FactoryTalk Batch View HMI Controls

Quick Start
FactoryTalk Batch View HMI Controls

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Table of contents
Chapter 1
FactoryTalk Batch View Additional resources............................................................................................... 5

HMI Controls
Chapter 2
Install the FactoryTalk Batch System requirements .............................................................................................. 8

View HMI Controls
Chapter 3
HMI Control common Common control methods ................................................................................... 9

functions Common control property settings ................................................................... 10
Configure the control properties using the Property Page............................ 12
Configure the control properties using the Property Panel .......................... 13
Configure the control to use VBA..................................................................... 14
Apply a filter using the BaseFilter property setting ........................................ 15
Diagnostic bar overview....................................................................................... 16
Chapter 4
BatchList Control Base Filter shortcuts for the BatchList Control .............................................. 19
Chapter 5
PromptSignatureList Control Base Filter shortcuts for the PromptSignatureList Control ......................... 21
Chapter 6
Full Control
Legal Notices ......................................................................................................... 24
Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 3

Chapter 1
FactoryTalk Batch View HMI Controls
The FactoryTalk® Batch View HMI Controls provide a means to monitor and
interact with the production process within a FactoryTalk View Site Edition (SE)
Display Client. The FactoryTalk Batch View HMI Controls consist of the
BatchList control, the PromptSignatureList control, and the Full control.
The BatchList control is used to create control recipes, view current control
recipes, and command a control recipe.
The PromptSignatureList control displays a list of prompts that are waiting to be

acknowledged and a list of electronic signatures associated with a batch that are
waiting for signoff.
The Full Control is used to see the entire FactoryTalk Batch View site.
See also
BatchList Control on page 19
PromptSignatureList Control on page 21
Full Control on page 23
Additional resources This document contains additional information concerning related Rockwell
Automation products.
Resource Description
FactoryTalk Batch View Quick Start Guide Use FactoryTalk Batch View to create, view, and
command control recipes. Also use FactoryTalk Batch
View to acknowledge prompts and signatures, view
equipment phases and diagnostic information, and view
profile information.

Chapter 2
Install the FactoryTalk Batch View HMI Controls
Access the Product Compatibility and Download Center (PCDC) to install the
FactoryTalk Batch View HMI Controls.
Log on to the targeted computer as an administrator user.
Important: You must be an administrator user on the target computer to install or

upgrade FactoryTalk Batch View HMI controls.
To install the FactoryTalk Batch View HMI Controls:
1. Double click the batch-controls-install.exe file.
2. In FactoryTalk Batch View HMI Controls Setup, to install the

FactoryTalk Batch View HMI Controls without logging, select Install now
and then go to step 3.
To install the FactoryTalk Batch HMI Controls with logging, select

Customize.
a. Select Logging.
b. Select Next.
c. Read the Security Reduction message and select I Accept.
d. Select Install.
3. Read the Rockwell Automation End User License Agreement and

choose to Accept the agreement.
4. When the installation is complete, reboot the computer to start to use the
FactoryTalk Batch View HMI Controls.
See also
System requirements on page 8

Chapter 2 Install the FactoryTalk Batch View HMI Controls
System requirements The FactoryTalk Batch View HMI Controls work within the system
requirements of all Rockwell Automation® software products.
Hardware requirements
The FactoryTalk Batch View HMI Controls do not have any specific hardware
requirements. It runs on any hardware platform that supports the required
software, either locally or on a virtual machine.
Ensure that all selected hardware is on the compatibility list of the operating
system that are listed in the Software requirements section.
Systems that do not meet the minimum requirements for the version of software
being used are not covered under warranty.
Software requirements
FactoryTalk Batch View HMI Controls requires the following software on the
host computer:
• Operating system
• 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)
• Rockwell Software
• FactoryTalk Batch View version 1.00 or higher
• FactoryTalk View Studio version 8.10 or higher
• FactoryTalk View Site Edition (SE) version 8.10 or higher
• FactoryTalk Services Platform version 2.74.00 or higher
• FactoryTalk Activation Manager version 4.00.01 or higher
• Adobe
• Acrobat Reader XI (11)
• Anti-virus software
• All Rockwell Software products in this release have been tested using
the latest anti-virus software.
8 Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016

Chapter 3
HMI Control common functions
The BatchList Control, the PromptSignatureList Control, and the Full

Control use common methods and property settings.
In FactoryTalk View Studio, configure the control properties using the Property
Page or the Property Panel, then configure the control to use VBA.
See also
Common control methods on page 9
Common control property settings on page 10
Configure the control properties using the Property Page on page 12
Configure the control properties using the Property Panel on page 13
Configure the control to use VBA on page 14
Common control methods The BatchList Control, the PromptSignatureList Control, and the Full Control
use the Connect method during runtime.
Method Description
Connect Connects the FactoryTalk Batch View HMI Controls to the
FactoryTalk Batch server specified by the Node and Port
property settings.
Tip: If the Node and Port settings are changed in runtime, to ensure that there is a
connection to the new property settings, always reconnect.
See also

Chapter 3 HMI Control common functions
Common control property In a FactoryTalk View SE Display Client, configure these Property Page or
Property Panel properties for the BatchList Control, PromptSignatureList
settings Control, and the Full Control.
Property name Description Run-time Design-time Value type

BaseFilter Sets a filter that is applied to the control. Read/Write Read/Write String
• In the BatchList Control, the BaseFilter
applies to the batch list only.
• In the PromptSignatureList Control, the
BaseFilter applies to the prompt signature
list only.
• In the Full Control, the BaseFilter applies
to the batch list, the prompt signature list,
and the equipment view.
For the Full Control, the BaseFilter does
not apply to:
• Master Recipes during Add
Batch.
• Container Selection in a
Material Binding Prompt.
ControlType Choose the type of control that is rendered Read only Read/Write Enumeration
when the control is added to the FactoryTalk • 0 - Full (default)
View SE display window.
• 1 - PromptSignatureList
• 2 - BatchList
EnableCommand Enables or disables the ability to add and Read/Write Read/Write Boolean
command batches or acknowledge prompts. • 0 - Disabled
The FactoryTalk Batch View security • 1 - Enabled (default)
authorization policies may affect the
EnableCommand for users who are not
FactoryTalk administrators. Refer to the
Security for FactoryTalk Batch commands
section in the FactoryTalk Batch View Quick Start
Guide, publication number FTBVS-QS001.

HMI Control common functions Chapter 3
Node The computer on which the FactoryTalk Batch Read/Write Read/Write String
server and FactoryTalk Batch View are installed.
The Node property accepts valid string names
that are case insensitive or valid IP addresses of
the server machine.
The following rules apply for a string node
property value.
The value:
• Cannot begin with or contain http, https,
www or ftp anywhere in the value.
• Cannot be all numeric characters.
• Cannot contain the following characters:
backslash (\), forward slash (/), colon (:),
semi-colon (;).
For optimal performance, be sure to:
• Enter the FactoryTalk Batch View machine's
fully qualified domain name for the
FactoryTalk Batch View HMI Control's Node
property. For example, instead of setting the
Node property to <MachineName>, set it
to <MachineName.DomainName.com>.
• Follow the instructions in the HTTPS
certificates section in the FactoryTalk Batch
View Quick Start Guide, publication number
FTBVS-QS001, to accept the self-signed
certificate.
Port The value assigned to the FactoryTalk Batch Read/Write Read/Write Integer
View port during installation of FactoryTalk Default value: 443
Batch View. The default port value is 443. Other
valid port values are from 1024 through 32767.
ShowFilterBar Shows or hides the filter bar in runtime. This Read/Write Read/Write Boolean
setting does not impact the BaseFilter setting. • 0 - Hidden
• 1 - Shown (default)
Language Sets the ISO 639 language code in which the Read/Write Read/Write String
content is shown. The default value is EN. The Default value: EN
language name code is case insensitive.
See also

Configure the control To configure the BatchList Control, the PromptSignatureList Control, and
the Full Control to communicate with FactoryTalk Batch View, customize the
properties using the settings in the Property Page for the control.
Property Page
Before you begin:
• Open FactoryTalk View Studio.

• Open a display that contains the FactoryTalk Batch View HMI Control.
To configure the control properties using the Property Page:
1. Double-click the FactoryTalk Batch View HMI Control in the display

window.
2. In Type, select the control.
• 0 - Full
• 2 - BatchList
3. In Node, enter the physical computer on which the FactoryTalk Batch

server and the FactoryTalk Batch View server is installed.
4. In Port, enter the port through which the FactoryTalk Batch View server is
configured to receive communication.
5. (optional) Select the Show Filter Bar option to display the filter bar during
FactoryTalk View SE run-time.
6. (optional) Select the Enable Command option.
• In the BatchList Control, this option enables the ability to create and
command batches during FactoryTalk View SE run-time.
• In the PromptSignatureList Control, this option enables the ability to
respond to prompts, such as to enter parameter values and to
acknowledge prompts, and also enables the ability to sign-off on
electronic signatures.
• In Full Control, this option enables these abilities for batches and
prompts.
7. (optional) Enter an expression in Base Filter to limit the items shown

during FactoryTalk View SE run-time.
8. (optional) Enter a language name code in Language to change the language

in which the control content is shown.

9. Select Apply, then select OK.
10. In the FactoryTalk View SE toolbar, select Save.
See also
Configure the control To configure the BatchList Control, the PromptSignatureList Control, and
the Full Control to communicate with FactoryTalk Batch View, customize the
properties using the settings in the Property Panel for the control.
Property Panel
Before you begin:

To configure the control properties using the Property Panel:
1. Right-click the FactoryTalk Batch View HMI Control in the display

window.
2. Select Property Panel.
3. In Type, select the control.
• 0 - Full
• 2 - BatchList
4. In Node, enter the physical computer on which the FactoryTalk Batch

server and the FactoryTalk Batch View server is installed.
5. In Port, enter the port through which the FactoryTalk Batch View server is
configured to receive communication.
6. (optional) Select True for the ShowFilterBar option to display the filter
bar during FactoryTalk View SE run-time.
7. (optional) Select True for the EnableCommand property option.

• For the BatchList Control, to enable the ability to create and

command batches during FactoryTalk View SE run-time.
• For the PromptSignatureList Control, to enable the ability to respond
to prompts, such as to enter parameter values and to acknowledge
prompts, and also to enable the ability to sign-off on electronic
signatures.
• In Full Control, this option enables these abilities for batches and
prompts.
8. (optional) Enter an expression in Base Filter to limit the items shown

during FactoryTalk View SE run-time.
9. (optional) Enter a language name code in Language to change the language

in which the control content is shown.
10. Close the Property Panel window.
11. Select Save.
See also
Configure the control to To configure the BatchList Control, the PromptSignatureList Control, and
the Full Control to use VBA, customize the ExposeToVBA setting in the
use VBA Property Panel.
Before you begin:

To configure the control to use VBA:
1. In the display window, right click the control.
2. Select Property Panel.
3. In ExposeToVBA, select VBA Control to use VBA for scripting.
4. Close the Property Panel window.

5. Select Save.
See also
Apply a filter using the Use the BaseFilter property setting to display in the FactoryTalk Batch View
HMI Control only those items that match while in the run-time FactoryTalk
BaseFilter property setting View SE Display Client. The base filter icon is only shown in the FactoryTalk
View SE Display Client if a base filter is in use. If there is a syntax error in the filter
string, the base filter icon is yellow instead of white. If you click the base filter icon,
the syntax error is shown.
To apply a filter using the BaseFilter property setting:
1. Open a FactoryTalk View Studio display that contains a FactoryTalk Batch

View HMI control.
2. Open the Property Page or Property Panel for the user control.
a. To use the Property Page, double click the user control in the
FactoryTalk View SE display.
b. To use the Property Panel, right click the user control in the
FactoryTalk View SE display and select Property Panel.
3. Start typing a search statement in the Base Filter box.
• Use these operators and filters to narrow the results.

To filter on: Use this operator: Example:
Two or more keywords AND (all capital letters) vanilla AND speed returns a list of
items that include the strings vanilla and speed.
One of several keywords OR (all capital letters) vanilla OR speed returns a list of items
that include the strings vanilla or speed.

Exact keywords " " (quotation marks) "high limit" returns a list of items that
include the string high limit. Quotation marks indicate the
beginning and end of an exact phrase. The search only
returns matches when a phrase is identical to the phrase
within the quotation marks.
A space between filters is an implicit AND. For example, someString

someString2 is the same as someString AND someString2.
A filter statement:
• Can contain parentheses (and) to change the order of operation. You

cannot use parentheses within a search string.
• Can contain more than one AND or OR, and any combination of
AND and OR operators.
• Does not need to specify filter shortcuts.
Important: You cannot use the type filter shortcut with the BaseFilter property.
4. Select Apply, then OK.
5. In the FactoryTalk View SE toolbar, select Save.
See also
Base Filter shortcuts for the BatchList Control on page 19
Base Filter shortcuts for the PromptSignatureList Control on page 21
Diagnostic bar overview The diagnostic bar provides status information when viewing the BatchList
Control or the PromptSignatureList Control in a FactoryTalk View SE Display
Client.
Item Description
Return to the Home page to view the list of items.
View the item count notification for the control type in the
display window. If a base filter has been applied, the item count
is the number of items after the filter was applied. If there is a
syntax error in the base filter, the item count remains
unchanged from the unfiltered list.

View the configured base filter value. The base filter icon is only
shown if a base filter is in use.
The name of the control type in the display window.
The domain and account name information for the logged in

user.
The current status of the FactoryTalk Batch server's associated
data servers and the FactoryTalk Batch Material server.
Provides access to the online help.
See also

Chapter 4
BatchList Control
The BatchList Control is used to create control recipes, view current control
recipes, and command a control recipe. Once a control recipe is created, it displays
in the BatchList until it is removed by the operator, or when the FactoryTalk
Batch server is restarted with a cold boot.
To access the BatchList Control, place the control into a FactoryTalk View
Studio Display Client.
Consult your system administrator for information on using this option.
See also
Base Filter shortcuts for the Use these shortcuts to filter the list of control recipes in the BatchList control
running in a FactoryTalk View SE Display Client.
BatchList Control
• Enter a keyword in BaseFilter. Filter text can contain alphanumeric
characters, symbols, full words, fragments of a word, or a single letter or
number.
• Combine operators and filters. For example: units:MIXER1 AND
recipe:vanilla.

Chapter 4 BatchList Control
Filters
Use one or more Control recipe filters for the Base Filter to narrow the results.
To filter on: Enter this filter or shortcut: Example:
Description: one or more words or description: description:enabled

part of a word desc: desc:enabled
d: d:enabled
Name of a recipe recipe: recipe:recipename
r: r:recipename
Batch ID batchid: batchid:batchname
b: b:batchname
Units units: units:unitname
u: u:unitname
State state: state:statename
s: s:statename
See also
Apply a filter using the BaseFilter property setting on page 15

Chapter 5
PromptSignatureList Control
The PromptSignatureList control displays a list of prompts that are waiting to be

acknowledged and a list of electronic signatures associated with a batch that are
waiting for signoff.
Prompts alert the operator to requests. A control recipe cannot complete

execution until the pending prompts are acknowledged with the requested
value(s) or requests for additional information.
Signatures are requests for signoffs that require user permissions and optional
comments. When a signature is generated against a batch, acknowledge the
signature by completing the associated signoffs. A control recipe cannot complete
execution until the associated signoffs are completed.
To use the PromptSignatureList user control, place the control within a

FactoryTalk View Studio Display Client. Consult the system administrator for
information on using this option.
See also
Base Filter shortcuts for the Use these shortcuts to filter the list of prompts and signatures in the
PromptsSignatureList control running in a FactoryTalk View SE Display Client.
PromptSignatureList
Control • Enter a keyword in Base Filter. Search text can contain alphanumeric
characters, symbols, and can be full words, fragments of a word, or a single
letter or number.
• Combine operators and filters. For example: description:deviation
AND recipe:vanilla.

Chapter 5 PromptSignatureList Control
Filters
Use one or more Control recipe filters for the Base Filter to narrow the results.
To filter on: Enter this filter or shortcut: Example:
One or more words or part of a word description: description:enabled

in the description desc: desc:enabled
d: d:enabled
Name of a recipe recipe: recipe:recipename
r: r:recipename
Name of a unit units: units:unitname
u: u:unitname
Name of a phase phases: phases:phasename
p: p:phasename
Name of a process cell processcells: processcells:proces
pc: scellname
pc:processcellname
See also
Apply a filter using the BaseFilter property setting on page 15

Chapter 6
Full Control
The Full control displays the entire FactoryTalk Batch View site, so an operator
can interact with the entire FactoryTalk Batch View site within a single HMI
control in a FactoryTalk View SE Display Client.
Use the Full control to create, view, and command control recipes, acknowledge
prompts and signatures, view equipment phases and diagnostic information, and
view profile information. The Full control has some differences from viewing the
BatchList Control or PromptSignatureList Control individually.
• The FactoryTalk Batch View navigation bar is shown instead of the

Diagnostic Bar.
• The BaseFilter property setting applies to Batches, Prompts, and
Equipment in the FactoryTalk Batch View.
• The counts shown for Batches and Prompts are affected by usage of the Base
Filter.
• The user profile Language in the Full Control overrides the Language
property setting in the Property Page or Property Panel.
To use the Full control, place the control within a display in FactoryTalk View SE.
See also
Base Filter shortcuts for the BatchList Control on page 19

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prohibited. Please refer to the license agreement for details.
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You can view the Rockwell Automation End-User License Agreement ("EULA")
by opening the License.rtf file located in your product's install folder on your hard
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Chapter 6 Full Control
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Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016
Paulette M. Tiggs Copyright © 2016 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.

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Labels may also be on or inside the equipment to provide specific precautions.

FactoryTalk Batch View Additional resources............................................................................................... 5

Install the FactoryTalk Batch System requirements .............................................................................................. 8

HMI Control common Common control methods ................................................................................... 9

Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 3

FactoryTalk Batch View HMI Controls

The PromptSignatureList control displays a list of prompts that are waiting to be

BatchList Control on page 19

PromptSignatureList Control on page 21

Full Control on page 23

Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 5

Install the FactoryTalk Batch View HMI Controls

Log on to the targeted computer as an administrator user.

Important: You must be an administrator user on the target computer to install or

To install the FactoryTalk Batch View HMI Controls:

1. Double click the batch-controls-install.exe file.

2. In FactoryTalk Batch View HMI Controls Setup, to install the

To install the FactoryTalk Batch HMI Controls with logging, select

c. Read the Security Reduction message and select I Accept.

3. Read the Rockwell Automation End User License Agreement and

System requirements on page 8

Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 7

8 Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016

HMI Control common functions

The BatchList Control, the PromptSignatureList Control, and the Full

Common control methods on page 9

Common control property settings on page 10

Configure the control properties using the Property Page on page 12

Configure the control properties using the Property Panel on page 13

Configure the control to use VBA on page 14

BatchList Control on page 19

PromptSignatureList Control on page 21

Full Control on page 23

Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 9

Property name Description Run-time Design-time Value type

10 Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016

BatchList Control on page 19

PromptSignatureList Control on page 21

Full Control on page 23

Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016 11

• Open FactoryTalk View Studio.

To configure the control properties using the Property Page:

1. Double-click the FactoryTalk Batch View HMI Control in the display

2. In Type, select the control.

3. In Node, enter the physical computer on which the FactoryTalk Batch

6. (optional) Select the Enable Command option.

7. (optional) Enter an expression in Base Filter to limit the items shown

8. (optional) Enter a language name code in Language to change the language

12 Rockwell Automation Publication BATCH-QS001A-EN-D - August 2016

9. Select Apply, then select OK.

10. In the FactoryTalk View SE toolbar, select Save.

Configure the control properties using the Property Panel on page 13

Configure the control to use VBA on page 14

• Open FactoryTalk View Studio.

To configure the control properties using the Property Panel:

1. Right-click the FactoryTalk Batch View HMI Control in the display

2. Select Property Panel.