TF08 - Operating Systems Considerations RSTechED2014

Operating Systems Considerations
PUBLIC INFORMATION
Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.
Overview
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.
Agenda
What Are We talking about?
Hardware and Software
Windows Roles and Features
FactoryTalk Configuration
Best Practices
What are we Talking About

Where is breakfast?
What time does Happy Hour start ?
Whats EDFest all about ?
Everybody Being SUCCESSFUL

Operating Systems
An operating 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 and output and memory 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 not access the system.

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 risk
and govern the use of corporate resources.

Where do we fit? Manufacturing the control of physical equipment
Failure Severity High
Determinism High
Environment Hostile
Whats Changing

Where do we fit? Other layers or tiers
Enterprise
Data Processing and transfer
Cloud
Information
Web based

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
Requirements
Phase
Architectural
Phase
Technical
Design
Implementation
Phase
Maintain
Phase
The OS plays a role in all 5 phases
Where do we Start
Whats the end goal
We ALL want to be successful
What are the givens
We work in a Windows environment
Whats the reality
We configure Roles and Features
Where do we start
A really good question
10
Agenda
Best Practices
11
Software Requirements
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
12
What type of Operating System (OS)
Server Client
Software product A + B + C on a given computer
Software required for Computer 1 2 3
Rockwell Automation Product Compatibility Center
13
Choosing an Operating system

Select Multi-Product Compare
14
Choosing an Operating system

Rockwell Software to Install
Select software
Compare
Click Compare
15
Choosing a Server Operating system

Windows 2008 R2
16
Choosing a Compatible Database

MSSQL 2008 R2
17
Choosing a FactoryTalk Services

Platform
Product Compatibility and Download Center (PCDC)
18
Hardware Requirements
Manufactures minimum hardware requirements for Server and Client
19
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
20
Three Main components
Processor (hard to upgrade)
Memory (RAM) (up gradable)
Speed
Number of processors
Number of Cores
Amount
Type (speed)
Hard Drive (up gradable)
Size
Speed
Type (Hard Disk Drive) or (Solid State Drive)
21
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
22
Server Operating Systems

Server 2008 R2 and Server 2012 R2
Windows Servers
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 and

maintenance tools
After the basic server installation the server can be configured by
Adding Roles and Features

Configuring Roles and Features
24
Windows Servers
Server 2008 R2 Management Console
25
Windows Servers
Server 2012 R2 Server Manager Dashboard
Local Server
Roles that were added
26
Windows Servers
Server 2014 R2 Server Manager > Local Server
Properties
Events
Services
Best Practices Analyzer
Performance
Roles and Features
27
Windows Servers -- Manage & Maintain

The system maintenance needs to reflect the changes in the environment:
Capacities
Workloads
Additional Installation
Memory requirement
Network Bandwidth
Disk Space.
In absence of proper maintenance,

systems tend to become less responsive and reliable
28
Windows Servers -- Manage & Maintain

Use System Manager as the central point of administration
Manage servers based on their roles
Maintain the network environment's systems periodically to avoid any
inefficiency
Audit not only to identify security breaches or suspicious activity, but
also to gain insight into how the network, network devices, and systems
are accessed
Enable audit policies through the local system policy or Group Policy
Objects
29
Virus Protection Considerations

While Virus protection is always and highly recommended, scanning certain file
and folders can actually have adverse effect on system performance.
Care should be exercised in following installation procedure or best practice
recommendations 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 directory
where archive or event queue files are located, should be exclude
For Interface nodes, the pipc\dat and pipc\log directories, as well as the
directory where buffer queue files are located, should be excluded
The exclusion is to avoid random signature match incidents, potential performance

impacts, and conflicts with locked files:
30
Agenda
Best Practices
31
Getting Started
Sequence of tasks
A General Installation Sequence

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
33
A General Installation Sequence

Assign IP address
Static IP addresses
DHCP server
Control network considerations
Name Resolution
NetBIOS
Host Files
DNS
Users
Windows
FactoryTalk
34
Security Model
Domains or Workgroups
Security Model Domain Vs. Workgroup

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 dont
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).
36
Workgroup
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 in
the 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.
37
Workgroups
Workgroup: Decentralized Administration
New User?
Administer
each computer
FactoryTalk View
Studio
SE Client
SE Client
SE Client
Logged in:
Joe
Logged in:
Henry
Logged in:
Mary
Logged in:
Isaac
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Local Users
Joe
Henry
Mary
Isaac
Bob
Domain
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 permissions
for 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 the
domain without needing an account on that computer.
The computers can be on different local networks.
39
Domain Organizational Unit

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.
40
Domains
Domain: Centralized Administration
New User?
Administer the
Domain Controller
FactoryTalk View
Studio
Logged in:
Joe
SE Client
SE Client
SE Client
Bob
Domain
Controller
Logged in:
Henry
Copyright 2008 Rockwell Automation, Inc. All rights reserved.
Logged in:
Mary
Logged in:
Isaac
Domain Users
Joe
Henry
Mary
Isaac
41
Domain or Workgroup
New or Existing
Network Architecture or Scope
Number of computers
Number of users
Management
42
IP Addresses
Static and DHCP
Assigning IP Addresses
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
44
DHCP IP Address Reservations
Based on MAC addresses
45
DHCP IP Address Exclusion
Exclude static IP addresses
46
Name Resolution
Host Name and NetBIOS
Name Resolution
Regardless of Workgroup or Domain infrastructure, Name resolution is required
for 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
48
Host Name Resolution Order

A Windows host (2000 and later) will attempt to resolve the location of a
network 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)
Absent of ANY configuration, step 4 will be used to achieve some level of name resolution
49
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 DNS
resolver 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
Host Files Considerations

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
51
Domain Name System/Server (DNS)

Add as a Server Role
Server 2008
Server 2012
52

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
53

Dynamic Updates in a Domain
Only applies to Domain users
Dynamic Updates in a Workgroup

Applies to ALL users
54
Name Resolution & Domains

DNS Components
Components of the DNS Editor:
Forward Lookup Zone allows for
resolving a host name to an IP address
Reverse Lookup Zone allows for

resolving an IP address to a host name.
Some software applications will require
this for security, to make sure its
running from a certain machine.
Zones allows for the DNS database

to be split up and administered among
multiple DNS Servers
Resource Records The types of

entries in the database. Host (A)
records associate a host name with an
IP address.
DNS How does it work?

3 Does have the address for
www.acme.com in its cache
(IP address of Server D).
Passes the info back to server B
4 Passes along the info
Returned from server C, and

caches it for a while as well
C
5 Caches address
goes to server
D for www.acme.com
2 Does not have the
1 Needs to go www.acme.com .
Checks local DNS cache first if not found
Requests address from DNS Server B
www.acme.com in its DB.

Forwards the request to
another DNS Server (C)
56
DNS How does it work?
D
C
5 finds address in
Its cache then
goes to server
D for www.acme.com
B
1 Needs to go www.acme.com .
Checks local DNS cache
57
NetBIOS Name Resolution Order

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

NetBIOS name resolution is based on the Node Type
59
NetBIOS Node Type

Ipconfig /all
60
Users
Windows -- FactoryTalk -- SQL Users
Users, Users, Users

At least four sets of users
Domain Users
Workgroup Users
Domain Scope 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.
62
Windows Considerations
IIS
IIS (Internet Information Services)

IIS is a Role of the OS
Server 2008 R2
Server 2012 R2
64
FactoryTalk System & IIS ..

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
65
Internet Information Services (IIS)

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
66

IIS is not installed on by default.
IIS manager is accessed through Microsoft Management Console or
Administrative Tools in the Control Panel.
67
IIS Role example for FactoryTalk Metrics

Add Web Server (IIS)
Ensure that the following role services are installed for IIS
Common HTTP Features
Application Development
ASP .NET
.Net Extensibility
ISAPI Extensions
ISAPI Filters
Security
HTTP Redirection
Windows Authentication
Management Tools
IIS 6 Metabase Compatibility

IIS 6 WMI Computability
68

Application Pools
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.
69

Application Pools
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
70

Application Pools
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 software
needs to be modified
Please refer to knowledgebase for more details (117888, 111218, 449497,
460423, 477031, .)
71
DEP
Data Execution Prevention (DEP)

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
73
Data Execution Prevention (DEP)
74
Time Zone
Time Zone Consideration

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
76

Example FactoryTalk Historian SE Pre-Installation Tasks
Synchronize Time Settings on Historian System Computers

Times must be set correctly and synchronized with the FactoryTalk Historian
server on all machines that are part of the FactoryTalk Historian system.
All Windows machines must have the proper time-zone settings and are set
to 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 Time

Protocol (NTP) source.
The domain controller synchronizes all the other computers that are a part of
the FactoryTalk Historian system.
77

Example HistorianSE Pre-Installation Tasks
Disable the Windows time zone
The Windows time zone (TZ) environment variable adversely affects the Historian
server. 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.
78
Windows 32 and 64 Bit Considerations

Files, Registry and ODBC
Program Files
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".
80
Program Files --- Little More Details

Applications in the 'Program Files (x86)' folder use the Windows 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 are suffixed in the
Processes tab of the Task Manager with "*32" (e.g., iexplore.exe
*32; EXCEL.EXE *32).
81
Folders
ProgramData
The 'ProgramData' folder is a hidden system folder that is used to store
application program related 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
installed within 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.
82
Windows Registry
Managing 32-bit registry keys in a 64-bit Windows Operating System?
64-bit Program:
32-bit Program:
@HKEY_LOCAL_MACHINE\SOFTWARE\Rockwell Software
@HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Rockwell Software
References
http://suport.microsoft.com/kb/305097
RA Knowledgebase ID 507187
83
Windows Registry
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
84
ODBC DSN Considerations

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

accessed using 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.
85
ODBC DSN
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 to create a DSN by using Administrative Tools > Data
Sources (ODBC) on a 64 bit Operating System, it will open the 64-bit
system ODBC Data Source Administrator configuration GUI.
The 64 bit DSN GUI has no visual indication that it only relates to 64-bit.
86
ODBC DSN
64 Bit
32 Bit
87
Agenda
Best Practices
88
What is FactoryTalk?
A service oriented architecture
(SOA) that delivers value
through FactoryTalk-enabled
products
Reduces customer learning
curve and project engineering
time through commonality and
reuse
FactoryTalk System Design

Considerations
89
Common address
book Central
ofsecurity
Enterprise-wide
Centralized
Comprehensive
location Enterprise-wide
for record
of access toaccess to
resources
that are shared
Common software
license
real-time
real-time
manufacturing
alarms and events
warnings
anyand
changes
errors
made to
the
authority Services
for all
components
managementamong
for all FactoryTalk
products
information.
that require action.
generated
by the system.
system.
in the
system. manufacturing
enabled products
Required for FactoryTalk Products
(Confidential For Internal Use Only) Copyright 2007 Rockwell Automation, Inc. All rights reserved.
90
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 definitions
dont 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
91
FactoryTalk Security
FactoryTalk Security
FactoryTalk Security performs two critical tasks:

Authentication verifies a users identity and verifies that a
request for service originates with that user.
Authorization verifies a users request to access a software
product, feature, or system resource against a set of
defined access permissions.
FactoryTalk Security authenticates and authorizes users against

a set of defined permissions held in the FactoryTalk Directory.
92
FactoryTalk Directory Security

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.
Domain
You can use Windows-linked accounts that are managed and
authenticated by the Windows operating system
FactoryTalk Security provides separate permissions for accessing the
automation system.
93
FactoryTalk Administration Console
(Confidential For Internal Use Only) Copyright 2007 Rockwell Automation, Inc. All rights reserved.
Planning
Security
Networks
Availability
Defining
Installation
Configuration
Integration
Supporting
Diagnostics
94
Part of the FactoryTalk Services

Platform
Load FactoryTalk Services Platform on each computer
Choose which computer will Host the FactoryTalk Directory
Have all other computers join that FactoryTalk Directory
Computer A
Local
Computer B
Local
Global / Network
Computer C
Local
Global / Network
Global / Network
RNAServer
RNAServer
RNAServer
RNAClient
RNAClient
RNAClient
95
How does it work?
3 Does not have knowledge of
Tag ABC
DS
DS
4 Has knowledge of tag

ABC returns acknowledgement
FTD
5 Caches address
Goes to DS
D for Tag ABC value
HMI
A
2 Does not have the

1 Needs Tag ABC value
DS address. Ask known DS for
Checks for DS Address

Ask the FTD for the DS Address
knowledge of tag ABC
C or D
96
How does it work?
DS
DS
D
FTD
2 Finds address
In its local cache

Goes to DS
D for Tag ABC value
HMI
A
1 Needs Tag ABC value

Checks cache for DS Address
97
Agenda
Best Practices
98
Installing Rockwell Automation Software

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
99
Installing Rockwell Automation Software

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
Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 100
Starting a FactoryTalk Application

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
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
Files
System Image Backup
Previous Versions
System restore
FactoryTalk Directory and Applications
Backup
Restore
Backup, Backup and then Backup again

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
Questions?
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Operating Systems Considerations

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

Everybody Being SUCCESSFUL

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

An operating system (OS) is a collection of software that manages computer

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What are we Talking About

The OS plays a role in all 5 phases

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Choosing an Operating system

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Choosing an Operating system

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Choosing a Server Operating system

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Choosing a Compatible Database

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Choosing a FactoryTalk Services

Product Compatibility and Download Center (PCDC)

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Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

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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Processor (hard to upgrade)

Memory (RAM) (up gradable)

Hard Drive (up gradable)

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Server Operating Systems

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The base OS installation & configuration tasks are now separated

Servers offers a rich set of new and improved management and

Adding Roles and Features

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Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Windows Servers -- Manage & Maintain

In absence of proper maintenance,

Windows Servers -- Manage & Maintain

Virus Protection Considerations

The exclusion is to avoid random signature match incidents, potential performance

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Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

A General Installation Sequence

A General Installation Sequence

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Security Model Domain Vs. Workgroup

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Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.