Getting Results Guide
Original Instructions
FactoryTalk Batch
FactoryTalk Batch Components
14.00
Super
s
edes Publication BATCH-GR011D-EN-P
- February 2017
Rockwell Automation
Publication BATCH-GR011
E
-EN-P
- October 2020
Страница 1: ...ide Original Instructions FactoryTalk Batch Getting Results Guide FactoryTalk Batch Components 14 00 Supersedes Publication BATCH GR011D EN P February 2017 Rockwell Automation Publication BATCH GR011E...
Страница 2: ...tion circuits equipment or software described in this manual Reproduction of the contents of this manual in whole or in part without written permission of Rockwell Automation Inc is prohibited Through...
Страница 3: ...or 20 FactoryTalk eProcedure Client 22 FactoryTalk eProcedure Server 22 FactoryTalk Batch Material Manager 22 FactoryTalk Batch Material Editor 22 FactoryTalk Batch Material Server 23 Chapter 2 Factor...
Страница 4: ...Editor 49 FactoryTalk Batch Equipment Editor summary 49 Chapter 4 Open the FactoryTalk Batch Recipe Editor 52 FactoryTalk Batch Recipe Editor window 52 Open a recipe 53 Review the recipe structure 54...
Страница 5: ...h record data 87 FactoryTalk Event Archiver summary 88 Chapter 7 FactoryTalk Batch ActiveX Controls 89 The ControlRecipeList control 90 ControlRecipeList interface 90 ControlRecipeList shortcut menu 9...
Страница 6: ...the TimerView control 96 FactoryTalk Batch ActiveX controls summary 97 Chapter 8 PC based phases 99 Execution of a PC based phase example 100 PC based phases summary 102 Appendix A PC based phases int...
Страница 7: ...ent FactoryTalkBatch Documentation Modular Batch Automation FactoryTalkBatch Components FactoryTalkBatch Server FactoryTalkBatch Equipment Editor FactoryTalkBatch Recipe Editor FactoryTalkBatch View F...
Страница 8: ...n source packages included in this product from their respective project web site s Alternatively you may obtain complete Corresponding Source code by contacting Rockwell Automation via the Contact fo...
Страница 9: ...and maintaining an equipment database area model The area model is stored in a file with a cfg file extension and is available to all other FactoryTalk Batch programs including the Recipe Editor View...
Страница 10: ...mize FactoryTalk Batch View security to meet the needs of the facility FactoryTalk Batch View is used in conjunction with a Human Machine Interface HMI Administrator Guides Resource Description Factor...
Страница 11: ...actoryTalk Batch View the Server Application Programming Interface API It is intended to be used as a reference guide by those who want to develop custom interfaces FactoryTalk Batch System Files Refe...
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Страница 13: ...oves customer service The FactoryTalkBatch components help you optimize plant floor operations giving you quick return on your net assets New product definitions are deployed quickly into manufacturin...
Страница 14: ...utomation MBA Using the modular approach a batch process is defined by a sequence of small modules rather than by a large cumbersome monolithic program The initial step in implementing MBA is to separ...
Страница 15: ...phases that are used to perform individual actions adding various ingredients mixing heating transferring the contents of the reactor etc Once the unit and its associated phases are defined in the Fac...
Страница 16: ...s speed and time as shown in the AGITATE 1 phase For more information regarding how FactoryTalk Batch applies the ISA S88 01 concepts contact your Rockwell Sales Representative For a copy of the S88 0...
Страница 17: ...dministrator Interacts with the uploaded event journals to create batch reports and monitor material usage The FactoryTalk Event Archiver can upload batch data to a Microsoft SQL database The followin...
Страница 18: ...rts SFC that graphically organizes recipes into procedures unit procedures operations and phases along with any applicable comments In addition to the SFC view the FactoryTalk Batch Recipe Editor offe...
Страница 19: ...s available to all other FactoryTalk Batch applications In addition to the areamodel the FactoryTalkBatch Equipment Editor allows configuration of the following Communication functions Electronic sign...
Страница 20: ...to translate the FactoryTalk Batch tab delimited ASCII electronic batch record files to a user specified file type These electronic batch record files are maintained separately for each batch created...
Страница 21: ...Chapter 1 FactoryTalk Batch introduction 21...
Страница 22: ...plant After a batch is run quantities consumed or distributed are updated in the material database for use in inventory tracking The Material Server consists of a group of components that work togeth...
Страница 23: ...primary applications that the Material Server services are the Material Editor FactoryTalk Batch Server FactoryTalk Batch Recipe Editor FactoryTalk Batch Equipment Editor and the Storage Container Ac...
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Страница 25: ...ows integration with the process connected devices PCDs and third party software packages The FactoryTalkBatch Server operates as a Windows Service which means you can configure the Server to start au...
Страница 26: ...nstrations add a FactoryTalk Security user configure the FactoryTalkBatch Server to locate the area model and then verify the recipes in the area model For the sample demonstrations file create Factor...
Страница 27: ...istrator 5 Verify the Directory and select OK The FactoryTalk Administration Console window opens and displays the specified FactoryTalk Directory 6 Expand Users and Groups 7 Right click the Users fol...
Страница 28: ...ecurity users set up access modes for each FactoryTalkBatch component to specify which users are permitted to view or perform actions Configure security settings in the FactoryTalk Administration Cons...
Страница 29: ...the Filter Users box select Show All 6 In Users select ENG 7 Select OK The Configure Securable Action dialog box is updated showing ENG in the list of Users with the Allow checkbox selected 8 Select O...
Страница 30: ...and to the Restart and bin folders where the FactoryTalkBatch Server writes data upon system failure Configure the FactoryTalkBatch Server in the FactoryTalkBatch Equipment Editor To configure the sa...
Страница 31: ...owse button The Select Equipment Databasedialog box opens 9 From the Look in list open the SampleDemo1 Recipes folder select the ice_cream1 cfg file and then select Open 10 In the Store Recipes Using...
Страница 32: ...del using the FactoryTalkBatch Recipe Editor IMPORTANT Administrator privileges are required to perform this procedure To rebuild the recipe directory 1 Select Start Rockwell Software Recipe Editor Th...
Страница 33: ...t Computer The Select Computer dialog box opens IMPORTANT Administrator privileges are required to perform this procedure 3 In the Enter the object name toselect area enter the name of the computer wh...
Страница 34: ...l and any secured recipes must match the current Network FactoryTalk Directory SAI Warm Boot Restarts the FactoryTalk Batch Server restoring the set of batches that were on the batch list when the Fac...
Страница 35: ...imulator window Use the following instructions to verify PCD communications IMPORTANT Administrator privileges are required to perform this procedure To verify PCD communications 1 Select Start Rockwe...
Страница 36: ...r through the FactoryTalkBatch components using the sample demo Proceed through the next chapters to learn about FactoryTalkBatch Equipment Editor FactoryTalkBatch Recipe Editor FactoryTalkBatch View...
Страница 37: ...pecification of communication functions enumeration sets data servers FactoryTalk Event Archiver functions and configuration of FactoryTalk Batch Server options In this section open a sample file to e...
Страница 38: ...esign View area The WEST_PARLOR process cell displays in the Design View area The FactoryTalkBatch Equipment Editor window is divided into two main areas Classes View and Design View The Classes View...
Страница 39: ...up the selected process cell The Classes View displays all the unit classes defined in the area model that you can add to the process cell structure 2 Double click the WP_MIXER1 unit icon in the Desi...
Страница 40: ...defined for the ADD_SUGAR phase class The General tab configures the general attributes of the phase class such as the phase class name phase class type the number of phase class message partners and...
Страница 41: ...he Create Phase Class dialog box To create a sample phase class 1 From the Class menu select New Phase Class The Create PhaseClass dialog box opens to the General tab 2 In the Name box type ADD_WATER...
Страница 42: ...eneral tab allows you to configure general attributes of the phase such as the name equipment ID and automatic upload download The Arbitration tab displays a list of the equipment for which ownershipi...
Страница 43: ...needed for a particular process To view a sample FactoryTalk Batch tags 1 Double click the WP_AGITATE_M1 icon TheEdit Phasedialog box opens 2 Select the Tags tab The PhaseTags list shows the various...
Страница 44: ...are included with the signoff and which security permissions an operator must have to complete the signoff Tip The following exercises require you to save the area model If you want to preserve the o...
Страница 45: ...ryTalkBatch Administrator Guide for more information on security 14 Select OK to save the Create Signature Template dialog box See the FactoryTalk Batch Equipment Editor User Guide for more informatio...
Страница 46: ...be using the Signature feature later in this guide Signature templates are used to provide signoffs for the Recipe Approvals process The Recipe Approvals process Validates the development and mainten...
Страница 47: ...nd Revert signoffs for at least these three steps The first listed step labeled Begin Approval by default Release Recipe asStep for both the Approval Process and the Expedited Process steps ReleaseRec...
Страница 48: ...Batch Recipe Editor To enable versioning follow the instructions given in Enable recipeversion control in the FactoryTalkBatch Administrator Guide For information on using recipe versioning see Work...
Страница 49: ...Equipment Editor To exit the FactoryTalk Batch Equipment Editor 1 From the File menu select Exit 2 Select No to discard any changes you made to the cfg file This does not discard any previously saved...
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Страница 51: ...es sequences of steps and formula values parameters set point values etc All recipes are configured and displayed using the ISA S88 01 Batch Control Standards which define the Procedure Unit Procedure...
Страница 52: ...in the process control device and is configured separately using controller specific programming software The phases are configured in the FactoryTalkBatch Equipment Editor The FactoryTalkBatch Recipe...
Страница 53: ...oryTalkBatch Recipe Editor User Guide for more information on the menus toolbar icons and toolbox tools In this section you will edit an existing recipe Step by step instructions for building a recipe...
Страница 54: ...recipes When Release Recipe to Production is true the recipe is shown in the Recipe List in FactoryTalk Batch View eProcedure and ActiveX Controls This allows batches to be created from the recipe Th...
Страница 55: ...table version of the recipe structure Size the columns if necessary to view the contents 2 Select Tile to view both the SFC and table views simultaneously Like the FactoryTalk Batch View the FactoryTa...
Страница 56: ...edure UPC level Notice that the blue highlight in the Procedure View indicates the selected level and that the letters UPC display in the lower right corner of the window 3 Double click the CLS_SWEETC...
Страница 57: ...add a sequential step in the sample operation level 1 With the Selection Tool selected double click the CLS_SWEETCREAM_UP 1 unit procedure in the ProcedureView The CLS_SWEETCREAM_OP 1 operation displa...
Страница 58: ...K The new step is now defined as ADD_EGG 2 and the transition below the step is automatically re defined as ADD_EGG 2 STATE COMPLETE AND TEMP_CTL 1 STATE COMPLETE AND ADD_CREAM 1 STATE COMPLETE to ref...
Страница 59: ...mount when the recipe is run 7 Select OK to return to the FactoryTalk Batch Recipe Editor window Recipe commenting provides you with a tool to create and edit comments for viewing at design and run ti...
Страница 60: ...ou may have to redo the links and reconfigure the transitions manually FactoryTalkBatch is capable of performing looping at all levels of the procedural model Not only is this a powerful recipe manage...
Страница 61: ...t step of the unit procedure CLS_FRENCHVANILLA_UP 1 This completes the loop structure 6 Select the Selection Tool button and then double click the new TRUE transition 7 Select the Common Expressions f...
Страница 62: ...luding its links and the following transition The SFC automatically rearranges to adjust for the removed step Use the following to remove a parallel step from the sample operation To remove a parallel...
Страница 63: ...a sequential step to a recipe Added a parallel step to a recipe Assigned formula values Added a comment Removed steps Built step transitions Added a continuous loop Verified the recipe Exited the Fact...
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Страница 65: ...ent of the future for modern batch solutions For more information about the new FactoryTalk Batch View mobile solution view the FactoryTalk Batch View User Manual FTBVS UM002 FactoryTalkBatch View is...
Страница 66: ...ing starting stopping holding or aborting a batch The Command buttons dynamically change according to the current view and selected batch The Status bardisplays information regarding the current user...
Страница 67: ...OK The Batch Creation dialog box opens The Formula Values area displays the materials and amounts that are used in the recipe The Unit Binding area indicates the units that you can choose to bind to t...
Страница 68: ...tion policy on the START command see Create a sample signature template the Command Signature dialog box opens Tip If you are not prompted to confirm the Start command you must open the Batch Service...
Страница 69: ...ple The Procedure as SFC window consists of four sections The Procedural Hierarchydisplays the details of the entire batch Dragging the split bar to the right revealsmore of the batch details such as...
Страница 70: ...en and the State column indicates RUNNING In the SFC the steps being executed also display ingreen Notice also that WP_MIXER2 and WP_FREEZER2 are indicated in the SFC as the phases being used in the b...
Страница 71: ...the size of the SFC so you can see more of the structure 4 Double click the initial step of the CLS_SWEETCREAM_OP 1 operation at the top of the SFC to return to the Unit Procedure level 5 Double click...
Страница 72: ...pe which we did earlier in this chapter You also have the ability to change the binding after the batch is created which is helpful if a unit becomes unavailable between the time you create the batch...
Страница 73: ...is needed 5 From the Select Unit to bind to Unit Requirement list select PROMPT and then select OK Notice that the SFC changes to MIXER When the batch runs the operator is prompted to select the mixer...
Страница 74: ...pond to unacknowledged sample prompts 1 Select the Start Batch command button and then select Yes to start the batch Tip If the Command Signature dialog box opens refer to Run a sample batch for instr...
Страница 75: ...on following the CLS_SWEETCREAM unit procedure the Unacknowledged Prompts button starts to flash again 7 Select the flashing UnacknowledgedPrompts button The Batch List opens indicating that the opera...
Страница 76: ...ton The Event Journal view opens Tip If the Filtering area does not display select the left split bar and drag to the right 2 Select the Journal button The Event Data Files dialog box opens 3 In the E...
Страница 77: ...the Filtering area does not display select the left split bar and drag to the right To control a phase manually 1 Select the PhaseControl button The PhaseControl view opens and displays the process c...
Страница 78: ...is now owned by the operator 5 Select the Start command button and then select Yes to start the WP_ADD_EGG_M1 phase The PhaseControl dialog box opens Tip If the Command Signature dialog box opens refe...
Страница 79: ...run this phase as many times as necessary to test it When you are done testing release control back to FactoryTalk Batch so the phase can run as part of a recipe 10 Select the Releasecommand button a...
Страница 80: ...CHVANILLA binding to WP_MIXER1 and WP_FREEZER1 with a batch ID of TEST_5 6 Start the batch and then select the Procedure asSFC button The batch stops processing when it reaches the XFR_OUT 1 phase Tip...
Страница 81: ...w current resource allocation information acquire available resources and release operator owned resources Notice again that this phase is owned by the operator In this window the operator can acquire...
Страница 82: ...ext below the lights for the failed phase The Next button is enabled if the unit contains more phases than can display in the area The Previous button is enabled after selecting the Next button Below...
Страница 83: ...ctoryTalkBatch View window 3 Select Cancel to close the System Configuration and Defaults dialog box without saving any changes Use the following instructions to exit FactoryTalkBatch View To exit the...
Страница 84: ...ed unacknowledged prompts Viewed and sorted an event journal Controlled a phase manually Resolved an arbitration issue Viewed the system configuration for the FactoryTalk Batch View This chapter provi...
Страница 85: ...BatchHistoryEx database Configure FactoryTalk Event Archiver to archive data to the database in either of two ways End of Batch Incremental With End of Batch archiving FactoryTalk Event Archiver inse...
Страница 86: ...ORITY process If the system is busy higher priority functions supersede FactoryTalk Event Archiver slowing the archiving process FactoryTalk Event Archiver is a Windows service that archives events fr...
Страница 87: ...the batch has been removed from the batch list a tab and the word REMOVED follows the file name End of Batch Archiving When a batch is removed from the batch list the FactoryTalk Batch Server sends a...
Страница 88: ...rned about the system architecture of the FactoryTalk Event Archiver This chapter provided a brief overview of the capabilities of the FactoryTalk Event Archiver See the FactoryTalk Event Archiver Use...
Страница 89: ...Batch release notes for the currently supported version Use the ActiveX Controls to create command and remove control recipes from the Batch List acknowledge operator prompts view running control reci...
Страница 90: ...cipe outside of the FactoryTalk Batch View The control recipe displays in the ControlRecipeList until it is removed by the operator even if the control itself is closed or the FactoryTalk Batch Server...
Страница 91: ...the ControlRecipeList is used to create and command a batch The ControlRecipeList ActiveX control can be opened in several different ways Use Windows Explorer to open the control Create a shortcut for...
Страница 92: ...s not clicked Like the Unacknowledged Prompts window within the FactoryTalk Batch View the PromptsList control is used to acknowledge any prompts generated while running a batch Unacknowledged prompts...
Страница 93: ...tions in the same way regardless of the container in which it is placed and still allows an operator to recognize and respond to any pending Signatures in the SignatureList The SignatureList control i...
Страница 94: ...ing the ProcedureView control In addition to viewing a current control recipe the control also allows operators to command control recipes perform manual binding perform active step changes and change...
Страница 95: ...log in the View Security and to command and view control recipes that have been added to the Batch List The available items on the shortcut menu are specific to the recipe step or step transition tha...
Страница 96: ...erView control You can also configure the behavior of the TimerView control through the control s property pages during design time During run time you will have the ability to change the setpoint val...
Страница 97: ...r However the control functions in the same way regardless of the container in which it is placed In this section you learned about the following ActiveX Controls ControlRecipeList Control PromptsList...
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Страница 99: ...can be accessed directly from within Visual Basic Access or any other Microsoft compatible control container See the FactoryTalkBatch PC Based Phase Programmer s Technical Reference for more informati...
Страница 100: ...ect the server to prompt the operator wait for results and have the FactoryTalk Batch Server store the result in the electronic batch record The recipe will only proceed if the result is within the ap...
Страница 101: ...l which stores the value in the electronic batch record While the phase is executing an activity log file is updated with process events In Step 4 control is returned to the recipe and it continues pr...
Страница 102: ...ion you Learned about the execution of PC based phases This chapter provided a brief overview of the capabilities of PC based phases See the FactoryTalkBatch PC Based Phase Programmer Technical Refere...
Страница 103: ...ransition action An Action is a queued Execute command to the FactoryTalk Batch Server that is pending one or more Signature completions prior to being performed action ID A 32 bit unsigned integer th...
Страница 104: ...h recipes Only one process can be used at a time Using signature certification the approvals process for a recipe safeguards design workflow in a formalized manner This ensures each recipe is validate...
Страница 105: ...for a finite period of time to process finite quantities of input material to produce finished product batch process A process that leads to the production of finite quantities of material by subject...
Страница 106: ...candidates for the unit requirement binding requirement expression A Binding Requirement Expression as defined within the Equipment Editor evaluates to either a TRUE or FALSE value An example would be...
Страница 107: ...the beginning of the Stopping Resetting Pending process and is awaiting good communications and a RESTART command before re initiating the firing process committed Committed is a possible state of the...
Страница 108: ...level recipe retrieved when using the Find Recipe References option coordination control A type of control that directs initiates or modifies the execution of the procedural control and the utilizatio...
Страница 109: ...allocation is enabled downstream unit requirements may be defined for class based and instance based unit procedures Downstream unit requirements are used to control batch flow and to make sure that...
Страница 110: ...ound to the recipe at runtime exception handling Those functions that deal with facility or process contingencies and other exception conditions exclusive use resource A common resource that can only...
Страница 111: ...the process of binding one or more of the following steps 3 Committed The transition is committed to the firing process but is not proceeding due to either a HELD state or the parent procedure being...
Страница 112: ...when the batch is run global binding requirement A Global Binding Requirement is defined within the Equipment Editor for an area model and is automatically applied to every unit requirement within a...
Страница 113: ...p The logical start of a sequential function chart SFC input parameter A parameter holding a value designed to specify how a sequence or procedure is to execute instance based recipe Recipe that uses...
Страница 114: ...ng Not Firing is a possible state of the Firing attribute of a transition When the transition is in the Not Firing state it is not in the process of firing and not committed to the firing process null...
Страница 115: ...ommunicating with process connected devices PCDs operation operation level The operation segment of a recipe A procedural element defining an independent processing activity consisting of the algorith...
Страница 116: ...ment in a facility PLC Programmable Logic Controller A control device Logic programs contained in the PLC read or write to the inputs or outputs of the field devices Referred to as the process connect...
Страница 117: ...nsition is in the Paused state it s expression has evaluated to TRUE and it is ready to fire It is suspended the firing process due to the parent procedure being in SEMI AUTO mode It is awaiting eithe...
Страница 118: ...ional a two step Expedited Approval process is available procedure procedure level The procedure segment of a recipe such as the strategy for accomplishing a process Procedure level is a general term...
Страница 119: ...results in a chemical or physical change in the material being processed and that is defined without consideration of the actual target equipment configuration providers System components that provid...
Страница 120: ...ty that includes creating editing storing and retrieving general site and master recipes recipe parameter A parameter specific to a recipe A parameter can be used to pass values from one level of a re...
Страница 121: ...ence recipe The operation or unit procedure referenced in container recipes searched when using the Find Recipe References option release Function in the arbitration process that allows the operator t...
Страница 122: ...s current value and store that value until the phase is reset report parameter A value specific to a phase It is a value that is passed from the process connected device PCD to the FactoryTalkBatch Se...
Страница 123: ...rce resource A general term for equipment including process cells units phases and shared control modules scalable Located in the Recipe formula parameter list this field indicates if the parameter is...
Страница 124: ...system function but that does not include a graphic user interface Services often include an application programming interface that can be called by other processes and remotely from other computer n...
Страница 125: ...condition of equipment or a procedural element at a given time static binding A binding method where a step or set of steps is bound to equipment when the recipe is built in the FactoryTalkBatch Recip...
Страница 126: ...e the transition designates the criteria that must be met before the recipe continues to its next logical step unacknowledged prompt parameter A step parameter directed to prompt the operator for data...
Страница 127: ...od An algorithm specified in the equipment editor associated with each parameter or report parameter The algorithm specifies what set of limits are used for each parameter For example High High High L...
Страница 128: ...n command in the FactoryTalk Batch Recipe Editor See also WIP work in progress recipeand Obsoleterecipe view The recipe execution application of the FactoryTalk Batch components The FactoryTalkBatch V...
Страница 129: ...72 preference 103 requirement 103 unit 72 binding requirement expression 103 global 103 BPC batch procedure level 55 build area model 37 C communication Batch Server 65 data server 65 configure equipm...
Страница 130: ...4 Phase Simulator 34 start 34 phase summary 79 preference binding 103 ProcedureView interface 94 open 95 table view interface 94 process connected device PCD 37 prompts 91 unacknowledged 74 PromptsLis...
Страница 131: ...r 37 Phase Simulator 34 Recipe Editor 52 step formula values 58 T tag view 43 template add 44 TimerView open 96 TimerView control 96 U unacknowledged prompts 74 91 acknowledge 77 unit binding 72 unit...
Страница 132: ...t Knowledgebase Access Knowledgebase articles rok auto knowledgebase Local Technical Support Phone Numbers Locate the telephone number for your country rok auto phonesupport Literature Library Find in...
