Abt-Ccv207-Tlb 2017-03 PDF

FactoryTalk View SE Programming
Lab Book
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Table of Contents
General Setup ............................................................................................................................................................... I

Getting Started with FactoryTalk View SE Software ......................................................................................... 1-1
Creating and Configuring a Local FactoryTalk View SE Application .......................................................... 2-1
Creating a Graphic Display and Adding Basic Objects in a FactoryTalk View SE Application .......... 3-1
Adding Interactive Objects to a Display and Creating a FactoryTalk View SE Client........................... 4-1
Animating a Graphic Display in a FactoryTalk View SE Application........................................................... 5-1
Creating and Managing HMI Tags in a FactoryTalk View SE Application................................................. 6-1
Creating, Modifying, and Viewing a Data Log Model in a FactoryTalk View SE Application ............ 7-1
Creating Trends and Trend Overlays in a FactoryTalk View SE Application ............................................ 8-1
Using Tag Placeholders in a FactoryTalk View SE Application ..................................................................... 9-1
Configuring Global Objects and Global Object Parameters in a FactoryTalk View SE
Application ...................................................................................................................................... 10-1
Adding VBA Display Code in a FactoryTalk View SE Application ............................................................. 11-1
Creating a Derived Tags File and an Event File in a FactoryTalk View SE Application ..................... 12-1
Creating Keys, Macros, and Symbols in a FactoryTalk View SE Application......................................... 13-1
Configuring HMI Tag-Based Alarms in a FactoryTalk View SE Application .......................................... 14-1
Configuring FactoryTalk Alarms and Events in a FactoryTalk View SE Application .......................... 15-1
Planning and Configuring Basic FactoryTalk Security in the FactoryTalk Directory ......................... 16-1
Configuring Security in a FactoryTalk View SE Application........................................................................ 17-1
Displaying FactoryTalk View SE Applications in FactoryTalk ViewPoint Software ............................ 18-1
Creating and Configuring a Network Distributed FactoryTalk View SE Application ........................ 19-1
ii Table of Contents
I
General Setup
This document contains information about the setup steps required

to prepare for the lab exercises.
Required Hardware
The following equipment is required for each workstation:
ControlLogix® workstation (Part No. ABT-TDCLX3) or

equivalent hardware
Communication cards and cables for an EtherNet/IP network
Ethernet switch or crossover cables
Required Software
The following software is required:
Software Version
.NET Framework 4.0 or later
FactoryTalk® Services Platform 2.8 or later
FactoryTalk View SE 8.1
5.74 or later
(installed when
RSLinx® Enterprise you install
FactoryTalk View
SE software)
RSLinx Classic 3.74 or later
FactoryTalk ViewPoint 8.1
Studio 5000 Logix Designer® 28.0
Firmware files for Logix Designer 28.0
Microsoft Access 2007 or later
Microsoft Excel 2007 or later
47.0 or later (with
Google Chrome the free Window
Resizer extension)
Rev. March 2017 © 2017 Rockwell Automation, Inc. All rights reserved.
GSUeCCV207
II General Setup
Required Materials
Job Aids
The following job aids can be used to complete the exercises:
x FactoryTalk View Site Edition Procedures Guide

x FactoryTalk Security System Configuration Guide
The following electronic materials can also be used with the
exercises:
x RSLinx Enterprise Help system

x FactoryTalk View SE Help system
x FactoryTalk Security Quick Start Guide
x FactoryTalk View SE Installation Guide
x FactoryTalk Alarms and Events Quick Start Guide
x FactoryTalk View Site Edition User’s Guide
Required Setup
Perform the following steps for each workstation:
1. Perform the following actions:

A. Set up an EtherNet/IP network between the computers and
the EtherNet/IP modules.
B. Verify that the workstation matches the standard hardware
layout found in the Workstation Layout section of this
document.
C. Open RSLinx Classic software and configure the EtherNet/IP
driver used to communicate with the controller.
D. Using the Studio 5000 Logix Designer application, download
the CCV207_CLX_Assembly_Quality.ACD file to the
controller in slot 1 and place the controller in Run or Remote
Run mode.
2. Copy the exercise files to a new folder on the computer’s hard
drive.
3. Ensure that the Window Resizer extension is enabled:
A. The Window Resizer extension can be downloaded from the
Chrome Web Store
(https://chrome.google.com/webstore/detail/window-
resizer/kkelicaakdanhinjdeammmilcgefonfh?hl=en-US)
B. To verify that the Window Resizer is installed, access Chrome
settings and select Extensions. Verify that the Window
Resizer is listed and Enabled is checked.
© 2017 Rockwell Automation, Inc. All rights reserved. Rev. March 2017
GSUeCCV207
General Setup III
Important Exercise Note

The exercises require that communications occur between the
workstation computer and the controller using an RSLinx Enterprise
data server.
This configuration is set up as part of the Creating and Configuring a

Local FactoryTalk View SE Application exercise.
The subsequent exercise files each contain an RSLinx Enterprise

communications configuration. However, the shortcuts contained in
the communications configuration may not be recognized if the
saved configuration does not match the configuration you are using
when performing the exercise.
If you use the supplied exercise file for one or more exercises,
complete the following steps for each file that you use:
1. If it has not been restored, use the Application Manager to

restore the exercise application.
2. In FactoryTalk View Studio software, open the application.
3. Open the RSLinx Enterprise Communication Setup.
4. From the Primary tab, assign the existing Assembly_Quality
shortcut to the controller running the
CCV207_CLX_Assembly_Quality.ACD file.
5. Click Apply.
6. Click OK.
7. Reopen the RSLinx Enterprise Communication setup and verify
that the device shortcut has been saved.
8. If the device shortcut was not saved, repeat Steps 4 through 7.
9. If you see wireframe images when testing a display or
application after restoring an application, run the
Restart RSLinx.BAT file to restart RSLinx.
GSUeCCV207
IV General Setup
For Individual Exercises

Certain exercises require individual setup:
Exercise Required Setup

Verify that the Alarm Log Viewer is correctly set
up for the exercise by performing the following
actions:
A. From the Start menu, select All Programs o
Rockwell Software o FactoryTalk View o
Configuring HMI Tag-Based Alarms in a FactoryTalk Tools o SE HMI Tag Alarm Log Viewer.
View SE Application B. Right-click in the spreadsheet area and
select Properties.
C. In the Source box, select the Local computer
option.
D. Click OK.
Using the Studio 5000 Logix Designer

Displaying a FactoryTalk View SE Application in application, download the Cookies.ACD file to
FactoryTalk ViewPoint the controller in slot 1 and place the controller in
Run or Remote Run mode.
Groups of two or three computers must be
Creating and Configuring a Network Distributed
networked together either using crossover
FactoryTalk View SE Application
cables or an Ethernet switch.
Resource: Required Setup Procedures

For help with some of the setup procedures, see the FactoryTalk
View Site Edition Procedures Guide.
GSUeCCV207
General Setup V
Workstation Layout
ControlLogix Workstation
The standard ControlLogix workstation includes the following
equipment:
x A chassis with the modules listed in the following table:
IMPORTANT
To match the standard workstation configuration in the exercise
files, the ControlLogix controller must be located in Slot 1.
Slot Module Description

0 1756-OB16D Digital output module
1 1756-L73 (5573) ControlLogix controller
2 1756-IB16D Digital input module
3 Empty Slot
4 1756-OB16D Digital output module
5 1756-CNB ControlNet bridge module
6 Empty Slot
7 1756-OF6VI Analog output module
8 1756-IF61 Analog input module
9 1756-ENxT EtherNet/IP bridge module
IMPORTANT
If your ControlLogix workstation does not include the I/O and
communications modules listed in Slots 0, 2, and 4 through 8,
leave those slots empty.
IMPORTANT
If you are using a custom setup, you must have, at minimum, a
controller in Slot 1 and the EtherNet/IP module in another
available slot.
IMPORTANT
The workstation’s modules must have firmware compatible with
Studio 5000 Logix Designer V28.
Resource: Firmware Files

Firmware files are available at:
http://support.rockwellautomation.com/ControlFlash/
GSUeCCV207
VI General Setup
GSUeCCV207
1-1
Exercise 1 Getting Started with

FactoryTalk View SE Software
Required Setup
This exercise requires the following items. See the General Setup for
more details.
Software:
FactoryTalk® View SE
The following file(s):
SSoap_Local.APA
InstantFizz.APB
Resource: Job Aid

For help performing steps in the exercise(s), see the job aid(s):
Exercise A
Objectives
In this exercise, you will practice how to:
x Identify FactoryTalk View SE software components
x Identify FactoryTalk View SE application types
Situation
Before you begin developing an HMI application, you must be able
to identify the different FactoryTalk View SE software components
and what functions they serve. You must also be able to identify the
differences between application types.
Practice
Answer the following questions:
1. What does the abbreviation HMI mean?
ISEe9701SE
1-2 Getting Started with FactoryTalk View SE Software
2. What four application types does FactoryTalk View Studio

provide architecture for?
3. What is an area?
4. True or False: A Local Station application can have multiple HMI

servers.
5. What is the maximum number of FactoryTalk View SE clients

that can have simultaneous access to a FactoryTalk View SE
application?
6. Which FactoryTalk View utility or tool would you use to restore a

Local Station application?
7. Which FactoryTalk View utility or tool would you use to stop or

start the FactoryTalk View HMI service manually on the
computer?
ISEe9701SE
Getting Started with FactoryTalk View SE Software 1-3
8. Which FactoryTalk View SE component can be described as

software that allows you to develop and configure a FactoryTalk
View SE application?
9. What software should be installed wherever FactoryTalk

products are run?
10. True or False: In a network system, if the FactoryTalk Directory

becomes unavailable while an application is running, the
application will continue to run correctly.
ISEe9701SE
Answers: Exercise A
Check your work:
1. HMI is an abbreviation for Human-Machine Interface.

2. FactoryTalk View Studio provides architecture for FactoryTalk
View Site Edition (Local Station, Network Station, and
Network Distributed) and FactoryTalk View Machine Edition
applications.
3. Areas are logical divisions of a FactoryTalk View SE application.
4. False. A Local Station application can only have one HMI server.
5. The maximum number of FactoryTalk View SE Clients that can
have simultaneous access to a FactoryTalk View SE application is
50.
6. The Application Manager is used to restore a Local Station
application.
Reminder: While the Application Manager is used to restore
both Local Station and Network Station applications, the
Distributed Application Manager (DAM) is used to restore
Network Distributed applications.
7. Use the SE Service Manager tool to manually start or stop the
FactoryTalk View service on the computer.
8. FactoryTalk View Studio is a software for developing and
configuring FactoryTalk View SE applications.
9. FactoryTalk Services Platform should be installed wherever
FactoryTalk products are run.
10. True. In a network system, if the FactoryTalk Directory becomes
unavailable while an application is running, the application will
continue to run correctly. The FactoryTalk View SE client will be
able to read and write values, acknowledge alarms, and open
and close displays because a copy of the information provided
by the FactoryTalk Directory is stored locally on each computer
that is connected to the FactoryTalk Directory computer.
However, you will not be able to modify an application’s
structure. You cannot add or edit an area, a data server, or an
HMI server.
ISEe9701SE
Exercise B
Objectives
x Prepare a terminal for a FactoryTalk View SE application
x Back up and restore FactoryTalk View SE applications
Situation
Before you start working with applications, your terminal must be
configured to use the appropriate FactoryTalk Directory. It is also a
good practice while developing to back up your applications.
Practice
1. Configure the FactoryTalk Local Directory:
x Enter the user name and password for a Windows account
with administrator privileges on your computer.
2. Attempt to open a Local Station application named InstaCorp.
What happens?
3. Restore the SSoap_Local.APA file.

x Select Local Station application.
x Do not restore the FactoryTalk Local Directory.
x Name the new application InstaCorp.
4. When the restore has completed, open FactoryTalk View Studio
software.
5. Open the InstaCorp application and explore the graphic
displays for examples of layout and design.
6. Open the Application Documenter and view some of the
available data provided for you.
7. When you have finished exploring the displays, close the
InstaCorp application.
8. Back up the InstaCorp application with the name
InstaCorp Rev1 to the default location. Do not encrypt the
backup.
ISEe9701SE
Answers: Exercise B
Check your work
1.Select the Local Directory only:
Enter an administrator user name and password:
2. The application does not yet exist. It must be restored before it

can be opened.
ISEe9701SE
3. Restoring an application:
x Selecting Site Edition for a local application:
x Selecting to restore application and specifying the name of

the restored application:
4. The InstaCorp application now appears in the list of Local

Station applications:
ISEe9701SE
5. The Graphics Display folder contains several sample displays

such as the one displayed here:
8. Back up using the Application Manager:
Saving the backup as InstaCorp Rev1:
ISEe9701SE
Exercise C
Objective
x Prepare a terminal for a FactoryTalk View SE application
x Back up and restore FactoryTalk View SE applications
Situation
InstaCorp has hired you to develop a project for their newest
manufacturing facility. You will need to develop Network and Local
applications, so your terminal must be configured for both types of
applications.
Practice
1. Run the FactoryTalk Directory Configuration Wizard and select to
configure the Network Directory.
2. You must supply a Network User Name and Password. Use a
Windows account with administrator privileges on your
computer.
IMPORTANT
A user name without a password is not acceptable for the
FactoryTalk Network Directory.
3. Restore the InstantFizz.APB Network Distributed application.

x Restore the application only
x Leave the default application name
x Select your computer name as the Primary Host for all Areas
x If the InstantFizz application already exists, overwrite it.
4. Open the InstantFizz Network Distributed application.
5. Expand the three areas within the application and explore the
graphic displays and data servers within each area.
6. When you have finished exploring the application, close
FactoryTalk View Studio software.
7. Back up the InstantFizz Network Distributed application with
the name InstantFizz_Backup to the default location. Do not
encrypt the backup.
ISEe9701SE
Answers: Exercise C
Check your work:
1. Select the Network Directory:
2. Enter the user name and password for a Network user:
ISEe9701SE
3. Restore the InstantFizz Network Distributed application:
ISEe9701SE
4. Open the InstantFizz Network Distributed application:
7. Back up the InstantFizz application:
ISEe9701SE
2-1
Exercise 2 Creating and Configuring a

Local FactoryTalk View SE
Application
Required Setup
more details.
ControlLogix® Workstation
Software:
Studio 5000 Logix Designer®
RSLinx® Classic
RSLinx Enterprise
CCV207_CLX_Assembly_Quality.ACD
APL_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Create a local FactoryTalk View SE application
x Configure communications in a FactoryTalk View SE application
APLe9701SE
2-2 Creating and Configuring a Local FactoryTalk View SE Application
Situation
You have just installed a new production line in your facility. You
have been tasked with creating a new HMI application to operate
that production line more efficiently.
Practice
It's your turn to try it:
1. Open FactoryTalk View Studio software.
2. If you want to view an application that is both stored and run on
the same terminal, which type of FactoryTalk View Studio
application should you select?
3. Select the application type you identified in Step 2.

4. Create a new FactoryTalk View SE application named AppliSE.
5. Examine the Application Explorer and familiarize yourself with
the available application components.
How many HMI servers and areas does the application contain?
6. Add an RSLinx Enterprise device server to the application.

7. Double-click Communication Setup and expand the
EtherNet/IP module to view your processor.
8. Add a device shortcut named Assembly_Quality that points to
the controller running the project
9. Verify the assigned device shortcut has been successfully
applied.
10. Minimize or close your FactoryTalk View SE application and
return to the Windows desktop.
11. Locate your HMI project folder and verify that the AppliSE.SED
file exists.
APLe9701SE
Creating and Configuring a Local FactoryTalk View SE Application 2-3
APLe9701SE
Answers: Exercise A
Check your work:
2. You should select the Local Station product type to view an

application that is stored and run on the same terminal:
4. Type AppliSE in the Application name field:
5. The application contains one HMI server and zero areas. (Recall
that local applications do not use areas.)
6.
APLe9701SE
7. Your configuration should look similar to the following:
Exercise B
Objectives
x Configure communications in a FactoryTalk View SE application
Situation
You have just installed a new production line in your facility. You
now want to create and configure a new FactoryTalk View SE
application to establish communications using an OPC data server.
Practice
1. If you already created the AppliSE application, continue working
with that application; otherwise restore the
APL_9701SE_B1.APA file. Be sure to restore the local directory
and name the restored application AppliSE.
IMPORTANT
Before using this file, you must verify that the RSLinx Enterprise
communications setup has been updated.
2. Add an OPC Data Server named RSLinxClassic and select

RSLinx Remote OPC Server as the OPC Server Name (ProgID).
3. Open RSLinx Classic software as an application.
4. If it is not already completed, configure a communications driver
for the network that you are using.
APLe9701SE
5. From RSLinx Classic software, create a new OPC topic named

OPC_Assembly_Quality that points to the controller running
the CCV207_CLX_Assembly_Quality.ACD project.
6. Configure data collection for the OPC_Assembly_Quality topic
to use symbols from the CCV207_CLX_Assembly_Quality.ACD
file.
7. Close the DDE/OPC Topic Configuration dialog box and
minimize your RSLinx Classic application.
8. Start the FactoryTalk Live Data Test Client.
9. Connect to the AppliSE application on the local FactoryTalk
directory.
10. Add FactoryTalk data points from the AppliSE application:
A. Create a new group using default settings.
B. From the Assembly_Quality shortcut, add the
Tank_2_Timer.ACC tag, which is located in the Tanks
program.
C. From the OPC_Assembly_Quality topic, add the online
Roaster_01.Temperature tag, which is found in the
Roaster_01 program.
11. Verify that the current quality is Good and that the values are
changing.
IMPORTANT
If the values are not changing, make sure the controllers are in
Run or Remote Run mode.
If the quality is Bad, verify the controller is connected and
powered up and check configurations in the FactoryTalk View
RSLinx Enterprise Communication Setup.
12. Close the FactoryTalk Live Data Test Client when
communications have been verified.
APLe9701SE
Answers: Exercise B
Check your work:
2. The OPC Data Server Properties window should look similar to

the following graphic:
APLe9701SE
3. The RSLinx Classic Launch Control Panel can be used to stop

the service:
5. Your configuration should look similar to the following graphic:
APLe9701SE
6. Your configuration should look similar to the following graphic:
9. If FactoryTalk has been selected, the Local directory will appear

similar to the following graphic:
10.
A. Leave the default name and update rate settings:
APLe9701SE
B. Expanding Program:Tanks exposes the Tank_2_Timer.

Remember to click the Add (-->) button:
C. Browsing the OPC_Assembly_Quality shortcut and clicking

Program:Roaster_01 exposes the Temperature tag:
APLe9701SE
11. If communications have been properly configured, the Current

Quality should be “Good”:
APLe9701SE
Exercise C (Optional: Scenario Practice)

Objective
In this exercise you will practice how to:
x Manually configure an RSLinx Enterprise Device Server
Situation
InstaCorp has hired you to develop an application for their nearby
manufacturing facility. Your development work must be done off-
site, so you will not have access to their network until shortly before
they shut down next month.
As a result, you must configure the network and device shortcuts
offline. You will need to use an emulator to test the application for
the Logix5000 system.
Practice
It’s your turn to try it:
1. Create a new FactoryTalk View SE Local Station application
named Iron Plant.
2. Add an RSLinx Enterprise device server. Open RSLinx Enterprise
Communications Setup.
3. Open RSLinx Enterprise Communication Setup.
4. What drivers are currently installed?
5. Add a new driver for a ControlNet network (1784-PCIC(S), 2711P-

RN15S) and accept the default settings for name, address, and
slot.
6. Stop Browsing the ControlNet network.
7. Add a new PLC-5 device to the ControlNet network. Select the
PLC5-40 (1785-L40C15) at Node #1. Name the controller
Stockhouse.
8. Stop Browsing the EtherNet network.
9. Add a new SLC 500 device to the EtherNet network. Select the
SLC5/05 (1747-L550) and assign it an IP address of 192.168.1.40.
Name the controller Furnace.
10. Create new device shortcuts for each device using the names
provided in Steps 7 and 9.
APLe9701SE
11. When done, close the Iron Plant application and open the
AppliSE application.
12. Do the drivers and shortcuts created in this exercise appear in
this application?
APLe9701SE
Answers: Exercise C
Check your work:
4. The Virtual Backplane and EtherNet drivers are created by

default.
10. Your Communications Setup should appear similar to the
following:
12. The driver appears but the shortcuts do not. Drivers apply to all
RSLinx Enterprise instances, but shortcuts are application
specific.
APLe9701SE
3-1
Exercise 3 Creating a Graphic Display and

Adding Basic Objects in a
FactoryTalk View SE
Application
Required Setup
more details.
Software:
FactoryTalk® Services Platform
FactoryTalk View SE
RSLinx® Enterprise
Fill-Cap Lab Library.GFX
GDB_9701SE_A1.APA
Resource: Job Aid

Exercise A
Objectives
x Create a graphic display
x Add basic objects to a display
Situation
You have to design an HMI system for a newly installed bottling line
in your facility. Creating a new standard graphic display is one of the
first steps in designing an HMI that will provide users with a view of
the process.
GDBe9701SE
3-2 Creating a Graphic Display and Adding Basic Objects in a FactoryTalk View SE Application
Practice

GDB_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Add a new graphic display to your application with the following

properties:
x Display Type: Replace
x Title Bar: Main Menu
x Size: 800 × 600
x Background: Light Gray
3. Save the graphic display as Main Menu.
4. Maximize the display.
5. What do the black dashed lines represent?
6. Configure the following grid settings:

x Show Grid
x Snap To Grid
x Black Grid Color
x 10 × 10 spacing
7. At the top of the display, draw a panel that stretches the width
of the display and has the following settings:
x Border style: RaisedInset
x Border width: 8
x Background: Red
8. Add text inside the panel that says Main Menu.
x Font: Arial 36-point bold, White
9. Using the built-in alignment tools, align the centers of the panel
and text objects and group them.
GDBe9701SE
Creating a Graphic Display and Adding Basic Objects in a FactoryTalk View SE Application 3-3
10. Create the following complex objects. Replicate them as closely

as you can:
x Use rectangles, polygons, and text.
x When done, group the Filler components and group the
Capper components.
11. Save and close your graphic display.

12. Add a new graphic display to your application:
x Display Type: Replace
x Display Size: 700 × 525
x Tag Update Rate: 0.05 seconds
x Title Bar: Conveyor Control
x Background Color: Light Gray
13. Save the display as My Conveyor.
14. Add the Fill-Cap Lab Library.GFX file to your application’s
graphics library.
Note: If prompted to overwrite an existing file, click Yes.
15. Open the Fill-Cap Lab Library graphics library display.
16. Copy all the objects from this library to the My Conveyor
display.
17. Open the Conveyor Parts graphics library display.
18. Copy the conveyor at the top of the display to the My Conveyor
display.
19. Flip the conveyor horizontally and stretch it wider.
20. Duplicate the uncapped bottle and place the duplicate on the
far-left edge of the conveyor.
GDBe9701SE
21. Arrange the conveyor, filler, capper, and bottles to match the
graphic below:
22. Save your graphic display.

23. Minimize or close your FactoryTalk View SE application.
GDBe9701SE
Creating a Graphic Display and Adding Basic Objects in a FactoryTalk View SE Application 3-5
Answers: Exercise A
Check your work:
2. The display settings should appear similar to the following

graphic:
5. The black lines indicate the edge of the viewable display area.
GDBe9701SE
11. The saved display should appear similar to the following

graphic:
22. The saved display should appear similar to the following

graphic:
GDBe9701SE
4-1
Exercise 4 Adding Interactive Objects to a

Display and Creating a
FactoryTalk View SE Client
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
bottle.LOC
Pump_bg.BMP
IOC_9701SE_A1.APA
IOC_9701SE_B1.APA
IOC_9701SE_C1.APA
IOC_9701SE_D1.APA
Resource: Job Aid

IOCe9701SE
4-2 Adding Interactive Objects to a Display and Creating a FactoryTalk View SE Client
Exercise A
Objectives
x Add interactive objects to a graphic display
Situation
You have a bottling line that consists of a filler and capper. You
would like to create a display that allows an operator to input the
number of bottles to be filled, and start and stop the filling and
capping process.
At the end of the exercise, your My Conveyor graphic display should
appear similar to the following example:
Practice
IOC_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Open the My Conveyor graphic display.
IOCe9701SE
Adding Interactive Objects to a Display and Creating a FactoryTalk View SE Client 4-3
3. Create a ramp button near the top left of the display that will
increase the number of bottles to fill in the order.
x Button action: Ramp up
x Upper limit: 10
x Label Image: Arrow Up
x Size: 50 × 50
x Value Connection:
[Assembly_Quality]Program:Filling.Bottle_Preset
4. Create another ramp button to the right of the existing ramp
button that will decrease the number of bottles to fill in the
order.
x Button action: Ramp down
x Lower limit: 0
x Label Image: Arrow Down
x Size: 50 × 50
x Value Connection: Bottle_Preset (from the Filling program)
5. Add a numeric display between the two ramp buttons to show
the number of bottles to fill:
x Expression: Use the Bottle_Preset tag (from the Filling
program)
x Field Length: 2
6. Add the following text above the ramp buttons:
x Set Number of Bottles to Fill
7. Create a momentary pushbutton below the ramp buttons to
start the conveyor:
x Button action: Normally open
x State 0:
- Background color: Red
- Caption: Push to START
- Choose font settings that are easy to read
x State 1:
- Background color: Green
- Caption: Running
x Size: 60 × 120
x Value Connection:
[Assembly_Quality]Program:Filling.Conv_Start_Stop
x Indicator Connection:
[Assembly_Quality]Program:Filling.Conv_Running
IOCe9701SE
8. Create a second momentary pushbutton below the first to stop

the conveyor:
x Button action: Normally open
x State 0:
- Caption: STOP
x State 1:
- Caption: Stopping
x Size: 60 × 120
x Value Connection:
[Assembly_Quality]Program:Filling.Conv_Shut_Down
9. Add the following text to the right of the last bottle:
x Bottle Count:
10. Add a Numeric Display below the text to show the number of
bottles that have been produced:
x Expression: Use the Bottle_Count tag.
x Field Length: 2
11. Create a Button object in the bottom-right corner of the display
that will navigate to the main menu (this button will be used
later in this exercise):
x Action: Run command
x Release action: Display Main Menu
x Up Appearance Caption: Home
x Choose font settings that are easy to read
x Size: 75 × 138
12. Save and test the FactoryTalk View SE graphics display and
verify:
x The ramp buttons increase and decrease the number of
bottles to be filled.
x The start and stop buttons operate as expected.
x The Bottle Count value increments as bottles are produced.
13. Close the My Conveyor display and open the Main Menu
display.
that will navigate to the conveyor display (this button will be
used later in this exercise):
x Release action: Display My Conveyor
x Up Appearance Caption: My Conveyor
x Size: 70 × 165
15. Save and close the display.
IOCe9701SE
Answers: Exercise A
Check your work:
3. Your ramp up pushbutton properties should appear similar to

the following graphics:
4. Your ramp down pushbutton properties should appear similar

to the following graphics:
IOCe9701SE
5. Your numeric display properties should appear similar to the

following graphic:
IOCe9701SE
7. Your start pushbutton properties should appear similar to the

following graphics:
IOCe9701SE
8. Your stop pushbutton properties should appear similar to the

following graphics:
IOCe9701SE
10. Your numeric display properties should look similar to the

following graphic:
11. Your button properties should look similar to the following

graphic:
IOCe9701SE
12. Your completed display should look similar to the following

graphic:
14. Your completed display should look similar to the following

graphic:
IOCe9701SE
Exercise B
Objectives
x Add interactive objects to a graphic display
Situation
You have a tank that fills and empties throughout your process. You
would like to create a display that allows an operator to set both the
high and low setpoints of the tank as well as monitor when the
pump for the tank is running.
At the end of the exercise, your Pump Detail graphic display should
appear similar to the following example:
Practice

IOC_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
IOCe9701SE
2. Add a new graphic display to your application.

x Display Type: On Top
x Display Size: 585 × 433
x Tag Update Rate: 0.05 seconds
x Title Bar: Pump Details
x Background Color: Light Gray
3. Save the display as Pump 1 Details.
4. Add the Pump_bg.BMP image to the application and arrange it
to cover the entire Pump 1 Details display.
5. Convert the image to wallpaper.
6. Create a bar graph object near the upper-left corner of the
screen to show the liquid level of a tank:
x Back color: Blue
x Fill color: Green
x Minimum value: 0
x Maximum value: 100
x Fill: Bottom to Top
x Number of Thresholds: 2
x Threshold Type: Value
x Threshold 1: Value of 45 with a Yellow fill
x Threshold 2: Value of 60 with a Red fill
x Size: 200 × 60
x Connection:
[Assembly_Quality]Program:Pumps.Tank_Level
7. Create a Scale to the left of the bar graph with the following
properties:
x Fore color: White
x Tick direction: Left
x Major Ticks: 5
x Minor Ticks: 4
x Size: 200 × 20
8. Add Text objects next to the scale representing values ranging
from 0 to 100. Align and group the bar graph, scale, and text to
match the following image:
IOCe9701SE
9. Add a panel that mimics the Pump 1 On panel in the screenshot

at the beginning of the exercise:
x Border: RaisedInset
x Border width: 8
x Back color: Light Blue
x Size: 140 × 220
10. Add text inside the panel with the following properties:
x Text: Pump 1 On Setpoint
x Font: Arial, 20-point bold
x Fore color: Black
x Clear the Size to Fit check box
11. Add a numeric display object inside the panel to show the
setpoint of Pump 1:
x Expression:
[Assembly_Quality]Program:Pumps.Stage_1.On_SP
x Field Length: 3
x Justification: Center
x Size: 47 × 78
12. Add a ramp button inside the panel that will increase the
setpoint of Pump 1:
x Ramp up
x Upper limit: 100
x Ramp value: 1
x Instead of a caption, use the Arrow Up image
x Auto repeat rate: 5
x Size: 50 × 50
x Connection Value: Stage_1.On_SP (from the Pumps
program)
13. Add a ramp button inside the panel to decrease the setpoint of
Pump 1:
x Ramp down
x Lower limit: 0
x Ramp value: 1
x Instead of a caption, use the Arrow Down image
x Auto repeat rate: 5
x Size: 50 × 50
x Connection Value: Select the Stage_1.On_SP tag (from the
Pumps program)
14. Select and group the panel and all the objects inside the panel.
15. Duplicate the panel and place the duplicate to the right.
16. Right-click on the duplicate and select Tag Substitution.
IOCe9701SE
17. Select the On_SP for the Search for.

18. Select the Off_SP for the Replace with and replace all
occurrences.
19. Change the Text object to Pump 1 Off Setpoint.
20. Create a numeric display object below the bar graph to show the
tank level:
x Expression: Use the Tank_Level tag (From the Pumps
program)
x Field Length: 3
x Justification: Center
x Size: 57 × 105
21. Add a multistate indicator object below the Pump 1 On panel to
show the pump mode:
x Border width: 8
x Number of states: 2
x Trigger type: Value
x State 0
- Back color: Yellow
- Caption: Manual Mode
- Font: Black, Arial, 16-point bold
x State 1
- Back Color: Yellow
- Caption: Auto Mode
x Size: 80 × 190
x Connection Value:
[Assembly_Quality]Program:Pumps.Stage_1.
AutoManual
22. Add a multistate indicator object below the Pump 1 Off panel to
show the pump state:
x Border width: 8
x Number of states: 2
x Trigger type: Value
x State 0
- Back color: Red
- Caption: Pump Off
x State 1
- Back Color: Green
- Caption: Pump On
x Size: 80 × 190
x Connection Value:
[Assembly_Quality]Program:Pumps.Stage_1.Output
IOCe9701SE
23. Create a button object in the bottom right corner of the display
to close the display:
x Style: 3D
x Release action: Abort
x Up Appearance Caption: Close
x Down Appearance: Same as Up Appearance
x Size: 60 × 120
24. Create text below the bar graph to display the amount of time
Stage One has been running:
x Text: Run Time:
x On the second line, insert a two-digit numeric variable using
the tag:
[Assembly_Quality]Program:Pumps.Stage_1.Hours.
Fill any empty digits with zeroes.
x Add a colon (“ : ”) to separate hours from minutes
x Insert a two-digit numeric variable using the tag:
[Assembly_Quality]Program:Pumps.Stage_1.Minutes.
x Add a colon (“ : ”) to separate minutes from seconds
x Insert a two-digit numeric variable using the tag:
[Assembly_Quality]Program:Pumps.Stage_1.Seconds.
25. Create a button object below the runtime text to reset the run
time:
x Style: 3D
x Action: Set tag to 1 on press and to 0 on release
x Tag: [Assembly_Quality]Program:Pumps.Stage_1.Reset
x Up Appearance Caption: Reset Timer
x Down Appearance: Same as Up Appearance
x Size: 60 × 140
26. Open the Buttons - Industrial graphics library.
27. Drag the black selector switch on the bottom of the display to
your graphic display and place it under the Auto/Manual Mode
indicator.
28. Close the library.

IOCe9701SE
29. Right-click on the button and select Tag substitution.

30. Replace the button tag with the Stage_1.AutoManual tag.
31. Duplicate the selector switch and place the duplicate under the
Pump On/Off indicator.
32. Use Tag Substitution to replace the Stage_1.AutoManual tag
with the Stage_1.Manual_On_Off tag.
33. Save the Pump 1 Details display.
34. Open the Main Menu display.
35. Create a Button object above the existing button in the
bottom-right corner of the display with the following properties
(this button will be used later in this exercise):
x Release action: Display Pump 1 Details
x Up Appearance Caption: Pump Details
x Size: 70 × 165
36. Save and close the Main Menu display.
37. Save your work and test the Pump 1 Details display.
x Toggle the selector switches to change between Auto and
Manual operation of the pump. Note that the pump control
selector switch will only control the pump if the system is in
Manual Mode.
x Adjust the setpoints using the ramp buttons and verify as
the Tank_Level fluctuates that the pump turns on and off at
the appropriate setpoints.
- Choose a Pump On setpoint that is relatively high
(i.e., 85) so that the pump turns on when the tank level is
above the on setpoint.
- Choose a Pump Off setpoint that is relatively low (i.e., 25)
so that the pump turns off when the tank level falls
below the off setpoint.
IMPORTANT
The pump must be in Auto mode in order for the pump to turn on
and off at the appropriate setpoints.
x Verify that the Run Time value increases only when Pump1 is
ON and that the Reset button restarts the elapsed time. Note
that the tank level may increase or decrease even when
Pump 1 is not on. This is because there are other pumps that
feed into the tank that are not included on this screen.
x Note that the Close button will be used later.
38. When you have finished testing your display, close the display.
IOCe9701SE
Answers: Exercise B
Check your work:
6. The properties for your bar graph should look similar to the
following graphic:
7. Your scale properties should look similar to the following

graphic:
IOCe9701SE
11. Your numeric display properties should look similar to the

following graphic:
12. Your ramp up button properties should look similar to the

following graphics:
IOCe9701SE
13. Your ramp down button properties should look similar to the
following graphics:
18. Your tag substitution should look similar to the following

graphic:
IOCe9701SE
20. The properties of your numeric display should look similar to the
following graphic:
21. Your multistate indicator properties should look similar to the

following graphics:
IOCe9701SE
22. Your multistate indicator properties should look similar to the

following graphics:

graphics:
IOCe9701SE
24. Your text properties should look similar to the following graphic:
Your full expression on the second line should look similar to the
following:
/*N:2 {::[Assembly_Quality]Program:Pumps.Stage_1.Hours}
ZEROFILL DP:0*/:/*N:2 {::[Assembly_Quality]Program:Pumps.
Stage_1.Minutes} ZEROFILL DP:0*/:/*N:2 {::[Assembly_Quality]
Program:Pumps.Stage_1.Seconds} ZEROFILL DP:0*/
IOCe9701SE

graphics:

graphic:
IOCe9701SE

graphic:

graphic:
IOCe9701SE
36. Your Main Menu display should look similar to the following
graphic:
37. Your Pump 1 Details display should look similar to the following
graphic:
IOCe9701SE
Exercise C
Objectives
x Create a local message file
Situation
You have already created graphic displays to allow operators to
monitor both a bottling process and tank-fill process. You would like
to add more detail to these displays so that an operator can easily
tell which step in the process is occurring.
Practice

IOC_9701SE_C1.APA file. Be sure to restore the local directory
IMPORTANT
2. In the Explorer window, right-click the Local Messages editor

and select Add Component into Application.
3. Select the bottle.LOC file.
4. Open the My Conveyor display.
5. Create a Local Message Display along the bottom of the display
with the following properties:
x Message file: bottle
x Value Connection:
[Assembly_Quality]Program:Filling.Bottle_Message
6. Save and test the display. Press the Start button and verify that
the local message display updates.
IOCe9701SE
7. Create a local message file as seen below:
8. Close and save the local message file as Pump 1.

9. Open the Pump 1 Details display.
10. Add a local message display object between the two buttons on
the bottom. Configure the local message display as follows:
x Border: RaisedInset
x Border width: 8
x Font: Arial, 12-point Bold
x Message file: Pump 1
x Size: 60 × 310
x Value Connection:
[Assembly_Quality]Program:Pumps.Current_Segment
11. Save and test the changes. Verify the messages appear in the
local message display.
12. When you have finished testing, close the display.
IOCe9701SE
Answers: Exercise C
Check your work:
5. The properties for your local message display should appear

similar to the following graphics:
6. Your My Conveyor display should appear similar to the

following graphic:
IOCe9701SE
10. The properties for your local message display should appear
11. Your display should appear similar to the following graphic:
IOCe9701SE
Exercise D
Objectives
x Create a FactoryTalk View SE Client
Situation
You have added multiple screens to your application as well as
buttons to allow you to navigate between them. You now need to
test this navigation.
IOC_9701SE_D1.APA file. Be sure to restore the local directory
IMPORTANT
Make sure that you restore the application’s local directory as well
as the application itself. If you do not restore the local directory,
you will not be able to create a client for the application.
IMPORTANT
2. Create and configure a new FactoryTalk View SE client with the

following properties:
A. Configuration File Name: My Client
B. Type of application: Local Station
C. Application to connect to: AppliSE
D. Initial display: Main Menu
E. All other settings use defaults
3. Run the client and verify that the buttons navigate between the
different displays.
4. Review the FactoryTalk View Diagnostics List to see if any errors
were generated.
5. When testing is complete, close the FactoryTalk View SE Client
session.
6. Minimize or close the FactoryTalk View application.
IOCe9701SE
IOCe9701SE
Answers: Exercise D
Check your work:
2.
A.
B.
IOCe9701SE
C.
D.
IOCe9701SE
IOCe9701SE
5-1
Exercise 5 Animating a Graphic Display in

a FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Filler and Capper Example.WMV
InstaCorp.WMV
Coke and Pellet Conveyor.GFX
AGD_9701SE_A1.APA
AGD_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Animate graphic objects in a display
AGDe9701SE
5-2 Animating a Graphic Display in a FactoryTalk View SE Application
Situation
You have created manual controls for your operation in your
FactoryTalk View SE application. You need to make sure that the
manual controls cannot be accessed while the process is in
automatic mode. You have also created a display that depicts your
bottling-line process. You want to add detail so that the process is
visible without having to look at the physical equipment.
Practice
1. If you already created the AppliSE application, continue
working with that application; otherwise restore the
AGD_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Open the Pump 1 Details display.

3. Configure visibility animation for the selector switch on the
right. The switch should be visible only when the pump is
placed in Manual mode.
x The system checks for operation mode using the
Stage_1.AutoManual tag from the Pumps program in the
Assembly_Quality controller.
x Manual Mode = 0
x Auto Mode = 1
4. Test the graphic display and verify that the selector switch is not
visible when the Pump is in Auto mode.
5. Save and close the graphic display.
AGDe9701SE
Animating a Graphic Display in a FactoryTalk View SE Application 5-3
6. In the My Conveyor display, animate Bottle 1 (the left most

bottle) so that it appears as an empty bottle moving from the
far-left side of the conveyor, stops underneath the Filler, and
then disappears.
Note: View the Filler and Capper Example.WMV file for an
example of the completed animation.
IMPORTANT
All animations in this lab will use the Conveyor_Timer tag, which
can be found in the Assembly_Quality controller under the
Filling program. The timer lasts for 8 seconds and has a time base
of 0.001 seconds.
A. Configure visibility animation as follows:
- Make the bottle visible only when the timer is less than
3000.
B. Configure fill animation for Bottle 1 as follows:
- Specify the constant range to fill as: 2500 (Min) to 3000
(Max)
- Fill from 0% to 90%
- Fill direction: Up
- Fill Inside Only
C. Configure horizontal position animation as follows:
- Bottle will move from the constant range: 0 to 2000
- Determine the horizontal offset (pixels) by sliding the
bottle and placing it in the desired location under the
Filler (on top of Bottle 2).
7. Test the FactoryTalk View SE graphic display and verify Bottle 1
is animated correctly.
8. Animate Bottle 2 (the middle bottle) so that it appears when
Bottle 1 disappears, fills, and then moves from the filler to the
capper:
A. Copy the animation from Bottle 1 to Bottle 2.
B. Change the visibility animation so the bottle is visible
between 3000 and 5750
C. Change the horizontal position animation as follows:
- Use the constant range: 3000 to 5000
- Change the maximum horizontal pixel offset by sliding
Bottle 2 under the capper.
9. Test the FactoryTalk View SE graphics display and verify Bottle 2
AGDe9701SE
10. Animate Bottle 3 (the bottle under the capper) so that it will
appear when Bottle 2 disappears and then move from the
capper to the right edge of the conveyor.
Note: Bottle 3 is a grouped object named CappedBottle
consisting of a bottle object and a cap object.
A. Copy the Bottle 1 animation.
B. Use the Object Explorer to paste the animation to only the
bottle portion of Bottle 3 (not the cap).
C. Delete the visibility animation from the bottle.
D. Delete the horizontal position animation from the bottle.
E. Paste the animation from Bottle 1 to the entire
CappedBottle group (Bottle 3).
F. Delete the fill animation from the CappedBottle.
G. Change the visibility animation so the bottle is visible at or
above 5750.
H. Change the horizontal position animation as follows:
- Use the constant range from 6250 to 8000
- Change the At Maximum horizontal pixel offset by
sliding Bottle 3 to the right edge of the conveyor.
Note that we used Steps 10A through 10D to copy the fill
animation of just the bottle from Bottle 1 to Bottle 3. Had we
pasted the animation on the entire capped bottle, the entire
group (including the cap) would have filled to 90%.
11. Test the FactoryTalk View SE graphics display and verify Bottle 3
12. Animate the liquid stream underneath the filler so that it
appears to be filling Bottle 2.
A. Configure Visibility animation as follows:
- Make the stream visible only when the timer is between
2250 and 3000.
13. Test the FactoryTalk View SE graphics display and verify the
stream is animated correctly.
14. Duplicate the gray rectangle below the capper and place the
duplicate next to the original. These two rectangles will appear
to stretch down to apply the cap to the bottle and then retract.
A. Animate one rectangle as follows:
- Configure visibility animation to be visible when the
timer is less than or equal to 5750.
- Configure height animation to stretch from 38% to
100% and use a constant range of 5000 to 5500
anchored at the top.
AGDe9701SE
B. Animate the other rectangle as follows:

- Configure visibility animation to be visible when the
timer is greater than or equal to 5750.
- Configure height animation to stretch from 100% to
38% and use a constant range of 5750 to 6250
anchored at the top.
C. Align the two rectangles on top of each other.
Capper is operating properly.
16. Add visibility animation to the Stop button so it is only visible
while the Conv_Running tag is on.
17. Add visibility animation on the Start button so it will only be
visible when the Bottle_Preset is greater than zero.
visibility of the Start and Stop buttons is working correctly.
19. Save your display.
Answers: Exercise A
Check your work:
3. Visibility animation for the selector switch should appear similar

to the following graphic:
AGDe9701SE
6. Animation settings for Bottle 1 should appear similar to the

following graphics:
A. Bottle 1 Visibility animation:
B. Bottle 1 Fill animation:
C. Bottle 1 Horizontal Position animation (maximum pixel offset

values may vary):
AGDe9701SE

following graphics:
B. Visibility expressions for Bottle 2 may vary:
C. Bottle 2 Horizontal Position animation (maximum pixel offset

values may vary):
AGDe9701SE

following graphics:
B. Using the Object Explorer, the bottle and cap can be
individually selected:
G. Capped Bottle Visibility animation:
AGDe9701SE
H. Capped Bottle Horizontal Position animation (maximum pixel

offset values may vary):
12. Liquid stream animation:

A. Visibility animation expression should appear similar to the
following graphic:
AGDe9701SE
14. Animation for the Capper rectangles:

A. Visibility and Height animation for the first rectangle:
AGDe9701SE
B. Visibility and Height animation for the second rectangle:
16. Visibility animation for the Stop button should appear similar to
AGDe9701SE
17. Visibility animation for the Start button should appear similar to
Exercise B
Objectives
x Animate graphic objects
Situation
InstaCorp has asked you to provide them with an overview screen
for their iron-loading process:
x The screen will depict iron ore pellets and coke loading onto a
conveyor from their Stockhouse.
x The raw materials will load into a Scale car at the end of the
conveyor.
x The Scale car will move along a rail to a Skip car, where it will
dump its contents.
x The Skip car will lift the material into a blast furnace.
An example of this process can be found in the InstaCorp.WMV file.
Your example does not need to match exactly.
The program in the controller uses a series of timers and steps to
control the process.
IMPORTANT
All animations in this lab will use the tags found in the
Assembly_Quality controller under the Iron program. The timer
lasts for 8 seconds and has a time base of 0.001 seconds.
AGDe9701SE
Here is a breakdown on the steps when the operator presses the

Start button:
x Step #1 (5 seconds: use tag Step1_ACC)
- Raw materials will move down the conveyor.
- Material will appear in the Scale car.
- The Scale car will move along the rail to the dump position.
- The Scale car will rotate up to dump its contents.
- The contents should start to appear in the Skip car.
- The Scale car will rotate down to the rail and its contents
should disappear.
- The contents should completely appear in the Skip car.
x Step #5 (1 second: use tag Step5_ACC)
- The Scale car and the Skip car will pause.
- The Scale car should return to its original position.
- The Skip car should move up the Skip conveyor to the Blast
Furnace.
- The Skip car should return to its original position.
Practice
AGD_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Add the existing Coke and Pellet Conveyor.GFX display to the

application.
3. Use the supplied context information to create the animation
for InstaCorp.
process is animating correctly.
AGDe9701SE
Answers: Exercise B
Check your work:
5. View the InstaCorp.WMV file for one possible graphic display

layout. See the graphics below for the animation configuration:
Conveyor Fill Material (Group7)
Cart 1 Fill Material (Group8)
AGDe9701SE
Cart 1 (Group9)
AGDe9701SE
Cart 2 Fill Material (Group186)
AGDe9701SE
Cart 2 (Group187)
AGDe9701SE
Skip Car Fill Material (Group267)
Full Skip Car (Group11)
AGDe9701SE
Empty Skip Car (Group390)
AGDe9701SE
AGDe9701SE
6-1
Exercise 6 Creating and Managing HMI

Tags in a FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Microsoft Excel
Compressor.RSS
CTD_9701SE_A1.APA
CTD_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Create HMI tags
CTDe9701SE
6-2 Creating and Managing HMI Tags in a FactoryTalk View SE Application
Situation
Your application needs to display information from multiple areas of
your process (i.e., filling, scaling, roaster, etc.) You want to organize
this data to make it more easily accessible while developing your
application.
Practice
with that application; otherwise, restore the
CTD_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Open the HMI Tags editor.

3. Create the following new HMI tag folders:
x Filling
x Mem
x Roaster1
x Scaling
x Tanks
CTDe9701SE
Creating and Managing HMI Tags in a FactoryTalk View SE Application 6-3
4. Create the following HMI tags as described (any field not

indicated remains at default setting):
Folder Name Tag Max Scale Source Address/Other
Type
Mem Analog Analog 100 1 Memory Initial Value = 0, Retentive
Mem Digital Digital N/A N/A Memory Initial Value = Off, Retentive
Mem String String N/A N/A Memory Length = 82, Initial Value blank,
Retentive
Scaling Scaled_Timer Analog 10000 0.001 Device [Assembly_Quality]ten_sec_timer.ACC
Filling Bottle_Count Analog 10 1 Device ::[Assembly_Quality]Program:Filling.
Bottle_Count
Filling Bottle_Preset Analog 10 1 Device ::[Assembly_Quality]Program:Filling.
Bottle_Preset
Tanks Tank_1_Level Analog 1000 1 Device ::[Assembly_Quality]Program:Tanks.
Tank_1_Level
Tank_2_Level
Tank_3_Level
Roaster1 Liquid_Level Analog 1000 1 Device ::[Assembly_Quality]Program:
Roaster_01.Liquid_Level
Roaster1 Temperature Analog 500 1 Device ::[Assembly_Quality]Program:
Roaster_01.Temperature
5. Use the Duplicate Tag Folder icon to Duplicate Roaster1:

Name the new folder Roaster2.
Update the tags’ Address field to point to Roaster_02.
6. Create a new folder named Compressors.
7. Import addresses from a SLC™ 500 system by selecting the DB
Browser icon from the toolbar.
x RSLinx Shortcut: SLC_504.
x PLC Database: Browse to the SLC 500 project to import tags
from Compressor.RSS
x Filter: N7
x Select all of the tags and click OK to import.
8. Verify the new folder has been created and 10 tags have been
created in this folder.
9. Observe the imported tags and notice the shortcut name and
SLC 500 address format.
10. Close the Tags editor.
11. Minimize your FactoryTalk View SE application.
CTDe9701SE
12. Open the FactoryTalk Live Data Test Client and browse to the
AppliSE application using the Local FactoryTalk directory.
x Use the default Group settings.
13. Verify the AppliSE application has these new HMI tag folders.
14. Add the Roaster1\Liquid_Level and Roaster1\Temperature
tags and verify the Quality is Good. If not, troubleshoot the tag
configuration.
15. Close the FactoryTalk Live Data Test Client.
Answers: Exercise A
Check your work:
3. Your list of folders should look like this:
CTDe9701SE
4. The added tags should appear under each folder:
CTDe9701SE
5.
A. The duplicated folder should be created as follows:
B. The tags in the duplicated folder should appear as follows:
7. Your import settings should appear as follows:
CTDe9701SE
8. Following the import, the Compressors folder and 10 tags

should have been created:
13. The Folders created in Step 3 should appear in this list:
14. A successful tag configuration should return Good quality:
CTDe9701SE
Exercise B
Objectives
x Manage HMI tags
Situation
You have already created HMI tags for your application. However,
the SLC programmer has changed the address of some of the tags
you are referencing. In order to update multiple tags easily, you now
need to export the tags, update them, and import them back into
your application.
Practice

CTD_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Export the HMI tags from the application you are working with:
x Do not export the alarms.
x Name the file Tags.CSV.
3. Open the Tags.CSV file using Excel software.
4. Scroll to Column W. What tag information is stored in this
column?
5. Add the following tag descriptions in the appropriate column.
Tag Description
Roaster1\Liquid_Level Fluid Level in Roaster #1
Roaster1\Temperature Current Temp in Roaster #1
Roaster2\Liquid_Level Fluid Level in Roaster #2
Roaster2\Temperature Current Temp in Roaster #2
6. Use the Find and Replace function to change all tags referencing
N7 to N9.
7. Verify all Compressors tag addresses have been updated.
CTDe9701SE
8. Insert a new row in the Folders Section and create a new HMI
tag folder named Math.
9. In the Tag Section, perform the following actions:
Select the row containing the tag Mem\Analog and copy
and paste it to a new row.
Rename the tag Math\Analog and change the Max Analog
value to 1000.
10. Save your .CSV file and close Excel software. Be sure to save the
file in the .CSV format.
11. Use the Tag Import and Export Wizard to import tags from the
updated .CSV file into your AppliSE project (or the file you
restored at the beginning of this exercise.)
x Use the Update existing tags setting so changes to existing
tags will be applied.
12. In the Database Import window, verify no errors are present. If
errors exist, read the message to locate and solve the problem(s)
and then perform the import again.
13. Open your FactoryTalk View application and examine the HMI
tags to make certain all changes performed in Excel appear
correctly in the HMI Tag editor.
14. Because you will not be using the SLC 500 system moving
forward, delete the Compressors folder.
15. Minimize your FactoryTalk View SE application.
CTDe9701SE
Answers: Exercise B
Check your work:
2. Choose the application you want to export tags from:
- Define where the exported tags will be stored:
4. Column W in the .CSV file contains the tag address information.

6. Ten replacements should have been made in your file:
CTDe9701SE
8. Insert a new row and define a folder named Math. The row must
be below the folders row and above the tag row:
11. Choose the application you want to import tags into:

- Importing into the AppliSE project:
CTDe9701SE
- Choose to update the existing tags:
12. Look on the left for errors. Information messages indicate

success:
13. An example of one of the existing tags updated via the import:
CTDe9701SE
7-1
Exercise 7 Creating, Modifying, and

Viewing a Data Log Model in a
FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Microsoft Access
DLM_9701SE_A1.APA
DLM_9701SE_B1.APA
Resource: Job Aid

DLMe9701SE
7-2 Creating, Modifying, and Viewing a Data Log Model in a FactoryTalk View SE Application
Exercise A
Objectives
x Configure a data log model
Situation
Your application monitors and displays the liquid level of three
tanks in your system. You would like to collect and store these
values for later viewing and troubleshooting purposes. You will do
this by creating a data log model.
Practice
DLM_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new data log model with the following properties:

A. Setup:
- Description: Trending Data Log
- Log File Identifier String: Historical Trending
- Storage Format: File Set
B. Paths:
- Logging Path: Relative to Project Location
- Secondary Path: Make sure this selection is cleared
C. File Management:
- Start New Files: Periodic (Daily)
- Delete Oldest Files: After 30 Days
D. Log Triggers:
- Periodic
- Interval: 1 second
E. Tags in Model:
- [Assembly_Quality]Program:Mixing.Mixer_rpm_actual
- [Assembly_Quality]Program:Tanks.Tank_1_Level
- system\DateAndTimeString
- system\Second
DLMe9701SE
Creating, Modifying, and Viewing a Data Log Model in a FactoryTalk View SE Application 7-3
3. Save the data log model as Trending Data.

4. Start data logging for the Trending Data model by issuing the
necessary command from the Command Line. You can use the
Command Wizard to automatically build the command.
5. After 20 to 30 seconds, stop data logging for the Trending data
model.
6. Minimize FactoryTalk View Studio and return to the Windows
desktop.
7. Using Windows Explorer, navigate to the DLGLOG folder in your
HMI project folder:
C:\Users\Public\Documents\RSView Enterprise\SE\HMI
Projects\AppliSE\DLGLOG
8. Open the Trending Data folder and verify three .DAT files (Float,
String, and Tagname) are present. These are the data log files.
9. Return to FactoryTalk View Studio and open the Trending Data
data log model.
10. Update the Log File Identifier String to have a more descriptive
name such as Tank Lvl Hist Data. Remove the
Mixer_rpm_actual tag from the Tags in Model.
11. Save the data log model.
12. Start data logging for the Trending Data model. After 20 to
30 seconds, stop data logging for the Trending data model.
desktop.
14. Return to Windows Explorer. Open the Trending Data folder and
verify three new .DAT files (Float, String, and Tagname) are
present and have the updated Tank Lvl Hist Data name.
15. Close Windows Explorer.
DLMe9701SE
Answers: Exercise A
Check your work:
2. The data log model tabs should appear as follows:

A. The Setup tab should appear similar to the following graphic:
B. The Paths tab should appear similar to the following graphic:
C. The File Management tab should appear similar to the

following graphic:
DLMe9701SE
D. The Log Triggers tab should appear similar to the following

graphic:
E. The Tags in Model tab should appear similar to the following

graphic:
4. If you have built the command to start data logging as directed,

it should appear similar to the following graphic:
5. The command to stop data logging should appear similar to the

following graphic:
DLMe9701SE
8. The project’s DLGLOG folder should appear similar to the

following graphic. Since the date is part of the file name, your
files will have slightly different names:
10. Your data log model should appear similar to the following
graphics:
14. You should have three new .DAT files in the Trending Data
folder, similar to the following graphic:
DLMe9701SE
Exercise B
Objectives
x Configure a data log model
x View a data log model
Situation
You would like to monitor and store the liquid level and
temperature of two tanks in your system in Microsoft SQL Server. To
do this, you will store your data log in an ODBC database. When
logging data to an ODBC-formatted data log, the data will be
available for use in trends, and use third party ODBC-compliant tools
to analyze and create reports from the data.
Practice
IMPORTANT
Before you can set up an ODBC data log model, a data source
must first be created.
IMPORTANT
If you are creating an ODBC data source on a 64-bit Windows 7
operating system, you must launch the ODBC Administrator tool
(odbcad32.exe) located here: C:\Windows\SysWOW64. Otherwise,
you will not be able to view all available ODBC drivers to
successfully create a system Data Source Name (DSN).
1. If you are working with a 64-bit operating system, open the
ODBC Data Source Administrator by performing the following
actions:
A. Using Windows Explorer, navigate to the
C:\Windows\SysWOW64 folder.
B. Run the odbcad32.EXE file.
2. If you are working with a 32-bit operating system, open the
ODBC Data Source Administrator by performing the following
actions:
A. From the Start Menu, select Control Panel.
B. Double-click Administrative Tools and then double-click
Data Sources (ODBC).
3. Create a data source on this terminal that any user can use by
selecting the System DSN tab.
DLMe9701SE
4. Add the Microsoft Access Driver (*.MDB) with the following

configuration:
A. Use the name Plant Data as the Data Source Name.
B. Build a new Microsoft Access ODBC database by selecting
Create:
- Database Name: InstaCorp Database.
- Directories: Choose a location that is easily accessible
- Leave all other settings default and create the database
file.
5. Finish adding a System Data Source and close the ODBC Data
Source Administrator dialog box.
DLM_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
7. Create a new data log model with the following properties:

A. Setup:
- Description: Furnace Data
- Storage Format: ODBC database
- ODBC Data Source: Plant Data
- Table Names: Create Tables using default names
B. Paths: Leave default settings
C. File Management: Purge Oldest Records after 12 months
D. Log Triggers:
- Periodic
- Interval: 1 second
E. Tags to log:
- [Assembly_Quality]Program:Furnace1.Tank_Level
- [Assembly_Quality]Program:Furnace1.Temperature
- [Assembly_Quality]Program:Furnace2.Tank_Level
- [Assembly_Quality]Program:Furnace2.Temperature
8. Save the data log model as Furnace.
9. Start data logging for the Furnace data log model.
10. After 20 to 30 seconds, stop data logging for the Furnace data
model.
desktop.
12. Use Windows Explorer to navigate to and open the InstaCorp
Database you created in Step 4.
DLMe9701SE
13. Open the TagTable to verify tag names have been logged (note
the TagIndex).
14. Open the FloatTable and verify furnace data has been logged.
15. Close Microsoft Access.
Answers: Exercise B
Check your work:
3. The ODBC Data Source Administrator should appear similar to

DLMe9701SE
4. Select the Microsoft Access driver as shown in the following

graphic:
A. Create a data source named Plant Data as shown in the

following graphic:
B. Create a new Microsoft Access database file as shown in the

following graphic:
DLMe9701SE
5. Your new system data source should appear similar to the

following graphic:
7. The data log model tabs should appear as follows:

A. The Setup tab should appear similar to the following
graphics:
DLMe9701SE
C. Configuring for 12 months’ of data should appear as follows:
D. The Log Triggers tab should appear similar to the following

graphic:
E. Select the tags to be logged as shown in the following

graphic:
DLMe9701SE
13. The TagTable should appear similar to the following graphic:
14. The FloatTable should appear similar to the following graphic,

although your data values will likely be different:
DLMe9701SE
DLMe9701SE
8-1
Exercise 8 Creating Trends and Trend

Overlays in a FactoryTalk View
SE Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
TND_9701SE_A1.APA
TND_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Create a trend
Situation
You would like to monitor and view the liquid level and temperature
of two roasters in your system. A real-time trend allows you to view
a graphical representation of your data over time.
TNDe9701SE
8-2 Creating Trends and Trend Overlays in a FactoryTalk View SE Application
Practice
TND_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new graphic display.

x Release action: Display “Main Menu”
4. Save the display with the name Trend.
5. Create a trend object that will use the full width of the display.
A. Add the following tags to pens in the trend:
- [Assembly_Quality]Program:Roaster_01.Liquid_Level
- [Assembly_Quality]Program:Roaster_01.Temperature
- [Assembly_Quality]Program:Roaster_02.Liquid_Level
- [Assembly_Quality]Program:Roaster_02.Temperature
B. Configure the Liquid_Level tags for a range of 0 to 1000 and
Gallons for the engineering units.
C. Configure the Temperature tags for a range of 0 to 500 and
Deg F for the engineering units.
D. Change the time span for the display to 1 minute.
E. Change the minimum/maximum tag value option to Preset.
F. At runtime, allow users to view all trend configuration tabs
except the General and Template tabs.
trend is plotting the data values.
7. Use the navigation buttons to pause the trend and scroll to see
older data.
8. With the display running, open the trend chart properties and
verify the General and Template tabs are not visible for the
operators.
9. Update the trend while it is running:
x Change the chart’s background color to a lighter color.
x Configure the trend for isolated graphing.
10. Observe the effect on the trend.
11. Turn off the visibility for the Roaster_02 tags.
TNDe9701SE
Creating Trends and Trend Overlays in a FactoryTalk View SE Application 8-3
12. Modify other settings as needed.

13. When you are done testing these changes, save the graphic
display.
14. Minimize or close FactoryTalk View Studio.
TNDe9701SE
Answers: Exercise A
Check your work:
4. The trend properties should appear as follows:

A. The following pens should have been added to the trend:
B. The Min, Max, and Engineering Units for the Liquid_Level

tags should appear as displayed below:
TNDe9701SE
C. The Min, Max, and Engineering Units for the Temperature tags
should appear as displayed below:
D. Setting the X-Axis time span to 1 minute:
TNDe9701SE
E. On the Y-Axis, setting the trend display minimum/maximum

values should appear as displayed below:
F. From the Runtime tab, configuring which tabs operators will

have access to should appear as displayed below:
8. The cleared tabs should not be visible at runtime:
TNDe9701SE
9. The trend properties should have the following configuration

changes:
10. Your trend should appear similar to the following graphic:
11. Use the Pens tab to set tag visibility:
TNDe9701SE
Exercise B
Objectives
x Create a trend
x Create trend overlays
Situation
You want to compare normal operating values for the temperature
of a furnace with the furnace’s current value. By creating a trend that
uses an overlay of a previously created snapshot, you can compare
sampled data to current data.
Practice
TND_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Enable data logging for the Furnace data log model using the
Command Line.
3. Create a new graphic display.
x Release action: Display “Main Menu”
5. Save the display with the name Furnace Trend.
6. Create a trend object that will use the full width of the display.
A. Select Data Log Model as the pen source.
B. Add all four tags from the Furnace data log model to the
trend chart.
C. Configure all tags with a minimum/maximum value of
0 to 2500.
D. Change the time span to 5 minutes.
E. Change the Minimum/maximum value options to Preset.
7. Test the Furnace Trend graphics display and verify the trend is
plotting the data values.
8. With the display running, create a snapshot named Normal
System.
TNDe9701SE
9. Add the Normal System snapshot as an overlay.

10. Turn on visibility for only the Furnace1.Temperature tag from
the Furnace model and the matching tag from the Normal
System snapshot.
11. View these tags on the trend chart.
12. When you are done testing these changes, save the graphic
display.
13. Use the Command Line to turn off data logging for the Furnace
data log model.
TNDe9701SE
Answers: Exercise B
Check your work:
6. The trend object should be configured similar to the following
graphics:
A. Select the data log model as the pen source:
B. Add the tags from the Furnace data log model:
TNDe9701SE
C. Configure all tags to have a minimum of 0 and a maximum of

2500:
D. Selecting the time span from the X-Axis tab should appear as
displayed below:
TNDe9701SE
E. From the Y-Axis tab, specify how the trend object will use the
mininum/maximum values:
8. Right-click the trend to see the Create Snapshot option:
9. The Overlay tab allows you to add and remove snapshots:
TNDe9701SE
11. Configure the Pens tab to only display specific tags and the tags
from an overlay:
TNDe9701SE
TNDe9701SE
9-1
Exercise 9 Using Tag Placeholders in a

FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Tankdata.GFX
Pump Controls.GFX
PLH_9701SE_A1.APA
Resource: Job Aid

Exercise A
Objectives
x Use tag placeholders in a graphic display
PLHe9701SE
9-2 Using Tag Placeholders in a FactoryTalk View SE Application
Situation
Your process contains three similar tanks. You want to monitor the
level of each tank without taking up three separate displays. You can
use tag placeholders to substitute tag names at runtime.
You will work with one tank display and program three pushbuttons
to perform the tag substitution so you can view data from three
different tanks.
Practice
PLH_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Add the existing Tankdata.GFX graphic display to your

application.
3. Open the Tankdata graphic display.
4. Substitute the Tank_1 portion of the tag name with the
placeholder #1 for the following objects:
x The blue four-digit numeric display to the right of the “Tank
Level” text
x For the red, one-digit numeric display to the right of the
Tank text
5. Substitute the Pump_1 portion of the tag name with the
placeholder #2 for the text below the trend.
Hint: In order to have the text display the placeholder value
instead of the literal text “#2”, you must insert it as a static
variable. Recall that this will be a string value.
6. Create a separate parameter file for each of the three pumps
that replaces #1 with the specific tank name and #2 with the
specific pump name.
7. Configure the Tank 1, Tank 2, and Tank 3 buttons to open the
Tankdata display using the appropriate parameter file.
Hint: Recall that you cannot test navigation buttons in the
development environment. You must create a client.
8. Save and close the Tankdata graphic display.
9. Add the existing Pump Controls.GFX graphic display to your
application.
10. Open the Pump Controls display.
PLHe9701SE
Using Tag Placeholders in a FactoryTalk View SE Application 9-3
11. Use tag substitution to replace all occurrences of Pump_1 with

#1.
12. Configure the View Pump 1 button’s release action to display
the Pump Controls graphic display and resolve any occurrences
of the #1 placeholder with the Pump_1 tag.
13. Repeat Step 12 for the remaining Pump buttons selecting the
appropriate text (Pump_2, Pump_3) for each button.
14. Save and close the Pump Controls graphic display.
15. Open the Main Menu graphic display.
16. Add a button that calls the Pump Controls display and uses the
display parameter tag Pump_3 and a second button that calls
the Tankdata display and uses the parameter file for Tank 1.
18. If you already have an AppliSE client, ensure that it uses
Main Menu as the initial display and launch the client.
Otherwise, create and configure a new FactoryTalk View SE
Client to launch using Main Menu as the initial display.
19. Test and verify that the tank buttons switch between the
different tanks on the Tankdata display and that the View Pump
buttons switch the Pump Controls display between the
different pumps.
20. Review the Diagnostics List to see if any errors were generated.
21. When testing is completed, close the FactoryTalk View SE Client
session.
PLHe9701SE
Answers: Exercise A
Check your work:
4. Replacing the tag name with a placeholder should appear

5. Replacing the tag name with a placeholder should appear

6. Creating three parameter files should all appear similar to the

graphic below (replacing the numbers to correspond to the
appropriate tanks):
PLHe9701SE
7. The configuration for Tanks 1, 2, and 3 should appear similar to

PLHe9701SE
11. Your tag substitution dialog box should appear similar to the
following graphic:
13. The View Pump button’s action for pumps one through five
should appear similar to the following graphic:
PLHe9701SE
16. Add the Pump Controls and Tank Data buttons to the Main
Menu graphic display:
PLHe9701SE
PLHe9701SE
10-1
Exercise 10 Configuring Global Objects

and Global Object Parameters
in a FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
EtherNet/IP network
CGO_9701SE_A1.APA
CGO_9701SE_B1.APA
Resource: Job Aid

CGOe9701SE
10-2 Configuring Global Objects and Global Object Parameters in a FactoryTalk View SE Application
Exercise A
Objectives
x Configure global objects
Situation
You have been developing your application and realize that many of
your displays need the ability to navigate to the main menu. Instead
of creating a new button on each display, you decide to create a
global object that can be reused on each display.
Practice
CGO_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new global objects graphic display to the FactoryTalk
View SE application and then perform the following actions:
A. Create a new button on the display
B. Configure the button to have the following characteristics:
- Action: Run command
- Release action: Display “Main Menu”
- Up Appearance Caption: Main Menu
- Font: Arial, size 14
- Size: 65 × 125
C. Save the global objects display as Button
3. Replace the existing Home or Main Menu button on the
following displays with the new global object button:
x Furnace Trend
x My Conveyor
x Pump Controls
x Tankdata
x Trend
4. Modify the base object properties for the button global object
so that it has a yellow background.
CGOe9701SE
Configuring Global Objects and Global Object Parameters in a FactoryTalk View SE Application 10-3
5. Save the changes you made to the global objects display and
verify that the reference objects on each of the displays listed in
Step 3 reflect the color change.
Hint: If your graphic displays are already open, you may need to
close and reopen them.
CGOe9701SE
Answers: Exercise A
Check your work:
2. The properties for your global object button should appear
3. Each display should contain the same button, similar to the

following graphic:
CGOe9701SE
4. The modified button properties should appear similar to the

following graphic:
5. The Main Menu button on each of your displays should have

updated to appear similar to the following graphic:
CGOe9701SE
Exercise B
Objectives
x Configure global objects
x Configure global object parameters
Situation
InstaCorp needs a single display to monitor information about their
two on-site furnaces. These furnaces are being controlled by a
Logix5000™ controller using an RMPS Ramp Soak instruction.
FactoryTalk View SE has a predesigned faceplate that can control
this instruction
Your display needs to interact with these instructions, and must

meet the following specifications:
x Details for only one furnace can be displayed at a time.
x InstaCorp is near its licensed display limit, so you can use only
one graphic display for both furnaces:
- You should use global parameters and/or display
parameters.
x Operators must be able to change the details from Furnace 1 to
Furnace 2.
Furnace 1 uses the following tags:
x Instruction Tag name:
[Assembly_Quality]Program:Furnace1.RMPS_01
x Ramp Value Array:
[Assembly_Quality]Program:Furnace1.Ramp_Value
x Soak Value Array:
[Assembly_Quality]Program:Furnace1.Soak_Value
x Soak Time Array:
[Assembly_Quality]Program:Furnace1.Soak_Time
Furnace 2 uses the following tags:
x Instruction Tag name:
[Assembly_Quality]Program:Furnace2.RMPS_01
x Ramp Value Array:
[Assembly_Quality]Program:Furnace2.Ramp_Value
x Soak Value Array:
[Assembly_Quality]Program:Furnace2.Soak_Value
x Soak Time Array:
[Assembly_Quality]Program:Furnace2.Soak_Time
CGOe9701SE
Practice
CGO_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new replace graphic display named Furnace Status

and add any FactoryTalk View SE components needed to meet
the scenario requirements. Size the display to fit the necessary
objects.
Hint: FactoryTalk View SE contains an RMPS instruction
faceplate that you can add to the HMI server. Utilizing this
object can greatly reduce your development time.
IMPORTANT
Be sure that any display parameter placeholder values do not
duplicate values assigned to any of your global parameter
placeholders. This can create a loop that will cause a FactoryTalk
View SE Client session to freeze.
3. Ensure that operators can navigate from the new display back to
the main menu.
4. Configure the new display to be accessible from the main menu.
5. Test your modifications and verify that:
x Furnace data is updating as the values change
x You can view data for both Furnace 1 and Furnace 2
6. Minimize or close the FactoryTalk View SE application.
CGOe9701SE
Answers: Exercise B
Check your work:
2. Your new graphic display should meet the following
requirements:
x You should have added the Ramp Soak (RMPS) process
faceplate to your application. This creates both global object
and standard graphic displays:
CGOe9701SE
x Adding the RMPS global object to the new graphic display

x On the reference object added to the graphic display, you

should have assigned placeholders for both global
parameters and display parameters:
Global
Parameter
Placeholders
Display Parameter Placeholder
Since #1 through #4 are used as global parameter

placeholders, they cannot be used as a display parameter
placeholder. Therefore, #5 was used as the display
parameter placeholder.
CGOe9701SE
x Your Furnace 1 and Furnace 2 parameter files should appear

similar to the following graphic (Furnace 1 is shown):
Placeholder value should be changed to 2 for the

Furnace 2 parameter file.
3. Your completed display should appear similar to the following

graphic:
CGOe9701SE
4. If you have updated your Main Menu display as directed, it

CGOe9701SE
CGOe9701SE
11-1
Exercise 11 Adding VBA Display Code in a

FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Command Line.GFX
VBA_9701SE_A1.APA
VBA_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Add VBA code to a FactoryTalk View SE application
VBAe9701SE
11-2 Adding VBA Display Code in a FactoryTalk View SE Application
Situation
You would like to write VBA code to add message boxes and allow
the user to control the color of an ellipse.
Practice
VBA_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new display named VBA.

3. Create a new button object with the caption, “Make the Circle
Blue”. The actions taken by pressing this button will be based on
the VBA code.
4. Create a second button object with the caption, “Return the
Circle to Black”. The actions taken by pressing this button will
be based on the VBA code.
5. Draw a black ellipse. The ellipse will change colors based on the
VBA code.
Hint: If the ExposeVBA parameter is not correctly set, you will
not be able to access this object from the VBA editor.
7. With the VBA display open, open the VBA editor. Clear out any
code that has already been added to ThisDisplay.
8. Write the VBA code to meet the following specifications:
A. When the first button is released, a message box will ask the
user if they really want to turn the circle blue.
- If the user answers yes, the circle will turn blue.
Hint: The name for blue in VBA is vbBlue
- If the user answers no, the circle will remain as is.
Hint: The name for black in VBA is vbBlack
B. When the second button is released, a message box will ask
the user if they really want to return the circle to black.
- If the user answers yes, the circle will turn black.
- If the user answers no, the circle will remain as is.
9. Save your code and return to FactoryTalk View Studio.
10. Test your display. If it is not functioning correctly, go back and
check your VBA code.
VBAe9701SE
Adding VBA Display Code in a FactoryTalk View SE Application 11-3
11. Once you have finished testing your display, return to the VBA
editor. Make sure that the VBA display is still open in FactoryTalk
View Studio.
12. Create an additional procedure that will execute whenever the
VBA screen gets focus. This procedure should make the tooltip
text say, “I am a circle!”, whenever the mouse is on the ellipse.
14. Create a new client to test your application. Set VBA as your
initial display.
15. Verify that when your mouse is over the ellipse, the tooltip text is
displayed.
16. When you have finished testing, close the client.
VBAe9701SE
Answers: Exercise A
Check your work:
6. Your display should appear similar to the following graphic:
8.
A. Your VBA code for the first button should appear similar to
Don’t forget to set the ExposeVBA parameter to VBA Control

for the button and TypeInfoExtension for the ellipse.
B. Your VBA code for the second button should appear similar
VBAe9701SE
12. Your VBA code for the tooltip text should appear similar to the
following graphic:
15. Your tooltip text should appear similar to the following graphic:
VBAe9701SE
Exercise B
Objectives
x Add VBA code to a FactoryTalk View SE application
Situation
You would like to write VBA code to send commands to the
Command Line within FactoryTalk View SE without having to
manually open the Command Line.
Practice
VBA_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Add the Command Line.GFX graphic display to your
application.
3. Open the Command Line display.
We will be configuring the String Input so that when a user types
a command into the string input field, VBA code will execute it in
the command line behind the scenes.
4. Right-click on the String Input and select VBA Code…
5. The VBA editor will launch and automatically insert a “Change”
event for the String Input object.
6. You want to execute a command whenever the Enter key is
pressed, not every time the input changes. Remove the
“Change” event and add the “KeyDown” event.
7. Within the KeyDown subprocedure, add code that will execute
the command (value) typed into the String Input if the Enter
button is pressed.
Hint: You will need to use the KeyCode property. This property is
an integer that represents a physical key press. The KeyCode
value for the Enter key is 13.
Hint: The ExecuteCommand function will execute whatever text
comes after it as though it had been typed into the Command
Line in FactoryTalk View Studio.
VBAe9701SE
9. Open the My Conveyor display and add a button that allows

you to navigate to the Command Line display.
10. Create or update an existing FactoryTalk View Client and
navigate to the My Conveyor display.
11. Click the Command Line button and enter the command “Help
VBA”. This will search for the topic VBA in the help files.
12. Verify that VBA help files appear. If the help files do not appear,
go back and check your VBA code.
13. When you have finished testing, close the client.
VBAe9701SE
Answers: Exercise B
Check your work:
6. The KeyDown event should appear similar to the following

graphic:
Note: Remember to delete the initially created Change

subprocedure.
7. Your subprocedure should appear similar to the following
graphic:
9. Your updated display should appear similar to the following

graphic:
VBAe9701SE
11. Your command Line display should appear similar to the

following graphic:
VBAe9701SE
VBAe9701SE
12-1
Exercise 12 Creating a Derived Tags File

and an Event File in a
FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
EVT_9701SE_A1.APA
EVT_9701SE_B1.APA
Resource: Job Aid

Exercise A
Objectives
x Create a derived tags file
EVTe9701SE
12-2 Creating a Derived Tags File and an Event File in a FactoryTalk View SE Application
Situation
In your bottling process, the controller contains the values for the
total number of bottles to fill in an order, as well as a running total of
how many have already been filled. You would like to display the
value of how many bottles you have left to fill. You can calculate this
value using a derived tags file. Creating a derived tags file allows
FactoryTalk View SE to perform math and logic functions using
selected tags.
Practice
EVT_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new HMI analog memory tag named

Mem\BottlesToFill with a minimum of 0 and a maximum of
100.
3. Create a new derived tags file.
4. Configure the derived tags file so that
Bottles to Fill = Bottle_Preset - Bottle_Count (tags located in
the Filling program).
5. Accept the derived tag and create another.
6. From the Derived Tags editor, use the Tag Browser to create a
new HMI analog memory tag named Mem\TimeRemaining
with a minimum of -10,000 and a maximum of 10,000.
IMPORTANT
You will not need to access the HMI Tags editor to create this new
tag.
7. Configure the derived tags file so that
TimeRemaining = 8000 – Conveyor_Timer (tag located in the
Filling program).
8. Configure the maximum update rate for the derived tags to be
0.5 seconds.
9. Close the Derived Tags editor and save the file as Conveyor.
11. Add a text object titled Time Remaining: and place it in the
bottom-left corner of the display. You may need to move/resize
objects on your display in order for this text to fit.
EVTe9701SE
Creating a Derived Tags File and an Event File in a FactoryTalk View SE Application 12-3
12. Add a numeric display below the Time Remaining text that will
display the value of the Mem\TimeRemaining tag.
13. Create a new text object titled Bottles Remaining: and place it
across the top of the display.
14. Add a numeric display next to the Bottles Remaining text that
will display the value of the Mem\BottlesToFill tag.
15. Save the My Conveyor display.
16. Launch an existing FactoryTalk View SE Client or create a new
client configured to run the AppliSE application.
17. Navigate to the My Conveyor display and verify no errors have
occurred by examining the messages in the Diagnostic List. If
errors have occurred, use the messages to locate the trouble.
18. In FactoryTalk View Studio, open the Command Line and issue
the command necessary to turn on the Conveyor derived tags
file.
19. Test the Time Remaining and Bottles Remaining functions.
20. Return to FactoryTalk View Studio without closing the
FactoryTalk View SE Client.
21. Open the Command Line and issue the command necessary to
turn off the Conveyor derived tags file.
22. Since manually issuing a command each time you want to turn
on the derived tag file is cumbersome, configure the display to
start the derived tags file whenever it opens and stop the
derived tags file whenever it closes. Open the Display Settings
for the My Conveyor graphic display and select the Behavior
tab.
23. Enter the Startup command that will turn on the Conveyor
derived tags file.
24. Enter the Shutdown command that will turn off the Conveyor
derived tags file.
25. Return to the FactoryTalk View SE Client. Navigate away from
and then back to the My Conveyor display. This will update the
display to reflect the changes you have just made.
26. Verify these commands are executed when the display is
opened and then closed.
27. Close the FactoryTalk View SE Client.
28. Minimize or close FactoryTalk View Studio software.
EVTe9701SE
Answers: Exercise A
Check your work:
2. Create the Mem\BottlesToFill tag:
4. Configuring the BottlesToFill derived tag should appear as

displayed below:
EVTe9701SE
6. Create a new HMI tag from the Tag Browser:
7. Configuring the TimeRemaining derived tag should appear as

displayed below:
8. The Derived Tag Setup should appear as displayed below:
EVTe9701SE
12. Creating the text and numeric display objects for

TimeRemaining should appear as displayed below:
14. Creating the text and numeric display objects for BottlesToFill
should appear as displayed below:
18. Using the Command Line to turn on derived tags should appear
as displayed below:
20. Using the Command Line to turn off derived tags should appear
as displayed below:
EVTe9701SE
24. Use the Behavior tab to start and stop derived tags:
Exercise B
Objectives
x Create an event file
Situation
You have already created derived tags files for calculating the
number of bottles left to fill and the time remaining to fill and cap
the in-process bottle. You do not need to calculate these values
unless the process is running. Monitoring for events allows
FactoryTalk View SE to evaluate conditions and take action, such as
turning on a derived tags file, independent of the logic in the
programmable controllers.
Practice
EVT_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new event file.

3. Create an event that turns on the Conveyor derived tags file
when the Conv_Running tag (located in the Filling program) is
on. Consider using If-Then-Else statements to trigger the event.
4. Accept the event.
5. Create an event that turns off the Conveyor derived tags file
when the Conv_Running tag is off.
EVTe9701SE
6. Configure the Maximum Update Rate for the event to be

0.5 seconds.
7. Save the event file with the name Conveyor.
8. Open the My Conveyor graphics display.
9. Delete the existing Startup and Shutdown commands.
10. Close and save the graphic display.
11. Open the Command Line and enter the command that will turn
on event monitoring for the Conveyor event file.
12. If your FactoryTalk View SE Client is running, navigate away from
and back to the My Conveyor display. This will update the
display to reflect the changes you have just made. If you do not
have an open client, create a new one or launch an existing one
and navigate to the My Conveyor display.
13. Test the event function:
A. Verify that when the conveyor is started, the event file is
turned on and the derived tags calculations are performed.
B. Verify that when the conveyor is stopped or finishes, the
event file is turned off and the derived tags calculations are
no longer updated.
14. When you are done testing these changes, close the FactoryTalk
View SE Client.
15. From FactoryTalk View Studio, open the Command Line and
enter the command to turn off event monitoring for the
Conveyor event file.
16. Minimize or close FactoryTalk View Studio software.
EVTe9701SE
Answers: Exercise B
Check your work:
3. The Action and Expression fields should appear similar to the

following graphic:
5. The Action and Expression fields should appear similar to the

following graphic:
6. The Event Setup should appear as displayed below:
11. The Command Line should appear as displayed below:
EVTe9701SE
15. The command Line should appear as displayed below:
EVTe9701SE
13-1
Exercise 13 Creating Keys, Macros, and

Symbols in a FactoryTalk View
SE Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Microsoft Excel
Motor Controls.GFX
SMK_9701SE_A1.APA
SMK_9701SE_B1.APA
SMK_9701SE_C1.APA
Resource: Job Aid

Exercise A
Objectives
x Create key assignments
SMKe9701SE
13-2 Creating Keys, Macros, and Symbols in a FactoryTalk View SE Application
Situation
In order to save space on graphic displays and expedite process
operation, you can assign keys to an action such as starting a motor
or opening a program.
Practice
SMK_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Add the Motor Controls.GFX graphic display to your

application
3. Open the Motor Controls display.
4. Add the following object key definitions to the Motor1 image:
A. Configure the F9 key to start Motor1:
- Label: Start Motor1
- Use the Release action
- Command:
&Set
::[Assembly_Quality]Program:Motors.Motor1_Start 1
Note: The & symbol appears at the front of the
command when the Asynchronous check box is
checked.
B. Configure the F10 key to stop Motor1:
- Label: Stop Motor1
- Use the Release action
- Command:
&Set
::[Assembly_Quality]Program:Motors.Motor1_Stop 1
Note: The & symbol appears at the front of the
command when the Asynchronous check box is
checked.
5. Copy the animation from Motor1 and paste the animation to
Motor2.
6. Use tag substitution to replace the Motor1 text with Motor2.
7. Select the F11 key as Start Motor2 and the F12 key as Stop
Motor2.
8. Test the FactoryTalk View SE graphic display and verify the
object keys correctly start and stop the two motors.
SMKe9701SE
Creating Keys, Macros, and Symbols in a FactoryTalk View SE Application 13-3
9. Add a button to the Motor Controls display that allows you to

navigate to the Main Menu and a corresponding button on the
Main Menu display that allows you to navigate to the Motor
Controls display.
10. Save and close the Main Menu graphic display.
11. Add a display key to the Motor Control display using the
following configuration:
x Configure the F4 key with the label Assembly_Quality.
- Release action to open Studio 5000 Logix Designer
(Note: the command still uses the RSLogix 5000®
software name).
- Open the Assembly_Quality Logix Designer file.
- Specify the Filling program.
- Specify the Filling_Line routine.
- Specify rung number 1.
12. Test the FactoryTalk View SE graphic display and verify the F4
key opens and displays the correct Logix Designer program and
logic.
13. Close Logix Designer and stop testing the display.
14. Change the Motor Control display key to use the F9 key.
Note: F9 is already configured as an object key for Motor1.
Having the same key for multiple functions is not a good
practice, but we are doing it in this exercise to demonstrate
what happens.
15. Test the FactoryTalk View SE graphic display. With the focus on
Motor1, press the F9 key. Does Logix Designer open? Does
Motor1 start?
16. Save and close the display.
SMKe9701SE
17. Create a client key file with the following definitions:

A. Configure the F1 key to launch Internet Explorer (AppStart
iexplore).
B. Configure the F2 key to launch Excel (AppStart Excel).
C. Configure the F9 key to launch the Windows Calculator
(AppStart Calc).
Note: F9 is already configured as both an object key for
Motor1 and a display key for the Motor Controls display.
Having the same key for multiple functions is not a good
practice, but we are doing it in this exercise to demonstrate
what happens.
18. Save the file with the name My Keys.
19. Create and run a new FactoryTalk View Client configuration with
My Keys as the initial client key file.
20. Verify the function keys launch the correct programs.
21. Press the F9 key from the Main Menu. Does the Logix Designer
application open? Why or why not?
22. Press the F1 key from the Main Menu. Does Internet Explorer
open? Why or why not?
23. Navigate to the Motor Control display.

A. Select Motor1 so that it has focus and press the F9 key. What
happens?
B. Select Motor2 so that it has focus and press the F9 key. What
happens?
SMKe9701SE
C. Navigate to a different display and press the F9 key. Does

the calculator open? Why or why not?
24. Close the Client and return to FactoryTalk View Studio.

25. Open the My Keys client key file.
26. Update the file so that the F3 key launches the calculator instead
of F9.
27. Run a FactoryTalk View Client configuration with My Keys as the
initial client key file.
28. Navigate to the Motor Controls display and Press the F3 key.
Verify that the calculator launches.
29. When you have finished testing your application, close the client
and return to FactoryTalk View Studio.
30. Change the Motor Control display key back to the F4 key.
31. Save the display and minimize or close FactoryTalk View Studio.
Answers: Exercise A
Check your work:
4.
A. Set the command for the F9 key:
SMKe9701SE
B. Set the command for the F10 key:
6. Using tag substitution to replace Motor1 with Motor2 should

appear as displayed below:
11. The display key definitions should appear as follows:
Note that the file path may be slightly different depending on

the location of your file.
SMKe9701SE
15. If Motor1 has focus, the object key takes precedence and Motor1
will start but Logix Designer will not open. If an object other
than Motor1 had focus or if no object had focus, the display key
would take precedence and Logix Designer would open.
17. Create the following client key definitions:
A. The F1 key should be configured as shown below:
B. The F2 key should be configured as shown below:
SMKe9701SE
C. The F9 key should be configured as shown below:
21. No, the Logix Designer application does not open. The F9 key
was only configured for the Motor Control display.
22. Yes, Internet Explorer opens. The F1 key was configured as a
client key, and it is not tied to a specific display.
23.
A. Motor1 starts. No other action occurs.
B. Logix Designer opens. No other action occurs. The calculator
will not open, no matter what has focus. This is because the
order of precedence goes object key, display key, and then
client key. Since the F9 key is also assigned to an object key
and a display key, one of these will always occur instead of
the client key function. This is why it is never a good idea to
have duplicate key assignments.
C. Yes, the calculator opens because there are no object keys or
display keys to take precedence over the client key.
SMKe9701SE
26. Your updated client key file should appear similar to the
following graphic:
SMKe9701SE
Exercise B
Objectives
x Create macros
Situation
Another engineer has created a derived tags file that calculates data
for the filling process. She has also created data logs to store data
from your running system. Both of these files need to be turned on
in order to run. Macros can be made up of these commands and
configured to run when FactoryTalk View SE clients start up and
shut down.
Practice
SMK_9701SE_B1.APA file. Be sure to restore the local directory
IMPORTANT
2. Create a new startup macro with the following requirements:

x Start derived tags for the Conveyor derived tags file.
x Start data logging the Furnace file.
x Start data logging the Trending Data file.
Note: Double-clicking in the macro editor will open the
Command Wizard.
3. Save the macro file with the name Startup.
4. Create a shutdown Macro named Shutdown that stops the
derived tags and data logging that are part of the Startup macro
created in Step 2.
5. If you have previously created a FactoryTalk View client, edit the
configuration to use Startup as the Startup macro and
Shutdown as the Shutdown macro. If no client exists, create a
new one.
6. Run the client you have just edited or created.
7. Scroll through the messages in the Diagnostics List and verify all
macro commands have executed without error.
8. When you are done testing your configuration, close the
FactoryTalk Talk View client.
SMKe9701SE
SMKe9701SE
Answers: Exercise B
Check your work:
2. Creating the Startup macro should appear as displayed below:
4. Creating the Shutdown macro should appear as displayed

below:
Exercise C
Objectives
x Create symbols
Situation
You routinely need to change the number of bottles you are going
to produce in your system by large amounts (increase/decrease by
10 bottles). The command for this is long and requires a long tag
name. You can replace this command with a symbol so that it can be
triggered by a single word instead of a long command.
Practice
SMK_9701SE_C1.APA file. Be sure to restore the local directory
IMPORTANT
SMKe9701SE
2. Using the Command Line and Command Wizard, define a

symbol named Up that performs the following action: Ramp
[Assembly_Quality]Program:Filling.Bottle_Preset +10
IMPORTANT
When typing this command, be sure that it is created on a single
line.
3. Define a symbol named Down that performs the following
action:
Ramp [Assembly_Quality]Program:Filling.Bottle_Preset -10
4. Open and test the My Conveyor display.
5. Type Up in the Command Line on the display and verify the
Number of Bottles to Fill increases.
Note: Because you are just testing the display, the Command
Line button will not work. You will have to manually open the
Command Line, not the Command Line graphic display.
6. Type Down in the Command Line on the display and verify the
Number of Bottles to Fill decreases.
Note: Because you are just testing the display, the Command
Line button will not work. You will have to manually open the
Command Line, not the Command Line graphic display.
7. Stop testing the display.
8. Open the Startup macro and add the two symbol definitions
you created in Steps 2 and 3.
9. Open the Shutdown macro and add a command that clears all
previously defined symbols.
10. Edit an existing Factory Talk View client or create a new client
configuration with Startup as the Startup macro and Shutdown
as the Shutdown macro and run the client.
11. Scroll through the messages in the Diagnostics List and verify all
macro commands have executed without error.
12. Navigate to the My Conveyor display.
13. Click on the Command Line button and enter the Up and
Down symbol commands into the Command Line graphic
display.
14. Verify the Bottles to Fill changes on the My Conveyor display.
15. Close the FactoryTalk View SE Client session.
16. In FactoryTalk View Studio, scroll through the Diagnostics List
and verify all Shutdown commands executed without errors.
SMKe9701SE
Answers: Exercise C
Check your work:
2. Defining the symbol Up should appear as displayed below:
3. Defining the symbol Down should appear as displayed below:
SMKe9701SE
8. The Startup macro should appear as follows:
9. The Shutdown macro should appear as follows:
SMKe9701SE
SMKe9701SE
14-1
Exercise 14 Configuring HMI Tag-Based

Alarms in a FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Alarms.GFX
alarminfo.HTM
HMA_9701SE_A1.APA
Resource: Job Aid

Exercise A
Objectives
x Configure alarms for HMI tags
x Create or modify an HMI tag alarm summary
HMAe9701SE
14-2 Configuring HMI Tag-Based Alarms in a FactoryTalk View SE Application
Situation
Your system has some alarm conditions that are not monitored
elsewhere in your system. You can use HMI tags and alarms to
monitor for these conditions.
Practice
HMA_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Open the HMI Tags editor.

3. Create a new HMI tag folder named Alarms.
4. Create the following HMI tags. Accept all the defaults, and use
Memory as the data source:
5. Enable the Alarms\digital1 tag for alarming and configure the

following properties:
x Alarm Type: On
x Alarm Label: Pressure Switch
x Severity: 2
x In Alarm Messages: User Defaults
x Alarm Identification: AppStart (location of alarminfo.HTM in
the course files provided)
IMPORTANT
You MUST type this command. Browsing for this command will
only allow you to select .EXE files, not an html file.
x Acknowledge Bit: Alarms\ack (Auto Reset)
x Handshake Bit: Alarms\handshake (Auto Reset)
HMAe9701SE
Configuring HMI Tag-Based Alarms in a FactoryTalk View SE Application 14-3
6. Enable the Alarms\analog1 tag and configure the following

properties:
Threshold 2 Threshold 4 Threshold 6 Threshold 8

Threshold: 10 Threshold: 20 Threshold: 80 Threshold: 95
Decreasing Decreasing Increasing Increasing
Label: Way Label: Too Label: Too hot Label: Way
too cold cold too hot
Severity: 1 Severity: 3 Severity: 3 Severity: 1
In Alarm In Alarm In Alarm In Alarm
Messages: Messages: Messages: Messages:
System System System \11d \8t This
Defaults Defaults Defaults temp is HOT
HOT HOT
\40n
Note: This custom message will display the date, time, the
custom message “This temp is HOT HOT” and the name of the
tag in alarm.
7. Close the HMI Tag editor.
8. Configure the HMI Tag Alarm Setup editor with the following
properties:
x Do not generate alarms when approaching normal range.
x Configure all severities to log to the Alarm Log File.
x Severities 1 and 2 should activate the external bell using the
Alarms\horn tag.
x Configure Severity 3 to use the internal bell.
x Configure the following User Message for In Alarm File
Messages:
My User message on \11d \8t InAlm Tag \40n \20L
Note: This message will display the custom message “My
User message on”, the date, time, “InAlm Tag”, the tag in
alarm, and the alarm label.
9. Add the Alarms.GFX graphic display to your application.
10. Open the Alarms graphic display.
11. Create a HMI Tag Alarm Summary object in the middle of the
display.
12. From the Insert menu, add the items as displayed below:
HMAe9701SE
13. From the Format menu, configure the alarm summary to only
display the following buttons:
14. Close and save the Alarms display.

15. Open the Main Menu display.
16. Create a button that will open the Alarms display.
17. Close and save the Main Menu display.
18. Create and run a new FactoryTalk View SE Client session that will
load your application with Main Menu as the initial graphic
display.
19. Navigate to the Alarms display.
20. Press the Toggle Alarms\digital1 button.
21. Did an alarm appear in the alarm summary? Why or why not?
22. Click the Command Line button and turn on alarm monitoring
using the AlarmOn command.
23. Observe the diagnostics list to verify alarm monitoring has
started.
24. You can also configure buttons to enable/disable alarm
monitoring. Click the Disable Alarms button to shut down
alarm monitoring. Observe the diagnostics list.
25. Click the Enable Alarms button to re-enable alarm monitoring.
Observe the diagnostic list.
26. Press the Toggle Alarms\digital1 button several times and
verify that in the alarm summary, the alarm condition changes
appearance as it goes into and out of alarm.
27. How is the Alarms\handshake tag affected as the
Alarms\digital1 tag toggles in and out of alarm?
28. How is the Alarms\horn tag affected as the Alarms\digital1 tag

toggles in and out of alarm?
HMAe9701SE
29. What effect does clicking the Ack Current button have on the
horn?
30. What happens when you select the Alarms\digital1 alarm and
click the Identify button?
31. Increase the value of the Alarms\analog1 to above 80 and then

above 95 to trigger different threshold alarms.
32. Decrease the value of the Alarms\analog1 to below 20 and then
below 10 to trigger different threshold alarms.
33. Click the Alarm Log Viewer button to view the historical log
file.
34. Close the Alarm Log Viewer.
35. Close the FactoryTalk View SE Client session.
36. In FactoryTalk View Studio, open the Command Line and run the
command AlarmOff to turn off alarm monitoring.
Answers: Exercise A
Check your work:
5. Digital alarm properties for the Alarms\digital1 tag should
appear as shown in the following graphics:
HMAe9701SE
6. Analog alarm properties for the Alarms\analog1 tag should

appear as shown in the following graphic for Threshold 2:
Threshold 4 should appear similar to the graphic below:
Threshold 6 should appear similar to the following graphic:
Threshold 8 should appear similar to the following graphic:
HMAe9701SE
8. The Setup tab of the Alarm Setup editor should appear as shown
in the following graphic:
The Severities tab for Severities 1 and 2 of the Alarm Setup

should appear as shown in the following graphic:
The Severities tab for Severity 3 of the Alarm Setup should

appear as shown in the following graphic:
HMAe9701SE
The User Msgs tab of the Alarm Setup should appear as shown
in the following graphic:
11. Adding the HMI Tag Alarm Summary should appear similar to
HMAe9701SE
13. Configuring which buttons will appear on the alarm summary

should appear as shown in the following graphic:
16. Adding a button on the Main Menu to call the Alarms display
21. No alarms should have appeared. The alarm-monitoring

function has not been enabled.
22. Entering the command to turn on alarming (not case sensitive):
HMAe9701SE
23. The Diagnostic List would display any errors starting the
alarming function:
27. The handshake tag will reflect the current alarm status of the
digital1 tag.
x In alarm = 1
x Out of alarm = 0.
28. The Alarms\horn tag turns on when Alarms\digital1 enters the
alarm state and remains on until it is silenced, or the alarm is
acknowledged.
29. The Ack Current button will acknowledge the current alarm and
turn the horn off.
30. The Identify button will launch Internet Explorer and the
“alarminfo” page, which displays instructions for the operator.
32. Viewing threshold alarms for the analog1 tag should appear
33. The Alarm Log Viewer should appear similar to the following
graphic:
HMAe9701SE
15-1
Exercise 15 Configuring FactoryTalk

Alarms and Events in a
FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Alarm and Event Summary.GFX
FTA_9701SE_A1.APA
Resource: Job Aid

Exercise A
Objectives
x Configure FactoryTalk Alarms and Events
FTAe9701SE
15-2 Configuring FactoryTalk Alarms and Events in a FactoryTalk View SE Application
Situation
Your ControlLogix program is already monitoring the temperature
of one of the tanks in the system. You would like to display alarms
for the temperature being out of range in your FactoryTalk View SE
system.
Using FactoryTalk Alarms and Events, the alarms can be configured

in the Logix5000™ controller. All that is required is to create an alarm
summary in FactoryTalk View Studio and enable FactoryTalk Alarms
and Events in RSLinx Enterprise.
Practice
FTA_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Enable FactoryTalk Alarms and Events on your RSLinx Enterprise

device server by configuring the following properties:
x Enable alarm and event support.
x Disable server-assigned priorities.
x Disable the historical log of FactoryTalk Alarms and Events
data.
3. Enable alarms and events for each RSLinx Enterprise device
shortcut you have configured.
4. Add the Alarm and Event Summary.GFX graphic display to
your application.
5. Open the Alarm and Event Summary display.
6. Add an Alarm and Event Summary object to the display.
7. Modify the Alarm and Event Summary object to include the
following additional columns:
x Current Value
x Alarm Count
x Alarm Class
8. Save the graphic display.
FTAe9701SE
Configuring FactoryTalk Alarms and Events in a FactoryTalk View SE Application 15-3
9. Test the FactoryTalk View SE graphic display:

x Alarm conditions should start appearing automatically in
the summary window within 60 seconds.
x Right-click an active alarm and select View Alarm Details to
gain access to additional alarm information.
x Right-click an active alarm to acknowledge.
x View the details at the bottom of the summary.
10. View the corresponding logic in the controller by minimizing
FactoryTalk View SE Studio software and opening the
CCV207_CLX_Assembly_Quality.ACD Studio 5000 Logix
Designer application.
11. Go online with the controller.
12. Open the Tanks program.
13. Open the Tank_Levels routine.
14. Scroll to the last rung in the routine and view the Analog Alarm
instruction that is connected to the Alarms and Events
monitoring system.
15. Access the alarm setup by clicking the gray ellipsis button on
the ALMA instruction.
16. Modify the setpoints or level messages and verify those changes
appear in the FactoryTalk View SE Alarm and Events Summary
display the next time that alarm occurs.
17. Close the Logix Designer application.
18. Save and close your graphics display.
FTAe9701SE
Answers: Exercise A
Check your work:
2. Enabling RSLinx Enterprise alarm and event support should

appear similar to the following graphic:
3. Enabling RSLinx Enterprise shortcuts to use Alarms and Events

FTAe9701SE
6. The alarm summary, when added, should appear as displayed

below:
7. Modifying the Columns tab to show additional data should

appear as displayed below:
9. Alarms should start appearing automatically in the summary

window:
FTAe9701SE
Individual alarm details should appear similar to the following

graphic:
The Alarm Details pane on the summary should appear similar

14. The Analog Alarm instruction in the Studio 5000 Logix Designer
project should appear similar to the following graphic:
FTAe9701SE
16. The configuration screen allows you to set the input levels for
the various alarms:
Alarm messages can be configured similar to the following

graphic:
FTAe9701SE
FTAe9701SE
16-1
Exercise 16 Planning and Configuring Basic

FactoryTalk Security in the
FactoryTalk Directory
Required Setup
The exercise requires the following items. See the General Setup for
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
The following files:
GFT_9701SE_A1.APA
GFT_9701SE_A2.PDF
GFT_9701SE_A3.PDF
Resource: Job Aid

For help performing steps in the exercise, see the job aids:
x FactoryTalk Security System Configuration Guide (FTSEC-QS001)
Exercise A
Objectives
x Plan security for a FactoryTalk system
x Configure basic FactoryTalk Security in the FactoryTalk Directory
GFTe9701SE
16-2 Planning and Configuring Basic FactoryTalk Security in the FactoryTalk Directory
Situation
One of your colleagues has started planning out your FactoryTalk
Security system at a basic level, and configuring the basic security
settings. You need to pick up where she left off and finish the
configuration.
Notes:
x There is no need to explicitly deny any permissions.
x Users should not be able to change their passwords, and
passwords should never expire.
x There are no computer groups.
x Your system will be running FactoryTalk View SE Local Station
applications only.
Practice
GFT_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
2. Open the GFT_9701SE_A2.PDF file and review its contents.

These are the users for your system.
3. Place the users into the appropriate group using the table
below. You may not have to fill all of the boxes.
Plant User Groups
Group User Name
Operators
Maintenance
Engineers
Administrators
GFTe9701SE
Planning and Configuring Basic FactoryTalk Security in the FactoryTalk Directory 16-3
4. Let’s assume that the Maintenance group has all of the same
permissions as the Operators group plus permissions specific to
Maintenance personnel. How would this affect SJones’ group
membership?
5. Verify that your answer to Step 4 is correct before continuing.

6. Add the users and user groups determined in Steps 3 and 4 to
the FactoryTalk Directory.
A. What directory did you need to connect to in order to
configure the users and user groups?
7. Open the GFT_9701SE_A3.PDF file and use it to configure the

Common permissions.
A. Did you need to configure permissions for individual users,
or were you able to set all permissions for the group?
B. On what object(s) did you set the permissions for the

Operators group?
GFTe9701SE
C. On what object(s) did you set the permissions for the

Maintenance Group?
D. On what object(s) did you set the permissions for the

Engineers group?
E. On what object(s) did you set the permissions for the

Administrators group?
GFTe9701SE
8. You need to review the permissions you set to verify their

accuracy. Use the table below to verify everything is correct.
User Object Permissions Correct?
John Smith Local Directory
AppliSE application
Sarah Jones Local Directory
AppliSE application
Mary Adams Local Directory
AppliSE application
Christopher Local Directory
James
AppliSE application
Amy Williams Local Directory
AppliSE application
Joseph Parker Local Directory
AppliSE application
9. Log into FactoryTalk as John Smith.

A. Try to configure security on any object. What happens?
B. Try to add an object at any level. What happens?
10. Log into FactoryTalk as Mary Adams.

A. Try to configure security on any object. What happens?
B. Try to add an object to the AppliSE application. What

happens?
C. Try to add an application to the network. What happens?
GFTe9701SE
11. You have noticed that John Smith often forces I/O unnecessarily.
Restrict his permissions so that he can no longer force I/O.
A. Did you change the permissions of the Operators user group
or of John Smith as an individual user? Why did you make
this decision?
12. One of your administrators has recently left the company and
Mary Adams will need to temporarily take over the responsibility
of configuring security. Update her permissions so that she can
configure security.
A. Did you move Mary Adams to a different group, or change
her individual user permissions?
B. Why did you make this decision?
GFTe9701SE
Answers: Exercise A
Check your work:
3. Your completed table should appear similar to the following
table:
Plant User Groups
Group User Name
Operators JSmith
SJones
Maintenance SJones
CJames
Engineering MAdams
Administrator AWilliams
JParker
4. If the Maintenance group contains all of the same permissions
as the Operator group plus permissions specific to Maintenance
personnel, you could remove SJones from the Operator group
so that she is only a member of the Maintenance group. Use this
configuration for the remainder of the lab:
Plant User Groups
Group Username
Operators JSmith
Maintenance SJones
CJames
Engineering MAdams
Administrator AWilliams
JParker
6.
A. Since your system will only be running Local FactoryTalk
View SE applications, you need to connect to the Local
Directory to add these users. If you had network applications
that your users needed to access, you would have connected
to the Network directory to add them.
This can be done by either opening your local application in
FactoryTalk View Studio, or opening the FactoryTalk
Administration Console and connecting to the local
directory.
GFTe9701SE
7.
A. You should not have needed to configure permissions for
individual users. Notice the time you saved by setting
permissions for just three groups, as opposed to the time it
would have taken to set permissions for six individual users.
B. For the Operators group, you should have:
- Set the List Children and Read permissions at the Local
Directory level.
- Set the remaining permissions at the AppliSE application
level (AppliSE will inherit the List Children and Read
permissions from the Local Directory).
C. For the Maintenance group, you should have
Directory level.
- Set the Execute permissions at the AppliSE application
level (AppliSE will inherit the List Children and Read
permissions from the Local Directory).
D. For the Engineers group, you should have:
Directory level.
- Set the Write, Execute, Delete, and Create Children
permissions at the AppliSE application level (AppliSE will
inherit the List Children and Read permissions from the
Local Directory).
E. For the Administrators group, you should have set the
permission at the Local Directory level so that the AppliSE
application inherits the permissions.
8. If your effective permissions are not correct, verify that all
permissions have been removed from the All Users account.
9. Testing functionality for John Smith, a member of the Operators
group:
A. When you try to configure security, you should not even be
able to see the Security… option when you right-click an
object.
B. When you try to add an object, you will be able to see the
option when you right-click. However, before you can add
the object, you will get an “insufficient security rights”
message.
Note: If any of your tests failed, verify that you removed all the
permissions for the All Users group at the directory level.
GFTe9701SE
10. Testing functionality for Mary Adams, a member of the

Engineers group:
A. When you try to configure security, you should not even be
able to see the Security… option when you right-click an
object.
B. You should be able to create the object without any issues.
C. When you try to add an object, you will be able to see the
option when you right-click. However, before you can add
the application, you will get an “insufficient security rights"
message.
Note: If any of your tests failed, verify that you removed all the
permissions for the All Users group at the directory level.
11.
A. You should have changed the permissions for just John
Smith. In a real setting, there would have been many
operators in the Operators group, and you would not have
wanted to restrict the access for all of them.
12.
A. You could either move Mary Adams to a different group or
change her individual permissions. Either option would be
correct. Since the administrator group ONLY has the
additional permission of being able to configure security, you
could have moved her to that group. However, since this is a
temporary change, it may make more sense to just explicitly
allow Mary the configure security permission and keep her in
the Engineers group.
GFTe9701SE
GFTe9701SE
17-1
Exercise 17 Configuring Security in a

FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
Login.GFX
APS_9701SE_A1.APA
APS_9701SE_A2.PDF
Resource: Job Aid

Exercise A
Objectives
x Configure security in a FactoryTalk View SE application
APSe9701SE
17-2 Configuring Security in a FactoryTalk View SE Application
Situation
You have finished developing your FactoryTalk View SE application.
As a last step, you need to control user access to certain parts of
your application by configuring security.
Practice
APS_9701SE_A1.APA file. Be sure to restore the local directory
IMPORTANT
Note: If you are restoring the APS_9701SE_A1.APA file, you must

restore the local directory as well as the application. If you do
not restore the local directory, the required users and user
groups will not exist.
The following users should exist in your system:
Username User Group Password
JSmith Operators Rockwell1
SJones Maintenance Rockwell1
MAdams Engineers Rockwell1
CJames Maintenance Rockwell1
AWilliams Administrators Rockwell1
JParker Administrators Rockwell1
2. Add the Login.GFX graphic display to your FactoryTalk View
application.
3. Open the Login graphic display and configure the Login,
Logout, and Password button objects to run their respective
commands.
4. Open the properties of the string display object. What function
is used to show the name of the currently logged-in user?
5. Move the display list selector from the Login graphic display to
the Main Menu graphic display.
6. Close and save the Login display.
APSe9701SE
Configuring Security in a FactoryTalk View SE Application 17-3
7. On the Main Menu display, modify the display list selector to

add states to display the Login, Furnace Status, Motor
Controls, and Pump 1 Details graphic displays.
8. Remove the existing Filler, Capper, and all buttons from the
Main Menu.
9. Save and close the Main Menu graphic display.
10. Open the APS_9701SE_A2.PDF file and use it to determine the
security codes for the following displays and users/groups:
Graphic Display Security Code
Main Menu
Alarms
Alarm and Event Summary
My Conveyor
Tankdata
Pump Controls
Pump 1 Details
Trend
User/Group Security Code

All Users
Administrators
Engineers
Maintenance
Operators
CJames
11. Verify that your answers to Step 10 are correct before

continuing.
12. Add the users and user groups listed in Step 10 to the Runtime
Security with the appropriate security codes.
13. Assign the appropriate security codes to each of the graphic
displays listed in Step 10.
14. Save and close all open graphic displays.
15. From the Settings menu, open the Runtime Secured Commands
editor.
16. Add the AppStart command and specify a security code that:
x Prevents members of the Operators group from issuing the
command.
x Allows members of the Maintenance group to issue the
command
x Do not remove or modify the UNSPECIFIED_COMMAND.
APSe9701SE
17. Close and save the changes to the Runtime Secured Commands
editor.
19. Operators are allowed to access this screen, but you do not want
them to be able to change the number of bottles you are
producing. Use visibility animation to prevent the Ramp Up and
Ramp Down buttons from being visible to the Operator Group.
20. Save and close the My Conveyor display.
21. Create and run a new FactoryTalk View Client configuration with
the following properties:
x Specify Login as the initial display.
x Specify My Keys as the initial client key file.
x Specify Startup as the Startup macro.
x Specify Shutdown as the Shutdown macro.
22. Test your security configuration by performing the following:
A. Log in as MAdams.
B. Test your access to the various displays.
C. Navigate to the My Conveyor display (Bottle Conveyor in
the display list selector). Verify that you can adjust the
number of bottles to fill.
D. Press the F1 key and verify the AppStart command launches
Internet Explorer.
E. Return to the Login display and log in as JSmith.
F. Navigate to the My Conveyor display (Bottle Conveyor in
the display list selector). Can you adjust the number of
bottles to fill? Why or why not?
G. Does the F1 key launch Internet Explorer for JSmith? Why or

why not?
23. Log in as a Windows user with administrator access and verify all
displays are accessible.
24. When you are done testing, close the FactoryTalk View SE Client.
APSe9701SE
Answers: Exercise A
Check your work:
3. The release actions for the three buttons should appear similar
4. The CurrentUserName( ) function will return the name of the

currently logged-in user:
8. The Main Menu should appear similar to the following graphic:
APSe9701SE
10. Your security codes should be similar to the following tables:

Graphic Display Security Code
Main Menu A
Alarms A
Alarm and Event Summary A
My Conveyor B
Tankdata B
Pump Controls C
Pump 1 Details D
Trend E
User/Group Security Code

All Users A
Administrators All Codes
Engineers A, B, C, D
Maintenance A, C
Operators A, B
CJames Deny C
Note: You may have chosen different security codes that would
still meet the requirements. However, for the purpose, of this
exercise, make sure that you configure your displays to match
the table above.
APSe9701SE
12. Answers will vary based on the user or group being modified.
For example, configuring Security Settings for the Engineer
group should appear similar to the following graphic:
13. Configuring display security codes is done from the Display

Settings dialog box:
APSe9701SE
16. Configuring command security should appear similar to the

following graphic:
19. The animation for both your Ramp Up and Ramp Down buttons
22. When testing the application security settings:

F. You cannot adjust the number of bottles to fill because the
Operators group does not have access to the ramp buttons
that control that value.
G. The F1 key does not access Internet Explorer because the
Operators group does not have access to the AppStart
command.
APSe9701SE
18-1
Exercise 18 Displaying FactoryTalk View SE

Applications in FactoryTalk
ViewPoint Software
Required Setup
more details.
Software:
RSLinx® Classic
RSLinx Enterprise
FactoryTalk ViewPoint
Google Chrome
CookieLine.ACD
Cookies.APA
Resource: Job Aid

Exercise A
Objectives
x Display FactoryTalk View SE applications in FactoryTalk
ViewPoint software
VPTe9701SE
18-2 Displaying FactoryTalk View SE Applications in FactoryTalk ViewPoint Software
Situation
You have finished creating your FactoryTalk View SE application.
You would like engineers and other management to be able to view
the information in your application from locations other than the
plant floor.
For this exercise, we will use the same terminal that is hosting the
FactoryTalk ViewPoint server to access the FactoryTalk ViewPoint
client. However, any terminal with network access to the terminal
hosting the server can access the client.
Practice
1. Restore the Cookies.APA file. This is the application we will
publish to the web. Be sure to restore the local directory.
IMPORTANT
Before using this file, you must set the communications to point
to the CookieLine controller in RSLinx Enterprise.
2. Launch the FactoryTalk ViewPoint Administration console.

Note: Be patient. It may take a minute to open.
3. Publish the Cookies Local Station application with the following
properties:
x Publish all displays within the application
x Select ClientStartup as the startup macro
Note: This startup macro dictates the initial display.
Therefore, it does not matter what is selected as the initial
display on this screen.
4. Explore the publishing report. Are there any errors or warnings?
5. Apply the following security settings:

x Only administrators can access the FactoryTalk ViewPoint
Administration console
x Allow administrators to write the application
6. Open a FactoryTalk ViewPoint client and explore the application.
VPTe9701SE
Displaying FactoryTalk View SE Applications in FactoryTalk ViewPoint Software 18-3
7. When you have finished exploring the application, close the

client.
8. To simulate a mobile device, open a Google Chrome browser
and use the resizer extension to mimic an iPad as shown in the
following graphic:
9. Navigate to the FactoryTalk ViewPoint mobile client. If

prompted, log in to the system with an administrator account.
10. Explore the mobile client. What differences do you notice
between this client and the desktop client?
11. Close the FactoryTalk ViewPoint Administration console and any

open clients.
VPTe9701SE
Answers: Exercise A
Check your work:
3. Your application should have been created with the following

properties:
VPTe9701SE
4. The following warnings should have been generated:
Some of the objects in the application are not supported in

FactoryTalk ViewPoint.
5. Your security settings should appear similar to the following
graphics:
VPTe9701SE
8. Your Google Chrome selection should appear similar to the

following graphic:
9. The URL for the ViewPoint Client should be http://localhost/ftvp.
VPTe9701SE
10. Answers will vary but may include:

x The startup macro does not run
x The home screen allows you to navigate to the displays
within the application:
x There is a navigation pane at the top of the display:
VPTe9701SE
VPTe9701SE
19-1
Exercise 19 Creating and Configuring a

Network Distributed
FactoryTalk View SE
Application
Required Setup
more details.
EtherNet/IP network
Software:
FactoryTalk View SE
RSLinx® Classic
RSLinx Enterprise
CNA_9701SE_A1.APA
IMPORTANT
For this lesson, Exercise A must be completed first. Exercises B, C,
and D (if applicable) should be completed simultaneously.
Exercise D is only necessary if you are working in a group of three.
If you are working in a group of two, you may skip Exercise D.
IMPORTANT
This lesson requires multiple terminals to be on the same
network.
Resource: Job Aid

CNAe9701SE
19-2 Creating and Configuring a Network Distributed FactoryTalk View SE Application
Exercise A
Objectives
x Create and configure a Network Distributed FactoryTalk View SE
application
Situation
As an application develops, it may be necessary to move from a
Local Station application to a Network Distributed application. You
will create a new network application, and using your local
application, configure multiple data and HMI servers.
x For this lab, you will need to work in groups of two (three if
necessary).
x You will work within a single network application.
x Each computer in the application will operate its own area and
contain one HMI server and one data server.
- One computer will be referred to as the Bottling Server and
will operate the bottling-line area of our network
application. This computer will also host the FactoryTalk
Network Directory.
- One computer will be referred to as the Canning Server and
will operate the canning-line area of our network
application.
- If necessary, a third computer will be referred to as the
Juicing Server and will operate the juice-line area of our
network application.
x You will need to identify the Windows name or IP address
assigned to the individual computers.
Practice
1. If it is open, close FactoryTalk View Studio.
2. Select a computer that will host the FactoryTalk Directory for
your network application. (This will also be the Bottling Server.)
CNAe9701SE
Creating and Configuring a Network Distributed FactoryTalk View SE Application 19-3
3. From the remote computer(s) (the Canning Server and Juicing

Server, if applicable), specify the FactoryTalk Directory location.
If you are using both servers, this must be done on each
computer.
IMPORTANT
You must enter a user name and password twice during this
process. Before you can change the FactoryTalk Directory, you
must enter credentials for an account with Windows
Administrator privileges on the computer you are working on.
When you are attempting to connect to the remote directory, you
must enter credentials for an account with FactoryTalk
Administrator privileges on the computer to which you are
connecting (Bottling Server).
4. Once you have changed the FactoryTalk Directory location on a

remote computer, restart the computer.
5. After restart, run the utility again to verify the correct computer
name appears, and the status shows Connected.
6. Open the FactoryTalk Administration Console and create the
following FactoryTalk User Group accounts for the network
application:
IMPORTANT
If only two computers are being used to perform this exercise,
skip Step 6C.
A. From the Bottling Server, create these groups:

- Bottle
- Admin
- Supervisor
B. From the Canning Server, create these groups:
- Can
- Operators
- Maintenance
C. From the Juicing Server, create these groups:
- Juice
- Electrician
- Guest
CNAe9701SE
7. Create FactoryTalk User accounts for the network application:
IMPORTANT
If only two computers are being used to perform this exercise,
skip Step 7C.
A. From the Bottling Server, create these users:
User Name Password Group

Chuck rockwell Operators and
Bottle
Student rockwell Admin
Susan rockwell Maintenance and
Bottle
B. From the Canning Server, create these users:

Eddie rockwell Supervisor
Rafael rockwell Maintenance and
Can
Sharon rockwell Operators and Can
C. From the Juicing Server, create these users:

Lee rockwell Guest
Maria rockwell Electrician and Juice
Miguel rockwell Maintenance and
Juice
8. Close the FactoryTalk Administration Console.
CNAe9701SE
Answers: Exercise A
Check your work:
3. The initial directory location setting for all computers is

“localhost” as displayed in the following graphic:
5. After restarting the computer, verify the name of the host

computer and the status should be “connected”:
The name of the PC you are connected to may vary.
CNAe9701SE
7. You should see the following users and user groups in the
Administration Console no matter which computer you are on:
CNAe9701SE
Exercise B (Bottling Server Only)

Objectives
application
This exercise is only for the Bottling Server computer.
Situation
Once a network application has been created, HMI and data servers
need to be added. This exercise will be completed on the Bottling
Server computer.
Practice

CNA_9701SE_A1.APA file.
2. From the Bottling Server computer, open FactoryTalk View
Studio.
3. Select the Network Distributed application type.
4. Create a new application named Bottling Plant.
5. Create an area named Bottle Line.
6. Add a new HMI server to the Bottle Line area.
7. Select Copy an HMI server.
8. Select your computer in the Computer name field.
9. Select the existing AppliSE (or CNA_9701SE_A1) HMI server.
10. Name the new HMI Server Bottling AppliSE.
11. Select your computer as the host computer.
12. Access the Bottling AppliSE HMI server properties and
configure the Conveyor Derived Tags File to run on startup.
13. Add an RSLinx Enterprise device server to the Bottle Line
area:
A. Accept the default name.
B. Set the Computer hosting the server as your own computer.
C. Enable alarm and event support (clear Enable history).
14. Create a device shortcut named Assembly_Quality that points
to the controller running the Assembly_Quality program.
IMPORTANT
Be sure to enable FactoryTalk Alarms and Events
CNAe9701SE
15. Add the following FactoryTalk users and groups to the Bottling
Plant Runtime Security and specify the corresponding security
codes:
User Group or User Security Codes Allowed
All Users A only (allow)
Admin Allow All
16. Close and save the security settings.

17. Open the Bottling AppliSE HMI server and open the Main
Menu graphic display.
18. Create a button on your Main Menu to display the My
Conveyor display from the Can Line area.
IMPORTANT
The Can Line area is built as a part of Exercise C. Make sure that
this area has been created and that an HMI server exists within it
before completing this step.
Use the Command Wizard for the release action to build the
command.
20. Open your My Conveyor display.
21. Add a text object titled “Bottle Conveyor” in the top of the
display.
You may need to move objects or resize your display in order to
fit this text.
22. Close and save the My Conveyor display.
23. Pause here until all computers are at this corresponding step in
Exercise C and D (if applicable).
24. Create and run a new FactoryTalk View SE Client session with
the following settings:
A. Network Distributed type
B. Bottling Plant application
C. Specify the area that is local to your computer
D. Login for the initial display
25. Login as an Admin user to access the My Conveyor graphic
display.
26. Verify you are able to access the My Conveyor display from the
Can Line area.
27. When you are done testing, close the FactoryTalk View SE Client
session.
CNAe9701SE
Answers: Exercise B
Check your work:
7. Add a new HMI server by copying an existing server:
8. Select the computer storing the application to be copied:
CNAe9701SE
9. Select the application to be copied:
11. Specify the name for the new HMI server and the hosting
computer name:
CNAe9701SE
12. Access the HMI server Properties Components tab to specify the
components to be loaded on startup:
13.
B. Add the RSLinx Enterprise data server. Specify the name and
hosting computer:
CNAe9701SE
C. Enable FactoryTalk alarm and event support:
14. Create a device shortcut to match the original application data

server:
CNAe9701SE
15. Selecting the user groups and assigning security codes should
appear similar to the following graphic:
18. Create a button to call the My Conveyor display in the Can Line
area:
21. The text addition to the My Conveyor display should appear

CNAe9701SE
24. Creating the FactoryTalk View SE Client should appear similar to

A. Selecting the Network Distributed application:
B. Selecting the application to connect to:
C. Specify which area within the application:
D. Specify which display will be used as the Initial display:
CNAe9701SE
Exercise C (Canning Server Only)

Objectives

application
This exercise is only for the Canning Server computer.
Situation
need to be added. This exercise will be completed on the Canning
Server computer.
Practice

2. From the Canning Server computer, open FactoryTalk View
Studio.
3. Select Network Distributed for the application type.
4. Verify that the Bottling Plant application has been created and
open the application.
IMPORTANT
The Bottling Plant application should have been created at the
beginning of Exercise B.
5. Create an area named Can Line.

6. Add a new HMI server to the Can Line area.
10. Name the new HMI Server Canning AppliSE.
12. Access the Canning AppliSE HMI server properties and
configure the Conveyor Derived Tags File to run on startup.
13. Add an RSLinx Enterprise device server to the Can Line area:
B. Set the computer hosting the server as your own computer.
CNAe9701SE

IMPORTANT
codes:
Operators A, B (allow)
Maintenance A, B, C (allow)
17. Open the Canning AppliSE HMI Server and open the Main
Menu graphic display.
Conveyor display from the Bottle Line area.
IMPORTANT
The Bottle Line area is built as a part of Exercise B. Make sure that
command.
21. Add a text object titled “Can Conveyor” in the top of the
display.
fit this text.
24. Create and run a new FactoryTalk View SE Client session with the
following settings:
D. Login for the Initial display
25. Login as a Maintenance user to access the My Conveyor
graphic display.
Bottle Line area.
CNAe9701SE
session.
Answers: Exercise C
Check your work:
The answers for Exercise B also apply to Exercise C. Just substitute

the word Canning for Bottling.
CNAe9701SE
Exercise D (Juicing Server Only, Optional)

Objectives

application
This exercise is only for the Juicing Server computer.
Situation
need to be added. This exercise will be completed on the Juicing
Server computer.
Practice

2. From the Juicing Server computer, open FactoryTalk View
Studio.
3. Select Network Distributed for the application type.
4. Verify that the Bottling Plant application has been created and
open the application.
IMPORTANT
The Bottling Plant application should have been created at the
beginning of Exercise B.
5. Create an area named Juice Line.

6. Add a new HMI server to the Juice Line area.
10. Name the new HMI Server Juicing AppliSE.
12. Access the Juicing AppliSE HMI server properties and configure
the Conveyor Derived Tags File to run on startup.
13. Add an RSLinx Enterprise Device Server to the Juice Line area:
B. Set the computer hosting the server as your own computer.
CNAe9701SE

IMPORTANT
codes:
Electrician A, B, C, D (allow)
Supervisor A, B, C, D, E (allow)
17. Open the Juicing AppliSE HMI Server and open the Main Menu
graphic display.
Conveyor display from the Bottle Line area.
IMPORTANT
The Bottle Line area is built as a part of Exercise B. Make sure that
command.
21. Add a text object titled “Juice Conveyor” in the top of the
display.
fit this text.
24. Create and run a new FactoryTalk View SE Client with the
following settings:
D. Login for the Initial display
25. Login as an Electrician user to access the My Conveyor graphic
display.
Bottle Line area.
CNAe9701SE
session.
Answers: Exercise D
Check your work:
The answers for Exercise B also apply to Exercise D. Just substitute

the word Juicing for Bottling.
CNAe9701SE
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FactoryTalk View SE Programming

Identifies information about practices or circumstances

Identifies information that is critical for successful

Identifies information about practices or circumstances

For information about Rockwell Automation Training, visit:

General Setup ............................................................................................................................................................... I

This document contains information about the setup steps required

 ControlLogix® workstation (Part No. ABT-TDCLX3) or

x FactoryTalk View Site Edition Procedures Guide

x RSLinx Enterprise Help system

1. Perform the following actions:

Important Exercise Note

This configuration is set up as part of the Creating and Configuring a

The subsequent exercise files each contain an RSLinx Enterprise

1. If it has not been restored, use the Application Manager to

For Individual Exercises

Exercise Required Setup

Using the Studio 5000 Logix Designer

Resource: Required Setup Procedures

Slot Module Description

Resource: Firmware Files

Exercise 1 Getting Started with

Resource: Job Aid

2. What four application types does FactoryTalk View Studio

4. True or False: A Local Station application can have multiple HMI

5. What is the maximum number of FactoryTalk View SE clients

6. Which FactoryTalk View utility or tool would you use to restore a

7. Which FactoryTalk View utility or tool would you use to stop or

8. Which FactoryTalk View SE component can be described as

9. What software should be installed wherever FactoryTalk

10. True or False: In a network system, if the FactoryTalk Directory

1. HMI is an abbreviation for Human-Machine Interface.

3. Restore the SSoap_Local.APA file.

Enter an administrator user name and password:

2. The application does not yet exist. It must be restored before it

x Selecting Site Edition for a local application:

x Selecting to restore application and specifying the name of

4. The InstaCorp application now appears in the list of Local

5. The Graphics Display folder contains several sample displays

8. Back up using the Application Manager:

Saving the backup as InstaCorp Rev1:

3. Restore the InstantFizz.APB Network Distributed application.

1. Select the Network Directory:

2. Enter the user name and password for a Network user:

3. Restore the InstantFizz Network Distributed application:

4. Open the InstantFizz Network Distributed application:

7. Back up the InstantFizz application:

Exercise 2 Creating and Configuring a

Resource: Job Aid

3. Select the application type you identified in Step 2.

6. Add an RSLinx Enterprise device server to the application.

2. You should select the Local Station product type to view an

4. Type AppliSE in the Application name field:

7. Your configuration should look similar to the following:

2. Add an OPC Data Server named RSLinxClassic and select

5. From RSLinx Classic software, create a new OPC topic named

2. The OPC Data Server Properties window should look similar to

3. The RSLinx Classic Launch Control Panel can be used to stop

5. Your configuration should look similar to the following graphic:

6. Your configuration should look similar to the following graphic:

9. If FactoryTalk has been selected, the Local directory will appear

B. Expanding Program:Tanks exposes the Tank_2_Timer.

C. Browsing the OPC_Assembly_Quality shortcut and clicking

ControlLogix® workstation (Part No. ABT-TDCLX3) or