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FactoryTalk Batch View HMI Controls Quick Start Guide

Important User Information

Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.

Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice.

If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired.

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.

No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual.

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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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Preface

About this manual

This manual provides information about how to get started with the FactoryTalk Batch HMI controls. It is one of a set of related manuals that describe installing, programming, and operating the FactoryTalk Batch system.

To review FactoryTalk Batch release notes and latest information regarding product compatibility refer to the Product Compatibility and Download Center (PCDC).

Legal Notices

Rockwell Automation publishes legal notices, such as privacy policies, license agreements, trademark disclosures, and other terms and conditions on the Legal Notices page of the Rockwell Automation website.

End User License Agreement (EULA)

You can view the Rockwell Automation End User License Agreement (EULA) by opening the license.rtf file located in your product's install folder on your hard drive. The default location of this file is: C:\Program Files (x86)\Common Files\Rockwell\license.rtf

Open Source Software Licenses

The software included in this product contains copyrighted software that is licensed under one or more open source licenses. You can view a full list of all open source software used in this product and their corresponding licenses by opening the oss_license.txt file located your product's OPENSOURCE folder on your hard drive. This file is divided into these sections:

The default location of this file is: C:\Program Files (x86)\Common Files\Rockwell\Help\<product name>\Release Notes\OPENSOURCE\oss_licenses.txt

You may obtain Corresponding Source code for open source packages included in this product from their respective project web site(s). Alternatively, you may obtain complete Corresponding Source code by contacting Rockwell Automation via the Contact form on the Rockwell Automation website. Please include "Open Source" as part of the request text.

Additional resources

Following is a comprehensive list of documentation for the FactoryTalk® Batch products from Rockwell Automation.

Installation, Quick Start, and Getting Results Guides

Resource Description
FactoryTalk Batch Components Installation and Upgrade Guide (BATCH-IN002) Provides information and procedures for FactoryTalk Batch system installation. Includes information for FactoryTalk Batch Material Manager, FactoryTalk Event Archiver, and associated FactoryTalk Batch Client and Server components.
FactoryTalk Batch View Quick Start Guide (FTBVS-QS001) Provides information about using FactoryTalk Batch View to create, view, and command control recipes, acknowledge prompts and signatures, view equipment phases and diagnostic information, and view profile information.
FactoryTalk Batch View HMI Controls Quick Start Guide (BATCH-QS001D) Provides a general overview of FactoryTalk Batch View HMI Controls.
FactoryTalk Batch eProcedure® Getting Results Guide (BWEPRO-GR011) Explains the basics of FactoryTalk Batch eProcedure.
FactoryTalk Batch Getting Results Guide (BATCH-GR011) Introduces the basics of automated batch manufacturing and the FactoryTalk Batch product components.
FactoryTalk Batch Material Manager Getting Results Guide (BWMTR-GR011) Introduces the basics of FactoryTalk Batch Material Manager.

User Guides

Resource Description
FactoryTalk Batch ActiveX Controls User Guide (BATCH-UM013) Provides information and instructions for using the FactoryTalk Batch ActiveX Custom Controls.
FactoryTalk Batch Material Editor User Guide (BWMTR-UM001) Provides access to information and procedural instructions required to configure materials and the containers to hold them. The material data is stored in the material database, which is used to create material-based recipes. This information is intended as a reference for the formulator.
FactoryTalk Batch Equipment Editor User Guide (BATCH-UM004) Provides information on creating and maintaining an equipment database (area model). The area model is stored in a file with a .cfg file extension and is available to all other FactoryTalk Batch programs, including the Recipe Editor, View, and Phase Simulator.
FactoryTalk Batch PhaseManager™ User Guide (BATCHX-UM011) Describes the integration of the FactoryTalk Batch software with the Studio 5000 Logix Designer® application and the Logix 5000™ family of controllers. The integration simplifies the configuration and maintenance of the FactoryTalk Batch automation system, provides better communication between the FactoryTalk Batch Server and the Logix 5000 controller, and significantly reduces the programming effort required to develop the phase logic code that resides in your Logix 5000 controller.
FactoryTalk Batch Recipe Editor User Guide (BATCH-UM006) Provides instructions on using FactoryTalk Batch Recipe Editor to create and configure master recipes for use in batch automation. The interface is based on IEC 61131-3 sequential function charts to graphically organize recipes into procedures, unit procedures, operations, and phases. Build recipes using either the SFC format or a table-based format.
FactoryTalk Batch View HMI Controls User Manual (FTBVS-UM003) Provides details about using FactoryTalk Batch View HMI Controls to monitor and interact with the production process within a FactoryTalk View SE Display Client.
FactoryTalk Batch View User Manual (FTBVS-UM002) Provides information and procedural instructions for using FactoryTalk Batch View in a modern and intuitive portal into a comprehensive batching solution for effective operations, leveraging its own web server using HTML5 technology to provide native connectivity into a FactoryTalk Batch Server.
FactoryTalk eProcedure Client User Guide (BWEPRO-UM001) Provides information and procedural instructions required to create and command batches using the FactoryTalk eProcedure Client, and can be used as a reference information by the operator.
FactoryTalk Event Archiver User Guide (BATCH-UM012) Provides information and instructions specific to the FactoryTalk Event Archiver. Intended for use by the system administrator and production supervisor.
FactoryTalk Batch View User Guide (legacy) (FTBVS-UM001) Provides information and instructions on how to use FactoryTalk Batch View to initiate and execute FactoryTalk Batch automation processing. FactoryTalk Batch View secured objects are located in the FactoryTalk Diagnostics and are modified using the FactoryTalk Administration Console. A system administrator can customize FactoryTalk Batch View security to meet the needs of the facility. FactoryTalk Batch View is used in conjunction with a Human-Machine Interface (HMI).

Administrator Guides

Resource Description
FactoryTalk Batch Administrator Guide (BATCH-UM003) Provides instructions for configuring security and services, and implementation and use of components not typically accessed or used by batch operators, such as the FactoryTalk Batch Server.
FactoryTalk Batch eProcedure Administrator Guide (BWEPRO-UM011) Provides procedures specific to FactoryTalk Batch eProcedure, such as implementing security and configuring the user-defined area Active Server Page. Included are instructions for tasks specific to FactoryTalk Batch, such as configuring security and services to support FactoryTalk Batch eProcedure. Provides instructions on the implementation and use of components not typically accessed or used by batch operators, such as the FactoryTalk Batch Server.
FactoryTalk Batch Material Manager Administrator Guide (BWEPRO-UM011) Provides information and instructions specific to FactoryTalk Batch Material Manager. Intended for use by the system administrator and database administrator.

Reference Guides

Resource Description
FactoryTalk Batch ActiveX Controls Library Reference Guide (BATCH-RM001) Provides reference information and procedural instructions for the FactoryTalk Batch ActiveX Custom Controls.
FactoryTalk Batch Material Server API Technical Reference (BWMTR-RM001) Provides access to information regarding the interface between the FactoryTalk Batch Material Server and the FactoryTalk Batch Material Editor and FactoryTalk Batch. It is intended to be used as a reference information by those who want to develop custom interfaces.
FactoryTalk Batch PCD Programming Reference Manual (BATCH-RM004) Provides information and instructions about the FactoryTalk Batch PCD interface design. It is intended to be used as a reference guide.
FactoryTalk Batch Server API Reference Manual (BATCH-RM003) Provides information regarding the interface between the FactoryTalk Batch Server and FactoryTalk Batch View -- the Server Application Programming Interface (API). It is intended to be used as a reference guide by those who want to develop custom interfaces.
FactoryTalk Batch System Files Reference Manual (BATCH-RM005) Provides the technical information for configuration and maintenance of a FactoryTalk Batch system. It can be used as a reference information for implementation engineers and the system administrator.
FactoryTalk Batch eProcedure Instruction File Design Reference Manual (BWEPRO-RM001) Includes information about the building of instruction files for use in equipment database creation and recipe development. This information is intended to be used as a reference by the instruction file author.

View or download publications at http://www.rockwellautomation.com/literature. To order paper copies of technical documentation, contact your local Allen-Bradley® distributor or sales representative.

Chapter 1: FactoryTalk Batch View HMI controls

The FactoryTalk® Batch View HMI controls provide an interface that allows users to monitor and interact with the production process within a FactoryTalk View SE Display Client. The FactoryTalk Batch View HMI controls consist of:

System requirements

To successfully use FactoryTalk Batch View HMI Controls 2.00, the computer must meet these hardware, software, and display recommendations. For the latest compatibility information, refer to the Product Compatibility and Download Center at rok.auto/pcdc.

Hardware requirements

The FactoryTalk Batch View HMI Controls do not have any specific hardware requirements. It runs on any hardware platform that supports the required software, either locally or on a virtual machine.

Ensure that all selected hardware is on the compatibility list of the operating system listed in the Software requirements section.

Software requirements

FactoryTalk Batch View HMI Controls requires the following software on the host computer:

Display Recommendations

FactoryTalk Batch View HMI controls are operational at any display size. Following are the minimum specifications (pixels) for each control:

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

Properties, methods, and events

Properties, methods, and events allow you to customize objects created by the FactoryTalk Batch View HMI controls. An object is a combination of code that can be treated as a unit, such as a control, form, or application. Each object is defined by a class. There are four object classes provided in the FactoryTalk Batch View HMI controls: BatchesList, PromptsList, SFC, and Full. Each of these objects has associated properties, methods, and events.

Diagnostic bar overview

The diagnostic bar provides status information when viewing the BatchesList control, PromptsList control, and SFC control in a FactoryTalk View SE Display Client.

Item Description
1 Return to the Home page to view the list of items.
2 View the item count notification for the control type in the display window. If a base filter has been applied, the item count is the number of items after the filter was applied. If there is a syntax error in the base filter, the item count remains unchanged from the unfiltered list.
3 View the configured base filter value. The base filter icon only displays if a base filter is in use.
4 The name of the control type in the display window.
5 The domain and account name information for the logged in user.
6 The current status of the FactoryTalk Batch Server's associated data servers and the FactoryTalk Batch Material server.
7 Provides access to the online help.

Chapter 2: Configure the control property settings

In FactoryTalk View SE, configure the control properties using the Property Page or the Property Panel and then configure the control to use Visual Basic®.

Tip: Behavior of the control properties differs depending on whether display caching is used.

To enable caching:

  1. In FactoryTalk View SE, open Display Settings.
  2. In Cache After Displaying, select Yes.
  3. Select OK.

Configure the control properties using the Property page

To configure the BatchesList control, the PromptsList control, the SFC control, and the Full control to communicate with FactoryTalk Batch View, customize the settings in the Property page for the control.

Prerequisites:

To configure the control properties using the Property page

  1. In the display window, right-click a FactoryTalk Batch View HMI control and select Properties.
  2. In Node, enter the computer where the FactoryTalk Batch server and the FactoryTalk Batch View server is installed.
    Tip: The computer can be the machine name, machine IP address, or localhost.
  3. In Port, enter the port where the FactoryTalk Batch View server is configured to receive communication.
    Tip: The default port number is 443. If the FactoryTalk Batch View Service is installed on a different port, launch the client on the FactoryTalk Batch View Server machine to identify the port number.
  4. (optional) Perform any of these steps:
    • Select the Enable Commanding option.
    • In the BatchesList control, enables the ability to create and command batches during FactoryTalk View SE run-time.
    • In the PromptsList control, enables the ability to respond to prompts, such as to enter parameter values and to acknowledge prompts, enables the ability to sign-off on electronic signatures, and enables the ability to respond to instructions.
    • In the SFC control, enables the ability to command batches during FactoryTalk View SE run-time on the Details and Summary pages of the SFC.
    • In the Full control, enables these abilities for batches and prompts. This property also enables the ability to perform Manual Phase Control in the Equipment page.
  5. (optional) These are available in BatchesList and PromptsList controls only:
    • To display the filter bar during FactoryTalk View SE run-time, select the Show Filter Bar option.
    • To display the batches or prompts in a minimized format, select the Minimal View option.
    • To limit the items shown during FactoryTalk View SE run-time, enter an expression in Base Filter.
  6. Select Apply, and then select OK.
  7. In the FactoryTalk View SE toolbar, select Save.

Configure the control properties using the Property Panel

To configure the BatchesList control, the PromptsList control, the SFC control, and the Full control to communicate with FactoryTalk Batch View, customize the settings in the Property Panel for each control.

Prerequisites:

To configure the control properties using the Property Panel

  1. In the display window, right-click a FactoryTalk Batch View HMI control and if it is not already displayed, select Property Panel.
  2. In Node, enter the computer where the FactoryTalk Batch server and the FactoryTalk Batch View server is installed.
    Tip: The computer can be the machine name, machine IP address, or localhost.
  3. In Port, enter the port where the FactoryTalk Batch View server is configured to receive communication.

    Tips:

    • The default port number is 443. If the FactoryTalk Batch View Service is installed on a different port, launch the client on the FactoryTalk Batch View Server machine to identify the port number in the URL.
    • The port number is not shown in the URL if the default port number (443) is in use.
  4. (optional) Perform any of these actions.
    • (If available) To display the filter bar during FactoryTalk View SE run-time, select True for the ShowFilterBar option.
    • To enable specific behavior for controls, select True for the EnableCommand property option.
    • In the BatchesList control, enables the ability to create and command batches during FactoryTalk View SE run-time.
    • In the PromptsList control, enables the ability to respond to prompts, such as to enter parameter values and to acknowledge prompts, enables the ability to sign-off on electronic signatures, and enables the ability to respond to instructions.
    • In the SFC control, enables the ability to command batches during FactoryTalk View SE run-time on the Batch Details display and the Summary page of the SFC.
    • In the Full control, enables these abilities for batches and prompts. This property also enables the ability to perform Manual Phase Control in the Equipment page.
  5. (optional) These are available in BatchesList and PromptsList controls only:
    • To display the batches or prompts in a minimized format, select the Minimal View option.
    • To limit the items shown during FactoryTalk View SE run-time, enter an expression in Base Filter.
  6. Close the Property Panel.
  7. Select Save.

Configure the control to use VBA

To configure the BatchesList control, the PromptsList control, SFC control, and the Full control to use Visual Basic, customize the ExposeToVBA setting in the Property Panel.

Prerequisites:

To configure the control to use VBA

  1. In the display window, right-click the control.
  2. Select Property Panel.
  3. In ExposeToVBA, select VBA Control to use VBA for scripting.
  4. Close the Property Panel window.
  5. Select Save. The control properties, methods, and events are now exposed to VBA, where you can modify and manipulate the control using VBA code.

Chapter 3: Languages

The HMI User Controls inherits the language configured within FactoryTalk View SE.

Tip: For more information on FactoryTalk View SE language settings, see Set up languages for an application (General tab) in FactoryTalk View SE help.

The language configured in FactoryTalk View SE requires corresponding files configured in FactoryTalk Batch View Server to support the full implementation of language-switching. If a FactoryTalk View SE language is not supported on the FactoryTalk Batch View Server, the language defaults to English (EN).

The user control language can be changed at run-time using the FactoryTalk View SE language-switching mechanism.

With HMI Controls, you can:

Generate language locales on the FactoryTalk Batch View Server

Add a language locale using a program that requires a .csv input file containing the string translations. FactoryTalk Batch View uses the language definition file selected in the Language list.

To generate a language locale

  1. Navigate to the FactoryTalk Batch View install location on the computer.
    Tip: The default FactoryTalk Batch View install location is Program Files (x86) > Rockwell Software > Batch View Server > tools.
  2. Open localized_strings.xlsm using Microsoft Excel or an open source spreadsheet program.
  3. In Row 1, add the new language name code to the next available column. For example, for Spanish, use es in FactoryTalk Batch View and use es-ES for HMI User Control integration with FactoryTalk View SE.
  4. Replace the English user interface term with the specific language translation for the user interface term in the row.
  5. Save the file.
  6. In the Export spreadsheet tab, select Export to .csv and save the .csv file.
  7. Run the localize tool.

Run the localize tool via command prompt

The localize tool validates the .csv file that contains the languages FactoryTalk Batch View uses. The localize tool generates a language definition file for each locale definition. The language definition files allow FactoryTalk Batch View to select different languages in the Profile area.

Prerequisites

To run the localize tool via command prompt

  1. Open a command prompt.
  2. Set the command prompt path to the tools directory in the install location. For example, C:/Program Files (x86)/Rockwell Software/Batch View Server/tools.
  3. Enter localize-tool.exe install -c ./localizedstrings.csv -i ..\locales.

Run the localize tool as a GUI

The localize tool validates the .csv file, and generates a language definition file for each locale definition. The language definition files allow FactoryTalk Batch View to select different languages in the Profile area.

Prerequisites

To run the localize tool with a GUI

  1. Open a command prompt.
  2. Set the command prompt path to the tools directory in the install location. For example, C:/Program Files (x86)/Rockwell Software/Batch View Server/tools.
  3. Enter localize-tool.exe install.
  4. Select the .csv file.
  5. Select the install directory. The tool runs and generates a language definition file.

View supported languages

Supported languages are defined in and can be viewed from FactoryTalk View SE.

Chapter 4: Learn about FactoryTalk Batch View HMI controls

Use the FactoryTalk Batch View HMI controls as follows:

View the FactoryTalk Batch View HMI Controls User Manual for more information about each of the controls.

BatchesList control

Use the BatchesList control to create, view, and command control recipes. Access the BatchesList control by placing it in a FactoryTalk View SE display. Control recipes are displayed on the Batches list until they are removed by the operator or when the FactoryTalk Batch Server is restarted with a cold boot.

View the FactoryTalk Batch View HMI Controls User Manual to learn more about:

PromptsList control

The PromptsList control displays a list of prompts and instructions waiting to be acknowledged and a list of electronic signatures associated with a batch that are waiting for signoff.

Prompts alert operators to requests for information. A control recipe cannot complete execution until the operator provides the requested information. A pending request for information remains unacknowledged until a user provides the information, stops, or aborts the control recipe. Requests for information include prompts, manual instructions, and signatures.

View the FactoryTalk Batch View HMI Controls User Manual to learn more about:

SFC control

The SFC control displays the SFC batch structure, which is the same as the FactoryTalk Batch View Batch Details display page. The SFC control supports the set of commands an operator can perform on a selected batch or step. The SFC control generates events when an operator interacts with the running batch. Some property data of the SFC control is maintained for scripting.

View the FactoryTalk Batch View HMI Controls User Manual to learn more about:

Full control

The Full control displays the entire FactoryTalk Batch View site, so that an operator can interact with the site using a single HMI control in a FactoryTalk View SE Display Client.

Use the Full control to create, view, and command control recipes, acknowledge prompts and signatures, view equipment phases and diagnostic information, and view profile information. The Full control has some differences from viewing the BatchesList control or PromptsList control individually. In the Full control:

View the FactoryTalk Batch View HMI Controls User Manual to learn more about:

Rockwell Automation support

Use these resources to access support information.

Resource Description Link
Technical Support Center Find help with how-to videos, FAQs, chat, user forums, and product notification updates. rok.auto/support
Knowledgebase Access Knowledgebase articles. rok.auto/knowledgebase
Local Technical Support Phone Numbers Locate the telephone number for your country. rok.auto/phonesupport
Literature Library Find installation instructions, manuals, brochures, and technical data publications. rok.auto/literature
Product Compatibility and Download Center (PCDC) Get help determining how products interact, check features and capabilities, and find associated firmware. rok.auto/pcdc

Documentation feedback

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Waste Electrical and Electronic Equipment (WEEE)

At the end of life, this equipment should be collected separately from any unsorted municipal waste.

Rockwell Automation maintains current product environmental information on its website at rok.auto/pec.

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