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
temperatures.
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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.

Preface
11
Resource
Description
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.

13
Chapter 1
FactoryTalk Batch introduction
As part of the FactoryTalk family, the FactoryTalk Batch components increase
overall plant efficiency by delivering the visibility, control, and reporting you
need to optimize manufacturing. With coordinated execution, you can reduce
scrap and rework and improve product quality and consistency. Through real-
time management of equipment utilization, you can maximize your return on
assets. By implementing optimized recipes and procedures, you can increase
your plant capacity. By using electronic, paperless operations, you can
improve your productivity. You also reduce compliance costs by using
electronic batch record implementation, paperless manufacturing, and
quality sign-offs. By lifting the compliance burden from manufacturing, you
reduce inventory levels and cycle times, which greatly improves customer
service.
The FactoryTalk Batch components help you optimize plant floor operations,
giving you quick return on your net assets. New product definitions are
deployed quickly into manufacturing. Production order information is
accurate. Business and plant-level control systems are tightly coordinated and
multiple sites operate as a team. FactoryTalk Batch components are an open,
configurable set of products that help you define, manage, monitor, and
control manufacturing at local, remote, or contractor plants. You can deploy
any of the FactoryTalk Batch components wherever you need them, one at a
time or all at once, to improve productivity and plant control. The FactoryTalk
Batch components include:
•FactoryTalk Batch Server
•FactoryTalk Batch Recipe Editor
•FactoryTalk Batch Equipment Editor
•FactoryTalk Batch View
•FactoryTalk Batch View HMI Controls
•FactoryTalk Event Archiver
•FactoryTalk Batch Network Editor
•FactoryTalk Batch Enterprise Integration Server
•eProcedure Server and Client components
•FactoryTalk Batch Material Manager

Chapter 1 FactoryTalk Batch introduction
14
To see the true value of a FactoryTalk Batch solution, become familiar with
Modular Batch Automation and how it relates to the ISA S88.01 International
Batch Control Standard. The next section is a brief overview of modular batch
automation.
In the late 1980s, the Instrument Society of America (ISA) started the SP88
committee to establish a set of standards for batch control. One of the most
important terms that has been associated with this standard is Modular Batch
Automation (MBA). Using the modular approach, a batch process is defined
by a sequence of small modules rather than by a large, cumbersome,
monolithic program. The initial step in implementing MBA is to separate the
batch process into two models: Equipment and Procedural. This separation
provides for a more efficient means of developing and modifying an
automated batch process. Modularizing your equipment and procedures
allows you to create re-usable components.
This diagram shows the relationship between the S88.01 models and the
FactoryTalk Batch Editors. The FactoryTalk Batch Equipment Editor and
FactoryTalkBatch Recipe Editor are tied together at the Phase level.
What is FactoryTalk Batch?
Modular Batch Automation

Chapter 1 FactoryTalk Batch introduction
15
As an example, you create a reactor unit in the FactoryTalk Batch Equipment
Editor. The reactor unit, which is displayed here, contains six phases that are
used to perform individual actions (adding various ingredients, mixing-
heating-transferring the contents of the reactor, etc.). Once the unit and its
associated phases are defined in the FactoryTalk Batch Equipment Editor, you
are ready to use the FactoryTalk Batch Recipe Editor to create operations for
this reactor to execute.
FactoryTalk Batch
Equipment Editor example

Chapter 1 FactoryTalk Batch introduction
16
To continue the example in the FactoryTalk Batch Recipe Editor, you create
two operations, Reaction_1 and Clean_In_Place, which are shown below. The
Reaction_1 operation transfers Material A into the reactor, agitates the
contents for 15 minutes at 5 RPM, and then dumps the contents into Storage
Unit A. The Clean_in_Place operation transfers water into the reactor, agitates
the contents for 60 minutes at 7 RPM, and then dumps the contents as Waste
Water.
Both operations use the same phases but in a different way. You control how
the phase operates through the use of parameters, such as speed and time as
shown in the AGITATE:1 phase.
For more information regarding how FactoryTalk Batch applies the ISA S88.01
concepts, contact your Rockwell Sales Representative. For a copy of the S88.01
document, write to: ISA, 67 Alexander Drive, P.O. Box 12277, Research
Triangle Park, NC 27709
FactoryTalk Batch organizes information for a number of different
occupational roles:
•ProcessEngineer: Uses the FactoryTalk Batch Equipment Editor to
create an area model that captures all capabilities of the specific plant.
•Control Systems Engineer: Understands the specific control system
being used and links the control system with FactoryTalk Batch.
•Formulator: Uses the FactoryTalk Batch Recipe Editor to create master
recipes that run against the area model of the plant.
FactoryTalk Batch Recipe
Editor example
Who uses FactoryTalk
Batch?

Chapter 1 FactoryTalk Batch introduction
17
IMPORTANT
Separation of the Equipment and Procedural models allows for greater
protection of a company’s intellectual property. When implementing a project
with FactoryTalk Batch,engineers responsible for configuringthe equipment
in the plant don’t need access to the recipes. They are only responsible for
designing equipment-specific phases (optimizing the physical capabilities of
the plant). The recipes remain in the handsof the formulators (usually
company employees).
•Operator: Uses the FactoryTalk Batch View and/or ActiveX controls to
schedule, start, and stop batches. Also uses a third-party human
machine interface (HMI) software package to view the physical plant
(pumps, valves, etc.). Can also review past batches and make
parameter adjustments online.
•The facility operator is the user of the designated equipment.
•The operator is the recipient of requests for parameter data
deferred to the operator.
•The operator is the default owner of a resource if the facility
operator is manually arbitrating between resources.
•MIS Administrator: Interacts with the uploaded event journals to
create batch reports and monitor material usage. The FactoryTalk
Event Archiver can upload batch data to a Microsoft SQL database.
The following is a list of reference documents that may be consulted for more
complete information.
•NAMUR Guidelines "Normen Arbeitsgemeinschaft für Mess-ûnd
Regeltechnik in der Chemischen Industrie"
Standard that defines the terminology used to describe modular batch
automation’s component parts.
•IEC 61131-3"ProgrammableControllers, Programming Languages"
Standard that describes sequential function charts.
•ISA’s S88.01"BatchControl,Modelsand Terminology"
Standard which describes the standard terminology used to describe
modular batch automation's component parts.
•ISA’s ANSI/ISA–95.00.01–2000 "Enterprise-Control System
Integration Part1:Models and Terminology"
Standard that describes the relevant functions in the enterprise and
the control domain and which objects are normally exchanged
between these domains.
•ISA’s ANSI/ISA–95.00.02–2001"Enterprise-Control System
Integration Part 2: Object Model Attributes"
Standard that defines the details of the interface content between
manufacturing control functions and other enterprise functions.
Reference guidelines and
standards

Chapter 1 FactoryTalk Batch introduction
18
FactoryTalkBatch comes with several components that interact with each
other to design, create, configure and run batch recipes.
The FactoryTalk Batch Server is the engine that runs FactoryTalk Batch. It is
the component that controls system information, phases and recipes. The
server allows integration with process-connected devices (PCDs) and third-
party software packages. Prior to opening FactoryTalk Batch View, the
FactoryTalk Batch Server must be running and remain active during all batch
functions.
The FactoryTalk Batch Server operates as a Windows service, which means
that the FactoryTalk Batch Server can be configured to start automatically and
that control of the FactoryTalk Batch Server can be given to the Windows
Service Manager. Because the FactoryTalk Batch Server runs as a service, it
does not require an operator to log on to run. Therefore, logging on or off
Windows during operation does not disrupt the performance of the
FactoryTalk Batch Server.
The FactoryTalk Batch Recipe Editor is used to graphically create and
configure recipes.
•The interface is based on IEC 61131-3 sequential function charts (SFC)
that graphically organizes recipes into procedures, unit procedures,
operations and phases along with any applicable comments.
•In addition to the SFC view, the FactoryTalk Batch Recipe Editor offers
a table view. Table-based recipes provide a mechanism for creating
simple recipesthat do not require a complex recipe structure or
elaborate transition expressions. Additionally, you can view table-
based recipes and edit all recipe parameters without having to navigate
between steps.
•The FactoryTalk Batch Recipe Editor allows you to specify sequences of
phases. The actual phase logic must be configured in the process-
connected device (PCD) while the interface to the PCD must be
configured in the FactoryTalk Batch Equipment Editor.
•Recipe reports can be generated in SFC and/or descriptive format.
•If Recipe Approvals are enabled in the underlying area model, approval
signoffs are executed in the FactoryTalkBatch Recipe Editor.
•When Recipe Version Control is enabled, a version of a recipe (a read-
only, numbered snapshot of a recipe) can be saved and protected from
further editing. New work-in-progress (WIP) copies of a version allow
the recipe author to continue to make changes and updates to a recipe.
When a versionedrecipe no longer matches the underlying area
FactoryTalk Batch
Components
FactoryTalk Batch Server
FactoryTalk Batch Recipe
Editor

Chapter 1 FactoryTalk Batch introduction
19
model, or references a deleted or non-existent sub-recipe, it is marked
as obsolete.
The FactoryTalk Batch Equipment Editor is a graphical interface through
which a database of process equipment is defined and maintained (an area
model).
•Components defined in the FactoryTalk Batch Equipment Editor are
used to interface with process-connected devices (PCDs) in the facility.
During recipe configuration, the area model provides a list of available
units and phase classes.
•Configure phases and commands to trigger an electronic signature
request when a report or recipe parameter is out of range (parameter
deviation), or when specific commands are executed on a batch (such
as Abort Batch or Active Step Change).
•During recipe verification, the area model confirms that the
designated equipment is capable of executing the procedures.
•During recipe execution, resource arbitration functions use the area
model to allocate equipment based on recipe and operator requests.
•The area model is available to all other FactoryTalk Batch applications.
In addition to the area model, the FactoryTalk Batch Equipment Editor allows
configuration of the following:
•Communication functions
•Electronic signatures
•Enumeration sets
•Data servers
•Recipe approvals
•Recipe version control
•FactoryTalk Event Archiver functions
This topic describes FactoryTalk Batch View on a Windows desktop system.
Tip: The modern FactoryTalk Batch View is an innovative and intuitive user interface for your
comprehensive batch solution. It leverages state-of-the-art web technologies with scalable
graphics for consistent visualization across all devices and form factors. The zero-install browser
simplifies administration and maintenance. As the only native client application that supports the
new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch
solutions.
For more information about the new FactoryTalk Batch View mobile solution, view the FactoryTalk
Batch View User Manual (FTBVS-UM002).
FactoryTalk Batch View is the batch recipe initiation and execution program
used by the operator of the FactoryTalk Batch Automation Solution system to:
FactoryTalk Batch
Equipment Editor
FactoryTalk Batch View

Chapter 1 FactoryTalk Batch introduction
20
•Initiate and control the batch process
•Display a graphical representation of a running batch and its
associated data
Typically, FactoryTalk Batch View is intended to be used in conjunction with
an HMI.
Each FactoryTalk Batch View window can be customized to suit the needs of a
specific station:
•Specify the columns to display
•Specify the size of columns and rows
•Sort and filter on one field in certain windows
•Set the font for each FactoryTalk Batch View window
If the security is enabled for FactoryTalk Batch View, a system administrator
can use the password protection option to:
•Limit the information that is displayed
•Specify the commands that are allowed at a particular station
Using FactoryTalk Batch View, an operator can respond to electronic
signature requests that have been generated by report and recipe parameter
deviations or by a command execute request.
The FactoryTalk Event Archiver’s purpose is to translate the FactoryTalk Batch
tab-delimited ASCII electronic batch record files to a user-specified file type.
These electronic batch record files are maintained separately for each batch
created and viewed with a word processor or spreadsheet. Many plants have
standardized on one of the many commercially available Relational Database
Management System (RDBMS) software packages. We recommend using a
high-performance database, such as SQL Server, due to their better
robustness and performance. The Archiver collects data from each electronic
batch record file and stores it in the specified RDBMS database format.
The FactoryTalk Batch Network Editor is a utility that indicates where other
FactoryTalk Batch and FactoryTalk Batch Material servers are located on the
network. This network configuration allows for ease of integration with other
FactoryTalk Batch components and simplifies the process of reconfiguring a
multi-computer system. If FactoryTalk Batch Material Manager is also
installed the FactoryTalk Batch Network Editor is also used to indicate the
location of the material database.
FactoryTalk Event Archiver
FactoryTalk Batch Network
Editor