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PUBLIC INFORMATION
Operating Systems Considerations
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Overview
2
This session provides an “introductory overview” of Operating System
considerations such as:
Hardware & Software Domain & Workgroups
Name Resolution
DNS DHCP
Security
FactoryTalk® Directory Configuration
Best practices and the importance of proper operating system configuration
within a manufacturing environment.
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Agenda
Best Practices
FactoryTalk Configuration
Windows Roles and Features
Hardware and Software
What Are We talking about?
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What are we “Talking About”
4
Where is breakfast?
What time does “Happy Hour” start ?
What’s EDFest all about ?
Everybody Being SUCCESSFUL
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What are we “Talking About”
5
Operating Systems
Anoperating system (OS) is a collection of software that manages computer
hardware resources and provides common services for computer programs
For hardware functions such as input andoutput andmemory allocation, the
operating system acts as an intermediary between programs and the computer
hardware
The operating system is also responsible for security, ensuring that unauthorized
users do notaccess the system.
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What are we “Talking About”
6
One of the most prevalent IT industry trends at the moment is the
proliferation of consumer devices in the workplace.
Employees and partners want to access protected corporate data from
their personal devices, from checking email to the consumption of
advanced business applications.
IT administrators in organizations, while wanting to enable this level of
productivity, would like to continue to ensure that they can manage riskand govern the use of corporate resources.
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What are we “Talking About”
7
Where do we fit?Manufacturing the control of physical equipment
Failure Severity “High”
Determinism “High”
Environment “Hostile”
What’s Changing
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What are we “Talking About”
8
Where do we fit?Other layers or tiers
Enterprise
Data Processing and transfer
Cloud
Information
Web based
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What are we “Talking About”
9
Manufacturing some of the “pieces” and “parts” and “phases”
Segmentation
Plant floor devices Controllers
Data Servers
HMI Software
Data Storage Databases
Historian Servers
Visualization Reporting Software
Mobile Devices
The OS plays a role in all 5 phases
Requirements
Phase
Architectural
Phase
Technical
Design
Implementation
Phase
MaintainPhase
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Where do we “Start”
10
What’s the “ end goal”
We ALL want to be successful
What are the “givens”
We work in a Windows environment
What’s the “reality”
We configureRoles andFeatures
Where do we “start”
A really good question
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Agenda
Best Practices
FactoryTalk Configuration
Windows Roles and Features
Hardware and Software
What Are We talking about?
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Software Requirements
12
Manufacture Software Requirements
Operating System
Database
FactoryTalk Services Platform
RSLinx® Enterprise
Software is designed to use the Roles and Features of a given OS
Must consider ALL third party software requirements for both Server and
Clients
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Software Requirements
13
What type of Operating System (OS)
Server –Client
Software Requirements
Software product A + B + C on a given computer
Software required for Computer 1 –2 –3
Rockwell Automation Product Compatibil ity Center
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Choosing an Operating system
14
Select Multi-Product Compare
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Choosing an Operating system
15
Rockwell Software to Install
Select software
Compare
Click Compare
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Choosing a Server Operating system
16
Windows 2008 R2
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Choosing a Compatible Database
17
MSSQL 2008 R2
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Choosing a FactoryTalk Services
Platform
18
FactoryTalk Services Platform
Product Compatibili ty and Download Center (PCDC)
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Hardware Requirements
19
Manufactures minimum hardware requirements for Server and Client
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Hardware Requirements
20
What type of “Hardware”
Individual Industrial Hardware
Virtualized Hardware (private cloud)
Cloud Based Hardware (public cloud)
Hardware “Counts” Pick with the end goal in mind
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Hardware Requirements
21
Three Main components
Processor (hard to upgrade) Speed
Number of processors
Number of Cores
Memory (RAM) (up gradable) Amount
Type (speed)
Hard Drive (up gradable) Size
Speed
Type (Hard Disk Drive) or (Solid State Drive)
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Hardware Requirements
22
Introduction to VMware Product Suite Virtualization Solutions
Virtualization in Manufacturing Industries Building a hardware Infrastructure for a Virtualized Solution
Introduction to Cloud Computing for Manufacturers
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Server Operating SystemsServer 2008 R2 and Server 2012 R2
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Windows Servers
24
At the heart of IT (Business & Control) Infrastructure
The default installation steps are streamlined
The base OS installation & configuration tasks are now separated
Servers offers a rich set of new and improved management andmaintenance tools
After the basic server installation the server can be configured by Adding Roles and Features
Configuring Roles and Features
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Windows Servers
25
Server 2008 R2 Management Console
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Windows Servers
26
Server 2012 R2 Server Manager Dashboard
Local Server
Roles that were added
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Windows Servers
27
Server 2014 R2 Server Manager > Local Server
Properties
Events
Services
Best Practices Analyzer
Performance Roles and Features
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The system maintenance needs to reflect the changes in the environment:
Capacities
Workloads
Additional Installation
Memory requirement
Network Bandwidth Disk Space.
Windows Servers -- Manage & Maintain
In absence of proper maintenance,
systems tend to become less responsive and reliable
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Use System Manager as the central point of administration
Manage servers based on their roles
Maintain the network environment's systems periodically to avoid anyinefficiency
Audit not only to identify security breaches or suspicious activity, butalso to gain insight into how the network, network devices, and systemsare accessed
Enable audit policies through the local system policy or Group PolicyObjects
Windows Servers -- Manage & Maintain
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Virus Protection Considerations
30
While Virus protection is always and highly recommended, scanning certain fileand folders can actually have adverse effect on system performance.
Care should be exercised in following installation procedure or best practicerecommendations if certain files or folders need to be excluded.
For example in case of FactoryTalk Historian Site Edition:
On Historian server computers, the Server\dat directory and any directorywhere archive or event queue files are located, should be exclude
For Interface nodes, the pipc\dat andpipc\log directories, as well as thedirectory where buffer queue files are located, should be excluded
The exclusion is to avoid random signature match incidents, potential performanceimpacts, and conflicts with locked files:
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Agenda
Best Practices
FactoryTalk Configuration
Windows Roles and Features
Hardware and Software
What Are We talking about?
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Getting StartedSequence of tasks
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A General Installation Sequence
33
Load Operating system
Decide what if any Service Packs or Updates need to be applied
Change, Verify computers names before loading any additional software
Security Model
Domain
Workgroup
Select Computer Roles and Features
Domain Controller
DNS Server
DHCP Server
Web Server (IIS)
Application Server
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A General Installation Sequence
34
Assign IP address
Static IP addresses
DHCP server
Control network considerations
Name Resolution
NetBIOS Host Files
DNS
Users
Windows
FactoryTalk
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Security ModelDomains or Workgroups
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Security Model Domain Vs. Workgroup
36
Workgroup: Decentralized Administration
No domain Controller (Windows Server OS) to purchase.
One less computer in network to maintain. Recommended only for small applications where user accounts don’t
change often.
Domain: Centralized Administration
One place to manage Users, Groups and Security.
If the FactoryTalk Directory is part of a domain, then windows-linked
users can be added in for use within FactoryTalk. Automate IP addresses with Dynamic Host Configuration Protocol
(DHCP), and Name Resolution and with Domain Name Service (DNS)and Windows Internet Name Service (WINS).
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Workgroup
37
All computers are peers; no computer has control over another computer.
Each computer has a set of user accounts. To log on to any computer inthe workgroup, you must have an account on that computer.
There are typically no more than ten computers.
Limitation is 10 concurrent connections to any share in the workgroup at
any one time
All computers should be on the same local network or subnet.
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Workgroups
Workgroup: Decentralized Administration
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Logged in:
Joe
Logged in:
Henry
Logged in:
Mary
Logged in:
Isaac
FactoryTalk View
Studio
SE Client SE Client SE Client
New User?
Administer
each computer BobBobBobBob
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Domain
39
An architecture that one or more servers are responsible for dealing with
security and permissions on the network.
Network administrators use servers to control the security and permissionsfor all computers on the domain.
Network modifications are easy, as changes are automatically made to all
computers.
Domain users must provide credentials each time they access the domain.
With a user account on the domain, one can log on to any computer on thedomain without needing an account on that computer.
The computers can be on different local networks.
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Domain Organizational Unit
40
Organizational Units are containers within a Domain into which you can
place users, groups, computers and other organizational units.
An organizational unit can not contain objects from other domains.
An organizational unit is the smallest scope or unit to which you can assign
Group Policy settings.
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Domains
Domain: Centralized Administration
41
New User?
Administer theDomain Controller
Logged in:
Joe
Logged in:
Henry
Logged in:
Mary
Logged in:
Isaac
FactoryTalk View
Studio
SE Client SE Client SE Client
DomainController
Domain UsersJoe
Henry
Mary
Isaac
Bob
Copyright © 2008 Rockwell Automation, Inc. All righ ts reserved.
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Domain or Workgroup
42
New or Existing
Network Architecture or Scope
Number of computers Number of users
Management
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IP Addresses
Static and DHCP
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Assigning IP Addresses
44
Regardless of Workgroup or Domain infrastructure, IP address need to be
assigned to each computer that will be on the network
Mission critical computers should have a static IP addresses
Industrial concerns
Using static IP address
Manually entered
Assigned on system startup
Using a DHCP address
DHCP server is a Role of the OS
DHCP server must be available
DHCP server should use a reserved IP address
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Assigning IP Addresses
45
DHCP IP Address Reservations
Based on MAC addresses
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Assigning IP Addresses
46
DHCP IP Address Exclusion
Exclude static IP addresses
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Name Resolution
Host Name and NetBIOS
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Name Resolution
48
Regardless of Workgroup or Domain infrastructure, Name resolution is requiredfor the computers to communicate with each other on the network.
Name resolution resolves Domain \ Host Names to IP addresses
Two types of Name Resolution
Host Name resolution
Host Files
Domain Name Server (DNS)
NetBIOS resolution
Broadcast
WINS Server
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A Windows host (2000 and later) will attempt to resolve the location of anetwork resource in the following order:
1. Hostname (the name of the local machine)
2. Local DNS Resolver Cache
Loads Host Files on start up
Files cached from the DNS Server
3. DNS (Centralized name server )
4. NetBIOS Broadcast (depends on the type of NetBIOS Node)
49
Host Name Resolution Order
Absent of ANY configuration, step 4 will be used to achieve some level of name resolution
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Host Files
A Host file is a flat text file used to resolve IP addresses to Host
names
Windows 2000 and later Host files are loaded in to the local DNSresolver cache first on startup.
You can use different names for the same IP address (nick names)
Host files must be entered and maintained manually
50
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Host Files Considerations
51
Useful Application
Redirecting Local Domains
i.e. test local websites in development
Internet Resource Blocking
i.e. Redirecting undesirable sites to harmless destinations
Security Concerns
The hosts file represent an attack vector for malicious software.
i.e. They can be modified by malware to redirect traffic to malicious or
unwanted sites
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Domain Name System/Server (DNS)
52
Add as a Server Role
Server 2008
Server 2012
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Domain Name System/Server (DNS)
53
Translates Domain/Host names into IP address
www.example.com = 192.0.43.10
Facilitates the internet usage as meaningful names in URLs and emails
instead of cryptic series of numbers can be used.
The DNS is an essential component of the functionality of a robust network
infrastructure
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Domain Name System/Server (DNS)
54
Dynamic Updates in a Domain
Only applies to Domain users
Dynamic Updates in a Workgroup
Applies to ALL users
Name Resolution & Domains
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DNS Components
Components of the DNS Editor:
Reverse Lookup Zone – allows forresolving an IP address to a host name.Some software applications will requirethis for security, to make sure it’s
running from a certain machine.
Resource Records – The types ofentries in the database. Host (A)records associate a host name with anIP address.
Zones – allows for the DNS databaseto be split up and administered amongmultiple DNS Servers
Forward Lookup Zone – allows forresolving a host name to an IP address
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DNS … How does it work?
56
A
CB
D
1 – Needs to go www.acme.com .
Checks local DNS cache first if not found
Requests address from DNS Server B
2 – Does not have the
www.acme.com in its DB.
Forwards the request to
another DNS Server (C)
3 – Does have the address for
www.acme.com in its cache
(IP address of Server D).
Passes the info back to server B4 – Passes along the info
Returned from server C, andcaches it for a while as well
5 – Caches address
goes to server
D for www.acme.com
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DNS … How does it work?
57
A
CB
D
1 – Needs to go www.acme.com .
Checks local DNS cache
5 – finds address in
It’s cache then
goes to server
D for www.acme.com
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NetBIOS name resolution is based on the Node Type
Hybrid checks Local network then Enterprise
NetBIOS Broadcast -- Node Type (Hybrid)
1. NetBIOS name Cache
2. WINS Server
3. Broadcast
4. Lmhosts file
5. Host File
6. DNS Server
58
NetBIOS Name Resolution Order
N BIOS N R l i O d
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NetBIOS name resolution is based on the Node Type
59
NetBIOS Name Resolution Order
N tBIOS N d T
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Ipconfig /all
60
NetBIOS Node Type
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Users
Windows -- FactoryTalk -- SQL Users
U U U
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Users, Users, Users
62
At least four sets of users
Domain Users
Domain Scope Users Workgroup Users
Single Computer Scoped
SQL Server Users
Can be Windows Users
SQL Server (unlinked) Users
FactoryTalk Users
Can be linked to Windows Users
Independent (Unlinked) Users
Provides some of the Domain user name management conveniences for a
workgroup environment.
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Windows Considerations
IIS
IIS (Internet Information Services)
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IIS (Internet Information Services)
64
IIS is a Role of the OS
Server 2008 R2
Server 2012 R2
FactoryTalk System & IIS
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FactoryTalk System & IIS …..
65
FactoryTalk system requires a Windows network and depends on a
number of Windows elements, including Internet Information Services (IIS).
A Proper IIS configuration plays a critical role in many FactoryTalk products
particularly those which have a client server infrastructure (web presence).
i.e.
FactoryTalk VantagePoint
FactoryTalk View Site Edition (SE)
FactoryTalk Metrics
etc
Internet Information Services (IIS)
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Internet Information Services (IIS)
66
IIS turns a computer into a web server
Most Rockwell software products require at a minimum
Common Files
Internet Information Services Snap-in World Wide Web Publishing
Personal Web Manager
Check the knowledgebase on a per product basis
Internet Information Services (IIS)
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Internet Information Services (IIS)
67
IIS is not installed on by default.
IIS manager is accessed through Microsoft Management Console or
Administrative Tools in the Control Panel.
IIS Role example for FactoryTalk Metrics
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Add Web Server (IIS)
Ensure that the following role services are installed for IIS
Common HTTP Features
HTTP Redirection
Application Development
ASP .NET
.Net Extensibility
ISAPI Extensions
ISAPI Filters
Security
Windows Authentication
Management Tools
IIS 6 Metabase Compatibility
IIS 6 WMI Computability
IIS Role example for FactoryTalk Metrics
Internet Information Services (IIS)Application Pools
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Application Pools
69
An Internet Information Services (IIS) application pool is a grouping of
URLs that is routed to one or more worker processes.
They provide a convenient way to administer a set of Web sites and
applications and their corresponding worker processes.
Process boundaries separate each worker process; therefore, a Web site
or application in one application pool will not be affected by application
problems in other application pools.
Application pools significantly increase both the reliability and
manageability of a Web infrastructure.
Internet Information Services (IIS)Application Pools
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Application Pools
70
To verify that an IIS Application Pool is configured for 32-bit operation on a
64-bit OS?
Open Administrative Tools >IIS Manager
In the Explorer tree, expand the IIS Server
In the Explorer tree, select Application Pools
Select the appropriate Application Pool (typically 'DefaultAppPool')
Right-click and select Advanced Settings In the General section, verify that Enable '32-Bit Applications' = True
Internet Information Services (IIS)Application Pools
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Application Pool is important because software installation modifies it.
When you have a mix of 32 bit and 64 bit applications, installation of a 32 bit
application will modify 'DefaultAppPool' (and any other existing Application Pools)for 32-bit operation.
This may cause issues for other applications that are only compatible with 64-bit
Application Pools.
To address such issues, one of the following approach can be taken
To avoid the issue, installation sequence needs to be modified
To correct the issue, the application pool of the non-functioning softwareneeds to be modified
Please refer to knowledgebase for more details (117888, 111218, 449497,460423, 477031, ….)
Application Pools
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Windows Considerations
DEP
Data Execution Prevention (DEP)
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( )
73
DEP is a set of hardware and software technologies that perform additional
checks on memory to help prevent malicious code from running on a
system.
Software DEP by default monitors essential Windows and service. You can
increase your protection by having DEP monitor all programs EXCEPT
those which you select.
DEP discussed here is the software-based feature of Windows. Some
processor provide hardware-based DEP under various names.
Generally for Rockwell Software Installation, Data Execution Prevention
should be turned on for Essential windows programs and services only
Data Execution Prevention (DEP)
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( )
74
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Windows Considerations
Time Zone
Time Zone Consideration
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In a distributed system such as FactoryTalk Historian SE, where logged
information, and their timestamps ARE essential, special attention needs to
be paid to Time Zone configuration and Time Synchronization
Time Zone Consideration
Example – FactoryTalk Historian SE Pre-Installation Tasks
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Synchronize Time Settings on Historian System Computers
Times must be set correctly and synchronized with the FactoryTalk Historianserver on all machines that are part of the FactoryTalk Historian system.
All Windows machines must have the proper time-zone settings and are setto automatically adjust for daylight-saving changes.
Time synchronizations is typically done through the domain Controller.
The domain Controller's time is synchronized first by an Network TimeProtocol (NTP) source.
The domain controller synchronizes all the other computers that are a part ofthe FactoryTalk Historian system.
Time Zone Consideration
Example – HistorianSE Pre-Installation Tasks
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Disable the Windows time zone
The Windows time zone (TZ) environment variable adversely affects the Historianserver. You must ensure that TZ is not set on the Historian server computer.
To confirm that the TZ variable is not set on Windows 7, Server 2008 and 2008 R2: Right-click on My Computer and select Properties
Click Advanced system settings.
Click Environment Variables.
If the TZ variable is present, delete it. If prompted, restart the computer.
To confirm that the TZ variable is not set on computers with other Windows OS: Right-click on My Computer and select Properties
In the System Properties dialog box, click the Advanced tab. Click Environment Variables.
If the TZ variable is present, delete it.
If prompted, restart the computer.
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Windows 32 and 64 Bit Considerations
Files, Registry and ODBC
Program Files
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Some Rockwell Automation software products that support 64-bit operating
systems are 32-bit (x86) applications that are "64-bit compatible".
The 'Rockwell Automation', 'Rockwell Software' and 'Incuity' folders are
located within the 'Program Files (x86)' folder on a 64-bit OS
On a 64-bit OS, the 'Program Files' folder is for true 64-bit (x64)
applications, while the 'Program Files (x86)' folder is for backwards
support of 32-bit (x86) applications that are "64-bit compatible".
Program Files --- Little More Details
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Applications in the 'Program Files (x86)' folder use theWindows 32-bit On
Windows 64-bit (WoW64) subsystem.
WoW64 is the x86 emulator that allows 32-bit Windows-based applications
to run seamlessly on 64-bit Windows.
WoW64 is provided with the 64-bit operating systems and does not have to
be explicitly enabled
32-bit applications running in the WoW64 subsystem aresuffixed in theProcesses tab of the Task Manager with "*32" (e.g., iexplore.exe
*32; EXCEL.EXE *32).
FoldersProgramData
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The 'ProgramData' folder is a hidden system folder that is used to store
application programrelated data
Introduced in Vista OS, It replaces the 'Documents and Settings\All
Users\Application Data' folder that was used in previous versions of
Windows.
Like its predecessor, it works in conjunction with applications
installedwithin the 'Program Files' folder (and the 'Program Files (x86)'
folder on 64-bit operating systems).NOTE: As a rule, folders and files within the 'ProgramData' folder should not be
manually manipulated (or deleted) using Windows Explorer or other file system
tools.
Windows Registry
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Managing 32-bit registry keys in a 64-bit Windows Operating System?
64-bit Program: @HKEY_LOCAL_MACHINE\SOFTWARE\Rockwell Software 32-bit Program: @HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Rockwell Software
References
http://suport.microsoft.com/kb/305097
RA Knowledgebase ID 507187
Windows Registry
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While not recommended, if you have to modify the registry manually,
EXTREME care should be exercised when merging .REG files into registry
when mix of 32 and 64 bit registries are involved.
Right-click Merge of .reg file will always place the registry information
in the 64 bit location which is not accessible by the 32 bit programs
Use the correct version of the Registry Editor
32-BIT VERSION: C:\Windows\SysWOW64\regedt32.exe
64-BIT VERSION: C:\Windows\System32\regedt32.exe
ODBC DSN Considerations
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The 64-bit ODBC Data Source Name (DSN) cannot be used by a 32-bit
applications running in the WoW64 subsystem.
On a 64-bit OS, the 32-bit ODBC Data Source Administrator must be used
for a 32 bit application:
%windir%\SysWOW64\ odbcad32.exe(typically Windows\SysWOW64).
The 64-bit ODBC Data Source Administrator (also odbcad32.exe) is
accessedusing the traditional method:
All Programs > Administrative Tools > Data Sources (ODBC)
NOTE: Both 64 bit and 32 bit version of the ODBC Data Source admin is
odbcad32.exe but in different locations.
ODBC DSN
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In some products (i.e. FactoryTalk Metrics, and FactoryTalk View SE) even
when installed on a 64 bit OS, the SQL Server database portion of their
install is a 32 bit version.
The 32 bit version of the ODBC Data Source Administrator at the following
location should be used:
%windir%\SysWOW64\odbcad32.exe
NOTE: If you try tocreate a DSN by using Administrative Tools > Data
Sources (ODBC) on a 64 bit Operating System, it will open the64-bitsystem ODBC Data Source Administrator configuration GUI.
The 64 bit DSN GUI has no visual indication that it only relates to 64-bit.
ODBC DSN
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64 Bit
32 Bit
Agenda
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Best Practices
FactoryTalk Configuration
Windows Roles and Features
Hardware and Software
What Are We talking about?
What is FactoryTalk?
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FactoryTalk Services Platform
A service oriented architecture
(SOA) that delivers value
through FactoryTalk-enabledproducts
Reduces customer learning
curve and project engineering
time through commonality andreuse
FactoryTalk System Design
Considerations
FactoryTalk Services Platform
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Common address book ofresources that are shared
among FactoryTalk Servicesenabled products
Centralized security
authority for all componentsin the system.
Enterprise-wide access to
real-time manufacturinginformation.
Central location for
warnings and errorsgenerated by the system.
Comprehensive record of
any changes made to themanufacturing system.
Common software license
management for all products
Enterprise-wide access to
real-time alarms and eventsthat require action.
“Required for FactoryTalk Products”
FactoryTalk Directory
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FactoryTalk Directory
• Allows FactoryTalk-enabled products to organize applications,
share definitions and manage services. The FactoryTalk
Directory provides a central lookup service so that all definitionsdon’t have to existing in a single physical location like a project
file. Instead references or “pointers” are saved in the
FactoryTalk Directory and used to locate definitions when they
are needed.
• FactoryTalk Directory is a core service of the FactoryTalk
Services Platform allowing customers to build an integrated
system from FactoryTalk and Integrated Architecture
FactoryTalk Security
F t T lk S it
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FactoryTalk Security
• FactoryTalk Security performs two critical tasks:
• Authenticationverifies a user’s identity and verifies that a
request for service originates with that user.
• Authorizationverifies a user’s request to access a softwareproduct, feature, or system resource against a set of
defined access permissions.
• FactoryTalk Security authenticates and authorizes users againsta set of defined permissions held in the FactoryTalk Directory.
FactoryTalk Directory Security
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FactoryTalk Directory provides centralized security services without
requiring a Windows Server and domain controller …. However Life is
much easier in a Domain environment
Workgroup
Do not use Windows-linked accounts. Instead, create user accounts
that are managed and authenticated by FactoryTalk Security.
DomainYou can use Windows-linked accounts that are managed and
authenticated by the Windows operating system
FactoryTalk Security provides separate permissions for accessing theautomation system.
FactoryTalk Administration Console
Planning
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94
Planning
Security
Networks
Availability Defining
Installation
Configuration
Integration
Supporting
Diagnostics
Part of the FactoryTalk ServicesPlatform
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Load FactoryTalk Services Platform on each computer
Choose which computer will Host the FactoryTalk Directory
Have all other computers join that FactoryTalk Directory
Local
Global / Network
RNAServer
RNAClient
Computer A
Local
Global / Network
RNAServer
RNAClient
Computer B
Local
Global / Network
RNAServer
RNAClient
Computer C
Global / Network
RNAClient RNAClient
RNAServer
RNAClient RNAClientRNAClient
FactoryTalk Directory…How does it work?
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A
C
B
D
1 – Needs Tag ABC value
Checks for DS Address
Ask the FTD for the DS Address
2 – Does not have the
DS address. Ask known DS for
knowledge of tag ABC C or D
3 – Does not have knowledge of
Tag ABC4 – Has knowledge of tag
ABC returns acknowledgement
5 – Caches address
Goes to DS
D for Tag ABC value
FTD
DS
DS
HMI
FactoryTalk Directory…How does it work?
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A
C
B
D
1 – Needs Tag ABC value
Checks cache for DS Address
2 – Finds address
In it’s local cache
Goes to DS
D for Tag ABC value
FTD
DS
DS
HMI
Agenda
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Best Practices
FactoryTalk Configuration
Windows Roles and Features
Hardware and Software
What Are We talking about?
Installing Rockwell Automation Software
V if d t t ALL Wi d R l dF t
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Verify and test ALL Windows Roles and Features
Have network configure
Install FactoryTalk Services Platform
Install Activations services
Select which FactoryTalk Directory to use
Have all other FactoryTalk computers join that FactoryTalk Directory
Install Application Software per installations instructions
Installing Rockwell Automation Software
V if d T t h d t b f i t lli dditi l ft if
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Verify and Test each product before installing additional software if
possible
Create your FactoryTalk Application
Add Data Servers
Configure communication drivers
Add HMI servers
You can test the FactoryTalk Application configuration using the
“ FactoryTalk Live Data Test Client” tool
Starting a FactoryTalk Application
Start theFactoryTalkDirectorycomputer
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Start the FactoryTalk Directory computer
Start ALL Data Servers
Start ALL HMI servers
Start other Servers (FactoryTalk Metrics, FactoryTalk Historian,
FactoryTalk Transaction Manager and others
Start Clients
Updates and Patch Management
Microsoft releases security patches and product updates on regular basis
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Microsoft releases security patches and product updates on regular basis
Recommended to have Windows Updates turned off
Patches may have adverse affect on installed software operation
A robust patch & update policy is a critical part of a good software
maintenance plan
Use knowledgebase as a reference
On a working Automation System, Patch and Update installations should be a part of a
Deliberate activity and not an Automatic one
Backup, Backup and then Backup again
Windows
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Windows
Files
System Image Backup
Previous Versions
System restore
FactoryTalk Directory and Applications
Backup
Restore
Backup, Backup and then Backup again
RSLinx
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RSLinx
Backup and Restore Utility
Controllers Backup
Restore
Automatic on a schedule (FactoryTalk AssetCentre)
Network Pieces and Parts
Routers
Switches
Backing up a SYSTEM has many parts and needs to be a Deliberate activity and not
left to chance
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