Rockwell Automation FactoryTalk Batch User manual

Getting Results Guide
Original Instructions
FactoryTalk Batch
Getting Results Guide
FactoryTalk Batch Components 14.00
Supersedes Publication BATCH-GR011D-EN-P - February 2017
Rockwell Automation Publication BATCH-GR011E-EN-P - October 2020

FactoryTalk Batch
2
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.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
WARNING: Identifies information about practices or circumstancesthat can cause an explosion in a hazardous environment, which may lead to
personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.
Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT
Identifies information that is critical for successful application and understanding of the product.
Labels may also be on or inside the equipment to provide specific precautions.
SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
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will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and
for Personal Protective Equipment (PPE).

3
Table of Contents
About this manual........................................................................................7
Document organization ..............................................................................7
Legal Notices.................................................................................................7
Additional resources ................................................................................... 8
Chapter 1
What is FactoryTalk Batch?.......................................................................14
Modular Batch Automation.................................................................14
FactoryTalk Batch Equipment Editor example ...........................15
FactoryTalk Batch Recipe Editor example ...................................16
Who uses FactoryTalk Batch?..............................................................16
Reference guidelines and standards......................................................... 17
FactoryTalk Batch Components................................................................18
FactoryTalk Batch Server.....................................................................18
FactoryTalk Batch Recipe Editor.........................................................18
FactoryTalk Batch Equipment Editor.................................................19
FactoryTalk Batch View .......................................................................19
FactoryTalk Event Archiver ................................................................20
FactoryTalk Batch Network Editor ....................................................20
FactoryTalk eProcedure Client........................................................... 22
FactoryTalk eProcedure Server .......................................................... 22
FactoryTalk Batch Material Manager ................................................ 22
FactoryTalk Batch Material Editor .............................................. 22
FactoryTalk Batch Material Server ...............................................23
Chapter 2
FactoryTalk Batch Server overview ..........................................................25
Sample demonstration setup................................................................... 26
Add sample FactoryTalk Security users............................................. 26
Configure sample permissions for FactoryTalk Security users....... 28
Configure the sample FactoryTalk Batch Server .............................. 30
Rebuild the recipe directory ................................................................32
Start the FactoryTalk Batch Server service...............................................33
Batch Service Manager dialog box - Server options ..........................34
Start the sample FactoryTalk Batch Phase Simulator .............................34
Verify PCD communications.....................................................................35
Learn about FactoryTalk Batch..................................................................36
Chapter 3
Preface
FactoryTalk Batch introduction
FactoryTalk Batch Server
introduction

Table of Contents
4
Open the FactoryTalk Batch Equipment Editor with a sample user .....37
Open a sample area model ........................................................................38
The FactoryTalk Batch Equipment Editor window.................................38
Navigate within the area model ................................................................39
Create and configure a phase class .......................................................... 40
View a sample phase class configuration.......................................... 40
Create a sample phase class.................................................................41
Create and configure phases .................................................................... 42
View a sample phase configuration................................................... 42
View a sample FactoryTalk Batch tags................................................43
Create a sample phase..........................................................................43
Create a sample signature template .........................................................44
Use signature templates ......................................................................45
Use signature templates with recipe approvals.................................46
Enable recipe version control................................................................... 48
Enable recipe and area model security .................................................... 48
Share equipment ........................................................................................49
Exit the FactoryTalk Batch Equipment Editor.........................................49
FactoryTalk Batch Equipment Editor summary......................................49
Chapter 4
Open the FactoryTalk Batch Recipe Editor ..............................................52
FactoryTalk Batch Recipe Editor window................................................52
Open a recipe..............................................................................................53
Review the recipe structure.......................................................................54
View hidden information ....................................................................54
Change the recipe view........................................................................55
Move down through SFC levels...........................................................55
Move up through SFC levels................................................................57
Add steps.....................................................................................................57
Add a sequential step in the sample operation level..........................57
Add a parallel step in the sample operation level...............................58
Assign step formula values to the sample operation level.......................58
Add recipe comments to the sample operation .......................................59
Remove steps ............................................................................................. 60
Add a continuous loop to the sample unit procedure............................. 60
Verify the recipe......................................................................................... 62
Remove a sequential step from the sample operation ........................... 62
Remove a parallel step from the sample operation................................. 62
FactoryTalk Batch Recipe Editor summary..............................................63
Chapter 5
FactoryTalk Batch Equipment
Editor introduction
FactoryTalk Batch Recipe Editor
introduction

Table of Contents
5
Open FactoryTalk Batch View...................................................................65
Run a sample batch....................................................................................67
Examine the batch .....................................................................................69
Navigate the SFC ....................................................................................... 70
Remove the sample batch from the Batch List.........................................72
Bind a unit manually..................................................................................72
Add a comment to a sample batch ............................................................74
Respond to unacknowledged sample prompts ........................................74
View the sample batch event journal ........................................................76
Control a phase manually ..........................................................................77
Resolve arbitration issues....................................................................79
Phase Control window........................................................................ 82
Configure the FactoryTalk Batch View.................................................... 82
Exit the FactoryTalk Batch View ...............................................................83
FactoryTalk Batch View summary ............................................................83
Chapter 6
System architecture.................................................................................. 86
Run the FactoryTalk Event Archiver to insert batch record data...........87
FactoryTalk Event Archiver summary ..................................................... 88
Chapter 7
FactoryTalk Batch ActiveX Controls........................................................ 89
The ControlRecipeList control................................................................. 90
ControlRecipeList interface ............................................................... 90
ControlRecipeList shortcut menu.......................................................91
Open the ControlRecipeList control...................................................91
The PromptsList control ............................................................................91
PromptsList interface ......................................................................... 92
PromptsList shortcut menu ............................................................... 92
Open the PromptsList control............................................................ 92
The SignatureList control......................................................................... 92
SignatureList interface........................................................................93
SignatureList shortcut menu ..............................................................93
Open the SignatureList control...........................................................93
The ProcedureView control .......................................................................94
Table view interface .............................................................................94
SFC View interface...............................................................................95
ProcedureView shortcut menu ...........................................................95
Open the ProcedureView control........................................................95
The TimerView control ..............................................................................96
TimerView shortcut menu ..................................................................96
FactoryTalk Batch View
introduction
FactoryTalk Event Archiver
FactoryTalk Batch ActiveX
controls introduction

Table of Contents
6
Open the TimerView control...............................................................96
FactoryTalk Batch ActiveX controls summary.........................................97
Chapter 8
PC-based phases.........................................................................................99
Execution of a PC-based phase example............................................... 100
PC-based phases summary......................................................................102
Appendix A
PC-based phases introduction
Glossary
Index

7
Preface
This information was developed to introduce you to the basics of automated
batch manufacturing and the FactoryTalk® Batch product components. This
manual 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).
The information in this document is presented in an order that should
minimize the effort required to obtain a basic overview of Batch.
The following subjects are presented in this document:
•FactoryTalk Batch Documentation
•Modular Batch Automation
•FactoryTalk Batch Components
•FactoryTalk Batch Server
•FactoryTalk Batch Equipment Editor
•FactoryTalk Batch Recipe Editor
•FactoryTalk Batch View
•FactoryTalk Event Archiver
•ActiveX Controls
•PC-Based Phases
•Glossary of Terms
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
About this manual
Document organization
Legal Notices

Preface
8
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:
•Components
Includes the name of the open source component, its version number,
and the type of license.
•Copyright Text
Includes the name of the open source component, its version number,
and the copyright declaration.
•Licenses
Includes the name of the license, the list of open source components
citing the license, and the terms of the license.
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: http://www.rockwellautomation.com/global/about-
us/contact/contact.page. Please include "Open Source" as part of the request
text.
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.
Additional resources

Preface
9
Resource
Description
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 creatingand 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 isbased 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 tomonitor and interact with the production
process within a FactoryTalk View SE Display Client.

Preface
10
Resource
Description
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.