FactoryTalk Batch - Installation Guide

Installation Guide
FactoryTalk Batch
Important User Information
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Table of contents
Legal Notices............................................................................................................... 1
Chapter 1
How to Use this Guide Getting started ............................................................................................................ 9

Select a chapter for each computer......................................................................... 9
Examples ...................................................................................................................... 9
Chapter 2
What’s new in this release? New system requirements ..................................................................................... 11

FactoryTalk Batch product enhancements ....................................................... 11
Chapter 3
System requirements System Requirements ............................................................................................. 13

Hardware and software requirements ................................................................ 14
Configuration requirements for Windows Server .......................................... 15
Tested third-party software .................................................................................. 16
Anti-virus software ................................................................................................. 16
Chapter 4
Set up a FactoryTalk Batch FactoryTalk Batch component integration ...................................................... 17

system Server placement guidelines.................................................................................. 18
FactoryTalk Activation ......................................................................................... 18
Cumulative unit licensing ..................................................................................... 20
Chapter 5
Install FactoryTalk Batch Before you install the FactoryTalk Batch Server and Client ......................... 22
Server and Client Configure the operating system for the Batch Server ..................................... 22
Install Microsoft Visual Basic (optional) ........................................................... 25
Install SQL Server (optional) ............................................................................... 26
Set up security .......................................................................................................... 26
Identify FactoryTalk Batch Server names ......................................................... 26
Log on to Windows ................................................................................................ 26
Enable the Windows Firewall .............................................................................. 26
Configure Batch Server to run in a Workgroup .............................................. 27
Add an incoming firewall rule.............................................................................. 27
Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 5
Table of contents
Disable Administrative Approval Mode............................................................ 29

Install Batch Server or Material Server on Windows 8.1 (optional) ........... 30
Install the FactoryTalk Batch Server and Client ............................................. 31
Install the FactoryTalk Services Platform ......................................................... 31
Install FactoryTalk Activation Manager ........................................................... 32
Install the FactoryTalk Batch products ............................................................. 33
After you install the FactoryTalk Batch Server and Client ........................... 37
System date and time ............................................................................................. 37
Modify event log settings ...................................................................................... 37
Create a shared directory....................................................................................... 37
Security on Logs and Journals folders ................................................................ 38
Server options .......................................................................................................... 38
Redundant servers................................................................................................... 38
Configure the Windows Firewall (optional) .................................................... 38
Create an area model in the FactoryTalk Batch Equipment Editor ............ 39
Create recipes in the FactoryTalk Batch Recipe Editor ................................. 39
A loopback adapter (optional) ............................................................................. 39
Chapter 6
Install FactoryTalk Batch Before you install the FactoryTalk Batch Client ............................................. 42
Clients Install operating system ......................................................................................... 42
Install Microsoft Visual Basic (optional) ........................................................... 42
Set up security .......................................................................................................... 42
Location of server ............................................................................................ 42
Log on to Windows ................................................................................................ 43
Enable the Windows Firewall .............................................................................. 43
Install the FactoryTalk Batch Clients ................................................................ 43
Install the FactoryTalk Services Platform ......................................................... 43
Install the FactoryTalk Batch Client .................................................................. 45
After you install the FactoryTalk Batch Client................................................ 47
System date and time ............................................................................................. 47
Modify event log settings ...................................................................................... 47
Modify local security policy settings ................................................................... 48
Create a shared directory....................................................................................... 48
Configure the Windows Firewall (optional) .................................................... 48
A loopback adapter (optional) ............................................................................. 48
6 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Table of contents
Appendix A
Uninstall the FactoryTalk Back up files.............................................................................................................. 49

Batch applications Uninstall Batch components................................................................................ 50
Run the uninstall program .................................................................................... 50
Delete the default directories ............................................................................... 51
Remove Registry subkeys ...................................................................................... 51
Appendix B
Troubleshoot your Run the FactoryTalk Directory Configuration Wizard ................................ 53
installation Communications with Batch Server timing out .............................................. 55
Chapter 7
Install a loopback adapter
Index

Chapter 1
How to Use this Guide
This guide provides the information and procedures you need for installing
FactoryTalk® Batch.
Getting started Before installing your FactoryTalk Batch system, read the first four chapters of
this guide to become familiar with the new features and system requirements for
FactoryTalk Batch version 12.01.
Chapter 2 contains new operating system requirements.
Review the system requirements in Chapter 3 for important hardware, software,

and operating system requirements in version 12.01.
Finally, review Chapter 4 which outlines server placement guidelines and

information about implementing your FactoryTalk Batch system.
Select a chapter for For each computer in your FactoryTalk Batch system, select the chapter that most
closely describes the FactoryTalk Batch products you are installing on that
each computer computer. Depending on your FactoryTalk Batch system configuration, you may
follow a different chapter for each computer in your system, or you may find that
you will repeat the instructions in one chapter for several computers.
Begin your installation with the computers where you will install your
FactoryTalk Batch servers. After the servers are installed, install the FactoryTalk
Batch Client components on your client computers.
Examples If, for example, your FactoryTalk Batch system will include a FactoryTalk Batch
Server and FactoryTalk Batch Client on one computer, and the FactoryTalk
Batch Client on several other computers, decide in advance on which computer
you will install each component. Next, read the reference most closely resembling
the FactoryTalk Batch product configuration of each computer in your
FactoryTalk Batch system.

Chapter 1 How to Use this Guide
The following table shows a FactoryTalk Batch system with the corresponding
chapter for each computer:
Computer Components Reference

1 FactoryTalk Batch Server Chapter 5
FactoryTalk Batch Client
2 and 3 FactoryTalk Batch Client Chapter 6

Chapter 2
What’s new in this release?
New system requirements and new installation instructions for these system
requirements have been added to the FactoryTalk Batch products, including
FactoryTalk eProcedure and FactoryTalk Batch Material Manager.
New system requirements Following are new system requirements for version 12.01:
 The Batch Server (Batch, eProcedure, and Material Manager) can now be
placed on any supported operating system.
 If you are using a 32-bit computer, use Windows Server 2008 Service
Pack 2 or Windows Server 2012
 If you are using a 64-bit computer, use Windows Server 2008 R2 Service
Pack 1 or Windows Server 2012 R2
 FactoryTalk Batch version 12.01 components require:
 FactoryTalk Services Platform version 2.73 or later

 A minimum of .Net Framework 4.0.
FactoryTalk Batch FactoryTalk Batch includes these new features for version 12.01:
product enhancements  The Batch Server (Batch, eProcedure, and Material Manager) can now
be placed on any supported operating system.
 Compatibility of the Batch Suite of products with Internet Explorer 11
when using Windows 8.1 or Windows 2012 operating systems.
 Windows 8.1 compatibility with the Batch Suite of products, including
the Batch Server.
 Windows Server 2012 compatibility with the Batch Suite of products,
including the Batch Server.
 Products that run with .Net support run with .Net 4.0 and later.
 FactoryTalk Services Platform 2.73 or later compatibility with the
Batch Suite of products.

Chapter 2 What’s new in this release?

Chapter 3
System requirements
Review the following information before setting up your FactoryTalk Batch

system.
System Requirements The following are the minimum and recommended system requirements to
successfully install, configure, and run FactoryTalk Batch components. These
requirements assume that no other applications is running on the computer,
unless it is an application that is listed in the Tested third-party software section.
 Use a DVD-ROM drive to install the software.

 Ensure that all selected hardware is on the compatibility list for any one of
the following:
 Microsoft® Windows™ Server 2008 Service Pack 2 (32-bit)
Microsoft Windows Server 2008 R2 Service Pack 1 (64-bit)
 Microsoft Windows Server 2012
Microsoft Windows Server 2012 R2
 Windows 7 Service Pack 1 (64-bit)
Windows 8.1 (32-bit and 64-bit)
Systems that do not meet the minimum requirements for the version of
software being used are not covered under warranty.
Important: FactoryTalk Batch components version 12.01 are supported in U.S. English only. You must
install the English language version of Windows Server 2008 or Windows Server 2012, SQL
Server (if used), Windows 7 or Windows 8.1 to ensure proper operation of FactoryTalk
Batch, FactoryTalk eProcedure, or FactoryTalk Batch Material Manager. For more
information about supported operating systems and other Rockwell Software product
version support, refer to the Product Compatibility and Download Center (PCDC) at:
http://www.rockwellautomation.com/global/support/pcdc.page.
 The FactoryTalk Batch Server computer cannot be configured as a:

 Domain Controller
 DHCP Server
 WINS Server
 RAS Server
 DNS Server
 Master Browser

Chapter 3 System requirements
 Replication cannot be enabled on the FactoryTalk Batch Server computer.

 Install FactoryTalk Batch software on an NTFS formatted hard drive, as
Windows security features are available only for drives formatted to use
NTFS.
Important: Systems with modified DCOM configuration settings are not covered under warranty.
Configuring settings using DCOMCNFG may stop the FactoryTalk Batch Server and
prevent the FactoryTalk Batch Service Manager from functioning correctly.
Important: The domain name and server name must contain only the alphanumeric characters a
through z, 0 through 9 and the dash (-) and period (.). If the server name contains other
characters, such as an underscore (_), Internet Explorer blocks cookies from a server. If a
server or domain name does contain unsupported characters, the eProcedure Client does
not retain the logged on user's name.
Important: FactoryTalk Batch version 12.01 components do not support touch screen technology.
Hardware and software The following is a list of the hardware and software required to install and use
FactoryTalk Batch. The requirements listed are the minimum tested (and
requirements
therefore supported) requirements.
Server Client
Operating System Any operating system listed in the System Any operating system listed in the System
requirements section. requirements section.
Computer 2.8 GHz processor or greater, including hyper- 2.6 GHz processor or greater )
threading models
Memory 4 GB RAM (minimum) 2 GB RAM (minimum)
Available Hard 30 GB (60 GB recommended) 15 GB (30 GB recommended)

Disk Space
Hard Disk Format NTFS
Disk Drive(s) DVD-ROM drive and a hard disk (SCSI or faster)

Monitor SVGA TrueColor with 2 MB of video RAM and 1024 x 768 resolution
Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device

Browser Internet Explorer 11 (U.S. English)

System requirements Chapter 3
Server Client
SQL Server Options SQL Server 2012, 32-bit or 64-bit, English only
SQL Server 2008 R2 Standard Edition, 32-bit, English only
SQL Server 2008 R2 Standard Edition, 64-bit, English only
Network 10 Megabit or faster Ethernet card, network cable
Network Protocol TCP/IP
Backup Removable media device such as a DVD-RW drive
Other Software FactoryTalk Batch, FactoryTalk Batch Material Manager, and FactoryTalk eProcedure are not
warranted to run with any other third-party software installed on the same PC, unless otherwise
stated in writing by Rockwell Automation. (See Tested third-party software for more
information.)
Configuration requirements The English version of FactoryTalk Batch for version 12.01 can be installed on
any supported operating system and any supported SQL Server for use with the
for Windows Server Material Manager. SQL Server can reside on the same computer as the Batch
Server, but this is neither required nor recommended.
 All supported operating systems are tested for version 12.01, and therefore
warrantied, by Rockwell Automation.
 Install the operating system using the default selections.
 For the server operating system, add the Application Server role. For
instructions on how to add the Application Server role, see the Configure
the operating system section.
 Add Microsoft Message Queuing Service (if FactoryTalk Batch Material
Manager is being installed anywhere in the Batch system). If only the Batch
server is being installed, Microsoft Queuing Server is not required.
Important: It is highly recommended that you use the default installation directories for all components. The application, test
suite, and associated documentation assume default directories are used. Extensive unit and system testing by
Rockwell Automation ensures that all components function as one solution after the application is configured.


Chapter 3 System requirements
Tested third-party software The following new software has been tested with the current version of
FactoryTalk Batch components.
Microsoft
The following Microsoft products have been tested with the current version of
 Internet Explorer 11
 Microsoft Office 2010
 Visual Basic 6.0, Service Pack 6
 SQL Server 2012 (English version only)
Adobe
 Acrobat Reader XI (11)
Rockwell Software
 Logix Designer (formerly RSLogix 5000) version 21

 RSLinx Classic version 3.60
 RSLinx Enterprise version 5.60
 FactoryTalk Activation version 3.60
 FactoryTalk Services Platform version 2.73 or later
 FactoryTalk View SE version 8.0
Anti-virus software All Rockwell Software products in this release have been tested using the latest
anti-virus software.

Chapter 4
Set up a FactoryTalk Batch system
Review the following information before setting up your FactoryTalk Batch

system.
FactoryTalk Batch FactoryTalk Batch components are completely open, configurable products that
help you define, manage, monitor and control manufacturing at local or remote
component integration sites. A typical FactoryTalk Batch architecture consists of one or more computers
on a single network. The following diagram gives an example of a possible
FactoryTalk Batch network:


Chapter 4 Set up a FactoryTalk Batch system
Server placement Consider the following guidelines when deciding where to place your servers on
the network:
guidelines
 Install the FactoryTalk eProcedure Server on the same computer as the
FactoryTalk Batch Server.
 Install the FactoryTalk Batch Material Server on a computer with SQL
Server.
 Up to ten FactoryTalk Batch Servers can exist in a FactoryTalk Batch
network.
FactoryTalk Activation FactoryTalk Activation is used to license FactoryTalk Batch, FactoryTalk

eProcedure and FactoryTalk Batch Material Manager.
FactoryTalk Activation is only required on FactoryTalk Batch Server installations.

FactoryTalk Activation is not necessary on Batch client installations, eProcedure
client installation, or any Material Manager installations.

Set up a FactoryTalk Batch system Chapter 4
The FactoryTalk Batch Server computer requires the FactoryTalk Activation

Manager to enable communication with the FactoryTalk Activation Server. If
your FactoryTalk Activation Server is not on the same computer as the
FactoryTalk Batch Server then you must install the FactoryTalk Activation
Manager on the FactoryTalk Batch Server computer.
Activation files are obtained in one of the following ways:
 Go to the Rockwell Software licensing website

 Use the FactoryTalk Activation Manager on a computer that has internet
access.
 If Internet access is not available, call Rockwell Automation Technical
Support to obtain an activation file via e-mail or fax.


Chapter 4 Set up a FactoryTalk Batch system
Cumulative unit licensing Software licenses are split into a product license and a number of unit licenses. For
example, if you purchased a 30-unit FactoryTalk Batch product, you actually
receive 30-unit Batch Server licenses and 30 new unit licenses.
When the Batch Server is started, it performs a license check. As a result of the
license check, the Batch Server determines which applications have a license. It
then attempts to check out individual unit licenses up to the number of units
specified in the area model. The Batch Server will then set the maximum number
of allowable units to the total number of successful individual unit license
checkouts. It also checks for FactoryTalk eProcedure, and FactoryTalk Batch
Material Manager licenses, as necessary.
For example: A plant needs two Batch Servers; one requires automation phases
and seven units while the other needs manual and automation phases with 33
units. Using cumulative unit licensing, you can purchase one 30-unit combined
Batch and eProcedure (you get a 30-unit combined Batch Server and eProcedure
license and 30 individual unit licenses) and a 10-unit Batch (you get a Batch Server
license and 10 individual unit licenses). This results in a total of 40 unit licenses.
The first Batch Server checks its area model upon startup calculating the number
of units to check out (seven). The Batch Server also determines if it needs a Batch
Server license (for automation phases), an eProcedure license (for manual phases)
or both. Finding no manual phases, the first Batch Server checks out a Batch
Server license and seven unit licenses.
The second Batch Server checks its area model upon startup calculating the
number of units to check out (33). The Batch Server also determines if it needs a
Batch Server license (for automation phases), an eProcedure license (for manual
phases) or both. Since this example uses both manual phases and automation
phases, the second Batch Server checks out a combined Batch Server license and
eProcedure license and 33 individual unit licenses.

Chapter 5
Install FactoryTalk Batch Server and Client
This chapter instructs you in installing the FactoryTalk Batch Server and Client
software on the same computer. If you have already installed and configured a
FactoryTalk Batch Server computer and just want to install Client components on
a different computer, see Install FactoryTalk Batch Clients.
There are setup procedures that must be completed before and after you install the
FactoryTalk Batch Server. The Server installation process is divided into three
categories:
 Pre-Installation Procedures
 Installation Procedures
 Configure the FactoryTalk Batch Server and Client
Use the following checklist when installing the Server and Client.
Pre-Installation Procedures for FactoryTalk Batch Server and Client

 Install Operating System See the System requirements section for supported
operating systems.
 Install Microsoft Visual Basic (optional) Install if you plan to develop with the ActiveX Controls Library
on the Batch Server Computer.
 Install Microsoft SQL Server (optional) Install if recipes are stored in RDB format.
 Set Up Security Configure security for your FactoryTalk Batch System.

 Identify Server Names Identify the name of the computer where the FactoryTalk
Batch Server is installed.
 Log on to Windows Log on with Administrator privileges.
 Enable Windows Firewall (optional) If you want the setup program to populate the firewall
exceptions, enable the firewall.
 Install Batch Server Install the Batch Server on a supported operating system.
Install FactoryTalk Batch Server and Client
 Install FactoryTalk Services Platform Required for the FactoryTalk Batch components.

Chapter 5 Install FactoryTalk Batch Server and Client
 Install FactoryTalk Activation on the Batch Server FactoryTalk Activation is used for licensing and must be
installed prior to installing the FactoryTalk Batch Server.
 Install the FactoryTalk Batch Server/Client Install the FactoryTalk Batch Server with the FactoryTalk
Batch Client Components.
 Update Factory Talk Batch product policies Required to ensure product policies are updated and all
patches are current.
Configure the FactoryTalk Batch Server and Client
 Set System Date and Time Each computer in the FactoryTalk Batch System must be set
to the same date and time.
 Modify Event Log Settings Configure the Windows Application and System logs.
 Create a Shared Directory (optional) Skip this step if you installed your project files in the default
directory, BATCHCTL.
 Set Security on Logs and Journal Folders The system administrator determines who needs to access
these files and assign the appropriate permissions.
 Configure the Server Options Server Options are configured in the Equipment Editor.
 Define Redundant Servers Redundant Servers are defined in the Equipment Editor.

Before you install the Before you install the FactoryTalk Batch Server and Client you must:
FactoryTalk Batch Server  Install and configure the Windows operating system.
and Client  Install other third-party software that will be used with your
FactoryTalk Batch system.

Configure the operating For a FactoryTalk Batch Server installation, the Windows Server 2008 or
Windows Server 2012 (32-bit or 64-bit) operating system must be configured as
system for the Batch Server an Application Server to support FactoryTalk Batch communications. This setup
process is accomplished using the Windows Server Manager.
To configure the operating system for the Batch Server:
Following these steps to configure Windows Server 2008 or 2012.
1. Select Start > Control Panel > Administrative Tools > Server Manager.
or
Control Panel > Administrative Tools Tile > Server Manager.

Install FactoryTalk Batch Server and Client Chapter 5
2. Select Manage and then select Add Roles and Features.
The Add Roles and Features Wizard opens. Select Next.

3. Select the Role-based or feature-based installation option and then select

Next.
4. Select your server and then select Next.

5. In the Select server roles window, select Application Server and then
select Next.
6. In the Application Server window, select Next.
7. In the Select role services window, select Next.
8. Verify the selections and then select Install.
The Installation progress window displays during the installation process.
9. When the installation process is complete, select Close.
Install Microsoft Visual If you plan to develop with the ActiveX Controls Library, install Microsoft Visual
Basic.
Basic (optional)
Tip: If you are using VB.NET with PC Based Phase Programming or ActiveX Controls, be aware that
Report, Request, and Parameter properties appear as Methods in the .NET environment. If you
require further assistance, contact Rockwell Support.


Install SQL Server (optional) To store recipes in RDB format, install any one of the accepted versions of SQL
Server listed in the New system requirements section. SQL Server services must
be running during the installation process. Restart the computer after the SQL
Server installation is complete.
Important: If you intend to store recipes in RDB format, you must create a SQL server database login for the person
performing the installation.
If you intend to store recipes (from the FactoryTalk Batch Recipe Editor), on a remote SQL Server, you
must add TCP Port 1433 as an exception in the Windows Firewall. (For more information about
configuring the Windows Firewall, see the Configure the Windows Firewall section.)

Set up security If you are installing the FactoryTalk Batch Server on a domain, create a domain
user account for the Server to use. If the Server is using a local account, you must
create Windows accounts with the same name and password on all computers in
the workgroup.
FactoryTalk Security is used to support the FactoryTalk Batch Clients. If you

want to enable security refer to FactoryTalk Batch Security in the FactoryTalk
Batch Administrator’s Guide.
Identify FactoryTalk Batch The setup program prompts you for the Domain or Workgroup name and the
FactoryTalk Batch Server user account name and password.
Server names
Log on to Windows Log on to the targeted computer with administrator privileges. Close any open
applications.
Important: You must have administrative privileges on the target computer to install or upgrade
FactoryTalk Batch.

Enable the Windows If you want the installation program to populate the firewall exceptions
automatically, you must first enable Windows Firewall Service prior to running
Firewall the installation. This allows the Firewall Configuration Utility to add the
necessary exceptions.
Important: The Windows Firewall settings may be managed externally. If this is the case, you will not be able
change the Windows Firewall settings.
Tip: You must enable the service on both the Server and Client computers.
Enable the Windows Firewall:
1. From the Start menu, select Control Panel > Windows Firewall. The
Windows Firewall dialog box opens.
2. Only if the Firewall is off, select Turn Windows Firewall On or Off. The
Windows Firewall Settings dialog box opens.

3. Select OK, and then close the dialog box.
Tip: If the Windows Firewall was not enabled before installing your Batch applications, run the FactoryTalk
Windows Firewall Configuration Utility on each computer in your Batch system to add the required
exceptions. (See Configure the Windows Firewall for more information.)
For a complete list of the exceptions added to Windows Firewall during

FactoryTalk Batch component installation, see the FactoryTalk Batch
Administrator’s Guide.
Configure Batch Server to If you are configuring FactoryTalk Batch, eProcedure, or Material Manager
Servers running on a Windows Workgroup, you must configure:
run in a Workgroup
 Add an incoming firewall rule
 Disable Administrative Approval Mode
Add an incoming If you are running on a Workgroup, you must add an Incoming Firewall Rule to
firewall rule allow the Batch Service Manager to connect to the server in a timely manner.
To add an incoming firewall rule:
On the computer where the Batch Server is being installed:
1. From the Start menu, select Control Panel > Administrative Tools >
Windows Firewall with Advanced Security.
2. Select Inbound Rules, right-click Inbound Rules, and then select New
Rule. The New Inbound Rule Wizard opens.
3. On Rule Type window, select Port and select Next.

4. If not already selected, select TCP and type 49157 in the Specific local
ports box. Select Next.
5. Select Allow the connection and Select Next.
6. Select all profiles (Domain, Private, Public) and select Next.
7. Enter Port 49157 TCP in the Name box, and then select Finish.
8. Verify that the Port 49157 TCP rule was added to the Inbound Rules list:

9. Close the Windows Firewall with Advanced Security window.
Disable Administrative You must disable Administrative Approval Mode for all Administrators on the
Server computer when running in a Workgroup configuration.
Approval Mode
To disable Administrative Approval Mode:
On the computer where the Batch Server has been installed:
Local Security Policy.
2. Expand Local Polices and select Security Options.
3. Locate User Account Control: Run all Administrators in Admin

Approval Mode and double-click it.
4. In the Security Setting tab, select Disabled and click OK.
5. Verify that User Account Control: Run All Administrators in Admin

Approval Mode is now set to Disabled.
6. Close the Local Security Policy window.

Install Batch Server or Follow these instructions if a Batch Server or Material Manager Server is to be
installed on Windows 7 and 8.1 operating system.
Material Server on Windows
7 and 8.1 (optional) To Install Batch Server or Material Server on Windows 7 and 8.1:
Services.
2. Locate Remote Registry and double click to open the Remote Registry
Properties dialog box.
3. Set the Startup Type to Automatic.
4. In the Service status area, select Start. (Note that with some operating
systems, you might have to select Apply before you select Start.)

Install the FactoryTalk These instructions are based on you installing the FactoryTalk Batch Server
computer on a network with other FactoryTalk Batch Client computers.
Batch Server and Client
Before you begin the installation, complete all the pre-installation procedures. If
you need to exit the installation process at any time, click Cancel.
Install the FactoryTalk You must install the FactoryTalk Services Platform before installing FactoryTalk
Batch components.
Services Platform
To install the FactoryTalk Services Platform:
1. Use your Windows Explorer to navigate to the location of your

installation.
2. Navigate into the FactoryTalk Batch and eProcedure directory.
3. Select Setup.
4. Right-click and select Run as Administrator.
5. In the Welcome dialog box, select Install FactoryTalk Components. The

FactoryTalk Component Installation dialog box opens.
6. Select Install FactoryTalk Services Platform. The FactoryTalk Services

Platform dialog box opens.

Tip: If FactoryTalk Diagnostics is not installed, you are prompted to install it.
7. Select Next.
8. In the License Agreement dialog box, read the license agreement, and then
select I accept the terms in the license agreement. Select Next.
9. In the Setup Type dialog box, select Standard (if it is not already selected),
and then select Next.
10. Select Install.
After a few moments, the Configuring FactoryTalk Directory progress

box opens. It shows that any existing FactoryTalk Directories have been
backed up, the backup file name(s), and the path to the backup files.
Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard
can be run manually; however, if you need to define or reset a disabled Administrator account. (See the
FactoryTalk Directory Configuration Wizard online help for more information.)
11. Select Finish, and then select Yes to restart your computer (if prompted to
do so).
For more detailed information on FactoryTalk Directory installation and

configuration, view the FactoryTalk Administration Console help file
(FTAdminEN.chm) located in C:\Program Files\Common
Files\Rockwell\Help.
Install FactoryTalk Install FactoryTalk Activation Manager on any computer in your domain (or
Activation Manager workgroup). Downloaded licenses will reside on that computer.
To install FactoryTalk Activation Manager:
1. In the Welcome to FactoryTalk Batch dialog box, select Install

FactoryTalk Components. The FactoryTalk Components Installation
dialog box opens.
Tip: If you restarted your computer after installing the FactoryTalk Services Platform, select the Start button
and select Run. In the Run dialog box, enter d:\setup (where d is the drive letter for the CD-ROM drive),
and then select OK. Select Install FactoryTalk Components.
2. Select Install FactoryTalk Activation Manager. The InstallShield wizard

opens.
3. Select Install. The FactoryTalk Activation Manager dialog box for

installing the HASP (dongle) driver opens. Depending on your machine's
configuration, you may also be prompted to install other prerequisites.

4. Select Yes to install additional components as desired, or select No to

continue.
5. In the FactoryTalk Activation Manager InstallShield Wizard, select

Next. The End User License Agreement dialog box opens.
6. Read the license agreement and select I accept the terms in the license
agreement. Select Next.
7. Select Install. After the installation is finished, the FactoryTalk Activation

Manager InstallShield Wizard Completed dialog box opens.
8. If prompted, follow the instructions in the dialog box to activate your

products.
Important: Use the FactoryTalk Activation tool to obtain activations from the Rockwell Software Activation
website. Refer to the Activate Rockwell Software Products brochure provided in your product
package for more information.
9. Select Finish.
Install the FactoryTalk Use this procedure to install FactoryTalk Batch products.
Batch products To install the FactoryTalk Batch products:
1. On the Welcome to FactoryTalk Batch dialog box, select Install

FactoryTalk Batch (select Back to return to the Welcome dialog box, if
necessary). The FactoryTalk Batch Installation dialog box opens.

Important: If the installation program detects an existing FactoryTalk Batch installation, it gives you the
option to remove the current installation. You must remove the existing version of the software
before installing the upgrade. For instructions on removing the current installed version, see the
section Uninstall the FactoryTalk Batch applications.
2. Select Install FactoryTalk Batch to start the installation process. The

FactoryTalk Batch InstallShield Wizard opens. Select Next.
3. In the License Agreement dialog box, read the license agreement, and then
select I accept the terms in the license agreement. Select Next.
4. The FactoryTalk Directory Selection dialog box opens.
5. Select the desired FactoryTalk Directory (typically Network Directory, the

default). Select Next.
6. In the Customer Information dialog box, enter your name and

organization, and select Next.
7. In the Custom Setup dialog box, if you do not want to install the editors on
the Batch Server, disable Client Components.
Important: We recommend installing the Client on the Batch Server computer because you must configure
the Server Options, which are located in the FactoryTalk Batch Equipment Editor Client.

Tip: The default installation directory is C:\Program Files (x86)\Rockwell Software\Batch. To set a different
directory, select the Change button, select the desired directory, and select OK.
8. Select Space (near the bottom of the dialog box) to see if there is enough
disk space to install the selected options. The Disk Space Requirements
dialog box opens. If there is not enough disk space, the drive is highlighted.
9. Select OK. If there was not enough disk space, select Change to select a
different drive (or move or delete files from the selected drive), and
continue with the installation by selecting Next.
10. Choose to agree to create the required users and groups and select Next.
Tip: A series of verification checks are performed automatically to help ensure that the installation is completed
successfully. If a problem occurs, prompts identify the issue, and the installation process terminates. An
error in the installation process may occur at several points during the installation process depending upon
which operating system and FactoryTalk Batch components are being installed.
11. The System Setup dialog box opens.
 If you are installing this as part of an existing FactoryTalk Batch system,

select Yes, I am adding this computer to an existing FactoryTalk
Batch System. Select Next. The Existing Server Details dialog box
opens.
Enter the Server Node Name. Select Next.

 If you are installing the FactoryTalk Batch module software for the first
time, select No, this will be the first computer in a FactoryTalk
Batch System. Select Next.
12. The Domain/Workgroup Details dialog box opens. Select Domain or

Workgroup to indicate how you are installing the Batch Server.

Tip: The FactoryTalk Batch Server user account is added to the batchsvr_group, the Administrators group, the
FactoryTalk Event Archiver Service, and to the FactoryTalk Batch Server Service on the local computer.
13. If the FactoryTalk Batch Server runs under a domain account:
 Enter the Domain name in the Domain/Workgroup Name box.

 Complete the User Name and Password boxes for the Batch Server’s
domain account.
If the Server runs under a workgroup account:

 Enter the Workgroup name in the Domain/Workgroup Name box.
 Enter the Workgroup's user name in the User Name box and the
Workgroup's password in the Password box.
Tip: If you are in a Workgroup, after the Batch Server and Clients have been installed, for instructions on
configuring the Batch Server to operate properly in a Workgroup setting, see the section Configure Batch
Server to run in a Workgroup.
14. Select Next. The Microsoft SQL Server Recipe Storage dialog box opens.
15. In the Microsoft SQL Server Recipe Storage dialog box, indicate how you
want to store recipe files:
 To store recipes in SQL Server, select Yes, I want to store recipes in

SQL Server. You must have SQL Server installed before selecting this
option. If SQL Server is not installed, select Cancel, install a supported
SQL Server, restart the computer, and then install FactoryTalk Batch.
 If you do not want to use SQL Server to store recipes, select No, I do
not want to store recipes in SQL Server. Select Next. Your recipes are
stored as binary files.
 If you want to have the SQL Server on a different computer than the
Batch Server, select No, I do not want to store recipes in SQL Server.
16. Select Next.

17. In the Ready to Install the Program dialog box, verify your selections. If
anything is incorrect, select Back and make the appropriate corrections.
When you are ready to proceed, select Install.
18. When the installation process is complete, select Finish to close the dialog
box.
19. Select Home to install additional FactoryTalk Batch products, or Exit to

close the Install FactoryTalk Batch installer.
After you install the You are now ready to configure the Batch Server computer. The following
instructions are provided to assist you in this process.
FactoryTalk Batch Server
and Client
System date and time Each computer on the network must be set to the same date and time.
Modify event log settings Configure the Windows Application and System logs to overwrite events as
needed. (For more information about modifying event log settings, see the section
Modifying event log settings in the FactoryTalk Batch Administrator’s Guide.)
Create a shared directory If FactoryTalk Batch is installed in a networked environment, and you have
installed the project files to a directory that is not located in the BATCHCTL
share, you must create a share for that project directory. For more information
about creating a shared directory, see the Creating a shared directory section in
the FactoryTalk Batch Administrator’s Guide for information.

Security on Logs and Setting security permissions on the folder is recommended. If security is not
administered correctly on folders, the data in the log files and the event journals
Journals folders (.evt) files may be lost. The system administrator determines who needs access to
these files and assigns the appropriate permissions. The account(s) under which
the FactoryTalk Batch Server and Archiver are running must be given full access to
these folders. (For more information about security on folders and files, see
Setting security on folders or files in the FactoryTalk Batch Administrator’s
Guide.)
Server options Prior to configuring the FactoryTalk Batch Server, ensure that all project
directories are shared. Configure the FactoryTalk Batch Server using the
FactoryTalk Batch Equipment Editor’s Server Options dialog box.
Tip: Check the Server Options. If you copied your backed-up batchsvr.ini file, all the information you
need is there. Check that it is correct for the operating system you are running.
Configure the FactoryTalk Batch Server to allow each network computer to read
from and write to the appropriate project directories, as well as the FactoryTalk
Batch Server and Archiver initialization files. (For information on the Server
Options dialog box, see Working With the FactoryTalk Batch Server in the
FactoryTalk Batch Administrator's Guide.)
Redundant servers FactoryTalk Batch can be configured to store batch journals and batch restart
information in two separate locations. If there is a hardware failure on the primary
FactoryTalk Batch Server computer, using a secondary server allows you to
perform a manual failover. The second computer must be capable of running the
Server. Redundant servers are defined by specifying the primary and secondary
restart paths. If the system experiences a failure, these paths indicate where system
files are written. If a secondary path is not specified, FactoryTalk Batch does not
write any secondary files. (For more information about redundant servers, see
Defining redundant servers in the FactoryTalk Batch Administrator’s Guide for
information.)
Tip: You must install area model and all recipe files on both the primary server and the secondary server. You
must also move activation files to the redundant server.

Configure the Windows With the Windows Firewall enabled, if you want to use the firewall after the
FactoryTalk Batch or FactoryTalk eProcedure Server has been installed, you must
Firewall (optional)
run the FactoryTalk Windows Firewall Configuration Utility.
Configure the Windows Firewall:
1. From the Start menu, select All Programs > Rockwell Software >
FactoryTalk Tools, and then click Windows Firewall Configuration
Utility.

The configuration utility starts. If the firewall has not been enabled, the
following dialog box may open. Click Yes to enable the firewall and
continue.
2. The utility configures the Windows Firewall, and the firewall is set to the
new state (if different).
For a complete list of the exceptions made by the Windows Firewall

Configuration Utility, refer to the section FactoryTalk Batch Windows
Firewall exceptions in the FactoryTalk Batch Administrator’s Guide.
Create an area model in the Open the FactoryTalk Batch Equipment Editor and then create your area model.
FactoryTalk Batch (See the FactoryTalk Batch Equipment Editor User’s Guide for more information.)
Equipment Editor

Create recipes in the To create recipes, first open the FactoryTalk Batch Recipe Editor and then create
your recipes. (See the FactoryTalk Batch Recipe Editor User’s Guide for more
FactoryTalk Batch Recipe
information.)
Editor
A loopback adapter You must install a loopback adapter if you are in a workgroup or if you may be
disconnected from the network on occasion (such as a laptop). For more
(optional) information about installing a loopback adapter, see the Install a loopback
adapter section.

Chapter 6
Install FactoryTalk Batch Clients
If you have not yet installed and configured a FactoryTalk Batch Server computer,
refer to the section Install FactoryTalk Batch Server and Client.
There are setup procedures that must be completed before and after you install the
FactoryTalk Batch Client Components. The Client installation process is divided
into the following three categories:
 Pre-Installation Procedures
 Installation Procedures
 Configure the FactoryTalk Batch Clients
Use the following checklist when installing the FactoryTalk Batch Clients.
Pre-Installation Procedures for FactoryTalk Batch Clients

 Install Operating System See the System requirements section for supported
operating systems.
 Install Microsoft Visual Basic (optional) If you plan to develop with the ActiveX Controls Library on
the client machine
 Set Up Security If the FactoryTalk Batch Server is using a local account, add
this account to all computers in the workgroup
 Identify Server Names Specify the name of the computer where the FactoryTalk
Batch Server is installed
 Log on to Windows Log on with administrator privileges
 Enable Windows Firewall (optional) Enable the firewall if you want the setup program to
populate the firewall exceptions
Install FactoryTalk Batch Client
 Installing the FactoryTalk Services Platform Install the FactoryTalk Services Platform.

Chapter 6 Install FactoryTalk Batch Clients
 Install a FactoryTalk Batch Client Install the FactoryTalk Batch Client components.
 Update Factory Talk Batch product policies Required to ensure product policies are updated and all
patches are current.
Configure the FactoryTalk Batch Clients
 Set System Date and Time Each computer in the FactoryTalk Batch system must be set
the same.
 Modify Event Log Settings Configure the Windows Application and System logs.
 Modify Local Policy Security Settings Installing on a workgroup, set up users on the FactoryTalk
Batch Client computer.
 Create a Shared Directory (optional) Skip this step if you installed your project files in the default
directory, BATCHCTL.
Before you install the Before you install the FactoryTalk Batch Clients, you must install and configure
the Windows operating system, and install other third-party software that will be
FactoryTalk Batch Client used with your FactoryTalk Batch system.
Install operating system For a FactoryTalk Batch Client only installation, install Microsoft Windows
Server 2008 or Windows Server 2012, Windows 7 or Windows 8.1. For
information about supported operating systems, see the System requirements
section.
Install Microsoft Visual If you plan to develop with the ActiveX Controls Library, install Microsoft Visual
Basic.
Basic (optional)
Tip: If you are using VB.NET with PC Based Phase Programming or ActiveX Controls, be aware that
Report, Request, and Parameter properties appear as Methods in the .NET environment. If you
require further assistance, contact Rockwell Support.

Set up security If you are installing the FactoryTalk Batch Server on a domain, create a domain
user account for the Server to use. If the Server is using a local account, you must
create Windows accounts with the same name and password on all computers in
the workgroup.
FactoryTalk Security is used to support the FactoryTalk Batch Clients. If you

want to enable security refer to FactoryTalk Batch Security in the FactoryTalk
Batch Administrator’s Guide.
Location of server
If you are installing just the FactoryTalk Batch Client components, the setup
program prompts you for the name of the computer where the FactoryTalk Batch
Server is installed.

Install FactoryTalk Batch Clients Chapter 6
Log on to Windows Log on to the targeted computer with administrator privileges. Close any open
applications.
Important: You must have administrative privileges on the target computer to install or upgrade
FactoryTalk Batch.

Enable the Windows If you want the installation program to populate the firewall exceptions
automatically, you must first enable Windows Firewall Service prior to running
Firewall the installation. This allows the Firewall Configuration Utility to add the
necessary exceptions.
Important: The Windows Firewall settings may managed externally. If this is the case, you will not be able
change the Windows Firewall settings.
Tip: You must enable the service on both the Server and Client computers.
Enable the Windows Firewall:
1. From the Start menu, select Control Panel > Windows Firewall. The
Windows Firewall dialog box opens.
2. Only if the Firewall is off, select Turn Windows Firewall On or Off. The
Windows Firewall Settings dialog box opens.
3. Select OK, and then close the dialog box.
Tip: If the Windows Firewall was not enabled before installing your Batch applications, run the FactoryTalk
Windows Firewall Configuration Utility on each computer in your Batch system to add the required
exceptions. (See Configure the Windows Firewall for more information.)
For a complete list of the exceptions added to Windows Firewall during

FactoryTalk Batch component installation, see the FactoryTalk Batch
These instructions are based on you installing the FactoryTalk Batch Clients on a
Install the FactoryTalk
computer networked with other FactoryTalk Batch system computers. Before you
Batch Clients begin the installation, complete the pre-installation procedures. If you need to exit
the installation process at any time, select Cancel.
Install the FactoryTalk You must install the FactoryTalk Services Platform before installing
Services Platform
To install the FactoryTalk Services Platform:
1. Use your Windows Explorer to navigate to the location of your

installation.

2. Navigate into the FactoryTalk Batch and eProcedure directory.
3. Select Setup.
4. Right-click and select Run as Administrator.
5. In the Welcome dialog box, select Install FactoryTalk Components. The

FactoryTalk Component Installation dialog box opens.
6. Select Install FactoryTalk Services Platform. The FactoryTalk Services

Platform dialog box opens.
Tip: If the Microsoft .NET Framework is not already installed, you are prompted to install it. After it is installed,
the FactoryTalk Services Platform dialog box opens.
7. Select Next.
8. In the License Agreement dialog box, read the license agreement, and select
I accept the terms in the license agreement. Select Next.
9. In the Setup Type dialog box, select Standard (if it is not already selected),
and select Next.
10. Select Install.

After a few moments, the Configuring FactoryTalk Directory progress

box opens. It shows you that any existing FactoryTalk directories have been
backed up, the backup file name(s), and the path to the backup files.
Tip: The FactoryTalk Directory is configured during the installation process. The FactoryTalk Directory Wizard
can be run manually; however, if you need to define or reset a disabled Administrator account, see the
FactoryTalk Directory Configuration Wizard online help for more information.)
11. Select Finish, and then select Yes to restart your computer (if prompted to
do so).

configuration, you can view the FactoryTalk Administration Console help
file (FTAdminEN.chm) located in C:\Program Files (x86)\Common
Files\Rockwell\Help.
Install the FactoryTalk Use this procedure to install the FactoryTalk Batch Client.
Batch Client Before you install the FactoryTalk Batch Client:
 Install the FactoryTalk Services Platform on the FactoryTalk Batch Client

computer. The FactoryTalk Batch Server must be installed on the same
computer as the FactoryTalk Batch Client components or the FactoryTalk
Batch Server must be installed on the FactoryTalk Batch network before
installing the FactoryTalk Batch Client components.
To install the FactoryTalk Batch Client:
1. In the Welcome dialog box, select Install FactoryTalk Batch (If necessary,
select Back to return to the Welcome dialog box.). The FactoryTalk Batch
Install Disk dialog box opens.
2. Select Install FactoryTalk Batch to start the installation process. The

FactoryTalk Batch InstallShield Wizard opens. Select Next.
If prompted to install the .NET 4.0 framework, please do so.
3. In the License Agreement dialog box, select I accept the terms in the
license agreement. Select Next. The FactoryTalk Directory Selection
dialog box opens.

4. Select the desired FactoryTalk directory (the default is Network), and select
Next.
5. In the Customer Information dialog box, enter your name and

organization, and select Next.
6. In the Custom Setup dialog box, disable Server Components.
Tip: The default installation directory is C:\Program Files (x86)\Rockwell Software\Batch. To set a different
directory, select Change, select the desired directory, and then select OK.
7. Select Space (near the bottom of the dialog box) and confirm there is
enough disk space for installing the selected options. The Disk Space
Requirements dialog box opens. If there is not enough disk space, the drive
is highlighted.
8. Select OK. If there was not enough disk space, select Change to select a
different drive (or move or delete files from the selected drive), and
continue with the installation.
9. Select Next.

10. In the Existing Server Details dialog box, enter the computer name of any
existing FactoryTalk Batch Server in the system. Select Next.
Tip: Do not use a double back slash (\\) or any characters other than those in the actual server name. For
example, if the server name is \\DomainName\SERVER2, just enter SERVER2.
11. In the Batch User Name dialog box, enter the domain or workgroup name
where the FactoryTalk Batch Server is running, enter the FactoryTalk Batch
Server account name, and then select Next.
12. In the Ready to Install the Program dialog box, verify your selections. If
anything is incorrect, select Back and make the appropriate corrections.
13. Select Install.
14. When prompted, select Finish, and then select Yes to restart your
computer.
After you install the You are now ready to configure the FactoryTalk Batch Client computer. The
following instructions are provided to assist you in this process.
FactoryTalk Batch Client

System date and time Each computer on the network must be set to the same date and time.
Modify event log settings Configure the Windows Application and System logs to overwrite events as
needed. (For more information about event log settings, see Modifying Event
Log Settings in the FactoryTalk Batch Administrator’s Guide.)

Modify local security policy If your FactoryTalk Batch Client is installed on a workgroup, you must configure
the Local Security Policy Settings. For more information about FactoryTalk
settings Batch security, see FactoryTalk Batch Security in the FactoryTalk Batch
Create a shared directory If FactoryTalk Batch is installed in a networked environment, and you have
installed the project files to a directory that is not located in the BATCHCTL
share, you must create a share for that project directory. For more information
about creating a shared directory, see the Creating a shared directory section in
the FactoryTalk Batch Administrator’s Guide for information.
Configure the Windows With the Windows Firewall enabled, if you want to use the firewall after the
FactoryTalk Batch or FactoryTalk eProcedure Server has been installed, you must
Firewall (optional)
run the FactoryTalk Windows Firewall Configuration Utility.
Configure the Windows Firewall:
1. From the Start menu, select All Programs > Rockwell Software >
FactoryTalk Tools, and then click Windows Firewall Configuration
Utility.
The configuration utility starts. If the firewall has not been enabled, the
following dialog box may open. Click Yes to enable the firewall and
continue.
2. The utility configures the Windows Firewall, and the firewall is set to the
new state (if different).
For a complete list of the exceptions made by the Windows Firewall

Configuration Utility, refer to the section FactoryTalk Batch Windows
Firewall exceptions in the FactoryTalk Batch Administrator’s Guide.
A loopback adapter You must install a loopback adapter if you are in a workgroup or if you may be
(optional) disconnected from the network on occasion (such as a laptop). For more
information about installing a loopback adapter, see the Install a loopback
adapter section.

Appendix A
Uninstall the FactoryTalk Batch applications
This section explains how to uninstall earlier versions of the FactoryTalk Batch
components.
Tip: You must have administrative privileges on the target computer in order to uninstall
the software.

Back up files Before uninstalling previous versions of FactoryTalk Batch, back up the following
files (if you have not already backed them up). Close all applications, and stop all
Batch services (including the eProcedure Server).
Batch Server files
 Batcharc.ini file (Batch\bin folder)

 Batcharc.log file (Batch\bin folder)
 Batchsvr.ini file (Batch\bin folder)
 BatchIDCreation.dll (Batch\bin folder) (only if it has been customized)
 BatchID Custom folder
 Simulator configuration files (.sim files in any Recipes folder)
 DSDF files (only if customized)
Batch Client files
 Area models (Recipes folder) (back up if stored on server node)

Tip: If your area model has members of the PHASE_FAILURES enumeration set with ordinals greater
than 32767 or less than 0 (zero), you must edit the ordinals before migrating the area model
to a newer version of FactoryTalk Batch.
 Recipes folders and contents (back up if stored on server node)

Tip: If you plan to use Security Authority to secure area models and recipes, back up the FactoryTalk
Network Directory Security Authority Identifier (SAI). If an SAI is ever lost, you are prevented
from opening any area models or recipes that are linked to it. Backing up a SAI provides a
means of recovery.
 Journal folders and contents (back up if stored on server node)

 Log folders and contents (back up if stored on server node)

Appendix A Uninstall the FactoryTalk Batch applications
 Custom bitmaps stored in the bmp folder

 Batcheqp.ini file (Batch\bin folder)
 Batchrcp.ini file (Batch\bin folder)
 Batchvew.ini (Batch\bin folder)
 If eProcedure is installed, see the FactoryTalk eProcedure installation Guide
to see what instruction files need to be backed up.
Uninstall Batch components The steps required to uninstall Batch, eProcedure, and Material Manager are
discussed in the following section. To successfully uninstall Batch, eProcedure,
and Material Manager, you must complete all steps in this section that apply to the
products you are using.
Important: Be sure you have backed up any customized Batch, eProcedure or Material
Manager Server/Client files, such as area models, databases, etc. Refer to
the instructions given in the chapter specific to your Batch system.

Run the uninstall program Before uninstalling Batch components, back up all files and database(s) associated
with these applications, close all applications, and stop all Batch Services.
Important: If a previous version of the software is detected, the installation programs have a Remove option
that is evoked. If that does not completely remove the software, use the following procedures.
To run the uninstall program:
1. Select Start > Control Panel, and then select Add/Remove Programs.
The Add/Remove Programs dialog box opens.
2. To uninstall the FactoryTalk Batch Client or Server, select FactoryTalk

Batch, and then click Remove. A message box opens prompting you to
confirm the removal.
3. Select Yes. The uninstall program runs and removes Batch.
Tip: If it appears that the uninstall program has stopped operating, check if any modal dialog boxes are hidden
behind the uninstall dialog box. Select OK to acknowledge any notifications to allow the uninstall to finish.
4. Restart the computer.

Uninstall the FactoryTalk Batch applications Appendix A
Delete the default Follow these steps to delete the default directories.
directories Important: Before deleting the default directories, make sure you have backed up the files that are
affected by the uninstall process. (For instructions on backing up files, see the section Back up
files.)
To delete the default directories:
1. Open Windows Explorer.
2. Expand the Program Files folder, and then select the Rockwell Software
folder. The Batch folder displays in the right pane.
3. Right-click the Batch folder, and then select Sharing and Security. The
Batch Properties dialog box opens to the Sharing tab.
4. Select Do not share this folder, and then click OK.
5. Right-click the Batch folder, and then select Delete. A message box opens
prompting you to confirm the deletion.
6. Select Yes.
7. Close Windows Explorer.
Remove Registry subkeys Follow these steps to remove Registry subkeys, which removes FactoryTalk Batch
components from the computer.
Important: Before removing registry subkeys, back up the registry security settings.
To remove Registry subkeys:
1. Select the Start button, and then select Run. The Run dialog box opens.
2. In the Open box, type regedt32, and then click OK. The Registry Editor
opens.
3. Expand HKEY_LOCAL_MACHINE on Local Machine.
4. Expand the SOFTWARE subkey.
5. If you are using a 64-bit operating system, expand Wow6432node.
6. Select the BATCHCTL subkey, and then press the DELETE key. A
prompt opens for you to confirm the deletion.
7. Select Yes.

Appendix A Uninstall the FactoryTalk Batch applications
8. Close the Registry Editor.

Appendix B
Troubleshoot your installation
Run the FactoryTalk The FactoryTalk® Directory Configuration Wizard runs silently during the
FactoryTalk Service Platform installation or upgrade. It can be run manually;
Directory Configuration however, if you need to define or reset a disabled Administrator account.
Wizard
To run the FactoryTalk Directory Configuration Wizard:
1. From the Windows Start menu, select All Programs > Rockwell Software
> FactoryTalk Tools, and then select FactoryTalk Directory
Configuration Wizard. The FactoryTalk Directory Configuration
Wizard opens. FactoryTalk Batch and eProcedure® store client
configuration settings in the Local and Network Directory; therefore, the
following steps apply to both directories.
2. Select Configure the FactoryTalk Network Directory and Configure the

FactoryTalk Local Directory and then select Next.

Appendix B Troubleshoot your installation
3. The Reconfigure FactoryTalk Network Directory dialog box opens.

Enter the User name and Password for an existing Network administrator
account. Re-enter the password in the Confirm password box and select
Next.
4. The Reconfigure FactoryTalk Local Directory dialog box opens. Enter

the User name and Password for an existing Local administrator account.
Re-enter the password in the Confirm password box, and then select Next.
The Summary window opens.

Troubleshoot your installation Appendix B
Tip: If All Users is selected, the Windows group, Authenticated Users, is added to
the Local Directory during installation.
5. Select Close to exit the wizard.
6. Select Finish, then, if prompted to do so, select Yes to restart your

computer.

configuration, select the Help button on the wizard dialog box, or view the
FactoryTalk Administration Console help file (FTAdminEN.chm) located
in C:\Program Files (x86)\Common Files\Rockwell/Help.

Communications with Batch If you are running FactoryTalk Batch and eProcedure Servers on a workgroup,
you must add an Incoming Firewall Rule to allow the Batch Service Manager to
Server timing out
connect to the server in a timely manner. (For more information about adding an
Incoming Firewall Rule, see the section Add an incoming firewall rule.)
You must also disable Administrative Approval Mode for all administrators on the
Batch Server computer when running on a workgroup. (For more information
about disabling Administrative Approval Mode, see the section Disable
Administrative Approval Mode.)

Appendix C
Install a loopback adapter
If you are in a workgroup or if you may be disconnected from the network on

occasion (such as on a laptop), a loopback adapter must be installed. The following
instructions step you through the process.
To install a loopback adapter:
1. Select the Start button, point to Settings, and then select Control Panel.
The Control Panel window opens.
2. Open the Device Manager and select Network adapters.
3. Select Action > Add legacy hardware. The Add Hardware wizard opens.
4. Select Next.
5. Select Install the hardware that I manually select from a list (Advanced).
Select Next.
6. From the list of Common hardware types, select Network adapters. Select
Next.
7. From the list of Manufacturers, select Microsoft, then select Microsoft

Loopback Adapter. Select Next.
8. Select Next to install the loopback adapter.
9. Select Finish to close the Add Hardware Wizard.

Index
C
R
configuration requirements
requirements 11, 13, 14
for Windows Server 2008 15
configure
Batch server 22 U
cumulative unit licensing 20
unit licenses
cumulative 20
D
DCOM configuration 13 W
dongles 32
Windows Firewall
configure 22
E
enhancements
Server 26
H
hardware and software requirements 14
I
install
Batch server 30
FactoryTalk Activation Manager 32
FactoryTalk Batch Client 45
FactoryTalk Batch products 33
FactoryTalk Services Platform 43
Material server 30
Microsoft Visual Basic 25
SQL Server 26
L
language support 13, 15
N
new features
in FactoryTalk Batch 11
in FactoryTalk Batch components 11
NTFS drives 13

Rockwell Automation support
Rockwell Automation provides technical information on the web to assist you in using its products. At
http://www.rockwellautomation.com/support you can find technical and application notes, sample code, and links to software service packs. You
can also visit our Support Center at https://rockwellautomation.custhelp.com for software updates, support chats and forums, technical
information, FAQs, and to sign up for product notification updates.
In addition, we offer multiple support programs for installation, configuration, and troubleshooting. For more information, contact your local
distributor or Rockwell Automation representative, or visit http://www.rockwellautomation.com/services/online-phone.
Installation assistance
If you experience a problem within the first 24 hours of installation, review the information that is contained in this manual. You can contact
Customer Support for initial help in getting your product up and running.
United States or Canada 1.440.646.3434

Outside United States or Canada Use the Worldwide Locator available at http://www.rockwellautomation.com/locations, or contact your local Rockwell
Automation representative.
New product satisfaction return

Rockwell Automation tests all of its products to ensure that they are fully operational when shipped from the manufacturing facility. However, if
your product is not functioning and needs to be returned, follow these procedures.
United States Contact your distributor. You must provide a Customer Support case number (call the phone number above to obtain one) to
your distributor to complete the return process.
Outside United States Please contact your local Rockwell Automation representative for the return procedure.
Documentation feedback
Your comments will help us serve your documentation needs better. If you have any suggestions on how to improve this document, complete the
feedback form, publication RA-DU002.
Rockwell Automation Publication BATCH-IN011D-EN-P September 2015
Supersedes Publication BATCH-IN011C-EN-P Copyright © 2015 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.

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Installation Guide

© 2015 Rockwell Automation, Inc. All rights reserved. Printed in USA.

End User License Agreement (EULA)

Allen-Bradley, CompactLogix, ControlLogix, Connected Components Workbench, eProcedure, FactoryTalk,

For a complete list of products and their respective trademarks, go to:

Rockwell Automation maintains current product environmental information on its website at

Customer Support Telephone — 1.440.646.3434

How to Use this Guide Getting started ............................................................................................................ 9

What’s new in this release? New system requirements ..................................................................................... 11

System requirements System Requirements ............................................................................................. 13

Set up a FactoryTalk Batch FactoryTalk Batch component integration ...................................................... 17

Disable Administrative Approval Mode............................................................ 29

6 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Uninstall the FactoryTalk Back up files.............................................................................................................. 49

Install a loopback adapter

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 7

How to Use this Guide

Chapter 2 contains new operating system requirements.

Review the system requirements in Chapter 3 for important hardware, software,

Finally, review Chapter 4 which outlines server placement guidelines and

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 9

Computer Components Reference

2 and 3 FactoryTalk Batch Client Chapter 6

10 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

What’s new in this release?

 FactoryTalk Batch version 12.01 components require:

 FactoryTalk Services Platform version 2.73 or later

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 11

12 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Review the following information before setting up your FactoryTalk Batch

 Use a DVD-ROM drive to install the software.

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

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 13

 Replication cannot be enabled on the FactoryTalk Batch Server computer.

Memory 4 GB RAM (minimum) 2 GB RAM (minimum)

Available Hard 30 GB (60 GB recommended) 15 GB (30 GB recommended)

Hard Disk Format NTFS

Disk Drive(s) DVD-ROM drive and a hard disk (SCSI or faster)

Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device

14 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Network 10 Megabit or faster Ethernet card, network cable

Network Protocol TCP/IP

Backup Removable media device such as a DVD-RW drive

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 15

 Acrobat Reader XI (11)

 Logix Designer (formerly RSLogix 5000) version 21

16 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Set up a FactoryTalk Batch system

Review the following information before setting up your FactoryTalk Batch

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 17

FactoryTalk Activation FactoryTalk Activation is used to license FactoryTalk Batch, FactoryTalk

FactoryTalk Activation is only required on FactoryTalk Batch Server installations.

18 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

The FactoryTalk Batch Server computer requires the FactoryTalk Activation

Activation files are obtained in one of the following ways:

 Go to the Rockwell Software licensing website

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 19

20 Rockwell Automation Publication BATCH-IN011D-EN-P September 2015

Install FactoryTalk Batch Server and Client

Pre-Installation Procedures for FactoryTalk Batch Server and Client

 Set Up Security Configure security for your FactoryTalk Batch System.

Rockwell Automation Publication BATCH-IN011D-EN-P September 2015 21

To configure the operating system for the Batch Server:

Following these steps to configure Windows Server 2008 or 2012.