FactoryTalk Batch View 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.

Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited.

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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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IMPORTANT Identifies information that is critical for successful application and understanding of the product.

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Preface and Additional Resources

This manual provides information about getting started with FactoryTalk Batch View, part of a set of manuals for the FactoryTalk Batch system. The modern FactoryTalk Batch View offers an intuitive user interface leveraging web technologies for scalable graphics and zero-install browser access.

For information on the legacy desktop version, refer to the FactoryTalk Batch View User Guide (FTBVS-UM001). For release notes and compatibility information, consult the Product Compatibility and Download Center (PCDC).

Rockwell Automation publishes legal notices, including privacy policies and license agreements, on its website. The End User License Agreement (EULA) is available in the product's install folder (typically at C:\Program Files (x86)\Common Files\Rockwell\license.rtf). Open Source Software Licenses are detailed in the oss_license.txt file within the product's OPENSOURCE folder.

Additional Documentation

A comprehensive list of documentation for FactoryTalk Batch products includes:

• Installation, Quick Start, and Getting Results Guides: FactoryTalk Batch Components Installation and Upgrade Guide (BATCH-IN002), FactoryTalk Batch View Quick Start Guide (FTBVS-QS001), FactoryTalk Batch View HMI Controls Quick Start Guide (BATCH-QS001D), FactoryTalk Batch eProcedure® Getting Results Guide (BWEPRO-GR011), FactoryTalk Batch Getting Results Guide (BATCH-GR011), FactoryTalk Batch Material Manager Getting Results Guide (BWMTR-GR011).
• User Guides: FactoryTalk Batch ActiveX Controls User Guide (BATCH-UM013), FactoryTalk Batch Material Editor User Guide (BWMTR-UM001), FactoryTalk Batch Equipment Editor User Guide (BATCH-UM004), FactoryTalk Batch PhaseManager™ User Guide (BATCHX-UM011), FactoryTalk Batch Recipe Editor User Guide (BATCH-UM006), FactoryTalk Batch View HMI Controls User Manual (FTBVS-UM003), FactoryTalk Batch View User Manual (FTBVS-UM002), FactoryTalk eProcedure Client User Guide (BWEPRO-UM001), FactoryTalk Event Archiver User Guide (BATCH-UM012), FactoryTalk Batch View User Guide (legacy) (FTBVS-UM001).
• Administrator Guides: FactoryTalk Batch Administrator Guide (BATCH-UM003), FactoryTalk Batch eProcedure Administrator Guide (BWEPRO-UM011), FactoryTalk Batch Material Manager Administrator Guide (BWEPRO-UM011).
• Reference Guides: FactoryTalk Batch ActiveX Controls Library Reference Guide (BATCH-RM001), FactoryTalk Batch Material Server API Technical Reference (BWMTR-RM001), FactoryTalk Batch PCD Programming Reference Manual (BATCH-RM004), FactoryTalk Batch Server API Reference Manual (BATCH-RM003), FactoryTalk Batch System Files Reference Manual (BATCH-RM005), FactoryTalk Batch eProcedure Instruction File Design Reference Manual (BWEPRO-RM001).

Publications can be viewed or downloaded at www.rockwellautomation.com/literature. For paper copies, contact a local Rockwell Automation distributor or sales representative.

System Requirements

To successfully use FactoryTalk Batch View version 2.0, the following software and browser system requirements apply. For detailed information, refer to the Product Compatibility and Download Center: https://compatibility.rockwellautomation.com/Pages/home.aspx

Hardware Requirements

FactoryTalk Batch View has no specific hardware requirements. It runs on any hardware platform supporting the FactoryTalk Batch Server, locally or on a virtual machine.

Rockwell Software

• FactoryTalk® Services Platform 6.20 (CPR 9 SR 12) or later
• FactoryTalk Batch 14.00

Browser Requirements for Client

FactoryTalk Batch View is designed for modern web browsers. While most browsers can be used, the following are recommended:

• Google Chrome™ browser version 81 or later
• Microsoft Edge™ (based on Chromium) version 80.0.361.50 or later

The FactoryTalk Batch View Client requires a minimum Landscape orientation of 480 x 960 pixels and a minimum Portrait orientation of 960 x 480 pixels.

Install the FactoryTalk Batch View Server

Install FactoryTalk Batch View to access FactoryTalk Batch data from mobile devices, browsers on laptops and desktops, and to use updated FactoryTalk View SE user controls.

To install FactoryTalk Batch View server

1. Access the Product Compatibility and Download Center (PCDC) to download the FactoryTalk Batch View Server.msi.
2. Run the FactoryTalk Batch View Server.msi file to install FactoryTalk Batch View.
3. Read the end-user license agreement, select license terms and conditions, and then select the check box to accept them. Select Next.
4. In the HTTPS port box, choose the default port or enter a new port. Select Next.
5. Accept the default installation folder or select Change to browse to a different location. Select Next.
6. Select Install.
7. Select Finish to close the installation window when complete.

[Tip] The FactoryTalk Batch View Server does not automatically start after installation. Use the FactoryTalk Batch Service Manager to start it.

Set up a Remote FactoryTalk Batch View Client

Follow these instructions to set up a remote FactoryTalk Batch View client.

To set up a remote FactoryTalk Batch View client

1. On the remote client, open a browser.
2. Enter the URL for the FactoryTalk Batch View Server. The URL format is: https://[node]:[port].
• [node]: The computer where the FactoryTalk Batch Server and FactoryTalk Batch View Server are installed (IP address or fully qualified node name).
• [port]: The default port is 443. If a different port is used, it must be specified.
3. Examples of URLs:
   • https://192.168.0.10 (IP address with default port 443)
   • https://192.168.0.10:4431 (IP address with a non-default port)
   • https://Win2019DC-ABC.domain1234.com (fully qualified machine name with default port)
4. On the FactoryTalk Batch View login page, enter your username and password, and then select Log On.

HTTPS Certificates

FactoryTalk Batch View uses a self-signed certificate created during server installation. Modern browsers warn about self-signed certificates as they are not signed by a Certificate Authority (CA), though they provide secure data transmission.

Single Session Self-Signed Certificates

To accept a self-signed certificate for a single session:

Google Chrome

1. In the address bar, go to the generated URL.
2. Select Advanced.
3. Select Proceed.

Microsoft Edge

1. In the address bar, go to the generated URL.
2. Select Advanced.
3. Select Continue.

Apple Safari

1. In the address bar, go to the generated URL.
2. Select Continue.

Mozilla Firefox

1. In the address bar, go to the generated URL.
2. Select Advanced.
3. Select Add Exception.
4. Select Confirm the Exception.

Permanent Self-Signed Certificates

To permanently store the self-signed certificate (instructions may vary slightly based on browser updates):

Google Chrome (Version 56 example)

1. Go to the generated URL.
2. Open Developer tools (Ctrl + Shift + I).
3. Select the Security tab.
4. Select View Certificate.
5. In the Certificate dialog, select the Details tab, then Copy to File to start the Certificate Export Wizard.
1. In the Certificate Export Wizard, select Next.
2. Select DER encoded binary X.509 (.CER), then Next.
3. Browse to the location, enter a file name, select Save, then Next.
4. Select Finish.
6. In the Certificate Export Wizard message, select OK.
7. In the Certificate dialog, select OK.
8. In Chrome, open Settings > Privacy and security > Security.
9. Scroll down and select Manage certificates.
10. In the Certificates dialog, select the Trusted Root Certification Authorities tab, then Import.
11. In the Certificate Import Wizard:
    1. Select Next.
    2. Select Browse, select the saved certificate file, then Open.
    3. Select Next.
    4. Select Place all certificates in the following store and verify it shows Trusted Root Certification Authorities.
    5. Select Next, then Finish.
    6. Select OK, then Close.
12. Restart the Chrome browser.

Microsoft Edge

1. In Microsoft Edge, go to the generated URL.
2. Open Developer tools (Ctrl + Shift + I).
3. Select the Security tab.
4. Select View Certificate.
5. In the Certificate dialog, select the Details tab, then Copy to File to start the Certificate Export Wizard.
1. In the Certificate Export Wizard, select Next.
2. Select DER encoded binary X.509 (.CER), then Next.
3. Browse to the location, enter a file name, select Save, then Next.
4. Select Finish.
5. In the Certificate Export Wizard message, select OK.
6. If a Security Warning dialog appears, select Yes to install the certificate.
7. In the Certificates dialog, select OK.
6. In Microsoft Edge, open Settings > Privacy and services.
7. Under Privacy, select Manage certificates.
8. In the Certificates dialog, select the Trusted Root Certification Authorities tab, then Import.
9. In the Certificate Import Wizard:
   1. Select Next.
   2. Select Browse, select the saved certificate file, then Open.
   3. Select Next.
   4. Select Place all certificates in the following store and verify it shows Trusted Root Certification Authorities.
   5. Select Next, then Finish.
   6. If a Security Warning dialog appears, select Yes to install the certificate.
   7. In the Certificates dialog, select Close.

Apple Safari

1. In the address bar, go to the generated URL.
2. Select Show Certificate.
3. Select Always trust <URL> when connecting to <URL>.
4. Select Continue.

Mozilla Firefox

1. In the address bar, go to the generated URL.
2. Select Advanced.
3. Select Add Exception.
4. Select Permanently store this exception, then select Confirm the Exception.

Welcome to FactoryTalk Batch View

FactoryTalk Batch View allows you to initiate and control batch processes. A batch is a running control recipe, or the material produced by a single recipe execution.

Key Features:

• Batches: Create, view, and command control recipes; observe recipe execution; bind units for class-based recipes. A batch remains in the list until removed or the server restarts. A graphical representation of running batches is displayed.
• Prompts: Alert operators to requests for parameters, unit binding, material binding, and signatures or manual instructions. Control recipes require operator input for completion. Value prompts alert operators to requests for parameter values, unit binding, and material phase/container binding. Signatures require user permissions and optional comments for signoffs. Instructions are individual steps of a manually executed phase.
• Equipment: Provides an equipment-centric view of the defined area model, managed by the FactoryTalk Batch Equipment Editor. Equipment is displayed in three levels: process cell, unit, and phase/operation sequence. Each level shows run-time data. Phase level allows viewing phase-specific information and running phases manually. Views include List view (default), Diagram view (graphical representation), and Phase Summary view.
• Diagnostics: View server and service status, performance, statistics, batch event journals, and arbitration information. Status shows version and connection info for various FactoryTalk components. Server provides performance, hardware, and software details. Statistics show connection info, model file save times, and allow tag verification. Journals list event journals, and Arbitration allows managing system elements.
• Profile: Access to change default language, view assigned groups, enable/disable minimal view, and view authorization settings. Also allows viewing logged-in user information.

For more information, refer to the FactoryTalk Batch View User Manual or online help.

Rockwell Automation Support

Use these resources to access support information:

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