Factorytalk Batch Components Installation and Upgrade Guide

FactoryTalk Batch Components
Installation and Upgrade Guide

FactoryTalk Batch Components 14.00
Rockwell Automation Publication BATCH-IN002C-EN-D - October 2020

Supersedes Publication BATCH-IN002B-EN-D - November 2018
Installation and Upgrade Guide Original Instructions

FactoryTalk Batch Components Installation and Upgrade Guide
Important User Information

Read this document and the documents listed in the additional resources section about installation, configuration, and
operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize
themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to
be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be
impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use
or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for
actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software
described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is
prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to
personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.
Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT Identifies information that is critical for successful application and understanding of the product.
Labels may also be on or inside the equipment to provide specific precautions.

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
temperatures.
ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash
will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and
for Personal Protective Equipment (PPE).
2
Table of Contents
Preface About this manual 7
Legal Notices 7
Additional resources 8
Chapter 1
FactoryTalk Batch system Server placement guidelines 14
overview FactoryTalk Batch View 14
Installation information about FactoryTalk Batch View 15
System requirements and supported software overview 15
Select installation instructions for each computer 18
Chapter 2
Pre-installation administrative Obtain administrator privileges on target computer 21
tasks Prepare the operating system 21
Windows configuration requirements 22
Configure the Windows Server operating system 22
Configure the Windows desktop operating system 23
DEP settings 24
Create users and user groups 24
Update Windows Firewall settings 25
Windows Firewall exceptions 26
Configure the Remote Registry service 27
Set the system date and time 27
Prepare the SQL Server installation 27
Install Reporting Services for SQL Server 2017 28
Configure Reporting Services for SQL Server 2012 or SQL Server
2014 29
Configure SQL Server 2016 for reporting services 30
Configure Reporting Services for SQL Server 2017 31
Configure Windows Firewall for FactoryTalk Event Archiver 32
Chapter 3
Install FactoryTalk Batch Install the FactoryTalk Batch components 36
Server, FactoryTalk eProcedure FactoryTalk Updater 39
Modify an installation 39
Server, and FactoryTalk Event
Post-installation tasks for FactoryTalk Batch components 40
Archiver Configure the FactoryTalk network directory 41
Configure SQL Server 2017 to enable FactoryTalk Event Archiver
with Reporting Services 41
3
Table of Contents
Configure SQL Server 2014 or SQL Server 2016 to enable

FactoryTalk Event Archiver with Reporting Services 43
Configure SQL Server 2012 to enable FactoryTalk Event Archiver
with Reporting Services 43
Grant access to the FactoryTalk Batch directory on the SQL Server
computer 44
Add a server to the FactoryTalk Batch system 44
Event log settings 45
Create a shared directory 45
Define redundant servers (optional) 46
Configure server options 47
Set security on logs and journals folders 48
Configure browser compatibility view settings 49
Chapter 4
Install FactoryTalk Batch Client Install the FactoryTalk Batch Client 52
components
Chapter 5
Install FactoryTalk Batch Install the FactoryTalk Batch Material Manager Server 54
Material Manager Server Post-installation for FactoryTalk Batch Material Manager Server 55
Identify the material database 55
components
Chapter 6
Install FactoryTalk Batch Install the FactoryTalk Batch Material Manager Client components 57
Material Manager Client
components Chapter 7
FactoryTalk Activation Cumulative unit licensing 60
Chapter 8
Upgrade FactoryTalk Batch Pre-upgrade tasks for FactoryTalk Batch 61
Allow the Message Queue to clear for FactoryTalk Batch Material
Manager 62
Export XML or RDB recipes to binary 62
Back up files 62
Uninstall a previous version of FactoryTalk Batch 64
Upgrade the FactoryTalk Batch components 64
Post-upgrade tasks 65
Restore backup files 65
Migrate area models from FactoryTalk Batch version 13.00 or
13.00.02 67
Migrate recipes from FactoryTalk Batch version 13.00 or 13.00.02 67
4
Table of Contents
Convert binary recipes to XML or RDB 68

Convert migrated recipes back to XML format 68
Convert migrated recipes back to RDB format 69
Configure recipe storage 69
Chapter 9
Troubleshoot FactoryTalk Batch Manually configure the Windows Firewall 71
installation or upgrade Define or reset a disabled FactoryTalk Administrator account 72
Communication with FactoryTalk Batch Server times out 72
Configure Internet Explorer security settings for Trusted Sites 73
Internet Explorer intranet zone 73
Run as Administrator on eProcedure Client on Windows Server
operating systems 73
Manually recreate the masterrecipes database 74
Appendix A
Use FactoryTalk Batch with a Windows Workgroup 75
Windows Workgroup Create Windows accounts 75
Add an incoming firewall rule 75
Disable Administrative Approval Mode 76
Appendix B
Install FactoryTalk eProcedure Install the FactoryTalk eProcedure Client 78
Client components Post-FactoryTalk eProcedure Client component installation 79
Set the Internet Explorer home page for FactoryTalk eProcedure
Clients 79
Configure Internet Explorer to view FactoryTalk eProcedure
pages 79
Configure Internet Explorer compatibility view settings 80
Select Windows theme in Windows 7 81
Appendix C
Uninstall FactoryTalk Batch Uninstall the FactoryTalk Batch system 83
version 14.00 Uninstall the FactoryTalk Batch components 83
Uninstall FactoryTalk Batch Material Manager 84
Delete the default directories 84
Delete databases 85
Index
5
Preface
About this manual This guide provides information and procedures for installing and upgrading
a FactoryTalk® Batch system, which includes:
• FactoryTalk Batch
• FactoryTalk eProcedure®
• FactoryTalk® Event Archiver Database, with Batch Reports and
Database Management Tool
• FactoryTalk Batch Material Manager
• FactoryTalk® Batch View
This guide is organized into a conceptual overview of a FactoryTalk Batch
system that includes information about pre-installation administrative tasks,
followed by installation and post-installation procedures for the different
system components.
Readers should be familiar with installing Windows applications and
configuring operating system options.
Before starting installation or upgrade of FactoryTalk Batch components,

review FactoryTalk Batch release notes and product compatibility information
at the Product Compatibility and Download Center (PCDC).
Legal Notices Rockwell Automation publishes legal notices, such as privacy policies, license
agreements, trademark disclosures, and other terms and conditions on the
Legal Notices page of the Rockwell Automation website.
End User License Agreement (EULA)

You can view the Rockwell Automation End User License Agreement (EULA)
by opening the license.rtf file located in your product's install folder on your
hard drive.
The default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\license.rtf
Open Source Software Licenses

The software included in this product contains copyrighted software that is
licensed under one or more open source licenses.
You can view a full list of all open source software used in this product and
their corresponding licenses by opening the oss_license.txt file located your
product's OPENSOURCE folder on your hard drive. This file is divided into
these sections:
7
Preface
• Components
Includes the name of the open source component, its version number,
and the type of license.
• Copyright Text
Includes the name of the open source component, its version number,
and the copyright declaration.
• Licenses
Includes the name of the license, the list of open source components
citing the license, and the terms of the license.
The default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\Help\<product

name>\Release Notes\OPENSOURCE\oss_licenses.txt
You may obtain Corresponding Source code for open source packages
included in this product from their respective project web site(s).
Alternatively, you may obtain complete Corresponding Source code by
contacting Rockwell Automation via the Contact form on the Rockwell
Automation website: http://www.rockwellautomation.com/global/about-
us/contact/contact.page. Please include "Open Source" as part of the request
text.
Additional resources Following is a comprehensive list of documentation for the FactoryTalk®

Batch products from Rockwell Automation.
Installation, Quick Start, and Getting Results Guides

Resource Description
FactoryTalk Batch Components Installation and Provides information and procedures for FactoryTalk
Upgrade Guide Batch system installation. Includes information for
(BATCH-IN002) FactoryTalk Batch Material Manager, FactoryTalk Event
Archiver, and associated FactoryTalk Batch Client and
Server components.
FactoryTalk Batch View Quick Start Guide Provides information about using FactoryTalk Batch View
(FTBVS-QS001) to create, view, and command control recipes,
acknowledge prompts and signatures, view equipment
phases and diagnostic information, and view profile
information.
FactoryTalk Batch View HMI Controls Quick Start Provides a general overview of FactoryTalk Batch View
Guide HMI Controls.
(BATCH-QS001D)
FactoryTalk Batch eProcedure® Getting Results Explains the basics of FactoryTalk Batch eProcedure.
Guide
(BWEPRO-GR011)
FactoryTalk Batch Getting Results Guide Introduces the basics of automated batch manufacturing
(BATCH-GR011) and the FactoryTalk Batch product components.
8
Preface
FactoryTalk Batch Material Manager Getting Introduces the basics of FactoryTalk Batch Material
Results Guide Manager.
(BWMTR-GR011)
User Guides
FactoryTalk Batch ActiveX Controls User Guide Provides information and instructions for using the
(BATCH-UM013) FactoryTalk Batch ActiveX Custom Controls.
FactoryTalk Batch Material Editor User Guide Provides access to information and procedural
(BWMTR-UM001) instructions required to configure materials and the
containers to hold them. The material data is stored in the
material database, which is used to create material-
based recipes. This information is intended as a
reference for the formulator.
FactoryTalk Batch Equipment Editor User Guide Provides information on creating and maintaining an
(BATCH-UM004) equipment database (area model). The area model is
stored in a file with a .cfg file extension and is available
to all other FactoryTalk Batch programs, including the
Recipe Editor, View, and Phase Simulator.
FactoryTalk Batch PhaseManager™ User Guide Describes the integration of the FactoryTalk Batch
(BATCHX-UM011) software with the Studio 5000 Logix Designer®
application and the Logix 5000™ family of controllers.
The integration simplifies the configuration and
maintenance of the FactoryTalk Batch automation
system, provides better communication between the
FactoryTalk Batch Server and the Logix 5000 controller,
and significantly reduces the programming effort
required to develop the phase logic code that resides in
your Logix 5000 controller.
FactoryTalk Batch Recipe Editor User Guide Provides instructions on using FactoryTalk Batch Recipe
(BATCH-UM006) Editor to create and configure master recipes for use in
batch automation. The interface is based on IEC 61131-3
sequential function charts to graphically organize recipes
into procedures, unit procedures, operations, and phases.
Build recipes using either the SFC format or a table-based
format.
FactoryTalk Batch View HMI Controls User Manual Provides details about using FactoryTalk Batch View HMI
(FTBVS-UM003) Controls to monitor and interact with the production
process within a FactoryTalk View SE Display Client.
FactoryTalk Batch View User Manual Provides information and procedural instructions for
(FTBVS-UM002) using FactoryTalk Batch View in a modern and intuitive
portal into a comprehensive batching solution for
effective operations, leveraging its own web server using
HTML5 technology to provide native connectivity into a
FactoryTalk Batch Server.
FactoryTalk eProcedure Client User Guide Provides information and procedural instructions
(BWEPRO-UM001) required to create and command batches using the
FactoryTalk eProcedure Client, and can be used as a
reference information by the operator.
9
Preface
FactoryTalk Event Archiver User Guide (BATCH- Provides information and instructions specific to the
UM012) FactoryTalk Event Archiver. Intended for use by the
system administrator and production supervisor.
FactoryTalk Batch View User Guide (legacy) Provides information and instructions on how to use
(FTBVS-UM001) FactoryTalk Batch View to initiate and execute
FactoryTalk Batch automation processing. FactoryTalk
Batch View secured objects are located in the FactoryTalk
Diagnostics and are modified using the FactoryTalk
Administration Console. A system administrator can
customize FactoryTalk Batch View security to meet the
needs of the facility. FactoryTalk Batch View is used in
conjunction with a Human-Machine Interface (HMI).
Administrator Guides
FactoryTalk Batch Administrator Guide Provides instructions for configuring security and
(BATCH-UM003) services, and implementation and use of components not
typically accessed or used by batch operators, such as
the FactoryTalk Batch Server.
FactoryTalk Batch eProcedure Administrator Guide Provides procedures specific to FactoryTalk Batch
(BWEPRO-UM011) eProcedure, such as implementing security and
configuring the user-defined area Active Server Page.
Included are instructions for tasks specific to FactoryTalk
Batch, such as configuring security and services to
support FactoryTalk Batch eProcedure. Provides
instructions on the implementation and use of
components not typically accessed or used by batch
operators, such as the FactoryTalk Batch Server.
FactoryTalk Batch Material Manager Administrator Provides information and instructions specific to
Guide FactoryTalk Batch Material Manager. Intended for use by
(BWEPRO-UM011) the system administrator and database administrator.
Reference Guides
FactoryTalk Batch ActiveX Controls Library Provides reference information and procedural
Reference Guide instructions for the FactoryTalk Batch ActiveX Custom
(BATCH-RM001) Controls.
FactoryTalk Batch Material Server API Technical Provides access to information regarding the interface
Reference between the FactoryTalk Batch Material Server and the
(BWMTR-RM001) FactoryTalk Batch Material Editor and FactoryTalk Batch.
It is intended to be used as a reference information by
those who want to develop custom interfaces.
FactoryTalk Batch PCD Programming Reference Provides information and instructions about the
Manual FactoryTalk Batch PCD interface design. It is intended to
(BATCH-RM004) be used as a reference guide.
10
Preface
FactoryTalk Batch Server API Reference Manual Provides information regarding the interface between the
(BATCH-RM003) FactoryTalk Batch Server and FactoryTalk Batch View —
the Server Application Programming Interface (API). It is
intended to be used as a reference guide by those who
want to develop custom interfaces.
FactoryTalk Batch System Files Reference Manual Provides the technical information for configuration and
(BATCH-RM005) maintenance of a FactoryTalk Batch system. It can be
used as a reference information for implementation
engineers and the system administrator.
FactoryTalk Batch eProcedure Instruction File Includes information about the building of instruction
Design Reference Manual files for use in equipment database creation and recipe
(BWEPRO-RM001) development. This information is intended to be used as a
reference by the instruction file author.
View or download publications at

http://www.rockwellautomation.com/literature. To order paper copies of
technical documentation, contact your local Allen-Bradley® distributor or
sales representative.
11
Chapter 1
FactoryTalk Batch system overview
FactoryTalk Batch components are configurable products that help define,

manage, monitor, and control manufacturing at local or remote sites. A
typical FactoryTalk Batch architecture consists of one or more computers on a
single network; there can be up to ten FactoryTalk Batch servers in a
FactoryTalk Batch system that includes Material Manager. Review the
application release notes, manuals, installation information for the
FactoryTalk Batch components planned for your architecture before setting
up the FactoryTalk Batch system.
This diagram illustrates an example of a FactoryTalk Batch network.
Site Level eProcedure Clients

FactoryTalk Batch Material Manager FactoryTalk Batch Server, eProcedure Server, and
Clients FactoryTalk Batch View Server
FactoryTalk Batch Material Server FactoryTalk Batch Server connects to SQL Server
for Master Recipe Storage
SQL Server FactoryTalk Batch Clients
FactoryTalk Batch Clients Proprietary Network
TCP/IP Process-Connected Device (PCD)
Plant Floor FactoryTalk Event Archiver Database
13
Chapter 1 FactoryTalk Batch system overview
Server placement Use these guidelines to decide where to place FactoryTalk Batch system
servers on the network:
guidelines
• Install the eProcedure Server and the FactoryTalk Batch Server on the
same computer.
Tip: The FactoryTalk Batch View Server is installed automatically with the
FactoryTalk Batch Server.
• Install the FactoryTalk Batch Material Manager Server on a computer
with SQL Server.
• Do not install the FactoryTalk Batch Material Manager Server on the
same computer as the FactoryTalk Batch Server.
• A maximum of ten FactoryTalk Batch Servers can exist in a FactoryTalk
Batch network that includes FactoryTalk Batch Material Manager
Server.
• Install the FactoryTalk Event Archiver Database and Management Tool
on a computer with SQL Server.
• For best performance, install the FactoryTalk Event Archiver Database
and Management Tool on a different computer than the FactoryTalk
Batch Server.
FactoryTalk Batch View FactoryTalk Batch View is a modern, browser-based interface that allows you
to initiate and control the batch process anywhere there is an internet
connection. The FactoryTalk Batch View interface adapts across smartphones,
such as iOS and Android, to tablets and PCs. Users can access real-time
information and interact with their process from the plant floor to the
production office.
FactoryTalk Batch View is well-suited for large industrial facilities that have
workstation infrastructure limitations and require multiple access points
across the plant. With personalized user profiles that are tailored to the user,
such as language switching options, workers at different levels of the
organization can stay mobile yet connected to their process operations.
Key capabilities of the solution include:
• A modern web interface offers adaptation to new or existing platforms
and environments with backward compatibility to previous versions of
FactoryTalk Batch software; single-server architecture allows for new
features and functions to be added with minimal impact to operations.
• Information-enabled and secure. Uses common system security
policies for access control similar to any workstation, as a node on the
plant network.
• Interfaces support multiple mobile devices and are easily integrated
with HMI screens onto workstations.
14
Installation information The FactoryTalk Batch View Server is installed automatically with the
FactoryTalk Batch Server. The FactoryTalk Batch View web client does not
about FactoryTalk Batch require any additional installation.
View Tip: FactoryTalk Batch View performs best with Chromium-based
browsers such as Google Chrome or Microsoft Edge.
If you are using a FactoryTalk View SE Display Client, install the FactoryTalk®
Batch View HMI controls to provide an interface that allows users to monitor
and interact with the production process. The FactoryTalk Batch View HMI
controls consist of:
• BatchesList control: Creates control recipes, displays current control

recipes, and commands a control recipe. In FactoryTalk View SE, maps
to BatchViewHMI.BatchesList in the Insert an ActiveX Control dialog
box and the Property Panel.
• PromptsList control: Displays a list of prompts that are waiting to be
acknowledged, a list of electronic signatures associated with a batch
that are waiting for signoff, and instructions waiting to be
acknowledged. In FactoryTalk View SE, maps to
BatchViewHMI.PromptsList in the Insert an ActiveX Control dialog
box and the Property Panel.
• SFC control: Enables the ability to command batches during
FactoryTalk View SE run-time on the Details and Summary pages of
the SFC. In FactoryTalk View SE, maps to BatchViewHMI.SFC in the
Insert an ActiveX Control dialog box and the Property Panel.
• Full control: Accesses the entire FactoryTalk Batch View site. In
FactoryTalk View SE, maps to BatchViewHMI.FullView in the Insert
an ActiveX Control dialog box and the Property Panel.
For more information about FactoryTalk Batch View, see the FactoryTalk
Batch View online help.
System requirements and Review these minimum and recommended system requirements for
installing, configuring, and running FactoryTalk Batch components. Unless
supported software noted these requirements assume that no other applications are installed on
overview the computer. Preferred operating systems and software applications are
prioritized for support, testing, and post-release patch qualifications.
Hardware requirements
• Server requirements
• 8 GB of RAM memory
• 100 GB free hard disk space
• Intel® Core™ i5 standard power processor or greater
• Client requirements
15
• 4 GB of RAM memory
• 30 GB free hard disk space
• Intel Core i5 standard power processor or greater
Supported operating systems

• Windows Server®
• Windows Server 2019 Standard Edition (preferred)
• Windows Server 2016 Standard Edition (preferred)
• Windows Server 2019 DataCenter Edition
• Windows Server 2016 DataCenter Edition
• Windows Server 2012 R2 Standard Edition or DataCenter
• Windows Server 2012 Standard Edition or DataCenter
• Windows®
• Windows 10 Professional (64-bit) Build 1909 or later (preferred)
• Windows 10 Enterprise (64-bit) Build 1909 or later
Supported database applications

(for storing recipes, materials, reports, and journal archives)
• SQL Server®
• SQL Server 2019 (English version only)
• SQL Server 2017 (English version only)
• SQL Server 2016 Service Pack 1 (English version only)
• SQL Server 2014 Service Pack 3 (32-bit and 64-bit, English version
only)
• SQL Server 2012 Service Pack 4 (32-bit and 64-bit, English version
only)
Web browsers
(for eProcedure Client only)
• Internet Explorer® 11(32-bit)
(for FactoryTalk Batch View only)
• Google® Chrome™ browser (preferred)
• Microsoft Edge™ based on Chromium version: 80.0.361.50 or higher
• Apple® Safari®
• Firefox®
16
Logix firmware requirements

(for FactoryTalk Batch only)
• Firmware version 18 or later on ControlLogix 5570 and CompactLogix

5370 family of controllers – for integration of PhaseManager with
FactoryTalk Batch
• Firmware version 32 or later on ControlLogix 5580 and CompactLogix
5380 family of controllers – for integration of PhaseManager with
FactoryTalk Batch
• Firmware version 29 or later - for integration of SequenceManager
with FactoryTalk Batch
Logix Designer requirements

(for FactoryTalk Batch only)
• Logix Designer version 18 or later - for synchronization of
PhaseManager with FactoryTalk Batch Equipment Editor
FactoryTalk View SE requirements

(for integration of FactoryTalk Batch View HMI Controls and legacy
FactoryTalk Batch ActiveX controls only)
• FactoryTalk View SE version 12.0 (preferred)
• FactoryTalk View SE version 11.0
FactoryTalk Services requirements

• FactoryTalk Services Platform version 6.20 (CPR 9 SR 12) or later
• FactoryTalk Linx version 6.20 (CPR 9 SR 12) or later
• FactoryTalk Activation Manager version 4.04 or later
Rockwell Automation Test Environment

Rockwell Automation tests software products under a standard configuration
of operating systems and antivirus software. For additional information see
the Knowledgebase Document ID: PN24 - Rockwell Software Products and
Antivirus Software.
17
Warranty
The warranty does not cover systems that do not meet the minimum
requirements for the version of software.
IMPORTANT FactoryTalk Batch components for version 14.00 support only the U.S. English
versions of operating systems. For more information about supported operating
systems and other Rockwell Software product version support, refer to the Product
Compatibility and Download Center (PCDC).
• The FactoryTalk Batch Server computer cannot be configured as a:

• Domain controller
• DHCP server
• WINS server
• RAS server
• DNS server
• Master Browser
• The FactoryTalk Batch Server computer does not support replication.
• Install FactoryTalk Batch software on an NTFS formatted hard drive,
as Windows security features are available only for drives formatted to
use NTFS.
• Warranty does not cover systems with modified DCOM configuration
settings. Configuring settings using DCOMCNFG may stop the
FactoryTalk Batch Server and prevent the FactoryTalk Batch Service
Manager from functioning correctly.
IMPORTANT FactoryTalk Batch version 14.00 components do not support touch screen
technology.
Select installation After completing the pre-installation administrative tasks, follow the
instructions for each installation instructions for each computer in the system, or repeat the
installation instructions for several computers based on your FactoryTalk
computer Batch system configuration. For example, if the FactoryTalk Batch system
includes a FactoryTalk Batch Server and several FactoryTalk Batch Clients,
determine which components to install on each computer. Each set of
installation instructions includes a checklist of all related tasks and specific
post-installation tasks for the component.
• Install FactoryTalk Batch Server, FactoryTalk eProcedure Server, and
FactoryTalk Event Archiver on page 35
• Install FactoryTalk Batch Client components on page 51
• Install FactoryTalk Batch Material Manager Server components on
page 53
• Install FactoryTalk Batch Material Manager Client components on
page 57
• Install eProcedure Client components on page 77
18
If you are upgrading your system from a previous version of FactoryTalk
Batch use the Upgrade FactoryTalk Batch instructions.
19
Chapter 2
Pre-installation administrative tasks
This section describes administrative tasks to perform before installing

FactoryTalk Batch components. Tasks include:
• Obtain administrator privileges on target computer on page 21
• Prepare the operating system on page 21
• Create users and user groups on page 24
• Update Windows Firewall settings on page 25
• Configure the Remote Registry service on page 27
• Set the system date and time on page 27
• Prepare the SQL Server installation on page 27
Obtain administrator To install each of these software applications on the target computer, you
must be logged onto the computer using an account that has administrator
privileges on target privileges on the computer and that has been granted permission to create
computer databases, stored procedures, and logins on SQL Server.
• FactoryTalk Batch Server
• FactoryTalk Batch Client
• FactoryTalk Event Archiver
• FactoryTalk eProcedure Server
• FactoryTalk eProcedure Client
• FactoryTalk Batch Material Manager Server
• FactoryTalk Batch Material Manager Client
Before starting the installation procedure close any open applications.
Prepare the operating Before installing FactoryTalk Batch Server, FactoryTalk Material Manager
Server, or FactoryTalk eProcedure Server components make sure that the
system operating system for the target computer is properly configured.
Server operating systems and desktop operating systems have different
configuration requirements.
Pre-installation configuration task include:
• Configure the Windows Server operating system

• Configure the Windows desktop operating system
21
Chapter 2 Pre-installation administrative tasks
Windows configuration If setting up new computers for the FactoryTalk Batch system, install the
operating system using the default settings. Then configure the operating
requirements system as described for the components.
Tip: All supported operating systems are tested and warrantied for
FactoryTalk Batch version 14.00.
Configure the Windows Configure the Windows Server operating system features to support
FactoryTalk Batch Server, FactoryTalk Batch Material Manager Server, or
Server operating system FactoryTalk eProcedure Server.
Tip: FactoryTalk Batch Server does not require any additional configuration of Windows Server 2016
or 2019.
To configure the Windows Server operating system

1. If installing FactoryTalk Batch Server enable the required server
features:
• In Server Manager, select Add Roles and Features.
• In Add Roles and Features Wizard, select Next.
• For Installation Type, select Role-based or feature-based
installation.
• For Server Selection, choose Select a server from the server pool,
and then choose the appropriate server from the Server Pool list
and then select Next.
• (Windows Server 2012) For Server Roles, select Application Server.
2. If installing FactoryTalk Batch Material Manager Server go to
Features, and select Message Queuing.
3. If installing FactoryTalk eProcedure Server, enable these additional
settings under Web Server (IIS) > Role Services.
• IIS6 Management Compatibility
• IIS6 Metabase compatibility
• IIS6 Management Console
• Web Server > Application Development:
• For Windows Server 2012:
• ASP
• ASP.NET 3.5
• ASP.NET 4.5
• For Windows Server 2016 or Windows Server 2019
• ASP
• ASP .NET 3.5
• ASP .NET 4.7
• Web Server
22
• Common HTTP Features
IMPORTANT Enabling some features automatically selects new required
additional features and updates the feature list accordingly.
Select Add Feature to accept the default selections for these
options.
4. Verify the selections, and then select Install.

5. When the installation process is complete, select Close.
Configure the Windows Perform this procedure to configure the Windows desktop operating system
for the FactoryTalk Batch Material Manager Server, and FactoryTalk
desktop operating system eProcedure Server. Use the Turn Windows features on or off control panel
item for this configuration process.
Tip: FactoryTalk Batch Server and Client components do not require any additional configuration
for Windows desktop operating systems.
To configure Windows desktop operating system

1. On the computer where the FactoryTalk Batch Material Manager
Server or FactoryTalk eProcedure Server will be installed, select
Control Panel > Programs > Turn Windows features on or off.
Windows Features opens.
Tip: In Windows Features the box next to the feature name represents
the installation status of the feature:
• A checkmark represents a fully installed feature.
• A black square represents an installed feature with optional features
that are not enabled.
• Empty boxes represent uninstalled features.
2. If installing FactoryTalk Batch Material Manager Server select
Microsoft Message Queue (MSMQ) Server. Microsoft Message Queue
(MSMQ) Server Core is selected by default.
3. If installing FactoryTalk Batch eProcedure Server select these features:
• Internet Information Services
• Web Management Tools
• IIS 6 Management Compatibility
- IIS 6 Management Console
- IIS 6 Metabase and IIS 6 configuration compatibility
• IIS Management Console
• Internet Information Services > World Wide Web Services
• Application Development Features
-.Net Extensibility 3.5
-.Net Extensibility 4.6
-ASP
-ASP .NET 3.5
23
-ASP .NET 4.6
-ISAPI Extensions
-ISAPI Filters
• Common HTTP Features
- Static Content
4. Select OK to enable the features and close the dialog box.
DEP settings Data Execution Prevention (DEP) uses hardware and software security
features to prevent the execution of malicious code in Windows operating
systems.
Rockwell Automation supports DEP OptIn and OptOut settings. For more
information, see Microsoft KB article 875352.
Create users and user Before installing FactoryTalk Batch, you must create at least one domain user
account that serves as the FactoryTalk Batch Server user account. If your
groups installation includes FactoryTalk Batch Material Manager Server you must
also create several domain user groups. When you run the installation
program you will need to provide the FactoryTalk Batch Server user account
and password for the FactoryTalk Batch Server and FactoryTalk Batch
Material Manager Server to run under.
FactoryTalk Batch users/user groups

The installation of the FactoryTalk Batch Server creates the Windows user
group batchsvr_group on the FactoryTalk Batch Server. This group is
automatically assigned all the user rights and default access permissions
required for the FactoryTalk Batch Server to function correctly.
The installation adds the FactoryTalk Batch Server user account to the
following:
• Administrators group
• batchsvr_group
• Batch COM+ Application
• FactoryTalk Batch Server service
• FactoryTalk Event Archiver service
• FactoryTalk eProcedure Server service (eProcedure Server installation)
The services for the FactoryTalk Batch Server, FactoryTalk Event Archiver,
FactoryTalk eProcedure Server, and the Batch COM+ Application require
identical user accounts to support the FactoryTalk Batch Server functionality.
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FactoryTalk Batch Material Manager user groups

For FactoryTalk Batch Material Manager, you must create these required
domain user groups.
Required domain user groups
• MTBatchServer
Add the FactoryTalk Batch user account under which the FactoryTalk
Batch Server service is running to the MTBatchServer group. This is
the group that the FactoryTalk Batch Server uses to access the material
database.
• MTGeneral
Required to use Material Editor.
• MTLotAuthor
Add any domain users that require the ability to add, edit, and delete
material lots in the Material Editor.
• MTMaterialAuthor
Add any domain users that require the ability to add, edit, and delete
materials and containers in the Material Editor.
• MTMaterialViewer
Add any domain users that require read-only access to materials and
containers in the Material Editor. The installation adds the five domain
groups and domain user account for the FactoryTalk Batch Material Manager
Server to the appropriate COM+ roles and/or local user groups. For more
information about security settings, see Security settings in the FactoryTalk
Batch Material Manager Administrator Guide.
Update Windows Firewall To allow the installation program to configure the firewall exceptions
automatically, enable the Windows Firewall Service prior to installation. The
settings installation program uses the Rockwell Software Windows Firewall
Configuration Utility to add the necessary exceptions.
IMPORTANT When managing the Windows Firewall settings externally, the installation program
cannot change the Windows Firewall settings.
The installation program updates Windows Firewall settings to allow these

applications to communicate through the firewall:
• FactoryTalk Event Archiver
• FactoryTalk eProcedure Server
• FactoryTalk eProcedure Client
• FactoryTalk Batch Material Manager Client
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Typically, Windows Firewall appears under Control Panel > System and
Security > Windows Firewall. For more information, see the Windows
operating system for the current installation.
Windows Firewall If the Windows Firewall is enabled when you install FactoryTalk Batch or
FactoryTalk eProcedure applications, the installation program adds the
exceptions following exceptions to the local computer:
Windows Firewall Exceptions
• batchsvr.exe (Batch server installs) • OPCEnum.exe
• batchvew.exe (Batch client installs) • Port 1433 TCP (SQL Server installs)
• DaClient.exe • Port 137 NetBIOS Name Service
• EventClientMultiplexer.exe • Port 135 TCP
• EventServer.exe • Port 80 TCP (FactoryTalk eProcedure Client installs)
• Flexsvr.exe • RDcyHost.exe
• FTCounterMonitor.exe • RnaDiagnosticsSrv.exe
• FTSPVStudio.exe • RnaDiagReceiver.exe
• FTSysDiagSvcHost.exe • RnaDirServer.exe
• iexplore.exe • RsvcHost.exe
• Imgrd.exe • VStudio.exe
• NmspHost.exe
If the Windows Firewall is enabled, and not externally controlled, the

Windows Firewall Configuration Utility runs automatically during
installation. If this utility does not run automatically, manually run it on each
computer in your FactoryTalk Batch system after installing servers or clients.
To manually run the FactoryTalk Windows Firewall Configuration Utility,
navigate to Start > Rockwell Software > Windows Firewall Configuration
Utility.
IMPORTANT If you are using a different firewall with your system, add equivalent exceptions to
enable communication through the firewall by the FactoryTalk Batch components.
26
Configure the Remote Remote Registry is enabled to support network synchronization of the
FactoryTalk Batch components across computer boundaries. Before installing
Registry service the FactoryTalk Batch Server or FactoryTalk Batch Material Manager Server
on any operating system, configure the Remote Registry service for automatic
startup.
To configure the Remote Registry service

1. Navigate to Control Panel > System and Security > Administrative
Tools. Double-click Services.
2. In the Services (Local) pane, right-click Remote Registry and select
Properties.
3. For Startup type, select Automatic.
4. Select OK.
Set the system date and Set the date and time on each computer on the FactoryTalk Batch network to
the same date and time.
time
IMPORTANT The dates and times for all computers on the network must match each other so that
events, journals, and logs in the FactoryTalk Batch system are properly synced.
Prepare the SQL Server These applications can use SQL Server:
installation • FactoryTalk Batch Server (to store recipes in RDB format)

• FactoryTalk Event Archiver (to archive batch event records and to use
Batch reports)
• FactoryTalk Batch Material Manager Server (to store materials for
recipes)
Install a supported version of SQL Server as listed in the System
requirements and supported software overview section and select these
features:
• Database Engine Services

• Reporting Services (if using FactoryTalk Event Archiver with Batch
reports)
IMPORTANT Configuration of SQL Server Reporting Services differs depending on the
version of SQL Server installed. Reporting Services for SQL Server 2017 are
installed separately.
Visit the Microsoft website (https://www.microsoft.com/en-us/sql-server/sql-

server-downloads) to get the latest supported version of SQL Server for the
FactoryTalk Batch system.
Consider these items when installing SQL Server for use with the FactoryTalk
Batch system:
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• Before starting the FactoryTalk Batch installation create a SQL Server
database login for the user that will performing the FactoryTalk Batch
installation. Make sure that the user account has been granted
dbcreator permissions in SQL Server. That permission is required to
create a database.
• The user installing FactoryTalk Batch Material Manager must have
Read and Write access to the SQL Server database.
• SQL Server can reside on the same computer as the FactoryTalk Batch
Server.
• If using a single SQL Server installation, install SQL Server on the
same computer where the FactoryTalk Batch Material Manager Server
will be installed.
• If using a single SQL Server installation for recipes, Batch reports, and
materials, use the default instance name (MSSQLSERVER). The
FactoryTalk Batch Material Manager Server supports only default
instances.
• Support for named instances:
• FactoryTalk Batch and the FactoryTalk Batch Material Manager
Server do not support named instances.
• FactoryTalk Event Archiver supports named instances.
• Add TCP Port 1433 as an exception in the Windows Firewall to store
recipes from FactoryTalk Batch Recipe Editor on a remote SQL Server.
• Install the FactoryTalk Event Archiver Management Tool on the same
computer as SQL Server.
For SQL Server installation instructions, see the SQL Server Installation Guide
on the Microsoft website.
Install Reporting Services If using SQL Server 2017 or SQL Server 2019 you must install the
corresponding SQL Server eporting Services to create FactoryTalk Batch
for SQL Server 2017 or report using FactoryTalk Event Archiver.
SQL Server 2019 You can download SQL Server 2017 Reporting Services and
SQL Server 2019 Reporting Services from the Microsoft web site.
To install Reporting Services

1. Go to the location where you downloaded Report Services. Right-click
SQLServerReportingServices.exe and select Run as administrator to
start the installer.
2. On the Welcome page, select Install Reporting Services.
3. In Choose an edition to install either select the Developer free edition
or enter your product key and then select Next.
4. Read and agree to the license terms and conditions and then select
Next.
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5. Select Next to install the report server only.
Reporting Services uses the Database Engine installed with SQL Server
to store the report server database.
6. In Specify an install location accept the default location for the report
server. Select Install to continue.
Tip: The default path is C:\Program Files\Microsoft SQL Server Reporting
Services.
7. If prompted to restart your computer, do so.
Configure Reporting Configure SQL Server Reporting Services so that FactoryTalk Event Archiver
can create FactoryTalk Batch reports.
Services for SQL Server
Tips:
2012 or SQL Server 2014 • Use this procedure if the "Install only" option was selected when
installing Reporting Services, or when modifying an existing SQL Server
installation to add the Reporting Services feature and the option to
configure reporting services was not selected.
• Use the same user account for installing FactoryTalk Batch and
FactoryTalk Event Archiver and configuring Reporting Services. If using
a different user account, the application might prompt repeatedly for
user credentials.
To configure Reporting Services for FactoryTalk Event Archiver

1. Locate and open the Reporting Services Configuration Manager.
2. In Reporting Services Configuration Connection, configure these
items:
• In Server Name, specify the name of the computer with the report
server instance.
• In Report Server Instance, select the default instance
(MSSQLSERVER) from the list.
• Select Connect.
3. In Reporting Services Configuration Manager, select Report Manager
URL.
Tip: If a message appears stating that Web Services have not been
assigned, select Web Service URL from the Connect pane, accept the
defaults, and click Apply before returning to this page.
4. Select the URLs link to open Home - Report Manager in a web

browser.
• For an inactive link, select Apply to activate the link.
• When accessing the Report Manager page for the first time,
warning messages might be displayed. To continue, select Close for
any warning.
29
Tip: Some configurations might require:
• An additional login to the site
• Starting the browser using the Run as administrator option
• Adding the Report Manager URL to the Local intranet zone if using
Internet Explorer with the Enhanced Security Configuration enabled.
5. In Home - Report Manager, select Folder Settings.
6. In Security, select New Role Assignment.
7. In New Role Assignment, in Group or user name, enter a group or a
user name to allow these users to run reports. Use the format
domain_name\account_name.
Tip: Make sure that the group or user specified is granted EXECUTE and INSERT
permissions to the BatchHistoryEX and ReportServer databases after installation is
complete.
8. Select the Role check box to select all of the roles.
9. Select OK. The new role displays on the SQL Server Security page.
Configure SQL Server 2016 If you are using SQL Server 2016 with FactoryTalk Batch the reporting
services configuration is slightly different than in previous versions
for reporting services
To configure Reporting Services for SQL Server 2016

1. In the Windows search bar, type Reporting Service Configuration
Manager and then select the app to open it.
2. In Reporting Services Configuration Connection, select the report
server instance to configure.
a. In Server Name, specify the name of the computer on which the
report server instance is installed.
b. In Report Server Instance, select the SQL Server Reporting
Services instance to configure.
Only report server instances for this version of SQL Server appear
in the list.
c. Click Connect. The Reporting Services Configuration Manager
opens.
3. On the left pane, select Web Portal URL.

4. In the Web Portal URL pane (on the right), select the URLs: link to
open SQL Server Reporting Services in a web browser.
If the link is not active, select Apply to activate the link.
IMPORTANT If this is the first time accessing the SQL Server Reporting
Services page, depending on your browser security settings,
you might receive several warning messages. To continue,
select Close or Add for each warning.
5. If prompted to log into Reporting Services log in as a user with

administrative permissions to the BatchHistoryEX and ReportServer
databases.
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6. In Home - SQL Server Reporting Services, select Manage folder.
7. In Security, select + Add group or user.
8. In New Role Assignment, for Group or user name enter the
domain\user name that was used when SQL Server was installed.
complete.
9. Select Role to select all of the roles.
10. Select OK. The new role is added to the list on the SQL Server
Reporting Services Security page.
Configure Reporting If you are using SQL Server 2017 with FactoryTalk Batch the reporting
services configuration is slightly different than in SQL Server 2016.
Services for SQL Server
Before you can install FactoryTalk Batch with FactoryTalk Event Archiver, you
2017 must configure the Web Service URL, database and Web Portal URL.
To configure Reporting Services for SQL Server 2017

1. In the Windows search bar, type Report Server Configuration
Manager and then select the app to open it.
2. In Report Server Configuration Connection, select the report server
instance to configure.
d. In Server Name, specify the name of the computer on which the
report server instance is installed.
e. In Report Server Instance, select the SQL Server Reporting
Services instance to configure.
Only report server instances for this version of SQL Server appear
in the list.
f. Click Connect. The Report Server Configuration Manager opens.
3. On the left pane, select Web Service URL.
Tip: FactoryTalk Diagnostics version 6.20 uses the same default port as SQL Server 2017
Reporting Services. If you are planning to run both applications on the same server,
configure a different port value for the Web Service URL.
4. Select Apply to accept the default values. Observe the Results pane. If
all tasks completed successfully, continue the configuration.
5. On the left pane, select Database.
6. Under Current Report Server Database, select Change Database to
open the Report Server Database Configuration Wizard.
7. On the Action page, select Create a new report server database then
select Next.
8. On the Database Server page complete the settings:
• In Server Name type the name of the SQL Server.
• In Authentication Type select Current User - Integrated Security.
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• Select Test Connection to verify the user account can login to the
server.
• Select Next.
9. On the Database page, in Database Name provide a name for the
initial reporting database and then select Next.
10. On the Credentials page specify an existing account that the report
server will use to connect to the report server database and then select
Next.
11. On the Summary page confirm the settings are correct and then select
Next.
12. Once the report server database is created, select Finish to close the
wizard.
13. On the left pane, select Web Portal URL.
14. Select Apply to accept the default values. Observe the Results pane. If
all tasks completed successfully, continue the configuration.
15. In the Web Portal URL pane (on the right), select the URLs: link to
open SQL Server Reporting Services in a web browser.
IMPORTANT If this is the first time accessing the SQL Server Reporting
Services page, depending on your browser security settings,
you might receive several warning messages. To continue,
select Close or Add for each warning.
16. In Execution Account, select Specify an execution account.

17. In Account enter the domain\user name and password that was used
when SQL Server was installed.
complete.
18. Select Apply. Observe the Results pane and verify the task completed
successfully.
Configure Windows Firewall If you are running Windows Firewall on the same computer as the SQL
Server, remote connections to the SQL Server will be blocked unless the SQL
for FactoryTalk Event Server and SQL Browser service can communicate through the firewall. You
Archiver will have to add an exception in Windows Firewall for these services to make
connection from the FactoryTalk Batch Archiver client to the remote
FactoryTalk Batch Archiver SQL Server.
By default, SQL Server uses static TCP port number 1433 for the default
instance MSSQLSERVER. If you configure SQL Server to use a static port
other than the default port add that port to the firewall exception list instead
of the default port.
Alternatively, you can configure SQL Server to use a dynamic port. If you use
dynamic port allocation, you specify port number zero in the network
configuration. Once SQL Service restarts, it requests a free port number from
the operating system and assigns that port to SQL Server. When dynamic
32
ports are used, the SQL Browser service provides the port number to the
requesting FactoryTalk Batch component.
To configure Windows Firewall for a SQL Server using static ports

1. On the client computer, open Windows Defender Firewall and choose
Advanced Settings.
2. Select Inbound Rules and click New Rule.
3. Follow the New Inbound Rule Wizard making these selections:
a. For Rule Type, select Port and then click Next.
b. For Protocol and Ports, select TCP and enter the port 1433 (default)
or the static port number configured for SQL Server and then click
Next.
c. For Action, select Allow the Connection and then click Next.
d. For Profile, select the appropriate network profile (Domain,

Private, or Public) and then click Next.
Tip: Most organizations use a domain network. You can check your network information from
Control Panel >Network and Sharing Center.
e. (optional) For Name, type a name and description for the inbound
rule. Click Finish.
4. Click New Rule again to create another inbound rule.

a. For Rule Type, select Port and then click Next.
b. For Protocol and Ports, select UDP and enter the port 1434 and then
click Next.
c. For Action, select Allow the Connection and then click Next.
d. For Profile, select the appropriate network profile and then click
Next.
e. (optional) For Name, type a name and description for the inbound
rule. Click Finish.
To configure Windows Firewall for a SQL Server using dynamic ports

1. On the client computer, open Windows Defender Firewall and choose
Advanced Settings.
2. Select Inbound Rules and click New Rule.
a. For Rule Type, select Program and then click Next.
b. For Program, select This program path and then click Browse.
33
c. Enter the path to your SQL Server executable then click Open.
Example: C:\Program Files\Microsoft SQL
Server\MSSQL17.MSSQLSERVER\MSSQL\Binn\sqlservr.exe.
d. Confirm the path is correct and then click Next.

e. For Action, select Allow the Connection and then click Next.
f. For Profile, select the appropriate network profile and then click
Next.
g. (optional) For Name, type a name and description for the inbound
rule. Click Finish.
4. Click New Rule again to create another inbound rule.

a. Select Port radio button on the first page and then click Next.
b. Select UDP and enter the port 1434 and then click Next.
c. Select Allow the Connection and then click Next.
d. Select the appropriate network profile and then click Next.
e. (optional) Add a name and description for the inbound rule. Click
Finish.
After completing these steps the FactoryTalk Event Archiver client will be able
to connect to the FactoryTalk Event Archiver remote SQL Server.
34
Chapter 3
Install FactoryTalk Batch Server, FactoryTalk

eProcedure Server, and FactoryTalk Event
Archiver
Installing the FactoryTalk Batch Server, eProcedure Server and FactoryTalk

Event Archiver software requires that you perform pre-installation tasks to
prepare your environment before installing the software. After the installation
is complete, you will perform some post-installation configuration to get your
system ready for production use.
Tip: If a FactoryTalk Batch Server already exists, see Install the FactoryTalk Batch client on page
52 to install FactoryTalk Batch Client components on a different computer.
This section provides instructions for installing the FactoryTalk Batch Server,
eProcedure Server, and FactoryTalk Event Archiver software on the same
computer.
Tip: We recommend using the default installation directories for all components.
Use this checklist to help you successfully set up the FactoryTalk Batch
environment:
Pre-Installation administration tasks
Tasks Notes
 Obtain administrator privileges on target
computer
 Create users and user groups
 Update Windows firewall settings
 Configure the Remote Registry service
 Set the system date and time
 Prepare the SQL Server installation
Pre-Installation operating system configuration
 Configure the Windows Server operating
system for the FactoryTalk Batch Server and
eProcedure Server
 Configure the Windows desktop operating
system for the FactoryTalk Batch Server and
eProcedure Server
35
Chapter 3 Install FactoryTalk Batch Server, FactoryTalk eProcedure Server, and FactoryTalk Event Archiver
Installation
 Install the FactoryTalk Batch components
 Run FactoryTalk Updater to check for updates
the components
Post-Installation configuration
 Configure the FactoryTalk network directory
 Configure <MSSQL> to enable FactoryTalk
Event Archiver with Reporting Services
• Configure SQL Server 2017 to enable
FactoryTalk Event Archiver with Reporting
Services
• Configure SQL Server 2014 or SQL Server
2016 to enable FactoryTalk Event Archiver
with Reporting Services
• Configure SQL Server 2012 to enable
FactoryTalk Event Archiver with Reporting
Services
 Grant access to the FactoryTalk Batch
directory on the SQL Server computer
 Add a server to the FactoryTalk Batch system
 Configure event log settings
 Create a shared directory
 Define redundant servers (optional)
 Configure server options
 Set security on logs and journals folders
 Configure browser compatibility view settings
Install the FactoryTalk After preparing the computer operating systems, install the FactoryTalk Batch
Server, FactoryTalk eProcedure Server, FactoryTalk Batch View Server, and
Batch components FactoryTalk Event Archiver components.
• The FactoryTalk Batch Server controls system information, phases,
and recipes.
• The FactoryTalk eProcedure Server:
• Provides services to the FactoryTalk Batch Server to use HTML
instruction files.
• Formats parameters and report parameters from material-based
recipes into instruction files.
• The FactoryTalk Event Archiver stores the FactoryTalk Batch ASCII
electronic batch records (.evt files) into a SQL Server database. The
database can be queried for batch data or can be used by the optional
FactoryTalk Batch reporting tools to generate web-based batch reports.
Tip: Prerequisite checks are run automatically to ensure a successful
installation. If an issue occurs during installation, an error message with
steps to resolve is displayed.
36
Default installation of FactoryTalk Batch components

The default FactoryTalk Batch installation includes:
• FactoryTalk Services Platform v6.20.00 (always installed with

FactoryTalk Batch, FactoryTalk eProcedure, and FactoryTalk Batch
Material Manager).
• FactoryTalk Activation v4.03.03 (always installed with FactoryTalk
Batch, FactoryTalk eProcedure, and FactoryTalk Batch Material
Manager).
• FactoryTalk Linx v6.20.00 (always installed with FactoryTalk Batch,
FactoryTalk eProcedure, and FactoryTalk Batch Material Manager).
• FactoryTalk Batch v14.00 (includes Batch Server, Editors and Legacy
Client, and FactoryTalk Batch View Server v2.00).
• FactoryTalk Batch View Server (v2.00; installed only if FactoryTalk
Batch is selected).
• FactoryTalk Event Archiver Components v14.00 (includes Database
and Reporting Services and Management Tool).
• Tools (FactoryTalk Updater Agent v2.00.00).
Optional components available for installation are:
• FactoryTalk eProcedure v14.00 (includes Database and Reporting

Services and Management Tool).
• FactoryTalk Batch Material Manager (includes Server Components and
Client Components).
• FactoryTalk Batch HMI Controls v2.0.
• Tools (FactoryTalk Updater Server v2.00.00 and FactoryTalk Updater
Client v2.00.00)
To install the FactoryTalk Batch Server, FactoryTalk eProcedure,

FactoryTalk Batch View Server, and FactoryTalk Event Archiver
components
1. Run Setup.exe.
2. On the Setup page, select Customize.
3. On the Customize page:
• Select and then expand FactoryTalk Batch v14.00. The Batch Server
and Editors and Legacy Client options are installed by default. Clear
either option to remove it from the installation. Removing both
options removes FactoryTalk Batch and all other default
components from the installation.
• Select and then expand FactoryTalk Event Archiver Components
v14.00. The Server Components and Client Components options are
installed by default. Clear either option to remove it from the
37
installation. Removing both options removes FactoryTalk Event
Archiver Components v14.00 from the installation.
• Select and then expand FactoryTalk eProcedure v14.00. Select the
Server Components and Client Components options to install them
with FactoryTalk eProcedure v14.00.
• Select and then expand Tools. FactoryTalk Updater Agent v2.00.00
is installed by default. Select all options to include them in the
installation.
4. On the Permission Requested page:
• Select Yes, allow changes to this computer.
5. On the Options page:
• Network Directory is required and is selected by default.
• To store recipes in SQL Server instead of individual files, select
Recipe Storage.
• Enter a port to use for the FactoryTalk Batch View Server. Port 443 is
the default and is the recommended port.
• Select Next.
6. On the System Details page, complete these fields:
• In User Name, enter the domain\user name for user account
created for the FactoryTalk Batch Server Service to run under. If
the user account is in the current domain, the domain does not need
to be specified.
• In Password enter the password for the domain\user name.
• Select Next.
7. (optional) On the Event Archiver SQL Connection page, if installing
FactoryTalk Event Archiver components, complete these items:
• In Server Name, enter the SQL Server name.
• In Instance Name, enter the instance name if using a named
instance.
Tip: If using a single SQL Server installation for recipes, Batch reports, and
materials, use the default instance name MSSQLSERVER. The FactoryTalk
Batch Material Server supports only default instances.
If using multiple SQL Server installations, FactoryTalk Event Archiver Batch
Reports support named instances.
• In Data Source Name, enter the data source name.
• Select Include Batch Reports.
• Select Next.
8. On the Connection Validated page, select Install.
9. On the End User License Agreements page, review the agreement and
select Accept all.
10. If the Would you like to install this device software page appears,
select Install.
Tip: The installation progress wheel and the specific components and supporting
files are displayed.
38
11. (optional) If prompted on the Almost There page, select Activate your
software, and then select Next.
12. If prompted on the That's it page, restart the computer.
FactoryTalk Updater When you start the installation process for your FactoryTalk Batch system one
of the optional installation components is FactoryTalk Updater. FactoryTalk
Updater assists in management of installed Rockwell Automation software by
announcing new versions and patch roll-ups for the software on your
computer. Registering for updates is not required to receive announcements
from the FactoryTalk Updater. FactoryTalk Updater includes these
components:
• FactoryTalk Updater Agent
The agent collects information and activation license data from the
Rockwell Automation software installed on the computer. Install the
FactoryTalk Updater Agent on each computer that requires data
collection.
• FactoryTalk Updater Client
Displays information collected by the FactoryTalk Updater Server
and enables you to review updates and patches.
• FactoryTalk Updater Server
Communicates with online FactoryTalk Updater Agents to receive
collected data.
Connects to the Product Compatibility and Download Center to
retrieve the latest software information.
Responds to requests from the FactoryTalk Updater Client.
Supports ~100 online Agents.
To avoid issues, limit FactoryTalk Updater Server installations to
one instance per intranet.
System logs and some application data are stored in this folder:
C:\Users\Public\Documents\Rockwell\Updater\Data
The logs and application data can be helpful when contacting Rockwell
Automation Technical Support. System logs are automatically deleted
after 90 days.
Tip: To receive notifications of new versions and patch roll-ups, the
FactoryTalk Updater application requires access to the Download Center
web service. Verify that the firewall does not block access to this URL:
https://api.rockwellautomation.com/es-be-pcdc-vpcprod/
See the FactoryTalk Updater help for more information about using
FactoryTalk Updater.
Modify an installation Use the Modify and Repair installation method to change the optional
components selected with the FactoryTalk Batch system installation or to run
a repair operation on installed components. If at least one FactoryTalk Batch
component is already installed when the installation program is started, an
39
option to modify the current installation is displayed in the installation
wizard. You can also access Modify and Repair by opening Windows Control
Panel and selecting Change for a Rockwell Automation software application.
Options for modifying an installation vary, based on the components

installed. Options that are supported and not supported when modifying an
installed component are:
Component Supported when modifying an Not supported when modifying an install
install
FactoryTalk Batch • Adding a client to an existing • Adding a server to an existing client
FactoryTalk eProcedure server installation installation
FactoryTalk Material • Removing the individual client or server
Manager
FactoryTalk Event • Adding the Management tool to an • Adding the Management tool to an existing
Archiver existing Database install if the Database installation if the Include Batch
Include Batch Reports option was Reports option was not selected during
selected during the initial the initial installation
installation • Adding the Database to an existing
Management tool installation
• Removing the individual Database or
Management Tool installation
To modify an installation
1. Run Setup.exe.
2. On the Setup page, select Modify.
3. On the Modify page, select the components to install.
4. Select Next.
5. Complete any remaining pages that open. The pages and options vary
based on the components selected.
6. On the Modification Complete page, select Close.
Post-installation tasks for After installing the FactoryTalk Batch Server, FactoryTalk eProcedure Server,
FactoryTalk Batch View Server, and FactoryTalk Event Archiver components
FactoryTalk Batch there are several settings that should be configured before putting the system
components into production. Review these tasks to determine which items are applicable
to your installation:
• Configure the FactoryTalk network directory

• Configure SQL Server to enable FactoryTalk Event Archiver with
Reporting Services
• Grant access to the FactoryTalk Batch directory on the SQL Server
computer
• Add a server to the FactoryTalk Batch system
• Configure event log settings
• Create a shared directory
• Configure server options
40
• Define redundant servers
• Set security on logs and journals folders
• Configure browser compatibility view settings
Configure the FactoryTalk If you are installing FactoryTalk Batch components on a new system,
network directory FactoryTalk Batch installation will install FactoryTalk Services Platform and
configure the computer as the FactoryTalk network directory server for the
rest of the system. After installing additional components, use the Specify
FactoryTalk Directory Location utility to point each computer in the network
to the FactoryTalk Directory network directory server.
To configure a network directory client computer

1. On each participating network directory client computer, go to
Rockwell Software > Specify FactoryTalk Directory Location.
2. At the prompt, log on to the network directory with a Windows
Administrator account.
3. In FactoryTalk Directory Server Location Utility, select Browse.
4. In FactoryTalk Directory Server Configuration, select Remote
computer, then specify the name of the computer to use as the
network directory server, and select OK.
5. When prompted, log on to the network directory.
If single sign-on is enabled on the computer when the location of the
network directory server changes, the single sign-on session
terminates and you must log on to the new network directory server.
The user name and password entered become the new single sign-on
credentials for all participating FactoryTalk products on the computer.
6. When prompted, restart the computer.
Configure SQL Server 2017 If including reporting services in the FactoryTalk Batch system installation,
you must configure SQL Server to enable FactoryTalk Event Archiver with
to enable FactoryTalk Event Reporting Services to connect to and insert records into the FactoryTalk
Archiver with Reporting Batch database. This procedure uses SQL Server Management Studio to set
up permissions for the BatchHistory or BatchHistoryEx database.
Services
See the FactoryTalk Event Archiver User Guide to configure the reporting option
for End of Batch or Incremental.
IMPORTANT All users of the FactoryTalk Batch Reporting Services must have a user login and read
and write access to the source databases, such as BatchHistoryEx or the
FactoryTalk® Alarms and Events FTAE_Historian databases. Add any additional users
or groups when adding the login account for the FactoryTalk Batch Server.
41
To configure SQL Server 2017 to enable FactoryTalk Event Archiver

1. Start SQL Server Management Studio.
2. In Connect to Server for Server type, select Database Engine.
3. Confirm the server name and authentication method are correct, then
select Connect.
4. In Object Explorer, expand Security > Logins.
5. Right-click Logins and select New Login to add a FactoryTalk Batch
Server user login.
6. In Login name, type the name of the Batch Server user account.
7. Select Search to validate the account is correct.
8. In Default database, select either BatchHistory or BatchHistoryEx.
9. Under Select a page, select User Mapping.
10. Under Users mapped to this login select the checkbox for either the
BatchHistory or BatchHistoryEX database.
11. Under Database role membership for: <database name> select the
checkboxes for db_datareader and db_datawriter then select OK.
Tip: Confirm that <database name> has been replaced with either
BatchHistory or BatchHistoryEX. Each database is configured
independently. Role membership added for the master database does not
transfer to other databases.
12. In Object Explorer, expand Databases, right-click the BatchHistory or
BatchHistoryEx database, and select Properties.
13. Under Select a page, select Permissions.
14. Under Users or roles select the Batch Server user account.
15. Under Permissions for <SQL_Server_name\user_account>: select the
checkboxes in the Grant column for these permissions:
• Insert
• Connect
• Execute
Tip: Confirm that <user_account> has been replaced with the Batch Server
user account. Each user account permission set is configured
independently.
16. Select OK to apply the configuration.
42
or SQL Server 2016 to Reporting Services to connect to and insert records into the FactoryTalk
enable FactoryTalk Event Batch database. This procedure uses SQL Server Management Studio to set
Archiver with Reporting
See the FactoryTalk Event Archiver User Guide to configure the reporting option
Services for End of Batch or Incremental.
IMPORTANT All users of the FactoryTalk Batch Reporting Services must have a user login and read
and write access to the source databases, such as BatchHistoryEx or the
FactoryTalk® Alarms and Events FTAE_Historian databases. Add any additional users
or groups when adding the login account for the FactoryTalk Batch Server.
To configure SQL Server 2014 or SQL Server 2016 to enable

FactoryTalk Event Archiver with Reporting Services
1. From SQL Server Management Studio, add a FactoryTalk Batch Server
user login to the Security > Logins folder on the SQL Server instance.
2. Set the default database to BatchHistory or BatchHistoryEx.
3. Under User Mapping, select the BatchHistory or BatchHistoryEX
database.
4. Select db_datareader, db_datawriter, and select OK.
5. In Databases, right-click the BatchHistory or BatchHistoryEx
database, and select Properties.
6. Select Permissions.
7. Select the Batch Server user account from the list.
8. Grant Execute, Insert, and Connect permissions.
to enable FactoryTalk Event Reporting Services to connect to and insert records into the FactoryTalk
Archiver with Reporting Batch database. This procedure uses SQL Server Management Studio to set
Services
To configure SQL Server 2012 to enable FactoryTalk Event Archiver

1. In SQL Server Management Studio, Security > Logins area, add a log
in account for the FactoryTalk Batch Server (the account created in
the pre-installation).
2. Grant CONNECT to privilege for the FactoryTalk Batch Server user
account on either the BatchHistory or BatchHistoryEX database.
3. Grant INSERT privilege for the FactoryTalk Batch Server user account
on either the BatchHistory or BatchHistoryEX database.
43
4. Under BatchHistory\Programmability or
BatchHistoryEX\Programmability, add the EXECUTE permission for
the FactoryTalk Batch Server user account to dbo.BHInsert properties.
5. For BatchHistoryEX\Programmability, add the EXECUTE permission
for the FactoryTalk Batch Server user account to dbo.BHRecovery
properties.
Grant access to the By default, the FactoryTalk Batch directory on the SQL Server computer is not
shared to domain users. Therefore, domain users cannot access the
FactoryTalk Batch directory appropriate application .log file when an error message refers them to it.
on the SQL Server computer To enable domain users to read application logs, share the FactoryTalk Batch
directory on the SQL Server computer in the FactoryTalk Batch system to
domain users and give the share Read-Only permissions.
Add a server to the If your FactoryTalk Batch system includes a Material Manager server you will
need to configure the system with the newly installed servers and synchronize
FactoryTalk Batch system your FactoryTalk Batch system. The synchronization process copies the
network model data from your computer to each of the computers included in
your FactoryTalk Batch system. Use the Network Editor utility to perform this
procedure.
The Network Editor is a utility that allows you to indicate where other
FactoryTalk Batch and/or FactoryTalk Batch Material Manager servers are
located on the network. This network configuration information simplifies
integration with other FactoryTalk products and the process of reconfiguring
a system. The computers running FactoryTalk Batch components that have
been installed need to be present in the network model for your system. Each
Material Manager server can support ten FactoryTalk Batch servers. After the
initial install each computer has a local network model that needs to be
synchronized for the components to work together.
The Network Editor is installed automatically with the FactoryTalk Batch and
Material Servers.
To select a network model

1. Open the Network Editor.
2. In the Network Editor toolbar, click the Select Network Model button.
3. Type the computer name in the "Enter the object name to select" area,
or click the Advanced button to search for a computer.
4. Click OK.
44
To add a server
1. Open the Network Editor.
2. In the Hierarchy pane, select the type of server to add.
3. Click Add Server.
4. In the Alias box, type an alias name. This is the name that displays in
the Network Editor.
5. In the Computer Name box, type the computer name, or use the
browse button to locate and select the computer from the list of
computers on your domain.
6. Click the Synchronize button.
7. Click OK.
The Network Editor refreshes and the results of the synchronization
process display in the Results pane.
Event log settings The Windows Event Log service records application, system, and security
information.
Logging events can fill log space very quickly. If logging is enabled, we
recommend that you configure the Windows Application and Services logs on
Windows Server to use the Overwrite events as needed setting.
For more information about event log settings, see Modify Event Log Settings
in the FactoryTalk Batch Administrator Guide.
Create a shared directory A shared directory allows computers on the network to read from and write to
a common recipe, area model, or data file.
The FactoryTalk Batch installation creates a shared directory named
BATCHCTL where the FactoryTalk Batch software is installed (the default is
C:\Program Files (x86)\Rockwell Software\Batch).
If you installed your project files in a different directory, configure that
directory as a shared directory.
IMPORTANT Administrative privileges are required to create a shared directory.
To create a shared directory

1. Navigate to the project file directory, then right-click the folder, and
select the sharing option.
2. Use the File Sharing dialog box to add each user or user group name
that requires access to the project file directory.
3. Repeat for each user or user group, including the user accounts used
by the FactoryTalk Batch Server and FactoryTalk Event Archiver.
45
4. Select Share.
Define redundant servers Configure FactoryTalk Batch to store batch journals and batch restart
information in two separate locations. If there is a hardware failure on the
(optional) primary FactoryTalk Batch Server computer, using a secondary server allows
for a manual failover.
The second computer must be capable of running the server. Redundant
servers are defined by specifying the primary and secondary restart paths. If
the system experiences a failure, these paths indicate where system files are
written. If a secondary path is not specified, FactoryTalk Batch does not write
any secondary files.
FactoryTalk Batch can be configured to store batch journals and batch restart
information in two separate locations.
To define redundant servers

1. From the FactoryTalk Batch Equipment Editor Options menu, click
Server Options.
2. Select the Restart Control tab.
3. In the Restart Type area, click on a selection, or accept the default,

Warm Restart.
4. Click the Primary Path browse button. The Select Directory dialog box
opens.
5. Select the MyProject\restart folder located in the BATCHCTL share on
the primary server’s hard drive (the default is c:\Program Files
(x86)\Rockwell Software\Batch\MyProject\restart), and then click
OK.
6. Click the Secondary Path browse button. The Select Directory dialog
box opens.
7. Locate and select the MyProject\restart folder located in the
BATCHCTL share on the secondary server’s hard drive, and then click
OK.
8. Repeat steps 1 through 7 on the redundant server computer, selecting
the Batch\MyProject\restart folder on the redundant server as the
Primary Path. The Secondary Path can remain blank or point to
another redundant server. Additionally, you must configure a data
server to communicate with the process controller on the redundant
46
server computer. The redundant server computer needs to
communicate with the process controller that is running the phase
logic.
Tip: You must also verify that the primary and secondary journal project
directories are defined.
Configure server options Before configuring the FactoryTalk Batch Server, make sure that all project
directories are shared. Configure the FactoryTalk Batch Server using the
FactoryTalk Batch Equipment Editor Server Options dialog box.
Tip: In FactoryTalk Batch Equipment Editor, access Options > Server Options,
Project Settings tab. Verify that the location listed in Initialization File Name is
where the batchsvr.ini resides on the computer.
Server options has several tabs:

• Project settings. Used to set directories for the Primary Journal,
Secondary Journal, Error Logging, Instructions (if you are using
FactoryTalk eProcedure), and Equipment Database, configure recipe
storage locations, and enable recipe versioning.
• Restart Control. Used to specify a restart method to initiate in the
event of a server computer failure.
• Batch Reporting. Used to select the reporting application for
generating Batch reports and archiving Batch data.
• Archiver Event Filters. Used to determine what electronic Batch
record data FactoryTalk Event Archiver writes to the Batch history
database.
• Batch Server. Used to select and configure FactoryTalk Batch Server
options (including the hold propagation type), watchdog
communications timeout settings, FactoryTalk Event Archiver log file
size, minimum disk space required to add a batch, default batch ID,
and whether to enable/disable event journal signatures.
• Cross Invocation Descriptors and Defaults. Used to specify cross
invocation labels and set default cross invocation strings for different
resource types.
• Hyperlink Descriptors and Defaults. Specifies the hyperlink labels and
default values used with different resource types. This feature is used
in conjunction with FactoryTalk eProcedure only.
• Material Policies. Used define what action to take when the
communication to the Material Server is lost and how to respond to a
split feed. These features are used in conjunction with FactoryTalk
Batch Material Manager only.
Make sure to configure the FactoryTalk Batch Server to allow each network
computer to read from and write to the appropriate project directories and
the FactoryTalk Batch Server and Archiver initialization files.
Changing items such as FactoryTalk Batch Server information, area model,

and the error logging directory take effect when the server is restarted.
47
Changing items such as the recipe directory and batch journal directory take
effect the next time the server accesses these items. None of the items in
FactoryTalk Event Archiver configuration require the server to be restarted.
These changes take effect the next time the server needs that configuration
item.
IMPORTANT FactoryTalk Batch does not support the use of mapped drives. Do not use mapped
drives for project directories.
For more information about configuring server options, see the FactoryTalk
Batch Administrator Guide.
Set security on logs and To prevent losing data in the log files and the event journal (.evt) files, set
security permissions on the logs and event journal folders. The system
journals folders administrator determines who needs access to these files and assigns the
appropriate permissions. The accounts under which the FactoryTalk Batch
Server and FactoryTalk Event Archiver are running must be given full access
to these folders.
IMPORTANT FactoryTalk Batch Server continues writing information to log files and event
journals (.evt) even when they are open. If a file is opened and then saved, data
that may have been written to the event journal or log file while the file is open is
lost.
Use Notepad to open log files. If a log file is opened with a program other than
Notepad, the FactoryTalk Batch Server may not run due to an access error.
To set security on logs and journals folders

1. In Windows Explorer, locate the folder.
2. Right-click the folder and then select Properties.
3. Select the Security tab, select Edit, and then select Add.
4. From the Select Users, Computers, Service Accounts, or Groups dialog
box, select Advanced and then select Find Now.
5. Select a user or group from the Search results list, and then select OK.
6. Repeat for each user or group that requires access to the folder.
Tip: Be sure to add the FactoryTalk Batch Server user account and then
configure the account with Full Control permissions.
7. Select OK to return to the Properties dialog box.
8. From the Group or user name list, select a user or group, and then
select the permissions in the Permissions area. Repeat for each user or
group.
9. Select OK.
48
Configure browser Configure Internet Explorer Compatibility View settings for the FactoryTalk
eProcedure Client to ensure that:
compatibility view settings
• The FactoryTalk eProcedure Client command buttons work and
display correctly.
• The current user is displayed and has permissions to view the batch
list.
• The buttons on the left side are all the same size.
To configure Compatibility View settings

1. In Internet Explorer, select Tools > Compatibility View settings.
2. In Add this website, enter the FactoryTalk eProcedure server name and
select Add.
49
Chapter 4
Install FactoryTalk Batch Client components
When installing FactoryTalk Batch Client components use these guidelines:

• Before installing the FactoryTalk Batch Clients, install and configure
the Windows operating system, and install other required software
that will be used with the FactoryTalk Batch system.
• Before beginning the installation, complete all the pre-installation
administrative tasks.
• Install the FactoryTalk Batch Server before installing FactoryTalk
Batch Client.
• Instructions for installing the FactoryTalk Batch Clients are based on
installing clients on a computer networked with other FactoryTalk
Batch system computers.
Use this checklist to help you successfully set up the FactoryTalk Batch Client
components:
Tasks Notes
computer
Installation
 Install the FactoryTalk Batch Client
51
Chapter 4 Install FactoryTalk Batch Client components
Install the FactoryTalk Installing the FactoryTalk Batch Client also installs these components:
Batch Client • FactoryTalk Batch Equipment Editor

• FactoryTalk Batch Recipe Editor
• Legacy FactoryTalk Batch View
• Legacy ActiveX® Controls
• FactoryTalk Batch Service Manager
Tip: Prerequisite checks are run automatically to verify that the required software is
present on the target computer. If an issue occurs during installation, suggested resolution
steps are provided.
To install the FactoryTalk Batch Client

1. Run Setup.exe.
• Expand FactoryTalk Batch v14.00.
• Clear the Batch Server selection.
• Select FactoryTalk Batch Editors and Legacy Client.
• Clear all other selections.
Tip: FactoryTalk Services Platform, FactoryTalk Activation, FactoryTalk Linx,
FactoryTalk Updater Agent are installed automatically with the FactoryTalk
Batch Client.
• Select Next.
4. On the Options page, select Next.
5. On the System Details page, complete these items:
• Under Server Node, in Name, enter the name of the FactoryTalk
Batch Server.
• Under User Account, in User Name, enter the domain name\user
name used to install the FactoryTalk Batch Server.
• Select Install.
select Accept all.
52
Chapter 5
Install FactoryTalk Batch Material Manager

Server components
Use FactoryTalk Batch Material Manager to track material consumption in

FactoryTalk Batch recipes.
Use this checklist to help you successfully set up the FactoryTalk Batch
Material Manager environment:
Tasks Notes
computer
 Create users and user groups
 Configure the remote registry service
 Prepare the SQL Server installation
 Configure Microsoft Message Queuing Service
• Configure the Windows Server operating
system
• Configure the Windows desktop operating
system
Installation
 Install the FactoryTalk Batch Material Manager
Server
Post-installation tasks
 Identify the material database
 Add a server to the FactoryTalk Batch system
53
Chapter 5 Install FactoryTalk Batch Material Manager Server components
Install the FactoryTalk Use this procedure to install the FactoryTalk Batch Material Manager Server.
Batch Material Manager Tip: Prerequisite checks are run automatically to verify that the required software is present on the
target computer. If an issue occurs during installation, suggested resolution steps are provided.
Server
To install the FactoryTalk Batch Material Manager Server:
1. Run Setup.exe.
• Select and expand FactoryTalk Batch Material Manager v14.00.
• Select Server Components.
Tip: FactoryTalk Services Platform v6.20.00 is always installed with FactoryTalk Batch
Material Manager v14.00.
• Select Next.
4. On the Permission Requested page, select Yes, allow changes to this
computer, and then select Next.
Installing this component will make these changes to users and
groups:
• MTUsers will be assigned permissions to the MaterialBasedRecipe
database
• MTBatchServer will be added to the MTBatchServer role.
• MTLotAuthor will be added to the MTLotAuthor role.
• MTMaterialAuthor will be added to the MTMaterialAuthor role.
• MTMaterialViewer will be added to MTMaterialViewer role.
5. On the Options page:
• Under Material Activity Journal select Record activity to the
MaterialBasedRecipe_MAJ database if you will be using
FactoryTalk Event Archiver reporting with FactoryTalk Batch
Material Manager.
• Select Next.
6. On the System Details page, complete these fields:
• Under User Account in User Name, enter the domain\user name for
user account created for the FactoryTalk Batch Material Manager
Server to run under. If the user account is in the current domain,
the domain does not need to be specified.
• In Password enter the password for the domain\user name.
• Select Install.
select Accept all.
8. (optional) If prompted on the Almost There page, select Activate your
software, and then select Next.
54
Chapter 5 Install FactoryTalk Batch Material Manager Server components
Post-installation for After installing the FactoryTalk Batch Material Manager Server, complete
these configuration items before transitioning the system into production:
FactoryTalk Batch Material
• Identify the material database
Manager Server • Add a server to the FactoryTalk Batch system
(If the Material Manager Server is on a different server than the
FactoryTalk Batch server)
Identify the material Configure the FactoryTalk Batch Material Manager Server with the location of
database the SQL database that contains the materials for the recipes.
To identify the material database

1. Navigate to Rockwell Software > Network Editor.
The Network Editor window opens with the Material Server selected
by default.
2. Select Configure. The Configure MaterialTrack dialog box opens. The
default database is materialbasedrecipe.
3. In the MaterialTrack Database box, enter the name of the database,
and select OK.
IMPORTANT The Network Editor does not verify database names. Changes
made to the database name are immediate for the clients and
servers. If the database name is invalid, the Material Editor
will not open.
Before changing the database name, check the spelling of the
database name and synchronize the Network Editor. After
changing the database name, confirm that the Material Editor
opens and reads the databases.
4. Select Synchronize.
5. Select File > Exit, and then select Yes to exit the Network Editor.
55
Chapter 6
Install FactoryTalk Batch Material Manager

Client components
This section provides instructions on how to install the FactoryTalk Batch

Material Manager Client components.
Install the FactoryTalk Use this procedure to install the FactoryTalk Batch Material Manager Client.
Batch Material Manager Tip: Prerequisite checks are run automatically to verify that the required software is present on the
Client components
To install the FactoryTalk Batch Material Manager Client
1. Run Setup.exe.
• Select and expand FactoryTalk Batch Material Manager v14.00.
• Select Client Components.
Tip: FactoryTalk Services Platform v6.20.00 is always installed with FactoryTalk Batch
Material Manager v14.00.
• Select Next.
3. If prompted, on the System Details page, specify the name of a
computer that has the FactoryTalk Batch Server installed, and select
Install.
4. On the End User License Agreements page, review the agreement, and
select Accept all.
5. On the That's it page, if prompted to do so, restart your computer.
57
Chapter 7
FactoryTalk Activation
FactoryTalk® Activation Manager is the license application for FactoryTalk

Batch and eProcedure. FactoryTalk Activation Manager is not necessary on
client installations or any FactoryTalk Batch Material Manager installations.
At the end of the installation wizard you can activate the software or continue
without activation.
IMPORTANT Some features may not be available until the software is activated.
The FactoryTalk Batch Server computer requires the FactoryTalk Activation

Manager to enable communication with the FactoryTalk Activation Server.
FactoryTalk Activation Manager and FactoryTalk Batch View Server are
installed automatically on computers where the FactoryTalk Batch Server
resides. FactoryTalk Activation Manager is also installed automatically on
computers where the eProcedure Server resides. FactoryTalk Activation
Manager can be installed on all FactoryTalk Batch Server computers.
FactoryTalk Activation Manager for FactoryTalk Batch and

eProcedure
Server that includes:

• FactoryTalk Activation Client
• eProcedure Server
• FactoryTalk Batch View Server
FactoryTalk Batch Material Manager Server and Client
(optional) FactoryTalk Activation Server
Activation files for FactoryTalk Batch and eProcedure
59
Chapter 7 FactoryTalk Activation
Client computer that includes:
• eProcedure Client
• FactoryTalk Batch View
IMPORTANT The FactoryTalk Batch Server checks for valid licenses and the correct number of
unit licenses for FactoryTalk Batch and eProcedure at start up.
FactoryTalk Activation Licensing for the FactoryTalk Batch Server

Follow these licensing guidelines:
• The FactoryTalk Batch Server installs the FactoryTalk Activation Server
on the FactoryTalk Batch Server machine.
• To obtain activation files for FactoryTalk Batch components, identify
the Host ID of the FactoryTalk Activation Server computer.
IMPORTANT In this scenario, the FactoryTalk Batch Server starts only if it
finds valid activation files for FactoryTalk Batch.
If a license does not exist on the designated FactoryTalk Activation Server, a

prompt asks for a serial number and product key. The installer attempts to
download the license from the licensing service. If an Internet connection is
not available, skip the on-line activation and obtain activation files using one
of these alternative methods:
• Go to: https://activate.rockwellautomation.com/
• Use the FactoryTalk Activation Manager on a computer that has
Internet access.
• If Internet access is not available, call Rockwell Automation Technical
Support and request an activation file be sent by email.
Cumulative unit licensing Software licenses are split into a product license and multiple unit licenses.
For example, a 30-unit FactoryTalk Batch product contains a 30-unit
FactoryTalk Batch Server license, which includes a bundled license for
FactoryTalk Batch Server, eProcedure Server, and FactoryTalk Batch Material
Manager Server, and 30 new unit licenses.
When the FactoryTalk Batch Server starts, it performs a license check to
determine which applications have a license. It then attempts to check out
individual unit licenses up to the number of units specified in the area model.
The FactoryTalk Batch Server then sets the maximum number of allowable
units to the total number of successful individual unit license checkouts.
60
Chapter 8
Upgrade FactoryTalk Batch
If you have an existing FactoryTalk Batch system, you can upgrade the
environment instead of doing a new installation.
Use this checklist to help you to successfully upgrade the FactoryTalk Batch
environment:
Pre-upgrade tasks
Tasks Notes
 Allow the Message Queue to clear for Material
Manager
 Export XML or RDB recipes to binary
 Back up files
 Uninstall a previous version of FactoryTalk
Batch
FactoryTalk Batch component upgrade tasks
 Upgrade the FactoryTalk Batch components
Post-upgrade tasks
 Restore back up files
 Migrate area models from FactoryTalk Batch
version 13.00 or 13.00.02
 Migrate recipes from FactoryTalk Batch
version 13.00 or 13.00.02
 (optional) Convert binary recipes to XML or
RDB
 Convert migrated recipes back to XML format
(optional)
 Convert migrated recipes back to RDB format
(optional)
 Configure recipe storage
Pre-upgrade tasks for This section describes steps to perform before upgrading the software,
including:
FactoryTalk Batch
• Allowing the Message Queue to clear (Material Manager)
• If using XML or RDB recipes, exporting them to binary
• Backing up existing data files
• Uninstalling previous versions of FactoryTalk Batch components
61
Chapter 8 Upgrade FactoryTalk Batch
Allow the Message Queue to Allow the message queues for communication to clear between the
FactoryTalk Batch Material Manager Server and the Material Activity Journal.
clear for FactoryTalk Batch
IMPORTANT This procedure applies to FactoryTalk Batch Material Manager only.
Material Manager
To allow the Message Queue to clear

1. Navigate to Computer Management.
2. In the Computer Management window, expand Services and
Applications > Message Queuing, and then select the Private Queues
folder.
The list of queues is displayed in the right pane.
3. Wait until the number of messages in the Material, Material_0, and
material_track0-4 queues reaches 0.
4. Close Computer Management.
See also
Upgrade FactoryTalk Batch components on page 61
Export XML or RDB recipes Before upgrading FactoryTalk Batch components to a later version, export
recipes to binary format and delete any RDB recipe database.
to binary
To export XML or RDB recipes to binary

1. Back up all existing XML or RDB recipes to a new location.
2. Open FactoryTalk Batch Recipe Editor.
3. Select File > Export from Working Set.
4. Select Binary Files and set the path to a location to store the binary
files.
5. Select Export.
IMPORTANT • When installing FactoryTalk Batch 14.00 with RDB support,
FactoryTalk Batch recreates the default MasterRecipes
database.
• FactoryTalk Batch does not recreate any custom database
that stores recipes during installation.
• When storing recipes from FactoryTalk Batch Recipe Editor
on a remote SQL Server, run the Windows Firewall
Configuration Utility to add TCP Port 1433 as an exception in
the Windows Firewall.
Back up files Before uninstalling the previous versions of FactoryTalk Batch components,
close all applications, and stop all FactoryTalk Batch services, including the
eProcedure Server, then back up the configuration and data files.
62
Tip: Back up the .ini files so that you can revert to the previous installation
if needed.
FactoryTalk Batch Server files

• Batcharc.ini file (Batch\bin folder) (if customized)
• Batchmbs.ini (Batch\bin folder)
• Batchsim.ini file (Batch\bin folder)
• Batchsvr.ini file (Batch\bin folder)
• BatchIDCreation.dll (Batch\bin folder) (if customized)
• BatchID Custom folder (if customized)
• Simulator configuration files (.sim files in any folder)
• DSDF files (Batch\Data Servers folder) (if customized)
FactoryTalk Batch Client files

• Area models (Batch\<project name>\recipes folder)
• Recipes folders and contents (Batch\<project name>\recipes folder)
IMPORTANT If using Security Authority to secure area models and recipes,
back up the FactoryTalk Network Directory Security Authority
Identifier (SAI). This provides a means of recovery to any
binary area models or recipes linked to an SAI that would
otherwise not be opened if the SAI was lost.
• Customized *.bmp files (Batch\bmp folder)

• Batcheqp.ini file (Batch\bin folder)
• Batchrcp.ini file (Batch\bin folder)
• Batchvew.ini (Batch\bin folder)
FactoryTalk eProcedure files

Close all applications and stop all Batch services before backing up files.
• Customized Instruction files
• Customized User.asp files
• Any other customized files that support the customized User.asp
FactoryTalk Material Manager databases and files

Close all applications and stop all FactoryTalk Batch services before backing
up files.
• MaterialBasedRecipe database
• MaterialBasedRecipe_MAJ database
• Any other material-based recipe databases unique to the facility
63
FactoryTalk Event Archiver database and files

• BatchHistory or BatchHistoryEx database
• Customized reports
Uninstall a previous version Uninstall FactoryTalk Batch components from version 13.00 or 13.00.02.
of FactoryTalk Batch Tip: Users must have administrative privileges on the target computer to
uninstall the software.
Prerequisites
• Back up all the files and databases associated with the applications
being uninstalled.
• Close all applications.
• Stop all FactoryTalk Batch services.
To uninstall a previous version of FactoryTalk Batch

1. Navigate to Control Panel > Programs and Features, and then select
Uninstall a Program.
2. Select the application to uninstall:
• For FactoryTalk Batch 13.00, select each FactoryTalk Batch
component and select Uninstall, until all components are
uninstalled.
• For FactoryTalk Batch 13.00.02, select FactoryTalk Batch system and
select Uninstall.
3. If the User Account Control dialog box is displayed, select Yes.
4. When all components are uninstalled, restart the computer.
Upgrade the FactoryTalk After backing up files and uninstalling the previous version of FactoryTalk
Batch, install the latest versions of FactoryTalk Batch components to upgrade
Batch components to the latest version:
• Install the FactoryTalk Batch components on page 36
• Install the FactoryTalk Batch Client on page 52
• Install the eProcedure Client on page 78

• Install the Material Manager Server on page 54
• Install the Material Manager Client on page 57
64
Post-upgrade tasks After upgrading the FactoryTalk Batch software, perform these tasks before
putting the system into production:
• Restoring back-up files
• Migrating area models and binary recipes, including XML or RDB
recipes that were exported to binary before the upgrade
• (Optional) Converting binary recipes back to XML or RDB
Restore backup files Before opening the FactoryTalk Batch Recipe Editor or the FactoryTalk Batch
Equipment Editor, restore backed up files to their original locations. This
preserves the Batch Server and Client files and the databases for use with the
upgraded version of FactoryTalk Batch.
IMPORTANT Do not delete installed FactoryTalk Batch, eProcedure, or Material Manager product
files from their installed locations.
Removing product files from their original locations may cause unexpected failures
and error messages in the Microsoft Install Resiliency feature. Instead, replace or
overwrite the product files with other files of the same name.
For example, overwrite BatchIDCreation.dll, RAMSCustom.dll and other hot fix files,
but never delete and then replace these files.
FactoryTalk Batch Server files

Restore these FactoryTalk Batch Server files by placing them in the
appropriate directories.
• Batcharc.ini (Batch\bin folder) (if customized). Prior to restoring a
customized Batcharc.ini file:
• Open the newly installed Batcharc.ini file.
• Copy the ArchiverTableName and ArchiverConnectionString lines.
• Paste these lines into the back up Batcharc.ini file, and then use that
file as the restore file.
Restoring the Batcharc.ini file without copying these lines may
revert the newly created connection string. If this occurs, restore
the new connection string with the Archiver Setup application.
• BatchIDCreation.dll (Batch\bin folder) (if customized)
• BatchID Custom folder (if customized)
• Simulator configuration files (.sim files in any folder)
• DSDF files (Batch\Data Servers folder) (if customized)
FactoryTalk Batch Client files

Restore these FactoryTalk Batch Client files by placing them in the
appropriate directories.
• Customized *.bmp files (Batch\bmp folder)
65
• Binary recipes (if using XML or RDB, first update the exported binary
versions after upgrading the FactoryTalk Batch software, and then
export them back to XML or RDB format)
• Area models (Batch\<project name>\recipes folder)
IMPORTANT Do not restore the FactoryTalk Batch version 13 module .ini
files. The .ini files are only restored when you are reverting to
the previous installation.
FactoryTalk eProcedure files

Restore these FactoryTalk eProcedure files to their original locations:

• Customized User.asp files
• Any other customized files that support the customized User.asp
FactoryTalk Material Manager databases and files

Restore these FactoryTalk Material Manager files and databases to their
original locations:
• Materialserver.log file (Batch\bin folder)
• MaterialBasedRecipe database
• MaterialBasedRecipe_MAJ database
• Any other material-based recipe databases unique to the facility
Tip: After restoring the material database, use SQL Server Management Studio to run the
MaterialTrack_db_schema_Procedures.sql script, which deletes the old stored
procedures and adds the new stored procedures. The script is located at: C:\Program Files
(x86)\Rockwell Software\Batch\Scripts.
FactoryTalk Event Archiver databases and files

During installation of FactoryTalk Event Archiver during installation an
option to overwrite the existing database or migrate data from the
BatchHistory (or BatchHistoryEx) database to the new FactoryTalk Batch
14.00 database is provided. Because of this, you do not need to restore the
backup files created before the upgrade. Those files were created to support
reverting your system to the previous version if necessary.
IMPORTANT Updates to the BatchHistoryEx database overwrite any customizations made to
FactoryTalk Event Archiver reports. You will need to recreate all customized reports
after the upgrade.
Do not attempt to perform a full database backup and restore instead of allowing
the installation program to overwrite or migrate the databases. A full database
backup and restore will overwrite changes made to the schema as part of the
upgrade.
66
Migrate area models from After upgrading FactoryTalk Batch you must migrate any area models and
recipes to the 14.0 schema so they can be used by the system.
FactoryTalk Batch version
13.00 or 13.00.02
Prerequisites
• Use the FactoryTalk Administration Console to confirm that any linked
FactoryTalk and Windows users and groups that are required by
signature templates are configured in the FactoryTalk Network
Directory.
To migrate area models from FactoryTalk Batch version 13.00 or

13.00.02
1. Open FactoryTalk Batch Equipment Editor.
2. Select File > Open.
3. Navigate to and select the version 13 area model.
4. When prompted to update the equipment database, select Yes.
If the area model uses signature templates, and no FactoryTalk users
and groups match, the Security Permissions in the signature template
are empty and require configuration. FactoryTalk Batch Equipment
Editor displays a list of signature templates on which translation of
security descriptors failed in the Invalid Signoffs dialog box.
5. Make a note of the affected templates and select OK. The migration
completes.
IMPORTANT If the Phase Failure enumeration set of an area model has
ordinal values greater than 32767, reconfigure the values after
migration. See System enumeration sets in the FactoryTalk
Batch Equipment Editor User Guide.
6. Save the area model.
7. Open each signature template and configure the Signoff Permissions.
See Create a Signature Template in the FactoryTalk Batch Equipment
Editor User Guide for detailed instructions.
Migrate recipes from The FactoryTalk Batch Recipe Editor schema has changed from version 13 to
version 14. When opening the Recipe Editor, some recipes might require
FactoryTalk Batch version translation before using the Recipe Editor.
13.00 or 13.00.02 These instructions are for recipes stored in the default binary files and for
migrating the binary recipes export of XML or RDB recipes.
67
To migrate recipes from FactoryTalk Batch version 13.00 or 13.00.02

2. Select Options > Server Options.
3. In the Server Options dialog box, Store Recipes Using section, select
Binary Files and set the path to the binary files.
4. Open the binary area model that was backed up before upgrading.
FactoryTalk Batch Equipment Editor prompts to migrate the area
model. Accept the migration and then save the file.
5. If errors occur during migration, stop and address the errors in the
area model.
7. If prompted to translate recipes, select Yes.
8. (optional) If auditing is enabled, enter appropriate comments in the
Audit Comments dialog box
9. Select OK. The Recipes Requiring Verification dialog box displays all
recipes that require verification.
10. (optional) Select Verify All to verify the listed recipes. The Verification
Process Results dialog box opens. If any errors occur during
translation, they are displayed in the top portion of the dialog box.
11. Double-click an error message to open the recipe to the error.
Tip: Select all of the error or warning text and copy it to a text editor to
use the list while addressing the errors.
12. Close the dialog box. The verified recipes are copied back into the
working set of recipes.
13. (optional) If auditing is enabled, the Audit Comments dialog box
opens prior to saving the recipes. Enter appropriate comments, and
then select OK.
Convert binary recipes to After installing the latest version of FactoryTalk Batch components and
migrating the area model, convert binary format recipes to an XML or RDB
XML or RDB format if needed.
Convert migrated recipes Use this procedure to convert updated binary recipes back to XML format.
back to XML format

To convert migrated recipes back to XML format
2. Select Options > Server Options.
3. In the Server Options dialog box, Store Recipes Using section, select
XML Files and set the path to the XML recipe location.
5. Select File > Import Recipe Into Working Set.
68
6. In the Import Recipe into XML directory dialog box, select Binary
Files and set the path to the location of the translated binary files.
7. In the Recipe Name list, select all the recipes, and then select Import.
Recipes are imported into the working set of recipes in XML format.
Convert migrated recipes Use this procedure to convert migrated binary recipes back to RDB format.
back to RDB format

To convert migrated recipes back to RDB format
1. In FactoryTalk Batch Equipment Editor, select Options > Server
Options.
2. In the Server Options dialog box, under Store Recipes Using, select
SQL Server Database.
3. Select the node and database to store recipes.
Tip: The default database is masterrecipes. Substitute a different
database name, if needed.
5. Select File > Import Recipe Into Working Set.
6. In the Import Recipe into Database dialog box, select Binary Files and
set the path to the location of the migrated binary files.
7. In the Recipe Name list, select all the recipes, and then select Import to
convert the recipes to RDB format and store in the database.
Configure recipe storage Recipes can be stored either as binary files, in a SQL Server Database, or as
XML files
To configure recipe storage

2. On the menu bar, select Options to open the Server Options dialog box
3. Under Store Recipes Using, select one of these options for storing
recipes:
• Binary Files (default format): Stores recipes in separate files
according to the recipe level and specified directory:
Stores procedures as .bpc files
Stores unit procedures as .upc files
Stores operations as .uop files
• Microsoft SQL Server Database: Stores recipes in a SQL Server
database.
Tip: If SQL Server is not installed on the same computer as the Batch
Client, perform a custom installation of SQL Server and install the Client
Tools Connectivity option. This displays a list of available SQL Server
databases in the Server Options dialog box.
69
• XML Files: Stores recipes in separate .xml files:
Stores procedures as .pxml files
Stores unit procedures as .uxml files
Stores operations as .oxml files
4. Select OK to apply the configuration settings.
70
Chapter 9
Troubleshoot FactoryTalk Batch installation or

upgrade
At release time, this application presents certain circumstances and errors

that require troubleshooting. This section supplies troubleshooting topics that
indicate possible causes and solutions.
• Manually configuring the Windows Firewall
• Defining or resetting a disabled Administrator account
• Communication with the FactoryTalk Batch Server timing out
• Configuring Internet Explorer security settings for Trusted Sites
• Internet Explorer’s intranet zone
• Running as Administrator for eProcedure Client on Windows Server
operating system
• Recreating the masterrecipes database
Manually configure the If the Windows Firewall is enabled, and not externally controlled, the
Windows Firewall Configuration Utility runs automatically. If this utility
Windows Firewall does not run automatically, manually run it on each computer in the
FactoryTalk Batch system after installing servers or clients.
To manually configure the Windows Firewall

1. Navigate to All Programs > Rockwell Software > FactoryTalk Tools >
Windows Firewall Configuration Utility. The configuration utility
starts.
2. If the firewall is not enabled, a dialog box may open. Select Yes to
enable the firewall and continue.
3. On the Rockwell Software Windows Firewall Configuration Utility
dialog box, review the list of suggested changes and select Accept.
4. On the Confirm Windows Firewall Changes dialog box, verify that the
New Firewall State is set to On with Exceptions.
5. Select OK.
For a complete list of the exceptions made by the Windows Firewall
Configuration Utility, refer to FactoryTalk Batch Windows Firewall
exceptions in the FactoryTalk Batch Administrator Guide.
71
Chapter 9 Troubleshoot FactoryTalk Batch installation or upgrade
Define or reset a disabled The FactoryTalk Directory Configuration Wizard runs silently during the
FactoryTalk Service Platform installation or upgrade. Run the wizard
FactoryTalk Administrator manually to define or reset a disabled Administrator account. FactoryTalk
account Batch and FactoryTalk Batch ActiveX Controls store client configuration
settings in the Local and Network Directory.
To define or reset a disabled FactoryTalk Administrator account

1. Open the FactoryTalk Directory Configuration Wizard located within
the installed FactoryTalk Batch applications. The FactoryTalk
Directory Configuration Wizard opens.
2. Select one or more options, and then select Next.
• Configure the FactoryTalk Network Directory
• Configure the FactoryTalk Local Directory
3. Complete one or more pages:
• In Reconfigure FactoryTalk Network Directory, enter the User
name and Password for an existing Network administrator account.
Re-enter the password in the Confirm password box, and then
select Next.
• In Reconfigure FactoryTalk Local Directory, enter the User name
and Password for an existing Local administrator account. Re-enter
the password in the Confirm password box, and then select Next.
4. On the Summary window, select Close.
Tip: For more detailed information on FactoryTalk Directory installation
and configuration, select the Help button on the wizard, or view the
FactoryTalk Administration Console help file.
Communication with If the FactoryTalk Batch and eProcedure Servers run on a workgroup, add an
Incoming Firewall Rule to allow the FactoryTalk Batch Service Manager to
FactoryTalk Batch Server connect to the Server in a timely manner. For more information about adding
times out an Incoming Firewall Rule, see Add an incoming firewall rule.
Disable Administrative Approval Mode for all administrators on the
FactoryTalk Batch Server when running on a workgroup. This ensures that
administrators do not have to install or run programs using elevated
privileges.
For more information about disabling Administrative Approval, see Disable
Administrative Approval Mode.
72
Configure Internet Explorer Use these instructions to configure Internet Explorer security settings for
Trusted Sites.
security settings for
Trusted Sites
To configure Internet Explorer security settings for Trusted Sites
1. Using Internet Explorer, open Settings > Internet Options.
2. Select the Security tab.
3. Select Trusted sites.
4. Under Security level for this zone, drag the slider to lower the security
level for the Trusted sites zone to Low or Medium-low.
5. If the eProcedure Trusted sites differ from the default installation,
select Sites to open the Trusted sites dialog box.
• Under Websites, scroll through the list and verify that the
eProcedure Server computer and about:blank sites are listed.
• If the eProcedure Server computer and about:blank sites are not
listed, select Add and add them.
• Select Close when finished.
6. Select OK to apply the changes.
Internet Explorer intranet The installation of the eProcedure Server installs a Security_HKLM_Only key
and sets the key to 1 (enabled). The key exists in the location:
zone
HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\CurrentVe
rsion\Internet Settings
Internet Explorer uses intranet security settings when:
• The Security_HKLM_Only key is 0 (disabled) or removed
• The eProcedure Server name does not appear on the list of trusted sites
• The site qualifies as an intranet site
Configure the ActiveX settings for the intranet zone.
Run as Administrator on To launch the eProcedure Client on a computer running Windows Server you
must be logged in with an account that has administrator privileges.
eProcedure Client on
Windows Server operating
To run as Administrator on Windows Server operating systems:
systems
• Right-click the eProcedure Client icon and select Run as
administrator.
73
Manually recreate the If the database name is not masterrecipes, follow these steps to edit the .bat
file and the createmasterrecipedb.sql script to specify the name of the
masterrecipes database
database and recreate it.
If the database needs to be recreated at any time, the .bat file can also be used
to recreate it.
Tip: If Store recipes in RDB format was selected when installing FactoryTalk Batch, running the
createmasterrecipedb.bat file is not required.
Prerequisites
• Use the Rockwell Software\Batch\Scripts\createmasterrecipedb.bat
file to recreate the recipe database.
Tip: This batch file uses the default database name masterrecipes. It executes these SQL
scripts in the Batch\Scripts folder to create the database and tables:
• createmasterrecipedb.sql
• createrecipetables.sql
To manually recreate the masterrecipes database

1. Edit Batch\Scripts\createmasterrecipedb.bat using a text editor.
Replace masterrecipes with the database filename.
2. Edit the createmasterrecipedb.sql script using either SQL Server
Management Studio or another editor to specify the database file
name.
3. Run the Batch\Scripts\createmasterrecipedb.bat file to create the
database and tables.
74
Appendix A
Use FactoryTalk Batch with a Windows

Workgroup
This appendix includes instructions for using FactoryTalk Batch components

on a Windows workgroup.
Windows Workgroup This section describes steps to configure FactoryTalk Batch to run under a
Windows Workgroup.
If the FactoryTalk Batch system runs under a Windows Workgroup, you will
need to perform these additional tasks:
• Create Windows accounts
• Add an incoming firewall rule
• Disable Administrative Approval Mode
Create Windows accounts If the FactoryTalk Batch application servers use a local account, create
Windows accounts with the same name and password on all computers in the
workgroup.
Add an incoming firewall Add incoming firewall rules for these applications:
rule • FactoryTalk Batch Server

• eProcedure Server
To add an incoming firewall rule

On the computer where the component is being installed:
1. Navigate to Windows Firewall with Advanced Security.

2. Select Inbound Rules, right-click Inbound Rules, and then select New
Rule.
3. In the New Inbound Rule Wizard, select the following values:
• In Rule Type, select Port.
• In Protocol and Ports, select TCP and in Specific local ports, type
49157.
• In Action, select Allow the connection.
• In Profile, select all profiles (Domain, Private, Public).
75
Appendix A Use FactoryTalk Batch with a Windows Workgroup
• In Name, in the Name box, enter Port 49157 TCP, and then select
Finish.
• Verify that Port 49157 TCP rule exists in the Inbound Rules list.
• Close Windows Firewall with Advanced Security.
Disable Administrative Disable the User Account Control: Run all administrators in Admin Approval
Mode security policy setting on the FactoryTalk Batch Server computer when
Approval Mode running on a Windows Workgroup. This ensures that users do not have to
install or run programs using elevated privileges.
IMPORTANT If this security setting is configured to Disabled, the Windows Security Center notifies
you that the overall security of the operating system has been reduced. As a result of
this change Windows User Account Control (UAC) is not used, and any security
benefits and risk mitigations that are dependent on UAC are not present on the
computer. Additionally, when this setting is changed, the computer must be restarted.
To disable Administrative Approval Mode

1. On the FactoryTalk Batch Server, navigate to Control Panel >
Administrative Tools > Local Security Policy.
2. Expand Local Polices and select Security Options.
3. Locate User Account Control: Run all Administrators in Admin
Approval Mode and double-click it.
4. In the Local Security Setting tab, select Disabled, and then select OK.
5. Verify that User Account Control: Run All Administrators in Admin
Approval Mode displays as Disabled.
6. Close the Local Security Policy window.
76
Appendix B
Install FactoryTalk eProcedure Client

components
The FactoryTalk eProcedure Client uses Internet Explorer to enable operators

to run batch recipes that contain manual instruction phases and automated
phases.
Before beginning the installation, complete all the pre-installation
administrative tasks.
Install the FactoryTalk Batch Server and FactoryTalk eProcedure Server
components before installing FactoryTalk eProcedure Client components.
Be aware of these limitations regarding FactoryTalk eProcedure components:

• The FactoryTalk eProcedure Client requires installation of MSXML 4.0
on the FactoryTalk eProcedure Server machine to properly render the
Instruction page. Due to security risks, the FactoryTalk Batch
installation no longer installs MSXML 4.0.
Use FactoryTalk Batch View v1.02 to view FactoryTalk eProcedure
clients or manually install the msxml.msi located in the [root
folder]\Redist\MSXML_4.0SP3\ folder.
• Any Visual Basic® scripting in instructions should be converted to
JavaScript.
Browsers such as Microsoft Edge, Google Chrome browser, Mozilla
Firefox, and Apple Safari, do not support Visual Basic scripting. In
these browsers, Visual Basic scripting actions are ignored and no error
message is displayed.
• The user must be a member of the Administrators group to run the
FactoryTalk eProcedure Client on a Windows Server computer and to
obtain the required privileges to execute the FactoryTalk eProcedure
Client.
• The FactoryTalk eProcedure Client is not supported on a computer
running the Windows Server 2012 Data Center and Windows Server
2016 Data Center operating systems. Use FactoryTalk Batch View v1.02
to view FactoryTalk eProcedure clients.
77
Appendix B Install FactoryTalk eProcedure Client components
Important: To run the FactoryTalk eProcedure Client on a Windows Server
machine, first do the following:
• Disable Internet Explorer Enhanced Security Configuration.
• Obtain the required privileges to execute the FactoryTalk
eProcedure Client, right-click the FactoryTalk eProcedure Client
icon and select Run as administrator.
Install the FactoryTalk The FactoryTalk eProcedure Client is a web-based application that creates and
commands batches. A batch is composed of a combination of process-
eProcedure Client connected phase logic and instruction files that step the operator through the
manual process of producing a batch of products.
Tip: Prerequisite checks are run automatically to verify that the required software is present on the
To install the FactoryTalk eProcedure Client Components

1. Run Setup.exe.
• Select FactoryTalk eProcedure v14.00.
• Select Client Components.
• Select Next.
4. On the Options page, Network Directory is required and is selected by
default. Select Next.
5. On the System Details page, complete these items:
• In User Name, enter the domain\user name for the FactoryTalk
Batch Server or Material Server to run under. If the user account is
in the current domain, the domain does not need to be specified.
• In User Account, enter the user account for use by the FactoryTalk
Batch Server.
• Select Next.
select Accept all.
78
Post-FactoryTalk Post-installation configuration of the FactoryTalk eProcedure Client

computer includes these tasks:
eProcedure Client
• Set the Internet Explorer home page for FactoryTalk eProcedure
component installation Clients
• Configure Internet Explorer to view FactoryTalk eProcedure pages
• Configure Internet Explorer compatibility view settings
• Select the Windows Classic theme in Windows 7
Set the Internet Explorer The FactoryTalk eProcedure Client install sets the home page only for the user
home page for FactoryTalk who installed the product. Any other users who will be using the FactoryTalk
eProcedure Client on that computer must set the FactoryTalk eProcedure
eProcedure Clients Client as the home page.
To set the Internet Explorer home page for FactoryTalk eProcedure

Clients
1. In Internet Explorer, select Tools > Internet Options.
2. In the Home page box, enter http://<computer name>/FactoryTalk
eProcedure/ (where <computer name> is the name of the Server where
the FactoryTalk eProcedure Server is installed).
3. Select OK.
Configure Internet Explorer Use these instructions to configure Internet Explorer to view FactoryTalk
eProcedure pages.
to view FactoryTalk
eProcedure pages
To configure Internet Explorer to view FactoryTalk eProcedure
pages
1. In Internet Explorer, select Tools > Internet Options.
Tip: If using the global policy editor, use gpedit.msc.
2. Select the Security tab.

3. Select Trusted sites and then select Sites.
79
Tip: When adding sites to Internet Explorer Security Zones, be aware that:
• The FactoryTalk eProcedure installation modifies the Trusted sites
security setting for the local computer. This provides all users with
consistent FactoryTalk eProcedure Client operation. The instructions
provided in this guide enable the current user to customize the
FactoryTalk eProcedure Client operation and addition of sites into the
current user's Internet Explorer security zones. Incorrectly following the
instructions may result in undesired FactoryTalk eProcedure Client
behavior or damage to the configuration of the computer, or both.
• Third-party computer and network security products, like Symantec,
interact with Internet Explorer to secure computing environments.
Modifying the default FactoryTalk eProcedure installation may lock
down some settings and prevent the FactoryTalk eProcedure Client
from successfully operating.
4. In the Trusted sites dialog box, verify that Require server verification
(https:) for all sites in this zone is disabled.
5. In the Add this Web site to the zone box, type http://<name of
computer hosting FactoryTalk eProcedure server>. Select Add to add
the Web site to the Web sites box.
6. In the Add this Web site to the zone box, type about:blank. Select Add
to add about:blank to the list of websites.
7. In the Add this Web site to the zone box, type about:internet. Select
Add to add about:internet to the list of websites.
8. Close the Trusted sites dialog box.
9. In the Internet Explorer Options dialog box, select Custom Level.
10. In the Security Settings dialog box, select Enable for these options:
• Download signed ActiveX controls
• Download unsigned ActiveX controls
• Initialize and script ActiveX controls not marked safe
• Run ActiveX controls and plug-ins
• Script ActiveX controls marked safe for scripting
11. Select OK. A confirmation message is displayed.
12. Select Yes to change the security settings and close the Security
Settings dialog box.
13. Select OK. If prompted, restart the computer.
Configure Internet Explorer Use these instructions to configure the Internet Explorer compatibility view
settings.
compatibility view settings
To configure Internet Explorer compatibility view settings

1. From Internet Explorer, select Tools > Compatibility View Settings.
2. In Add this website, enter the eProcedure server name as
http://<computer name>, and select Add.
3. Refresh the Internet Explorer browser.
80
Tip: To enable the current user to maintain a separate set of eProcedure
Client security settings than those for the local computer, see Configure
Internet Explorer security settings for Trusted Sites.
Select Windows theme in Windows 7 requires the Windows Classic theme to use the eProcedure Client.
Using other themes (such as Windows Basic) may cause unpredictable issues
Windows 7 with color and display.
To select the Windows Classic theme in Windows 7

1. Select Start > Control Panel > Appearance and Personalization >
Personalization.
2. Select the Windows Classic theme.
3. Select Close.
81
Appendix C
Uninstall FactoryTalk Batch version 14.00
This section describes how to uninstall FactoryTalk Batch version 14.00.

Tip: Users must have administrative privileges on the target computer to
uninstall the software.
Uninstall the FactoryTalk Use this procedure to uninstall all FactoryTalk Batch components on the
computer at once.
Batch system
Prerequisites
• Close all FactoryTalk Batch applications.
• Stop all Batch services.
To uninstall the FactoryTalk Batch System

2. On the Uninstall or change a program page, select FactoryTalk Batch
system and select Uninstall. The Uninstall page opens with all
FactoryTalk Batch installed components on the computer selected.
3. Select Uninstall. The uninstall program removes all FactoryTalk Batch
components.
4. Select Close.
Uninstall the FactoryTalk As an alternative to uninstalling the entire FactoryTalk Batch System, use the
Uninstall page to uninstall unnecessary components and keep useful
Batch components components. Multiple components can be selected.
Prerequisites
83
Appendix C Uninstall FactoryTalk Batch version 14.00
To uninstall the FactoryTalk Batch components

2. On the Uninstall or change a program page, select a FactoryTalk Batch
component and select Uninstall.
3. On the Uninstall page, select the check box next to each component to
remove.
4. Select Uninstall. The uninstall program removes the selected
FactoryTalk Batch components.
5. Select Close.
Uninstall FactoryTalk Batch Uninstall FactoryTalk Batch Material Manager to move it to another server or
to permanently uninstall FactoryTalk Batch Material Manager if it is not
Material Manager being used.
Prerequisites
• Allow the Message Queue to clear
To uninstall FactoryTalk Batch Material Manager

2. On the Uninstall or change a program page, select FactoryTalk Batch
Material Manager and select Uninstall.
3. On the Uninstall page, verify the FactoryTalk Batch Material Manager
option is selected, and then select Uninstall. The uninstall program
removes FactoryTalk Batch Material Manager.
4. Select Close.
Delete the default Delete the default directories or the directories of the FactoryTalk Batch
components after uninstalling the applications to free up space on the file
directories system.
To delete the default directories

1. In Windows Explorer, expand the Program Files (x86) folder, and
select the Rockwell Software folder. The Batch folder displays in the
right pane.
84
Appendix C Uninstall FactoryTalk Batch version 14.00
2. Right-click the Batch folder and select Delete. A message box confirms
the deletion.
3. Select Yes.
4. Close Windows Explorer.
Delete databases After uninstalling FactoryTalk Batch, delete any remaining databases in SQL
Server to free up space in the database.
Databases that might be present are:
• BatchHistory or BatchHistoryEx
• MaterialBasedRecipe
• MaterialBasedRecipe_MAJ
• Sample2_Materials
To delete databases
1. Open SQL Server Management Studio and expand Databases.
2. Right-click the database and select Delete.
3. Click OK.
85
Index
P
Index placement, servers 14

post-installation 33, 38, 47, 51, 53, 77
post-upgrade 59, 63
pre-installation 19, 59
R
A
RDB 59, 60, 62, 63, 65, 66, 67, 72
accounts 73
recipes 15, 25, 33, 51, 53, 59, 60, 62, 63,
administrator privileges 19, 33, 49, 51
65, 66, 67, 72
redundant 33, 44
B
remote registry 25, 33
back up 59, 60, 62, 63 reporting services 25, 27, 33, 41
batchhistory 14, 33, 41, 60, 63, 83 restart 33, 44, 50, 52, 55, 62, 76, 77
C S
compatibility view 33, 47, 78 server options 33, 45, 65, 66, 67
SQL Server 13, 14, 15, 25, 27, 33, 41, 42, 51,
D 60, 63, 67, 72, 83
start 15, 25, 27, 34, 37, 44, 50, 52, 55, 57,
data execution prevention (DEP) 22
58, 62, 69, 76, 77, 79
database 13, 14, 22, 25, 33, 34, 37, 41, 53,
system overview 13
60, 62, 63, 65, 66, 72, 81, 82, 83
system requirements 13, 14, 15, 20, 25, 33,
date 23, 25, 33, 49, 51, 63, 65, 66
34, 49, 50, 76, 79
delete 22, 33, 60, 63, 81, 82, 83
directories 33, 34, 42, 43, 50, 60, 65, 66, T
70, 76
disabled 69, 70, 71, 74, 77 time 14, 25, 27, 33, 49, 51, 69, 70, 72
troubleshooting 69
F
U
firewall 15, 20, 23, 25, 33, 49, 51, 60, 69,
70, 73, 74 uninstall 59, 60, 62, 81, 82, 83
upgrading 59, 62, 63, 69
I users 22, 27, 41, 42, 65
identify 21, 33, 53, 57 W

installing 7, 15, 19, 20, 25, 33, 34, 49
instructions 18 Windows Server 15, 20, 71
Internet Explorer 15, 47, 69, 71, 77, 78 workgroup 73
L X
licensing 57, 58 XML 59, 60, 62, 63, 65, 66, 67
logs 25, 33, 42, 43, 46
M
MasterRecipes 60, 66, 72
message queuing 60
migrate 62, 65, 66, 67
87
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Factorytalk Batch Components Installation and Upgrade Guide

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Factorytalk Batch Components Installation and Upgrade Guide

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FactoryTalk Batch Components

Installation and Upgrade Guide

Rockwell Automation Publication BATCH-IN002C-EN-D - October 2020

Installation and Upgrade Guide Original Instructions

Important User Information

Labels may also be on or inside the equipment to provide specific precautions.

Configure SQL Server 2014 or SQL Server 2016 to enable

Convert binary recipes to XML or RDB 68

Before starting installation or upgrade of FactoryTalk Batch components,

End User License Agreement (EULA)

Open Source Software Licenses

C:\Program Files (x86)\Common Files\Rockwell\Help\<product

Additional resources Following is a comprehensive list of documentation for the FactoryTalk®

Installation, Quick Start, and Getting Results Guides

View or download publications at

FactoryTalk Batch system overview

FactoryTalk Batch components are configurable products that help define,

Site Level eProcedure Clients

• BatchesList control: Creates control recipes, displays current control

Supported operating systems

Supported database applications

Logix firmware requirements

• Firmware version 18 or later on ControlLogix 5570 and CompactLogix

Logix Designer requirements

FactoryTalk View SE requirements

FactoryTalk Services requirements

Rockwell Automation Test Environment

• The FactoryTalk Batch Server computer cannot be configured as a:

Pre-installation administrative tasks

This section describes administrative tasks to perform before installing

• Configure the Windows Server operating system

To configure the Windows Server operating system

4. Verify the selections, and then select Install.

To configure Windows desktop operating system

FactoryTalk Batch users/user groups

FactoryTalk Batch Material Manager user groups

The installation program updates Windows Firewall settings to allow these

If the Windows Firewall is enabled, and not externally controlled, the

To configure the Remote Registry service

installation • FactoryTalk Batch Server (to store recipes in RDB format)

• Database Engine Services

Visit the Microsoft website (https://www.microsoft.com/en-us/sql-server/sql-

To install Reporting Services

To configure Reporting Services for FactoryTalk Event Archiver

4. Select the URLs link to open Home - Report Manager in a web

To configure Reporting Services for SQL Server 2016

3. On the left pane, select Web Portal URL.

5. If prompted to log into Reporting Services log in as a user with

To configure Reporting Services for SQL Server 2017

16. In Execution Account, select Specify an execution account.

To configure Windows Firewall for a SQL Server using static ports

d. For Profile, select the appropriate network profile (Domain,

4. Click New Rule again to create another inbound rule.

To configure Windows Firewall for a SQL Server using dynamic ports

d. Confirm the path is correct and then click Next.

4. Click New Rule again to create another inbound rule.

Install FactoryTalk Batch Server, FactoryTalk

Installing the FactoryTalk Batch Server, eProcedure Server and FactoryTalk

Default installation of FactoryTalk Batch components