1. FactoryTalk Alarms & Events Quick Start Guide


This article will discuss the steps required to connect WIN-911 Standard, Interactive, or Advanced the FactoryTalk View Alarms and Events Server.

 

Additional information about getting started can be found in the FactoryTalk Alarm & Events Installation Checklist


A. Accessing WIN-911


WIN-911 is configured with a web-driven interface that resides in the Internet Information Services (IIS) of the WIN-911 host computer. There are two ways to open this website: 


  1. Clicking the shortcut that was created in the WIN-911 host's start menu. 
  2. Opening a browser anywhere on the WIN-911 network and entering the WIN-911 Configuration URL.


The WIN-911 Configuration website can be accessed from any computer that is on the WIN-911 network if you have the proper credentials. Simply open a browser and enter the URL: http://'WIN911 computer name'/WIN911.


The last segment of the URL does not contain a hyphen in WIN911. For example: if WIN-911 is installed on a computer named COMP1 and you are a remotely located user (say on computer COMP6), you would start internet explorer and enter http://COMP1/WIN911.


B. Where to Install WIN-911  


When integrating WIN-911 into an existing FactoryTalk Alarm & Events system, there are four recommended architectures to use:

  • A single FactoryTalk Application with a single WIN-911 system
  • Redundant FactoryTalk Applications with a Single WIN-911 system
  • Two or Separate FaactoryTalk Applications with a SIngle WIN-911 system
  • Redundant FactoryTalk Applications with Redundant WIN-911 systems 


Each of these architectures requires the use of different combinations of WIN-911 licenses and add-ons. To understand where to install WIN-911 with FactoryTalk A&E for a network diagram. To read additional information about Nodes and Licensing.

 

2. WIN-911 Requirements 

 

These requirements must be met before WIN-911 will connect to FactoryTalk View Alarms and Events Server.

 

1. The WIN-911/FT option is required to make the connection to FactoryTalk View A&E Server. If you have not purchased the WIN-911/FT option with your base license (Standard, Interactive, or Advanced), please contact your WIN-911 reseller.


2. WIN-911 must be installed on a computer with FactoryTalk Services installed. The computer also must have a FactoryTalk View Client installed. The FactoryTalk Client is not required to be licensed or running.


3. Rockwell Alarm Multiplexer and Rockwell Event Multiplexer must both be running as Local System on the same machine as WIN-911. Open Windows Services and locate both Multiplexer Services to confirm Log on As is set to Local System. If Local Service is not configured, make the changes, and restart each service.

 

 

4. WIN-911 requires User Authentication to connect and acknowledge alarms in FactoryTalk View. Open FactoryTalk View Studio and in the Explorer pane, open the Users and Groups folder, then expand the User Groups folder. Confirm Authenticated Users is added.

 

 

If Authenticated Users has been removed, you will need to add the WIN-911 Service account (that the WIN-911 FTAE Runtime service is running under). Open Windows Services. Note the Log On As user for WIN-911 FTAE Runtime.

 

 

Next, you will need to create a new User in FactoryTalk View for WIN-911. Set Password Never Expires, and make sure to add the user to the Administrators group.

 

 

A. Configuring the Connection to the FactoryTalk View Application

 

1. Open the WIN-911 Workspace from the Start Menu. Navigate to Alarming > FactoryTalk A&E > Applications. Click on the + icon to add a FactoryTalk A&E Source Connection.


 

2. All the information required to make a connection can be found in FactoryTalk View Studio. Below is a mapping of the FTView Application details required by WIN-911. The left side of the graphics is the FactoryTalk View Explorer pane, and the right is the WIN-911 FTAE Connection Workspace.

  • Name: Identifies the FTAE Source Connection in WIN-911. The name is user-defined.
  • Description: An optional field used to describe the connection
  • Application Type: This will match your FactoryTalk Application Type (Network or Local).
  • Application Name: This must match the Application Name exactly as it appears in FactoryTalk View Studio Explorer pane. The Application Name is case-sensitive.
  • Username & Password: This will match the Username and Password defined in the previous section (WIN-911 Requirements – Step 4.)
  • Test Connection: This button will validate the connection to the FactoryTalk Application and will valid the Username and Password.
  • Good Quality Events Only: Select to ignore Bad Quality or Uncertain Events.


3. Run the Test Connection button. If it succeeds, continue. If it fails, double-check that your settings are correct. 

 

B. Configuring Notifiers


WIN-911 offers four different options for delivering alarm notifications; email, SMS, Voice and the WIN-911 Mobile App. The next step in the process is to create the Gateway connection for all desired notification methods and add the users as contacts in WIN-911. If you are not familiar with this process, review the instructional how-to-videos.

 

B.1 Configuring a Callout List (Tactics & Strategies) 


This section will define how to create a notification list and using Tactics and Strategies. Alarms will trigger a strategy, which will then start a Tactic (callout list). If you are not familiar with configuring Tactics and Strategies you should review the video.


The term tactic in WIN-911 refers to the callout list of users to be notified in the event of an alarm. Basic tactics are available with any WIN-911 license, while the Advanced Tactics are available only on the advanced license.

 


 

  • Retries - Additional notification events
  • Delay Between Retries - Time between notification retry.
  • Delay After - Allow time for the user to address the alarm before moving onto the next contact. 

 

  

A strategy is the list of policies put in place when the alarm occurs. This includes the starting, stopping and re-notification actions. The alarm will occur which will start the strategy. Basic Strategies are available on any license, and the Advanced Strategies require the Advanced license. 

 

 

  • Start Tactic – Which callout list will be started
  • Stop Condition – When to stop the callout list. 
  • Renotify on Any State Change – If the alarm changes states between unacknowledged/acknowledged or Active/Inactive, then the users in the tactic would be renotified. The stating, stopping and renotifying policies should be determined by the end-user during the configuration of WIN-911.  

 



C. Configuring Subscriptions & Assigning Routes

 

1. The FactoryTalk A&E Connection in WIN-911 uses Subscriptions to bring alarms into WIN-911. Subscriptions can be Filtered on four criteria:

  • All Alarms & Events or Alarms Only or Events Only (WIN-911 3.19.9 or later)
    • Names
      • Class
      • Severity
      • Groups (WIN-911 Version 3.19.5 or later)

When defining criteria, please be aware that it is case-sensitive.

 

2. Once your Subscriptions have been defined, the next step is to set up the Routes. Routes are used to associate Subscriptions and Strategies.


If you are not familiar with how to define Subscriptions or setup Routes, you can review the instructional video regarding Subscriptions and Routes setup

 

D. Test WIN-911 with a FactoryTalk Alarm

 

You can use the WIN-911 Log Viewer to confirm everything is configured correctly. 

  1. Open the WIN-911 Log Viewer from the Start Menu.
  2. Trigger an alarm in FactoryTalk View. Confirm the alarm is active in the FactoryTalk View Alarms and Events Summary window within the FT Client.
  3. You should see the alarm appear in the Summary window of the WIN-911 Log Viewer.
  4. Double-click on the alarm to see the details. What Strategy was executed? What Tactic was executed? Who was acknowledged?
  5. Confirm the alarm executed the correct Strategy. If not, verify your Subscriptions and Routes are configured correctly.


If the alarm appears in WIN-911 Log Viewer and the Strategy says Default or Notify All this means all users in your WIN-911 configuration will be notified. If this behavior is not desired, then check your Subscriptions and Routes. Verify there are no typos and case sensitivity is correct. 

  

Technical Support


To create a support case, you will need either your Maintenance Support number or your CD Tracking number. You can create a Case online or contact the product support line: (512)326-1011.