Extending FactoryTalk View Site Edition with ACP ThinManager and Relevance Doug Coulter [email protected] N999 – Your lab title goes here Presenter: <<Your name>> <<Your business group>> Important User Information This documentation, whether, illustrative, printed, “online” or electronic (hereinafter “Documentation”) is intended for use only as a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation should only be used as a learning tool by qualified professionals. 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Extending FactoryTalk View Site Edition with ACP ThinManager and Relevance Contents Before you begin ........................................................................... 6 About this lab .......................................................................................................................... 6 Additional References .......................................................................................................... 11 Demo ........................................................................................... 12 Overview ............................................................................................................................... 12 Restore ThinManager Configuration .................................................................................... 14 AppLink - Apply Single Display Client to Terminal ............................................................... 16 MultiSession - Apply Multiple Display Clients to Terminal .................................................... 18 TermSecure with SmartCards – Content Owned by User .................................................... 21 IP Cameras – Display Clients and Overlays ......................................................................... 25 Relevance – Location Based Content .................................................................................. 27 Relevance – Location Based Content with Fencing ............................................................. 30 Terminal Replacement in Under 2 Minutes .......................................................................... 33 Section 1: Defining ThinManager Display Servers, Display Clients and Terminals .................................................................. 34 Overview ............................................................................................................................... 34 Restore ThinManager Configuration .................................................................................... 36 Create Display Servers ......................................................................................................... 37 Create a Display Client ......................................................................................................... 40 Create a Terminal ................................................................................................................. 43 Configure PXE Server .......................................................................................................... 47 Assign the Terminal Configuration to a Thin Client .............................................................. 49 Shadow Thin Client from ThinManager ................................................................................ 51 3 of 179 Section 2: Configuring ThinManager AppLink for FactoryTalk View SE ....................................................................................... 52 Overview ............................................................................................................................... 52 Restore ThinManager Configuration .................................................................................... 53 Create a New ThinManager Display Client Using AppLink .................................................. 55 Apply New Display Client to Terminal .................................................................................. 59 Section 3: Deploying Additional Content Using MultiSession, Tiling and MultiMonitor ................................................................ 64 Overview ............................................................................................................................... 64 Restore ThinManager Configuration .................................................................................... 65 Create 4 New FactoryTalk View SE Display Clients ............................................................ 67 Apply Display Clients to Terminal and Enable Tiling ............................................................ 72 Section 4: Delivering User Based Content with TermSecure ..... 77 Overview ............................................................................................................................... 77 Restore ThinManager Configuration .................................................................................... 78 Create FactoryTalk Diagnostics Viewer Display Client ........................................................ 80 Create a Maintenance TermSecure User Group .................................................................. 84 Create a Maintenance User .................................................................................................. 88 Create an Operator TermSecure User Group ...................................................................... 90 Create an Operator User ...................................................................................................... 92 Enable User Services for Terminal ....................................................................................... 93 Login as Maintenance User .................................................................................................. 95 Incorporating the RFIdeas pcProx Reader ........................................................................... 98 Section 5: IP Cameras ............................................................. 102 Overview ............................................................................................................................. 102 Restore ThinManager Configuration .................................................................................. 103 Create Display Server for IP Camera ................................................................................. 105 Create Display Client for IP Camera .................................................................................. 107 Apply IP Camera Display Client to Terminal ...................................................................... 110 4 of 179 Section 6: Introduction to Relevance & Location Based Mobility112 Overview ............................................................................................................................. 112 Restore ThinManager Configuration .................................................................................. 115 Create Terminal Configuration for iPad .............................................................................. 117 Assign Terminal Configuration to iPad ............................................................................... 122 Register Resolvers from iPad ............................................................................................. 124 Create Access Groups ....................................................................................................... 126 Create Logix 5000 Display Client ....................................................................................... 128 Create Location .................................................................................................................. 131 Test the ControlLogix QR Code ......................................................................................... 136 Section 7: Line of Sight HMI with ThinManager Relevance ..... 137 Overview ............................................................................................................................. 137 Restore ThinManager Configuration .................................................................................. 138 Assign Terminal Configuration to iPad ............................................................................... 140 Register Resolvers from iPad ............................................................................................. 142 Create Locations ................................................................................................................ 144 Assign the Location to a Terminal ...................................................................................... 155 Test a Forced Transfer ....................................................................................................... 159 Appendix A: Preparation of Remote Desktop Server(s) ........... 161 Disable Network Level Authentication ................................................................................ 162 Allow Unlisted Remote Apps to Be Started ........................................................................ 164 Appendix B: Add Thin Clients to FactoryTalk Directory ........... 166 Appendix C: Add Automatic Terminal Server Failover ............. 169 Appendix D: Split Content across Multiple Monitors ................ 174 5 of 179 Before you begin At its core, ThinManager is a thin client management platform for the plant floor. Centralizing the applications required by the plant floor with Remote Desktop Services makes architectural sense, and offers a tremendous amount of savings over the life span of the system. Instead of maintaining potentially dozens of plant floor PCs, migrate the plant floor applications to a set of Remote Desktop Servers. ThinManager enhances Remote Desktop Services deployments by simplifying the configuration and management of the thin clients and mobile devices requiring plant floor content. ThinManager Relevance builds on this platform by delivering location-based content. As this lab will demonstrate, ThinManager is a solution that IT departments can embrace but does not require them to deploy or support, allowing Engineering and Maintenance to still own the critical plant floor content. The sections of this lab can be performed either in succession or in random order. If performing the sections in random order, you will need to restore the appropriate ThinManager backup configuration prior to starting that section. The Appendix includes some sections that can be performed or referenced at a later time. ThinManager is most often deployed with Microsoft’s Remote Desktop Services. Configuring Remote Desktop Services was a topic that was covered during IA HOT Training 2014. As such, this lab essentially picks up where the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab left off. In the event of being prompted for logins, please use the following: • If the Log On To Windows dialog is active, use the username ‘Labuser’ and ‘rockwell’ for the password. • Use the same login information if prompted to log on to FactoryTalk Directory. About this lab In this lab, you will complete an example deployment utilizing FactoryTalk View Site Edition with Remote Desktop Services (RDS) like the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, except the thin client and content delivered to it will be managed using ThinManager. Along the way, you will have an opportunity to work with some of the unique capabilities of ThinManager. The basic architecture being utilized is shown in the figure below: 6 of 179 HMI Server • FactoryTalk View SE Server • RSLinx Enterprise • FactoryTalk Alarms & Events • FactoryTalk Network Directory • FactoryTalk Activation Server • SoftLogix 5800 Remote Desktop Server A Remote Desktop Server B • ACP ThinManager • Remote Desktop Session Host • Remote Desktop Session Host • Remote Desktop Licensing Server • Remote Desktop Licensing Server • FactoryTalk Services Platform • FactoryTalk Services Platform • FactoryTalk View SE Client • FactoryTalk View SE Client • FactoryTalk Activation Client • FactoryTalk Activation Client Thin Client This lab utilizes 3 different VMWare images running on the lab computer and will require you to perform tasks on 1 of them (RDSSERVER). The three images are: • HMI Server – Windows Server 2008 R2 - hostname HMISERVER • RDS Server – Windows Server 2008 R2 - hostname RDSSERVER • RDS Server Failover – Windows Server 2008 R2 - hostname RDSSERVERF 7 of 179 The HMI server and an application for this lab are already built for your convenience and should not require any modifications. This is the same virtual machine utilized in the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab. RDSSERVER is the same virtual machine from the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, with the exception that ThinManager has been installed. RDSSERVERF is a clone of RDSSERVER, without ThinManager installed. It can be used to demonstrate the automatic terminal server failover capabilities of ThinManager for high availability environments (Appendix C: Add Automatic Terminal Server Failover). Similar to the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, the core Windows Server 2008 R2 installation for the Remote Desktop Services (RDS) Server has already been completed for both RDSSERVER and RDSSERVERF. This lab will be performed by utilizing 1 physical thin client, although a virtualized thin client could be used just as well. A virtualized thin client can be generated quite easily with VMWare Workstation by just creating a new virtual machine without installing an Operating System (OS) on it, which is the essence of a true thin client – no OS to manage. The thin client will receive the ThinManager firmware utilizing PXE (Pre-Boot Execution Environment). 8 of 179 This lab is broken up into 8 separate sections. The first section is a Demo Section that allows you to quickly see results by working with a completed ThinManager configuration. The remaining sections walk you through the configuration steps required to achieve the completed configuration starting from scratch. These configuration sections are ideally performed sequentially, but can be performed randomly as well. If performing randomly, you are instructed to restore the appropriate ThinManager backup configuration before each section. 1. Demo 2. Config: Defining ThinManager Display Servers, Display Clients and Terminals 3. Config: Configuring ThinManager AppLink and Failover for FactoryTalk View SE 4. Config: Deploying Additional Content Using MultiSession, Tiling and MultiMonitor 5. Config: Delivering User Based Content with TermSecure 6. Config: IP Cameras 7. Config: Introduction to Relevance and Location Based Mobility 8. Config: Line of Sight HMI with ThinManager Relevance This lab takes approximately 1.5 hours to complete. 9 of 179 Tools & prerequisites This hands on lab utilizes the following hardware: § Intel Next Unit of Computing (NUC) Thin Client § Apple iPad Mini § Axis M1054 Power over Ethernet IP Camera § RFIdeas RDR-7581AKU pcProx Reader § Gelo Bluetooth Beacon with ACP Program A ControlLogix processor may be used in place of the SoftLogix 5800, which is used to drive the InstantFizz FactoryTalk View SE demo. Software § FactoryTalk Services Platform v2.70 (CPR 9 SR 7) § FactoryTalk View Site Edition v8.00 (CPR 9 SR 7) § RSLinx Enterprise v5.70 (CPR 9 SR 7) § FactoryTalk Alarms and Events v2.70 (CPR 9 SR 7) § FactoryTalk Diagnostics v2.70 (CPR 9 SR 7) § FactoryTalk Activation Manager v3.62.01 (CPR 9 SR 6) § RSLinx Classic v3.70 (CPR 9 SR 5) § RSLogix5000 v20.01 (CPR 9 SR 5) § SoftLogix v20.01 (CPR 9 SR 5) § Internet Explorer 11 § Adobe Reader XI § ACP ThinManager v7.00 SP6 Operating Systems • Windows Server 2008 R2 10 of 179
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