Rockwell-automation RSBizWare BatchCampaign Users Guide Manual de usuario

RSBizWare BatchCampaign™™USER’S GUIDEPUBLICATION BWCMP-UM009A-EN-P–August 2007Supersedes Publication BWCMP-UM008A-EN-PBWCMP-UM009A-EN-P_Ttlepage 5/3/

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE6• • • • •OTHERFactoryTalk Batch and any associated requirements (sold separately)3.5" floppy disk driveC

1 • Introducing RSBizWare BatchCampaign7• • • • •Anti-Virus softwareAll Rockwell Software products in this release have been tested using the late

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE8• • • • •Changing DEP settingsTo change the DEP settings, select Control Panel > System > Advanced >

1 • Introducing RSBizWare BatchCampaign9• • • • •application. A printed copy of the User’s Guide is distributed in the box with the product softwa

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE10• • • • •Get Web SupportIn addition to phone support, the Rockwell Automation Customer Support Center offers

213Installing RSBizWare BatchCampaignThere are setup procedures that must be completed before and after you install RSBizWare™ BatchCampaign™. To defi

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE22• • • • •Pre-Installation Procedures The following instructions assume that the FactoryTalk Batch client com

3 • Installing RSBizWare BatchCampaign23• • • • •installation at any time by clicking the Cancel button. Before you begin the installation, comple

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE24• • • • •3. In the RSBizWare BatchCampaign Install Disk dialog box, click Install RSBizWare BatchCampaign. T

3 • Installing RSBizWare BatchCampaign25• • • • •you do not have enough space, perform step 7. If you do have enough space, skip to step 8.10. Cli

Contact RockwellCustomer Support Telephone — 1.440.646.3434Online Support — http://www.rockwellautomation.com/support/Copyright Notice© 2007 Rockwell

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE26• • • • •Configure RSBizWare BatchCampaignThe first time you run BatchCampaign, an Error! dialog box display

3 • Installing RSBizWare BatchCampaign27• • • • •1. Click the Properties and Settings button on the BatchCampaign toolbar. The Properties dialog b

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE28• • • • •4. On the Provider tab, select the database type you want to connect with from the OLE DB providers

3 • Installing RSBizWare BatchCampaign29• • • • •The Connection tab will look similar to this for the Microsoft Jet 4.0 selection (Admin is the de

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE30• • • • •Add a FactoryTalk Batch ServerWhen RSBizWare BatchCampaign is opened initially, no FactoryTalk Batc

3 • Installing RSBizWare BatchCampaign31• • • • •4. The Name box is used to identify the FactoryTalk Batch Server consistently within the BatchCam

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE32• • • • •ADD MULTIPLE FACTORYTALK BATCH SERVERSYou can add up to ten FactoryTalk Batch Servers to your Batch

112Implementing SecurityThis chapter provides information on securing RSBizWare™ BatchCampaign™ using FactoryTalk® Security, and the communication bet

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE12• • • • • Allows any authenticated Windows user to log on to the FactoryTalk Local Directory. The installat

2 • Implementing Security13• • • • • Remove the All Users group from the BatchCampaign product policies. The FactoryTalk Services Platform instal

iii1 • Introducing RSBizWare BatchCampaign 1What’s New? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE14• • • • •If the FactoryTalk Use single sign-on system policy setting is ‘Disabled’ or the BatchCampaign Sing

2 • Implementing Security15• • • • •For more information about FactoryTalk Security see FactoryTalk Help.To open FactoryTalk Help, click the Start

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE16• • • • •2. Navigate to: System\Policies\Product Policies\Batch\ BatchCampaign\Commands to modify security p

2 • Implementing Security17• • • • •The <Command> Confirm policy settings are located in the FactoryTalk Directory at the following location

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE18• • • • •4. Scroll to the Confirmations policy settings. Select the confirm policy setting and then click th

2 • Implementing Security19• • • • •Communicating with the FactoryTalk Batch ServerWhen RSBizWare BatchCampaign is communicating with a FactoryTal

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE20• • • • •BatchCampaign.book Page 20 Wednesday, September 19, 2007 4:58 PM

334Using RSBizWare BatchCampaignThis chapter provides you with information on using RSBizWare™ BatchCampaign™, including the use of commands, displays

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE34• • • • •RSBizWare BatchCampaign User InterfaceWhen RSBizWare BatchCampaign starts up, it has a user interfa

4 • Using RSBizWare BatchCampaign35• • • • •Menu BarThe following describes the menu bar commands:ToolbarThe toolbar contains a group of buttons u

RSBIZWARE BATCHCAMPAIGN USER’S GUIDEiv• • • • •4 • Using RSBizWare BatchCampaign 33Starting RSBizWare BatchCampaign . . . . . . . . . . . . . . .

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE36• • • • •Server Communication Status IconsThe following icons indicate the communication status between Batc

4 • Using RSBizWare BatchCampaign37• • • • •Configuring the RSBizWare BatchCampaign DatabaseThis section details the methods and dialog boxes used

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE38• • • • •Data Link Properties1. To configure the BatchCampaign database, select the Configure button.2. The

4 • Using RSBizWare BatchCampaign39• • • • •CONNECTION TABIf you chose the Microsoft OLE DB provider for SQL Server as the provider, your Connecti

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE40• • • • •ADVANCED TABFor most applications, the default values specified on this tab should be acceptable. I

4 • Using RSBizWare BatchCampaign41• • • • •2. Next, click the New button. The Add New Server dialog box displays. Enter the Name, Node Address, S

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE42• • • • •To configure your FactoryTalk Batch Server recipe database, select the Configure button. For inform

4 • Using RSBizWare BatchCampaign43• • • • •2. Click the Servers tab.3. Click the Modify button. Make the desired changes and then click OK twice

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE44• • • • •Setting up TriggersTriggers are used to determine when and in what order a batch or campaign is to

4 • Using RSBizWare BatchCampaign45• • • • • Allow Batch Stopping/Aborting – Enables the ability to Stop or Abort a batch. Ignore Timeout Errors

11Introducing RSBizWare BatchCampaignWelcome to RSBizWare™ BatchCampaign™, the application that makes batch campaign management fast and simple. Batch

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE46• • • • •BatchCampaign.book Page 46 Wednesday, September 19, 2007 4:58 PM

475Working with BatchesThis chapter provides you with information on adding, starting, stopping, aborting, holding, restarting, and deleting batches.

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE48• • • • •A list of recipes is displayed with the columns below:2. Select the recipe to use, and then click N

5 • Working with Batches49• • • • •Batch ID If a batch ID was not automatically generated, you can change the batch ID to whatever you want (using

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE50• • • • •3. When everything is set to your satisfaction, click the Create button and the batch is created.Fi

5 • Working with Batches51• • • • •1. The filter information is used when creating a campaign. Click the New Batch button on the RSBizWare BatchCa

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE52• • • • •4. Select one of the following types from the Filter Types list. 5. Enter the Filter Criteria (opti

5 • Working with Batches53• • • • •Holding and Restarting a BatchPutting a batch on hold and restarting a batch are very similar. You can only use

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE54• • • • •BatchCampaign.book Page 54 Wednesday, September 19, 2007 4:58 PM

556Working with CampaignsThis chapter provides you with information on adding, starting, stopping, aborting, holding, restarting, and deleting campaig

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE2• • • • •Common User Assistance FolderStarting with version 9.0, all Rockwell applications will install their

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE56• • • • •2. Select the recipe to be used in the campaign, and then select the Next button. (To filter the re

6 • Working with Campaigns57• • • • •7. When finished entering data, click Next. The Campaign Creation dialog box opens:The table below describes

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE58• • • • •Start Trigger There is a scroll down list allowing you to choose how you would like your campaign t

6 • Working with Campaigns59• • • • •8. When you are satisfied with the campaign, click Create to complete campaign creation.Adding a Batch to an

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE60• • • • •2. Click the New Batch button on the toolbar.3. Follow the procedures in “Adding a Batch” on page 4

6 • Working with Campaigns61• • • • •Stopping and AbortingTo stop a campaign, click the Stop button on the toolbar. To abort a campaign, you must

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE62• • • • •You can specify multiple filter patterns by separating them with a comma. Each pattern is appended

63ARSBizWare BatchCampaign DatabaseHow is the RSBizWare BatchCampaign Database Different from the FactoryTalk Batch Recipe Database?The RSBizWare™ Bat

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE64• • • • •BatchCampaign.book Page 64 Wednesday, September 19, 2007 4:58 PM

vIndexAabortbatches 53campaigns 61addbatches 47campaign 55multiple servers 22server 20, 40advanced tab 19, 40All tab 19, 40allow batch stopping/aborti

1 • Introducing RSBizWare BatchCampaign3• • • • • Multi-server capability Allows BatchCampaign to work with multiple FactoryTalk Batch Servers, a

RSBIZWARE BATCHCAMPAIGN USER’S GUIDEvi• • • • •eng. units 49, 58error handlingconfigure 44FFactoryTalk Activation 12FactoryTalk Administration Con

INDEXvii• • • • •serversworking with 40source 42SQL Server 2005install (optional) 12startbatches 52campaigns 60RSBizWare BatchCampaign 33time 34t

BatchCampaign.book Page viii Wednesday, September 19, 2007 4:58 PM

RSBIZWARE BATCHCAMPAIGN USER’S GUIDE4• • • • • Replication cannot be enabled on the FactoryTalk Batch Server computer. Install FactoryTalk Batch

1 • Introducing RSBizWare BatchCampaign5• • • • •Configuration requirements for Windows Server 2003RSBizWare BatchCampaign version 9.0 requires a