Factorytalk Assetcentre System Design and Implementation: Lab Book

FactoryTalk AssetCentre System Design
and Implementation
Lab Book
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Table of Contents
General Setup ...................................................................................................................................................................... I

Getting Started with a FactoryTalk AssetCentre System ................................................................................ 1-1
Establishing a FactoryTalk AssetCentre System Architecture ...................................................................... 2-1
Installing the Required Software for a FactoryTalk AssetCentre System ................................................. 3-1
Configuring and Organizing the Asset Tree in FactoryTalk AssetCentre Software .............................. 4-1
Archiving Files in FactoryTalk AssetCentre Software ....................................................................................... 5-1
Managing Archive Files in FactoryTalk AssetCentre Software ..................................................................... 6-1
Configuring Disaster Recovery and an Inventory Agent in FactoryTalk AssetCentre
Software ............................................................................................................................................................................ 7-1
Backing Up and Restoring Critical Software Configurations for a FactoryTalk AssetCentre
System ............................................................................................................................................................................... 8-1
Finding a System Event Using FactoryTalk AssetCentre Logs ...................................................................... 9-1
Planning Security for a FactoryTalk System ..................................................................................................... 10-1
Configuring Application-Layer Security in the FactoryTalk Directory.................................................... 11-1
Configuring Security Within FactoryTalk AssetCentre Software .............................................................. 12-1
Viewing System Information from the FactoryTalk AssetCentre Web Client ...................................... 13-1
Troubleshooting a System Using FactoryTalk AssetCentre Software .................................................... 14-1
Instructions for Individual Exercises ........................................................................................................................ A-I
ii Table of Contents
I
General Setup
This document contains information about the setup steps required

to prepare for the lab exercises.
Required Hardware
The following equipment is required for each workstation:
A computer with that meets the following requirements:

Specification Minimum Requirement
RAM 8 GB
Available hard drive space 110 GB
VMware Workstation V9
IMPORTANT
Please refer to the VMware Compatibility Guide, found at
http://www.vmware.com/resources/compatibility/search.php, for
more information on hardware requirements.
Required Software
The following software is required for each workstation:
The VMware images found within the VMware Image – FTAC

2018-01 folder. The following software has already been
loaded on the VMware images:
Software Version
FactoryTalk® AssetCentre 7.10
Studio 5000 Logix Designer® 21.0
RSLinx® Classic 3.90
RSLinx Enterprise 5.90
FactoryTalk View SE 9.0
Microsoft SQL Server 2012 Standard
RSNetworx™ for EtherNet/IP™ 11.00
Microsoft Office Professional Plus 2010
Logix Designer Compare Tool 6.10
FactoryTalk View ME Transfer
9.0
Utility
Rev. April 2018 © 2018 Rockwell Automation, Inc. All rights reserved.
GSUeFTAC
II General Setup
Required Materials
Job Aids
The following job aids can be used to complete the exercises:
x FactoryTalk AssetCentre Procedures Guide

The following electronic materials can also be used with the
exercises:
x RSLinx Enterprise Help system

x FactoryTalk View SE Help system
x FactoryTalk AssetCentre Installation Guide
x FactoryTalk Security System Configuration Guide
x FactoryTalk View SE Installation Guide
x FactoryTalk Alarms and Events Quick Start Guide
x FactoryTalk View Site Edition User’s Guide
Electronic Files
Some of the exercises may require electronic files, which are
provided for you.
For student exercises:
x Files required on the VM images can be found in the C:\Class

Files\Student Files folder on any of the images.
x Files not required on the VM images can be found in the
electronic files provided in the class materials.
Required Setup
For All Exercises
Perform the following steps for each workstation:
1. Review the image READMEs for information on login credentials,

installed software, and other important information. The
READMEs can be found in the VMware Image - FTAC 2018-01
folder.
2. Open the .VMX files for each image. Do NOT power them on yet.
© 2018 Rockwell Automation, Inc. All rights reserved. Rev. April 2018
GSUeFTAC
General Setup III
3. For a computer with 8 GB of RAM, the RAM allocations for the

images are as follows:
Image RAM
FTAC-Server 4 GB
FTAC-Agent 1 GB
FTAC-Agent2 1 GB
FTAC-Client1 3 GB
4. Load the VMware images as follows:

Start-up Order Image Snapshot Name
1 FTAC-Server 2018 Before Installs
2 FTAC-Agent 2018 Before Installs
3 FTAC-Agent2 2018 Before Installs
4 FTAC-Client1 2018 Before Installs
5. Ensure that Ethernet communications are working:

A. Verify that the IP addresses are as follows:
FTAC-Server SoftLogix™ FTAC-Agent FTAC-Agent2 FTAC-Client1
Image EtherNet Module Image Image Image
192.168.1.10 192.168.1.10 192.168.1.20 192.168.1.40 192.168.1.30
B. Verify that the Ethernet module in the SoftLogix chassis is

not faulted. If it is, you will have to remove the module and
add it again using the IP address of the image.
C. Verify that each image can ping the other three.
6. Verify that the SoftLogix controllers are not faulted.
x If they are faulted, clear the faults and put the controller
back in Run mode.
7. The project should already be loaded in the controllers. Should
you need to re-download the projects for any reason, you can
find them in the C:\Class Files\Instructor Files folder on the
FTAC-Client1 image. Download the programs as follows:
Folder Program Slot Number
Juice Line JuiceLine_Slot2_2018.ACD 2
InstantFizz InstantFizz_Slot3_2018.ACD 3
GSUeFTAC
IV General Setup
For Individual Exercises

IMPORTANT
Certain exercises will require the use of different snapshots. Pay
careful attention to the snapshots specified in the exercises.
Certain exercises may also require you to restore the FactoryTalk

AssetCentre database and/or the FactoryTalk Directory. The
instructions can be found in the individual exercise.
GSUeFTAC
1-1
Exercise 1 Getting Started with a

FactoryTalk AssetCentre
System
Required Setup
The exercise requires the following items. See the General Setup for
more details.
The following files:
GSA_9515_A1.PDF
GSA_9515_A2.PPTX
Resource: Job Aid

For help performing steps in the exercise, see the job aid:
Exercise A
Objectives
In this exercise you will practice how to:
x Identify components of a FactoryTalk AssetCentre System
Situation
You have been given a copy of a production line’s network layout.
Assuming this is the only line in the plant, identify assets and files to
add to the AssetCentre software. You will also need to verify you
have the correct license capacity and number of agents.
GSAe9515
1-2 Getting Started with a FactoryTalk AssetCentre System
Practice
It's your turn to try it:
1. Open the GSA_9515_A1.PDF file.
2. Spend some time familiarizing yourself with the network layout
on Page 1.
3. Open the GSA_9515_A2.PPTX file. If possible, split-screen this
file and the GSA_9515_A1.PDF file.
4. Using the job aid, fill out the missing information in the table on
Slide 1 of the GSA_9515_A2.PPTX file.
5. CHECKPOINT. Turn to the Answers section and check your work
from Step 4.
6. You initially purchased licensing for 7 assets. Will you need to
purchase additional licensing?
7. Your initial estimate was for 7 assets (1 agent). Will you need
additional agents?
GSAe9515
Getting Started with a FactoryTalk AssetCentre System 1-3
GSAe9515
1-4 Getting Started with a FactoryTalk AssetCentre System
Answers: Exercise A
Check your work:
4.
6. Yes, you will need to purchase additional licensing. You initially

purchased licensing for 7 assets, but you have a total of 10
assets.
7. No, you will not need additional agents. 1 agent is more than
sufficient for 10 assets.
GSAe9515
2-1
Exercise 2 Establishing a FactoryTalk

AssetCentre System
Architecture
Required Setup
more details.
VMware Workstation with the following images:
FTAC-Client1
IMPORTANT
Revert all images to their 2018 Before Installs snapshots.
The following file:

ARS_9515_A1.DOCX
ARS_9515_B1.PDF
Resource: Job Aid

For help performing steps in the exercise, see the job aids:
ARSe9515
2-2 Establishing a FactoryTalk AssetCentre System Architecture
Exercise A
Objectives
x Establish a FactoryTalk® AssetCentre system architecture
Situation
Your manager has given you some preliminary information for your
FactoryTalk AssetCentre system. You must review it to determine if
you can use existing computers as-is or if you need to purchase new
computers.
You have estimated that you will have approximately 150 assets to
back up every day, and you will need 5 FactoryTalk AssetCentre
clients. Your IT department has stated that no routers/gateways are
available, and they are unable to change IP addresses and subnets.
All computers and devices are within the 192.168.1.0-192.168.1.150
IP address range.
Practice
1. Open the ARS_9515_A1.DOCX file. Review the information for
the existing computers.
2. Using VMware image FTAC-Client1, fill out the column for
FTAC-Client1 in the worksheet.
3. CHECKPOINT. Turn to the Answers section to verify that your
FTAC-Client1 data is correct.
4. On your worksheet, complete the Server Computer Analysis
table. Computer A has already been done for you.
5. On your worksheet, complete the Agent Computer Analysis
6. On your worksheet, complete the Client Computer Analysis
7. CHECKPOINT. Turn to the Answers section to verify your
answers for Steps 4 through 6.
8. On your worksheet, summarize the overall computer
compatibility. Computer A has already been done for you.
9. On your worksheet, determine the final FactoryTalk AssetCentre
architecture.
ARSe9515
Establishing a FactoryTalk AssetCentre System Architecture 2-3
10. Do you need to purchase additional computers?
If yes:
A. How many client computers need to be purchased?
B. How many agent computers need to be purchased?
11.
If you will next… Then…
Complete another FactoryTalk
Leave your images running.
AssetCentre lesson
Close any open software on
Not complete any other
each of the images. Shut down
FactoryTalk AssetCentre lessons
all of the images.
ARSe9515
Answers: Exercise A
Check your work:
2.
Specification Computer A Computer B FTAC-Client1
Processor 3 GHz, dual core 2 GHz 2.7 GHz, dual core
RAM 6 GB 2 GB 2 GB
Information
Free hard
Hardware
175 GB 50 GB 9.82 GB
disk space
Operating Windows Server Windows Server
Windows 10 Pro
system 2016 2016
Domain or
Workgroup WORKGROUP WORKGROUP WORKGROUP
Information
Name
Network
IP Address 192.168.1.10 208.44.25.88 192.168.1.20

Subnet Mask 255.255.255.0 255.255.240.0 255.255.255.0
4.
Server Computer Analysis
Computer A Computer B FTAC-Client1
Hardware Fully compatible Processor too Not enough RAM;
slow; not enough not enough free
RAM hard disk space;
incompatible OS
Network Accessible by all N/A (hardware N/A (hardware
computers on incompatible) incompatible)
network
5.
Agent Computer Analysis
Hardware Fully compatible Fully compatible Incompatible OS
Network Accessible by all Not accessible by Accessible by all
computers on any computers on computers on
network the network network
6.
Client Computer Analysis
Hardware Fully compatible Fully compatible Fully compatible
Network Accessible by all Not accessible by Accessible by all
computers on any computers on computers on
network the network network
ARSe9515
8.
Overall Computer Compatibility
FactoryTalk Computer A Computer B FTAC-Client1
AssetCentre
Component
Server Compatible Incompatible Incompatible
Agent Compatible Incompatible Incompatible
Client Compatible Incompatible Compatible
Note that since Computer B is not widely accessible and IT is

unable to change its IP address, it has been deemed
incompatible for all FactoryTalk AssetCentre components.
Note: Since we have not considered software compatibility
issues, this compatibility table may not be entirely accurate.
9.
Final FactoryTalk AssetCentre System Architecture

Component Server NONE Client
Domain or WORKGROUP N/A WORKGROUP
Workgroup
Name
IP Address 192.168.1.10 N/A 192.168.1.20
Subnet 255.255.255.0 N/A 255.255.255.0
Note that since we are not using Computer B for FactoryTalk

AssetCentre, its Domain/Workgroup, IP address and subnet
mask no longer matter.
10. Yes, you will need to purchase additional computers.
A. You will need to purchase four additional client computers.
B. You will need to purchase one additional agent computer.
ARSe9515
Exercise B
Objectives
x Identify additional software requirements for a FactoryTalk
AssetCentre system
Situation
You have just created a list of files and devices that will be added to
the FactoryTalk AssetCentre software. You’ve been provided the
associated firmware revisions for all devices. You must now
determine the additional software that needs to be purchased.
Your system has 15 clients and 2 agents. Plant personnel will need
to be able to open the files from both of the agents.
Practice
It’s your turn to try it:
1. Open the ARS_9515_B1.PDF file. Review the list of files and
devices on Page 1.
2. Using the job aid, complete the information missing from the
table below.
- The software compatibility information can be found on
Pages 2 through 6 of ARS_9515_B1.PDF.
FactoryTalk AssetCentre Additional Software Requirements
File Extension Required Software Package Device/Firmware Minimum
Required
Software Version
.PDF N/A
FactoryTalk View ME PanelView™ Plus 6/V8.20-

RSLinx® Enterprise 20160308
FactoryTalk View ME PanelView Plus 7

RSLinx Enterprise Standard/V8.20-20160309
.ACD 1756-L73/V28.012
1747-L531 F
N/A FactoryTalk Services Platform N/A

N/A FactoryTalk Activation N/A
ARSe9515
3. How many software packages would you have to purchase for

one computer?
4. How many of each software package will you need to purchase?
ARSe9515
Answers: Exercise B
Check your work:
2.
FactoryTalk AssetCentre Additional Software Requirements
File Extension Required Software Package Device/Firmware Minimum
Required
Software Version
.PDF Adobe Acrobat Reader N/A V2015.023.20070
.MER FactoryTalk View ME PanelView Plus 6/V8.20- V7.00.00

20160308
RSLinx Enterprise V5.70.00
Or
Required version
included with
FTVME
FactoryTalk View ME PanelView Plus 7 V8.10.00
Standard/V8.20-20160309
.ACD Studio 5000® 1756-L73/V28.012 V28.00.00
RSLinx Classic V3.74.00
.RSS RSLogix 500® 1747-L531 F V10.00
N/A FactoryTalk Services Platform N/A V2.8

N/A FactoryTalk Activation N/A V4.0
\
3. You would have to purchase 6 software packages for one

computer:
- Adobe Acrobat Reader
- FactoryTalk View ME
- RSLinx Enterprise
- Studio 5000
- RSLinx Classic
- RSLogix 500
Note: RSLinx Classic Lite is included with the Studio 5000 install.
Although it is a separate software package, it does not need to
be purchased separately. RSLinx Enterprise is included with the
FactoryTalk View ME install and also does not need to be
purchased separately.
4. You will need to purchase 17 of each software package (15 of
each to cover the clients, and 2 of each to cover the agents).
ARSe9515
3-1
Exercise 3 Installing the Required

Software for a FactoryTalk
AssetCentre System
Required Setup
more details.
INS_9515_A1.EXE
INS_9515_B1.EXE
INS_9515_C1.EXE
Resource: Installation Guide

For help performing steps in the exercises, see the job aids:
x FactoryTalk AssetCentre Installation Guide
Exercise A
Objectives
x Install the FactoryTalk® AssetCentre server, clients, and agents
Situation
Your manager has instructed you to install the FactoryTalk
AssetCentre server on an existing computer in your plant. The
computer named FTAC-Server will host the FactoryTalk AssetCentre
server and the FactoryTalk Directory. You will not be using
calibration management, and you will need to use the default (local)
SQL Server instance.
The user credentials for SQL are as follows:
x Username = sa
x Password = Rockwell1
Should you run into any issues during the installation process, refer
to the “Troubleshooting FactoryTalk AssetCentre installation”
chapter of the installation guide.
INSe9515
3-2 Installing the Required Software for a FactoryTalk AssetCentre System
IMPORTANT
The software installation in this exercise is a simulated installation
using an interactive file.
Practice
1. Use the job aid to complete the system pre-check:
x Your SQL database administrator has already verified that
the SQL server is configured correctly.
x Your IT department has already verified that your SMTP
server is installed and accessible.
A. The information in the following table is for the FTAC-Server
computer. Is the FTAC-Server computer configured
correctly?
Specification FTAC-Client1
Processor 2.7 GHz, Dual Core
Information
Hardware
RAM 4 GB
Free hard disk space 13.1 GB
Windows Server 2008 R2
Operating system
Standard SP1
Internet Explorer V8.0
SQL Server 2012 Standard

FactoryTalk Services
Information
Platform V2.90.00
Software
FactoryTalk Activation
Manager V4.00.02
Rockwell Software
RSLinx Classic V3.51.01
FactoryTalk View SE Server
V9.00.00
Other Software None
Domain or Workgroup
Information
WORKGROUP
Network
Name
IP Address 192.168.1.10
Subnet Mask 255.255.255.0
INSe9515
Installing the Required Software for a FactoryTalk AssetCentre System 3-3
2. Open the INS_9515_A1.EXE file.

3. Use the job aid to simulate the installation the FactoryTalk
AssetCentre server on the FTAC-Server computer.
4. Verify that the FactoryTalk AssetCentre server has installed
properly. Can you see the AssetCentre database in the SQL
Management Studio?
5. Use the job aid to simulate running the Patch File Validator. How
many outdated files are there?
6. Ordinarily, you would install the required patches at this point.

This is not part of the simulation.
INSe9515
Answers: Exercise A
Check your work:
1.
A. Yes, the existing computer is configured correctly. Note that
SQL is already installed on the computer, therefore the
33.2 GB of free space is acceptable.
4. Yes, you should be able to see the AssetCentre database in the
SQL Management Studio.
5. There should be 30 files that are out-of-date.
Exercise B
Objectives
x Install the FactoryTalk AssetCentre server, clients, and agents
Situation
Your manager has instructed you to install a FactoryTalk
AssetCentre client on an existing computer in your plant
(FTAC-Client1). The FactoryTalk Directory, SMTP server and
FactoryTalk AssetCentre server are located on a computer called
FTAC-Server.
IMPORTANT
INSe9515
Practice
1. Use the job aid to verify that the computer is configured
correctly.
A. The information in the following table is for the FTAC-Client1
computer. Is the FTAC-Client1 computer configured
correctly?
Information
Hardware RAM 3.03 GB
Operating system Windows 7 Professional SP1

Platform V2.90.00
Information
Software
Manager V4.00.02
Rockwell Software RSLinx Classic V3.6.00
V9.00.00
Studio 5000 Logix Designer
V21.00
Other Software None
Domain or Workgroup
Information
WORKGROUP
Network
Name
IP Address 192.168.1.30
2. Open the INS_9515_B1.EXE file. This file is an interactive,

simulated installation of the FactoryTalk AssetCentre Client.
3. Use the job aid to install the FactoryTalk AssetCentre client on
the FTAC-Client1 computer. Keep in mind that you will not be
using calibration management.
INSe9515
4. After this, you would ordinarily run the Patch File Validator, and
install any new patches. This is not part of the simulation.
5. Verify that the FactoryTalk AssetCentre client has installed
properly. Can you open the AssetCentre client software?
INSe9515
INSe9515
Answers: Exercise B
Check your work:
1.
A. Yes, the FTAC-Client1 computer is configured correctly.
5. Yes, you should be able to open the AssetCentre client software
without any issues.
Exercise C
Objectives
x Install the FactoryTalk AssetCentre server, clients, and agents
Situation
Your manager has instructed you to install a FactoryTalk
AssetCentre agent on an existing computer in your plant
(FTAC-Agent). The FactoryTalk Directory and FactoryTalk
AssetCentre server are located on a computer called FTAC-Server.
The FactoryTalk AssetCentre client is located on a computer called
FTAC-Client1.
IMPORTANT
INSe9515
Practice
1. Use the job aid to verify that the computer is configured
correctly.
A. The information in the following table is for the FTAC-Agent
image. Is the FTAC-Agent computer configured correctly?
Information
Hardware
RAM 1.00 GB
Windows Server 2008 R2
Operating system
Standard SP1

Platform V2.90.00
Information
Software
Manager V4.00.02
Rockwell Software RSLinx Classic V3.6.00
V9.00.00
Studio 5000 Logix Designer
V21.00
Other Software None
Domain or Workgroup
Information
WORKGROUP
Network
Name
IP Address 192.168.1.20
2. Open the INS_9515_C1.EXE file. This file is an interactive,

simulated installation of the FactoryTalk AssetCentre Agent.
3. Use the job aid to install the FactoryTalk AssetCentre agent on
the FTAC-Agent computer.
4. After this, you would ordinarily run the Patch File Validator, and
install any new patches. This is not part of the simulation.
INSe9515
5. Verify that the FactoryTalk AssetCentre agent has installed

properly.
A. Open the AssetCentre client software on FTAC-Client1.
B. How many agents does the client see?
INSe9515
INSe9515
Answers: Exercise C
Check your work:
1.
A. Yes, the FTAC-Agent computer is configured correctly.
5.
B. There should be 1 agent listed.
INSe9515
4-1
Exercise 4 Configuring and Organizing

the Asset Tree in FactoryTalk
AssetCentre Software
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
All images should be on the base 2018 After Installs snapshot.
The following files located on FTAC-Client1: C:\Class

Files\Student Files:
Instant_Fizz_Recipes.XLSX
FactoryTalk View ME User Manual.PDF
SLC 500 Instruction Set.PDF
InstantFizz_Slot3_2018.ACD
InstantFizz_HMI (folder)
Resource: Job Aid

x FactoryTalk AssetCentre Online Help system, located in the
AssetCentre Client software under Help>Contents.
Exercise A
Objectives
x Configure asset tree organization in FactoryTalk® AssetCentre
software
COAe9515
4-2 Configuring and Organizing the Asset Tree in FactoryTalk AssetCentre Software
Situation
Your boss has given you a copy of the files and devices that will
need to be added to the FactoryTalk AssetCentre system. Your job is
to determine the organizational structure for these items.
System information:
Computer Components
SQL Server
FactoryTalk Directory host
FTAC-Server
FactoryTalk AssetCentre server
HMI server
FTAC-Agent FactoryTalk AssetCentre agent
FTAC-Agent2 FactoryTalk AssetCentre agent
FactoryTalk AssetCentre client
FTAC-Client1 All editing software
Microsoft Outlook
The following devices will be included in your system:
Device Physical Location

ControlLogix® controller Tampa>Bldg1>InstantFizz>Line1
PanelView™ Plus 7 terminal Tampa>Bldg1I>InstantFizz>Line1
HMI server Tampa>Bldg1>InstantFizz
The following files will be included in your system:
Device File Type File Location\Name

Network\Share\Tampa\Building1\InstantFizz\Line1\
ControlLogix controller Program file
Network\Share\Manuals\
User manual
PanelView Plus 7 FactoryTalk View ME User Manual.PDF
terminal Network\Share\Tampa\Building1\InstantFizz\Line1\
Project file
InstantFizz_ME.MER
HMI server Project folder Network\Share\Tampa\Building1\InstantFizz\HMI
User manual Network\Share\Manuals\SLC 500 Instruction Set.PDF
N/A Network\Share\Tampa\Building1\InstantFizz\
Recipe file
COAe9515
Configuring and Organizing the Asset Tree in FactoryTalk AssetCentre Software 4-3
Practice
1. Based on the devices and files listed, which type of organization
schema would you use?
2. For this exercise, you will use the ‘by location’ schema. Using this
schema, fill in the device name column of the following table:
Device Physical Location Device Name
ControlLogix controller Tampa>Bldg1>InstantFizz>Line1
PanelView Plus 7
Tampa>Bldg1I>InstantFizz>Line1
terminal
HMI server Tampa>Bldg1>InstantFizz
3. Verify your answers to Step 2 before continuing. While there are

various options for naming devices, for the purposes of this
exercise we will use the names listed in the Answers section.
COAe9515
4. Using the answers from Step 2, draft an asset tree layout in the
space below:
COAe9515
5. Verify your answers to Step 4 before continuing. While there are

various options for organizing assets, for the purpose of this
exercise we will use the asset tree listed in the Answers section.
6. Which of the items from your asset tree layout will need to be
added to the asset tree for organizational purposes?
7. Assign an item type to each of the organizational items listed

below. Your choices are folder, binder, or generic container.
A. Tampa Plant:
B. Documentation:
C. Building 1:
D. InstantFizz Documentation:
E. InstantFizz HMI:
F. InstantFizz Line 1:
COAe9515
8. Open the FTAC-Server image and verify you are on the 2018
After Installs snapshot
9. Open the FTAC-Client image and verify you are on the 2018
After Installs snapshot.
10. Based on your answers to Step 7, create the base asset tree
organization in the AssetCentre Client software.
Answers: Exercise A
Check your work:
1. Answers may vary. Possible answers include:
By physical location
By flow of materials
By machine type
2.
Device Physical Location Device Name
ControlLogix controller Tampa>Bldg1>InstantFizz>Line1 TMP_B1_IFL1_CLX
PanelView Plus 7
Tampa>Bldg1I>InstantFizz>Line1 TMP_B1_IFL1_PVP7
terminal
HMI server Tampa>Bldg1>InstantFizz TMP_B1_IF_HMI
COAe9515
4. Your asset tree layout should match the following:

Note: Files are in italic font, assets are in bold, and
organizational items are in regular font.
Tampa Plant
Documentation
SLC500 Instruction Set.PDF
FactoryTalk View ME User Manual.PDF
Building 1
InstantFizz Documentation
InstantFizz HMI
TAM_B1_IF_HMI
InstantFizz Line 1
TAM_B1_IFL1_CLX
TAM_B1_IFL1_PVP7
InstantFizz_ME.MER
6. You will need to add the following as organizational items:
Tampa Plant, Documentation, Building 1, InstantFizz
Documentation, InstantFizz HMI, and InstantFizz Line 1.
7.
A. The Tampa Plant item should be a generic container, since
its child items will include assets (TAM_B1_IF_HMI,
TAM_B1_IFL1_CLX and TAM_B1_IFL1_PVP7).
B. The Documentation item should be a folder, since it will only
contain supplemental documentation and no assets.
C. The Building 1 item should be a generic container, since its
child items will include assets (TAM_B1_IF_HMI,
TAM_B1_IFL1_CLX and TAM_B1_IFL1_PVP7).
D. The InstantFizz Documentation item should be a folder,
since it will only contain supplemental documentation and
no assets.
E. The InstantFizz HMI item should be a generic container,
since it will include an asset (TAM_B1_IF_HMI).
F. The InstantFizz Line 1 item should be a generic container,
since it will include assets (TAM_B1_IFL1_CLX and
TAM_B1_IFL1_PVP7).
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10. Your asset tree should look as follows. Note that the tree
defaults to alphabetical order.
Exercise B
Objectives
x Manually add and configure assets in FactoryTalk AssetCentre
software
Situation
You have finished adding the organization items needed in your
asset tree. You have now been asked to add the assets and files to
the structure you just created.
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Using the asset tree layout provided in Exercise A and the job
aid, add the file assets to the two documentation folders
(Documentation and InstantFizz Documentation).
x All necessary files are located in C:\Class Files\Student Files.
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2. Add the ControlLogix asset to the appropriate container:

x Name the controller according to your asset tree layout.
x Do not forget to add the addressing information. The
controller exists on the FTAC-Server image.
x The configuration file is located in C:\Class Files\Student
Files.
3. Add the PanelView Plus asset to the appropriate container:
x Name the terminal according to your asset tree layout.
x The terminal is not reachable on the network; therefore, we
must leave the addressing information blank.
x The configuration file is located in C:\Class Files\Student
Files.
Note: It may seem pointless to add a device that is not
reachable on the network; however, FactoryTalk
AssetCentre software is still capable of managing version
control for the configuration file. So although we cannot
upload or download, we can still track changes made to the
configuration file.
4. Add the HMI server to the asset tree by using a Remote
Computer asset.
A. What is the UNC path for the remote computer's shared
folder? Hint: The HMI server is located on FTAC-Server in
the HMIServerBackup folder.
B. What type of asset do you need to place under the remote

computer to hold the HMI server configuration files?
C. Add the appropriate addressing information and

configuration files. The HMI configuration files are located in
C:\Class Files\Student Files.
5. Turn to the answers section and verify your final asset tree
configuration is correct.
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6.
AssetCentre lesson
all of the images.
IMPORTANT
If you are shutting down images, be sure to shut down the
images, not your actual computer.
Answers: Exercise B
Check your work:
2. The properties of your controller should look as follows:
3. The properties of your terminal should look as follows:
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4.
A. The UNC path is \\FTAC-Server\HMIServerBackup.
Your Remote Computer Properties dialog box should look as
follows:
Note: The Password is Rockwell1.

B. You must add a binder under the remote computer asset.
Your Add Binder dialog box should look as follows:
5. Your final asset tree should look as follows:
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COAe9515
5-1
Exercise 5 Archiving Files in FactoryTalk

AssetCentre Software
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
All images should be either on the base 2018 After Installs
snapshot, OR branched off of the 2018 After Installs snapshot.
Resource: Job Aid

x FactoryTalk AssetCentre Online Help system
Exercise A
Objectives
x Archive files in FactoryTalk AssetCentre software
Situation
You need to make some changes to the InstantFizz program that is
currently running in Slot 3 of the SoftLogix controller.
ACHe9515
5-2 Archiving Files in FactoryTalk AssetCentre Software
System information:
Computer Components
SQL Server
FactoryTalk® Directory host
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Was the last lesson you completed Configuring and Organizing
the Asset Tree in FactoryTalk AssetCentre Software?
Yes: Move on to Step 2.
No: See Appendix A for instructions on how to set up this
exercise.
2. Open the client software and go to the archive tab. Spend some
time familiarizing yourself with the archive layout.
3. Set your system working folder at the Tampa Plant level. Use the
folder located at C:\Class Files\Student Files\Working Folder.
4. You need to make edits to the PLC program. From within the
client software, open the InstantFizz_Slot3_2018.ACD file.
Refer to the help documentation if you need assistance.
A. What archive option should you choose in order to open the
file and make edits?
B. Leave the default options. Enter any comment you wish.
ACHe9515
Archiving Files in FactoryTalk AssetCentre Software 5-3
C. It will take a few moments for Studio 5000 Logix Designer®

to fully open. While Studio 5000 Logix Designer is loading,
open Windows Explorer and navigate to your working
folder. Is anything in the working folder? If so, what is there?
Be sure to drill all the way down.
5. Once Studio 5000 Logix Designer is fully loaded, go online with

the controller in Slot 3. If you are prompted to upload or
download, choose download.
6. You need to change a timer preset value:
A. From within the MainTask, expand the Main program folder.
B. Double-click on the MainRoutine to open it.
C. Look for the Run_Timer on Rung 0 (the very first rung).
Change its preset to any value less than 20,000. To do this,
double-click on the value and type a new value.
7. Once you have completed your edits, you must put the file back
into the archive.
A. What steps must you perform to accomplish this? Refer to
the online help documentation if you need assistance.
B. Based on your answer above, place the file back in the

archive and leave a comment about the change you made.
C. Give the file a descriptive label as well.
8. Look at the archive history for the file you just edited. What do
you see?
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9. Leave the images running.
Answers: Exercise A
Check your work:
3. To set the working folder, with Tampa Plant selected in the asset
tree, click Set:
4.
A. You must click Open, and then Check out. Note that the
Open option is only available from the Tasks menu, or when
you right-click the file in the asset tree.
C. Yes, there is now a sequence of folders leading to the
InstantFizz_Slot3_2018.ACD file.
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7.
A. In order to put the file back in the archive, you must go
offline with the controller, then save the changes you made
and close Studio 5000 Logix Designer. After this, you must
check the file back in from within the client software. Keep in
mind that it is recommended to delete the local copy.
B. Check the file back into the archive by clicking Check In:
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C. To add a label, click New Label:
8. The file you edited has been given a new version in the archive:
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Exercise B
Objectives
x Archive files in FactoryTalk AssetCentre software
Situation
You have noticed that many of your employees have been
forgetting to check Microsoft Excel files and Studio 5000 Logix
Designer files back into the FactoryTalk AssetCentre archive. You
must set up auto check in for each of these file types.
You have also noticed that you check out the
InstantFizz_Slot3_2018.ACD file daily, so you would like to create
a shortcut to the file on your desktop.
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Your images should already be running. Open the AssetCentre
client software if it is not already open.
2. By default, FactoryTalk AssetCentre software already has system
file associations for Rockwell Automation and Siemens
programming software. Edit these file associations so that they
will automatically check in:
A. Using the job aid, open the File Associations category from
the Options window.
B. Edit the system association for .ACD files to automatically
check in the file after editing.
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3. Open and check out the InstantFizz_Slot3_2018.ACD file. Make

any quick change you'd like (such as the preset value of a timer),
then save your changes and close the file. What happens?
4. Check the file in and delete the local copy.

5. Add a new system file association for the Excel file.
A. You will need to know the location of the program's
executable file. The location has been provided for you in
the table below.
File Extension Location of Program Executable File
C:\Program Files (x86)\Microsoft
.XLSX
Office\Office14\EXCEL.EXE
B. Be sure to set up the file for auto check in.

6. From the Asset Tree, open the Instant_Fizz_Recipes.XLSX file,
choose Check Out, and verify that the file opens in Microsoft
Excel software.
7. Close the Excel file and choose to check in and delete the local
copy.
Note: Since the file did not change, you will see the check in
action in your archive history but the version of the file will not
change.
8. Since you open the .ACD file daily, use the job aid to create a
shortcut to that file. Do NOT open the shortcut file yet.
HINT: There is no indication within the client that the shortcut
was successfully created. Instead, you will need to look on your
desktop to see if the shortcut is there (it will have an .ALUP
extension). Feel free to move the shortcut wherever you'd like.
9. Close the AssetCentre client.
10. Double-click the shortcut file. What happens?
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11. Cancel the check out operation.

12.
AssetCentre lesson
all of the images.
IMPORTANT
Answers: Exercise B
Check your work:
2.
A. File associations can be viewed by selecting Options from the
Tools menu:
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B. Edit the file association for an .ACD file:
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3. When you close the file, a prompt will appear from FactoryTalk
AssetCentre allowing you to check in the file.
5.
A. To add a new file association, from the File Associations
category of the Options window, click New:
6. With the InstantFizz_Slot3_2018.ACD file selected, from the

Tasks menu, select Create Shortcut.
10. When you double-click on the desktop shortcut file, a prompt
appears asking you to check out the file. This demonstrates the
convenience of a shortcut - the file still technically opens
through FactoryTalk AssetCentre, but the AssetCentre client
interface doesn't need to be open.
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ACHe9515
6-1
Exercise 6 Managing Archive Files in

Software
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
The following file:

RapidMix2.L5X, located on FTAC-Client1:
C:\Class Files\Student Files
Resource: Job Aid

x FactoryTalk AssetCentre Online Help system
Exercise A
Objectives
x Get, pin, and promote files in FactoryTalk® AssetCentre Software
Situation
New equipment installation was completed on your InstantFizz
Line 1 this morning. One of your colleagues has created test logic for
the new equipment, and now you need to add it to the program
and test it. In the meantime you want users to use an older version
of the file in the FactoryTalk AssetCentre software.
MNGe9515
6-2 Managing Archive Files in FactoryTalk AssetCentre Software
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Was the last lesson you completed Archiving Files in FactoryTalk
AssetCentre Software?
exercise.
2. Open the client software. Open and check out the most recent
version of the InstantFizz_Slot3_2018.ACD file. Be sure to
enter a comment.
3. Incorporate the code for the new equipment by performing the
following actions:
A. From the Controller Organizer, browse to MainTask Æ
Main. Right-click the Main program and select Import
Routine.
B. Browse to the RapidMix2.L5X file and click Import. Click
OK on the Configure Routine Properties dialog box.
C. Download the project to the controller.
D. Go offline. Save your changes and close Studio 5000 Logix
Designer® software.
E. When prompted, check the file back in and delete the local
copy. Be sure to leave a comment about the changes you
made.
F. Open the Archive tab. What is the most recent version
number?
MNGe9515
Managing Archive Files in FactoryTalk AssetCentre Software 6-3
4. You need to work on the routine you just imported. What

should you do within the AssetCentre Client software so that
users know to use another (read-only) version of the file?
5. Perform the action you specified in your answer to Step 4. Use

any version of the file you'd like, except the most recent version.
Be sure to include a comment for your action.
6. What action should a user do to open and view a pinned
version?
Hint: There are multiple ways to do this. However, only one
option will allow you to automatically open and view the file.
7. Perform the action you specified in your answer to Step 6. Look

through the controller program. Did you get the correct version?
8. Close the file.

9. Now try opening and checking out the
InstantFizz_Slot3_2018.ACD file. Which version of the file do
you get?
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10. Assume you have completed all edits. Close the file and check it
back into the archive.
11. What should you do next in the AssetCentre Client software so
that other users get the most recent version of the code?
12. Perform the action you specified in Step 11.

13. It turns out that the logic your colleague developed is faulty.
You need to revert back to the previous version of the file, and
get it in the controller. How should you go about doing this?
14. CHECKPOINT. Turn to the Answers section and verify that your
answer to Step 13 is correct before moving on to the next step.
15. Perform the actions you specified in Step 13.
Answers: Exercise A
Check your work:
3.
F. Answers may vary depending on previous archive activities.
There should be a new version for the changes made in
Step 3.
4. You need to pin a previous version of the file so that users know
to use that version.
MNGe9515
5. To pin the current working version, select the version and click
Pin Version:
6. To obtain the pinned version of the file, a user should either:

x Right-click the file in the tree and select Open>Get
x Click Get in any of the toolbars
x Select the pinned version in the archive and click Get
Version.
Tip: The first option is the most efficient way to open and view
the file. Using either of the other options will not get the file to
automatically open. You must browse to the appropriate folder
on your computer and open the file from there.
7. Yes, you should get the pinned version. You know it is the
pinned version because it will not have the RapidMix2 routine.
9. When you open and check out the
InstantFizz_Slot3_2018.ACD file, you should get the most
recent version. You will know it is the most recent version
because it will have the RapidMix2 routine.
11. After completing edits, you should unpin the version that is
currently pinned. It is possible but unnecessary to pin the latest
version of the code.
13. In order to download the file to the controller, you must first be
able to open and check out the file. This means you must
promote the desired version (the version immediately
preceding when the RapidMix2 routine was added).
After promoting the desired version, you must open and check
out the file. From here, you can download the file. Remember to
check in the file with a comment.
MNGe9515
Exercise B
Objectives
x Compare file versions in FactoryTalk AssetCentre Software
Situation
You now have multiple versions of the
InstantFizz_Slot3_2018.ACD file in your archive. You want to
see what has changed between the first version and the latest
version.
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Ensure you are in the FactoryTalk AssetCentre archive for the
InstantFizz_Slot3_2018.ACD file.
2. Compare the first version and a version that contains the
RapidMix2 routine. Be patient, as the comparison will take
approximately 3-5 minutes.
3. Review the results of the comparison. What differences were
found? Refer to the RSLogix 5000® Compare Tool Help contents
if you need assistance with interpreting the comparison results.
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4. Close the RSLogix5000 Compare Tool, and do not save your

changes.
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Answers: Exercise B
Check your work:
2. To compare file versions, right-click the first file and select Select
Left File for RA Compare:
Right-click the second file and select RA Compare to ‘File Path –

Version’:
3. Answers will vary depending on what changes have been made

to the program. There should be at least one new routine (called
RapidMix2) under MainTask > Main program.
MNGe9515
Exercise C
Objectives
x Clean up files in FactoryTalk AssetCentre software
Situation
Over time, your FactoryTalk AssetCentre archive has become
cluttered with many versions. You need to clean up your archive for
the InstantFizz_Slot3_2018.ACD file by removing versions that are
more than a month old.
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. How many versions do you currently have in your archive?
2. Run the Archive Cleanup Wizard to remove all versions of

InstantFizz_Slot3_2018.ACD that were created between
yesterday and today.
Note: The Archive Cleanup Wizard always keeps the first and
last version within the specified time range. Therefore removing
all files created between yesterday and today will still keep at
least two file versions.
MNGe9515
3. View the archive for InstantFizz_Slot3_2018.ACD. What do you

notice?
4.
AssetCentre lesson
all of the images.
IMPORTANT
MNGe9515
MNGe9515
Answers: Exercise C
Check your work:
1. Answers will vary. There should be between 3 to 6 versions in
the archive.
2. The Archive Cleanup Wizard can be found in the Tools menu.
After viewing the server statistics, the Choose Assets to Prune
dialog box should resemble the following:
You should use simple deletion criteria that resembles the

following:
3. You should notice:

x The versions that were pruned are displayed in gray text. If
you click on these versions, you will notice that you cannot
get, pin or promote them.
x The very first version was not pruned. The Archive Cleanup
Wizard will always keep the first and most recent versions,
regardless of the date range you specify in the wizard.
x Any labeled versions are not pruned. The Archive Cleanup
Wizard will always keep versions that contain a label.
MNGe9515
7-1
Exercise 7 Configuring Disaster Recovery

and an Inventory Agent in
Software
Required Setup
more details.
FTAC-Server
FTAC-Agent
FTAC-Agent2
FTAC-Client1
IMPORTANT
Resource: Job Aid

Exercise A
Objectives
x Configure Disaster Recovery in FactoryTalk® AssetCentre
software
Situation
You need to set up Disaster Recovery for the InstantFizz HMI and the
SoftLogix™ L60 controller. Plant personnel want to receive daily
reports of changes made to these assets.
DRIe9515
7-2 Configuring Disaster Recovery and an Inventory Agent in FactoryTalk AssetCentre Software
You will need to notify employees as follows:

x Vanessa Moore (Engineer1@FTAC.com)
- Upon schedule completion
- If differences are detected
- Upon schedule failure
x John Williams (Administrator1@FTAC.com)
- If differences are detected
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Was the last lesson you completed Managing Archive Files in
FactoryTalk AssetCentre Software?
exercise.
2. Open the AssetCentre Client software. Create and configure an
agent group that contains the FTAC-Agent. This group will be
responsible for Disaster Recovery operations on all assets
located within Building 1.
3. Assign the newly created agent group to the appropriate
asset(s) in the asset tree:
A. If this agent group is responsible for all assets within
Building 1, at which level should you assign the agent
group?
DRIe9515
Configuring Disaster Recovery and an Inventory Agent in FactoryTalk AssetCentre Software 7-3
B. CHECKPOINT. Turn to the Answers section and verify your

answer to Step 3A is correct.
C. Based on your answer to Step 3A, assign the agent group to
the appropriate asset(s).
4. Which of your assets are compatible with Disaster Recovery?
5. Based on the information given in the situation, determine

which type of Disaster Recovery operation you should use for
each compatible asset:
Asset Name Disaster Recovery Operation
6. Review the information in the table below. During what time

periods would it be a good idea to perform Disaster Recovery?
Hint: You should never run Disaster Recovery during or an hour
before a SQL backup.
Time Network Activity SQL Event
12:00 AM - 4:00 AM Low Full database backup at 3:00AM
4:00 AM - 12:00 PM High None
12:00 PM - 2:00 PM Low None
2:00 PM - 6:00 PM High None
6:00 PM - 12:00 AM Moderate Differential backup at 9:00 PM
DRIe9515
7. In the last column, fill out the number of assets you could back
up during each time period with a single agent. Remember that
it takes one agent 12 hours to back up 100 assets:
Time Network SQL Event # of Assets

Activity
Full database
12:00 AM - 4:00 AM Low
backup at 3:00AM
4:00 AM - 12:00 PM High None
12:00 PM - 2:00 PM Low None
2:00 PM - 6:00 PM High None
Differential backup
6:00 PM - 12:00 AM Moderate
at 9:00 PM
8. CHECKPOINT. Turn to the Answers section and verify your
answers to Steps 6 and 7 are correct.
9. Based on your answers to Steps 6 and 7, when should you
perform the Disaster Recovery? Why?
10. Configure Disaster Recovery for the compatible assets:

A. At what level should you configure Disaster Recovery?
B. CHECKPOINT. Turn to the Answers section and verify your

answer to Step 10A is correct.
C. Based on the situation, who should receive completion
emails?
DRIe9515
D. Create a new schedule for Disaster Recovery. Do not change

any properties for individual assets.
11. Deactivate the PanelView Plus 7 by clearing the check box next
to it in the Assets in Schedule Name box.
12. Configure the remaining email notification configurations:
A. Who should be notified if differences in any of the assets are
detected?
B. Who should be notified if the schedule fails?
C. Configure the email notifications for the active assets (the

HMI and the CLX).
13. Run the schedule. Note the starting time:
14. The schedule should complete successfully. If you encountered

any issues:
x Verify the addressing path and configuration data are valid
for each device.
x Verify that the PVP7 is not on the schedule. There is no
physical PVP7, so we cannot perform Disaster Recovery on it.
x Verify that you set a master file path.
15. How long did it take for the schedule to complete?
16. Review the information contained in the Event Log.

17. To verify if the appropriate emails were sent:
A. Go to FTAC-Client1. Open Microsoft Outlook. The accounts
for Administrator1 and Engineer1 should be visible in the
left-hand pane.
B. It may take a few minutes for the emails to appear.
DRIe9515
IMPORTANT
Answers: Exercise A
Check your work:
2. Your agent group assignments should appear similar to the
following:
3.
A. You should assign the new agent group to the Building 1
generic container.
Since child assets are automatically set to inherit the agent
group assigned to their parent, you should assign the agent
group at the highest level possible. This way you do not have
to change the agent group for each individual asset.
C. The properties of your Building 1 generic container should be
similar to the following:
4. The following assets are compatible with Disaster Recovery:

x TAM_B1_IF_HMI
x TAM_B1_IFL1_L60
x TAM_B1_IFL1_PVP1500
DRIe9515
5. All of the assets should use the Disaster Recovery - Backup and
Compare operation, since plant personnel want to be notified of
changes:
Asset Name Disaster Recovery Operation

TAM_B1_IF_HMI Disaster Recovery - Backup and
Compare
TAM_B1_IFL1_L60 Disaster Recovery - Backup and
Compare
TAM_B1_IFL1_PVP7 Disaster Recovery - Backup and
Compare
6. Remember: you must perform Disaster Recovery before a SQL
backup, and you must leave an hour cushion before the SQL
backup. Therefore:
x 12:00 AM - 4:00 AM: You can only perform Disaster
Recovery between 12:00 AM and 2:00 AM (to leave an hour
cushion before the SQL backup).
x 4:00 AM - 12:00 PM: You should not perform Disaster
Recovery at times the network is highly active.
x 12:00 PM - 2:00 PM: You can perform Disaster Recovery
during the full two hours.
x 2:00 PM - 6:00 PM: You should not perform Disaster
Recovery at times the network is highly active.
x 6:00 PM - 12:00 AM: You should not schedule Disaster
Recovery - Backup and Compare operations during times of
moderate to high network activity.
7. If it takes one agent 12 hours to backup 100 assets, a single
agent can back up about 8 assets an hour:
Time Network SQL Event # of Assets

Activity
12:00 AM - 4:00 AM Low Full database 16
backup at 3:00AM
4:00 AM - 12:00 PM High None 0
12:00 PM - 2:00 PM Low None 16
2:00 PM - 6:00 PM High None 0
6:00 PM - 12:00 AM Moderate Differential backup 0
at 9:00 PM
Note that during both the timeslots of 12:00 AM – 4:00 AM and
12:00 PM – 2:00 PM only two hours are available to perform
Disaster Recovery.
DRIe9515
9. You should perform the Disaster Recovery between 12:00 AM

and 2:00 AM. This means you will have to start the Disaster
Recovery schedule at 12:00 AM.
You could also perform the Disaster Recovery at 12:00 PM. Since
it is a best practice to perform Disaster Recovery before a SQL
backup, you should eliminate the 12:00 PM option.
10.
A. You should configure Disaster Recovery at the Building 1
level. Since you only have three devices to perform Disaster
Recovery on, all assets can be included in one schedule. By
choosing to configure at the Building 1 level, you can create
one schedule that includes all of your assets.
C. Completion emails should be sent to Vanessa Moore
(Engineer1@FTAC.com).
DRIe9515
D. You should have created a Disaster Recovery – Backup and

Compare schedule:
DRIe9515
You should have added a new contact for Vanessa Moore:
DRIe9515
You should have set the timing of your schedule to appear

similar to the following graphic:
11. Your Assets in Schedule Name box should appear similar to the
following:
12.
A. Based on the situation section, Vanessa Moore
(Engineer1@FTAC.com) and John Williams
(Administrator1@FTAC.com) should both be notified if
differences are detected.
Note: John Williams will need to be added to the FactoryTalk
AssetCentre address book.
B. Based on the situation section, Vanessa More
(Engineer1@FTAC.com) should be notified if the schedule
fails.
DRIe9515
C. The properties of both your HMI (TAM_B1_IF_HMI) and

controller (TAM_B1_IFL1_CLX) should appear similar to the
following:
Note: Since you already configured the Disaster Recovery
schedule to email Vanessa upon completion, you do not
need to configure an Event Completed notification in the
individual assets.
15. The Disaster Recovery operation should have taken
approximately 1 to 5 minutes.
Exercise B
Objectives
x Automatically add and configure assets in FactoryTalk
AssetCentre software
Situation
Additional assets have been added to your system and you need to
add them into your FactoryTalk AssetCentre system.
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
DRIe9515
Practice
1. If it is not already, open the AssetCentre Client software.
2. Create a new generic container asset at the same level as
Building 1 and Documentation:
x Name: Inventory Agent
x Agent Group: System Default
This container will hold your inventory assets. Your asset tree
should appear similar to the following graphic:
3. Within the Inventory Agent container, create a new Asset

Inventory asset that will scan the network for computers
(Windows operating systems):
A. What type of scan should you use?
B. All of the devices/computers on your network are on the

same subnet. Configure the scan to use an IP subnet with
the IP address of one of the four computers in your system
(FTAC-Server, FTAC-Client1, FTAC-Agent, or FTAC-Agent2)
and the subnet mask 255.255.255.0.
Note: You should not need a login or password.
4. Within the Inventory Agent container, create an additional Asset
Inventory asset that will scan the network for devices that are
discoverable by RSLinx® Classic software:
A. What type of scan should you use?
DRIe9515
B. You do not know the maximum depth that your assets are
located at, so you should configure the scan to have an
unlimited depth.
5. Create a new schedule that will allow your newly created
inventory agents to run:
A. At what level should you create the schedule?
B. What type of operation should be performed?
C. CHECKPOINT. Turn to the Answers section and verify your

answers to Steps 5A and 5B are correct.
D. Configure the schedule. Since assets are rarely added to
your system, this schedule will only need to be run weekly.
The system has the bandwidth to run the schedule any day
of the week between 12:00 PM and 2:00 PM.
6. Run the schedule. It may take sever minutes to complete the
schedule.
7. The schedule should complete successfully. Once the schedule
is complete, each asset inventory in the asset tree should have a
.RAAI file beneath it.
8. Examine the .RAAI file for the inventory agent configured to
scan for computers. How many computers were found?
9. Close the open .RAAI file and open the .RAAI for the inventory
agent configured to scan for RSLinx Classic discoverable devices.
10. Expand the devices so that all devices found are visible. DO NOT
sort the devices by any of the heading columns. The devices
within a chassis will automatically appear in order of slot
number.
DRIe9515
11. Using the job aid, add the SoftLogix™ controller (1789-L60)
controller in Slot 2 to your asset tree. This controller is used to
control a second line in Building 1:
x Asset Name: TAM_B1_IFL2_CLX
x Asset Location: AssetCentre/Tampa Plant/Building
1/InstantFizz Line 2
Hint: You will have to create a new container for InstantFizz
Line 2.
IMPORTANT
When adding the controller using the Asset Inventory Add Asset
Wizard, be sure to verify that you are adding the controller in
Slot 2. If you are not adding the correct controller, cancel the
operation, return to the asset inventory results (.RAAI file) and
select the correct controller.
12. Close the .RAAI file and verify that the new controller was
successfully added to the asset tree.
Note: In an actual production environment, you would
additionally want to add configuration data for the controller
and verify that it is included in a disaster recovery schedule.
However, for the purposes of this lab, we will leave the
controller without any configuration data.
DRIe9515
Answers: Exercise B
Check your work:
3.
A. To scan the network for new computers, you should scan
using WMI.
B. Your WMI scanning configuration should appear similar to
the following graphic:
4.
A. To scan the network for devices that are discoverable by
RSLinx Classic software, you should scan using CIP.
B. Your CIP scanning configuration should appear similar to the
following graphic:
5.
A. You should create the schedule at the Inventory Agent
generic container level.
B. Either type of disaster recovery operation is acceptable:
Disaster Recovery – Backup or Disaster Recovery – Backup
and Compare.
DRIe9515
D. Your Disaster Recovery operation should be configured

similar to the following graphics:
7. Your asset tree should appear similar to the following graphics:
DRIe9515
8. The .RAAI file should contain four computers: FTAC-Server,

FTAC-Agent, FTAC-Client1, and FTAC-Agent2.
11. Within the .RAAI file, you should have clicked SYNC, selected the
appropriate controller, and clicked Add:
You should have named the folder and set the Asset Location
12. Your asset tree should appear similar to the following graphic:
DRIe9515
8-1
Exercise 8 Backing Up and Restoring

Critical Software
Configurations for a
System
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT

FactoryTalk® Directory backup files, located on
FTAC-Server:
C:\Class Files\Student Files\Backup Files\FT Directory
Backups
FactoryTalk View HMI server backup files, located on
FTAC-Server:
C:\Class Files\Student Files\Backup Files\HMI Backups
SQL Server FactoryTalk AssetCentre database backup files,
located on FTAC-Server:
C:\Class Files\Student Files\Backup Files\SQL Backups
RSLinx® Classic configuration backup files, located on
FTAC-Client1:
C:\Class Files\Student Files\Backup Files\RSLinx Backups
Resource: Job Aid

BRSe9515
8-2 Backing Up and Restoring Critical Software Configurations for a FactoryTalk AssetCentre System
Exercise A
Objectives
x Back up critical software configurations for a FactoryTalk
AssetCentre system
Situation
You have just finished adding all your files and assets to your asset
tree. You must now back up all critical files for the FactoryTalk
AssetCentre software so you don’t lose all your work, should a
disaster occur. There is already a Windows Task set up to back up
the HMI server.
All the files should be backed up on the FTAC-Server computer; no
work for this exercise should be done on FTAC-Client1. You are
already logged in as a user with full privileges for every software.
Since you don't anticipate the critical files will change very often:
x You only need one full FactoryTalk AssetCentre database
backup per day.
x You only need to back up the remaining files weekly.
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Was the last lesson you completed Configuring Disaster Recovery
and an Inventory Agent in FactoryTalk AssetCentre Software?
exercise.
BRSe9515
Backing Up and Restoring Critical Software Configurations for a FactoryTalk AssetCentre System 8-3
2. Fill out the Event column to determine when to run your

FactoryTalk AssetCentre SQL database backups.
Time Network Status Event
3:00 AM Low activity
9:00 AM High activity
3:00 PM High activity
9:00 PM Low activity
3. Using the job aid, create a one-time full backup of the

FactoryTalk AssetCentre SQL database:
A. What software should you use to back up the database?
B. The FTAC-Server computer contains two SQL servers:

FTAC-SERVER and FTAC-SERVER\FTVIEWX64TAGDB. The
FTVIEW server is used to store tags for the FactoryTalk View
server that is also installed on this computer. The
AssetCentre database is located on the FTAC-SERVER server.
C. Save the backup file to:
D. Verify that the backup was successful and a backup file
exists in the designated location.
4. Create a maintenance plan to automatically perform full,
differential, and transaction log backups of the FactoryTalk
AssetCentre SQL database.
A. What software should you use to back up the database?
B. Save the backup file to:

C. Leave the default report file location.
BRSe9515
D. What should the schedule be for the full database backup

task?
E. What should the schedule be for the differential database

backup task?
F. What should the schedule be for the transaction log backup

task?
5. Using the job aid, back up the RSLinx® Classic configuration.

There is only one master RSLinx Classic configuration, and the
configuration backup file should be stored on FTAC-Client1.
A. What software should you use to back up the configuration?
B. Save the backup file at:

C. Verify that the backup was successful and a backup file
6. Using the job aid, perform a one-time backup of the InstantFizz
HMI server.
A. Which computer is hosting the HMI server?
B. What software should you use to back up the HMI server?
C. Use the following source file location:

C:\Users\Public\Documents\RSView Enterprise\SE\HMI
Projects\InstantFizz_HMI\InstantFizz_HMI.SED
BRSe9515
D. Save the backup file at:

E. Verify that the backup was successful and a backup file
7. Using the job aid, perform a one-time FactoryTalk Directory
backup.
A. From which computer should you perform the FactoryTalk
Directory back up?
B. What software should you use to back up the directory?
C. Save the backup file at:

Backups
D. If you choose to encrypt the file contents, be sure to enter
and remember a password.
E. Verify that the backup was successful and a backup file
Answers: Exercise A
Check your work:
2.
Time Network Status Event
3:00 AM Low activity Full database backup
9:00 AM High activity No action
3:00 PM High activity No action
Differential backup
9:00 PM Low activity
Transaction log backup
BRSe9515
3.
A. You should use SQL Server Management Studio software to
perform your FactoryTalk AssetCentre SQL server backup.
B. Your one-time FactoryTalk AssetCentre SQL full backup
configuration should look similar to the following graphic:
4.
A. You should use SQL Server Management Studio software to
configure a maintenance plan.
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B. You should configure your maintenance plan similar to the

following graphics:
BRSe9515
Each of your three backups (full, differential, and transaction

log) should be configured similar to the following graphics,
with the schedule differing between the three:
D. The full database backup should be scheduled daily at 3:00

AM with no end date.
E. The differential database backup should be scheduled daily
at 9:00 PM with no end date.
F. The transaction log backup should be scheduled daily at 9:00
PM with no end date.
5.
A. You should use the RSLinx Classic Backup Restore Utility to
back up your RSLinx Classic configuration.
BRSe9515
6.
A. The FTAC-Server computer is hosting the HMI server.
B. You should use HMI Server Backup and Restore utility to back
up the HMI server.
D. You should back up the HMI server with a configuration
7.
A. You should perform the FactoryTalk Directory backup from
the FTAC-Server computer.
B. You should use the FactoryTalk Administration Console to
back up the FactoryTalk Directory.
Exercise B
Objectives
x Restore critical software configurations for a FactoryTalk
AssetCentre system
Situation
You just finished backing up your first set of critical files you’re your
FactoryTalk AssetCentre system. Your system has not yet been
deployed, so you would like to verify that your restore files are
working properly. You must restore the most recent files.
Each image has the following user with full permissions:
x Username: administrator
Password: Rockwell1
BRSe9515
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Shut down all images.
2. Restore the both the FTAC-Server and FTAC-Client1 images to
the 2018 Backup snapshot.
Note: The critical software configurations have been removed in
this snapshot. However, the backup files created in Exercise A
still exist.
3. Power on both the FTAC-Server and FTAC-Client1 images.
4. Using the job aid, restore the FactoryTalk Directory:
A. From which computer should you restore the FactoryTalk
Directory?
B. What software should you use to restore the directory?
C. You do not need to enter a passphrase for the files.

D. Verify that the restoration was successful.
Note: If the restoration was successful, you should be able
to see two applications: InstantFizz and Samples Water.
BRSe9515
5. Restore the InstantFizz HMI server files:

A. From which computer should you restore the HMI server?
B. What software should you use to restore the HMI server?
C. Restore the HMI server to the following location:

C:\Users\Public\Documents\RSView Enterprise\SE\HMI
Projects\InstantFizz_HMI
D. Verify that the restoration was successful. You should be
able to open the InstantFizz View client (on the FTAC-Client1
image) and see the trend changing on the Labeling display.
Note: In most systems, automatic and manual HMI backups
are stored in two different locations. Be sure to find the most
recent files.
6. Restore the FactoryTalk AssetCentre database.
A. From which computer should you restore the FactoryTalk
AssetCentre database?
B. What software should you use to restore the AssetCentre

database?
C. Verify that the restoration was successful. You should be

able to open the AssetCentre client (on the FTAC-Client1
computer) without error and see all the assets in your asset
tree.
7. Restore the RSLinx Classic configuration on the FTAC-Client1
image ONLY:
A. What software should you use to restore the RSLinx Classic
configuration?
BRSe9515
B. Verify that the restoration was successful. You should be

able to open RSLinx Classic software and see both a Linx
Gateways and an AB-ETHIP-1 drivers.
8. Close any open software on the images. Shut all of the images
down.
IMPORTANT
Answers: Exercise B
Check your work:
4.
A. You should restore the FactoryTalk Directory from the
FTAC-Server computer.
B. You should use the FactoryTalk Administration Console
software to restore the FactoryTalk Directory.
D. If the restoration was successful, the Explorer window in the
FactoryTalk Administration Console should appear similar to
5.
A. You should restore the InstantFizz HMI server on the
B. You should use HMI Server Backup and Restore software to
restore the HMI server.
BRSe9515
C. Your HMI server restore should appear similar to the

following graphic:
6.
A. You should restore the AssetCentre database from the
B. You should restore the AssetCentre database using SQL
Server Management Studio software.
C. Your restore database window should be configured similar
to the following graphic:
7.
A. You should use RSLinx Classic Backup Restore Utility to
restore the RSLinx Classic configuration.
B. Your RSLinx Classic configuration should appear similar to
BRSe9515
BRSe9515
9-1
Exercise 9 Finding a System Event Using

FactoryTalk AssetCentre Logs
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
Resource: Job Aid

For help performing steps in the exercise(s), see the job aid(s):
Exercise A
Objectives
x Find a system event using FactoryTalk® AssetCentre logs
Situation
You are in charge of InstantFizz Line 1. You have noticed some
issues with your line lately, so you'd like to perform a quick search to
see what user changes have happened with your line in the last
24 hours.
You would also like to set up daily scheduled searches that will
email Vanessa Moore (Engineer1@FTAC.com) PDF reports about:
x Any archive activity.
x Any changes made to the InstantFizz Line 1 assets and files.
FSEe9515
9-2 Finding a System Event Using FactoryTalk AssetCentre Logs
System information:
Computer Components
SQL Server
FTAC-Server
HMI server
Microsoft Outlook
Practice
1. Was the last lesson you completed Backing Up and Restoring
Critical Software Configurations for a FactoryTalk AssetCentre
System?
exercise.
2. Open the AssetCentre client software.
3. Open the RSNetworx™ MD Schedule Service Monitor. This
software must be running for the Diagnostics and Health Log to
record any data.
A. Verify that the InstantFizz_EtherNetConfig network status
goes from “Waiting” or “Initializing” to “Running”. This may
take a few minutes.
B. If the network status is “Error”: Right-click on the network
name and click Error Status. Click Reset Status.
C. Minimize the software once the network status is 'Running'.
4. Review the FactoryTalk AssetCentre logs to see what happened
with your line in the last 24 hours.
A. Which log(s) did you look at?
FSEe9515
Finding a System Event Using FactoryTalk AssetCentre Logs 9-3
B. What are some things you saw in the most recent entries in
the Event Log?
C. What are some things you saw in the most recent entries in
the Audit Log?
D. What are some things you saw in the most recent entries in
the Diagnostics and Health Log?
5. Create the quick search to see what has happened on your line
within the last 24 hours:
A. Which log should you search?
FSEe9515
B. Since your FactoryTalk AssetCentre system contains multiple

lines with various equipment, what might be a good word
or phrase to search for?
6. Set up the scheduled searches:

A. How many searches should you configure, and what logs
should you be searching?
B. Based on the Scenario, you should search for events that:

- Occurred within the last day
- Pertain to items on your line (InstantFizz Line 1)
Note: You can customize the reports to display how you'd
like. You do not need to configure security for the searches.
7. To verify if the appropriate emails were sent:
A. Go to FTAC-Client1. Open Microsoft Outlook. The accounts
for Administrator1 and Engineer1 should be visible in the
left-hand pane.
B. It may take a few minutes for the emails to appear.
8.
AssetCentre lesson
all of the images.
IMPORTANT
FSEe9515
Answers: Exercise A
Check your work:
4.
A. To see everything that may have happened with the
InstantFizz Line 1, you should have looked at all three logs.
- The Event Log will tell you anything about Disaster
Recovery operations for the line.
- The Audit Log will tell you any changes made to assets
or schedules.
- The Diagnostics and Health Log will tell you about
communications to your devices.
B. Answers will vary. In the Event Log, you will see things such
as: FactoryTalk activation check outs, the completion/failure
of Disaster Recovery schedules, and computers connecting
and disconnecting from the FactoryTalk AssetCentre server.
C. Answers will vary. In the Audit Log, you will see things such
as: users logging in and out, entering Design mode, changing
asset properties, checking out and editing files, adding
address book contacts, creating schedules and downloading
to devices.
D. Answers will vary. In the Diagnostics and Health Log, you will
see things such as: diagnostic snapshots, diagnostics starting
and stopping, and warnings for devices.
FSEe9515
5.
A. You should have created a Quick Search on the Audit Log.
B. Your dialog box should look as follows (using yesterday's
date):
6.
A. You should have created two scheduled searches: one for the
Archive History, and one for the Audit Log.
B. Your Archive History scheduled search properties should be:
Schedule: Daily at whatever time you choose.
Conditions:
(File/Folder Name Equal To ’AssetCentre/Tampa
Plant/Building 1/InstantFizz Line 1/
TAM_B1_IFL1_L60/InstantFizz_Slot3_2018.ACD’
Or
File/Folder Name Equal To ’AssetCentre/
Tampa Plant/Building 1/InstantFizz Line 1/
TAM_B1_IFL1_PVP1500/InstantFizz_ME.mer’ )
And
Activity Date/Time Between 1 days AND 0 days
ago
Operation: Email to Vanessa Moore in PDF output format.
FSEe9515
Your Audits scheduled search properties should be:

Schedule: Daily at whatever time you choose.
Conditions:
Message Contains ’InstantFizz Line 1’
And
Occurred Time Between 1 days AND 0 days ago
Operation: Email to Vanessa Moore in PDF output format.
FSEe9515
FSEe9515
10-1
Exercise 10 Planning Security for a

FactoryTalk System
Required Setup
more details.
The following file:
SEC_9515_A1.PDF
Resource: Job Aid

Exercise A
Objectives
x Plan security for a FactoryTalk® system
Situation
You work for a cement manufacturing plant that doesn't adhere to
very strict regulations; however, you would like to also secure the
hardware in the plant to prevent tampering. Given the list of plant
employees and their respective job functions, plan the security for
your FactoryTalk AssetCentre system.
SECe9515
10-2 Planning Security for a FactoryTalk System
Practice
1. Review the list of plant users, job functions and notes below.
Plant Users
User Job Function Notes
Often forces I/O
Mary Allen Operator
unnecessarily
Often forces I/O
Henry Young Operator
unnecessarily
Jack Roberts Plant Manager No issues
Danielle Jackson Engineer No issues
Maintenance
Debra Thomas No issues
Technician
Andrew Rogers Engineer No issues
Dennis Cooper Engineer No issues
Engineering
Elizabeth Ward No issues
Manager
Marie Price Operator No issues
2. Using the job aid, place the users into groups based on their job
functions in the table below.
Plant User Groups

Group User
Maintenance
Operators
Engineers
Administrators
SECe9515
Planning Security for a FactoryTalk System 10-3
3. Using the job aid, define the level of security you will need:
4. Following the job aid, define basic permissions for each user
group. For the product policy, only include permissions for
RSLogix 5000™. When assigning permissions, consider some
security issues you may have had in your own facility.
Plant Security
Security Group Permissions
Level
Maintenance
Operators
General
FactoryTalk
security
Engineers
Administrators
Maintenance
Operators
Engineers
System Policy
Administrators
SECe9515
Maintenance
Operators
Product
Policy
Engineers
Administrators
5. Open the SEC_9515_A1.PDF file. Using the job aid, review the
network layout in the file and list all the controllers to be
secured:
6. Complete the remaining steps in the job aid.
SECe9515
Planning Security for a FactoryTalk System 10-5
Answers: Exercise A
Check your work:
2.
Plant User Groups

Group User
Maintenance Debra Thomas
Mary Allen
Operators Henry Young
Marie Price
Danielle Jackson
Engineers Andrew Rogers
Dennis Cooper
Elizabeth Ward
Administrators
Jack Roberts
NOTE: You could have also put Marie Price in a separate
operators group since there are no issues with her.
3. Since you are not under strict regulations, you will only need
general security restrictions. This means configuring general
FactoryTalk security along with the System Policy, and assigning
basic Product Policy permissions. You must also secure your
hardware since you want to prevent tampering.
4. Below are some sample answers, though you may have slightly
different answers. However, your answers for the System Policy
should match exactly.
Plant Security
Level
Read-only, cannot create/delete
Maintenance
children
Read-only, cannot create/delete
General Operators children, cannot configure
FactoryTalk security
security Read/write, can create/delete
Engineers children, cannot configure
security
Administrators Allow all actions
SECe9515
Plant Security
Level
Maintenance None
Operators None
Engineers None
Allow all actions
- Minimum password length = 8
System Policy characters
- Password expires every 6
Administrators months
- Scan network every 2 seconds
- Enable audits
ͲLeave default alarm severity
settings
Maintenance None
RSLogix 5000
Cannot:
Product Operators Install/un-install software
Policy Download/upload a program
Force I/O
Engineers Allow all actions
Administrators Allow all actions
5. There are three controllers that will need to be secured: the L73
in the ControlLogix® chassis, the PLC-5® and the SLC™ 500.
SECe9515
11-1
Exercise 11 Configuring Application-Layer

Security in the FactoryTalk
Directory
Required Setup
more details.
FTAC-Server
IMPORTANT

ALS_9515_A1.PDF
ALS_9515_B1.PDF
Resource: Job Aid

Exercise A
Objectives
x Configure security permissions and policies in the
FactoryTalk® Directory
Situation
One of your colleagues has planned out your FactoryTalk security
system at a basic level, and started configuring the basic FactoryTalk
security settings. You need to pick up where he left off and finish
configuring the basic FactoryTalk Security.
ALSe9515
11-2 Configuring Application-Layer Security in the FactoryTalk Directory
Notes:
x There is no need to explicitly deny any permissions.
x Users should not be able to change their passwords, and
passwords should never expire.
x There are no computer groups.
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Open the ALS_9515_A1.PDF file and review its contents. This is
your security specification.
2. Add the computers, users and user groups.
A. What Directory does FactoryTalk AssetCentre use?
B. What computer(s) did you need to add?
C. What Windows-linked users did you need to add?
D. What FactoryTalk users did you need to add?
ALSe9515
Configuring Application-Layer Security in the FactoryTalk Directory 11-3
E. What user groups did you need to add?
3. You now need to configure the Common permissions.

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

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

InstantFizz Engineers group?
ALSe9515
D. On which object(s) did you set the permissions for the

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

accuracy. Use the table below to verify everything is correct.
User Object Permissions Correct?

Network
John Smith InstantFizz application
Juice application
Network
Mary Adams InstantFizz application
Juice application
Network
Amy Williams InstantFizz application
Juice application
5. Log into FactoryTalk as John Smith.

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

A. Try to configure security on any object. What happens?
ALSe9515
B. Try to add an object to the InstantFizz application. What

happens?
C. Try to add an object to the Juice application. What happens?
Answers: Exercise A
Check your work:
2.
A. FactoryTalk AssetCentre software uses the Network
Directory.
B. You do not need to add any computers, as they all already
exist in the FactoryTalk Directory.
C. You only need to add the FTAC-Server\CJames
Windows-linked user.
D. You will need to add the JSmith and MAdams FactoryTalk
users.
E. You will need to add the InstantFizz Operators and InstantFizz
Engineers groups.
3.
A. You should not have needed to configure permissions for
individual users. Notice the time you saved by setting
permissions for just 3 groups, as opposed to the time it
would have taken to set permissions for 6 individual users.
B. For the InstantFizz Operators group, you should have:
- Set the List Children and Read permissions at the
Network level.
- Set the remaining permissions at the InstantFizz
application level (InstantFizz will inherit the List Children
and Read permissions from the Network).
C. For the InstantFizz Engineers group, you should have:
- Set the List Children and Read permissions at the
Network level.
- Set the Write and Execute permissions at the InstantFizz
application level (InstantFizz will inherit the List Children
and Read permissions from the Network).
D. For the Administrators group, you should have set the
permission at the Network level so that the InstantFizz and
Juice applications inherit the permissions.
ALSe9515
5.
A. When you try to configure security, you should not even be
able to see the Security… option when you right-click an
object.
B. When you try to add an object, you will be able to see the
option when you right-click. However, when you complete
the dialog box and click OK, you will get an “insufficient
security rights” message.
Note: If any of your tests failed, verify that you removed all
the permissions for the All Users group at the Network level.
6.
A. When you try to configure security, you should not even be
able to see the Security… option when you right-click an
object.
B. You should be able to create the object without any issues.
C. When you try to add an object, you will be able to see the
option when you right-click. However, when you go
complete the dialog box and click OK, you will get an
“insufficient security rights” message.
This is because the Juice application inherited the List

Children and Read permissions, and the rest of the
permissions are implicitly denied.
Note: If any of your tests failed, verify that you removed all
the permissions for the All Users group at the Network level.
ALSe9515
Exercise B
Objectives
x Configure security permissions and policies in the
FactoryTalk Directory
Situation
One of your colleagues has just finished configuring the basic
FactoryTalk Security. All of the users, groups and Common
permissions are in place. You now need to configure the FactoryTalk
System and Product policies.
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Open the ALS_9515_B1.PDF file. This is your security system
specification for the System and Product policies.
2. Configure the System policies.
3. Configure the FactoryTalk AssetCentre Product Policy.
4. Verify that each group's permissions are correct. Fill out the
table below; if you catch any mistakes in your configuration, fix
them.
User or Group Product Permissions
Correct?
InstantFizz Operators AssetCentre
InstantFizz Engineers AssetCentre
Administrators AssetCentre
ALSe9515
5. Test the FactoryTalk AssetCentre Product Policy permissions on

FTAC-Client1. Refer to the job aid.
A. Log in as JSmith (member of InstantFizz Operators). What
are some of the permissions you tested, and were they
successful?
B. Log in as MAdams (member of InstantFizz Engineers). What

successful?
C. Log in as Test_Admin (member of Administrators). What are

some of the permissions you tested, and were they
successful?
ALSe9515
6.

AssetCentre lesson
all of the images.
IMPORTANT
ALSe9515
Answers: Exercise B
Check your work:
4. All of your permissions should be correct before moving on.
5.
A. The following are some examples of what you could have
tested for JSmith (member of InstantFizz Operators):
- Switch to design mode (denied)
- View any log (allowed)
- Create a new schedule (denied)
Note: If any of your tests failed, verify that the All Users group
has been removed, or has been denied all permissions.
B. The following are some examples of what you could have
tested for MAdams (member of InstantFizz Engineers):
- Switch to design mode (allowed)
- Create a new schedule (allowed)
C. All permissions should be allowed for Test_Admin (member
of Administrators), so anything you tested you should be
allowed to do.
ALSe9515
12-1
Exercise 12 Configuring Security Within

Software
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
The following file:

ACS_9515_A1.PDF
Resource: Job Aid

Exercise A
Objectives
x Configure security within FactoryTalk® AssetCentre software
Situation
You have just finished configuring the FactoryTalk AssetCentre
Product Policy. You now need to configure the final step of security
for the FactoryTalk AssetCentre software.
ACSe9515
12-2 Configuring Security Within FactoryTalk AssetCentre Software
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Was the last lesson you completed Configuring Application-Layer
Security in the FactoryTalk Directory?
exercise.
2. Open the ACS_9515_A1.PDF file. This file contains your security
specification for the FactoryTalk AssetCentre software.
3. Configure the security within the AssetCentre client software.
A. On which object(s) did you set the permissions for the
InstantFizz Operators group?
B. On which object(s) did you set the permissions for the

InstantFizz Engineers group?
ACSe9515
Configuring Security Within FactoryTalk AssetCentre Software 12-3
C. On which object(s) did you set the permissions for the

Administrators group?
4. Verify that each group's effective permissions are correct.

Note 1: You do not need to check individual users, since you
only configured security for groups.
Note 2: You do not need to examine permissions for individual
assets, since you did not configure security for individual assets.
FactoryTalk AssetCentre Security Permission Verification
User or Group Object Permissions
Correct?
Documentation
InstantFizz Building 1
Operators Tampa Plant
AssetCentre
Documentation
InstantFizz Building 1
Engineers Tampa Plant
AssetCentre
Documentation
Building 1
Administrators
Tampa Plant
AssetCentre
5. Test the FactoryTalk AssetCentre software permissions on

FTAC-Client1. Refer to the job aid.
A. Log in as JSmith (member of InstantFizz Operators). What
successful?
ACSe9515
B. Log in as MAdams (member of InstantFizz Engineers). What

successful?
C. Log in as Test_Admin (member of Administrators). What are

some of the permissions you tested, and were they
successful?
6.

AssetCentre lesson
all of the images.
IMPORTANT
ACSe9515
Configuring Security Within FactoryTalk AssetCentre Software 12-5
ACSe9515
Answers: Exercise A
Check your work:
3.
A. For the InstantFizz Operators group, you should have
configured one set of permissions on the Building 1 object,
and the other set on the Documentation folder.
However, in order to see these items, you also needed to set

the Read and List Children permission on the AssetCentre
object.
B. For the InstantFizz Engineers group, you should have set the
permissions on the Tampa Plant object.
However, in order to see these items, you also needed to set

the Read and List Children permission on the AssetCentre
object.
C. For the Administrators group, you should have set the
permissions on the AssetCentre object.
5.
A. The following are some examples of what you could have
tested for JSmith (member of InstantFizz Operators):
B. The following are some examples of what you could have
tested for MAdams (member of InstantFizz Engineers):
C. All permissions should be allowed for Test_Admin (member
of Administrators), so anything you tested, you should be
allowed to do.
ACSe9515
13-1
Exercise 13 Viewing System Information

from the FactoryTalk
AssetCentre Web Client
Required Setup
This exercise requires the following items. See the General Setup for
more details.
FTAC-Server
FTAC-Client
IMPORTANT
Resource: Job Aid

Exercise A
Objectives
In this exercise, you will practice how to:
x View system information from the FactoryTalk® AssetCentre
Web Client
AWCe9515
13-2 Viewing System Information from the FactoryTalk AssetCentre Web Client
Situation
You have finished configuring your FactoryTalk AssetCentre system.
You would like engineers and other management to be able to view
the information in your application from locations other than the
computer(s) running the FactoryTalk AssetCentre Client software.
For this exercise, we will use the same terminal that is hosting the
FactoryTalk AssetCentre server to access the FactoryTalk
AssetCentre Web Client. However, any terminal with network access
to the terminal hosting the server can access the client.
The FactoryTalk Directory has the following user with full
permissions:
x Username: administrator
Password: Rockwell1
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
Practice
1. Was the last lesson you completed Configuring Security within
FactoryTalk AssetCentre Software?
exercise.
2. From the FTAC-Server image, open the AssetCentre Web Client
and log in.
3. From the FTAC-Client image, open the AssetCentre Client
software.
AWCe9515
Viewing System Information from the FactoryTalk AssetCentre Web Client 13-3
4. Compare the asset tree in the client software with the asset tree
in the web client. Are the two asset trees the same? Why or why
not?
5. From the web client, run the backup and compare schedule.
6. When the backup and compare has completed, view the results.
Which view will you use to see the results?
7. Run one of the scheduled searches. Can you view the results of
the search?
8. Explore other areas of the web client. When you have finished,
close the web client.
9.

AssetCentre lesson
all of the images.
IMPORTANT
AWCe9515
13-4 Viewing System Information from the FactoryTalk AssetCentre Web Client
Answers: Exercise A
Check your work:
4. The two asset trees should be identical. Both interfaces are

connected to the same FactoryTalk AssetCentre server and will
therefore display identical information.
5. You should have run the backup and compare schedule by
clicking the Run schedule button in the Schedules view:
6. The backup and compare results can be seen in the Dashboards

view.
7. You should have run a search from the Searches view:
Once the search has run, you should be able to view the results.
AWCe9515
14-1
Exercise 14 Troubleshooting a System

Using FactoryTalk AssetCentre
Software
Required Setup
more details.
FTAC-Server
FTAC-Client1
IMPORTANT
Revert both images to their 2018 Troubleshooting Lesson
snapshot.
The following file(s):

FactoryTalk® Directory backup files, located on
FTAC-Server:
Backups
FactoryTalk View HMI server backup files, located on
FTAC-Server:
SQL Server FactoryTalk AssetCentre database backup files,
located on FTAC-Server:
RSLinx® Classic configuration backup files, located on
FTAC-Client1:
Resource: Job Aid

TBLe9515
14-2 Troubleshooting a System Using FactoryTalk AssetCentre Software
Exercise A
Objectives
x Troubleshoot a system using FactoryTalk AssetCentre software
Situation
You came into work this morning, and noticed that you were unable
to open the FactoryTalk AssetCentre client. You must now
troubleshoot your FactoryTalk AssetCentre system.
You know that nobody had access to the FactoryTalk AssetCentre
agent, therefore you will not need the FTAC-Agent image.
Assume today's date is November 17, 2017.
The user credentials with full privileges are as follows:
x FactoryTalk user:
x Username: Administrator
Password: Rockwell1
System information:
Computer Components
SQL Server
FTAC-Server
HMI Server
Microsoft Outlook
You know your asset tree should look similar to the following
graphic:
TBLe9515
Troubleshooting a System Using FactoryTalk AssetCentre Software 14-3
Practice
1. Verify that your FTAC-Server and FTAC-Client1 images are on
their 2018 Troubleshooting snapshot.
2. Try to open the AssetCentre Client software. What happens?
3. Perform the preliminary checks on your FactoryTalk system.

A. Are there any issues with the FactoryTalk Directory? You
should be able to see Samples Water and InstantFizz
applications.
B. If there were any issues with the FactoryTalk Directory,

restore the FactoryTalk Directory. There is no passphrase for
the backup files.
C. Are there any issues with the FactoryTalk HMI server? You
should be able to open the InstantFizz client on
FTAC-Client1 without error.
D. If there were any issues with the HMI server, restore the
server. Recall that the HMI backups are stored in two
different locations.
E. Are there any issues with the AssetCentre database?
TBLe9515
F. If there were any issues with the AssetCentre database,

restore the database.
G. Are there any issues with the RSLinx Classic configurations?
There should be one Ethernet driver in the RSWho window
on the FTAC-Client1.
H. If there were any issues with the RSLinx Classic

configurations, restore them. Remember to browse the
entire configuration after restoring it.
I. Are there any issues with the required services?
J. If necessary, start the required services.

4. Can you open the AssetCentre Client software without error,
and see all of your assets?
5. What caused the problem, and what time did it occur?
TBLe9515
6. How can you fix this problem?
7. Fix the problem, and verify that the assets appear.

8. How could you prevent this issue in the future?
9. Briefly document the first problem:

x How did the problem present itself?
- Unable to open the AssetCentre client.
A. What were the root causes of the problem?
TBLe9515
B. What repairs did you make to correct the problem?
C. What will you do to prevent the problem in the future?
10. Briefly document the second problem:

x How did the problem present itself?
- All of the assets were missing from the asset tree.
A. What was the root cause of the problem?
B. What repairs did you make to correct the problem?
TBLe9515
C. What will you do to prevent the problem in the future?
11. Close any open software on the images. Shut all of the images
down.
IMPORTANT
Be sure to shut down the images, not your actual computer.
Answers: Exercise A
Check your work:
2. When you try to open the AssetCentre Client software, you get
an error that no connection could be made. This could have
numerous root causes.
3.
A. Yes, the issue is that all of the information that was stored in
the FactoryTalk Directory is now missing.
C. Yes, the issue is that the HMI server status is “Not Loaded,”
meaning there is no HMI server.
E. No, there are no issues. The AssetCentre database appears to
be intact. This should be verified from the SQL Server
Management Studio software.
G. Yes, the issue is that there are no RSLinx Classic drivers.
I. Yes, the issue is that the FactoryTalk AssetCentre Server
service is not started.
4. Yes, you should be able to open the AssetCentre Client software
without issue. However, all of your assets are now gone.
5. If you go through the logs, you will see that the user MAdams
(Mary Adams) went through and deleted all of your assets at
approximately 11:51am on 11/16/2017. Although it is possible
she did that by accident, it is more likely that she intentionally
corrupted your entire system (since the FactoryTalk Directory
contents, HMI server, FactoryTalk AssetCentre and RSLinx Classic
had all been wiped out as well).
6. Recall that the entire FactoryTalk AssetCentre configuration is
stored in the SQL database. As long as you have full SQL
backups, all you need to do is restore the latest SQL backup. You
must make sure you restore a backup that occurred before Mary
deleted all the assets.
TBLe9515
8. This is an issue that could very easily be prevented by tightening

the security within both the FactoryTalk Administration Console
and FactoryTalk AssetCentre software, by denying the user the
'Delete Children' permission.
If Mary corrupted all of these things by accident - the
FactoryTalk Directory, HMI server, FactoryTalk AssetCentre and
RSLinx Classic configurations - then she needs more training on
how to properly use those items.
If Mary intentionally corrupted them, you would need to watch
more closely for disgruntled employees. You are very lucky that
she did not delete the FactoryTalk AssetCentre backup files; had
she done that, there would have been no way to recover. This is
why you need to keep your backup files secured.
9. Problem presentation: Could not open the FactoryTalk
AssetCentre client.
A. There were multiple root causes of the problem. The
FactoryTalk Directory applications and HMI server had been
deleted. Although not a root cause, the RSLinx Classic
configurations had also been deleted, which would cause
problems for Disaster Recovery operations later on.
B. The repairs were as follows: (1) restore the FactoryTalk
Directory, (2) restore the HMI server and (3) restore the
RSLinx Classic configurations.
Once you were able to open the FactoryTalk AssetCentre
client, you identified a second problem: all of the assets in
FactoryTalk AssetCentre were missing.
C. To prevent this problem in the future, you would need to
tighten security within the FactoryTalk Administration
Console. The key permission to restrict is “Delete Children”.
10. Problem presentation: All assets missing from the asset tree.
A. The root cause of the problem was that a user, MAdams,
deleted all of the assets.
B. The repair was to restore the most recent SQL database
backup created before the assets were deleted.
C. To prevent this problem in the future, you would need to
tighten security within FactoryTalk AssetCentre itself. The key
permission to restrict is “Delete Children”.
TBLe9515
A-I

Appendix A Instructions for Individual

Exercises
Configuring Individual Exercises

This document contains information about the setup steps required
for individual exercises.
The following instructions indicate what you must do to set up for

individual exercises, if the exercise directed you here.
Do NOT follow these instructions if you were not directed here by an

exercise.
You MUST follow these instructions, or the exercise will not work as
intended.
1. For each of the images (FTAC-Server, FTAC-Agent, and

FTAC-Client1):
If the image is… Then…
Ensure the image is running on
the 2018 After Installs snapshot.
Make sure all software is closed.
On
It is ok if the image is branched
off of the 2018 After Installs
snapshot, rather than on the
actual snapshot itself.
Go to the 2018 After Installs
snapshot. Turn on the image
Off
and ensure it is fully loaded
before continuing.
2. Go to the FTAC-Server image.
Appendix A
A-2 Instructions for Individual Exercises
3. Determine the file you need to restore for your particular lesson:
All files are located on FTAC-Server at
C:\Class Files\Instructor Files\Exercise Backups
Lesson File Type File Location\Name
Archiving Files in
SQL Database SQL Restore Files
FactoryTalk
File \ACH_9515_A1.BAK
AssetCentre
Managing Archive
Files in FactoryTalk SQL Database SQL Restore Files
AssetCentre File \MNG_9515_A1.BAK
Software
Configuring Disaster
Recovery and an
Asset Inventory in SQL Database SQL Restore Files
FactoryTalk File \DRI_9515_A1.BAK
AssetCentre
Software
Backing Up and
Restoring Critical
Software SQL Database SQL Restore Files
Configurations for a File \BRS_9515_A1.BAK
FactoryTalk
AssetCentre System
Finding a System
Event Using SQL Database SQL Restore Files
FactoryTalk File \FSE_9515_A1.BAK
AssetCentre Logs
Configuring FactoryTalk FT Directory Backups
Application-Layer Directory File \ALS_9515_A1.BAK
Security in the
FactoryTalk SQL Database SQL Restore Files
Directory File \ALS_9515_A2.BAK
Configuring Security FactoryTalk FT Directory Backups

within FactoryTalk Directory File \ACS_9515_A1.BAK
AssetCentre SQL Database SQL Restore Files
Software File \ACS_9515_A2.BAK
Viewing System FactoryTalk FT Directory Backups
Information from Directory File \AWC_9515_A1.BAK
the FactoryTalk
AssetCentre Web SQL Database SQL Restore Files
Client File \AWC_9515_A2.BAK
4. If the file type is:

A. A SQL database file, go to the Restoring a SQL Database
section of this appendix.
Appendix A
Instructions for Individual Exercises A-3
B. A FactoryTalk Directory file, go to the Restoring the

FactoryTalk Directory section of this appendix.
Restoring a SQL Database

Use the steps below to restore a SQL database file for an individual
exercise.
1. Stop the necessary services.

A. Go to FTAC-Server.
B. Go to Services (Start > All Programs > Administrative Tools
> Services) and stop the following services:
- FactoryTalk AssetCentre Server
- Worldwide Web Publishing Service
2. Delete the current AssetCentre database.
A. Open SQL Server Management Studio (Start > All
Programs > Microsoft SQL Server 2008 R2 > SQL Server
Management Studio)
B. Connect to the local SQL instance.
C. Expand the Databases folder. Right click the AssetCentre
database and select Delete.
D. Check the Close existing connections check box, then click
OK.
3. Restore the required database file.
A. In SQL Server Management Studio, right-click on the
Databases folder and select Restore Database…
B. In the To database field, type AssetCentre.
C. In the Source for restore section, select the radio button for
From device.
D. Click the Browse button to browse to the folder that the
required database file is in.
E. Type the file name in the File Name box and click OK.
F. Verify that the file specified is correct and click OK.
G. Check the box to the left of the backup set you want to
restore and click OK.
4. Restart the required services.
A. Go to Services (Start > All Programs > Administrative Tools
> Services) and start the following services:
- FactoryTalk AssetCentre Server
- Worldwide Web Publishing Service
5. Wait 1-3 minutes, then go to the FTAC-Client image. Verify that
your AssetCentre client software opens without error.
Appendix A
A-4 Instructions for Individual Exercises
Restoring the FactoryTalk Directory

Use the steps below to restore a FactoryTalk Directory file for an
individual lesson.
1. Go to FTAC-Server and open the FactoryTalk Administration

Console.
A. Verify that you are logged into FactoryTalk as the Windows-
linked user FTAC-Server\Administrator.
2. Right-click on Network and select Restore.
3. Browse to the required FactoryTalk Directory file. Select it and
click Open, then click Next.
4. You will be prompted for a passphrase. There is no passphrase
for any of the required files, so leave the passphrase field blank.
Click OK.
5. You will be prompted to choose which portion of the Directory
to restore. Choose Restore directory contents and the security
authority identifier and click Finish.
6. You will be prompted to log in. Log in with the following
credentials:
User: Administrator
Password: Rockwell1
7. Restart the FTAC-Server image.
Appendix A
For more information about our Training Services solutions, please visit:
http://www.rockwellautomation.com/services/training
ControlLogix, FactoryTalk, PanelView, 1-$ RSLinx,34-PHJY 34-PHJY RSNetWorx, 4-$ 4PGU-PHJY 4UVEJP and Studio
5000 Logix Designer are trademarks of Rockwell Automation, Inc.
Trademarks not belonging to Rockwell Automation are property of their respective companies.
$BUBMPH/VNCFS "#5'5"$5-# –"QSJM 201 © 201 Rockwell Automation, Inc. All Rights Reserved. Printed in USA.
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FactoryTalk AssetCentre System Design

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For information about Rockwell Automation Training, visit:

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

This document contains information about the setup steps required

 A computer with that meets the following requirements:

 The VMware images found within the VMware Image – FTAC

x FactoryTalk AssetCentre Procedures Guide

x RSLinx Enterprise Help system

For student exercises:

x Files required on the VM images can be found in the C:\Class

1. Review the image READMEs for information on login credentials,

3. For a computer with 8 GB of RAM, the RAM allocations for the

4. Load the VMware images as follows:

5. Ensure that Ethernet communications are working:

B. Verify that the Ethernet module in the SoftLogix chassis is

For Individual Exercises

Certain exercises may also require you to restore the FactoryTalk

Exercise 1 Getting Started with a

Resource: Job Aid

6. Yes, you will need to purchase additional licensing. You initially

Exercise 2 Establishing a FactoryTalk

 The following file:

Resource: Job Aid

10. Do you need to purchase additional computers?

B. How many agent computers need to be purchased?

IP Address 192.168.1.10 208.44.25.88 192.168.1.20

Note that since Computer B is not widely accessible and IT is

Final FactoryTalk AssetCentre System Architecture

Note that since we are not using Computer B for FactoryTalk

FactoryTalk View ME PanelView™ Plus 6/V8.20-

FactoryTalk View ME PanelView Plus 7

N/A FactoryTalk Services Platform N/A

3. How many software packages would you have to purchase for

4. How many of each software package will you need to purchase?

.MER FactoryTalk View ME PanelView Plus 6/V8.20- V7.00.00

RSLinx Classic V3.74.00

.RSS RSLogix 500® 1747-L531 F V10.00

N/A FactoryTalk Services Platform N/A V2.8

3. You would have to purchase 6 software packages for one

Exercise 3 Installing the Required

Resource: Installation Guide

Internet Explorer V8.0

SQL Server 2012 Standard

2. Open the INS_9515_A1.EXE file.

6. Ordinarily, you would install the required patches at this point.

Operating system Windows 7 Professional SP1

Internet Explorer V9.0

2. Open the INS_9515_B1.EXE file. This file is an interactive,

Internet Explorer V8.0

2. Open the INS_9515_C1.EXE file. This file is an interactive,

5. Verify that the FactoryTalk AssetCentre agent has installed

Exercise 4 Configuring and Organizing

 The following files located on FTAC-Client1: C:\Class

Resource: Job Aid

The following devices will be included in your system:

A computer with that meets the following requirements:

The VMware images found within the VMware Image – FTAC

The following file:

The following files located on FTAC-Client1: C:\Class

The following file: