Training Lab

oryTalk Tran
Facto nsactio
on Manager
For Claassroom Use

U Only!!
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MI13 FactoryTalk Transaction Manager
Contents
Before you begin ........................................................................................................................................... 5
About this lab .................................................................................................................................................................................... 5
Tools & prerequisites ........................................................................................................................................................................ 5
Exercise 1: Simple Transaction Example ..................................................................................................... 7

Create a new configuration ............................................................................................................................................................. 10
Defining the connection to the control system ................................................................................................................................ 12
Defining the connection to the database......................................................................................................................................... 14
Connecting control system to database .......................................................................................................................................... 17
Testing the configuration................................................................................................................................................................. 21
Exercise 2: Work order tracking .................................................................................................................. 27

Create a new configuration ............................................................................................................................................................. 27
Defining the connection to the control system ................................................................................................................................ 30
Defining the connection to the database......................................................................................................................................... 32
Connecting control system to database .......................................................................................................................................... 38
Testing the configuration................................................................................................................................................................. 43
Exercise 3: Parameter Download / Recipe Management ........................................................................... 49

Adding points to an existing configuration ...................................................................................................................................... 49
Adding data objects to an existing configuration............................................................................................................................. 52
Adding a transaction to an existing configuration ........................................................................................................................... 53
Testing the modified configuration .................................................................................................................................................. 56
Exercise 4: Duplicating transactions ........................................................................................................... 59

Exporting existing configuration data .............................................................................................................................................. 60
Editing the exported file .................................................................................................................................................................. 62
Importing new configuration data .................................................................................................................................................... 65
Exercise 5: Buffered data collection ............................................................................................................ 69

Duplicating points with Excel .......................................................................................................................................................... 69
Adding a new data object................................................................................................................................................................ 73
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Exporting a transaction template .................................................................................................................................................... 74
Building a transaction in Excel ........................................................................................................................................................ 77
Importing a nearly complete transaction ......................................................................................................................................... 81
Completing the imported transaction .............................................................................................................................................. 81
Conclusion .................................................................................................................................................. 87
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Before you begin
Launch the FactoryTalk Transaction Manager. A shortcut to it can be found on your desktop or it can be run from the Start -> All
Programs -> Rockwell Software -> FactoryTalk Transaction Manager -> FactoryTalk Transaction Manager menu item.
About this lab

FactoryTalk Transaction Manager is a server based tool for managing the flow of data from the control system to a database and
back again. Applications where Transaction Manager can be deployed range far beyond the simple data collection scenario.
The goal of this lab is to demonstrate some of the types of advanced tasks that can be accomplished with the product and to
explore the tools available to help create and manage larger configurations quickly and easily.
This lab is intended to be done in sequence; however provisions have been made to allow individual exercises to be skipped if
necessary.
Tools & prerequisites

Software programs required
FactoryTalk Transaction Manager 10.00
FactoryTalk View SE 5.10
RSLogix 5000 v17
SoftLogix 5800 v17
Microsoft Office Excel 2008
Microsoft SQL Server Standard 2008
VMware Workstation 8.0.2
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Exercise 1: Simple Trransaction Exxample
FactoryTalkk Transaction Maanager is a transsactional data pump that execuutes transaction based on triggers either in the ccontrol
system or inn database systeems thru the Entterprise Connecttors. The system m link tags in the control system with columns in
database taables, and basedd on either triggeers or continuouss scheduled trannsactions, data iss moved betweeen the control system
and the tables in the Enterpprise systems.
FactoryTalkk Transaction Maanager has multiiple steps in configuring transacttions, running thhese and testing them. In order tto get a
good initial overview
o of Trannsaction Manageer, we will start with
w a fairly simpple example thatt basically transfeers a value from
m our
control environment to a tabble in our databaase on a trigger.
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A complete Transaction Manager transactioon is created bassed on 5 steps
First step Step 1 is where the main configuration is defineed. You define w
where the configuuration file is stored, and what tw
wo
connectors are going to be used typically the Control connnector will be tallking to FactoryTTalk Live Data, aand the Enterprisse
connector inn the other end will
w be based on a SQL table connnected via the Microsoft OLE-D DB connector.
Second Step Step 2 is whhere the connecttors are going to be defined. Herre the Control Coonnector gets deefined and the uuser
that will be used
u for authenttication and runnning the service. Also the Enterpprise Connector ggets defined with its user runninng its
service.
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Third Step Step 3 is where the data points from the controller that will be collected or updated from the control system get
defined. All controller and/or HMI tags that are involved in the transaction(s) get chosen and the update mode of those tags are
defined:
Scheduled - are tags that are continuously on scan on a fixed scan rate, and the current value is
stored in a buffer and being provided to the FactoryTalk Transaction Manager Service
when requested. This mode is also sometimes called polled mode.
Unscheduled - are tags that are typically used as triggers. This collection mode is driven by the data
server. Basically when the data server detects a change in value, the new value is
passed to the Transaction Control Manager service, This collection mode is event-based
and not time based.
Device-Scheduled - are tags that are collected on a one shot read, were the data server is forced to make a
direct read of the data value for each request. This mode puts more strain on the data
server and the control system, but ensures that any changes in between scans are
registered.
Fourth Step step 4 is where the selected Enterprise connector Data Objects gets configured. . Then the table that is used for
the transaction and/or the stored procedure that is used to get or put the values in the transaction is selected. Once selected
Data Objects are created for each transaction. These Data Objects define the stored procedures and their input/output variables,
or it defines the tables to use and what columns in those tables are going to be used in the transactions.
Fourth Step step 4 is where Data Objects are configured. A Data Object is defined typically by a Database Table or storred
procedure this configuration is used to enforce binding with control system tags. In short a Data Object is a FactoryTalk
Transaciton Manager representation of the Database Table or stored procedure.
Fifth and last Step step 5 is where the connection(s) (bindings) between the tags in the control system and the columns in the
database tables are defined. It is also where the transactions are going to be bound to the Data Objects created in step 4.
Once these five steps has been completed a complete transaction is then defined, and this transaction can then be tested and
validated. This is typically done by just starting the transaction in the Transaction Manager configuration console, and then
monitor the transaction by triggering it from the control system or database system, and look at the resulting transaction either by
the data being updated in the database, or by the database information being pushed down to the controller.
So lets now start the actual exercise, and see how the configuration steps are defined and how the resulting transactions
behave.
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Create a new
n configurattion
The first steep in a Transactioon Manager depployment is creatting a configurattion and setting tthe interface to tthe control systeem and
database. Typical
T applicatioons will leveragee FactoryTalk LivveData to interfa ce with any num
mber of Rockwell and 3rd party O OPC
servers and either ODBC orr OLE-DB to inteerface to a SQL Server databasee.
In the FactoryTalkk Transaction Maanager user inteerface, select Neew from the Configuration m
menu
In the Configuration Name field enter MI10_Ba

asic and clickk Step 1
In the Path field enter C:\Lab

bFiles\MI10
0_Basic.
Check Enable Onnline Edits
Check Microsoft OLE-DB
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Click Apply
Click OK on the Insert Successs dialog then Cllose to return too the configuratioon checklist
Click Step 2
In the Password field enter roc
ckwell and click Apply
Click Yes on Uppdate Warning dialog.

d Then clicck OK on the U
Update Successs dialog.
Frrom the Connecctor Service droop down box, sellect OLEDB Coonnectors
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In the Connector Name field entter OLEDB
Noote that the passsword field has already
a been populated and clicck Apply (note: if the password field is blank, ennter
r
rockwell)
Defining th
he connection
n to the contro
ol system
Once the fraamework of the configuration
c has been defined, the connectionss to the control ssystem can be crreated. The conttroller
and HMI prooject for this lab contains 3 workk stations in a ficttional manufactuuring plant. For tthis simple exam
mple we have creeated
two tags in the
t HMI project thatt we are goinng to use to popuulate a table in oour database.
/Graaphics::FTTMInteeger Vaalue to be moveed the database table
/Graaphics::FTTMTriggger Trrigger to trigger tthe transaction
With these HMI

H tags identified, the next stepp in configuring Transaction
T Mannager is to definne the data pointts, and their colleection
parameters.
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Click Step 3
<!!> In the Select An Application window, select RSTechED20100 and click OK
In the tag browserr find and add thhe following tagss:
/G
Graphics::FTTMInteger
/G
Graphics::FTTMT
Trigger
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Change the modee of /Graphics::F
FTTMTrigger to Unscheduled
Change the modee of /Graphics::F

FTTMInteger to Device-Sched
Click Apply to saave changes andd then Close too return to the coonfiguration checcklist
Defining th
he connection
n to the databaase
The samplee table for this labb is a very simple table structuree. This exercise makes use of a table with basiccally only values and
timestamps. Transaction Maanager can interrface directly with a variety of daatabase table designs and perforrm single row insserts
or updates. More complicateed operations annd integrations can c be wrapped in a stored proccedure and expoosed to Transacttion
Manager.
For this exeercise, Transactioon Manager will be configured too use the triggerr tag to execute tthe transaction tthat stores the value
and timestamp in the databaase table
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Click Step 4
Click the ellipsis [] button next to the Databasee Connection drrop down box
Under the Serverr Name drop doown box, select MI10

In the User Namee field, enter ftttm

In the Password field, enter fttm
m
Click Refresh
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<!!> From the list of
o databases, seelect ProductionnManagement aand click Test
Click OK to acknnowledge the C

Connection Succeeeded messagee
Click Apply
Click OK on the Insert Successs dialog then Cllose to return too the data objectt definition windoow
Click the Table radio
r button
Frrom the Table drop down box select

s dbo.SimppleTable
Hoold the Ctrl keyy and click on the fields, SimpleeValue and Sim
mpleTimeStamp and click the >>> button to addd these
fieelds to the data object
o
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Make sure the Insert radio buttoon is checked.
In the Name fieldd, enter MI10.

.ProductionManagement.
.dbo.Simple
e
Connectin
ng control sysstem to databaase
With the connnection to both the control system and databasse defined, the laast step in building a configuratioon is connectingg
control systeem points to dattabase objects and determining when
w data transsfers should occuur.
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Click Step 5
Frrom the Data Object Name select MI10.ProduuctionManagemeent.dbo.getWIP
Click the Enable radio button unnder the Transacction Status secction
Right click on Sim

mpleValue and seelect Bind Data Point
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Seelect FT.RSTecchED2010._Grapphics::FTTMInteeger from the lisst of available daata points
Right click on Sim

mpleTimeStamp and
a select Bindd Expression
Seelect TransTimeestamp() buttonn to select the tim

mestamp of the aactual transactioon
Prress OK to accept the time stam

mp expression
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Click the Trigger / Storage buutton
Click the On Unsscheduled Event radio button
Frrom the Unscheeduled Event drrop down box, seelect FT.RSTecchED2010._Grapphics::FTTMTriggger
Baased on how thee HMI Trigger tagg will change beetween 0 and 1 sselect the On Change radio opption.
Beecause the transsaction would noormally see a change on startup , we check the Ignore the First Unscheduled Evvent
chheck box, so onlyy the actual event after the transsaction is startedd will trigger an eevent.
Click OK to returrn to the transacction definition window

w
In the Transaction Name field ennter Simple
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Click Apply
Click
C Yes on thee Update Warning dialog.
Click OK on the Insert Successs dialog
Click Close to reeturn to the confiiguration checklist
Click Close to exxit the configurattion checklist
Testing th
he configuratio
on
As with any system, the lastt step is test andd validate.
Frrom the Configuuration menu seelect Start
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Click Yes to connfirm starting the configuration
Frrom the View menu

m select Traansaction Monitoor
Heere you can monnitor the actual transactions and status of those..
In order to trigger the transactionss, launch the FacctoryTalk View cclient from the deesktop short cutt
In the FactoryTalkk View client, clicck the Simple Lab button in thee top of the displlay
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In the FactoryTalkk View screen, enter
e a number inn the number fieeld, press <PgDnn> to download the value to the HMI
seerver, and then press
p Trigger Trransaction buttoon
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Noote that in the FaactoryTalk Transsaction Manager window, Simpl e reports 1 total and 1 passed trransactions.
In order to see thee result of the traansactions, we need

n to look up tthe data in the taable.
Beefore that repeatt the process in the HMI client and submit a couuple of transactioons with different numbers
Open SQL Serverr Management Studio

S
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Coonnect to the daatabase engine on
o MI10 with Winndows Authenticcation
Under MI10 > Dattabases > ProduuctionManagemeent > Tables, rig ht click on dbo.S
SimpleTable andd click Select Toop
10000 Rows
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Veerify that the Sim
mpleValue and SimpleTimeStam
S mp matches the vvalues and timess that the transaactions were exeecuted
If you do not see your

y number on this list there are
a a couple item
ms that you mayy have missed.
Did you enter a nuumber and then press page dow wn? This downlooads the value frrom the HMI Clieent to the HMI seerver
taag that FactoryTaalk Transaction Manager
M picks up.
u
Is FactoryTalk Traansaction Managger configurationn running?
Frrom the Configuuration menu, select Stop
Click Yes to connfirm stopping thee configuration.
Thhis concluded thhe first basic FacctoryTalk Transaaction Manager eexercise.
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Exercise 2: Work ordeer tracking
In many maanufacturing systtems, it is desirable to know wheere partially builtt products are att various times. TTracking work inn
t process andd highlight areas where efficiencyy can be improved.
progress caan help reduce innventory, identifyy bottlenecks in the
Tracking WIP is often an im
mportant piece off migrating from a build to inventtory to a build to order model andd can help reducce the
amount of wasted
w raw mateerials.
To this end, exercise 2 will pair
p FactoryTalkk Transaction Maanager with a stoored procedure tto retrieve a mannufacturing ordeer for a
work stationn and record the time that the ordder was receivedd by the first sta tion and the timee that the order was completed by that
station. Wheen completed, an operator will be
b able to pull thee next work ordeer from the databbase from the HMI terminal and allow
the control system
s to autom
matically update the
t work order status when com mplete.
Create a new
n configurattion
As indicatedd in the first veryy basic excursivee, the first step inn a Transaction Manager deployyment is creatingg a configurationn and
setting the interface to the control
c system annd database.
In the FactoryTalkk Transaction Maanager user inteerface, select Neew from the Configuration m
menu
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In the Configuration Name field enter MI10_Co
onfig and clicck Step 1
In the Path field enter C:\Lab

bFiles\MI10
0_Config.
Check Enable Onnline Edits
Check Microsoft OLE-DB
Click Apply
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Click Step 2
In the Password field enter roc
ckwell and click Apply
Click Yes on Uppdate Warning dialog.

d Then clicck OK on the U
Update Successs dialog.
Frrom the Connecctor Service droop down box, sellect OLEDB Coonnectors
In the Connector Name field entter OLEDB
Noote that the passsword field has already
a been populated and clicck Apply (note: if the password field is blank, ennter
r
rockwell)
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Defining th
he connection
n to the contro
ol system
Once the fraamework of the configuration
c has been defined, the connectionss to the control ssystem can be crreated. The conttroller
and HMI prooject for this lab contains 3 workk stations in a ficttional manufactuuring plant. Beloow is a list of conntroller tags and their
uses in this exercise:
Trrigger Transactioon Manager to ssend the next

/Devvices::[MI10_Control]Station1.NeextGet
m
manufacturing ordder
Accknowledge thatt the next manuffacturing order

/Devvices::[MI10_Control]Station1.ReeturnGetNext
haas been sent
Accknowledge thatt the build complete time has

/Devvices::[MI10_Control]Station1.ReeturnStationOut
beeen logged
Trrigger Transactioon Manager to loog that work in

/Devvices::[MI10_Control]Station1.BuuildTimer.DN
thhis station is com
mplete
/Devvices::[MI10_Control]Station1.MfgOrder Sttring to hold the manufacturing oorder number
Sttring to hold the part number forr the current

/Devvices::[MI10_Control]Station1.PaartID
m
manufacturing ordder.
With these controller

c tags iddentified, the nexxt step in configuuring Transactionn Manager is to define the data points, and their
collection paarameters.
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Click Step 3
In the Select An Application
A winddow, select RST
TechED2010 andd click OK
In the tag browserr find and add thhe following tagss:

/D
Devices::[MI10_CControl]Station1..NextGet
/D
Devices::[MI10_CControl]Station1..ReturnGetNext
/D
Devices::[MI10_CControl]Station1..ReturnStationO Out
/D
Devices::[MI10_CControl]Station1..BuildTimer.DN
/D
Devices::[MI10_CControl]Station1..MfgOrder
/D
Devices::[MI10_CControl]Station1..PartID
(N
Note: The BuildT
Timer.DN, MfgOrrder, and PartID tags can be fouund in their own sub-folders.)
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Change the modee of /Devices::[M MI10_Control]Staation1.NextGet aand /Devices::[MI10_Control]Station1.BuildTimerr.DN to
U
Unscheduled, ass this is the triggger to trigger the transaction.
making sure the laatest values are collected directly from

Change the modee of the other taggs to Device-Scched, thereby m
the controller wheen the trigger is triggering.
t
Defining th
he connection
n to the databaase
The producttion managemennt database for this t lab is a very simple model. TThis exercise maakes use of a tabble containing
manufacturing orders and a stored procedure to pull the nexxt available ordeer for the first staation. Transactioon Manager can
interface dirrectly with a varieety of database table designs annd perform singl e row inserts or updates. More ccomplicated
a integrations can be wrappedd in a stored procedure and expoosed to Transacction Manager.
operations and
For this exeercise, Transactioon Manager will be configured too use the stored procedure dbo..getWIP to checkk out the next
manufacturing order from thhe database andd directly update dbo.wipTrack w when the work att the current stattion has completted.
Click Step 4
Click the ellipsis [] button next to the Databasee Connection drrop down box
Under the Serverr Name drop doown box, select MI10

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In the User Namee field, enter ftttm
In the Password field, enter fttm
m
Click Refresh
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Frrom the list of daatabases, select ProductionMannagement and cclick Test
Click OK to acknnowledge the C

Connection Succeeeded messagee
Click Apply
Click OK on the Insert Successs dialog then Cllose to return too the data objectt definition windoow
Click the Stored Procedure
P radioo button
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Frrom the Stored Procedure dropp down box select dbo.getWIP
Click the >> buttton to select addd all parameters to the data objeect.
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In the Name fieldd, enter MI10.
.ProductionManagement.
.dbo.getWIP
P
Click Apply
Click the Table radio
r button
Frrom the Table drop down box select

s dbo.wiptrrack
Hoold the Ctrl keyy and click on the fields, mfgordder, partID, annd sta1out and click the >> buutton to add thesse
fieelds to the data object
o
Click the Update radio button
Right click on parrtID in the list off Data Object Columns

C and se lect Modify the update attributee
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Click No
Inn the Name field, enter MI10.Production

nManagement .dbo.statio
on1out
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Connectin
ng control sysstem to databaase
With the connnection to both the control system and databasse defined, the laast step in building a configuratioon is connectingg
control systeem points to dattabase objects and determining when
w data transsfers should occuur.
Click Step 5
Frrom the Data Object Name select MI10.ProduuctionManagemeent.dbo.getWIP
Click the Enable radio button unnder the Transacction Status secction
Right click on @station and select Bind Expression
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In the Expressionn String field, ennter station1
1 and click OK
K
Right click on @mmfgOrder and select Separate Innput/Output Paraameter, do the same for @partID. Note that theere are
noow two entries foor each parametter, an input labeeled I and an o utput labeled O
O
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Right click on the input line of @m
mfgOrder and seelect Bind Null V
Value
Right click on the input line of @ppartID and selectt Bind Null Valuue
Right click on the output line of @mfgOrder
@ and select
s Bind Dataa Point
Seelect FT.RSTecchED2010._Devices::_MI10_Control_Station1.M
MfgOrder from thhe list of availabble data points
Right click on the output line of @partID

@ and select Bind Data Pooint
Seelect FT.RSTecchED2010._Devices::_MI10_Control_Station1.p artID form the list of available ddata points
Check the box next to Bind Transsaction Result
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Frrom the Bind Trransaction Result drop down boox select
F
FT.RSTechED20010::_MI10_Control_Station1.ReeturnGetNext
Click the Trigger / Storage buutton

Click the On Unsscheduled Event radio button
Frrom the Unscheeduled Event drrop down box, seelect FT.RSTecchED2010::_MI10_Control_Statiion1.NextGet

w
In the Transaction Name field ennter Station1
1.IN
Click Apply
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Frrom the Data Object Name droop down box, sellect MI10.ProduuctionManagemeent.dbo.station1out
In the Transaction Name field, enter
e Station
n1.OUT
Right click on mfggorder and seleect Bind Data Pooint
Seelect FT.RSTecchED2010._Devices::_MI10_Control_Station1.M
MfgOrder from thhe list of availabble data points
Right click on parrtID and select Bind Data Point
Seelect FT.RSTecchED2010._Devices::_MI10_Control_Station1.p artID form the list of available ddata points
Right click on staa1out and select Bind Expression
In the expression editor window, click Timestamp() button
c the TransT

w
Click Trigger / Storage
Frrom the Unscheeduled Event drrop down box seelect
F
FT.RSTechED20010._Devices::_M MI10_Control_SStation1.BuildTim
mer.DN
w
Check the box next to Bind Transsaction Result
Frrom the Bind Trransaction Result drop down boox, select
F
FT.RSTechED20010._Devices::_M MI10_Control_S Station1.ReturnS
StationOut
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Click Apply
Click Yes on thee Update Warninng dialog.

Click Close to reeturn to the confiiguration checklist
Click Close to exxit the configurattion checklist
Testing th
he configuratio
on
As with any system, the lastt step is test andd validate.
Frrom the Configuuration menu seelect Start
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Click Yes to connfirm starting the configuration
Frrom the View menu

Laaunch the FactoryTalk View cliennt from the deskktop short cut
In the FactoryTalkk View client, clicck the Get Nextt button
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Noote that in the FaactoryTalk Transsaction Manager window, Statioon1.IN reports 1 total and 1 passsed transactions and
the Ready to builld indicator in FactoryTalk View
w is illuminated.
In the FactoryTalkk View client, clicck the Build button

Noote that when thhe build process completes, the FactoryTalk
F Trannsaction Managger window Statioon1.OUT reportss 1
tootal and 1 passedd transactions and the Ready foor next indicatorr in FactoryTalk View is illuminaated.

S
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Under MI10 > Dattabases > ProduuctionManagemeent > Tables, rig ht click on dbo.w
wiptrack and clicck Select Top 10000
Roows
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Veerify that the sta1in and sta1out fields for the maanufacturing orders processed have updated witth the current daate and
tim
me.
Frrom the Configuuration menu, select Stop
Click Yes to connfirm stopping thee configuration.
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Exercise 3: Parameter Download / Recipe Man
nagement
A database makes the perfeect repository for storing recipess or collections oof build and test pparameters for pproducts. Paired with a
stored proceedure and a smaall amount of conntrol system logiic, FactoryTalk TTransaction Mannager can be useed to transfer
parameters from the databaase into the control system as neeeded. This conccept can be exteended to allow a database to maanage
any type of data that is betteer managed outsside the control system and effeectively makes a database an inttegral part of thee
control systeem.
Exercise 3 builds
b on the preevious configurattion and pulls buuild parameters ffor a particular ppart and passes it back to the coontrol
system.
Note if skippping exercise 2, restore C:\Lab 1complete.r sq to C:\LabFiles\MI10
bFiles\ex1 0_Config\ as
MI10_Con nfig prior to staarting this exercise.
Adding po
oints to an existing configuration
Building upoon the previous exercise
e the folloowing additional controller tags aare necessary too pull build parameters from the
database annd send that infoormation to the control
c system:
Controls the time requireed to build, and eexample of a

/Devvices::[MI10_Control]Station1.BuuildTimer.PRE
set point
Additionaal parameter exaample, not used in ladder in

/Devvices::[MI10_Control]Station1.Paarameters[0]
this lab.

this lab.

this lab.
Acknowleedge that the paarameters have bbeen

/Devvices::[MI10_Control]Station1.ReeturnGetParam
downloadded successfullyy.
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1. Right click on FT in the configuraation tree and seelect Define Daata Points
2. In the tag browserr find and add thhe following tagss:

/D
Devices::[MI10_CControl]Station1..BuildTimer.PRE E
/D
Devices::[MI10_CControl]Station1..Parameters[0]
/D
/D
/D
Devices::[MI10_CControl]Station1..ReturnGetParam m
3. Change the modee of these new points to Device--Sched
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4. In the tag browserr add /Devices::[[MI10_Control]S
Station1.PartID aand change the mmode to Unscheed
Noote: Even though the PartID datapoint was alreaady selected in eexercise one, addd the data pointt again and channge the
mode of the newlyy created datapooint.
5. Click Apply to saave changes andd Close to return to the main w

window
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Adding daata objects to an existing co
onfiguration
6. Right click on OLLEDB under OLLEDB Connectors and select D
Define Data Objeect
7. Frrom the Databaase Connection drop down box select

s \\MI10\PrroductionManaggement
8. Click the Stored Procedure

P radioo button
9. Frrom the Stored Procedure dropp down box select dbo.getParam
m
10. Click the >> buttton to add all stoored procedure parameters
p to thhe data object
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11. In the Name fieldd enter MI10.ProductionM
Management. dbo.getPara
am
12. Click Apply to saave changes andd Close to return to the main w
window
Adding a transaction
t to
o an existing configuration
c
13. Frrom the Define menu select Transaction
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14. Frrom the Data Object Name droop down box seleect MI10.Produ ctionManagemeent.dbo.getParam
m
15. Right click on @p1 and select Seeparate Input/Ouutput Parameter
16. Right click on the @p1 input parameter and selecct Bind Null Valuue
17. Reepeat step 15 annd 16 for @p2, @p3

@ and @p4
18. Right click on @partID and selectt Bind Data Poinnt
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19. Seelect Ft.RSTechhED2010._Devicces::_MI10_Conntrol_Station1.PaartID_1
20. Right click on the @p1 output parrameter and seleect Filter & Seleect Data Points

21. Drag and drop Ftt.RSTechED2010._Devices::_MI10_Control_Staation1.BuildTimeer.PRE onto thee @p1 output

paarameter
22. Drag and drop

Parameters_0__ to @p2, Paarameters_1_ too @p3 and Paarameters_2_ to @p4
23. Check the box next to Bind Transsaction Result
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24. Frrom the Bind Trransaction Result drop down boox select
F
FT.RSTechED20010._Devices::_M MI10_Control_S Station1.ReturnG
GetParam
25. Click Trigger / Storage

26. Click the On Unsscheduled Event radio button annd select
F
FT.RSTechED20010._Devices::_M MI10_Control_S Station1.PartID_11 from the drop down box
27. Click the On Chaange radio buttoon
28. Click the Ignore the
t First Unscheeduled Event check box
29. Click OK to returrn to the Transaaction Definition window

30. Click the Enable radio button
31. In the Transaction Name field, enter
e Station
n1.PARAM
32. Click Apply
33. Click OK on the Insert Successs dialog then Cllose
Testing th
he modified co
onfiguration
34. Frrom the Configuuration menu seelect Start annd click Yes to start the configuuration
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35. Frrom the View menu
36. Laaunch the FactoryTalk View cliennt from the deskktop short cut
37. Click on the indicaator next to Byppass Recipe
38. In the FactoryTalkk View client, clicck the Get Nextt button
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39. Noote that the paraameter informatioon updates and both the Stationn1.IN and Stationn1.PARAM transsactions have
exxecuted.
40. Frrom the Configuuration menu, select Stop

41. Click Yes to connfirm stopping thee configuration.
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Exercise 4: Duplicatin
ng transactio
ons
In many envvironments, a sinngle FactoryTalkk Transaction Maanager instance is used to manaage data flow to several similar oor
identical areeas of the plant. In such environm
ments it is often desirable to creeate one set of trransactions and duplicate them ffor
other identiccal areas of the plant.
p
Exercise 4 takes
t the work done
d in exercise 2 and 3 and shoows how the XM
ML import / exporrt tool can be useed to rapidly depploy
the same seet of transactionss for two additionnal areas.
Basically in this exercise wee are going to exxport an existing configuration ass an XML file, annd then we are ggoing to use an X
XML
editor to chaange a small commponent (the staation name) in thhe XML file, and then save the fiile and import the new file as a nnew
configuration.
Note if skippping exercise 2 and/or

a 3, restoree C:\LabFil les\MI10_Con mplete.rsq to C:\Lab
nfig\ex2com
Files\MI I10_Config\ as MI10_Conf fig prior to starting this exercisse.
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Exporting existing conffiguration dataa
1. Frrom the Tools menu
m select Wiizards
2. Seelect the XML Im

mport / Export Wizard
W radio buttton and click O
OK
3. Seelect the Exportt radio button and click Next
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4. Under Export Setttings uncheck Configuration Data
D and Connecctors and click Next
5. Reeview the exportt summary and click

c Finish
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6. Reeview the exportt results and clicck OK
Editing thee exported filee

7. Open SQL Serverr Management Studio
S
8. Coonnect to the daatabase engine on

9. Frrom the File meenu, select Openn>File
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10. Open C:\LabFiles\MI10_
_Config\MI1
10_Config.xm
ml
11. Frrom the Edit menu, select Findd and Replace > Quick Replacee
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12. In the Find and Reeplace window, under Find whaat: enter Stationn1 and under R
Replace with ennter Station2 and
click Replace All
13. Thhere should be 45

4 occurrences replaced.
r Click OK

14. Change Find whaat: to sta1 andd Replace with: to sta2 and cllick Replace Alll
15. Thhere should be 2 occurrences reeplaced. Click O
OK and close th e Find and Repplace"
16. Frrom the File meenu, select Savve MI10_Config.xxml As and cchange the file naame to Station22.xml
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Importing new configurration data
17. In FactoryTalk Traansaction Managger, from the Toools menu selecct Wizards and reopen the XML import/expoort
wizard
18. Seelect the Importt radio button annd click Next
19. Frrom the Configuuration drop dow

wn box select M
MI10_Config
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20. Click the ellipsis button
b next to thee XML File fieldd and browse to C:\Lab
Files\MI10_C Config\Station2.xml
21. Click Next

22. Reeview the summ
mary and click Finish
23. When
W the import is
i complete, reviiew the status annd log. The impoort should complete with 16 succcessful and 4 faiiled
reecords.
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24. Click Open Log to view the impoort log. Note thatt the errors weree for reused objeects and not new
w objects.
25. In FactoryTalk Traansaction Managger, click on a diifferent entry in tthe configurationn tree to force a refresh. Note: a
seecond set of trannsactions have been
b created
26. Reepeat steps 12 thru

t 25 for Statioon 3.
27. Sttart the configuraation and test eaach station as doocumented in exxercise 2 and 3.
28. Frrom the Configuuration menu, select Stop
29. Click Yes to connfirm stopping thee configuration.
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68 of 87
Exercise 5: Buffered data
d collectio
on
While useful for bi-directionaal data managem ment, the most common
c applicaation for FactoryTTalk Transactionn Manager is datta
collection. While
W simple dataa point reads annd table inserts are a enough for m most applicationss, some data colllection scenarioos
require the control
c system too buffer data to be collected in short
s bursts.
Exercise 5 walks
w through ann example buffered data collectioon scenario andd illustrates addittional import / exxport tools that ccan be
used to augment the user innterface and alloow for rapid deveelopment of appllications.
Note if skippping previous exxercises, restore C:\LabFiles\MI10_Con mplete.rsq too C:\Lab
nfig\ex3com
Files\MI I10_Config\ as MI10_Conf fig prior to starting this exercisse.
Duplicatin
ng points with Excel
1. Right click on FT in the configuraation tree and seelect Define Daata Points
2. In the tag browserr find and add thhe following tagss:

/D
Devices::[MI10_CControl]Buffer[0].DateTime
/D
Devices::[MI10_CControl]Buffer[0].Value
/D
Devices::[MI10_CControl]BufferReesult
/D
Devices::[MI10_CControl]BufferInddex
3. Change the modee of Buffer[0].DatteTime, Buffer[00].Value and BufffferResult to Deevice-Sched andd BufferIndex to
U
Unsched
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4. Seelect the row forr /Device::[MI10__Control]Buffer[00].DateTime andd press CTRL-C
5. Open Microsoft Exxcel and create a new workbookk and press CTR
RL-V to paste
6. In Column A, add an equal sign and double quotee at the start of thhe line and a doouble quote at thhe end.
7. Reeplace the 0 inn Buffer[0] with &ROW()-1& inncluding the quootation marks as shown
8. In column B, add an equal sign annd double quote at the start of thhe line and a douuble quote at thee end.
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9. Reeplace the 0 inn Buffer_0_ with &ROW()-1& including the quuotation marks as shown
10. Noote that the dispplay values in columns A and B are

a still the samee as in the Data Point Definition window in FactooryTalk
Trransaction Manaager.
11. Seelect the row and drag the copy//fill handle down 20 rows
m a Fill Series by default, ensuure that it perform

12. Exxcel may perform ms a copy by cliccking on the poppup menu and
seelecting Copy Cells
C
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13. Deelete columns N and O from thee spreadsheet
14. Prress Ctrl-A to seelect all and Ctrl--C to copy

15. Click on an emptyy line in the data point definition window in FactooryTalk Transacttion Manager annd press Ctrl-V too
paaste.
16. In the Data point name resolutionn message, clicck Modify Existinng
17. Reepeat steps 4-166 on a new sheeet in the same woorkbook for /Devvices::[MI10_Coontrol]Buffer[0].V
Value. Leave Miccrosoft
Exxcel open when complete
18. In FactoryTalk Traansaction Managger, click Apply to save changees and then Cloose
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Adding a new
n data objeect
19. Right click on OLLEDB under OLLEDB Connectors and select D
Define Data Objeect
20. Frrom the Databaase Connection drop down box select

s \\MI10\PrroductionManaggement
21. Click the Stored Procedure

P radioo button
22. Frrom the Stored Procedure dropp down box select dbo.storeBufffer
23. Click the >> buttton to add all stoored procedure parameters
p to thhe data object
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24. In the Name fieldd enter MI10.ProductionM
Management. dbo.storeBuffer
25. Click Apply to saave changes, annd OK on the Insert Success ddialog
26. Click Close to reeturn to the mainn window.
Exporting a transaction
n template
27. Frrom the Define menu, select T
Transaction
28. In the Transaction Name field, enter
e StoreBu
uffer
29. Frrom the Data Object Name droop down box seleect MI10.Produ ctionManagemeent.dbo.storeBufffer
30. Click Apply to saave the transactiion in a partially configured statee.
31. Click OK to acknnowledge the poointless transacttion error
32. Click Yes to savve the transactionn with errors
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33. Click OK on the Insert Successs dialog and Cloose to return to the main window
34. Frrom the Tools menu.
m Select W
Wizards
35. Seelect Transactioon Import/Exportt Wizard and click OK
36. Click Next
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37. Seelect Export Traansaction, enterr My Documentts\StoreBuffer.tsvv and click Nexxt
38. Frrom the Data Object drop downn box select MI10.ProductionM anagement.dbo.storeBuffer
39. Check StoreBuffeer and click Finnish
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40. Thhe wizard will report an error, click Finish to resstart the wizard.
41. Leeave the wizard window open annd go back to Miicrosoft Excel
Building a transaction in Excel

42. Open the My Doccuments\storeBuffer.tsv in Microssoft Excel
43. When
W the file opens, Microsoft Exxcel will display a text import wizzard. Click Finish to close the w
wizard.
44. In Row 2, Columnn A enter StoreBuffer
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45. Frrom the original workbook, copy the contents of column B on thee sheet used to create the .DateTime data points.
Note: Do not select the entire coluumn. Only selecct the cells with ddata from rows oone through twenty.
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46. In StoreBuffer.tsv, select Row 2, Column
C D, right click and select and Paste Speecial
47. In the Paste Special dialog, seleect Values and check the Trannspose checkboox then click OK
K
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48. Frrom the original workbook, copy the contents of column B on thee sheet used to create the .Valuue data points. Note:
Aggain, do not seleect the entire collumn. Only select the data in thee cells from row
w one through tweenty.
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49. In StoreBuffer.tsv, select Row 2, Column
C X, right click and select Past Special
50. In the Paste Special dialog, selecct Values and check

c the Transspose checkboxx then click OK
51. Saave StoreBuffer..tsv and close thhe file.
Importing a nearly complete transacttion

52. Reeturn to the Trannsaction import / export wizard and
a click Next
53. In the File Name field enter MyDocuments\
\StoreBuffe r.tsv and clicck Next
54. Click Next on thee Import Confirm

mation screen to
t perform the im
mport and OK w
when the import has completed.
55. Close the transacction Import/Expoort wizard.
Completin
ng the importeed transaction
n
56. In FactoryTalk Traansaction Managger window, from
m the Define m
menu, select Traansaction
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57. Frrom the Transaction Name droop down box, select StoreBufferr
58. Right click on @ttagName and seelect Bind Exprression
59. Click the String button
b and type Tag1 then click OK
60. Check the Bind Transaction

T Resuult checkbox annd select FT.RS
STechED2010_D
Devices::_MI10__Control_BufferR
Result
61. Click Trigger / Storage

a select FT.RSTechED2010__Devices::_MI10__Control_bufferIndex from the drop
62. Seelect On Unschheduled Event and
doown box.
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63. Seelect On Changge and Click OK
K
64. Click Apply and the Close to reeturn to the mainn window.
65. Frrom the Configuuration menu, select Start
66. Frrom the View menu,
m ensure thaat Transaction Defnition
D is seleected.
67. Right click on StooreBuffer and seelect Enable Trransaction
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68. Click the Assembble All button onn the toolbar
69. Click Yes accept the pending eddits and OK to acknowledge

a thaat edits have beeen assembled.
70. Frrom the View menu,
m select Traansaction Monitoor and note tha t StoreBuffer is now triggering and collecting daata
71. Frrom the Configuuration menu seelect Stop annd stop the confiiguration.
S

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72. Under MI10 > Dattabases > ProduuctionManagemeent > Tables, rig ht click on dbo.ssampleBuffered and click Selecct Top
10000 Rows
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73. Veerify that the tabble contains dataa collected from the
t controller.
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Conclusio
on
The exercises in this lab demonstrate a subbset of the data management

m appplications possibble with FactoryTTalk Transactionn
Manager. From simple dataa logging to compplex manufacturring intelligence aapplications, FactoryTalk Transaaction Manager can
be used to manage
m the flow
w of information from
f the control system to the ennterprise.
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Puublication XXXX-X
XX###X-EN-P Month
M Year Copyright 2012 R
Rockwell Automation, Inc. All rights reserved.
Suupersedes Publicatioon XXXX-XX###X-E
EN-P Month Year

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oryTalk Tran

For Claassroom Use

The variety of uses for the hardware,

No patent liaability is assumeed by Rockwell Automation

p of a maintennance or supportt contract, equipment users are responsible for:

Identifies information aboout practices or circumstances

Identiffies information that

Identiffies information about

Exercise 1: Simple Transaction Example ..................................................................................................... 7

Exercise 2: Work order tracking .................................................................................................................. 27

Exercise 3: Parameter Download / Recipe Management ........................................................................... 49

Exercise 4: Duplicating transactions ........................................................................................................... 59

Exercise 5: Buffered data collection ............................................................................................................ 69

About this lab

Tools & prerequisites

In the Configuration Name field enter MI10_Ba

In the Path field enter C:\Lab

Click Yes on Uppdate Warning dialog.

/Graaphics::FTTMInteeger Vaalue to be moveed the database table

/Graaphics::FTTMTriggger Trrigger to trigger tthe transaction

With these HMI

In the tag browserr find and add thhe following tagss:

Change the modee of /Graphics::F

Under the Serverr Name drop doown box, select MI10

In the User Namee field, enter ftttm

Click OK to acknnowledge the C

Frrom the Table drop down box select

In the Name fieldd, enter MI10.

Right click on Sim

Right click on Sim

Seelect TransTimeestamp() buttonn to select the tim

Prress OK to accept the time stam

Frrom the Unscheeduled Event drrop down box, seelect FT.RSTecchED2010._Grapphics::FTTMTriggger

Click OK to returrn to the transacction definition window

Frrom the View menu

In order to see thee result of the traansactions, we need

Open SQL Serverr Management Studio

If you do not see your

Click Yes to connfirm stopping thee configuration.

Thhis concluded thhe first basic FacctoryTalk Transaaction Manager eexercise.

In the Path field enter C:\Lab

Click Yes on Uppdate Warning dialog.

Trrigger Transactioon Manager to ssend the next

Accknowledge thatt the next manuffacturing order

Accknowledge thatt the build complete time has

Trrigger Transactioon Manager to loog that work in

/Devvices::[MI10_Control]Station1.MfgOrder Sttring to hold the manufacturing oorder number

Sttring to hold the part number forr the current

With these controller

In the tag browserr find and add thhe following tagss:

making sure the laatest values are collected directly from

Under the Serverr Name drop doown box, select MI10

Click OK to acknnowledge the C

Frrom the Table drop down box select

Click the Update radio button

Right click on parrtID in the list off Data Object Columns

Inn the Name field, enter MI10.Production

Right click on @station and select Bind Expression

Right click on the output line of @partID

Click the Trigger / Storage buutton

Frrom the Unscheeduled Event drrop down box, seelect FT.RSTecchED2010::_MI10_Control_Statiion1.NextGet

Click OK to returrn to the transacction definition window

Click OK to returrn to the transacction definition window

Click Yes on thee Update Warninng dialog.