MANUAL STUDIO 5000 - Arch-Gr001 - En-E

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Studio 5000 Architect

Getting Results Guide

Getting Results Guide Original Instructions


Studio 5000 Architect Getting Results Guide

Important User Information


Read this document and the documents listed in the additional resources section about installation, configuration, and
operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize
themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to
be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be
impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use
or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for
actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software
described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is
prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to
personal injury or death, property damage, or economic loss.

ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.
Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.

IMPORTANT Identifies information that is critical for successful application and understanding of the product.

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


SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
temperatures.

ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash
will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and
for Personal Protective Equipment (PPE).

2 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Studio 5000 Architect Getting Results Guide

Summary of changes
This manual includes new and updated information. Use these reference tables to locate changed information.
Grammatical and editorial style changes are not included in this summary.

New or enhanced features


This table contains a list of topics changed in this version, the reason for the change, and a link to the topic that
contains the changed information.
Topic Name Reason
New Controller Graphic on page 35 Added rule changes of 1768/1769 CompactLogix controller multiple bank slots.
Common module configuration errors on Added error message and solution for module configuration failure.
page 88
Errors during commit and update on page Added error message and solution for commit operation failure.
106

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Table of Contents

Chapter 1
About Studio 5000 Architect Hardware Diagram .................................................................................... 12
software Project Explorer ......................................................................................... 12
Toolbox ....................................................................................................... 13
Add, import, and remove components ..................................................... 15

Chapter 2
Install and activate Studio 5000 System requirements ................................................................................ 17
Architect software Install Studio 5000 Architect software..................................................... 18
Activate Studio 5000 Architect software .................................................. 19

Chapter 3
Create, open, save, and close Studio 5000 Architect projects.................................................................. 21
projects Create a project ......................................................................................... 22
Open a project ............................................................................................23
Save a project ............................................................................................. 24
Close a project ............................................................................................ 24
Project Update ........................................................................................... 24

Chapter 4
Add hardware diagrams Optimize Network Layout ........................................................................ 27
Add a hardware diagram .......................................................................... 28
Open a hardware diagram ........................................................................ 28
Navigate a hardware diagram .................................................................. 28
Show or hide the grid ................................................................................ 29
Enable or disable snap to grid .................................................................. 29
Close a hardware diagram ........................................................................ 29
Remove a hardware diagram.................................................................... 30
Diagram Overview .................................................................................... 30
Hardware Diagram ................................................................................... 30

Chapter 5
Add new components Add 1756 ControlLogix hardware .............................................................. 33
Add a 1756 ControlLogix chassis ......................................................... 33
Add a 1756-L6x or L7x ControlLogix controller .................................. 34
Add a 1756-L8x ControlLogix controller ............................................. 35
New Controller Graphic....................................................................... 35
Add 176x/5069 CompactLogix hardware................................................... 37
Add a 1768-L4x CompactLogix controller ........................................... 37
Add a 1769-L1x CompactLogix controller........................................... 38
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Table of Contents

Add a 1769-L23x CompactLogix controller ........................................ 38


Add a 1769-L24x or L27x CompactLogix controller ............................39
Add a 1769-L3x CompactLogix controller .......................................... 40
Add a 5069-L3x CompactLogix controller .......................................... 41
Add a 5069-AEN2TR communication module ................................... 41
Add an expansion slot ......................................................................... 42
New Controller Graphic...................................................................... 42
New 5069-AEN2TR Graphic ................................................................ 43
Add modules ...............................................................................................44
Add a module ........................................................................................44
About unsupported modules ...............................................................45
Add Kinetix servo drives ............................................................................45
Add a Kinetix servo drive .................................................................... 46
New Servo Drive Graphic ................................................................... 46
Add PowerFlex drives .................................................................................47
Add a PowerFlex drive .........................................................................47
New PowerFlex Graphic ..................................................................... 48
Add PanelView Plus and MobileView graphic terminals ....................... 48
Add a PanelView Plus graphic terminal ............................................ 48
Add a MobileView graphic terminal .................................................. 49
New PanelView Plus Graphic ............................................................. 50
New PanelView Plus Project ............................................................... 50
New MobileView Graphic .................................................................... 51
New MobileView Project ..................................................................... 51
PanelView Plus Properties settings .................................................... 51
MobileView Properties settings ......................................................... 52
Add computers........................................................................................... 52
Add a computer ................................................................................... 52
New Computer Graphic....................................................................... 53
Add visualization stations and servers ..................................................... 53
Add a FactoryTalk View Site Edition Station ..................................... 53
Add a FactoryTalk View Machine Edition Station .............................54
Add a FactoryTalk View Site Edition Server Project.......................... 55
Add a FactoryTalk Linx Server Project................................................56
Add a Tag Alarm and Event Server project ........................................ 57
New Site Edition Project .................................................................... 58
New Machine Edition Station Project ................................................59
New Tag Alarm and Event Server Project ..........................................59
New FactoryTalk Linx Server Project .................................................59
FactoryTalk View Site Edition Project settings ................................ 60
FactoryTalk View Machine Edition Project settings ......................... 61
Tag Alarm and Event Server General settings ................................... 61

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Table of Contents

Tag Alarm and Event Server Priorities settings ............................... 62


FactoryTalk Linx Server General settings ......................................... 62
FactoryTalk Linx Server Alarms and Events settings ........................63

Chapter 6
Import existing components Import a controller project from a file .....................................................65
Import a controller project from an online controller ........................... 66
Import a FactoryTalk View application from a file ..................................67
Select Online Controller to Import ...........................................................67
Choose Matching Controller Configuration File .................................... 68
Confirm Update Changes ......................................................................... 68
Add Existing FactoryTalk View Project ................................................... 69

Chapter 7
Add networks Add a managed Ethernet switch ............................................................... 71
Add an unmanaged Ethernet switch ....................................................... 72
Add a Generic switch................................................................................. 72
Add a network trunk .................................................................................. 73
Connect Ethernet components ................................................................. 73
Connect components to a network trunk ................................................74
Add an Ethernet Tap ..................................................................................74
New Generic Switch Graphic ....................................................................74
Switch Configuration................................................................................. 75

Chapter 8
Add relationships and tags About ownership relationships ................................................................. 77
About producer/consumer relationships .................................................79
About shortcuts .......................................................................................... 81
Add an ownership relationship ................................................................ 83
Add a producer/consumer relationship................................................... 83
Add a shortcut ............................................................................................ 84
Add a produced and consumed tag.......................................................... 85
Add a point tag........................................................................................... 86
Add an axis tag........................................................................................... 86
Edit a produced and consumed tag ......................................................... 87
Edit a shortcut ........................................................................................... 87
Common module configuration errors ................................................... 88
Ethernet node limitations ........................................................................ 88
Configure Module ..................................................................................... 89
Produce/Consume Tags ............................................................................ 90
Consumer Tag ............................................................................................ 91
Producer Tag ............................................................................................... 91
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Table of Contents

I/O Aliases .................................................................................................. 92


Communications ........................................................................................93
Add New or Modify Existing Shortcut......................................................93

Chapter 9
Customize a hardware diagram Add a graphic..............................................................................................95
Add a file .....................................................................................................95
Add a text box ............................................................................................ 96
Add a shape ................................................................................................ 96
Add a link ....................................................................................................97
Text Box Properties ....................................................................................97
Supported graphic formats .......................................................................97
Element Properties.................................................................................... 98

Chapter 10
Commit and update hardware Commit a hardware diagram................................................................... 99
diagrams Update a hardware diagram .................................................................. 100
Update a hardware diagram with an online controller ........................ 101
Commit a single project ...........................................................................102
Update a single project ............................................................................ 103
Output ....................................................................................................... 103
Select Online Controller to Update ......................................................... 104
Auto Find Matching Controller ............................................................... 105
Choose Matching Controller Configuration File ................................... 105
Errors during commit and update .......................................................... 106
FactoryTalk View commit validation rules ............................................. 107
Shortcut commit validation rules ........................................................... 107

Chapter 11
Create and use libraries Create a new library ................................................................................. 109
Rename a library ...................................................................................... 110
Import a library ........................................................................................ 110
Delete a library ........................................................................................... 111
Export a library .......................................................................................... 111
Export part of a library ............................................................................. 112
Create a new folder .................................................................................. 112
Rename a folder .........................................................................................113
Delete a folder ............................................................................................113
Add a component to a library .................................................................. 114
Import a component to a library ............................................................. 115
Copy library components from Studio 5000 Architect software to Logix
Designer software .................................................................................... 115
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Table of Contents

Copy library components from Studio 5000 Architect software to


FactoryTalk View Studio software .......................................................... 116
Rename a component .............................................................................. 116
Delete a component ..................................................................................117
View component properties .....................................................................117
Replace an AOI in the current project .....................................................117
Show references to AOIs and UDTs ........................................................ 118
Toolbox ...................................................................................................... 119
Create New Library ..................................................................................120

Chapter 12
Search and print project View relationships ................................................................................... 121
information Print a hardware diagram ....................................................................... 122
Search a project ........................................................................................ 122
Print search results................................................................................... 122
Filter the Toolbox...................................................................................... 123
Find ............................................................................................................ 123
Find Results .............................................................................................. 123
Print Preview ............................................................................................ 124

Chapter 13
Set Studio 5000 Architect Project Settings ........................................................................................ 127
options Hardware Diagram .................................................................................. 128
User Prompts............................................................................................ 129
Libraries .................................................................................................... 130

Appendix A
Log on, log off, and set security Studio 5000 Architect software and FactoryTalk Security Single Sign-
policies On ...............................................................................................................131
Log on to FactoryTalk .............................................................................. 132
Change the logged on user account ........................................................ 132
Change a password .................................................................................. 133
Log off Studio 5000 Architect software .................................................. 133
Set FactoryTalk Directory permissions .................................................. 134
Set Studio 5000 Architect permissions .................................................. 134
Set Logix Designer permissions .............................................................. 135
Set FactoryTalk View SE permissions..................................................... 136
Set FactoryTalk View ME permissions ................................................... 136
Studio 5000 Architect Feature Security policies .................................... 137
Required Studio 5000 Architect permissions ........................................ 137
Required Logix Designer policies and permissions for Studio 5000
Architect software .................................................................................... 138
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Required FactoryTalk View SE permissions for Studio 5000 Architect


software ..................................................................................................... 139
Required FactoryTalk View ME permissions for Studio 5000 Architect
software ..................................................................................................... 139
Log on to FactoryTalk ............................................................................... 140
Legal Notices Legal Notices ............................................................................................ 141
Index

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Chapter 1

About Studio 5000 Architect software

Studio 5000 Architect® software is a tool for creating the basic I/O and
communication configurations for automation systems. Use the visual editing
system in Studio 5000 Architect software to rapidly assemble and connect
control hardware, I/O modules, and visualization devices.
Use Studio 5000 Architect software to create and import ControlLogix®,
CompactLogix™, Compact I/O™, FLEX™ I/O, FLEX Ex™, POINT I/O™,
GuardLogix®, Kinetix®, and PowerFlex® controllers, modules, and drives. Edit
chassis positions, firmware settings, I/O aliases, and network configurations
in Studio 5000 Architect software. Launch Studio 5000® Logix Designer
software to edit program logic and advanced configurations.
Studio 5000 Architect can also create and import FactoryTalk® View Site
Edition and FactoryTalk View ME visualization projects, including
PanelView™ Plus graphic terminals, MobileView™ graphic terminals,
FactoryTalk® Linx™ and FactoryTalk Alarms and Events servers. Edit screen
resolution, areas, shortcuts, and network configuration in Studio 5000
Architect. Launch FactoryTalk® View Studio to edit application screens and
program logic.
Connect components using ControlNet™ network trunks or EtherNet/IP™
networks using generic or Stratix™ switches. Once connected, configure
ownership relationships, producer/consumer relationships, and shortcuts so
that devices share tags across the network.
Studio 5000 Architect can import components from EPLAN® or Integrated
Architecture® Builder and export components to EPLAN. Custom components
such as Add-On Instructions (AOI), User-Defined Types (UDT), Displays,
Global Objects, and Images can be exchanged between Logix Designer
software, FactoryTalk View Studio software, and the Rockwell Automation
Process Library.
Import automation system data into Studio 5000 Architect and export out of
Studio 5000 Architect using OWL (.rdf), AML (.aml), XML (.xml) files.

See also
Install and activate Studio 5000 Architect software on page 17
Create, open, save, and close projects on page 21

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Chapter 1 About Studio 5000 Architect software
Add hardware diagrams on page 27
Add new components on page 33
Add relationships and tags on page 77

Hardware Diagram How do I open Hardware Diagram?


• In Project Explorer, expand the Devices folder, then select a hardware
diagram.
Use Hardware Diagram to view and organize components that are added to a
Studio 5000 Architect project. If multiple hardware diagrams are open
simultaneously, switch between them using the tabs at the top of Hardware
Diagram.
A large hardware diagram can exceed the display area in Hardware Diagram.
Use the scroll bars or Diagram Overview to navigate to a section of a
hardware diagram.

See also
Add a hardware diagram on page 28
Open a hardware diagram on page 28
Diagram Overview on page 30

Project Explorer How do I open Project Explorer?


• From the View menu, select Project Explorer.

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Chapter 1 About Studio 5000 Architect software
Use Project Explorer to view or edit the contents of a Studio 5000 Architect
project.

Item Name Description


FactoryTalk View applications An alphabetical list of FactoryTalk View applications associated with this Studio 5000 Architect project. If
Arrange Projects by Hardware Diagram is enabled, projects are grouped by hardware diagram (shown).
Logix Designer projects An alphabetical list of Logix Designer projects associated with this Studio 5000 Architect project, grouped
by hardware diagram.
Devices An alphabetical list of devices in this Studio 5000 Architect project, grouped by hardware diagram.
Components An alphabetical list of hardware components added to a hardware diagram, such as chassis, controllers,
modules, computers, PanelView Plus and MobileView terminals.

See also
Add, import, and remove components on page 15

Toolbox How do I open Toolbox?


• From the View menu, select Toolbox.
Use Toolbox to view default hardware components or add, remove, and
manage custom libraries. Drag components from the Toolbox to a Hardware
Diagram to add components to a project.

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Chapter 1 About Studio 5000 Architect software
Components shown in gray are either unsupported in Studio 5000 Architect
software or require a version of Logix Designer software that is not installed
on the system.

The Toolbox sections are:


Item Name Description
Filter Enter a catalog number or name to show matching Logix Designer, FactoryTalk View Studio, and library
components.
Product Catalog A list of Logix Designer and FactoryTalk View Studio components that can be added to a hardware diagram.
Libraries A list of libraries containing components that can be added to a hardware diagram or a Logix Designer or
FactoryTalk View Studio project.

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Chapter 1 About Studio 5000 Architect software

See also
Filter the Toolbox on page 123
Add, import, and remove components on page 15
Create a new library on page 109
Import a library on page 110

Add, import, and remove A Studio 5000 Architect project contains one or more components. Each
component represents a hardware device, software project, visualization
components server, or document. Components appear in Hardware Diagram and Project
Explorer.
Add components from a library or import from a file or online controller.
Once part of a project, connect components to networks and configure
relationships to share tags and control an automation system.
Components that are no longer in use can be removed from a project.

See also
Add 1756 ControlLogix hardware on page 33
Add modules on page 44
Add PanelView Plus and MobileView graphic terminals on page 48
Add visualization stations and servers on page 53

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Chapter 2

Install and activate Studio 5000 Architect


software

Install and activate Studio 5000 Architect software on a computer that meets
the system requirements to begin designing automation systems.

See also
System requirements on page 17
Install Studio 5000 Architect software on page 18
Activate Studio 5000 Architect software on page 19

System requirements To run Studio 5000 Architect software version 5.00.00, the host computer
must meet the hardware, software, and firmware requirements. For the latest
compatibility information, refer to the Product Compatibility and Download
Center.

Hardware requirements
Studio 5000 Architect software requires the following hardware:
• Intel® Core 2 Duo, 2.8 Ghz processor
• 1 GB of memory
• 16 GB free hard disk space
• 1024x768, True color graphics device

Software requirements
Studio 5000 Architect software requires the following operating systems:
• Windows® 10 Professional (64-bit)
• Windows 10 Enterprise (64-bit)
• Windows Server® 2019 Standard
• Windows Server® 2019 Datacenter
• Windows Server 2016 Standard
• Windows Server 2016 Datacenter
• Windows Server 2012 Standard
• Windows Server 2012 Datacenter

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Chapter 2 Install and activate Studio 5000 Architect software
• Windows Server 2012 R2 Standard
• Windows Server 2012 R2 Datacenter
* See Studio 5000 Architect Release Notes for anomalies.
Studio 5000 Architect software is compatible with these Rockwell Automation
products:
• FactoryTalk® Services Platform version 3.00.00 and 6.20.00
• FactoryTalk® Activation Manager version 4.04
• RSLogix 5000® version 20.00.00
• Logix Designer versions 21.03.01, 23.00.00, and 24.00 through 33.00.00
• FactoryTalk View versions 8.10.00 through 12.00.00
• FactoryTalk® Alarms and Events versions 2.74.00 through 6.20.00
• RSLinx® Enterprise version 5.74.00 through 5.90.00
• RSLinx® Classic version 4.12.00
• FactoryTalk® Linx™ version 6.20.00

Firmware requirements
Studio 5000 Architect software does not have any firmware requirements.
Hardware and software products used in Studio 5000 Architect projects
might place limits on firmware versions. Read the release notes for each
product in the FactoryTalk system to determine firmware limitations.

See also
Product Compatibility and Download Center

Install Studio 5000 Install Studio 5000 Architect software on a computer that meets the system
requirements to begin designing automation systems.
Architect software

To install Studio 5000 Architect software:


1. Log on to the computer as a user with administrative privileges.
2. Run Setup.exe to start the Studio 5000 Architect installation program.
3. In Setup, select an installation option:
• Install now: Installs Studio 5000 Architect components using the
recommended settings.
• Customize: Select which Studio 5000 Architect components to
install, then select Install.
4. In End User License Agreements, read the license agreements, then
select an option:
• Accept all: Accept terms of all license agreements and continue
installation.

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Chapter 2 Install and activate Studio 5000 Architect software
• Decline: Decline terms of all license agreements and cancel
installation.
5. When installation is complete, select Finish.

See also
System requirements on page 17
Activate Studio 5000 Architect software on page 19

Activate Studio 5000 Studio 5000 Architect software is copy protected and must be activated using
FactoryTalk Activation Manager software. When starting Studio 5000
Architect software Architect software, FactoryTalk Activation Manager software verifies its
activation is valid. If Studio 5000 Architect software was not yet activated, use
the software for a seven-day grace period with full functionality. If the grace
period ends and Studio 5000 Architect software was not successfully
activated, Studio 5000 Architect software does not start and an error is logged
to FactoryTalk® Diagnostics.
If unable to complete the activation process from the computer where Studio
5000 Architect software is installed, obtain an activation from the Rockwell
Automation Activation web site.

See also
Rockwell Automation Activation web site
Legal Notices on page 141

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Chapter 3

Create, open, save, and close projects

Use the Studio 5000® Launcher to create or open a Studio 5000 Architect
project. After designing an automation system, save and close the project.

See also
About projects on page 21
Create a project on page 22
Open a project on page 23

Studio 5000 Architect Studio 5000 Architect projects are saved as a project file (.ADL) and a project
folder containing related files. Studio 5000 Architect projects are composed of
projects Hardware Diagrams and Components.

Hardware Diagrams
A hardware diagram is a collection of hardware, software, and reference
components that represent an automation system. Creating a new Studio
5000 Architect project adds a hardware diagram automatically.
Hardware diagrams are displayed in Hardware Diagram and under the
Projects and Devices folders in Project Explorer. As hardware diagrams are
added, removed, and renamed, the corresponding folders in Project Explorer
are added, removed, and renamed.

Components
Components are added to a hardware diagram to represent part of an
automation system.
There are three types of components: hardware components, software
components, and reference components.
Hardware components represent physical hardware, such as controllers,
modules, computers, visualization devices, and networks. Hardware
components are displayed in Hardware Diagram and in Project Explorer
under Devices. Hardware components are stored as part of the Studio 5000
Architect project file.

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Chapter 3 Create, open, save, and close projects
Software components represent Logix Designer and FactoryTalk View
applications that run on hardware components. Software components are
only shown in the Project Explorer tree under the Projects folder. Software
components are stored as Logix Designer (.ACD) files and FactoryTalk View
Studio project folders under the Studio 5000 Architect project folder. Edit the
project files and folders using Logix Designer and FactoryTalk View Studio.
Changes made to software components in Studio 5000 Architect projects do
not automatically show in Logix Designer projects or FactoryTalk View
applications. Similarly, changes made to Logix Designer projects or
FactoryTalk View applications do not automatically show in Studio 5000
Architect projects. To push changes from Studio 5000 Architect projects,
commit the Studio 5000 Architect project. To pull changes from Logix
Designer projects or FactoryTalk View applications, update the Studio 5000
Architect project.
Graphics, files, text boxes, shapes, and links are reference components that
describe other components. Reference components are only shown in
Hardware Diagram. Reference components are stored as part of the Studio
5000 Architect project file.

See also
Create a project on page 22
Open a project on page 23
Add a hardware diagram on page 28
Add, import, and remove components on page 15

Create a project To design a new automation system, create a Studio 5000 Architect project.
Studio 5000 Architect projects are stored in the logged in user's directory at
Documents\Studio 5000\Projects by default.

To create a new project


1. Open Studio 5000.
2. Select New Project.
3. In the Project Types column, select Architect.
4. Select an Architect project template.
• Blank Project creates a new project with no components.
• Distributed Architecture - Connected Enterprise creates a new
project with one engineering workstation, one operator
workstation, one FactoryTalk View Site Edition server, and five
FactoryTalk View Machine Edition stations. The FactoryTalk View
server and stations control one 1756 ControlLogix controller and
four 1769 CompactLogix controllers.

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Chapter 3 Create, open, save, and close projects
• Distributed Architecture - Multiple Process Servers creates a new
project with one operator workstation and two Process Automation
System Servers (PASS) servers. Each PASS server controls five 1756
ControlLogix controllers.
• Distributed Architecture - Single Process Server creates a new
project with one operator workstation and one Process Automation
System Server. The PASS server controls five 1756 ControlLogix
controllers.
• Process Skid with Logix Batch Sequence Manager creates a new
project with one PanelView Plus 7 graphic terminal that controls
three 1769 CompactLogix controllers.
5. In Name, enter a name for the new project.
6. (optional) In Location, type or browse to a location to store the project
file.
7. Select Finish.

See also
Studio 5000 Architect projects on page 21
Add, import, and remove components on page 15

Open a project To edit an existing Studio 5000 Architect project, open it using Studio 5000.
Studio 5000 Architect projects are stored in the current user's directory at
Documents\Studio 5000\Projects by default. Each instance of Studio 5000
Architect software can have a single open project.
If the Studio 5000 Architect project contains Logix Designer or FactoryTalk
View applications and those projects changed, Studio 5000 Architect software
displays Project Update to update the hardware diagram.

To open a project
1. Open Studio 5000 software.
2. Select Existing Project.
3. From the list of file types, select Architect (.adl).
4. Navigate to the folder that contains the Studio 5000 Architect project
file.
5. Select the project from the list.
6. Select Open.

See also
Studio 5000 Architect projects on page 21
Close a project on page 24

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Chapter 3 Create, open, save, and close projects
Save a project on page 24
Project Update on page 24

Save a project Saving a project records the locations, properties, relationships, and tags of
all components in the Studio 5000 Architect project file. By default, Studio
5000 Architect projects are stored in the directory of the logged in user at
Documents\Studio 5000\Projects.
Saving a project does not commit changes to Logix Designer projects or
FactoryTalk View applications.

To save a project
1. From the File menu, select Save As.
2. (optional) In Save Project As, enter a name for the new project.
3. (optional) In Save Project As, select a location to store the project file.
4. Select Save.

See also
Studio 5000 Architect projects on page 21
Commit a hardware diagram on page 99
Close a project on page 24

Close a project Each instance of Studio 5000 Architect software can have a single open
project. To open a project in the same Studio 5000 Architect instance, first
close the current project.

To close a project
• From the File menu, select Close.

See also
Studio 5000 Architect projects on page 21
Save a project on page 24
Open a project on page 23

Project Update How do I open Project Update?


• Project Update only appears when opening a Studio 5000 Architect
project that contains Logix Designer or FactoryTalk View projects. If
the Logix Designer or FactoryTalk View project has changed since the

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Chapter 3 Create, open, save, and close projects
last time the Studio 5000 Architect project was opened, Studio 5000
Architect displays Project Update.
Use Project Update to select which controllers and project files overwrite
components in the Studio 5000 Architect project. The Selected controller
validation results table lists all the changes to be made to the Studio 5000
Architect project.

See also
Studio 5000 Architect projects on page 21
Update a hardware diagram on page 100

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Chapter 4

Add hardware diagrams

A hardware diagram is a grid that contains components representing an


automation system. A Studio 5000 Architect project can contain many
hardware diagrams, which can be open simultaneously as tabs in Hardware
Diagram. Components must be on the same hardware diagram to
communicate with each other.
If adding or moving components past the right or bottom edge of a hardware
diagram, Studio 5000 Architect automatically expands the hardware diagram
to a new page. Page breaks appear as dashed gray lines and do not print.
When closing and reopening a hardware diagram, Studio 5000 Architect
automatically shrinks the hardware diagram to the number of pages
necessary to show the components in the hardware diagram.
Hardware diagrams are displayed in Hardware Diagram and under the
Projects and Devices folders in Project Explorer.

See also
Add a hardware diagram on page 28
Open a hardware diagram on page 28

Optimize Network Layout When manually configuring a hardware diagram, or adding or importing
devices from a library or file, devices may appear in a random order and
network cables may appear crossed. Optimize Network Layout repositions
the devices and refines the network layout.
When importing data files into Studio 5000 Architect, the hardware diagram
is optimized upon import.

To Optimize Network Layout


• Right-click in the hardware diagram and select Optimize Network
Layout.

See also
Add, edit and remove hardware diagrams
Open a hardware diagram on page 28

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Chapter 4 Add hardware diagrams
Import a controller project from an online controller on page 66

Add a hardware diagram Add a hardware diagram to group a new set of components within the same
Studio 5000 Architect project.

To add a hardware diagram


1. In Project Explorer, right-click on the Devices folder, then select New
Hardware Diagram.
2. (optional) In Enter New Hardware Diagram Name, type a name for
the new hardware diagram.
3. Select OK. The new hardware diagram appears in the Hardware
Diagram and under the Project and Devices folders in Project
Explorer.

See also
Add, import, and remove components on page 15
Remove a hardware diagram on page 30

Open a hardware diagram Open a hardware diagram to view or edit its components.

To open a hardware diagram


• In Project Explorer, expand the Project or Devices folders, then select
the hardware diagram to open.

See also
Add, import, and remove components on page 15
Print a hardware diagram on page 122
Close a hardware diagram on page 29

Navigate a hardware A large hardware diagram can exceed the display area in Hardware Diagram.
Use Diagram Overview to quickly navigate to a section of a hardware
diagram diagram.

To navigate a hardware diagram


1. (optional) If Diagram Overview is not visible, select View > Diagram
Overview.
2. In Diagram Overview, select to center Hardware Diagram at the
selected location.

28 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 4 Add hardware diagrams

See also
Diagram Overview on page 30
Hardware Diagram on page 12

Show or hide the grid Snap to Grid aligns components vertically or horizontally on a hardware
diagram according to grid lines. Show grid displays the alignment grid in the
hardware diagram, Hide grid removes the grid lines from the hardware
diagram display, so that only components are shown.
Components placed on the hardware diagram use the Snap to Grid setting
even when the grid is hidden.

To show or hide the grid


• Below Hardware Diagram, select Hide grid or Show grid.

See also
Enable or disable Snap to Grid on page 29

Enable or disable snap to When Snap to Grid is enabled, components dropped on the Hardware
Diagram pane automatically align horizontally and vertically to the grid lines,
grid even if the grid lines are hidden. When Snap to Grid is disabled, components
are placed on the Hardware Diagram pane where they are dropped.

To enable or disable Snap to Grid


• Below Hardware Diagram, select Snap to grid or Turn off snap to grid.

See also
Show or hide the grid on page 29

Close a hardware diagram Close a hardware diagram to hide a hardware diagram from view without
closing the Studio 5000 Architect project.

To close a hardware diagram


• At the top of Hardware Diagram, right-click the name of the hardware
diagram, then select Close.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 29


Chapter 4 Add hardware diagrams

See also
Open a hardware diagram on page 28
Remove a hardware diagram on page 30

Remove a hardware Remove a hardware diagram to delete it and all associated hardware
components and software projects from a Studio 5000 Architect project. The
diagram remove operation cannot be undone.

To remove a hardware diagram


1. In Project Explorer, expand the Devices folder, right-click on a
hardware diagram, then select Delete.
2. In the confirmation prompt, select Yes.

See also
Add a hardware diagram on page 28
Close a hardware diagram on page 29

Diagram Overview How do I open Diagram Overview?


• From the View menu, select Diagram Overview.
Use Diagram Overview to quickly navigate large hardware diagrams.
Diagram Overview shows the full contents of the active hardware diagram,
including all devices, networks, and images.
The red rectangle in Diagram Overview represents the current view in
Hardware Diagram. Clicking in Diagram Overview centers both the red
rectangle and Hardware Diagram at the selected location.

See also
Navigate a hardware diagram on page 28
Hardware Diagram on page 12

Hardware Diagram How do I open Hardware Diagram?


• In Project Explorer, expand the Devices folder, then select a hardware
diagram.
Use Hardware Diagram to view and organize components that are added to a
Studio 5000 Architect project. If multiple hardware diagrams are open
simultaneously, switch between them using the tabs at the top of Hardware
Diagram.

30 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 4 Add hardware diagrams
A large hardware diagram can exceed the display area in Hardware Diagram.
Use the scroll bars or Diagram Overview to navigate to a section of a
hardware diagram.

See also
Add a hardware diagram on page 28
Open a hardware diagram on page 28
Diagram Overview on page 30

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 31


Chapter 5

Add new components

A Studio 5000 Architect project contains one or more components. Each


component represents a hardware device, software project, visualization
server, or document. Components appear in Hardware Diagram and Project
Explorer.
Add components to your project from the Toolbox, using the predefined
components or an imported library. Once added, connect components to
networks and configure relationships to share tags and control an automation
system.
For a list of supported Logix Designer controllers, see Studio 5000 Architect
Help.

See also
Add 1756 ControlLogix hardware on page 33
Add modules on page 44
Add motion controls on page 45
Add PanelView Plus and MobileView graphic terminals on page 48
Add visualization stations and servers on page 53

Add 1756 ControlLogix Add a variety of 1756 ControlLogix hardware, including chassis, controllers,
and modules to a Studio 5000 Architect project. Chassis, controllers, and
hardware modules appear in Hardware Diagram and Project Explorer.
See also
Add a 1756 ControlLogix chassis on page 33
Add a 1756-L6x or L7x ControlLogix controller on page 34
Add a 1756-L8x ControlLogix controller on page 35
Import a controller project from a file on page 65
Import a controller project from an online controller on page 66

Add a 1756 ControlLogix Automation systems driven by 1756 ControlLogix controllers require one or
more chassis to connect controllers and I/O modules.
chassis

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 33


Chapter 5 Add new components

To add a 1756 ControlLogix chassis


1. In Toolbox, expand Product Catalog, Programmable Control Systems,
1756 ControlLogix/GuardLogix Systems, and Chassis.
2. Drag a chassis from Toolbox to Hardware Diagram.
3. (optional) In New Chassis Graphic, enter a unique name for the
chassis.
4. Select OK. The chassis appears in Hardware Diagram and Project
Explorer.

See also
Add a 1756-L6x or L7x ControlLogix controller on page 34

Add a 1756-L6x or L7x Automation systems driven by 1756-L6x or L7x ControlLogix controllers
require one or more controllers to manage inputs, outputs, and run
ControlLogix controller applications.

Prerequisites
• Add a 1756 ControlLogix chassis

To add a 1756-L6x or L7x ControlLogix controller


1. In Toolbox, expand Programmable Control Systems and 1756
ControlLogix/GuardLogix Systems.
2. Expand either Controllers, Standard or Controllers, Safety.
3. Drag a 1756-L6x or L7x controller from Toolbox to an unused slot on a
chassis in Hardware Diagram.
4. (optional) In New Controller Graphic, configure the controller
settings:
• Name: Enter a unique name.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
5. Select OK. In Hardware Diagram, the controller snaps into its slot in
the chassis. Project Explorer shows the controller in Devices.

See also
Add a 1756 ControlLogix chassis on page 33
Add a module on page 44

34 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components
New Controller Graphic on page 35

Add a 1756-L8x ControlLogix Automation systems driven by 1756-L8x ControlLogix controllers require one
or more controllers to manage inputs, outputs, and run applications.
controller

Prerequisites
• Add a 1756 ControlLogix chassis.

To add a 1756-L8x controller


1. In Toolbox, expand Programmable Control Systems and 1756
ControlLogix/GuardLogix Systems.
2. Expand Controllers, Standard.
3. Drag a 1756-L8x controller from Toolbox to an unused slot on a chassis
in Hardware Diagram.
4. (optional) In New Controller Graphic, configure the controller
settings:
• Name: Enter a unique name.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
5. Select OK. In Hardware Diagram, the controller snaps into its slot in
the chassis. Project Explorer shows the controller in Devices.

See also
Add a 1756 ControlLogix chassis on page 33
Add a module on page 44
New Controller Graphic on page 35

New Controller Graphic How do I open New Controller Graphic?

When adding a controller to a project


1. In Toolbox, expand the Programmable Control Systems, controller
family and Controllers folders.
2. Drag the desired controller from Toolbox to the Hardware Diagram.
3. (optional) In Enter Name, type a unique name for the controller, then
click OK.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 35


Chapter 5 Add new components

When editing an existing 1769/68 CompactLogix controller


1. In the Hardware Diagram, right-click on a 1769/68 CompactLogix
controller, then click Configure CompactLogix Chassis.
Use New Controller Graphic to set firmware, project, and hardware settings
for a new controller. Edit these settings after the controller is added to the
project.
Settings that do not apply to the controller are hidden.
Setting Description Controllers
Controller Firmware Version Sets the controller firmware version. All
ACD File Name Sets the name of the controller project (.acd) file. All
Bank 1 Contains the information of the first bank, for example, slot number, power L3x and L4x
supply, and cable type.
Bank 1 is the parent chassis of the controller. If the system contains expansion
banks, configure them in Bank 2 and Bank 3.

Bank 2 Contains the information of the expansion bank, for example, slot number, L3x and L4x
power supply, and cable type.
Bank 3 Contains the information of the expansion bank, for example, slot number, and L3x and L4x
power supply.
Slots Left Specifies the number of 1769 slots to the left of the power supply in the bank. L3x and L4x
The total number of slots to the left and slots to the right must be greater than
zero.
Slots Right Specifies the number of 1769 slots to the right of the power supply in the bank. L3x and L4x
The total number of slots to the left and slots to the right must be greater than
zero.
Power Supply Specifies the power supply catalog number. L3x and L4x
Cable Type Specifies the cable type between banks. After selecting a cable type, the banks L3x and L4x
are connected automatically.
There are three cable types, 1769-CRLx, 1769-CRRx, and 1769-CLLx, where x
means the length of the cable (1 or 3):
• 1769-CRLx: connection from the right side of one bank to the left side of the
next bank.
• 1769-CRRx: connection from the right side of one bank to the right side of the
next bank.
• 1769-CLLx: connection from the left side of one bank to the left side of the
next bank. This cable can be used only to connect banks 2 and 3.

See also
Add a 1756-L6x or L7x ControlLogix controller on page 34
Add a 1756-L8x ControlLogix controller on page 35
Add a 1769-L3x CompactLogix controller on page 40
Add a 5069-L3x CompactLogix controller on page 41

36 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components

Add 176x/5069 Add a variety of 1768, 1769, and 5069 CompactLogix controllers, banks,
expansion slots, and modules to a Studio 5000 Architect project. Controllers,
CompactLogix hardware banks, slots, and modules appear in Hardware Diagram and Project
Explorer.

See also
Add a 1769-L1x CompactLogix controller on page 38
Add a 1769-L23x CompactLogix controller on page 38
Add a 1769-L24x or L27x CompactLogix controller on page 39
Add a 1769-L3x CompactLogix controller on page 40
Add a 1768-L4x CompactLogix controller on page 37

Add a 1768-L4x Automation systems driven by 1768-L4x CompactLogix controllers require one
or more controllers to manage inputs, outputs, and run applications.
CompactLogix controller

To add a 1768-L4 CompactLogix controller


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 1768 CompactLogix System, and either
Controllers, Standard or Controllers, Safety.
2. Drag a controller from Toolbox to Hardware Diagram.
3. (optional) In New Controller Graphic, type a unique name for the
controller and then OK.
4. In New Controller Graphic, configure the controller settings, and
select OK:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
5. (optional) In New Bank Graphic, configure the controller settings:
• Slot Left: Enter the number of left slots for each bank.
• Power Supply: Select the power supply for each bank.
• Slot Right: Enter the number of right slots for each bank.
• Cable Type: Select a type of cable to connect banks 1 and 2 or banks
2 and 3.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 37


Chapter 5 Add new components
6. Select OK. The CompactLogix controller, banks, slots, power supplies,
and cables appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, slots, and power supplies in
Hardware Diagrams.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 1769-L1x Automation systems driven by 1769-L1x CompactLogix controllers require one
or more controllers to manage inputs, outputs, and run applications.
CompactLogix controller

To add a 1769-L1x CompactLogix controller


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 1769 CompactLogix System, and Controllers,
Standard.
2. Drag a controller from Toolbox to Hardware Diagram.
3. In New Controller Graphic, configure the controller settings:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
• Number of Expansion I/O Slots: Enter the number of expansion
slots.
4. Select OK. The CompactLogix controller, banks, and expansion slots
appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, and expansion slots in Devices.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 1769-L23x Automation systems driven by 1769-L23x CompactLogix controllers require


one or more controllers to manage inputs, outputs, and run applications.
CompactLogix controller

38 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components

To add a 1769-L23x CompactLogix controller


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 1769 CompactLogix System, and Controllers,
Standard.
2. Drag a controller from Toolbox to Hardware Diagram.
3. In New Controller Graphic, configure the controller settings:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
• Number of Expansion I/O Slots: Enter the number of expansion
slots.
4. Select OK. The CompactLogix controller, banks, and expansion slots
appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, and expansion slots in Devices.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 1769-L24x or L27x Automation systems driven by 1769-L24x or L27x CompactLogix controllers
require one or more controllers to manage inputs, outputs, and run
CompactLogix controller applications.

To add a 1769-L24x or L27x CompactLogix controller


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 1769 CompactLogix System, and Controllers,
Standard.
2. Drag a controller from Toolbox to Hardware Diagram.
3. In New Controller Graphic, configure the controller settings:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 39


Chapter 5 Add new components
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
• Number of Expansion I/O Slots: Enter the number of expansion
slots.
4. Select OK. The CompactLogix controller, banks, and expansion slots
appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, and expansion slots in Devices.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 1769-L3x Automation systems driven by 1769-L3x CompactLogix controllers require one
or more controllers to manage inputs, outputs, and run applications.
CompactLogix controller

To add a 1769-L3x CompactLogix controller


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 1769 CompactLogix System, and either
Controllers, Standard or Controllers, Safety.
2. Drag a controller from Toolbox to Hardware Diagram.
3. In New Controller Graphic, configure the controller settings, then
click OK:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
4. (optional) In New Bank Graphic, configure the bank settings:
• Slot Left: Enter the number of left slots for each bank.
• Power Supply: Select the power supply for each bank.
• Slot Right: Enter the number of right slots for each bank.
• Cable Type: Select a type of cable to connect banks 1 and 2 or banks
2 and 3.

40 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components
5. Select OK. The CompactLogix controller, banks, slots, power supplies,
and cables appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, slots, and power supplies in Devices.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 5069-L3x Automation systems driven by 5069-L3x CompactLogix controllers require


one or more controllers to manage inputs, outputs, and run applications.
CompactLogix controller

To add a 5069-L3x CompactLogix bank


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 5069 CompactLogix System, and
Controllers.
2. Drag a controller from Toolbox to Hardware Diagram.
3. In New Controller Graphic, configure the controller settings, then
select OK:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Controller Firmware Version: Select a firmware version. The
default value is the most recent firmware version.
• ACD File Name: Enter a name for the Logix Designer project. The
default value is the controller name.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
• Number of Expansion I/O Slots: Enter the number of expansion
slots.
4. Select OK. The CompactLogix controller, banks, and slots, appear in
Hardware Diagram. Project Explorer shows the CompactLogix
controller, banks, and slots in Devices.

See also
Add an expansion slot on page 42
Add a module on page 44

Add a 5069-AEN2TR Add a 5069-AEN2TR communication module to connect remote modules to a


5069 controller.
communication module

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 41


Chapter 5 Add new components

To add a 5069-AEN2TR communication module


1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 5069 CompactLogix System, and
Communication Modules.
2. Drag the 5069-AEN2TR communication module from Toolbox to
Hardware Diagram.
3. In New 5069-AEN2TR Graphic, configure the module settings, then
select OK:
• (optional) Name: Enter a unique name.
• Number of Expansion I/O Slots: Enter the number of expansion
slots.
4. Select OK. The 5069-AEN2TR, 5069 CompactLogix bank and slots
appear in Hardware Diagram. Project Explorer shows the
CompactLogix controller, banks, and slots in Devices.

See also
New 5069-AEN2TR Graphic on page 43

Add an expansion slot Before adding a module to a 1769/68 CompactLogix bank or POINT I/O™
communication module, the controller must have an available expansion slot.
Each controller has a certain number of expansion slots. Once a controller has
reached its limit of expansion slots no further expansion slots can be added.

To add an expansion slot


• In Hardware Diagram, right-click the controller or an existing
expansion slot, then select Insert Empty Slot After. A new expansion
slot appears.

See also
Add 176x/5069 CompactLogix hardware on page 37

New Controller Graphic How do I open New Controller Graphic?

When adding a controller to a project


1. In Toolbox, expand the Programmable Control Systems, controller
family and Controllers folders.
2. Drag the desired controller from Toolbox to the Hardware Diagram.
3. (optional) In Enter Name, type a unique name for the controller, then
click OK.

42 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components

When editing an existing 1769/68 CompactLogix controller


1. In the Hardware Diagram, right-click on a 1769/68 CompactLogix
controller, then click Configure CompactLogix Chassis.
Use New Controller Graphic to set firmware, project, and hardware settings
for a new controller. Edit these settings after the controller is added to the
project.
Settings that do not apply to the controller are hidden.
Setting Description Controllers
Controller Firmware Version Sets the controller firmware version. All
ACD File Name Sets the name of the controller project (.acd) file. All
Bank 1 Contains the information of the first bank, for example, slot number, power L3x and L4x
supply, and cable type.
Bank 1 is the parent chassis of the controller. If the system contains expansion
banks, configure them in Bank 2 and Bank 3.

Bank 2 Contains the information of the expansion bank, for example, slot number, L3x and L4x
power supply, and cable type.
Bank 3 Contains the information of the expansion bank, for example, slot number, and L3x and L4x
power supply.
Slots Left Specifies the number of 1769 slots to the left of the power supply in the bank. L3x and L4x
The total number of slots to the left and slots to the right must be greater than
zero.
Slots Right Specifies the number of 1769 slots to the right of the power supply in the bank. L3x and L4x
The total number of slots to the left and slots to the right must be greater than
zero.
Power Supply Specifies the power supply catalog number. L3x and L4x
Cable Type Specifies the cable type between banks. After selecting a cable type, the banks L3x and L4x
are connected automatically.
There are three cable types, 1769-CRLx, 1769-CRRx, and 1769-CLLx, where x
means the length of the cable (1 or 3):
• 1769-CRLx: connection from the right side of one bank to the left side of the
next bank.
• 1769-CRRx: connection from the right side of one bank to the right side of the
next bank.
• 1769-CLLx: connection from the left side of one bank to the left side of the
next bank. This cable can be used only to connect banks 2 and 3.

See also
Add a 1756-L6x or L7x ControlLogix controller on page 34
Add a 1756-L8x ControlLogix controller on page 35
Add a 1769-L3x CompactLogix controller on page 40
Add a 5069-L3x CompactLogix controller on page 41

New 5069-AEN2TR Graphic How do I open New 5069-AEN2TR Graphic?

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 43


Chapter 5 Add new components
1. In Toolbox, expand Programmable Control Systems, 176x/5069
CompactLogix Systems, 5069 CompactLogix System, and
Communication Modules.
2. Drag the 5069-AEN2TR communication module from Toolbox to
Hardware Diagram.
Use New 5069-AEN2TR Graphic to set a name and number of expansion slots
for a new 5069-AEN2TR communication module.

See also
Add a 5069-AEN2TR communication module on page 41

Add modules Add or remove modules for 1756 ControlLogix, 1769/68 CompactLogix, 1794/97
FLEX I/O, and 1734 POINT I/O hardware. Although modules can be added to a
project without a related chassis or controller, most modules require a
controller to operate properly. Modules appear in Hardware Diagram and
Project Explorer.
See also
Add a module on page 44
About unsupported modules on page 45

Add a module Automation systems require one or more modules to drive inputs, outputs, or
handle communications.

Prerequisites
• Add 1756 ControlLogix, 1769/68 CompactLogix, 1794/97 FLEX I/O, or
1734 POINT I/O hardware to the project.

To add a module
1. In Toolbox, expand the product family and module type.
2. Drag the module from Toolbox to an unused slot on a chassis, bank, or
DIN rail in Hardware Diagram.
Tip: The unused slot turns green if it is compatible or red if it is not
compatible.
3. (optional) In New Module Graphic, enter a unique name for the
module, then select OK. In Hardware Diagram, the module snaps into
its slot in the chassis. Project Explorer shows the module in Projects
and Devices.

44 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 5 Add new components

See also
About unsupported modules on page 45

About unsupported modules Modules updated or imported from a controller or Logix Designer project
may not be supported in Studio 5000 Architect. When a module is not
supported, Studio 5000 Architect displays an unsupported module image in
the appropriate chassis, DIN rail, or expansion slot.
Unsupported modules have these limitations:
• Cannot change the properties of unsupported modules.
• Cannot move unsupported modules to another chassis, DIN rail, or
expansion slot.
• Cannot cut, copy, or paste unsupported modules. However, cutting or
copying its chassis or DIN rail copies the unsupported module.
For this family of devices: Studio 5000 Architect displays this image:

1756 ControlLogix

1768/69 CompactLogix

1794/97 FLEX I/O

See also
Add a module on page 44
Import a controller project from a file on page 65
Import a controller project from an online controller on page 66

Update a hardware diagram on page 100

Add Kinetix servo drives Add Kinetix servo drives to operate multi-axis motion controls using a Logix
Designer project. Servo drives appear in Hardware Diagram and Project
Explorer.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 45


Chapter 5 Add new components
Important: Using Kinetix drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

See also
Add a Kinetix servo drive on page 46

Add a Kinetix servo drive Add a Kinetix servo drive to run multi-axis motion controls from a Logix
Designer project.
Important: Using Kinetix drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

To add a Kinetix servo drive:


1. In Toolbox, expand Motion Control and Servo Drives.
2. Expand the drive type and Kinetix product family.
3. Drag a servo drive from Toolbox to Hardware Diagram.
4. In New Servo Drive Graphic, configure the drive settings:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Address / Host Name: Select a network type, then enter an IP
address or host name.
• (optional) Change DC BUS Supply/Line Filter: Select either Single
or Multiple supply/line filters, then select a power supply.
5. Select OK. The servo drive appears in Hardware Diagram. Project
Explorer shows the servo drive in Devices.

See also
New Servo Drive Graphic on page 46

New Servo Drive Graphic How do I open New Servo Drive Graphic?
1. In Toolbox, expand Motion Control and Servo Drives.
2. Expand the drive type and Kinetix product family.
3. Drag a servo drive from Toolbox to Hardware Diagram.
Use New Servo Drive Graphic to set description, and network settings for a
new servo drive.
Important: Using Kinetix drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

The Kinetix Servo Drives Configuration settings are:

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Chapter 5 Add new components
Setting Description
Type Sets the type of the servo drive.
Vendor Shows the vendor information of the servo drive.
Name Sets the name of the servo drive.

Description Sets the description of the servo drive. Cannot be longer than 128 characters.
Change DC BUS Supply/Line Filter Sets the number and type of power supply/line filters for the servo drive. Only shown for
Kinetix 5700 devices.
Address/Host Name Sets the network configuration of the servo drive.
• Private Network: Select the value from the list, from 1 to 254.
• IP Address: Enter a unique IP address to identify the servo drive on the IP network.
• Host Name: Enter a fully qualified domain name, such as
servodrive.yourcompany.com.

See also
Add a Kinetix servo drive on page 46

Add PowerFlex drives Add a PowerFlex drive to connect and control it in a FactoryTalk system.
Important: Using PowerFlex drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

See also
Add a PowerFlex drive on page 47
New PowerFlex Graphic on page 48

Add a PowerFlex drive Add a PowerFlex drive to control it from a Logix Designer project.
Important: Using PowerFlex drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

To add a PowerFlex drive


1. In Toolbox, expand Drives and Drives, AC Low Voltage.
2. Expand either Architecture Drives or Compact Drives, then expand
the product family folder.
3. Drag the drive from Toolbox to Hardware Diagram.
4. In New PowerFlex Graphic, configure the PowerFlex settings:
• (optional) Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
128 characters.
• Address / Host Name, set the IP address or host name for the drive.
5. Select OK. The drive appears in the Hardware Diagram pane. Project
Explorer shows the drive in Devices.

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Chapter 5 Add new components

See also
New PowerFlex Graphic on page 48

New PowerFlex Graphic How do I open New PowerFlex Graphic?


1. In Toolbox, expand Drives and Drives, AC Low Voltage.
2. Expand either Architecture Drives or Compact Drives, then expand
the product family folder.
3. Drag the drive from Toolbox to Hardware Diagram.
Use New PowerFlex Graphic to add PowerFlex drives to a hardware diagram.
Important: Using PowerFlex drives in Studio 5000 Architect software requires
Logix Designer 24.x through 33.x.

The New PowerFlex Graphic settings are:


Field Description
Name Sets a unique name for the drive.
Description Sets the description for the drive. Cannot be longer than 128 characters.
Address / Host Name Sets the IP address or host name for the drive.
Always show this dialog If unchecked, New PowerFlex Graphic does not open the next time a drive is added to the Hardware Diagram. New
drives use the default settings.

See also
Add a PowerFlex drive on page 47

Add PanelView Plus and Add or remove PanelView Plus and MobileView graphic terminals to the
project. Adding a PanelView Plus or MobileView terminal creates a new
MobileView graphic FactoryTalk View ME application.
terminals
See also
Add a PanelView Plus graphic terminal on page 48
Add a MobileView graphic terminal on page 49

Add a PanelView Plus Add a variety of PanelView Plus graphic terminals to a Studio 5000 Architect
project. Adding a PanelView Plus terminal creates a new FactoryTalk View ME
graphic terminal application.

To add a PanelView Plus graphic terminal


1. In Toolbox, expand Visualization and Graphic Terminals.
2. Expand the PanelView Plus model family and size items.
3. Drag a PanelView Plus model from Toolbox to Hardware Diagram.
4. In New PanelView Plus Graphic, configure settings for the PanelView
Plus terminal:

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Chapter 5 Add new components
• (optional) Name: Enter a unique name for the terminal.
• (optional) Description: Enter a description of the terminal. Cannot
be longer than 128 characters.
• IP Address: Enter a static IP address for the terminal.
• (optional) Catalog Number: Select a catalog number from the list.
5. Click OK.
6. In New PanelView Plus Project, configure settings for the new
FactoryTalk View ME application:
• Name: Enter a unique name for the application. Studio 5000
Architect creates a new FactoryTalk View ME application.
• (optional) Description: Enter a description of the application.
Cannot be longer than 128 characters.
• (optional) Scale Replace Displays: Select to scale objects in Replace
displays to the resolution of the panel.
• (optional) Scale OnTop Displays: Select to scale objects in OnTop
displays to the resolution of the panel.
• (optional) Language: Select a language for the application.
7. Select OK. The PanelView Plus graphic terminal appears in Hardware
Diagram and in Project Explorer under Devices. The FactoryTalk View
ME application appears in Project Explorer under Projects.

See also
New PanelView Plus Graphic on page 50
New PanelView Plus Project on page 50

Add a MobileView graphic Add a variety of MobileView graphic terminals to the Studio 5000 Architect
project. Adding a MobileView terminal creates a new FactoryTalk View ME
terminal application.

To add a MobileView graphic terminal


1. In Toolbox, expand Visualization and Mobile Terminals.
2. Expand the MobileView model family and size items.
3. Drag a MobileView model from Toolbox to Hardware Diagram.
4. In New MobileView Graphic, configure settings for the MobileView
terminal:
• Name: Enter a unique name for the terminal.
• (optional) Description: Enter a description of the terminal. Cannot
be longer than 128 characters.
• IP Address: Enter a static IP address for the terminal.
• (optional) Catalog Number: Select a catalog number from the list.
5. Select OK.

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Chapter 5 Add new components
6. In New MobileView Project, configure settings for the new
FactoryTalk View ME application:
• Name: Enter a unique name for the application. Studio 5000
Architect creates a new FactoryTalk View ME application.
• (optional) Description: Enter a description of the application.
Cannot be longer than 128 characters.
• (optional) Scale Replace Displays: Select to scale objects in Replace
displays to the resolution of the panel.
• (optional) Scale OnTop Displays: Select to scale objects in OnTop
displays to the resolution of the panel.
• (optional) Language: Select a language for the application.
7. Select OK. The MobileView graphic terminal appears in Hardware
Diagram and in Project Explorer under Devices. The FactoryTalk View
ME application appears in Project Explorer under Projects.

See also
New MobileView Graphic on page 51
New MobileView Project on page 51

New PanelView Plus How do I open New PanelView Plus Graphic?

Graphic 1. In Toolbox, expand Visualization and Graphic Terminals.


2. Expand the PanelView Plus model family and size items.
3. Drag a PanelView Plus model from Toolbox to Hardware Diagram.
Use New PanelView Plus Graphic to set name, description, and IP address
settings for a new PanelView Plus graphic terminal. These settings are
editable after the project contains the PanelView Plus terminal.

See also
Add a PanelView Plus graphic terminal on page 48
PanelView Plus Properties settings on page 51

New PanelView Plus Project How do I open New PanelView Plus Project?
1. In Toolbox, expand Visualization and Graphic Terminals.
2. Expand the PanelView Plus model family and size items.
3. Drag a PanelView Plus model from Toolbox to Hardware Diagram.
4. Configure the settings in New PanelView Plus Graphic, then click OK.
Use New PanelView Plus Project to set the name and description for a new
PanelView Plus project. The name and description are editable after the
project is part of the Studio 5000 Architect project.

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Chapter 5 Add new components

See also
Add a PanelView Plus graphic terminal on page 48
FactoryTalk View Machine Edition Project settings on page 61

New MobileView Graphic How do I open New MobileView Graphic?


1. In Toolbox, expand Visualization and Mobile Terminals.
2. Expand the MobileView model family and size items.
3. Drag a MobileView model from Toolbox to Hardware Diagram.
Use New MobileView Graphic to set name, description, and IP address
settings for a new MobileView graphic terminal. These settings are editable
after the MobileView terminal is in the project.

See also
Add a MobileView graphic terminal on page 49
MobileView Properties settings on page 52

New MobileView Project How do I open New MobileView Project?


1. In Toolbox, expand Visualization and Graphic Terminals.
2. Expand the MobileView model family and size items.
3. Drag a MobileView model from Toolbox to Hardware Diagram.
4. Configure the settings in New MobileView Graphic, then click OK.
Use New MobileView Project to set the name and description for a new
MobileView project. The name and description are editable after the project is
part of the Studio 5000 Architect project.

See also
Add a MobileView graphic terminal on page 49
FactoryTalk View Machine Edition Project settings on page 61

PanelView Plus Properties The PanelView Plus Properties settings define name, description, and
network settings for PanelView Plus graphic terminals. Set these settings
settings from New PanelView Plus Graphic when adding a PanelView Plus terminal
or from the Properties General tab when editing a PanelView Plus terminal.
The PanelView Plus Properties settings are:
Setting Description
Name Sets the PanelView Plus terminal name.
Description Sets the PanelView Plus terminal description. 255 character maximum.
IP Address Sets the unique address that identifies the PanelView Plus terminal on the IP network.
Catalog Number Sets a PanelView Plus terminal catalog number.

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Chapter 5 Add new components

See also
New PanelView Plus Graphic on page 50

MobileView Properties The MobileView Properties settings define name, description, and network
settings for MobileView components. Set these settings in New MobileView
settings Graphic when adding a MobileView terminal or from the Properties General
tab when editing a MobileView terminal.
The MobileView Properties settings are:
Setting Description
Name Sets the MobileView name.
Description Sets the MobileView description. 128 character maximum.
IP Address Sets the unique address that identifies the MobileView on the IP network.
Catalog Number Sets a MobileView catalog number.

See also
New MobileView Graphic on page 51

Add computers Add or remove computers from your project. Computers represent the
hardware that serve FactoryTalk View SE and FactoryTalk View ME
applications to visualization devices. Computers appear in Hardware
Diagram and Project Explorer.
See also
Add a computer on page 52
Add visualization stations and servers on page 53

Add a computer Add a computer to a Studio 5000 Architect project to represent a host
machine for FactoryTalk View SE and FactoryTalk View ME servers.

To add a computer
1. In Toolbox, expand the Computers and Generic Computer folders.
2. Drag a computer from Toolbox to Hardware Diagram.
3. In New Computer Graphic, configure these settings:
• Name: Type a unique name for the computer.
• (optional) Description: Type a description for the computer. Cannot
be longer than 128 characters.
• Computer Name: Enter or select the computer's hostname.
4. Select OK. The computer appears in the Hardware Diagram and in
Project Explorer under Devices.

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Chapter 5 Add new components

See also
New Computer Graphic on page 53

New Computer Graphic How do I open New Computer Graphic?


1. In Toolbox, expand the Computers and Generic Computer folders.
2. Drag a computer from Toolbox to the Hardware Diagram.
Use New Computer Graphic to set the name, description, and host name for a
new computer. Edit these settings after adding the computer to the project.
The computer properties are:
Field Description
Name Sets the name for the computer.
Description Sets the description for the computer. Cannot be longer than 128 characters.
Computer Name Sets the unique name that identifies the computer on the network.

See also
Add a computer on page 52

Add visualization stations Visualization stations and servers represent software applications that
provide visual, communication, alarm, and event data to FactoryTalk View SE
and servers and FactoryTalk View ME components. Visualization stations and servers
display in Project Explorer.

See also
Add a FactoryTalk View SE Station on page 53
Add a FactoryTalk View ME Station on page 54
Add a FactoryTalk View SE Server Project on page 55
Add a FactoryTalk Linx Server Project on page 56
Add a Tag Alarm and Event Server Project on page 57

Add a FactoryTalk View Site If integrating an automation system with FactoryTalk View Site Edition
visualization devices, add a FactoryTalk View Site Edition station to the
Edition Station Studio 5000 Architect project.

Prerequisites
• Add a computer

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Chapter 5 Add new components

To add a FactoryTalk View Site Edition Station


1. In Toolbox, expand Visualization and Stations.
2. Drag a FactoryTalk View SE Local or FactoryTalk View SE Network
station from Toolbox to a computer in Hardware Diagram.
3. In New View SE Station Project, configure settings for the application:
• Name: Enter a unique name for the application. The Studio 5000
Architect software creates a new FactoryTalk View Site Edition
application.
• (optional) Description: Enter a description of the application.
Cannot be longer than 255 characters.
• (optional) Language: Select a language for the application.
4. In New View SE Station Project, configure settings for the HMI
server:
• (optional) Area: Enter a View SE area to assign the HMI server to
the area.
• Name: Enter a unique name for the HMI server.
• (optional) Description: Enter a description of the HMI server.
Cannot be longer than 255 characters.
5. (optional) In New View SE Station Project, select additional server
functions:
• New FactoryTalk Linx Server: Select if this computer is also a
FactoryTalk Linx server. The Studio 5000 Architect software creates
a new FactoryTalk Linx Server and displays New FactoryTalk Linx
Server Project.
• New Tag Alarm and Event Server: Select if this computer is also a
Tag Alarm & Events server. Studio 5000 Architect creates a new Tag
Alarm and Event server and displays New Tag Alarm and Event
Server Project.
6. Select OK.
Project Explorer shows the View SE Station project in Projects.

See also
Add a computer on page 52
New Site Edition Project on page 58
New FactoryTalk Linx Server Project on page 59
New Tag Alarm and Event Server Project on page 59

Add a FactoryTalk View If integrating an automation system with View Machine Edition (ME)
Visualization devices, add a View ME Station to the Studio 5000 Architect
Machine Edition Station project.

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Chapter 5 Add new components
Tip: RSLinx Enterprise is renamed to FactoryTalk Linx. Some software
applications may refer to RSLinx Enterprise. FactoryTalk Linx is
compatible with all software applications that used RSLinx Enterprise.

Prerequisites
• Add a computer

To add a FactoryTalk View Machine Edition Station


1. In Toolbox, expand Visualization and Stations.
2. Drag FactoryTalk View Machine Edition from Toolbox to a computer
in Hardware Diagram.
3. In New View ME Station Project, configure the station settings:
• Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
255 characters.
• (optional) Language: Select a project language.
• (optional) Resolution: Select a project resolution.
• (optional) Scale Replace Displays: Select to scale objects in Replace
displays to the resolution of the panel.
• (optional) Scale OnTop Displays: Select to scale objects in OnTop
displays to the resolution of the panel.
4. Select OK.
In Hardware Diagram, Studio 5000 Architect software displays a new
computer. Project Explorer shows the View ME Station project in
Projects.

See also
Add a computer on page 52
New Machine Edition Station Project on page 59

Add a FactoryTalk View Site If integrating an automation system with FactoryTalk View SE Visualization
devices, add a FactoryTalk View SE Server project to the Studio 5000 Architect
Edition Server Project project.

Prerequisites
• Add a computer

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Chapter 5 Add new components

To add a FactoryTalk View SE Server Project


1. In Toolbox, expand Visualization and Servers.
2. Drag FactoryTalk View SE Server from Toolbox to a computer in
Hardware Diagram.
3. In New FactoryTalk View SE Server Project, configure the Application
settings:
• Name: Enter a unique name.
• (optional) Description: Enter a description. Cannot be longer than
255 characters.
• (optional) Language: Select a project language.
4. In New FactoryTalk View SE Server Project, configure settings for the
HMI server:
• (optional) Area: Enter a View SE area to assign the HMI server to
the area.
• Name: Enter a unique name for the HMI server.
• (optional) Description: Enter a description of the HMI server.
Cannot be longer than 255 characters.
5. (optional) In New FactoryTalk View SE Server Project, select
additional server functions:
• New FactoryTalk Linx Server: Select if this computer is also a
FactoryTalk Linx server. The Studio 5000 Architect software creates
a new FactoryTalk Linx Server and displays New FactoryTalk Linx
Server Project.
• New Tag Alarm and Event Server: Select if this computer is also a
Tag Alarm & Events server. The Studio 5000 Architect software
creates a new Tag Alarm and Event server and displays New Tag
Alarm and Event Server Project.
6. Select OK. Project Explorer shows the View SE Server project in
Projects.

See also
Add a computer on page 52
New Site Edition Project on page 58

Add a FactoryTalk Linx If an automation system has a dedicated FactoryTalk Linx server, add a
FactoryTalk Linx server project to the Studio 5000 Architect project.
Server Project

Prerequisites
• Add a computer

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Chapter 5 Add new components

To add a FactoryTalk Linx Server Project


1. In Toolbox, expand Visualization and Servers.
2. Drag FactoryTalk Linx Server from Toolbox to a computer in
Hardware Diagram.
3. In New FactoryTalk Linx Server Project, on the General tab, enter the
Application settings.
• Type: Select a View SE application type.
• Name: Enter a unique name for the application. The Studio 5000
Architect software creates a new FactoryTalk View SE application.
• (optional) Description: Enter a description of the application.
Cannot be longer than 255 characters.
• (optional) Language: Select a language for the application.
4. On the same tab, enter the FactoryTalk Linx Server settings.
• (optional) Area: Enter a View SE area to assign the FactoryTalk Linx
server to the area. If the area does not exist, the Studio 5000
Architect software creates a new area.
• Name: Enter a unique name for the server.
• (optional) Description: Enter a description of the server. Cannot be
longer than 255 characters.
• (optional) Create HMI Server: Select to create an associated HMI
server.
5. (optional) To select alarm and event options, select the Alarms and
Events tab:
• Enable alarm and event support: Select if this server monitors
alarm and event tags.
• Enable server-assigned priorities: Select and assign severity ranges
if this server has custom warning levels for alarms and events.
6. Select OK.
Project Explorer shows the FactoryTalk Linx server project in Projects.

See also
Add a computer on page 52
New FactoryTalk Linx Server Project on page 59

Add a Tag Alarm and Event If the automation system has a dedicated FactoryTalk Alarms and Events
server, add a Tag Alarm and Event server project to the Studio 5000 Architect
Server project project.

Prerequisites
• Add a computer

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Chapter 5 Add new components

To add a Tag Alarm and Event Server Project


1. In Toolbox, expand Visualization and Servers.
2. Drag Tag Alarm and Event Server from Toolbox to a computer in
Hardware Diagram.
3. In New Tag Alarm and Event Server Project, enter the Application
settings:
• Type: Select a View SE application type.
• Name: Enter a unique name for the application. If entering a
unique name, the Studio 5000 Architect software creates a new
FactoryTalk View SE application.
• (optional) Description: Enter a description of the application.
Cannot be longer than 255 characters.
• (optional) Language: Select a language for the application.
4. In New Tag Alarm and Event Server Project, enter the Tag Alarm and
Event Server settings:
• (optional) Area: Enter a View SE area to assign the tag server to the
area. If entering a unique area, the Studio 5000 Architect software
creates a new area.
• Name: Enter a unique name for the server.
• (optional) Description: Enter a description of the server. Cannot be
longer than 255 characters.
• (optional) Create HMI Server: Select to create an associated HMI
server.
5. (optional) In the Priorities tab of New Tag Alarm and Event Server
Project, enter the Priority settings.
• Enable server-assigned priorities: Select to change default event
ranges.
• Urgent: Set the low threshold for Urgent level events.
• High: Set the low threshold for High level events.
• Medium: Set the low threshold for Medium level events.
6. Select OK. Project Explorer shows the Tag Alarm and Event server
project in Projects.

See also
Add a computer on page 52
New Tag Alarm and Event Server Project on page 59

New Site Edition Project on page 58

New Site Edition Project How do I open New Site Edition Project?
1. In Toolbox, expand the Visualization and Stations folders.

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Chapter 5 Add new components
2. Drag FactoryTalk View Site Edition Station from Toolbox to a
computer in the Hardware Diagram.
Use New Site Edition Project to set application and HMI server settings for a
new local or network distributed Site Edition project. Edit these settings after
the Site Edition project is added to the Studio 5000 Architect project.

See also
Add a FactoryTalk View Site Edition Station on page 53
FactoryTalk View Site Edition Project settings on page 60

New Machine Edition How do I open New Machine Edition Station Project?

Station Project 1. In Toolbox, expand the Visualization and Stations folders.


2. Drag FactoryTalk View ME Station from Toolbox to a computer in the
Hardware Diagram.
Use New Machine Edition Station Project to set name, description,
resolution, scaling options, and language for a new FactoryTalk View Machine
Edition project. Edit these settings after the FactoryTalk View Machine
Edition project is added to the Studio 5000 Architect project.

See also
Add a FactoryTalk View Machine Edition Station on page 54
FactoryTalk View Machine Edition Project settings on page 61

New Tag Alarm and Event How do I open New Tag Alarm and Event Server Project?

Server Project 1. In Toolbox, expand the Visualization and Servers folders.


2. Drag the Tag Alarm and Event Server from Toolbox to a computer in
the Hardware Diagram.
Use New Tag Alarm and Event Server Project to set server and alarm
properties for a new Tag Alarm and Event Server.

See also
Add a Tag Alarm and Event Server Project on page 57
FactoryTalk Alarms and Event Server General settings on page 61
FactoryTalk Alarms and Event Server Priorities settings on page 62

New FactoryTalk Linx How do I open New FactoryTalk Linx Server Project?

Server Project 1. In Toolbox, expand the Visualization and Servers folders.

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Chapter 5 Add new components
2. Drag the RSLinx Enterprise Server from Toolbox to a computer in the
Hardware Diagram.
Use New FactoryTalk Linx Server Project to set application, server, and alarm
and event settings for a new FactoryTalk Linx server

See also
Add a FactoryTalk Linx Server Project on page 56
FactoryTalk Linx Server General settings on page 62
FactoryTalk Linx Server Alarms and Events settings on page 63

FactoryTalk View Site The FactoryTalk View Site Edition Project settings define application and
HMI server settings for a Site Edition project. Set these settings from New
Edition Project settings Site Edition Project when adding a local or network server or from the
Properties General tab when editing a Site Edition project.
The FactoryTalk View Site Edition Project application and HMI server
settings are:
Application Field Description
Type Specifies the project type for the FactoryTalk View Site Edition project.
Can only be set when adding an HMI, FactoryTalk Linx, or Tag Alarm and
Event server without a station.
Name Specifies the name for the FactoryTalk View Site Edition project. The
project name must not be empty.
Description Specifies the description for the FactoryTalk View Site Edition project.
Cannot be longer than 255 characters.
Language Specifies the display language for the FactoryTalk View Site Edition
project.

The FactoryTalk View Site Edition Project HMI server settings are:
HMI Server Field Description
Area Specifies the area for the project's HMI server.
• If the area name is unique, a new area is created as a child of the
FactoryTalk View Site Edition project. The HMI server is added as a
child of the new area.
• If the area name already exists, the HMI server is added as a child of
the specified area.
• If the area name is blank, the HMI server is added as a child of the
FactoryTalk View Site Edition project.
Cannot be set when adding or editing a FactoryTalk View Site Edition
Local Station.
Name Specifies the name for the project's HMI server. The HMI server name
must not be empty.
Cannot be set when adding or editing a FactoryTalk View Site Edition
Local Station.
Description Specifies the description for the project's HMI server.

The FactoryTalk View Site Edition Project server settings are:

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Chapter 5 Add new components
Server Setting Description
New FactoryTalk Linx Server If checked, opens New FactoryTalk Linx Server.
This check box is only available when adding a new project.
New Tag Alarm and Event Server If checked, opens New Tag Alarm and Event Server.
This check box is only available when adding a new project.

See also
New Site Edition Project on page 58
New FactoryTalk Linx Server Project on page 59
New FactoryTalk Alarm and Event Server dialog box on page 59

FactoryTalk View Machine The FactoryTalk View Machine Edition Project settings define name,
description, language, resolution, and scaling options for a FactoryTalk View
Edition Project settings ME application. Set when adding a FactoryTalk View ME application from
New ME Station Project or when editing a FactoryTalk View ME application
from the Properties General tab.
The FactoryTalk View ME Project settings are:
Setting Description
Name Sets the FactoryTalk View ME application name. The project name must not be empty.
Description Sets the FactoryTalk View ME application description. 255 character maximum.
Language Sets the FactoryTalk View ME application display language.
Resolution Sets the FactoryTalk View ME application target resolution.
Scale Replace Displays Set if objects in Replace displays should be scaled to the resolution of the panel.
Scale OnTop Displays Set if objects in OnTop displays should be scaled to the resolution of the panel.
Ensure runtime application can execute on Set if an application should be compatible with both PanelView Plus 7 Performance and PanelView Plus 7 Standard
PanelView Plus 7 Standard graphic terminals.

See also
New Machine Edition Station Project on page 59

Tag Alarm and Event Server The Tag Alarm and Event Server General settings define server settings for a
Tag Alarm and Event server. Set from the General tab of New Tag Alarm and
General settings Event Server when adding a new Tag Alarm and Event server or from the
Properties - General tab when editing a Tag Alarm and Event server.
The General settings are:

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Chapter 5 Add new components
Tag Alarm and Event Server Field Description
Area Specifies the area for the Tag Alarm and Event server.
• If the area name is unique, creates a new area as a child of the
FactoryTalk View Site Edition project. Adds the Tag Alarm and Event
server as a child of the new area.
• If the area name already exists, adds the Tag Alarm and Event server
as a child of the specified area.
• If the area name is blank, adds the Alarm and Event server as a child
of the FactoryTalk View Site Edition project.
Cannot set when the project type is a FactoryTalk View Site Edition Local
Station.
Name Specifies the name for the Tag Alarm and Event server. The server name
cannot be empty.
Description Specifies the description for the server. 255 character maximum.

The server settings are:


Server Setting Description
Create HMI Server If checked, opens New HMI Server.
This check box is only available when adding a new project.

See also
New Tag Alarm and Event Server Project on page 59
Tag Alarm and Event Server Priorities settings on page 62

Tag Alarm and Event Server The Tag Alarm and Event Server Priorities settings define settings for a Tag
Alarm and Events server. Set from the Priorities tab of New Tag Alarm and
Priorities settings Event Server Project when adding a new Tag Alarm and Events server or
from the Priorities tab when editing a Tag Alarm and Events server.
The Tag Alarm and Event Server Priorities settings are:
Setting Description
Enable server-assigned priorities If selected, can set custom priority values for Urgent, High, and Medium priority events.
Urgent Specifies the priority at which an Urgent priority alarm or event are created.
High Specifies the priority at which a High priority alarm or event are created.
Medium Specifies the priority at which a Medium priority alarm or event are created.

See also
New Tag Alarm and Event Server Project on page 59

FactoryTalk Linx Server The FactoryTalk Linx Server General settings define options for a
FactoryTalk Linx server. Configure these settings from the General tab of
General settings New FactoryTalk Linx Server when adding a FactoryTalk Linx server or from
the Properties > General tab when editing a FactoryTalk Linx server.
The general settings of a FactoryTalk Linx Server are:

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Chapter 5 Add new components
FactoryTalk Linx Server setting Description
Area Specifies the area for the FactoryTalk Linx server.
• If the area name is unique, a new area is created as a child of the FactoryTalk View SE project. The FactoryTalk Linx
server is added as a child of the new area.
• If the area name already exists, the FactoryTalk Linx server is added as a child of the specified area.
• If the area name is blank, the FactoryTalk Linx server is added as a child of the FactoryTalk View SE project.
Cannot set when the project type is a FactoryTalk View SE Local Station.
Name Specifies the name for the FactoryTalk Linx server. The FactoryTalk Linx server name must not be empty.
Description Specifies the description for the FactoryTalk Linx server. 255 character maximum.

The server settings are:


Server Setting Description
Create HMI Server If checked, opens New HMI Server.
This check box is only available when adding a new project.

See also
New FactoryTalk Linx Server Project on page 59

FactoryTalk Linx Server The FactoryTalk Linx Server Alarms and Events settings define alarm and
event settings for a FactoryTalk Linx server. Set from the Alarms and Events
Alarms and Events settings tab of New FactoryTalk Linx Server when adding a new FactoryTalk Linx
server or from the Properties Alarms and Events tab when editing a
FactoryTalk Linx server.
The FactoryTalk Linx Server Alarms and Events settings are:
Setting Description
Enable alarm and event support If selected, sets the FactoryTalk Linx Data Server to act as an Alarm and
Event server.
Enable server-assigned priorities If selected, enables custom priority values for Urgent, High, and Medium
priority events.
Urgent Sets the priority at which an Urgent priority alarm or event is created.
High Sets the priority at which a High priority alarm or event is created.
Medium Sets the priority at which a Medium priority alarm or event is created.

See also
New FactoryTalk Linx Server Project on page 59
FactoryTalk Linx Server General settings on page 62

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Chapter 6

Import existing components

A Studio 5000 Architect project contains one or more components. Each


component represents a hardware device, software project, visualization
server, or document. Components appear in Hardware Diagram and Project
Explorer.
Import existing components from a project file or online controller to add
them to a Studio 5000 Architect project. Once added, connect components to
networks and configure relationships to share tags and control an automation
system.

See also
Import a controller project from a file on page 65
Import a controller project from an online controller on page 66
Import a FactoryTalk View application from a file on page 67

Import a controller project Import Logix Designer project files (.acd) to a Studio 5000 Architect project.
Studio 5000 Architect software adds the controller, chassis or DIN rail, and all
from a file associated modules, tags, and aliases to the project.
If the imported project contains unknown or unsupported modules, Studio
5000 Architect stops the import operation.
If the imported project contains produced or consumed tags using user
defined data types, define the user defined data type in the producer
controller before committing the hardware diagram.

To import a controller project from a file:


1. In Hardware Diagram, right-click on a blank area of the hardware
diagram, then select Add Controller Project.
2. In Open, locate and select the project file to add, then select Open.
3. If importing a 1769 controller, in Bank Configuration, change the
configuration to match your physical controller, then select OK.
4. In Confirm Update Changes, select OK. The controller, chassis or DIN
rail, and all associated modules appear in Hardware Diagram.
Note: Select Cancel if the project contains unknown or unsupported modules. Remove
unsupported modules in Logix Designer and try again.

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Chapter 6 Import existing components

See also
About unsupported modules on page 45
Import a controller project from an online controller on page 66
Confirm Update Changes on page 68

Import a controller project Import a controller project to the Studio 5000 Architect project from an
online controller using either RSLinx Classic or FactoryTalk Linx. Studio 5000
from an online controller Architect software adds the controller, chassis or DIN rail, and all associated
modules, tags, and aliases to the project.
The Import option is only available for the modules supported by Studio 5000
Architect software. Locate the children node when choosing modules to make
sure that the selected modules are supported by Studio 5000 Architect.
If the imported project contains produced or consumed tags using user
defined data types, define the user defined data type in the producer
controller before committing the hardware diagram.

To import a controller project from an online controller:


1. In Hardware Diagram, right-click on a blank area of the hardware
diagram, then select Import from Online Controller....
2. In Import from Online Controller, in Communication Software select
either RSLinx Classic or FactoryTalk Linx.
3. Browse the network tree to select the controller to import into your
project, then select Import.
4. In Choose Matching Controller Configuration File, perform one of
these steps:
• To create a new project file, select Create New.
• To use controller settings from a project file in the list, select the file,
then select Select.
• To use controller settings from a different project file, select
Browse, then add the file to the list. Once Studio 5000 Architect
software verifies the validity of the file, select Select.
5. If importing a 1769 controller, in Bank Configuration, modify the
configuration to match the physical controller, then select OK.
6. In Confirm Update Changes, select OK.

See also
Import a controller project from a file on page 65
Update a hardware diagram with an online controller on page 101
Select Online Controller to Import on page 67

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Chapter 6 Import existing components
Choose Matching Controller Configuration File on page 68
Confirm Update Changes on page 68

Import a FactoryTalk View Import a FactoryTalk View application to the Studio 5000 Architect project.
Studio 5000 Architect software adds the associated PanelView Plus or
application from a file MobileView terminal, tags, displays, global objects, images, macros, and
servers to the project.

To import a FactoryTalk View application from a file:


1. In Hardware Diagram, right-click on a blank area of the hardware
diagram, then select Add Existing FactoryTalk View Project.
2. In Add Existing FactoryTalk View Project, select an application and its
settings:
• Application Type: Select a type of FactoryTalk View application.
• Applications: Select the application to import.
• Language: Select a language for the application.
• Diagram to add discovered hardware to: Select a hardware diagram
where Studio 5000 Architect software imports the components.
3. Select OK.
4. In Update Summary, review the changes, then select OK.
The FactoryTalk View application displays in Project Explorer. If
importing a FactoryTalk View ME application, a PanelView Plus or
MobileView terminal is added to the hardware diagram and its catalog
number is set based on the station resolution of the project.

See also
Add Existing FactoryTalk View Project on page 69

Select Online Controller to How do I open Select Online Controller to Import?

Import • From the Hardware Diagrams menu, select Import from Online
Controller...
Select Online Controller to Import lists controllers connected to the network.
Select a controller to import settings from the online controller to settings in
the Studio 5000 Architect project.

See also
Import a controller project from an online controller on page 66

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Chapter 6 Import existing components

Choose Matching Controller How do I open Choose Matching Controller Configuration File?

Configuration File
If you are importing a controller from an online controller
1. Select Hardware Diagrams > Import from Online Controller...
2. In Select Online Controller to Import, browse the network, select the
controller to import into the project, then click Select.

If you are updating a hardware diagram with an online controller


• Select Use external controller configuration file in Select Online
Controller to Update.
Choose Matching Controller Configuration lists existing project files that are
compatible with the controller you are importing. The selected controller
project and its documentation are added to the Studio 5000 Architect project.
• To import or update to a new project file, select Create New.
• To import or update to a project file in the list, select the file, then
select Select.
• To import or update to a different project file, select Browse, then
add the file to the list. Once Studio 5000 Architect software verifies
the validity of the file, select Select.

See also
Import a controller project from an online controller on page 66
Update a hardware diagram with an online controller on page 101
Select Online Controller to Import on page 67

Confirm Update Changes How do I open Confirm Update Changes?

If you are importing a controller from a file


1. In Hardware Diagram, right-click on a blank area of the hardware
diagram, then click Add Controller Project.
2. In Open, locate and select the project file you wish to add, then click
Open.
3. If you are importing a 1769 controller, in Bank Configuration, modify
the configuration to match your physical controller, then click OK.

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Chapter 6 Import existing components

If you are importing a controller from an online controller


1. In Hardware Diagram, right-click on a blank area of the hardware
diagram, then click Import From Online.
2. In Select Online Controller to Import, browse the network and click
the controller you want to import into your project, then click Select.
3. In Choose Matching Controller Configuration File, perform one of
following steps:
• To create a new project file, click Create New.
• To use controller settings from a project file in the list, click the file,
then click Select.
• To use controller settings from a different project file, click Browse,
then add the file to the list. Once Studio 5000 Architect verifies the
validity of the file, click Select.
4. If you are importing a 1769 controller, in Bank Configuration, modify
the configuration to match your physical controller, then click OK.
Confirm Update Changes lists pending changes to a Studio 5000 Architect
project. This message appears before a project import changes a Studio 5000
Architect project. Review the changes, then continue or cancel the update.

See also
Import a controller project from a file on page 65
Import a controller project from an online controller on page 66
Update a hardware diagram on page 100
Update a hardware diagram with an online controller on page 101

Add Existing FactoryTalk How do I open Add Existing FactoryTalk View Project?

View Project • In Hardware Diagram, right-click on a blank area of the hardware


diagram, then click Add Existing FactoryTalk View Project.
Use Add Existing FactoryTalk View Project to import a FactoryTalk View
application into a Studio 5000 Architect project. Studio 5000 Architect
software updates the project after import.
When importing a FactoryTalk View ME application, a PanelView Plus or
MobileView terminal is added to the hardware diagram and its catalog
number is set based on the project's station resolution.

See also
Import a FactoryTalk View application from a file on page 67

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Chapter 7

Add networks

Networks in Studio 5000 Architect represent the hardware and cables that
allow components to communicate. After connecting components to the same
network, create ownership relationships, tags, and I/O aliases.
In ControlNet and other non-Ethernet networks, must connect components
that communicate with each other to the same network trunk. ControlNet and
other network trunks are only shown in Hardware Diagram.
In Ethernet networks, connect components that communicate with each
other to each other, either directly or through Ethernet switches. Ethernet
switches display in Hardware Diagram. Managed switches owned by a
controller also appear in Project Explorer.

See also
Add a managed Ethernet switch on page 71
Add an unmanaged Ethernet switch on page 72
Add a Generic switch on page 72
Add a network trunk on page 73

Add a managed Ethernet Add a managed Ethernet switch to build or expand an Ethernet network
using Stratix devices. Studio 5000 Architect software supports managed
switch Stratix switches ranging from 3 to 20 ports in their default configuration.
Some switches support expansions up to a total of 26 ports.

To add a managed Ethernet Switch


1. In Toolbox, expand Network Infrastructure and Ethernet Switches.
2. Expand Managed Switches, then expand the list by switch port size.
3. Drag a switch from Toolbox to Hardware Diagram.
4. (optional) In New Switch Graphic, enter the switch properties:
a. (optional) Name: Enter a unique name for the switch.
b. (optional) Description: Enter a description for the switch. Cannot
be longer than 128 characters.
c. Address / Host Name: Set the IP address or host name for the
switch.

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Chapter 7 Add networks
5. Select OK. The Stratix switch appears in the Hardware Diagram and in
Project Explorer under Devices.

See also
Switch Configuration on page 75

Add an unmanaged Ethernet Add an unmanaged Ethernet switch to build or expand an Ethernet network
using Stratix devices. Studio 5000 Architect software supports unmanaged
switch Stratix switches ranging from 4 to 8 ports.

To add an unmanaged Ethernet switch


1. In Toolbox, expand Network Infrastructure and Ethernet Switches.
2. Expand Unmanaged Switches, then expand the list by switch port size.
3. Drag a switch from Toolbox to Hardware Diagram.
4. In New Switch Graphic, enter a unique name for the switch, then
select OK. The switch appears in Hardware Diagram and in Project
Explorer under Devices.

See also
Switch Configuration on page 75

Add a Generic switch Add a generic switch to the Studio 5000 Architect project. Use generic
switches to connect mainstream Ethernet hardware to the automation
system.

To add a Generic Switch


1. In Toolbox, expand Network Infrastructure and Generic Switch.
2. Drag a Generic Switch from Toolbox to Hardware Diagram.
3. (optional) In New Generic Switch Graphic, configure the switch
properties:
• Name: Enter a unique name for the switch.
• Description: Enter a description for the switch. Cannot be longer
than 255 characters.
• Type: Select whether the switch is Managed or Unmanaged.
• Number of Ports: Select the number of ports on the switch.
• Address / Host Name: If the switch is managed, set the IP address
or host name for the switch.
4. Select OK. The generic switch appears in Hardware Diagram and in
Project Explorer under Devices.

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Chapter 7 Add networks

See also
New Generic Switch Graphic on page 74

Add a network trunk ControlNet and other network trunks represent the cabling that connects
non-Ethernet components. Using multiple controllers or modules to
communicate across a ControlNet or other non-Ethernet network requires a
network trunk.
ControlNet trunks are blue, other network trunks are black.

To add a network trunk


1. From the Network Trunk list, select a network trunk type, then select
Network Trunk Tool.
2. In Hardware Diagram, either:
• Select the location to set the trunk position.
• Drag over a location to set both the trunk position and size.
Studio 5000 Architect software displays the network trunk in
Hardware Diagram.

See also
Connect components to a network trunk on page 74
Add, import, and remove components on page 15

Connect Ethernet For Ethernet components to communicate with each other, connect them to
the same Ethernet network. In most cases, components connect to an
components Ethernet switch. Components with multiple Ethernet ports support Device
Level Ring (DLR) connections and can connect components without a switch.
Ethernet connections and ports are green.

To connect Ethernet components


1. In Hardware Diagram, drag the component or component port to an
unused port on an Ethernet switch or other Ethernet component.
2. (optional) If the new connection links two previously unconnected
networks, Studio 5000 Architect software combines them into a single
network. In Select Network Name, enter a network name for the
combined network, then select OK.

See also
Add a managed Ethernet switch on page 71

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Chapter 7 Add networks
Add an unmanaged Ethernet switch on page 72
Add a Generic switch on page 72
Connect components to a network trunk on page 74

Connect components to a In order for ControlNet and other non-Ethernet components to communicate
with each other, connect the components to the same network trunk.
network trunk Components can only connect to one network trunk at a time.
ControlNet connections are blue, other network connections are black.

To connect a device to a network trunk


• In Hardware Diagram, drag the component or component port to the
ControlNet or other network trunk.

See also
Add a network trunk on page 73
Connect Ethernet components on page 73

Add an Ethernet Tap Add an Ethernet tap to monitor messages on an Ethernet network.

To add an Ethernet tap


1. In Toolbox, expand Network Infrastructure, Ethernet Switches,
Managed Switches, and 3-Port Switches.
2. Drag an Ethernet tap from Toolbox to Hardware Diagram.
3. In New Switch Graphic, configure the switch properties, then select
OK:
• (optional) Name: Enter a unique name for the Ethernet tap.
• (optional) Description: Enter a description for the Ethernet tap.
• Address / Host Name: Select a network type and set the IP address
or host name for the Ethernet tap.
4. Select OK. The Ethernet tap appears in Hardware Diagram and in
Project Explorer under Devices.

See also
Connect Ethernet components on page 73
Switch Configuration on page 75

New Generic Switch Graphic How do I open New Generic Switch Graphic?

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Chapter 7 Add networks
1. In Toolbox, expand the Network Infrastructure and Generic Switch
folders.
2. Drag a Generic Switch from Toolbox to the Hardware Diagram.
Use New Generic Switch Graphic to set switch settings for a new Ethernet
switch. Edit these settings after the switch is added to the project.
Settings Description
Name Specifies the name of the generic switch.
Description Specifies the description of the generic switch. Cannot be longer than 255 characters.
Type Specifies the type of switch:
• Unmanaged: Unmanaged switches provide a basic network connection. No additional network
configuration is required with this option.
• Managed: Managed switches allow taking control of communication over an Ethernet network.
Configure the address or host name if choosing this option.
Number of Ports Specifies the number of ports to create connections between communication modules. The value range
is 2 to 26.
Address/Host Name Specifies the IP configuration for a managed switch. Three options are:
• Private Network: Select the value from the list, from 1 to 254.
• IP Address: Enter a unique IP address to identify each node on the IP network.
• Host Name: Enter a fully qualified domain name, such as switch.yourcompany.com.

See also
Add a Generic switch on page 72

Switch Configuration How do I open Switch Configuration?


1. In Toolbox, expand the Network Infrastructure, Ethernet Switches,
Managed Switches or Unmanaged Switches, and number of port
folders.
2. Drag the desired switch from Toolbox to the Hardware Diagram.
Use Switch Configuration to set the name, description, and network settings
for a new Stratix switch or Ethernet tap. Edit these settings after the switch or
tap is added to the project.
Settings that do not apply to the switch or tap are hidden.
Setting Description
Type Specifies the type of the switch.
Vendor Shows the vendor information of the switch.
Name Shows the switch name specified in New Switch Graphic.
Description Specifies the description for the switch. Cannot be longer than 128 characters.
Expansions Specifies the port expansion information. Three available options are:
• (0) - None
• (1) - 8 port expansion
• (2) - 8 port expansion (16 ports total)

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Chapter 7 Add networks
Setting Description
Address / Host Name Specifies the configuration for the switch. The setting is available if the switch type is Managed. Three
options are:
• Private Network: Select the value from the list, from 1 to 254.
The Private Network setting is not available for Stratix 6000 switches.
• IP Address: Enter a unique IP address to identify each node on the IP network.
• Host Name: Enter a fully qualified domain name, such as switch.yourcompany.com.

See also
Add a managed Ethernet switch on page 71
Add an unmanaged Ethernet switch on page 72
Add an Ethernet Tap on page 74

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Chapter 8

Add relationships and tags

For components to communicate with each other in production, they must


have one of three relationships:
Relationship Description
Ownership relationship Connects one module to one controller or FactoryTalk Linx server.
Producer/consumer relationship Connects one controller to another controller.
Shortcut Connects one controller to a FactoryTalk Linx server for use in a FactoryTalk View application.

Once two components have a relationship, they can communicate with each
other using one or more tags. Add tags for producer/consumer relationships,
point tags, and axis tags using Studio 5000 Architect or Logix Designer.

See also
Add an ownership relationship on page 83
Add a producer/consumer relationship on page 83
Add a shortcut on page 84
Add a produced and consumed tag on page 85
Add a point tag on page 86

About ownership An ownership relationship connects one module to one controller or


FactoryTalk Linx server. Once the relationship is added, the controller or
relationships server "owns" the module and can read from or write to its tags. A controller
or server can own multiple modules. Modules can have multiple owners. In
large automation systems, ownership relationships can be very complex with
many modules owned by many controllers across multiple chassis.
Ethernet devices owned by or added to the I/O configuration of a controller
are counted toward the node limits of the controller.
Studio 5000 Architect software displays the owned modules for each
controller in Project Explorer under the controller project's I/O Configuration
folder. Studio 5000 Architect displays owned modules for each FactoryTalk
Linx server in Communications.
To add an ownership relationship, one of these conditions must be true:
• Either the controller and the target module must be on the same
chassis

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Chapter 8 Add relationships and tags
• Or the controller or FactoryTalk Linx server must own all
communication modules along the path to the target module's chassis

Example
A controller in Chassis A needs to read tags from an input module across the
factory floor in Chassis B. The two chassis are physically connected using an
Ethernet network. Adding an ownership relationship between the controller
and the input module is a four step process:
1. In Studio 5000 Architect software, connect the two chassis together
using communication modules and an Ethernet switch.
2. Add an ownership relationship between the communication module in
Chassis A and the controller.
3. Add an ownership relationship between the communication module in
Chassis B and the controller.
4. Add an ownership relationship between the input module in Chassis B
and the controller.

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Chapter 8 Add relationships and tags
Project Explorer shows the path of owned modules in the controller project's
I/O Configuration folder.

See also
Add networks on page 71
Add an ownership relationship on page 83

Common module configuration errors on page 88


Ethernet node limitations on page 88
Project Explorer on page 12

About producer/consumer A producer/consumer relationship connects one controller to another


controller. Once the relationship is added, the consumer controller can read
relationships from or write to specific tags provided by the producer controller. A consumer
controller can consume tags from many producer controllers. Similarly, a
producer controller can produce tags for many consumer controllers. In large
automation systems, producer/consumer relationships can be very complex
with many controllers producing and consuming tags from multiple
controllers.
Studio 5000 Architect software displays the producer controllers for each
consumer controller in Project Explorer under the controller project's I/O
Configuration folder.
To add a producer/consumer relationship, one of these conditions must be
true:
• Either the consuming controller and the producing controller must be
on the same chassis

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Chapter 8 Add relationships and tags
• Or the consuming controller must own all communication modules
along the path to the producer controller's chassis

Example
A controller in Chassis A needs to consume tags from a controller across the
factory floor in Chassis B. The two chassis are physically connected using an
Ethernet network. Adding a producer/consumer relationship between the
consuming controller and the producing controller is a four step process:
1. In Studio 5000 Architect software, connect the two chassis together
using communication modules and an Ethernet switch.
2. Add an ownership relationship between the communication module in
Chassis A and the consuming controller in chassis A.
3. Add an ownership relationship between the communication module in
Chassis B and the consuming controller in chassis A.
4. Add a producer/consumer relationship between the producing module
in Chassis B and the consuming controller in Chassis A.

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Chapter 8 Add relationships and tags
Project Explorer shows the path of owned modules and producer controllers
in the consumer controller project's I/O Configuration folder.

See also
Add networks on page 71
Add an ownership relationship on page 83

Add a producer/consumer relationship on page 83


Project Explorer on page 12

About shortcuts A shortcut connects one controller to a FactoryTalk Linx server for use in a
FactoryTalk View project. Once the relationship is added, the FactoryTalk Linx
server can read from or write to the controller's tags. This allows a FactoryTalk
View application to communicate with a controller.
Studio 5000 Architect software displays the shortcuts for each FactoryTalk
Linx server in Communications.
To add a shortcut, the FactoryTalk Linx server must own all communication
modules along the path to the target module's chassis.

Example
A FactoryTalk View application with a FactoryTalk Linx server (right) needs to
read tags from a controller across the factory floor in Chassis A. The chassis
and the computer are physically connected using an Ethernet network.
Adding a shortcut between the FactoryTalk Linx server and the controller is a
three step process:

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Chapter 8 Add relationships and tags
1. In Studio 5000 Architect software, connect the computer hosting the
FactoryTalk Linx server to Chassis A using communication modules
and an Ethernet switch.
2. Add an ownership relationship between the communication module in
Chassis A and the FactoryTalk Linx server.
3. Add a shortcut between the controller in Chassis A and the FactoryTalk
Linx server.

Communications shows the path of each shortcut from the FactoryTalk Linx
server to the controller.

See also
Add networks on page 71
Add an ownership relationship on page 83

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Chapter 8 Add relationships and tags
Add a shortcut on page 84
Communications on page 93

Add an ownership An ownership relationship connects one module to one controller or


FactoryTalk Linx server. Once the relationship is added, the controller or
relationship server owns the module and can read from or write to its tags.
FactoryTalk Linx servers can only own controllers or communication modules
and can only read tags from controllers.

Prerequisites
• Either place the controller and the target module on the same chassis,
or make the FactoryTalk Linx server the owner of all communication
modules along the path to the target module.

To add an ownership relationship


1. In Hardware Diagram, locate the module to be owned by the
controller or FactoryTalk Linx server.
2. Drag the module on top of the controller or FactoryTalk Linx server.
3. In Configure Module, set the keying, and network settings, then select
OK.
4. Commit the hardware diagram to save the module configurations to
the Logix Designer project or FactoryTalk View application.
Project Explorer displays the owned modules for each controller and
Communications displays owned modules for each FactoryTalk Linx server.

See also
About ownership relationships on page 77
Configure Module on page 89

Add a producer/consumer A producer/consumer relationship connects one controller to another


controller. Once the relationship is added, the consumer controller can read
relationship from or write to specific tags provided by the producer controller.

Prerequisites
• Either place the consumer controller and producer controller on the
same chassis, or make the consumer controller the owner of all
communication modules along the path to the producer controller

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Chapter 8 Add relationships and tags

To add a producer/consumer relationship


1. In Hardware Diagram, locate the controller to produce tags for the
consumer controller.
2. Drag the producer controller on top of the consumer controller.
3. In Configure Module, set the keying settings, then select OK.
4. Commit the hardware diagram to save the controller configurations to
the Logix Designer projects.
Project Explorer shows the path of owned modules and producer controllers
in the I/O Configuration folder of the consumer controller project.

See also
About producer/consumer relationships on page 79
Configure Module on page 89

Add a shortcut A shortcut connects one controller to a FactoryTalk Linx server for use in a
FactoryTalk View application. Using the shortcut, the FactoryTalk Linx server
reads from or writes to the controller's tags. This allows a FactoryTalk View
application to communicate with a controller.

Prerequisites
• The FactoryTalk Linx server must own all communication modules
along the path to the target controller.

To add a shortcut
1. In Hardware Diagram, locate the controller to use in the FactoryTalk
View application.
2. Drag the controller on top of the computer that hosts the FactoryTalk
Linx server.
3. In Add New or Modify Existing Shortcut, set the shortcut settings,
then select OK:
• Shortcut name: Enter a new shortcut name or select an existing
shortcut from the list. Selecting an existing shortcut overwrites it.
• Offline tag file: Enter a path to an offline tag file
• Enable Alarms and Events: Enable or disable Alarms and Events
support on the shortcut. Only enable if alarms and events are
defined in the controller and the FactoryTalk View application
responds to those alarms or events.
4. Commit the hardware diagram to save the controller configurations to
the FactoryTalk View applications.

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Chapter 8 Add relationships and tags
Communications shows the path of each shortcut from the
FactoryTalk Linx server to the controller.

See also
About shortcuts on page 81
Add New or Modify Existing Shortcut on page 93
Communications on page 93
Add an RSLinx Enterprise Server Project on page 56

Add a produced and Add produced and consumed tags to allow a consumer controller to read and
write values in a producer controller.
consumed tag

Prerequisites
• Add a producer/consumer relationship between two controllers.
• In the View menu, verify Produce/Consume Tags is checked.

To add a produced and consumed tag


1. In Produce/Consume Tags, select Add.
2. In Consumer Tag, select a consumer controller and a name for the tag.
3. Select Connection.
4. In Producer Tag, select a producer controller.
5. (optional) In Producer Tag, configure the tag options:
• External Access: Select the type of access for external controllers:
Read/Write, Read Only, or None.
• RPI: Enter a requested packet interval in milliseconds. The producer
controller updates the tag once per interval.
• Allow Unicast Consumer Connection: Select whether the tag is
broadcast using a one-to-one consumer connection.
6. Select OK.
7. In Consumer Tag, configure the remaining tag options:
• Data Type: Select a data type for the tags.
• External Access: Select the type of access for external controllers:
Read/Write, Read Only, or None.
• Array Dimensions: Select the number of dimensions. Only available
for array-like data types.
• Use Unicast Connection over EtherNet/IP: Select whether the tag is
consumed using a one-to-one consumer connection.
8. Select OK.

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Chapter 8 Add relationships and tags
9. Commit the hardware diagram to save the tags to the Logix Designer
projects.

See also
Produce/Consume Tags on page 90
Consumer Tag on page 91
Producer Tag on page 91

Add a point tag A point tag, also known as an I/O alias, allows referencing the point tag
instead of the I/O point in your controller programs. This is useful shorthand
for controllers with many inputs and outputs.
If the Create alias tags automatically when Point Tag is defined setting in
Studio 5000 Architect options is enabled, adding a point tag automatically
adds controller scope alias tags in each owning controller's project. If the
setting is disabled, corresponding alias tags are not added.

Prerequisites
• Verify the I/O module is owned by at least one controller.
• In the View menu, verify I/O Aliases is checked.

To add a point tag


1. In Hardware Diagram, select an I/O module.
2. In I/O Aliases, click in the Point Tag column for an I/O point.
3. Enter a name for the point tag, then select Enter.
4. Commit the hardware diagram to save the tags to the Logix Designer
projects.

See also
I/O Aliases on page 92

Add an axis tag An axis tag allows a controller project to reference a specific axis of motion on
a Kinetix 5500 servo drive. Create the tag in either Studio 5000 Architect or
Logix Designer software. The tag is committed and updated as part of a Logix
Designer project.

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Chapter 8 Add relationships and tags

To add an axis tag


1. Drag the Kinetix 5500 servo drive on top of a controller to create an
ownership relationship.
2. In Kinetix 5500 Servo Drives Configuration, set the keying settings.
3. Select the Associated Axes tab.
4. In Axis Name, enter the name for the axis tag.
5. (optional) In Motion Group, enter or select a motion group to contain
the axis tag.
6. Select OK.
7. Commit the hardware diagram to save the tag to the Logix Designer
project.
Studio 5000 Architect displays the new axis tag and motion group in
Project Explorer under the controller project's Motion Groups folder.

See also
Add an ownership relationship on page 83
Kinetix 5500 Servo Drives Configuration on page 46

Edit a produced and Edit a produced and consumed tag to change its name, description, data type,
access options, or RPI.
consumed tag

To edit a produced and consumed tag


1. In Produce/Consume Tags, locate and select the tag to edit.
2. Select Edit.
3. In Consumer Tag, edit the name, description, data type, or access
options.
4. (optional) Select Connection to open Producer Tag to edit the RPI,
then select OK.
5. Select OK.

See also
Produce/Consume Tags on page 90
Consumer Tag on page 91
Producer Tag on page 91

Edit a shortcut Edit a shortcut to change its name or offline tag file.

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Chapter 8 Add relationships and tags

To edit a shortcut
1. In Project Explorer, expand the Projects folder and hardware diagram
containing the FactoryTalk View application.
2. Expand the FactoryTalk View project containing the FactoryTalk Linx
server to modify.
3. Right-click the FactoryTalk Linx server, then select Properties.
4. In Properties, select Shortcuts.
5. Select the arrows next to the shortcut to edit.
6. Change the name or controller tag file.
7. Select OK.

See also
About shortcuts on page 81

Common module When adding an ownership relationship between an Add-On Profile (AOP)
module and a controller, Studio 5000 Architect software checks the validity of
configuration errors the relationship against Logix Designer relationship rules. If the relationship
is invalid, Studio 5000 Architect software displays an error message.
Common error messages include:
Error Message Resolution
Child module incompatible with parent module. Verify module properties in Logix Designer.
Network size exceeds the allowable size for a network. Remove EtherNet devices from the network.
Child will not work under the specified parent port. Add the ownership relationship with the controller using a compatible
port.
Catalog Services could not be found. This could indicate the Catalog Services is not Verify Logix Designer and Catalog Services are installed properly.
installed.
The maximum number of Ethernet nodes for this controller type has been exceeded. Remove Ethernet devices from the I/O configuration of the controller.
The module does not allow disabled electronic keying when safety connections are Enable Electronic Keying in module properties or remove the safety
present. connections.
Module is not initialized. Likely cause is the module identity (CIP Key) or the module Remove Powerflex 523 or 525 AC drive devices from the drive
parent is not set. configuration of the controller.

See also
About ownership relationships on page 77
Add an ownership relationship on page 83

Ethernet node limitations Any Ethernet/IP device that is owned by or added to the I/O configuration of
a controller is counted towards the node limits of the controller. ControlLogix
and CompactLogix controllers count all devices connected to local and remote
Ethernet ports.

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The maximum number of connected Ethernet nodes varies by controller. Use
the Capacity tab in the Logix Designer software to determine limits for a
controller.
Examples of devices counted as Ethernet nodes when added to the I/O
Configuration tree are:
• Remote communication adapter
• I/O modules connected to the EtherNet/IP network
• Motion devices, such as drives
• Remote controllers
• HMI devices that are included in the I/O Configuration tree, for
example, PanelView Plus terminals
• Linking devices, such as the 1788-EN2DNR
• Third-party devices that are directly connected to the EtherNet/IP
network
The local Ethernet modules and embedded Ethernet ports are not included in
the count.

See also
Add an ownership relationship on page 83

Configure Module How do I open Configure Module?

If adding an ownership relationship:


1. In Hardware Diagram, locate the module that will be owned by the
controller or RSLinx server.
2. Drag the module on top of the controller or RSLinx server that will own
it.

If adding a producer/consumer relationship


1. In Hardware Diagram, locate the controller that will produce tags for
the consumer controller.
2. Drag the producer controller on top of the consumer controller.
Use Configure Module to set keying and connection settings for a module or
producer controller. Use these settings to create an ownership relationship or
a producer/consumer relationship. Edit these settings using the Edit Device
Properties Module Configuration tab.
Settings that do not apply to a module or controller are hidden.
Setting Description
Type Specifies the type of the module.

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Chapter 8 Add relationships and tags
Setting Description
Vendor Shows the vendor information of the module.
Parent Shows the name of the parent module. If the module is in the local chassis, displays Local.
Name Shows the name of the module.
Description Specifies the description for the module.
Comm Format Specifies the format of the module (input or output).
Slot Shows the slot in the chassis where the module exists.
Specifies the electronic keying protection mode to prevent a module from being inserted in the wrong slot.
• Exact Match. Requires all attributes of the physical module and the module created in the software to match.
• Compatible Module Keying. Accepts or rejects the connection based on firmware compatibility.
Electronic Keying
• Disable Keying. Requires no attributes of the physical module and the module configured in the software to match.
Modifying the Electronic Keying option may cause the module connection to break or result in a loss of data, or both. If
used incorrectly, this option can lead to personal injury or death, property damage or economic loss.
Revision Specifies the major (primary) and minor (secondary) firmware version of the module.
Specifies the node on the module trunk where the module exists.
Node
This option is only available for ControlNet modules that you are associating with a controller.
Specifies the configuration for the switch. These settings are available for managed Ethernet switches. There are three
options:
Address / Host Name • Private Network: Select the value from the list, from 1 to 254.
• IP Address: Enter a unique IP address to identify each node on the IP network.
• Host Name: Enter a fully qualified domain name, such as switch.yourcompany.com.

See also
Add an ownership relationship on page 83
Add a producer/consumer relationship on page 83

Produce/Consume Tags How do I open Produce/Consume Tags?


• From the View menu, check Produce/Consume Tags.
Use Produce/Consume Tags to add, edit, and remove produced and
consumed tags from controller projects.

The columns in Produce/Consume Tags are:


Column Description
Consumer Controller The name of the consumer controller.
Consumer Tag The name of the consumed tag in the consumer controller project.
Data Type The data type of the tag, such as BOOL or DINT.
Producer Controller The name of the producer controller.
Producer Tag The name of the produced tag in the producer controller project.

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Column Description
RPI The requested packet interval (RPI) of the tag. The producing controller updates the tag once per interval. The default
interval is 20ms.
Class The class of the tag, either Standard or Safety. Only available for safety controllers, such as a 1756-L61S.

See also
Add a produced and consumed tag on page 85
Edit a produced and consumed tag on page 87

Consumer Tag How do I open Consumer Tag?


• In Produce/Consume Tags, click Add or Edit.
Use Consumer Tag to add or edit a consumer tag.
The Consumer Tag settings are:
Setting Description
Controller The controller that consumes the tag.
Tag Name The tag name used in both the producer and consumer controller.
Description The description of the tag. Cannot be longer than 120 characters.
Data Type The data type of the tag, such as BOOL or DINT.
For safety class producer/consumer tags, the user defined data type must be defined in Logix Designer and the data
type of the first element must be CONNECTION STATUS.
Class The class of the tag, either Safety or Standard. Only available for safety controllers, such as a 1756-L61S.
External Access The level of access that external applications and devices have to the tag.
• Read/Write: External applications and devices can both read and change the tag's value.
• Read Only: External applications and devices can only read the value of the tag.
• None: External applications and devices cannot read or change the tag's value.

Array Dimensions Sets the number of dimensions for the tag. The default is 0
Use Unicast Connection over EtherNet/IP Sets whether or not the tag is consumed using a unicast connection. This setting is only available if the connection
between the producer and the consumer is over EtherNet/IP.

See also
Add a produced and consumed tag on page 85
Edit a produced and consumed tag on page 87
Producer Tag on page 91

Producer Tag How do I open Producer Tag?


1. In Produce/Consume Tags, click Add or Edit.
2. In Consumer Tag, click Connection.
Use Producer Tag to add or edit a producer tag.
The Producer Tag settings are:

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Chapter 8 Add relationships and tags
Setting Description
Controller The controller that produces the tag.
Tag Name The tag name used in both the producer and consumer controller.
Description The description of the tag. 120 character maximum.
Class The class of the tag, either Safety or Standard. Only available for safety
controllers, such as a 1756-L61S.
External Access The level of access that external applications and devices have to the
tag.
• Read/Write: External applications and devices can both read and
change the tag's value.
• Read Only: External applications and devices can only read the value
of the tag.
• None: External applications and devices cannot read or change the
tag's value.
RPI The requested packet interval (RPI) of the tag. The producing controller
updates the tag once per interval. The default interval is 20ms.
Allow Unicast Consumer Connections Sets whether or not the tag is provided using a unicast connection to the
consumer controller. This setting is only available if the connection
between the producer and the consumer is over EtherNet/IP.

See also
Add a produced and consumed tag on page 85
Edit a produced and consumed tag on page 87
Consumer Tag on page 91

I/O Aliases How do I open I/O Aliases?


• From the View menu, check I/O Aliases.
Use I/O Aliases to add, edit, and remove point tags. I/O Aliases shows each I/O
module owned by a selected controller and lists the I/O points, direction, and
created point tags of the module. Cannot create or edit tags for an I/O module
unless the module is owned by at least one controller.

The I/O Aliases columns are:


Column Description
Name The name of the module.
Catalog Number The catalog number of the module.
Description The description of the module.

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Chapter 8 Add relationships and tags
Column Description
Point The number of the physical input or output point on the module.
Type/Direction The type of input or output, as defined by the module.
Point Tag The point tag as defined for the module.
InputController Shows the alias tag as defined in each owner controller's project. If
multiple controllers own the module, multiple columns are shown.

See also
Add a point tag on page 86
Add an ownership relationship on page 83

Communications How do I open Communications?


• From the View menu, check Communications.
Use Communications to view and edit shortcut paths for FactoryTalk View
applications that have FactoryTalk Linx servers.

See also
Add a shortcut on page 84

Add New or Modify Existing How do I open Add New or Modify Existing Shortcut?

Shortcut 1. In Hardware Diagram, locate the controller that will be used in the
FactoryTalk View project.
2. Drag the controller on top of the computer that hosts the RSLinx
server.
Use Add New or Modify Existing Shortcut to set a name and offline tag file
for a new or existing shortcut. Change these settings after the shortcut is
created using the Properties Shortcuts tab when editing a FactoryTalk Linx
server.

See also
Add a shortcut on page 84
Edit a shortcut on page 87

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Chapter 9

Customize a hardware diagram

Add graphics, files, text boxes, shapes, and links to display additional
information or reference material about the project. Graphics, files, text
boxes, shapes and links appear in Hardware Diagram.

See also
Add a graphic on page 95
Add a file on page 95
Add a text box on page 96
Add a shape on page 96
Add a link on page 97

Add a graphic Add a graphic in Hardware Diagram to display information related to the
network design. Studio 5000 Architect software provides a set of sample
device images, located at C:\Users\Public\Documents\Studio
5000\Samples\Architect\Graphics.

To add a graphic:
1. Select Edit > Add Graphic.
2. In Add Graphic, type the path to the file or select Browse to select an
image file, then select OK.

See also
Supported graphic formats on page 97
Add a file on page 95

Add a file Add any file to Hardware Diagram to accompany the project. Add any file
type. Commonly added files are configuration and documentation. Added
files are copied into the project folder and appear in Hardware Diagram as
images.

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Chapter 9 Customize a hardware diagram

To add a file:
1. Select Edit > Add File.
2. In Add File, configure the image and file settings:
• Image file name: Enter the path to the file or select Browse to select
an image file.
• File name: Enter the path to the file or select browse to select the
file.
3. Select OK. Studio 5000 Architect software adds the file to the project
and the file appears in Hardware Diagram as the selected image.

See also
Add a graphic on page 95
Supported graphic formats on page 97

Add a text box Add text boxes in Hardware Diagram to label components.

To add text:
1. From the Drawing toolbar, select the Text Tool.
2. Click in Hardware Diagram to set the position or select and drag to set
both the position and size.
3. In Text Box Properties, configure the text settings:
• In the space provided, type the text.
• (optional) Select the text properties, such as bold, italic, underline,
strikeout, color, font
• (optional) Choose a border for the text box and specify the options
for the border style.
4. Select OK. The text appears in Hardware Diagram.

See also
Text Box Properties on page 97

Add a shape Add shapes in Hardware Diagram to label and group components.

To add shapes:
1. From the Drawing toolbar, select the appropriate tool:
• Line Tool
• Rectangle Tool
• Circle Tool

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Chapter 9 Customize a hardware diagram
2. Drag in Hardware Diagram to set the position and size.

See also
Element Properties on page 98

Add a link Add a web link in Hardware Diagram to refer to a web page or document
containing more information about the network design. Web links are
represented in Hardware Diagram using text and an optional image.

To add a link:
1. Select Edit > Add Web Link.
2. In Add Web Link, configure these settings:
• Text: Enter the text to display in the hardware diagram.
• (optional) Image: Enter the path to the file or select Browse to select
an image file.
• URL: Enter the URL to the content.
3. Select OK. Studio 5000 Architect software displays the link in
Hardware Diagram.

See also
Supported graphic formats on page 97

Text Box Properties How do I open Text Box Properties?

• If you are adding a text box, click the Text Tool, then click in
Hardware Diagram to set the position or drag across the hardware
diagram to set both the position and size.
• If you are editing a text box, right-click the text box and select
Properties.
Use Text Box Properties to add or edit a text box in a Studio 5000 Architect
project. Change the text, font, size, color, effects, and borders of a text box.

See also
Add a text box on page 96

Supported graphic formats Studio 5000 Architect software supports these graphic formats:
• Bitmap (BMP)
• Device-independent bitmap (DIB)
• Graphics interchange format (GIF)
• Joint Photographic Experts Group (JPEG)

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Chapter 9 Customize a hardware diagram
• Portable Network Graphics (PNG)
• Icon (ICO)

See also
Add a graphic on page 95
Add a file on page 95
Add a link on page 97

Element Properties How do I open Element Properties?


• In Hardware Diagram, right-click on a rectangle, circle, or line, then
click Properties.
Use Element Properties to set border and fill options for a rectangle, circle, or
line.

See also
Add a shape on page 96

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Chapter 10

Commit and update hardware diagrams

Committing a hardware diagram pushes all changes made to software


components in Studio 5000 Architect into the associated Logix Designer and
FactoryTalk View project files. Any differences in the project files, including
AOIs and UDTs, are overwritten. Studio 5000 Architect creates a new project
file if it does not exist.
Updating a hardware diagram pulls all changes made in associated Logix
Designer or FactoryTalk View project files into Studio 5000 Architect software
components. Updating with an online controller applies changes in the
controller project to Studio 5000 Architect software components. Any
differences in the Studio 5000 Architect components, including Add-On
Instructions (AOIs) and User Defined Types (UDTs), are overwritten.
To avoid accidentally overwriting project and application changes, commit
changes from Studio 5000 Architect before editing in Logix Designer or
FactoryTalk View Studio. Similarly, update changes from Logix Designer or
FactoryTalk View Studio before editing in Studio 5000 Architect.

See also
Commit a hardware diagram on page 99
Update a hardware diagram on page 100
Update a hardware diagram with an online controller on page 101
Commit a single project on page 102
Update a single project on page 103

Commit a hardware Committing a hardware diagram pushes all changes made to software
components in Studio 5000 Architect software into the associated Logix
diagram Designer and FactoryTalk View application files. Committing overwrites any
differences in the project files. Studio 5000 Architect software creates new
project files if they do not exist. Commit each hardware diagram separately.

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Chapter 10 Commit and update hardware diagrams
To avoid accidentally overwriting project and application changes, commit
changes from Studio 5000 Architect software before editing in Logix Designer
or FactoryTalk View Studio software.
Important: If a FactoryTalk View application has a shortcut that is not in the
Studio 5000 Architect project, the commit does not remove the
shortcut from the FactoryTalk View application.

To commit a hardware diagram


1. In Project Explorer, expand the Devices folder, then select a hardware
diagram.
2. From the Sync menu, select Commit Diagram Changes.
3. In Commit Summary, review the changes to the Logix Designer or
FactoryTalk View applications, then select OK.
4. When Studio 5000 Architect software finishes committing the
hardware diagram, in Committing Projects, select Close. The results
appear in Output.

See also
Output on page 103
Errors during commit and update on page 106

Update a hardware diagram Updating a hardware diagram applies all changes made in associated Logix
Designer or FactoryTalk View application files to Studio 5000 Architect
software components. Any differences in the Studio 5000 Architect
components are overwritten. Update each hardware diagram separately.
If a Logix Designer project or FactoryTalk View application contains a module
that is not supported, Studio 5000 Architect software adds an unsupported
module image in the appropriate chassis, DIN rail, or slot. If a module is
unnamed, Studio 5000 Architect software automatically generates a module
name based on the catalog number of the module.
To avoid accidentally overwriting project and application changes, update
changes from Logix Designer or FactoryTalk View Studio software before
editing in Studio 5000 Architect software.

To update a hardware diagram


1. In Project Explorer, expand the Devices folder, then select a hardware
diagram.
2. From the Sync menu, select Update Diagram Changes.
3. (optional) If Ethernet Configuration appears, configure the Ethernet
connections, then select OK.

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Chapter 10 Commit and update hardware diagrams
4. In Update Summary, review the changes to the hardware diagram,
then select OK.
5. (optional) If Validate Results for PointTag update appears, review
changes to point tags, then select OK.
The results of the update show in Output.

See also
Output on page 103
About unsupported modules on page 45
Errors during commit and update on page 106

Update a hardware diagram Updating with an online controller applies changes from the controller
project into Studio 5000 Architect software components. Any differences in
with an online controller the Studio 5000 Architect components are overwritten. Update each
hardware diagram separately.
If the controller project contains a module that is not supported, Studio 5000
Architect software adds an unsupported module image in the appropriate
chassis, DIN rail, or slot. If a module is unnamed, Studio 5000 Architect
software automatically generates a module name based on the module's
catalog number.
To avoid accidentally overwriting project and application changes, update
changes from Logix Designer or FactoryTalk View Studio software before
editing in Studio 5000 Architect software.

To update a hardware diagram with an online controller


1. In Project Explorer, expand the Devices folder, then select a hardware
diagram.
2. From the Sync menu, select Update Changes from Online Controller.
3. In Select Online Controller to Update, browse the network and select
the controller to import into the hardware diagram.
4. (optional) To update the online controller to a project other than the
one associated with the existing controller component, select Use
external controller configuration file.
5. Click Select.
6. (optional) If Use external controller configuration file is selected,
Choose Matching Controller Configuration File appears. Perform one
of these steps:
• To update to a new project file, select Create New.
• To update to a project file in the list, select the file, then Select.

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Chapter 10 Commit and update hardware diagrams
• To update to a different project file, select Browse, then add the file
to the list. Once Studio 5000 Architect software verifies the validity
of the file, click Select.
7. (optional) If updating with a 1769 controller, in Bank Configuration,
change the configuration to match the physical controller, then select
OK.
8. In Update Summary, review the changes to the hardware diagram,
then select OK.
9. (optional) If Validate Results for PointTag update appears, review
changes to point tags, then select OK.
The results of the update show in Output.

See also
Update a hardware diagram on page 100
Select Online Controller to Update on page 104
Choose Matching Controller Configuration File on page 68
Errors during commit and update on page 106

Commit a single project Commit a single project to apply all changes made in the Studio 5000
Architect project to the associated Logix Designer project or FactoryTalk View
application file. Any differences in the project file are overwritten. Studio
5000 Architect creates a new project file if one does not exist.
To avoid accidentally overwriting project and application changes, commit
changes from Studio 5000 Architect software before editing in Logix Designer
or FactoryTalk View Studio software.
Important: If a FactoryTalk View application has a shortcut that is not in the
Studio 5000 Architect project, the commit does not remove the
shortcut from the FactoryTalk View application.

To commit a single project


1. In Project Explorer, expand the Projects folder
2. (optional) If Arrange Projects by Hardware Diagram is enabled,
expand the hardware diagram containing the project.
3. In Project Explorer, select a project.
4. From the Sync menu, select Commit Project Changes.
5. In Commit Summary, review the changes to the Logix Designer
project or FactoryTalk View application, then select OK.
6. When Studio 5000 Architect software finishes committing the project,
in Committing Projects select Close. The results display in Output.

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Chapter 10 Commit and update hardware diagrams

See also
Output on page 103
Errors during commit and update on page 106

Update a single project Update a project to apply all changes made in its associated Logix Designer
project or FactoryTalk View application file to the Studio 5000 Architect
project. Any differences in the Studio 5000 Architect project are overwritten.
If a Logix Designer project or FactoryTalk View application contains a module
that is not supported, Studio 5000 Architect software adds an unsupported
module image in the appropriate chassis, DIN rail, or slot. If a module is
unnamed, Studio 5000 Architect software automatically generates a module
name based on the module's catalog number.
To avoid accidentally overwriting project and application changes, update
changes from Logix Designer or FactoryTalk View Studio software before
editing in Studio 5000 Architect software.

To update a single project


1. In Project Explorer, expand the Projects folder.
2. (optional) If Arrange Projects by Hardware Diagram is enabled,
expand the hardware diagram containing the project.
3. In Project Explorer, select a project.
4. From the Sync menu, select Update Project Changes.
5. (optional) If Ethernet Configuration appears, configure the Ethernet
connections, then select OK.
6. In Update Summary, review the changes to the hardware diagram,
then select OK.
7. (optional) If Validate Results for PointTag update appears, review
changes to point tags, then select OK.
The results of the update show in Output.

See also
Output on page 103
About unsupported modules on page 45
Errors during commit and update on page 106

Output How do I open Output?


• From the View menu, click Output.
Use Output to view error, warning, and informational messages about a
Studio 5000 Architect project. By default, messages are sorted by time, with

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Chapter 10 Commit and update hardware diagrams
the newest message at the bottom of the list. Messages are cleared when the
project is closed.

Column Description
Severity The type of message, including:
• Error: An operation was canceled or could not continue. Resolve the error condition and repeat the operation to continue.
• Warning: An operation completed, but may have significantly changed one or more components in the project. Review these
components to ensure they function as expected.
• Info: An operation completed successfully.
Time The time the message occurred. Hidden by default.
Hardware Diagram The hardware diagram associated with the message. Hidden by default.
Project The Logix Designer project or FactoryTalk View application associated with the message.
Type The model number of the hardware component associated with the message.
Message The message description, explaining the operation status and severity.

See also
Commit a hardware diagram on page 99
Update a hardware diagram on page 100

Select Online Controller to How do I open Select Online Controller to Update?

Update • In Hardware Diagram, right-click a controller, then click Update With


Online.
Select Online Controller to Update lists controllers connected to the network.
Select a controller to update settings from the online controller to settings in
the Studio 5000 Architect project. Select Auto Find to automatically scan the
network for a matching controller.

See also
Update a hardware diagram with an online controller on page 101
Auto Find Matching Controller on page 105

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Auto Find Matching How do I open Auto Find Matching Controller?

Controller 1. In Hardware Diagram, right-click a controller, then click Update With


Online.
2. In Select Online Controller to Update, click Auto Find...
Use Auto Find Matching Controller when importing or updating a project to
scan the network for a matching controller.

See also
Update a hardware diagram with an online controller on page 101
Select Online Controller to Update on page 104

Choose Matching Controller How do I open Choose Matching Controller Configuration File?

Configuration File
If you are importing a controller from an online controller
1. Select Hardware Diagrams > Import from Online Controller...
2. In Select Online Controller to Import, browse the network, select the
controller to import into the project, then click Select.

If you are updating a hardware diagram with an online controller


• Select Use external controller configuration file in Select Online
Controller to Update.
Choose Matching Controller Configuration lists existing project files that are
compatible with the controller you are importing. The selected controller
project and its documentation are added to the Studio 5000 Architect project.
• To import or update to a new project file, select Create New.
• To import or update to a project file in the list, select the file, then
select Select.
• To import or update to a different project file, select Browse, then
add the file to the list. Once Studio 5000 Architect software verifies
the validity of the file, select Select.

See also
Import a controller project from an online controller on page 66
Update a hardware diagram with an online controller on page 101
Select Online Controller to Import on page 67

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Chapter 10 Commit and update hardware diagrams

Errors during commit and Duplication, configuration, permission, communication, and license errors
may occur when committing or updating a Studio 5000 Architect project.
update These errors either cancel the action or continue with limited functionality.
They are not displayed in Commit Summary or Update Summary.
Error Message Resolution
Unable to commit a duplicated node <object> with name <name>. Remove the duplicated node from the target project.

HMI <name> is unable to be created for it already exists. Remove the duplicated HMI server from the target project.
Project <name> contains invalid configuration data. Verify the project properties, then Remove the invalid device configuration from the target project.
try again.
User does not have permissions <permission> for <scope>. Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to read or list children for <scope>. Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to read/write or list children for <scope>. Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to delete <object> Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to create <object> Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to read <object> Verify the permissions of the user are set correctly in FactoryTalk
Security.
User does not have permission to write <object>, all children under it will not be Verify the permissions of the user are set correctly in FactoryTalk
created. Security.
<Scope> scope is in Read-only mode, for the FactoryTalk Directory server is not Verify the FactoryTalk Directory is configured properly. If it is remotely
available. hosted, ensure the server is online and can be reached on the network.
Component added event could not be fired properly, for it could not connect to Verify FactoryTalk View is installed and configured correctly.
FactoryTalk Event subsystem.
Failed to open HMI <name>. Verify the path to the FactoryTalk View application is correct and the file
is not corrupt.
The HMI server is offline. Verify the <HMI> server is online can be reached on the network.
Unable to add the display to the application. The application already contains the Reduce the number of displays in the FactoryTalk View application.
PanelView Plus 7 Standard or Compact Machine Edition maximum displays.
Unable to add the display to the application. The application already contains the Reduce the number of displays in the FactoryTalk View application.
maximum displays the license allowed.
Unable to commit or upload HMI server. The maximum number of HMI servers allowed Reduce the number of HMI servers configured to run on the computer.
to load on a single computer has been reached.
Unable to set the application to compact version because the PanelView Plus 7 Reduce the number of displays in the FactoryTalk View application.
Standard or Compact Machine Edition display limits have been exceeded.
HMI <name> is not licensed to allow remote connections. Remove remote connections in the FactoryTalk View application.
HMI <name> is not licensed and could not be opened. Change the FactoryTalk View license or remove the HMI server from the
application.
Unknown error. Controller <name> requires a different Logix Designer version 21 to be This occurs when you attempt to configure, commit, update, or open a
installed. project in Logix Designer.
Update Logix Designer to at least version 21.03.
Controller project requires RSLogix 5000 version 0 to be installed. This occurs when you attempt to add a controller project.
Update Logix Designer to at least version 21.03

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Chapter 10 Commit and update hardware diagrams

See also
Commit a hardware diagram on page 99
Update a hardware diagram on page 100
FactoryTalk View commit validation rules on page 107
Shortcut commit validation rules on page 107

FactoryTalk View commit Studio 5000 Architect software validates each component of FactoryTalk View
applications before committing to ensure compatibility with FactoryTalk
validation rules View.
Scenario FactoryTalk View Compatibility Result
Display or global object has a higher version than the Incompatible Commit cancels. Error appears in Commit Summary.
FactoryTalk View application.
Display or global object has a lower version than the Compatible Commit succeeds. FactoryTalk View upgrades the
FactoryTalk View application. display or global object when opened in FactoryTalk
View Studio software.
FactoryTalk View ME display or global object added to Compatible Commit succeeds. FactoryTalk View converts the display
FactoryTalk View SE application. or global object when opened in FactoryTalk View Studio
software.
FactoryTalk View SE display or global object added to Incompatible Commit cancels. Error appears in Commit Summary.
FactoryTalk View ME application.
FactoryTalk View ME macro added to FactoryTalk View SE Incompatible Commit cancels. Error appears in Commit Summary.
application.
FactoryTalk View SE macro added to FactoryTalk View ME Incompatible Commit cancels. Error appears in Commit Summary.
application.

See also
Errors during commit and update on page 106

Shortcut commit validation Studio 5000 Architect software validates shortcuts before committing to
ensure compatibility with the FactoryTalk Linx server.
rules
Scenario FactoryTalk Linx Compatibility Result
Shortcut in Studio 5000 Architect software points to Compatible Commit succeeds.
communication module and controller that match
FactoryTalk Linx server device tree.
Shortcut in Studio 5000 Architect software points to IP Compatible Commit succeeds. Communication module and
address not used by any device in FactoryTalk Linx server controller added to FactoryTalk Linx server device tree.
device tree.
Shortcut in Studio 5000 Architect software points to a Incompatible Commit succeeds. The path is removed from the
controller with a different catalog number than the controller shortcut. Studio 5000 Architect software displays a
in the FactoryTalk Linx server device tree. warning in Commit Summary.

See also
Errors during commit and update on page 106

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Chapter 11

Create and use libraries

A library is a list of components from Logix Designer, FactoryTalk View, and


other Rockwell Automation® products. Libraries are independent from Studio
5000 Architect and configured separately. Use libraries to add components to
a Studio 5000 Architect project or export and import libraries to transfer
groups of components to another computer.
Library components are add-on instruction (AOI), user defined tag (UDT),
FactoryTalk View components, or hardware definitions exported from Logix
Designer as .l5x XML files. Libraries have a .lal file extension and are an
archive of the individual .l5x files, each containing the definitions of each
component and any referenced AOIs and UDTs. The .lal file name matches the
name defined for the library.
This table identifies the types of supported library components:
Logix Designer FactoryTalk View SE FactoryTalk View ME Other

AOI Displays Displays PDF


UDT Global Objects Global Objects
Macros Macros
Images Images
Tag list

See also
Create a new library on page 109
Import a library on page 110
Delete a library on page 111

Create a new library Libraries contain the components used in designing an automation system.
Create custom libraries for organizing groups of components. Libraries are
not specific to Studio 5000 Architect projects.

To create a new library


1. From the Studio 5000 Architect menu, select Library Management >
New Library.
2. In Name, type a unique library name.

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Chapter 11 Create and use libraries
3. (optional) In Description, type a phrase to describe the library
contents.
4. (optional) In Revision, use the arrows to establish major and minor
revisions for the library to support manual tracking of libraries over
time.
5. (optional) In Revision Note, type a phrase that provides a revision
specific description for the library.
6. Select OK to create new Studio 5000 Architect Library (.lal) file in the
libraries directory (by default C:\Users\Public\Documents\Studio
5000\Libraries\Architect).

See also
Add a component to a library on page 114
Toolbox on page 13

Rename a library Libraries contain the components used to design an automation system.
Components refer to other components by component name and type only,
not library location. Renaming a library does not require changes to the
components in that library.

To rename a library
1. In Toolbox, right-click a library, then select Rename.
2. Type in a new name for the library, then select Enter.

See also
Import a library on page 110
Toolbox on page 13

Import a library Libraries contain the components used to design an automation system.
Libraries are not specific to Studio 5000 Architect projects and can be
imported from Logix Designer, FactoryTalk View, PlantPAx®, and other
Rockwell Automation products.

To import a library
1. From the Studio 5000 Architect menu select Library Management >
Import Library.
2. In Import Library, navigate to and select one or more library files, then
select Open.

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Chapter 11 Create and use libraries
The library (or libraries) are automatically shown in Toolbox. If a
library of the same name already exists in Toolbox, Studio 5000
Architect software prompts to select a different library or import the
library under a new name.

See also
Add a component to a library on page 114
Toolbox on page 13

Delete a library Libraries contain the components used to design an automation system. If a
custom library is no longer useful, it can be deleted. The Default Hardware
Libraries cannot be deleted.

To delete a library
1. In Toolbox, right-click a library (or libraries), then select Delete.
2. In Deletion Confirmation in Library Manager select OK. The library
archive file for each selected library, and all of its contents, is deleted
from the libraries directory.

See also
Create a new library on page 109
Import a library on page 110
Toolbox on page 13

Export a library Libraries contain the components used to design an automation system.
Libraries are not specific to Studio 5000 Architect software and can be
exported from Studio 5000 Architect for use in Logix Designer software,
FactoryTalk View software, and other Rockwell Automation software
products.

To export a library
1. From the Studio 5000 Architect menu select Library Management >
Export Library.
2. In Export Library, navigate to and select the location to export the
library file.
3. In File Name type the name for the library file.
4. Select Save to export the library.
If a library file of the same name already exists in the directory, Studio
5000 Architect software prompts to replace the file.

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Chapter 11 Create and use libraries

See also
Add a component to a library on page 114

Export part of a library Libraries contain the components used to design an automation system. To
export a subset of a library, such as a single folder of components, create a
new library that contains just that subset and then export that library.

To export part of a library


1. From the Studio 5000 Architect menu select Library Management >
New Library.
2. In Name, type a unique library name.
3. (optional) In Description, type a phrase to describe the contents of the
library.
4. (optional) In Revision, use the arrows to establish major and minor
revisions for the library.
5. (optional) In Revision Note, type a phrase that provides a revision
specific description for the library.
6. Select OK to create the new Studio 5000 Architect Library file in the
libraries directory (by default C:\Users\Public\Documents\Studio
5000\Libraries\Architect).
7. In Toolbox, right-click a component (or components), then select
Copy.
8. In Toolbox, right-click on the target library or folder, then select Paste.
Studio 5000 Architect verifies that components with the same name
and type do not exist in the target folder or library.
9. Select OK. Studio 5000 Architect displays the component (or
components) in the target library or folder. Repeat the copy and paste
process as needed to copy the entire subset of components.
10. From the Studio 5000 Architect menu, select Library Management >
Export Library.
11. In Export Library, navigate to and select the location to export the
library file.
12. In File Name, type a unique name for the library file.
13. Select Save to export the library.

See also
Create a new folder on page 112
Toolbox on page 13

Create a new folder Use folders to organize the components in a custom library. Folder names
must not include \ / ? : * " > < or |.

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Chapter 11 Create and use libraries
Once created, copy, paste, and move the folders. Components can be imported
directly into a folder.

To create a new folder


1. In Toolbox, right-click a custom library, then select New Folder. A
folder is added to the tree with the default name New Folder_1 selected.
2. Type in a name for the folder, then select Enter.

See also
Rename a folder on page 113
Delete a folder on page 113
Import a component to a library on page 115
Toolbox on page 13

Rename a folder Use folders to organize the components in a custom library.

To rename a folder
1. In Toolbox, right-click a folder, then select Rename.
2. Type in a new name for the folder, then select Enter.

See also
Create a new folder on page 112
Delete a folder on page 113
Toolbox on page 13

Delete a folder Use folders to organize the components in a custom library. If a folder is no
longer useful, it can be deleted.
To delete a folder that contains components, delete each component from the
folder first. After all components are deleted from the folder, delete the folder
from the library.

To delete a folder
1. In Toolbox, right-click a folder then select Delete.
2. In Delete Confirmation in Library Manager, select Yes. The folder (or
folders) are deleted from the Toolbox.

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Chapter 11 Create and use libraries

See also
Delete a component on page 117
Rename a folder on page 113
Create a new folder on page 112
Toolbox on page 13

Add a component to a A library component is a Logix Designer add-on instruction (AOI) or user
defined tag (UDT), or a FactoryTalk View Studio display, graphic object, or
library image. When a component is added to the library, the export file is added to
the archive file in the libraries directory.
Components with the same name but different types (for example, AOI or
UDT) can exist in the same library or folder in the library. Components with
the same name and type (for example, AOI) cannot exist in the same library.
Once a component is added to a library, the component can be copied or
moved into another library.

To add a component to a library from Logix Designer or FactoryTalk


View Studio
1. Start Logix Designer or FactoryTalk View Studio and open a project.
2. In the Controller Organizer, drag the selected component from Logix
Designer or FactoryTalk View Studio software to a folder in the
Toolbox in Studio 5000 Architect software. Studio 5000 Architect
software adds the component to the selected library.

To add a component to a library from a project


1. Save the project in Logix Designer.
2. Start Studio 5000 Architect software and open a project.
3. From the main menu, select Library Management > Add Component
to Library.
4. In Add component to Library, click to locate the component, then
select OK. Studio 5000 Architect software displays the component in
the selected library.

See also
Rename a component on page 116
Delete a component on page 117

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Chapter 11 Create and use libraries

Import a component to a Import previously exported components from Logix Designer into a selected
library or folder. Multiple components can be imported in a single operation.
library

To import a component from a file


1. In Toolbox, right-click the folder or library, then select Import
Component.
2. In Import Component, select one or more .l5x files to import, then
select Open.
The Toolbox displays the imported component or components.

See also
Copy library components from Studio 5000 Architect software to Logix
Designer software on page 115
Copy library components from Studio 5000 Architect software to
FactoryTalk View Studio software on page 116
Add a component to a library on page 114
Toolbox on page 13

Copy library components Add-on instruction (AOI) and user defined tag (UDT) objects in Studio 5000
Architect libraries are items that can be copied into Logix Designer projects.
from Studio 5000 Architect Any references within the AOI and UDT objects are automatically copied into
software to Logix Designer the Logix Designer project.

software When updating a Logix Designer project, if a reference in an AOI or UDT is


missing from the Logix Designer project, the referenced objects must be
copied to the project.

To copy library components from Studio 5000 Architect software to


Logix Designer software
1. Open Studio 5000 Architect software.
2. Open the Logix Designer project.
3. In Studio 5000 Architect select View > Toolbox.
4. In Toolbox, drag an AOI to the Add-On Instructions folder or a UDT to
the Data Types > User-Defined folder in the Logix Designer Controller
Organizer.

See also
Toolbox on page 13

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Chapter 11 Create and use libraries
Add a component to a library on page 114
Copy library components from Studio 5000 Architect software to
FactoryTalk View Studio software on page 116

Copy library components Displays, global objects, and images in Studio 5000 Architect libraries can be
copied into FactoryTalk View SE or FactoryTalk View ME applications.
from Studio 5000 Architect
software to FactoryTalk
To copy library components from Studio 5000 Architect software to
View Studio software
FactoryTalk View Studio software
1. Open Studio 5000 Architect software.
2. Open the FactoryTalk View application in FactoryTalk View Studio
software.
3. In Studio 5000 Architect software, select View > Toolbox.
4. In Toolbox, drag a display, global object, macro, or an image into the
FactoryTalk View Studio Explorer.

See also
Toolbox on page 13
Add a component to a library on page 114
Copy library components from Studio 5000 Architect software to Logix
Designer software on page 115

Rename a component A library component consists of a single Logix Designer export file. This
export file may contain multiple AOIs or UDTs - if the export includes all
referenced components. When a component is added to the library, the export
file is added to the archive file in the libraries directory.
Components with the same name but different types (for example, AOI or
UDT) can exist in the same library or folder in the library. Components with
the same name and type (for example, AOI) cannot exist in the same library.

To rename a component
1. In Toolbox, right-click a component, then select Rename.
2. Type in a new name for the component, then select Enter.

See also
Add a component to a library on page 114
Delete a component on page 117

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Chapter 11 Create and use libraries
Toolbox on page 13

Delete a component If no longer useful, delete components added to custom libraries. Deleting a
component may break the reference relationship with another component in
a different folder of the same library.

To delete a component
1. In Toolbox, right-click a component (or components), then select
Delete.
2. In Delete Confirmation in Library Manager select Yes.
Studio 5000 Architect software reviews all components to determine if
they are exclusively referenced by the component (or components)
being deleted. If referenced exclusively by the component (or
components) being deleted, Studio 5000 Architect software prompts to
delete them as well.
Important: If a library component was placed in a Logix Designer project and the Studio
5000 Architect project was committed, even though the component was
deleted from the library the component cannot be deleted from the controller
project.

See also
Add a component to a library on page 114
Toolbox on page 13

View component properties Components added to custom libraries have associated properties that
provide additional information about the component. Properties are read-
only.

To view the properties of a component


• In Toolbox, right-click a component, then select Properties.

See also
Toolbox on page 13

Replace an AOI in the One or more instances of an Add-On Instruction (AOI) in a project can be
replaced with an AOI from the library.
current project

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Chapter 11 Create and use libraries

To replace an AOI in the current project:


1. In Toolbox, right-click an AOI, then select Replace AOI in Project.
Studio 5000 Architect software searches the current project for all
instances of the selected AOI.
During the search operation, the cursor turns into an hourglass-
pointer. Upon completion, the results appear in the Select one or more
AOIs to be replaced list.
2. Under AOI_Name Details, view relevant details about the currently
selected AOI.
3. In Select one or more AOIs to be replaced, review all instances of the
selected AOI that are included in the current Studio 5000 Architect
project and differ from the AOI in the library. Any differences between
the currently selected AOI in the library and each instance of that AOI
in the current project are highlighted.
4. Confirm all AOIs that are selected for replacement. Make any
necessary changes.
5. Select Replace. All selected instances are replaced. A message appears
in Results for each replaced instance. The AOI changes are not shown
in the controller project until the hardware diagram is committed.
6. Select File > Save.

See also
Add a component to a library on page 114
Commit a hardware diagram on page 99

Show references to AOIs References identify the other instructions that depend on the selected Add-on
Instruction (AOI) or user-defined data type (UDT).
and UDTs

To show references to AOIs or UDTs


1. In Toolbox, right-click an AOI or UDT component, then select
References.
2. Review the references information for the selected component. To
query the current library to identify all references of the selected AOI
or UDT, select Search Library for All References.
3. When complete, select OK.

See also
Replace an AOI in the current project on page 117

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Chapter 11 Create and use libraries

Toolbox How do I open Toolbox?


• From the View menu, select Toolbox.
Use Toolbox to view default hardware components or add, remove, and
manage custom libraries. Drag components from the Toolbox to a Hardware
Diagram to add components to a project.
Components shown in gray are either unsupported in Studio 5000 Architect
software or require a version of Logix Designer software that is not installed
on the system.

The Toolbox sections are:

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Chapter 11 Create and use libraries
Item Name Description
Filter Enter a catalog number or name to show matching Logix Designer, FactoryTalk View Studio, and library
components.
Product Catalog A list of Logix Designer and FactoryTalk View Studio components that can be added to a hardware diagram.
Libraries A list of libraries containing components that can be added to a hardware diagram or a Logix Designer or
FactoryTalk View Studio project.

See also
Filter the Toolbox on page 123
Add, import, and remove components on page 15
Create a new library on page 109
Import a library on page 110

Create New Library How do I open Create New Library?


• From the Studio 5000 Architect menu, click Library Management,
then click New Library.
Use Create New Library to set the name, description, and revision
information for a custom library. Edit these settings from Library Properties.

See also
Export a library on page 111
Add a component to a library on page 114

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Chapter 12

Search and print project information

Use the search tool to quickly find tags, data types, tasks, programs,
instructions, and folders within custom libraries and Logix Designer projects.
Print hardware diagrams to a printer to save or reference.

See also
View relationships on page 121
Search a project on page 122
Print a hardware diagram on page 122

View relationships Use Show Owner Mode to view ownership, producer/consumer, and shortcut
relationships in a hardware diagram.

To view relationships:
1. In Hardware Diagram, right-click anywhere and select Show Owner
Mode.
2. In Hardware Diagram, select the controller or server.
The selected controller or server has a light blue highlight. The owned
components have darker blue highlights.

See also
About ownership relationships on page 77
About producer/consumer relationships on page 79
About shortcuts on page 81

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Chapter 12 Search and print project information

Print a hardware diagram Print a hardware diagram to review or archive it outside of Studio 5000
Architect software. Large hardware diagrams are automatically split across
multiple pages. By default, print margins are set at approximately 0.25 inches
per side.

To print a hardware diagram


1. In Project Explorer, expand the Project or Devices folder, then select
the hardware diagram.
2. Select File > Print.
3. In Print, select a printer and print options, then select OK.

See also
Print Preview on page 124

Search a project Search a Studio 5000 Architect project to find instances of tags, data types,
tasks, programs, instructions, and folders within custom libraries and Logix
Designer projects.

To search a project
1. From the Edit menu, select Find.
2. In Find, enter search terms, select locations to search, then select Start
Search. The results display in Find Results.

See also
Print search results on page 122
Find on page 123

Print search results Print search results to review or archive found tags, data types, tasks,
programs, instructions, and folders outside of Studio 5000 Architect
software.

To print search results


1. From the View menu, select Find Results.
2. In Find Results, right-click a row, then select Print Preview.
3. (optional) To set print options such as page size and orientation, in
Print Preview, select File > Page Setup.
4. In Print Preview, select File > Print. The results are printed using your
system default printer.

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Chapter 12 Search and print project information

See also
Find Results on page 123
Print Preview on page 124

Filter the Toolbox Use Filter to limit which products or library components appear in the
Toolbox.

To filter the Toolbox


• At the top of Toolbox, select Filter, then enter a filter term.
Matching Logix Designer, FactoryTalk View Studio, and library
components appear.

See also
Toolbox on page 13

Find How do I open Find?


• From the Edit menu, click Find.
Use Find to search for terms in custom libraries and Logix Designer projects
included in a Studio 5000 Architect project. Find does not search FactoryTalk
View applications.
Setting Description
Find Enter search term.
Match case Determines if the search term is case sensitive.
Whole word Determines if the search must find an exact match, including spaces.
Controller Projects Determines the controller projects to search.
Libraries Determines the custom libraries to search.
Look for Determines object types to search.
Close on Search Complete Determines if the Find closes once the search has completed.

See also
Search a project on page 122

Find Results How do I open Find Results?


• From the View menu, click Find Results.

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Chapter 12 Search and print project information
Use Find Results to view the results of a search. Double-click an item in Find
Results to open the item in Logix Designer. By default, items are sorted
alphabetically by name. Results are cleared when the project closes.

Item Description
Name The name of the search result, such as AB:1756_AO6_Struct:C:0.
Kind The kind of the search result, such as DataTypes.
Type The data type of the search result, such as DINT or IO.
Container The component in the project or library that contains the search result, such as Controller.
Location The name of the project or library that contains the search result, such as Hardware Diagram 01:L75.
Description The description of the search result, if available.

See also
Search a project on page 122
Print search results on page 122
Find on page 123

Print Preview How do I open Print Preview?


1. Perform a search using Find.
2. In Find Results, right-click on a row, then click Print Preview.

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Chapter 12 Search and print project information
Use Print Preview to review and print search results and hardware diagrams.

Icon Description
Print. Print the project search results or hardware diagram.
Hand Tool. Select and scroll through the contents of the search results or hardware diagram.
Snapshot Tool. Select or drag the search results or hardware diagram to copy the page or selection to the clipboard.
Dynamic Zoom Tool. Drag up to increase the zoom level and drag down to decrease the zoom level.
Zoom Out Tool. Drag a rectangle to decrease the zoom level or select to incrementally decrease zoom level.
Zoom In Tool. Drag a rectangle to increase the zoom level or select to incrementally increase zoom level.
Page Width. Display the search results or hardware diagram, including page margins, in the display area.
Margin Width. Display only the search results or hardware diagram that appears within the margins in the display area.
Whole Page. Display the search results or hardware diagram page in the display area.
Zoom Out. Decrease the zoom level.
Zoom. Change the zoom level.

Zoom In. Increase the zoom level.


Continuous. Successively scroll between multiple pages, displaying a continuous flow of project search results or hardware
diagrams without any page breaks.
Layout. Configure the display area to show multiple pages simultaneously.

Close. Close Print Preview.


First Page. Display the first page in Print Preview.

Previous Page. Display the previous page in Print Preview.


Current Page. Display the desired page in Print Preview.

Next Page. Go to the next page in Print Preview.


Last Page. Go to the last page in Print Preview.
Previous View. Display the last selected view in Print Preview.

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Chapter 12 Search and print project information
Icon Description
Next View. Display the next selected view in Print Preview.

See also
Print search results on page 122
Print a hardware diagram on page 122
Find Results on page 123

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Chapter 13

Set Studio 5000 Architect options

Set a variety of options to customize how Studio 5000 Architect software


operates. In most cases, changes to the project settings take effect
immediately. However, if the changed behavior does not occur, close and
restart Studio 5000 Architect software.
Specify options settings by configuring the Options properties tabs.

See also
Project Settings on page 127
Hardware Diagram on page 128
User Prompts on page 129
Libraries on page 130

Project Settings How do I open Project Settings?


• From the Tools menu, select Options.
Use Project Settings to set basic project options.
Option Description
Workspace Directory Specifies the directory used for project backups and projects imported
from online controllers.
Create project subdirectory under the main project directory By default, creates a subdirectory named for the project under the default
project directory. Clearing this checkbox stores all project files in the
default project directory.
Launch new instance of Studio 5000 Architect if a project is already open Specifies how Studio 5000 Architect software opens projects.
• When selected, Studio 5000 Architect software automatically starts a
new Studio 5000 Architect instance when a project is open and
choosing to open or create a new project.
• When cleared, Studio 5000 Architect software closes the currently open
project and prompts to save changes before opening or creating a new
project
Create alias tags automatically when Point Tag is defined Specifies whether alias tags are created automatically when the point tag
is defined.
• When selected, Studio 5000 Architect software automatically unifies
alias tag names across Studio 5000 Architect, Logix Designer, and third
party software packages (for example, EPLAN Electric P8 software).
• When cleared, Studio 5000 Architect software permits unique alias tag
names across Studio 5000 Architect, Logix Designer, and third party
software packages.

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Option Description
Update alias tags automatically when Point Tag is updated Specifies whether existing alias tags are replaced upon import.
• When selected, Studio 5000 Architect software automatically updates
alias tags when importing a file from a third party software package
(for example, EPLAN Electric P8 software).
• When cleared, Studio 5000 Architect software maintains existing alias
tags when importing an XML file from a third party software package.
Arrange projects in the Project Explorer by the hardware diagram they support Specifies whether Project Explorer sorts projects and applications:
• When Arrange Projects by Hardware Diagram is enabled, Project
Explorer lists Logix Designer projects and FactoryTalk View
applications by the hardware diagram that contains the project or
application hardware.
• When Arrange Projects by Hardware Diagram is disabled, Project
Explorer lists all Logix Designer projects and FactoryTalk View
applications in a single list.
Restore Defaults Restore to the default settings.

See also
Hardware Diagram on page 128
User Prompts on page 129
Libraries on page 130

Hardware Diagram How do I open Hardware Diagram?


• From the Tools menu, select Options, then select Hardware Diagram.
Use Hardware Diagram to set the size, orientation, and language options for
hardware diagrams.
Option Description
Size Specifies the desired page size for hardware diagrams.
To ensure that hardware diagrams print correctly, set the hardware
diagram size to match the page size for the printer.

Orientation Specifies how hardware diagrams display and print, either Portrait for a
vertical alignment or Landscape for a horizontal alignment.
Using Logix Designer Specifies language the Logix Designer application should use when
started from within Studio 5000 Architect software. This setting has no
impact on the language display of Studio 5000 Architect software.
Show Sheet Boundaries Select to display the boundaries of the printable area in the hardware
diagram.

See also
Project Settings on page 127
User Prompts on page 129
Libraries on page 130

128 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Chapter 13 Set Studio 5000 Architect options

User Prompts How do I open User Prompts?


• From the Tools menu, select Options, then select User Prompts.
Use User Prompts to set the options for displaying prompts. Items selected on
this tab result in a prompt. Clearing the check box stops the prompt from
occurring and Studio 5000 Architect software performs the default action.
Option Description
Prompt for configuration changes When attempting to close a project, prompt to save and commit to
implement the configuration changes.
Prompt for ACD filename change When the .acd file name for a controller changes, prompt to commit the
hardware diagram.
Prompt for module names When a module is created, prompt with a default module name and the
opportunity to rename the module.
Prompt for overwrite configuration Before importing or updating with an online controller, prompt that the
process overwrites the current controller configuration.
Prompt for commit pending changes Before updating with an online controller, prompt to commit any pending
changes to a hardware diagram.
Prompt for change to recommended Flex terminal base When an alternate Flex wiring base is specified, prompt to change back
to the recommended Flex wiring base.
Show docking indicators when dragging views When a view is rearranged in the hardware diagram, display indicators
(top, bottom, left, right, or as a tab of another view group) to show where
it can dock.
Auto scroll upon selection When a device is selected either in Project Explorer or Hardware
Diagram, automatically locate the device in the Project Explorer or
Hardware Diagram.
Prompt for confirmation before updating from a project Prompt to confirm changes and update the Studio 5000 Architect project
prior to updating changes from a controller project.
Prompt for confirmation before committing changes to a project Prompt to confirm changes and update the Studio 5000 Architect project
prior to a commit operation.
Prompt for update when opening a project file Prompt to update changes to the associated .acd file made in the Logix
Designer application since the last time the Studio 5000 Architect
project was open.
Prompt for confirmation when deleting a controller (and associated controller project Prompt to delete the controller from the hardware diagram, as well as
file) the controller project file (*.acd) associated with that controller.
Show duplicate library name dialog box Prompt when specifying a library name that already exists.
Prompt for deletion of referenced component in the Toolbox pane Prompt to delete components exclusively referenced by a component
currently selected for deletion in Toolbox.
Show duplicate component name dialog box Prompt when specifying a library component name that already exists.
Set replace (no backup) as the default when duplicate component names are found Prompt to replace a component (without backing up the original with a
'_bk' extension) when duplicate component names are found (default).
Prompt for Ethernet configuration after updating from a project Prompt to change Ethernet switches and connection settings after
updating a project

See also
Project Settings on page 127
Hardware Diagram on page 128
Libraries on page 130

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 129


Chapter 13 Set Studio 5000 Architect options

Libraries How do I open Libraries?


• From the Tools menu, select Options, then select Libraries.
Use Libraries to set the default location for libraries. If changing the directory
location, manually move any existing libraries to this new directory location.
Option Description
Default Library Directory The default location is C:\Users\Public\Documents\Studio
5000\Libraries\Architect. Library paths can include mapped network
drives and UNC paths. All libraries are stored in the same directory.
Libraries are not moved or copied when the directory changes. To use
existing libraries after the directory changes, copy the .lal files to the
new directory location.
Browse button Use to browse a directory structure to provide the path to the library
directory.

See also
Project Settings on page 127
Hardware Diagram on page 128
User Prompts on page 129

130 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Appendix A

Log on, log off, and set security policies

By default, FactoryTalk Security single sign-on is enabled. In most cases,


FactoryTalk Security handles log on and log off automatically.
If single sign-on is disabled, users must log on and log off of the FactoryTalk
Directory Network and Local Directory before using Studio 5000 Architect.
FactoryTalk Security policies set permissions that determine if a user or group
can perform an action in Studio 5000 Architect or other FactoryTalk products.
If the user or group does not have the required permissions, Studio 5000
Architect actions either displays an error message or has limited functionality.

See also
About Studio 5000 Architect and FactoryTalk Security Single Sign-On
on page 131
Log on to Factory Talk on page 132
Required Studio 5000 Architect permissions on page 137

Studio 5000 Architect FactoryTalk Security policy setting "Use single sign-on" (SSO) is enabled by
default. When enabled, log on once per directory, on a given computer using
software and FactoryTalk SSO. After logging on, all participating FactoryTalk products that run in that
Security Single Sign-On directory on that computer automatically use the security credentials of the
logged-on user. Work with multiple Rockwell Automation products
simultaneously, without having to log on to each software product separately.
When SSO is enabled, no additional operations are necessary unless an
alternate FactoryTalk user wants to use Studio 5000 Architect software. Use
Log On to Factory Talk to log on that user account.
Keep these items in mind concerning how SSO policy settings are used with
Studio 5000 Architect software:
• The Tools > Security > Log On To FactoryTalk menu selection is
available unless the Studio 5000 Architect product policies are
installed. Use this men to change the user credentials that Studio 5000
Architect software is currently running under, or to change from the
SSO user if SSO is enabled.
• If SSO is disabled, Studio 5000 Architect software removes all ties with
the computer-wide SSO at startup. When you start Studio 5000
Architect software a prompt to log on to FactoryTalk appears.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 131


Appendix A Log on, log off, and set security policies
• When SSO is enabled, selecting Tools > Security > Log Off does not
result in a logged off situation as Studio 5000 Architect software
automatically logs on the SSO user again.

See also
Change the logged on user account on page 132

Log on to FactoryTalk When single sign on is disabled, logging on to FactoryTalk Security from the
Start menu does not automatically log into Studio 5000 Architect software.
Instead, when starting Studio 5000 Architect software you are prompted to
log on to FactoryTalk before editing a project.

To log on to FactoryTalk
• In Log On to FactoryTalk, type the User name and password, and then
select OK.
The Change Password prompt displays if the password to the account
is expired or if the administrator requires a password change at log on.

See also
Log on to FactoryTalk on page 140
Change a password on page 133

Change the logged on user If a different user account needs to open or edit a Studio 5000 Architect
project, use Log On to Factory Talk to change to that user account. Change
account the logon for the network directory, the local directory, or both.

To change the logged on user account


1. From the Studio 5000 Architect menu select Tools > Security > Log On
to FactoryTalk
2. In Log On to FactoryTalk, select Change Logon.
3. Type the User name and Password, and then select OK.
The Change Password prompt displays if the account password
expired or the administrator requires a password change at log on.

See also
Change a password on page 133

132 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Appendix A Log on, log off, and set security policies

Change a password If the password to an account expired, was compromised, or if the


administrator requires a password change at log on, change the password
from within Studio 5000 Architect software. If changing the password of the
user account used to log on to the computer, it may be necessary to lock the
computer and unlock it using the new password to refresh the credentials to
access network resources.

To change a password
1. From the Studio 5000 Architect menu select Tools > Security > Log On
to FactoryTalk
2. In Log On to FactoryTalk, select Change Logon.
3. Select Change Password.
4. In Change Password, in User name, type the domain and alias, for
example DOMAIN-NA\alias1
5. In Old Password, type the current password.
6. In New Password, type the new password. This password must meet
any password complexity requirements enforced in the organization.
7. In Confirm New Password, retype the new password to confirm and
select OK to apply the change.

See also
Log on to FactoryTalk on page 132

Log off Studio 5000 When logging off, choose whether to log off the local user account or the
network user account.
Architect software
If the FactoryTalk Security policy setting "Use single sign-on (SSO)" is
enabled, your local user and network user accounts are automatically logged
on after attempting to log off Studio 5000 Architect software. In this
environment, Changing the logged on user account permits a different user to
work with Studio 5000 Architect software.
If SSO is not enabled, log on and log off through the Studio 5000 Architect
Tools menu.

To log off Studio 5000 Architect software:


• From the Studio 5000 Architect menu point to Tools > Security > Log
Off and select the account to log off.
If SSO is enabled, a message appears describing the automatic logon
behavior. Confirm the log off.
If SSO is disabled, a log on to FactoryTalk prompt appears.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 133


Appendix A Log on, log off, and set security policies

See also
Log on to FactoryTalk on page 132
Change the logged on user account on page 132
Studio 5000 Architect software and FactoryTalk Security Single Sign-
On on page 131

Set FactoryTalk Directory Use FactoryTalk Directory permissions to set the actions a user can perform
in a Studio 5000 Architect, FactoryTalk View, or Logix Designer project.
permissions Unless overridden by individual product policies, these permissions apply to
all FactoryTalk products.

To set FactoryTalk Directory permissions


1. Open the FactoryTalk Administration Console.
2. In Select FactoryTalk Directory, select Network or Local, then select
OK.
3. In the Explorer tree, right-click on the top-level node (either Network
or Local), then select Security.
4. In Security Settings, select a user or group from the list.
5. Locate the action, set whether the user is allowed to perform the
action, then select OK.

See also
Set Studio 5000 Architect permissions on page 134
Set Logix Designer permissions on page 135
Set FactoryTalk View SE permissions on page 136
Set FactoryTalk View ME permissions on page 136
Studio 5000 Architect Feature Security policies on page 137

Set Studio 5000 Architect Use Studio 5000 Architect permissions to set the actions a user can perform
in a Studio 5000 Architect project.
permissions

To set Studio 5000 Architect permissions


1. Open the FactoryTalk Administration Console.
2. In Select FactoryTalk Directory, select Network, then select OK.
3. In the Explorer tree, expand the System > Policies > Product Policy >
Studio 5000 Architect folders, then double-click the Feature Security
policy.

134 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Appendix A Log on, log off, and set security policies

4. In Feature Security Properties, select a policy, then select to open


its security settings.
5. In Configure Securable Action, add or remove users and groups, set
whether they are allowed to perform the action, then select OK.
6. Select OK.

See also
Studio 5000 Architect Feature Security policies on page 137
Required Studio 5000 Architect permissions on page 137
Set FactoryTalk Directory permissions on page 134
Set Logix Designer permissions on page 135
Set FactoryTalk View SE permissions on page 136

Set Logix Designer Use Logix Designer permissions to limit the actions a user or group can
perform in a Logix Designer project. These settings also affect what actions
permissions Studio 5000 Architect software can perform on Logix Designer projects, such
as adding, saving, committing, and updating Logix Designer projects.

To set Logix Designer permissions:


1. Open the FactoryTalk Administration Console.
2. In Select FactoryTalk Directory, select Network, then select OK.
3. In the Explorer tree, expand the System > Policies > Product Policies >
RSLogix 5000 folders, then double-click the Feature Security policy.
4. In Feature Security Properties, select a policy, then select to open
its security settings.
5. In Configure Securable Action, add or remove users and groups, set
whether they are allowed to perform the action, then select OK.
6. Select OK.

See also
Required Logix Designer policies and permissions for Studio 5000
Architect software on page 138
Set FactoryTalk Directory permissions on page 134
Set Studio 5000 Architect permissions on page 134
Set FactoryTalk View SE permissions on page 136
Set FactoryTalk View ME permissions on page 136

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 135


Appendix A Log on, log off, and set security policies

Set FactoryTalk View SE Use FactoryTalk View SE application or area permissions to limit the actions a
user or group can perform in a FactoryTalk View SE application. These
permissions settings also affect what actions Studio 5000 Architect software can perform
on FactoryTalk View SE applications, such as adding, saving, committing,
and updating the application.

To set FactoryTalk View SE application or area permissions:


1. Open the FactoryTalk Administration Console.
2. In Select FactoryTalk Directory, select Network or Local, then select
OK.
3. In the Explorer tree, right-click on the FactoryTalk View application or
FactoryTalk View SE area, then select Security.
4. In Security Settings, select a user or group from the list.
5. Locate the action, set whether the user is allowed to perform the
action, then select OK.

See also
Required FactoryTalk View SE permissions for Studio 5000 Architect
software on page 139
Set FactoryTalk View ME permissions on page 136
Set FactoryTalk Directory permissions on page 134
Set Studio 5000 Architect permissions on page 134
Set Logix Designer permissions on page 135

Set FactoryTalk View ME Use FactoryTalk View ME permissions to limit the actions a user or group can
perform in a FactoryTalk View ME application. These permissions are applied
permissions on a per-application basis and affect what actions Studio 5000 Architect
software can perform on FactoryTalk View ME applications, including
adding, saving, committing, and updating the application.

To set FactoryTalk View ME application or area permissions:


1. Open the FactoryTalk View ME application in FactoryTalk View
Studio.
2. In the Explorer tree, right-click on the FactoryTalk View ME
application at the top of the tree, then select Security.
3. In Security Settings, select a user or group from the list.
4. Locate the action, set whether the user is allowed to perform the
action, then select OK.

136 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Appendix A Log on, log off, and set security policies

See also
Required FactoryTalk View ME permissions for Studio 5000 Architect
software on page 139
Set FactoryTalk Directory permissions on page 134
Set Studio 5000 Architect permissions on page 134
Set Logix Designer permissions on page 135

Studio 5000 Architect Studio 5000 Architect Feature Security policies control user permissions,
which determine whether a user or group can perform a specific action in
Feature Security policies Studio 5000 Architect software.
Project Policies Description
Create Specifies whether a user is allowed to create a new Studio 5000 Architect project.
Open Specifies whether a user is allowed to open an existing Studio 5000 Architect
project.
Save Specifies whether a user is allowed to save a Studio 5000 Architect project.

See also
Set Studio 5000 Architect permissions on page 134
Required Studio 5000 Architect permissions on page 137

Required Studio 5000 Permissions set in FactoryTalk Security policies determine if a user or group
can perform actions in Studio 5000 Architect projects. If the user or group
Architect permissions does not have the required permissions, Studio 5000 Architect actions either
displays an error message or has limited functionality.
Action Required Studio 5000 Architect permissions
Create a new Studio 5000 Architect project Create: Allow
Save: Allow
Open an existing Studio 5000 Architect project Open: Allow
Save an existing Studio 5000 Architect project Open: Allow
Save: Allow

See also
Set Studio 5000 Architect permissions on page 134
Studio 5000 Architect Feature Security policies on page 137

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 137


Appendix A Log on, log off, and set security policies

Required Logix Designer Logix Designer Feature Security policies and permissions set in FactoryTalk
Security determine if a user or group can perform actions on Studio 5000
policies and permissions Architect projects that contain Logix Designer projects. If the user or group
for Studio 5000 Architect does not have the required permissions, Studio 5000 Architect actions either
displays an error message or has limited functionality.
software
Action Required RSLogix 5000 Feature Security Required FactoryTalk Directory > RSLogix
policies 5000 permissions
Add a Logix Designer project Controller: Secure Project: Open
Project: New
Import a Logix Designer project from an online controller Controller: Secure Project: Go Online
Project: New (new project file only) Project: Open
Project: Save
Project: Upload
Add a module Controller: Secure Module: Create Properties
Module: Modify Properties
Edit module properties Controller: Secure Module: Modify Properties
Move a module in a hardware diagram Controller: Secure Module: Create
Module: Delete
Module: Modify Properties
Remove a module Controller: Secure Module: Delete
Module: Modify Properties
Open a Logix Designer project in Logix Designer Controller: Secure Project: Open
Go online with a controller Controller: Secure Project: Go Online
Project: Open
Commit a Logix Designer project Controller: Secure Controller: Modify Properties
Project: New (first commit only) Controller: Unsecure
Module: Modify Properties
Project: Open
Project: Save
Tag: Modify Properties
Update a Logix Designer project Controller: Secure Project: Open
Update a Logix Designer project with an online controller Controller Secure: Project: Go Online
Project: New (first update only) Project: Open
Project: Save
Project: Upload
Browse tags in the controller Controller: Secure Project: Open
Create aliases for I/O tags Controller: Secure Tag: Modify Properties
Use current tags in a controller to create a Controller: Secure Tag: Create
produce/consume tag relationship Tag: Delete
Add a new tag, and then create a produce/consume tag Controller: Secure Tag: Create
relationship
Add a new AOI Controller: Secure Add-On Instruction: Create
Overwrite an AOI that already exists (properties are modified) Controller: Secure Add-On Instruction: Modify
Delete an AOI Controller: Secure Add-On Instruction: Delete
Add a new UDT Controller: Secure User Defined Type: Create
Overwrite an UDT that already exists (properties are Controller: Secure User Defined Type: Modify
modified)
Delete an UDT Controller: Secure User Defined Type: Delete
Search a Logix Designer project Controller: Secure Project: Open

138 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Appendix A Log on, log off, and set security policies

See also
Set FactoryTalk Directory permissions on page 134
Set Logix Designer permissions on page 135

Required FactoryTalk View FactoryTalk View SE permissions set in FactoryTalk Security determine if a
user or group can perform actions on Studio 5000 Architect projects that
SE permissions for Studio contain FactoryTalk View SE applications. If the user or group does not have
5000 Architect software the required permissions, Studio 5000 Architect actions either displays an
error message or has limited functionality.
Action Required FactoryTalk Required Application Required Area permissions
Directory permissions permissions
Add existing FactoryTalk View SE application List Children: Allow List Children: Allow List Children: Allow
Read: Allow Read: Allow Read: Allow
Open FactoryTalk View SE application in FactoryTalk View List Children: Allow List Children: Allow List Children: Allow
Studio Read: Allow Read: Allow Read: Allow
Commit new FactoryTalk View SE application Create Children: Allow Not applicable. Not applicable.
List Children: Allow
Read: Allow
Write: Allow
Commit existing FactoryTalk View SE application Create Children: Allow Create Children: Allow Create Children: Allow
Delete: Allow Delete: Allow Delete: Allow
List Children: Allow List Children: Allow List Children: Allow
Read: Allow Read: Allow Read: Allow
Write: Allow Write: Allow Write: Allow
Update existing FactoryTalk View SE application List Children: Allow List Children: Allow List Children: Allow
Read: Allow Read: Allow Read: Allow

See also
Set FactoryTalk Directory permissions on page 134
Set FactoryTalk View SE permissions on page 136

Required FactoryTalk View FactoryTalk View ME permissions set in FactoryTalk Security determine if a
user or group can perform actions on Studio 5000 Architect projects that
ME permissions for Studio contain FactoryTalk View ME applications. If the user or group does not have
5000 Architect software the required permissions, Studio 5000 Architect actions either displays an
error message or has limited functionality.
Action Required FactoryTalk Required Application
Directory permissions permissions
Add existing FactoryTalk View ME application List Children: Allow List Children: Allow
Read: Allow Read: Allow
Open FactoryTalk View ME application in FactoryTalk View Studio List Children: Allow List Children: Allow
Read: Allow Read: Allow

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 139


Appendix A Log on, log off, and set security policies
Action Required FactoryTalk Required Application
Directory permissions permissions
Commit existing FactoryTalk View ME application Create Children: Allow Create Children: Allow
Delete: Allow Delete: Allow
List Children: Allow List Children: Allow
Read: Allow Read: Allow
Write: Allow Write: Allow
Update existing FactoryTalk View ME application List Children: Allow List Children: Allow
Read: Allow Read: Allow

See also
Set FactoryTalk Directory permissions on page 134
Set FactoryTalk View ME permissions on page 136

Log on to FactoryTalk How do I open Log On to FactoryTalk?


• From the Tools menu, select Security > Log On to FactoryTalk.
Use Log On to FactoryTalk to choose the logon credentials used to
authenticate Studio 5000 Architect software.
• Use a Network log on to access Network (distributed) applications on
the Network Directory Server.
• Use a Local log on to access Local (stand-alone) applications on the
Local Directory.
If you cannot log on to a particular directory on this computer, verify
that the user account has permissions to that directory.

See also
Log on to FactoryTalk on page 132
Change the logged on user account on page 132

140 Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020


Legal Notices

Legal Notices Rockwell Automation publishes legal notices, such as privacy policies, license
agreements, trademark disclosures, and other terms and conditions on the
Legal Notices page of the Rockwell Automation website.

End User License Agreement (EULA)


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 drive.
The default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\license.rtf.

Open Source Software Licenses


The software included in this product contains copyrighted software that is
licensed under one or more open source licenses.
You can view a full list of all open source software used in this product and
their corresponding licenses by opening the index.html file located your
product's OPENSOURCE folder on your hard drive.
The default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\Help\Architect
Release Notes\OPENSOURCE\index.htm
You may obtain Corresponding Source code for open source packages
included in this product from their respective project web site(s).
Alternatively, you may obtain complete Corresponding Source code by
contacting Rockwell Automation via the Contact form on the Rockwell
Automation website: http://www.rockwellautomation.com/global/about-
us/contact/contact.page. Please include "Open Source" as part of the request
text.

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 141


Index
O

Index ownership relationship


add 78

P
point tag
A add 81
add PowerFlex drive
1756-L8x ControlLogix controller 33 add 45
5069-AEN2TR communication module producer/consumer relationship
39 add 79
5069-L3x CompactLogix controller 38 Project Explorer 12
ownership relationship 78
PowerFlex drive 45 S
producer/consumer relationship 79
shortcut
shortcut 79
add 79
switch
edit 83
unmanaged 68
system requirements 17
tag
axis 82 T
point 81
axis tag Toolbox 13
add 82
U
C unmanaged switch
commit add 68
validation rules 100, 101

F
find
matching controller 98

G
graphic
supported formats 91

I
I/O Aliases 87
image
supported formats 91
install 18

M
managed switch
add 68

Rockwell Automation Publication ARCH-GR001J-EN-E - October 2020 143


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Waste Electrical and Electronic Equipment (WEEE)


At the end of life, this equipment should be collected separately from any unsorted municipal waste.

Rockwell Automation maintains current product environmental information on its website at rok.auto/pec.

Allen-Bradley, expanding human possibility, Logix, Rockwell Automation, and Rockwell Software are trademarks of Rockwell Automation, Inc.

EtherNet/IP is a trademark of ODVA, Inc.

Trademarks not belonging to Rockwell Automation are property of their respective companies.

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