rockwell Automation. (See Tested third-party software for more information.)

The English version of FactoryTalk Batch for version 12.01 can be installed on any supported operating system and any supported SQL Server for use with the Material Manager. SQL Server can reside on the same computer as the Batch Server, but this is neither required nor recommended.

 All supported operating systems are tested for version 12.01, and therefore warrantied, by Rockwell Automation.

 Install the operating system using the default selections.

 For the server operating system, add the Application Server role. For instructions on how to add the Application Server role, see the Configure the operating system section.

 Add Microsoft Message Queuing Service.

Important: It is highly recommended that you use the default installation directories for all components. The application, test suite, and associated documentation assume default directories are used. Extensive unit and system testing by Rockwell Automation ensures that all components function as one solution after the application is configured.

The following new software has been tested with the current version of FactoryTalk Batch components.

Microsoft

The following Microsoft products have been tested with the current version of FactoryTalk Batch components.

Configuration requirements for Windows Server for Material Manager Server

Tested third-party software

Chapter 2 System requirements

12 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

 Internet Explorer 11

 Microsoft Office 2010

 Visual Basic 6.0, Service Pack 6

 SQL Server 2012 (English version only) Adobe

 Acrobat Reader XI (11) Rockwell Software

 Logix Designer (formerly RSLogix 5000) version 21

 RSLinx Classic version 3.60

 RSLinx Enterprise version 5.60

 FactoryTalk Activation version 3.60

 FactoryTalk Services Platform version 2.73 or later

 FactoryTalk View SE version 8.0  

All Rockwell Software products in this release have been tested using the latest anti-virus software.

Anti-virus software

Chapter 3

Set up a FactoryTalk Batch system

Review the following information before setting up your FactoryTalk Batch system.

FactoryTalk Activation is used to license FactoryTalk Batch, FactoryTalk eProcedure and FactoryTalk Batch Material Manager.

FactoryTalk Activation is only required on FactoryTalk Batch Server installations.

FactoryTalk Activation is not necessary on Batch client installations, eProcedure client installation, or any Material Manager installations.

The FactoryTalk Batch Server computer requires the FactoryTalk Activation Manager to enable communication with the FactoryTalk Activation Server. If your FactoryTalk Activation Server is not on the same computer as the

FactoryTalk Activation

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14 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

FactoryTalk Batch Server then you must install the FactoryTalk Activation Manager on the FactoryTalk Batch Server computer.

Activation files are obtained in one of the following ways:

 Go to the Rockwell Software licensing website

 Use the FactoryTalk Activation Manager on a computer that has internet access.

 If Internet access is not available, call Rockwell Automation Technical Support to obtain an activation file via e-mail or fax.

Set up a FactoryTalk Batch system Chapter 3

FactoryTalk Batch components are completely open, configurable products that help you define, manage, monitor and control manufacturing at local or remote sites. A typical FactoryTalk Batch architecture consists of one or more computers on a single network. The following diagram gives an example of a possible FactoryTalk Batch network:

Consider the following guidelines when deciding where to place your servers on the network:

 Install the FactoryTalk eProcedure Server on the same computer as the FactoryTalk Batch Server.

 Install the FactoryTalk Batch Material Server on a computer with SQL Server. Do not install the Material Server on the same computer as the FactoryTalk Batch Server.

 Up to ten FactoryTalk Batch Servers can exist in a FactoryTalk Batch network.

FactoryTalk Batch component integration

Server replacement

guidelines for Material

Manager

Chapter 4

Install FactoryTalk Batch Material Server

There are setup procedures that must be completed before and after you install the Material Server. To define the Material Server installation process, the installation is divided into the following three categories:

 Pre-Installation Procedures

 Installation

 Configure the Material Server

Use the following checklist when installing the Material Server and Client:

Pre-Installation Procedures for Material Server and Client

 Install Operating System See the New system requirements section for supported operating systems.

 Install Microsoft Message Queuing Service Required for the Material Journaling.

 Install Microsoft SQL Server SQL Server is installed on the same computer as the Material Server.

 Set Up Security Configure security and user accounts.

 Identify Material Server Domain Level User Identify and configure the domain level user account.

 Log on to Windows Log on with Administrator privileges.



Enable Windows Firewall Enable the firewall if you want the Material Manager setup program to populate the firewall exceptions.

Install Material Server

 Install the FactoryTalk Services Platform Install the FactoryTalk Services Platform. Client requirement.

 Install the Material Server/Client Install the Material Server with the Material Client.

Configure the Material Server and Client

 Set System Date and Time Each computer in the Batch System must be set to the same date and time.

 Modify Event Log Settings Configure the Windows Application and System logs.

 Enable Material Journaling To enable Material Journaling complete the steps on the following page.

Share the Batch Directory on the SQL Server To allow users to view log files, share the Batch

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18 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

 Configure the Network Editor Configure the Network Editor on the Material Server Computer.



Configure the Windows Firewall Add additional firewall exceptions that allow the Material Server to function properly.

Before you install the Material Server and Client you must install and configure the Windows operating system, and install other third-party software that is used with your FactoryTalk Batch system.

You must install the Microsoft Message Queuing Service (MSMQ) prior to installing FactoryTalk Batch Material Server. The Material Server uses MSMQ for the asynchronous logging of messages in the Material Activity Journal.

To install Message Queuing Service on Windows Server:

1. From the Start menu, select Control Panel > Administrative Tools >

Server Manager.

or

Control Panel > Administrative Tools Tile >Service Manager.

2. Select Manage and then select Add Roles and Features.

Pre-installation procedures for Material Server and Client

Install Microsoft Message Queuing Service on

Windows Server

Install FactoryTalk Batch Material Server Chapter 4

3. The Add Roles and Features Wizard opens. Select Next.

4. Select the Role-based or feature-based installation option and then select

Next.

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5. Select your server and then select Next.

6. In the Server Roles window, select Next.

7. Expand Application Server and select the COM+ Network Access

(Installed) option. Select Next.

Install FactoryTalk Batch Material Server Chapter 4

8. In the Select features window, select Message Queuing.

9. Expand Message Queuing.

10. Select Message Queuing Services. Clear any other check boxes under

Message Queuing Services.

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11. Select Next, and then select Install.

Follow this procedure to configure the Windows 7 and 8.1 operating system.

For Windows 7 and Windows 8.1:

1. Select Start > Control Panel, navigate to Programs and Features > Turn Windows Features on or off. The Windows Features dialog box opens.

The blue-filled boxes indicate that the feature is turned on. If you select the plus sign to expand the box, the components in the expanded box are not selected. This is as expected. The feature is still turned on even if the lower components are not selected.

2. Select Microsoft Message Queue (MSMQ) Server.

3. Select OK to close the Turn Windows features on or off dialog box.

Windows 7 and Windows

8.1 for Material Manager

Install FactoryTalk Batch Material Server Chapter 4

For FactoryTalk Batch Material Server installations, install Microsoft SQL Server on the same computer where you will install the FactoryTalk Batch Material Server. (See New system requirements for supported versions.) SQL Server services must be running during the installation process.

Important: If you intend to store recipes (from the FactoryTalk Batch Recipe Editor) on a remote SQL Server, you must add TCP Port 1433 as an exception in the Windows Firewall. (See Configure the Windows Firewall for more information.)

There are five preset domain user groups and one domain user account that must be created prior to installation. These domain accounts are then added to the appropriate COM+ roles during the installation. (For more information about security settings, see the section on Security settings in the Material Manager Administrator’s Guide.)

When you install the Material Server component, the setup program prompts you for the account and password for the domain or workgroup level user.

Log on to Windows with administrator privileges. Close any open applications.

Tip: The logged in user must be a member of the domain and also have local administrator rights on the computer where the Material Server is being installed.

If you want the installation program to populate the firewall exceptions automatically, you must first enable Windows Firewall Service prior to running the installation. This allows the Firewall Configuration Utility to add the necessary exceptions.

Important: The Windows Firewall settings may be managed externally. If this is the case, you will not be able change the Windows Firewall settings.

Tip: You must enable the service on both the Server and Client computers.

Enable the Windows Firewall:

1. From the Start menu, select Control Panel > Windows Firewall. The Windows Firewall dialog box opens.

2. Only if the Firewall is off, select Turn Windows Firewall On or Off. The Windows Firewall Settings dialog box opens.

Install Microsoft SQL Server

Set up security

Identify Material Server domain level user

Log on to Windows Material Manager

Enable the Windows

Firewall

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3. Select OK, and then close the dialog box.

Tip: If the Windows Firewall was not enabled before installing your Batch applications, run the FactoryTalk Windows Firewall Configuration Utility on each computer in your Batch system to add the required exceptions. (See Configure the Windows Firewall for more information.)

For a complete list of the exceptions added to Windows Firewall during FactoryTalk Batch component installation, see the FactoryTalk Batch Administrator’s Guide.

You are ready to install the Material Server and Client. Complete the following sections in the order that they appear.

You must install the FactoryTalk Services Platform before installing FactoryTalk Batch components.

To install the FactoryTalk Services Platform:

1. Use your Windows Explorer to navigate to the location of your installation.

2. Navigate into the FactoryTalk Material Manager directory.

3. Select Setup.

4. Right-click and select Run as Administrator.

5. In the Welcome dialog box, select Install FactoryTalk Components. The FactoryTalk Component Installation dialog box opens.

Install Material Server and Client

Install the FactoryTalk

Services Platform

Install FactoryTalk Batch Material Server Chapter 4

6. Select Install FactoryTalk Services Platform. The FactoryTalk Services Platform dialog box opens.

Tip: If the Microsoft .NET Framework is not already installed, you are prompted to install it. After it is installed, the FactoryTalk Services Platform dialog box opens.

7. Select Next.

8. In the License Agreement dialog box, read the license agreement, and select I accept the terms in the license agreement. Select Next.

9. In the Setup Type dialog box, select Standard (if it is not already selected), and select Next.

10. Select Install.

After a few moments, the Configuring FactoryTalk Directory progress box opens. It shows you that any existing FactoryTalk directories have been backed up, the backup file name(s), and the path to the backup files.

Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard can be run manually; however, if you need to define or reset a disabled Administrator account, see the FactoryTalk Directory Configuration Wizard online help for more information.)

11. Select Finish, and then select Yes to restart your computer (if prompted to do so).

For more detailed information on FactoryTalk Directory installation and configuration, you can view the FactoryTalk Administration Console help file (FTAdminEN.chm) located in C:\Program Files (x86)\Common Files\Rockwell\Help.

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These instructions assume that you are installing a FactoryTalk Batch Material Server on a computer networked with other computers. Before you begin the installation, complete all the pre-installation procedures. If you need to exit the installation process at any time, select Cancel.

To install the Material Server and Client:

1. Use your Windows Explorer to navigate to the location of your installation.

2. Navigate into the FactoryTalk Material Manager directory.

3. Select Setup.

4. Right-click and select Run as Administrator.

5. From the Welcome dialog box, select Install FactoryTalk Batch Material Manager. The FactoryTalk Batch Material Manager Install Disk dialog box opens.

6. Select Install FactoryTalk Batch Material Manager.

Important: If the installation program detects an existing FactoryTalk Batch Material Manager installation, it gives you the option to remove the current installation. You must remove the existing version of the software before installing the upgrade. For instructions on removing the current installed version, see the section Uninstall the FactoryTalk Batch applications.

7. The FactoryTalk Batch Material Manager – InstallShield Wizard opens.

Select Next.

8. In the License Agreement dialog box, select I accept the terms in the license agreement. Select Next.

9. In the Customer Information dialog box, enter your name and organization in the appropriate boxes. Select Next.

10. Including the Client Components is recommended so administrative tasks can be performed on the server computer. In the Custom Setup dialog box the default options install both Client and Server Components.

Install the Material Server

and Client

Install FactoryTalk Batch Material Server Chapter 4

Tip: The default installation directory is C:\Program Files\Rockwell Software\Batch\. To set a different directory, select Change, select the desired directory, and then select OK.

11. Select the Space button (near the bottom of the dialog box) to confirm there is enough disk space for installing the selected options. The Disk Space Requirements dialog box opens. If there is not adequate space, the drive is highlighted.

12. Select OK. If there was not adequate space, either select Change to select a different drive or move or delete files from the selected drive, and then continue with the installation.

13. Select Next.

14. To allow the required users and groups to be created, select to agree to give the Material Manager permission to create these users and groups.

The following Workgroups are created:

 MTBatchServer

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 MTLotAuthor

 MTMaterialAutho

 MTMaterialViewer

 MTUsers are created

15. The System Setup dialog box opens.

 If installing as part of an existing FactoryTalk Batch system, select Yes, I am adding this computer to an existing FactoryTalk Batch System. Select Next. The Existing Server Details dialog box opens.

Enter the Server Node Name. Select Next.

 If installing as the first install of the FactoryTalk Batch module software, select No, this will be the first computer in a FactoryTalk Batch System. Select Next.

16. In the Domain/Workgroup Details dialog box, select Domain or Workgroup to indicate how you want to install FactoryTalk Batch Material Manager.

Important: Do not select Workgroup if the computer is on a domain. Configuring FactoryTalk Batch Material Manager as a workgroup while the computer itself is on a domain is not a supported configuration.

17. Enter the Domain/Workgroup Name, User Name, and Password for the FactoryTalk Batch Material Manager Services Domain or Workgroup account. Select Next.

Important: After the Material Server and Material Client have been installed, if you are in a Workgroup, see the section Configure the Batch Server to run on a Workgroup for instructions on configuring the Batch Server to operate properly in a Workgroup setting.

18. In the Ready to Install the Program dialog box, verify your selections. If anything is incorrect, select the Back button and make the appropriate corrections. When you are ready to proceed, select Install.

19. The Installing FactoryTalk Batch Material Manager dialog box opens.

The required operations are performed and the necessary files are copied to the hard drive.

20. When prompted, select Finish. Select Yes to restart your computer. If you are not prompted to restart your computer, perform this function manually to ensure the software is registered correctly.

Install FactoryTalk Batch Material Server Chapter 4

You are now ready to configure the Material Server computer. The following instructions are provided to assist you in this process.

Each computer on the network must have its locale, date, and time set in the same manner.

Configure the Windows Application and System logs to overwrite events as needed. (For more information about modifying event log settings, see the section Modifying Event Log Settings in the FactoryTalk Batch Administrator’s Guide.)  

Recording activity to the Material Activity Journal is turned off by default. If you want to record activity to the MaterialBasedRecipe_MAJ database, you must change the default value in the Registry on the Material Server computer.

To enable material journaling:

1. From the Start menu, select Run. Enter regedt32 in the Run dialog box and select OK. The Registry Editor opens.

2. Expand HKEY_LOCAL_MACHINE and then Software.

3. If you are using a 64-bit computer, expand Wow6432node.

4. Navigate to the MaterialTrack > Material Recipe > Logging subkey.

5. Select the JournalActive subkey and double-click the (Default) value on the right side of the Registry window. The Edit String dialog box opens.

After you install the

Material Server and Client computer

Set system date and time

Modify event log settings

Enable material journaling

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6. To enable material logging, enter True in the Value box and select OK.

7. Close the Registry Editor.

By default, the Batch directory on the SQL Server computer, which is also running FactoryTalk Batch Material Manager, is not shared to domain users.

Therefore, domain users cannot access the appropriate application .log file when an error message refers them to it. If you want domain users to be able to read application logs, share the Batch directory on the SQL Server computer in your FactoryTalk Batch system to domain users and give the share Read-Only permissions.

Configure the Network Editor

Add the material database name to the Material Server network configuration. See the FactoryTalk Batch Material Manager Administrator’s Guide for more

information.

You must configure the Material Server to function properly on Windows Server with the firewall enabled.

Important: The Windows Firewall settings may be managed externally. If this is the case, you will not be able change the Windows Firewall settings.

To configure the Windows Firewall:

1. From the Start menu, select Control Panel, and then select Windows Firewall.

2. Select the Exceptions tab.

3. Select File and Printer Sharing from the Programs and Services area of the Windows Firewall dialog box.

Share the FactoryTalk Batch directory on the SQL Server computer

Configure the Windows

Firewall

Install FactoryTalk Batch Material Server Chapter 4

Important: If you intend to store recipes (from the FactoryTalk Batch Recipe Editor) on a remote SQL Server, you must add TCP Port 1433 as an exception in the Windows Firewall.

4. Select OK. Restart the computer if prompted to do so.

Once these changes have been made, reporting clients, such as the Material Editor and FactoryTalk Batch View, can connect to the Material Server computer.

If you are running on a Workgroup, you must add an Incoming Firewall Rule to allow the Batch Service Manager to connect to the server in a timely manner.

To add an incoming firewall rule:

On the computer where the Batch Server is being installed:

1. From the Start menu, select Control Panel > Administrative Tools >

Windows Firewall with Advanced Security.

2. Select Inbound Rules, right-click Inbound Rules, and then select New Rule. The New Inbound Rule Wizard opens.

3. On Rule Type window, select Port and select Next.

4. If not already selected, select TCP and type 49157 in the Specific local ports box. Select Next.

Add an incoming

firewall rule

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5. Select Allow the connection and Select Next.

6. Select all profiles (Domain, Private, Public) and select Next.

7. Enter Port 49157 TCP in the Name box, and then select Finish.

8. Verify that the Port 49157 TCP rule was added to the Inbound Rules list:

9. Close the Windows Firewall with Advanced Security window.

You must disable Administrative Approval Mode for all Administrators on the Server computer when running in a Workgroup configuration.

To disable Administrative Approval Mode:

On the computer where the Batch Server has been installed:

1. From the Start menu, select Control Panel > Administrative Tools >

Local Security Policy.

Disable Administrative

Approval Mode

Install FactoryTalk Batch Material Server Chapter 4

2. Expand Local Polices and select Security Options.

3. Locate User Account Control: Run all Administrators in Admin Approval Mode and double-click it.

4. In the Security Setting tab, select Disabled and click OK.

5. Verify that User Account Control: Run All Administrators in Admin Approval Mode is now set to Disabled.

6. Close the Local Security Policy window.

Follow these instructions if a Batch Server or Material Manager Server is to be installed on Windows 7 and 8.1 operating system.

To Install Batch Server or Material Server on Windows 7 and 8.1:

1. From the Start menu, select Control Panel > Administrative Tools >

Services.

Install Batch Server or

Material Server on Windows

7 and 8.1 (optional)

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34 Rockwell Automation Publication BWMTR-IN011D-EN-P September 2015

2. Locate Remote Registry and double click to open the Remote Registry Properties dialog box.

3. Set the Startup Type to Automatic.

4. In the Service status area, select Start. (Note that with some operating systems, you might have to select Apply before you select Start.)

Install FactoryTalk Batch Material Server Chapter 4

If you are in a workgroup or if you may be disconnected from the network on occasion (such as a laptop). You must install a loopback adapter.

Setup procedures must be completed before and after you install the Material Client. To define the Material Client installation process, the installation is divided into the following three categories:

 Pre-installation

 Installation

 Configuration

Use the following checklist when installing the Material Client.

Pre-Installation Procedures Material Client

 Install Operating System For supported operating systems, see the New system requirements section.

 Set Up Security Configure security on the client computer.

 Identify Material Server Name Identify the name of the computer where the Material Server is installed.

 Log on to Windows Log on with Administrator privileges.

 Enable Windows Firewall (optional) Enable the firewall and add firewall exceptions that allow the Material Client to communicate with the Material Server.

Install Material Client

 Install the FactoryTalk Services Platform Install the FactoryTalk Services Platform. Client requirement.

 Install the Material Client Install the Material Client.

Configure the Material Client

 Set System Date and Time Each computer in the Batch System must be set to the same date and time.

 Modify Event Log Settings Configure the Windows Application and System logs.

Before you install the Material Client, you must install and configure the operating system.

Install a loopback adapter (optional)

Install FactoryTalk Batch Material Client

Pre-installation procedures

for Material Client

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You must install the Microsoft Message Queuing Service (MSMQ) prior to installing FactoryTalk Batch Material Server. The Material Server uses MSMQ for the asynchronous logging of messages in the Material Activity Journal.

To install Message Queuing Service on Windows Server:

1. From the Start menu, select Control Panel > Administrative Tools >

Server Manager.

or

Control Panel > Administrative Tools Tile >Service Manager.

2. Select Manage and then select Add Roles and Features.

3. The Add Roles and Features Wizard opens. Select Next.

Install Microsoft Message Queuing Service on

Windows Server

Install FactoryTalk Batch Material Server Chapter 4

4. Select the Role-based or feature-based installation option and then select Next.

5. Select your server and then select Next.

6. In the Server Roles window, select Next.

7. In the Select features window, select Message Queuing.

8. Expand Message Queuing.

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9. Select Message Queuing Services. Clear any other check boxes under Message Queuing Services.

10. Select Next, and then select Install.

Follow this procedure to configure the Windows 7 and 8.1 operating system.

For Windows 7 and Windows 8.1:

1. Select Start > Control Panel, navigate to Programs and Features > Turn Windows Features on or off. The Windows Features dialog box opens.

The blue-filled boxes indicate that the feature is turned on. If you select the

Windows 7 and Windows

8.1 for Material Manager

Install FactoryTalk Batch Material Server Chapter 4

plus sign to expand the box, the components in the expanded box are not selected. This is as expected. The feature is still turned on even if the lower components are not selected.

2. Select Microsoft Message Queue (MSMQ) Server.

3. Select OK to close the Turn Windows features on or off dialog box.

There are five preset domain user groups and one domain user account that must be created prior to installation. These domain accounts are then added to the appropriate COM+ roles during the installation. (For more information about security settings, see the section on Security settings in the Material Manager Administrator’s Guide.)

When you install the Material Client component, you are prompted to enter the name of the computer where the Material Server is installed.

Log on to Windows with administrator privileges. Close any open applications.

Tip: The logged in user must be a member of the domain and also have local administrator rights on the computer where the Material Server is being installed.

You must configure the Windows Firewall Service to enable the Material Client to communicate with the Material Server with the firewall enabled depending upon the operating system that you are using. For step-by-step instructions, see the Enable the Windows Firewall section and the Configure the Windows Firewall section.

Set up security

Identify Material Server name

Log on to Windows Material Manager

Enable and configure

Windows Firewall

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You are now ready to install the FactoryTalk Batch Material Client. Complete the following sections in the order that they appear.

You must install the FactoryTalk Services Platform before installing FactoryTalk Batch components.

To install the FactoryTalk Services Platform:

1. Use your Windows Explorer to navigate to the location of your installation.

2. Navigate into the FactoryTalk Material Manager directory.

3. Select Setup.

4. Right-click and select Run as Administrator.

5. In the Welcome dialog box, select Install FactoryTalk Components. The FactoryTalk Component Installation dialog box opens.

6. Select Install FactoryTalk Services Platform. The FactoryTalk Services Platform dialog box opens.

Install Material Client

Install the FactoryTalk

Services Platform

Install FactoryTalk Batch Material Server Chapter 4

Tip: If the Microsoft .NET Framework is not already installed, you are prompted to install it. After it is installed, the FactoryTalk Services Platform dialog box opens.

7. Select Next.

8. In the License Agreement dialog box, read the license agreement, and select I accept the terms in the license agreement. Select Next.

9. In the Setup Type dialog box, select Standard (if it is not already selected), and select Next.

10. Select Install.

After a few moments, the Configuring FactoryTalk Directory progress box opens. It shows you that any existing FactoryTalk directories have been backed up, the backup file name(s), and the path to the backup files.

Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard can be run manually; however, if you need to define or reset a disabled Administrator account, see the FactoryTalk Directory Configuration Wizard online help for more information.)

11. Select Finish, and then select Yes to restart your computer (if prompted to do so).

For more detailed information on FactoryTalk Directory installation and configuration, you can view the FactoryTalk Administration Console help file (FTAdminEN.chm) located in C:\Program Files (x86)\Common Files\Rockwell\Help.

Use this procedure to install the FactoryTalk Batch Material Manager Client.

Before you install the FactoryTalk Batch Material Manager Client:

 Complete all pre-installation procedures. Exit the installation at any time by selecting Cancel.

 Install the FactoryTalk Batch Material Server and configure security/user accounts. For more information about Material Manager security and user accounts, see Implementing Security in the FactoryTalk Batch Material Manager Administrator’s Guide.)

To install the FactoryTalk Batch Material Manager Client:

1. Use your Windows Explorer to navigate to the location of your installation.

2. Navigate into the FactoryTalk Material Manager directory.

Install the FactoryTalk

Batch Material Manager

Client

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3. Select Setup.

4. Right-click and select Run as Administrator.

Important: If you want the Windows Firewall Configuration Wizard to automatically configure the firewall for use with the Material Client, the FactoryTalk Services Platform must be installed on the same computer as the Material Client. For more information about installing FactoryTalk Services Platform, see the section Install the FactoryTalk Services Platform.

5. In the FactoryTalk Welcome dialog box, select Install FactoryTalk Batch Material Manager. The FactoryTalk Batch Material Manager Install Disk dialog box opens.

Important: If the installation program detects an existing FactoryTalk Batch installation, it gives you the option to remove the current installation. You must remove the existing version of the software before installing the upgrade. For instructions on removing the current installed version, see the section Uninstall the FactoryTalk Batch applications.

6. Select Install FactoryTalk Batch Material Manager. The FactoryTalk Batch Material Manager – InstallShield Wizard opens. Select Next.

7. In the License Agreement dialog box, read the agreement, and select I accept the terms in the license agreement. Select Next.

8. In the Customer Information dialog box, type your name and organization in the appropriate boxes. Select Next.

Tip: The default installation directory is C:\Program Files\Rockwell Software\Batch\. To set a different directory, select Change, select the desired directory, and then select OK.

9. In the Custom Setup dialog box, disable Server Components.

10. Select the Space button (near the bottom of the dialog box) and confirm

there is enough disk space to install the selected options. The Disk Space

Requirements dialog box opens. If there is not adequate space, the drive is

highlighted.

Install FactoryTalk Batch Material Server Chapter 4

11. Select OK. If there was not adequate space, either select Change to select a different drive or move or delete files from the selected drive, then continue with the installation.

12. Select Next. The Existing Server Details dialog box opens.

13. Enter the FactoryTalk Batch Material Server or FactoryTalk Batch Server computer name for the Server Node Name. Select Next.

14. In the Ready to Install the Program dialog box, verify that the information shown is correct. If anything is incorrect, select Back and make the

appropriate corrections; otherwise, select Install.

15. The Installing FactoryTalk Batch Material Manager dialog box opens.

The required operations are performed and the necessary files are copied to the hard drive.

16. When prompted, select Finish. If prompted, select Yes to restart your

computer. If you are not prompted to restart your computer, restart the

computer manually to ensure that the software is registered correctly.

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You are now ready to set the system date and time and to modify Event Log settings.

Each computer on the network must have its locale, date, and time set in the same manner.

Configure the Windows Application and System logs to overwrite events as needed. (For more information about modifying event log settings, see the section Modifying Event Log Settings in the FactoryTalk Batch Administrator’s Guide.)  

If you want to use Windows Firewall after the FactoryTalk Batch Material Server has been installed, you must configure the Material Server to function properly on Windows Server with the firewall enabled. (For instructions on how to configure the Windows Firewall, see the section Configure the Windows Firewall.)  

If you are in a workgroup or if you may be disconnected from the network on occasion (such as a laptop). You must install a loopback adapter.

The steps required to uninstall Batch components are discussed in the following sections. You must complete all the steps in this section that apply to the product that you are using to successfully uninstall the Batch component.

Important: Be sure you have backed up any customized Batch, eProcedure or Material Manager Server and Client files, such as area models and databases. Refer to the instructions given in the chapter specific to your Batch system.

Before uninstalling the previous version of FactoryTalk Batch Material Manager, back up all instruction files associated with Material Manager, close all

applications, and stop all Batch services.

 Materialserver.log file (Batch\bin folder)

 MaterialBasedRecipe database

 MaterialBasedRecipe_MAJ database

After you install the

FactoryTalk Batch Material Client

Set system date and time

Modify event log settings

Configure the Windows Firewall (optional)

Install a loopback adapter (optional)

Uninstall Batch components

Back up Material Manager

files

Install FactoryTalk Batch Material Server Chapter 4

 Sample2_Materials database (if used)

 Any other material-based recipe databases unique to your facility  

Allow the message queue that handles communication between the Material Server and the Material Activity Journal to clear before proceeding.

Important: This procedure is for Material Manager users only.

To allow the Message Queue to clear:

1. Select the Start button, point to Programs > Administrative Tools, and then select Computer Management. The Computer Management window opens.

2. Expand Services and Applications, expand Message Queuing, and then select the Private Queues folder. The list of queues displays in the right pane.

3. Wait until the number of messages in the Material, Material_0, and material_track0-4 queues reaches 0.

Before running the uninstall program, you must disable the Material Server.

Important: This procedure is for Material Manager users only.

To disable the Material Server:

1. On the Master Node computer in your FactoryTalk Batch system, open the Network Editor.

To identify the Master Node, open the Network Editor on any computer.

In the left pane select Network Model. In the right pane, the name of the Master Node displays after User Name (ignore \username if present).

2. In the left pane, right-click the Material Server, and then select Remove Server.

3. Select the Synchronize button.

4. From the File menu, select Exit, and then select Yes to exit the Network Editor.

Allow the Message Queue to clear

Disable the Material Server

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Before you can shut down the COM+ application, you need to disable the security.

Important: This procedure is for Material Manager users only.

To disable COM+ Security and shut down COM+ application:

1. Access the Control Panel and then Administrative Tools, and then select Component Services. The Component Services window opens.

2. Expand Components Services, expand the Computers folder, expand My Computer, and then select the COM+ Applications folder. The COM+

applications display in the right pane.

3. Right-click Material, and then select Properties. The Material Properties dialog box opens.

4. Select the Advanced tab, and then clear the Disable deletion and Disable changes options.

5. Select OK.

6. Right-click Material, and then select Properties. The Material Properties dialog box opens.

7. Select the Security tab, clear the check box Enforce access checks for this application, and select Perform access checks only at the process level.

Security property will not be included in the object context. COM+

security call context will not be available.

8. Select OK.

9. Right-click Material and select Shut down.

10. Close the Component Services window.

Disable COM+ Security and shut down the COM+

application

Install FactoryTalk Batch Material Server Chapter 4

Before uninstalling Batch components, back up all files and database(s) associated with these applications, close all applications, and stop all Batch Services.

Important: If a previous version of the software is detected, the installation programs have a Remove option that is evoked. If that does not completely remove the software, use the following procedures.

To run the uninstall program:

1. Select Start > Control Panel, and then select Add/Remove Programs.

The Add/Remove Programs dialog box opens.

2. To uninstall the FactoryTalk Batch Material Client or Server, select FactoryTalk Batch Material Manager, and then click Remove. A message box opens prompting you to confirm the removal.

3. Select Yes. The uninstall program runs and removes Material Manager.

Tip: If it appears that the uninstall program has stopped operating, check if any modal dialog boxes are hidden behind the uninstall dialog box. Select OK to acknowledge any notifications to allow the uninstall to finish.

4. Restart the computer.

Follow these steps to delete the COM+ application.

Important: This procedure is for Material Manager users only.

To delete the COM+ application:

1. Access the Control Panel and then Administrative Tools, and then select Component Services. The Component Services window opens.

2. Expand Components Services, expand the Computers folder, expand My Computer, and then select the COM+ Applications folder. The COM+

applications display in the right pane.

3. Right-click Material and select Delete. A message box opens prompting you to confirm the deletion.

4. Select Yes.

5. Close the Component Services window.

Run the uninstall program for FactoryTalk Batch Material Manager

Delete the COM+

application