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Extending FactoryTalk View Site Edition with ACP ThinManager and Relevance Doug Coulter [email protected]

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Extending FactoryTalk View Site Edition with

ACP ThinManager and Relevance

Doug Coulter [email protected]

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Important User Information

This documentation, whether, illustrative, printed, “online” or electronic (hereinafter “Documentation”) is intended for use only as a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation should only be used as a learning tool by qualified professionals. The variety of uses for the hardware, software and firmware (hereinafter “Products”) described in this Documentation, mandates that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable laws, regulations, codes and standards in addition to any applicable technical documents. In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter “Rockwell Automation”) be responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the alleged use of, or reliance on, this Documentation. No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software described in the Documentation. Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:

• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation or third-party provided instructions, warnings, recommendations and documentation;

• ensuring that only properly trained personnel use, operate and maintain the Products at all times; • staying informed of all Product updates and alerts and implementing all updates and fixes; and • all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is prohibited. Throughout this manual we use the following notes to make you aware of safety considerations:

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.

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

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 • recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.

N999 – Your lab title goes here

Presenter: <<Your name>> <<Your business group>>

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Extending FactoryTalk View Site Edition with ACP ThinManager and Relevance

Contents

Before you begin ........................................................................... 6

About this lab .......................................................................................................................... 6Additional References .......................................................................................................... 11

Demo ........................................................................................... 12

Overview ............................................................................................................................... 12Restore ThinManager Configuration .................................................................................... 14AppLink - Apply Single Display Client to Terminal ............................................................... 16MultiSession - Apply Multiple Display Clients to Terminal .................................................... 18TermSecure with SmartCards – Content Owned by User .................................................... 21IP Cameras – Display Clients and Overlays ......................................................................... 25Relevance – Location Based Content .................................................................................. 27Relevance – Location Based Content with Fencing ............................................................. 30Terminal Replacement in Under 2 Minutes .......................................................................... 33

Section 1: Defining ThinManager Display Servers, Display Clients and Terminals .................................................................. 34

Overview ............................................................................................................................... 34Restore ThinManager Configuration .................................................................................... 36Create Display Servers ......................................................................................................... 37Create a Display Client ......................................................................................................... 40Create a Terminal ................................................................................................................. 43Configure PXE Server .......................................................................................................... 47Assign the Terminal Configuration to a Thin Client .............................................................. 49Shadow Thin Client from ThinManager ................................................................................ 51

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Section 2: Configuring ThinManager AppLink for FactoryTalk View SE ....................................................................................... 52

Overview ............................................................................................................................... 52Restore ThinManager Configuration .................................................................................... 53Create a New ThinManager Display Client Using AppLink .................................................. 55Apply New Display Client to Terminal .................................................................................. 59

Section 3: Deploying Additional Content Using MultiSession, Tiling and MultiMonitor ................................................................ 64

Overview ............................................................................................................................... 64Restore ThinManager Configuration .................................................................................... 65Create 4 New FactoryTalk View SE Display Clients ............................................................ 67Apply Display Clients to Terminal and Enable Tiling ............................................................ 72

Section 4: Delivering User Based Content with TermSecure ..... 77

Overview ............................................................................................................................... 77Restore ThinManager Configuration .................................................................................... 78Create FactoryTalk Diagnostics Viewer Display Client ........................................................ 80Create a Maintenance TermSecure User Group .................................................................. 84Create a Maintenance User .................................................................................................. 88Create an Operator TermSecure User Group ...................................................................... 90Create an Operator User ...................................................................................................... 92Enable User Services for Terminal ....................................................................................... 93Login as Maintenance User .................................................................................................. 95Incorporating the RFIdeas pcProx Reader ........................................................................... 98

Section 5: IP Cameras ............................................................. 102

Overview ............................................................................................................................. 102Restore ThinManager Configuration .................................................................................. 103Create Display Server for IP Camera ................................................................................. 105Create Display Client for IP Camera .................................................................................. 107Apply IP Camera Display Client to Terminal ...................................................................... 110

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Section 6: Introduction to Relevance & Location Based Mobility112

Overview ............................................................................................................................. 112Restore ThinManager Configuration .................................................................................. 115Create Terminal Configuration for iPad .............................................................................. 117Assign Terminal Configuration to iPad ............................................................................... 122Register Resolvers from iPad ............................................................................................. 124Create Access Groups ....................................................................................................... 126Create Logix 5000 Display Client ....................................................................................... 128Create Location .................................................................................................................. 131Test the ControlLogix QR Code ......................................................................................... 136

Section 7: Line of Sight HMI with ThinManager Relevance ..... 137

Overview ............................................................................................................................. 137Restore ThinManager Configuration .................................................................................. 138Assign Terminal Configuration to iPad ............................................................................... 140Register Resolvers from iPad ............................................................................................. 142Create Locations ................................................................................................................ 144Assign the Location to a Terminal ...................................................................................... 155Test a Forced Transfer ....................................................................................................... 159

Appendix A: Preparation of Remote Desktop Server(s) ........... 161

Disable Network Level Authentication ................................................................................ 162Allow Unlisted Remote Apps to Be Started ........................................................................ 164

Appendix B: Add Thin Clients to FactoryTalk Directory ........... 166

Appendix C: Add Automatic Terminal Server Failover ............. 169

Appendix D: Split Content across Multiple Monitors ................ 174

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Before you begin

At its core, ThinManager is a thin client management platform for the plant floor. Centralizing the applications required by the plant floor with Remote Desktop Services makes architectural sense, and offers a tremendous amount of savings over the life span of the system. Instead of maintaining potentially dozens of plant floor PCs, migrate the plant floor applications to a set of Remote Desktop Servers. ThinManager enhances Remote Desktop Services deployments by simplifying the configuration and management of the thin clients and mobile devices requiring plant floor content. ThinManager Relevance builds on this platform by delivering location-based content. As this lab will demonstrate, ThinManager is a solution that IT departments can embrace but does not require them to deploy or support, allowing Engineering and Maintenance to still own the critical plant floor content. The sections of this lab can be performed either in succession or in random order. If performing the sections in random order, you will need to restore the appropriate ThinManager backup configuration prior to starting that section. The Appendix includes some sections that can be performed or referenced at a later time. ThinManager is most often deployed with Microsoft’s Remote Desktop Services. Configuring Remote Desktop Services was a topic that was covered during IA HOT Training 2014. As such, this lab essentially picks up where the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab left off. In the event of being prompted for logins, please use the following:

• If the Log On To Windows dialog is active, use the username ‘Labuser’ and ‘rockwell’ for the password.

• Use the same login information if prompted to log on to FactoryTalk Directory.

About this lab In this lab, you will complete an example deployment utilizing FactoryTalk View Site Edition with Remote Desktop Services (RDS) like the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, except the thin client and content delivered to it will be managed using ThinManager. Along the way, you will have an opportunity to work with some of the unique capabilities of ThinManager. The basic architecture being utilized is shown in the figure below:

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HMI Server• FactoryTalk View SE Server• RSLinx Enterprise• FactoryTalk Alarms & Events• FactoryTalk Network Directory• FactoryTalk Activation Server• SoftLogix 5800

Remote Desktop Server A• ACP ThinManager• Remote Desktop Session Host• Remote Desktop Licensing Server• FactoryTalk Services Platform• FactoryTalk View SE Client• FactoryTalk Activation Client

Remote Desktop Server B• Remote Desktop Session Host• Remote Desktop Licensing Server• FactoryTalk Services Platform• FactoryTalk View SE Client• FactoryTalk Activation Client

Thin Client This lab utilizes 3 different VMWare images running on the lab computer and will require you to perform tasks on 1 of them (RDSSERVER). The three images are:

• HMI Server – Windows Server 2008 R2 - hostname HMISERVER • RDS Server – Windows Server 2008 R2 - hostname RDSSERVER • RDS Server Failover – Windows Server 2008 R2 - hostname RDSSERVERF

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The HMI server and an application for this lab are already built for your convenience and should not require any modifications. This is the same virtual machine utilized in the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab. RDSSERVER is the same virtual machine from the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, with the exception that ThinManager has been installed. RDSSERVERF is a clone of RDSSERVER, without ThinManager installed. It can be used to demonstrate the automatic terminal server failover capabilities of ThinManager for high availability environments (Appendix C: Add Automatic Terminal Server Failover). Similar to the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab, the core Windows Server 2008 R2 installation for the Remote Desktop Services (RDS) Server has already been completed for both RDSSERVER and RDSSERVERF. This lab will be performed by utilizing 1 physical thin client, although a virtualized thin client could be used just as well.

A virtualized thin client can be generated quite easily with VMWare Workstation by just creating a new virtual machine without installing an Operating System (OS) on it, which is the essence of a true thin client – no OS to manage.

The thin client will receive the ThinManager firmware utilizing PXE (Pre-Boot Execution Environment).

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This lab is broken up into 8 separate sections. The first section is a Demo Section that allows you to quickly see results by working with a completed ThinManager configuration. The remaining sections walk you through the configuration steps required to achieve the completed configuration starting from scratch. These configuration sections are ideally performed sequentially, but can be performed randomly as well. If performing randomly, you are instructed to restore the appropriate ThinManager backup configuration before each section.

1. Demo 2. Config: Defining ThinManager Display Servers, Display Clients and Terminals 3. Config: Configuring ThinManager AppLink and Failover for FactoryTalk View SE 4. Config: Deploying Additional Content Using MultiSession, Tiling and MultiMonitor 5. Config: Delivering User Based Content with TermSecure 6. Config: IP Cameras 7. Config: Introduction to Relevance and Location Based Mobility 8. Config: Line of Sight HMI with ThinManager Relevance

This lab takes approximately 1.5 hours to complete.

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Tools & prerequisites This hands on lab utilizes the following hardware: § Intel Next Unit of Computing (NUC) Thin Client § Apple iPad Mini § Axis M1054 Power over Ethernet IP Camera § RFIdeas RDR-7581AKU pcProx Reader § Gelo Bluetooth Beacon with ACP Program A ControlLogix processor may be used in place of the SoftLogix 5800, which is used to drive the InstantFizz FactoryTalk View SE demo. Software § FactoryTalk Services Platform v2.70 (CPR 9 SR 7) § FactoryTalk View Site Edition v8.00 (CPR 9 SR 7) § RSLinx Enterprise v5.70 (CPR 9 SR 7) § FactoryTalk Alarms and Events v2.70 (CPR 9 SR 7) § FactoryTalk Diagnostics v2.70 (CPR 9 SR 7) § FactoryTalk Activation Manager v3.62.01 (CPR 9 SR 6) § RSLinx Classic v3.70 (CPR 9 SR 5) § RSLogix5000 v20.01 (CPR 9 SR 5) § SoftLogix v20.01 (CPR 9 SR 5) § Internet Explorer 11 § Adobe Reader XI § ACP ThinManager v7.00 SP6 Operating Systems • Windows Server 2008 R2

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Additional References For additional information on FactoryTalk View Site Edition and Remote Desktop Services, you can review the following Rockwell Automation Knowledge Base article: AID 554813 - Using FactoryTalk View SE with Remote Desktop Services - References TOC. For additional information on Remote Desktop Services and its various components, you can review the following: Microsoft TechNet Windows Server site for Remote Desktop Services Remote Desktop Services Component Architecture Poster For guidance on how to evaluate and size a Remote Desktop Services solution, you can review the following Microsoft whitepaper: Capacity Planning for RD Session Host and Microsoft RemoteFX in Windows Server 2008 R2 with SP1 For ACP’s ThinManager and FactoryTalk View SE Deployment Guide: http://www.thinmanager.com/rockwell/images/guides/FTViewSE_70_DeploymentGuide.pdf

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Demo

Overview This section utilizes a completed ThinManager configuration to quickly demonstrate some of ThinManager’s unique features. By performing the Demo section first, it assures that you will see all elements of this lab, even if you are unable to complete the individual configuration sections later. While these terms are explained in detail in the configuration sections, they are presented here to provide some context for the Demo section. In ThinManager, Display Servers are the sources of the content that you want to deliver to your Terminals. A Display Server is typically a Terminal Server, but can also be an IP Camera. Display Clients, not to be confused with the FactoryTalk View SE executable DisplayClient.exe, represent the actual content you will be delivering to your end devices, referred to as Terminals in ThinManager. Terminals are the thin clients, mobile devices and/or PCs that you will be managing with ThinManager. You apply the Display Clients created to the terminals to deliver the desired content to your end device. The term MultiSession is used when you apply more than 1 Display Client to a Terminal. The ThinManager configuration that you will be using for this Demo section has all of the Display Servers, Display Clients and Terminals pre-configured for you.

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In this Demo you will be performing the following tasks: • Restore ThinManager Configuration • AppLink – Apply Single Display Client to Terminal

• Refer later to Configuration Sections 1 and 2 • MultiSession – Apply Multiple Display Clients to Terminal

• Refer later to Configuration Section 3 • TermSecure with SmartCards – Content Owned by User

• Refer later to Configuration Section 4 • IP Cameras – Display Clients and Overlays

• Refer later to Configuration Section 5 • Relevance – Location Based Content

• Refer later to Configuration Section 6 • Relevance – Location Based Content with Fencing

• Refer later to Configuration Section 7

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Demo.db, where xx is your station

number (i.e.: Station 01 would be TM01_Demo.db), and click the Open button. 4. To ensure the PXE Server is ready to accept requests after the configuration restore,

click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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AppLink - Apply Single Display Client to Terminal

1. Click the Terminals icon from the ThinManager tree selector. 2. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. You can also right click the terminal and select Modify to launch the Terminal Configuration Wizard.

3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button on the Terminal Mode Selection page of the wizard. 7. Select HMIClient from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. Click the Finish button.

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8. Right click the ThinClient terminal from the Terminals tree and select Restart Terminal to apply the changes. Click Yes to restart the terminal.

9. With the ThinClient terminal still selected, click on the Shadow tab in the Details

Pane of ThinManager. This can also be confirmed by looking at the monitor connected to the thin client.

Configuration Sections 1 and 2 demonstrate how simple AppLink is to setup.

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MultiSession - Apply Multiple Display Clients to Terminal

1. Click the Terminals icon from the ThinManager tree selector. 2. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button on the Terminal Mode Selection page of the wizard. 7. Select Blending from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. 8. Repeat Step 7 for the Filling, Labeling and Packaging Display Clients. 9. Select HMIClient from the Selected Display Clients list and click the Left Arrow

button to move it to the Available Display Clients list. The Display Client Selection page of the wizard should now appear as pictured below. Click the Finish button.

10. Right click the ThinClient terminal from the Terminals tree and select Restart

Terminal to apply the changes. Click Yes to restart the terminal.

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The thin client will restart and then display the 4 Display Clients in a 2x2 grid referred to as Tile Mode, which was pre-configured. Because we are logging into the Terminal Server with multiple sessions as the same user simultaneously, the Remote Desktop Server will indicate it is busy on 3 of the 4 tiles. Each session will attempt to automatically reconnect after a few seconds. To avoid waiting, simply click the tile to make it active and click the OK button. To return to Tile Mode to address the other tiles, simply right click.

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10. In addition to using Tile Mode to switch between the Display Clients, the Screen Selector at the top the thin client can be used. To use the Screen Selector, click and hold the selector to expand the menu. While still holding the mouse button, point to the desired Display Client and release the mouse button to select it. You can also return to Tile Mode from the Screen Selector.

11. By default, the hotkeys CTRL-PAGE UP and CTRL-PAGE DOWN will also cycle

through the Display Clients. Experiment with each of these. Similarly, the hotkey CTRL-t will return to Tile Mode.

Configuration Section 3 demonstrates how simple MultiSession is to setup.

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TermSecure with SmartCards – Content Owned by User

1. Click the Terminals icon from the ThinManager tree selector. 2. Under the Terminals node, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button from the Terminal Mode Selection page of the wizard. 7. Select Blending from the Selected Display Clients list and click the Left Arrow

button to move it to the Available Display Clients list. Repeat this step to move the Filling, Labeling and Packaging Display Clients from the Selected Display Clients to the Available Display Clients.

8. Select HMIClient from the Available Display Clients list and click the Right Arrow button to move it to the Selected Display Clients list. Click the Finish button.

9. Right click the ThinClient terminal from the Terminals tree and select Restart

Terminal to apply the changes. Click Yes to restart the terminal.

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10. From the thin client keyboard, click and hold the Screen Selector at the top middle of the thin client’s screen where it lists HMIClient. While holding down the mouse button, select the Main Menu entry from the Screen Selector.

11. From the Main Menu, click the Log In button.

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12. From the Log In popup, enter Manny as the User Name. 13. From the Password popup, enter z as the Password.

Once logged into TermSecure, the DiagonsticsViewer DisplayClient should be activated and brought to the foreground. Notice that there are now 2 Display Clients listed under the ThinClient Terminal in the Terminals tree. Also notice that the ThinClient Terminal label now indicates that (Manny) is logged in there.

14. Click the Screen Selector again and select the HMIClient Display Client to activate

it. 15. Click the Screen Selector again and select the DiagnosticsViewer Display Client

to activate it. 16. Click the Screen Selector once more and this time select Main Menu. 17. From the Main Menu, click the Log Off button. Manny will be logged off, and the

DiagnosticsViewer Display Client will be removed.

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18. Now, using your lab station’s MIFARE smart card, tap it on the RF Ideas pcProx Reader.

19. Upon successfully reading the card, ThinManager will display the TermSecure User Configuration Wizard. Click the Assign Card Number to Existing User button.

20. Expand the Maintenance users group, and then select Manny. Click the OK button

followed by the Finish button. 21. Tap the smart card on the reader again. This time, Manny is successfully logged in

by just reading his smart card. 22. Tap the smart card again to logoff Manny.

Configuration Section 4 demonstrates how simple TermSecure is to setup.

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IP Cameras – Display Clients and Overlays

1. Click the Terminals icon from the ThinManager tree selector. 2. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button on the Terminal Mode Selection page of the wizard. 7. Remove the existing Display Clients from the Selected Display Clients list. 8. Select BlendingWithCamera from the Available Display Clients list and click the

Right Arrow button to move it to the Selected Display Clients list. 9. Select Camera from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. Click the Finish button.

10. Right click ThinClient and select Restart Terminal to apply the change.

You should be presented with a 2x1 grid of Display Clients. The Blending Display Client should be the Blending screen of the InstantFizz demo with an IP Camera Overlay. The Camera Display Client should be the IP Camera as its own Display Client.

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11. Click the Blending Display Client tile to make it active, and then click the IP Camera Overlay. Click the Fullscreen button. The IP Camera Overlay will be presented in full screen.

12. Click the IP Camera Overlay again and then click the Restore button. 13. Notice as you switch screens within View SE, the IP Camera Overlay persists.

An IP Camera Overlay can be programmatically controlled from within View SE (or any ActiveX Container) using the TermMon.ocx ActiveX control that ships with ThinManager.

Configuration Section 5 demonstrates how simple IP Cameras are to setup.

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Relevance – Location Based Content 1. Pick up the lab station’s iPad Mini. Launch the iTMC application.

2. Touch the Settings button at the bottom of the iTMC app.

3. Touch the Add ThinManager Server button from the ThinManager Servers

section.

4. Enter HOTT ThinManager as the Description and enter the IP Address of your

station’s RDSSERVER in the Primary ThinManager Server IP field. Touch the Save button.

5. From the Settings page, touch the <Main button.

6. Touch the HOTT ThinManager item to connect to your lab station’s ThinManager

from iTMC.

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7. From the Pick Replacement menu, touch the iPad terminal configuration to assign it to your iPad Mini.

8. Touch the Login button from the iTMC menu bar. Enter Manny as the TermSecure

Username with a TermSecure Password of z. You will receive the FactoryTalk Diagnostics Viewer Display Client just as you did when logging into the thin client as Manny earlier.

9. Next, touch the ScanID button from the iTMC menu bar. The camera window will

appear within iTMC.

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10. Using the camera window within iTMC, scan the QR Code affixed to the ControlLogix at your lab station. The Studio5000 Display Client should be delivered to iTMC with the InstantFizz ACD file.

11. Touch the Leave button in the iTMC menu bar to leave the ControlLogix location. The Studio5000 Display Client will disconnect.

12. Touch the LogOff button to log Manny off of iTMC. The DiagnosticsViewer Display Client will disconnect.

13. Without logging back in, re-scan the QR Code. You should receive a Relevance Error message indicating that the Relevance Identifier is not associated with any permitted action.

Configuration Section 6 demonstrates how simple Relevance is to setup.

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Relevance – Location Based Content with Fencing

1. Click the Terminals icon from the ThinManager tree selector. 2. Under the Terminals node, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button on the Terminal Mode Selection page of the wizard. 7. Remove all Display Clients from the Selected Display Clients list (right pane) as

shown in the screen capture below and click the Next button.

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8. From the Terminal Interface Options page of the wizard, click the Next button. 9. From the Relevance Options page of the wizard, click the Change button. 10. From the Select Location popup, select

LocationsàBlendingZoneàBlendingHMI. Click the OK button.

11. Click the Finish button. 12. Right click ThinClient and select Restart Terminal to apply the change. 13. From the iPad, touch the Login button from the iTMC menu bar. Enter Manny as

the TermSecure Username with a TermSecure Password of z. You will receive the FactoryTalk Diagnostics Viewer Display Client just as you did when logging into the thin client as Manny earlier.

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14. Next, touch the ScanID button from the iTMC menu bar. The camera window will appear within iTMC.

15. Using the camera window within iTMC, scan the QR Code assigned to the thin client.

The Blending Display Client should be transferred from the thin client to your iPad. 16. From the iTMC menu bar, touch the Menu button, followed by the View Bluetooth

Beacons button. This will allow you to monitor the Received Signal Strength Indicator (RSSI) from your Bluetooth beacons.

17. Walk away from the lab’s beacon until the RSSI is less than the -84. Once outside the range of the beacon, the Blending Display Client will be returned to the thin client.

18. LogOff and then LogIn as Olaf with a password of z. Try re-scanning the ThinClient QR Code. You should receive a Shadow of the ThinClient terminal. The Shadow is also fenced by the Bluetooth Beacon.

Configuration Section 7 demonstrates how simple Fencing with Relevance is to setup.

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Terminal Replacement in Under 2 Minutes 1. Disconnect all of the cables from your thin client and hand your thin client to your

neighbor to the right. You will receive your replacement thin client from your neighbor on your left.

2. Reconnect all of the cables to the thin client received from your neighbor. 3. With all of the cables reconnected, press the power switch on the thin client to power

it up. The thin client will boot and receive its firmware from your ThinManager installation. However, because ThinManager does not have an existing terminal configuration that matches the MAC address of the new thin client, you will be prompted to either Create new Terminal or select an existing terminal configuration that is currently not active.

4. Select ThinClient from the list using the Down Arrow of your thin client keyboard and hit Enter. By doing so, you will reassign the ThinClient terminal configuration to the new thin client.

You have now successfully replaced your thin client. Notice when the new thin client received the ThinClient terminal configuration it was automatically reconnected to the terminal server sessions that the original thin client had been running – literally, a bumpless transfer.

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Section 1: Defining ThinManager Display Servers, Display Clients and Terminals

Overview In this section, you will create the 3 primary building blocks of ThinManager:

• Display Servers • Display Clients • Terminals

In ThinManager, Display Servers are the sources of the content that you want to deliver to your thin clients. A Display Server is typically a Terminal Server, but can also be an IP Camera. Display Clients, not to be confused with the FactoryTalk View SE executable DisplayClient.exe, represent the actual content you will be delivering to your end devices, referred to as Terminals in ThinManager. Terminals are the thin clients, mobile devices and/or PCs that you will be managing with ThinManager. You apply the Display Clients created to the terminals to deliver the desired content to your end device. As previously mentioned, ThinManager has been installed on the RDS Server virtual machine. In this section, you will register RDS Server and RDS Server Failover as Display Servers within ThinManager. With these Display Servers created, you will create a Display Client to deliver a desktop. You will then create a Terminal to which you will assign the newly created Display Client. Lastly, you will power on your thin client and assign the new terminal configuration to it in order to see the results. To do this, you will be performing the following tasks:

• Create Display Servers • Create a Display Client • Create a Terminal • Configure PXE Server • Assign the Terminal Configuration to a Thin Client • Shadow Thin Client from ThinManager

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ThinManager is composed of 2 components – the ThinServer service and the ThinManager user interface. The ThinServer service is a Windows based service that is the engine of ThinManager. It delivers the terminal’s firmware and configuration, and therefore needs to be available in order for a terminal to boot. The ThinServer is also the licensed component of ThinManager. The ThinManager user interface, on the other hand, is not licensed, and is the interface from which you manage the entire ThinManager environment. It can be installed and run as many times as needed. While these 2 components do not have to be co-located or installed on a Terminal Server, they often are due to the benefits of the Terminal Services architecture.

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Restore ThinManager Configuration 1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section01.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section01.db), and click the Open button.

4. If not already powered off, power off your thin client.

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Create Display Servers Register the RDS Server as a Display Server in ThinManager.

1. Launch the ThinManager user interface from the desktop of RDS Server image.

2. Click the Display Servers icon in the ThinManager tree selector. The tree selector can be expanded or collapsed using the bar above directly above it.

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3. From the Display Servers tree, right click the Terminal Servers branch and select Add Terminal Server. This will launch the Terminal Server Wizard. Click the Next button.

4. Type RDSSERVER in the Terminal Server Name text box. 5. Click the Discover button. If the name is successfully resolved, the IP address of

RDSSERVER should be filled in automatically. 6. Type Labuser in the User Name text box. 7. Type rockwell in the Password and Verify Password text boxes. Please be sure

to match the case of the password entries. 8. Click the Finish button.

The IP address field will be blurred out throughout the lab to avoid confusion since your IP address will be different.

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9. Click the Display Servers branch to collapse the tree and then expand the tree to refresh the Terminal Servers group. The RDSSERVER should now be added to the Terminal Servers group.

In a RDS Failover setup, the same steps would have to be performed to add the RDS Failover image as a Display Server.

10. Expand the Terminal Servers branch and note the status of RDSSERVER on the

right hand side. It should indicate a Value of OK. This indicates that the IP address and credentials provided for the Terminal Servers are in fact valid.

The credentials entered when configuring a Terminal Server must have Administrative rights on the Terminal Server. This is required for SmartSession and to populate the User, Sessions and Process tabs of the details pane, which are available when you click on the Terminal Server of interest. SmartSession is ThinManager’s load balancing solution. With SmartSession, Terminal Server sessions will be started on the least loaded Terminal Server based on CPU Utilization, RAM Utilization and Number of Sessions. Once a session is started on a Terminal Server, the session will not be moved dynamically.

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Create a Display Client

1. Click the Display Clients icon from the ThinManager tree selector.

2. From the Display Clients tree, right click the Terminal Services branch and select

Add Display Client. This will launch the Display Client Wizard. 3. Type Desktop as the Client Name on the Client Name page of the wizard. Click the

Next button.

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4. Click the Next button on the Display Client Options page of the wizard. 5. Click the Next button on the Relevance Options page of the wizard. 6. Click the Next button on the Terminal Services Display Client Type page of the

wizard. 7. Click the Next button on the Terminal Services and Workstation Options page of

the wizard. 8. Select RDSSERVER from the Available Terminal Servers list and click the Right

Arrow button to move it to the Selected Terminal Servers list. This is the Terminal Server on which this Display Client will run.

9. Click the Finish button.

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10. You may have to click the Display Clients node for the branch to refresh. The Desktop Display Client is now listed under the Terminal Services branch.

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Create a Terminal

1. Click the Terminals icon from the ThinManager tree selector.

2. From the Terminals tree, right click the Terminals node and select Add Terminal.

This will launch the Terminal Configuration Wizard. 3. Type ThinClient as the Terminal Name on the Terminal Name page of the wizard.

Click the Next button.

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4. Select Generic from the Make/OEM drop down list and PXE from the Model drop down list. Click the Next button.

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5. Click the Next button on the Terminal Options page of the wizard. 6. Click the Next button on the Terminal Mode Selection page of the wizard. 7. Select Desktop from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. This is the Display Client that will be delivered to this Terminal.

8. Click the Finish button.

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9. You should see the ThinClient terminal under the Terminals node.

You can also create Terminal Groups in ThinManager. Terminal Groups provide 2 key capabilities: (1) terminal organization and (2) property inheritance. With terminal organization, you can create Terminal Groups much like a folder in Windows Explorer, and then add Terminals to the Terminal Group. The other key benefit of Terminal Groups is that you can assign Terminal properties at the Terminal Group level and choose to make these settings a Group Setting. By doing so, each Terminal member of the Terminal Group would receive that setting as defined in the Terminal Group. In both cases, nested Terminal Groups are support as well.

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Configure PXE Server ThinManager supports 2 types of thin clients:

• ThinManager Ready • ThinManager Compatible

ThinManager Ready thin clients have ACP’s BIOS extension image embedded in the thin client. When these thin clients are powered on, they know how to look for a ThinManager Server. Once found, the ThinServer service delivers the terminal’s firmware and configuration. ThinManager Compatible terminals do not have ACP’s BIOS extension image. In order to deliver the ThinManager firmware to these devices, PXE is utilized. The Preboot eXecution Environment (PXE) is a standard whereby an operating system can be delivered and booted over the network. Functionally, there is no difference between a ThinManager Ready thin client and a ThinManager compatible thin client. Since this lab is utilizing the Intel NUC, which is a ThinManager Compatible thin client, we will need to boot it via PXE. Therefore the ThinManager PXE Server must be configured.

1. Select the Manage ribbon and click the PXE Server icon. This will launch the PXE Server Wizard.

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2. Click the Enable PXE Server checkbox. Click the Next button.

3. Confirm the Using standard DHCP server radio button in the PXE Server Mode

frame. Click the Finish button. This option is used when an existing DHCP server exists

In this lab, the Stratix 8000 switch will assign the thin client an IP Address.

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Assign the Terminal Configuration to a Thin Client 1. Power on the thin client.

Upon starting, the thin client will recognize that it has no operating system installed and will therefore attempt to contact a PXE Server. The ThinManager PXE Server configured in the previous section will respond to the PXE request and deliver the ThinManager firmware via TFTP. Once the firmware has been delivered and since this is the first time the thin client has been booted, the Choose the Terminal to Replace window will appear.

2. Hit the Down arrow on the thin client keyboard to highlight the ThinClient terminal configuration that we created in the earlier lab section, followed by the Enter key.

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Once the thin client receives the ThinClient terminal configuration, you should be presented with a Windows login screen for the new session running on RDSSERVER.

3. Turn off the NumLock on the thin client keyboard:

4. Turn to the ThinClient and enter operator1 as the username, and operator1 as the

password.

You should now be presented with a Windows desktop on the ThinClient.

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Shadow Thin Client from ThinManager 1. Switch back to the RDS Server virtual machine.

2. Click the Terminals icon from the ThinManager tree selector. 3. Expand the Terminals node in the Terminals tree and select the ThinClient

terminal. 4. Select the Shadow tab from the Details Pane. You should see a shadow of the

terminal from within ThinManager. Notice that the shadow is fully interactive. Also notice that the ThinClient terminal icon is green indicating that it is powered up and ThinManager has connectivity to it.

Each ThinManager terminal has a shadowing setting that determines if the terminal can be shadowed or not. This setting is available by double clicking the terminal to open the Terminal Configuration Wizard and navigating to the Terminal Options page of the wizard. The available shadowing options are Yes, No, Ask, Warn, and a checkbox for enabling Interactive Shadow or not. If you choose to experiment with these settings, remember that a terminal must be restarted for configuration changes to be applied to it. To perform the restart, right click the terminal and select Restart Terminal.

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Section 2: Configuring ThinManager AppLink for FactoryTalk View SE

Overview In the last lab section, you successfully delivered a Windows Desktop to the thin client using ThinManager. Typically, we go through great lengths to actually prevent access to the Windows Desktop from the plant floor. This section will use ThinManager AppLink to deliver the FactoryTalk View SE InstantFizz demo to the thin client without a desktop. Appendix B summarizes the steps required to add each thin client to the FactoryTalk Directory (already completed for you in this lab), while Appendix C provides instructions on how to add terminal server failover. To do this, you will be performing the following tasks:

• [Appendix B] Add Thin Clients to FactoryTalk Directory • Create a New ThinManager Display Client with AppLink • Apply New Display Client to Terminal • [Appendix C] Add Automatic Terminal Server Failover

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section02.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section02.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Create a New ThinManager Display Client Using AppLink

1. Click the Display Clients icon from the ThinManager tree selector. 2. From the Display Clients tree, right click the Terminal Services branch and select

Add Display Client. This will launch the Display Client Wizard. 3. Type HMIClient as the Client Name on the Client Name page of the wizard. Click

the Next button.

4. Click the Next button on the Display Client Options page of the wizard. 5. Click the Next button on the Relevance Options page of the wizard. 6. Click the Next button on the Terminal Services Display Client Type page of the

wizard.

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7. Check the Application Link checkbox on the Terminal Services and Workstation Options page of the wizard. Click the Next button.

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8. Select RDSSERVER from the Available Terminal Servers list and click the Right Arrow button to move it to the Selected Terminal Servers list. This is the Terminal Server on which this Display Client will run. Click Next.

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9. For the Program Path and Filename browse to: c:\LabFiles\InstantFizz.bat

For your convenience, we have created a batch file that contains the path to the SE Client executable followed by the path to the SE Client configuration file. Quotes are necessary when the path contains a space. Here is the content of the batch file: Start “ “ "c:\Program Files (x86)\Rockwell Software\RSView Enterprise\DisplayClient.exe" "c:\LabFiles\CLI\InstantFizz.cli"

10. Click the Finish button.

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Apply New Display Client to Terminal

23. Click the Terminals icon from the ThinManager tree selector. 24. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. You can also right click the terminal and select Modify to launch the Terminal Configuration Wizard.

25. Click the Next button on the Terminal Name page of the wizard. 26. Click the Next button on the Terminal Hardware page of the wizard. 27. Click the Next button on the Terminal Options page of the wizard. 28. Click the Next button on the Terminal Mode Selection page of the wizard. 29. Select HMIClient from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. 30. Select Desktop from the Selected Display Clients list and click the Left Arrow

button to move it to the Available Display Clients list. Click the Next button.

31. Click the Next button on the Terminal Interface Options page of the wizard. 32. Click the Next button on the Hotkey Configuration page of the wizard.

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33. On the Log In Information page of the wizard, enter terminal1 as the Username and z as the Password and Verify Password. Enter RDSSERVER as the Domain. The terminal will use these credentials to login to the terminal server(s) for those Display Clients applied to it that have the Allow Auto Login property enabled.

34. Click the Verify button to verify the credentials entered.

35. The Result field should indicated valid. Click the OK button, followed by the Next

button.

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36. From the Video Resolution screen of the wizard, select 1920x1080 as the Screen Resolution, 64K Colors as the Color Depth and 60Hz as the Refresh Rate. Click the Finish button.

37. Right click the ThinClient terminal from the Terminals tree and select Restart

Terminal to apply the changes. Click Yes to restart the terminal.

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If you need to apply a change to a terminal’s configuration, simply right click the terminal of interest from the Terminals tree and select Restart Terminal. Restarting a terminal simply reapplies the terminal’s configuration. Reboot Terminal, available from the Tools ribbon bar, is equivalent to cycling power to the terminal, and therefore resends the firmware as well as the configuration. It is important to note that in both of these cases the sessions running on the Terminal Servers are not restarted by default. You need to perform a Reset Session in this case. To reset a session, return to the Display Servers tree segment, and select the Terminal Server on which the session of interest is running. Select the Sessions tab from the Details Pane. A list of all of the sessions running on the selected Terminal Server will be displayed. Right click the session desired and select Reset Session.

38. With the ThinClient terminal still selected, click on the Shadow tab in the Details Pane of ThinManager. This can also be confirmed by looking at the monitor connected to the thin client.

39. If you click the MORE… navigation button within the FactoryTalk View SE

application, followed by the SHUTDOWN button and finally the YES/EXIT button, the FactoryTalk View SE application will close, leaving an empty blue screen without a desktop. Within approximately 40 seconds, the FactoryTalk View SE application will automatically re-launch.

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Once the application closes, you will see the desktop background with no Start menu bar for about 40 seconds before you are automatically logged out. When using AppLink, the user does not have access to any other programs or the desktop when connecting and once that application terminates, the user is automatically logged off. The logoff delay is due to the FactoryTalk View Site Edition client continuing to shut down in the background after the display is closed. One of the more unique features of ThinManager is the ability to not just shadow terminals from ThinManager, but also from another terminal or terminals. Terminal to terminal shadowing is a very powerful feature that can be configured for interactive access or non-interactive access to the shadowed session. It is most commonly used to provide centralized monitoring of terminals from either a Control Room or Manager’s Office setting or to provide visibility to remote terminals on the plant floor.

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Section 3: Deploying Additional Content Using MultiSession, Tiling and MultiMonitor

Overview At this point, we have only delivered a single ThinManager Display Client to the thin client. First, the Desktop Display Client, then the HMIClient Display Client. This lab will focus on applying multiple Display Clients as well as the options to visualize and switch between them from a thin client. When more than one Display Client is applied to a terminal, it is referred to as MultiSession. The Display Clients applied to a terminal can be run from the same Terminal Server, or from multiple Terminal Servers – even on different networks. This makes it possible to deliver a very diverse set of content to a single thin client. The Display Clients can be visualized as tiles on a display so that multiple Display Clients can be monitored at the same time and/or spread out across multiple monitors – or a combination. Since we will not have 2 physical monitors connected to the thin client for this lab, the results of the MultiMonitor section cannot be visualized; therefore this section is available in the Appendix. This lab section is composed of the following tasks:

• Create 4 New FactoryTalk View SE Display Clients • Apply Display Clients to Terminal and Enable Tiling • [Appendix D] Split Content across Multiple Monitors

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section03.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section03.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Create 4 New FactoryTalk View SE Display Clients

1. Click the Display Clients icon from the ThinManager tree selector. 2. From the Display Clients tree, right click the Terminal Services branch and select

Add Display Client. This will launch the Display Client Wizard. 3. Type Blending as the Client Name on the Client Name page of the wizard. Click

the Next button.

4. Click the Next button on the Display Client Options page of the wizard. 5. Click the Next button on the Relevance Options page of the wizard. 6. Click the Next button on the Terminal Services Display Client Type page of the

wizard.

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7. Check the Application Link checkbox on the Terminal Services and Workstation Options page of the wizard. Click the Next button.

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8. Select RDSSERVER from the Available Terminal Servers list and click the Right Arrow button to move it to the Selected Terminal Servers list. This is the Terminal Server on which this Display Client will run. Click the Next button.

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9. For the Program Path and Filename browse to: c:\LabFiles\Blending.bat

For your convenience, we have created a batch file that contains the path to the SE Client executable followed by the path to the SE Client configuration file. Quotes are necessary when the path contains a space. Here is the content of the batch file; Start “ “ "c:\Program Files (x86)\Rockwell Software\RSView Enterprise\DisplayClient.exe" "c:\Lab Files\CLI\Blending.cli"

10. Click the Finish button.

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11. Repeat Steps 1 through 10 to create the following additional Display Clients: a. Filling using Filling.bat b. Labeling using Labeling.bat c. Packaging using Packaging.bat

Each batch file will reference an identically named CLI file in the c:\Lab Files\CLI Files folder. So the Packaging Display Client will utilize the Packaging.cli file, etc. When finished, you should have the following Display Client tree.

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Apply Display Clients to Terminal and Enable Tiling

12. Click the Terminals icon from the ThinManager tree selector. 13. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 14. Click the Next button on the Terminal Name page of the wizard. 15. Click the Next button on the Terminal Hardware page of the wizard. 16. Click the Next button on the Terminal Options page of the wizard. 17. Click the Next button on the Terminal Mode Selection page of the wizard. 18. Select Blending from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. 19. Repeat Step 7 for the Filling, Labeling and Packaging Display Clients. 20. Select HMIClient from the Selected Display Clients list and click the Left Arrow

button to move it to the Available Display Clients list. The Display Client Selection page of the wizard should now appear as pictured below.

21. Click the Next button.

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22. On the Terminal Interface Options click Selector Options. 23. On the display Client Selector Options, Uncheck Auto-hide Selector and click the

OK button.

24. Still on the Terminal Interface Options page of the wizard, check the Enable Tiling

checkbox, and click the Tiling Options button. Make sure Show Grid is checked, and also check Tile Display Clients at startup and Tile on right click (mouse or touchscreen). Click the OK button.

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The dialog box will have both boxes checked as shown below.

25. Click the Next button 26. From the Hotkey Configuration page of the wizard, make sure Enable Display

Client Hotkeys is checked and check Enable Tiling Hotkey. Click the Finish button.

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27. Right click the ThinClient terminal from the Terminals tree and select Restart Terminal to apply the changes. Click Yes to the confirmation dialog.

28. The thin client will restart and then display the 4 Display Clients in a 2x2 grid referred to as Tile Mode. Because we are logging into the Terminal Server with multiple sessions as the same user simultaneously, the Remote Desktop Server will indicate it is busy on 3 of the 4 tiles. Each session will attempt to automatically reconnect after a few seconds. To avoid waiting, simply click the tile to make it active and click the OK button. To return to Tile Mode to address the other tiles, simply right click.

You can work around this busy message by applying different Windows credentials to each Display Client applied to a Terminal. This can be accomplished from the Display Client Selection page of the Terminal Configuration Wizard by selecting each Display Client and clicking the Override button. The Override button provides the ability to specify unique credentials on Display Clients applied to a Terminal (as well as Override the AppLink Command Line for the Display Client and the Video Settings).

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29. In addition to using Tile Mode to switch between the Display Clients, the Screen Selector at the top the thin client can be used. To use the Screen Selector, click and hold the selector to expand the menu. While still holding the mouse button, point to the desired Display Client and release the mouse button to select it. You can also return to Tile Mode from the Screen Selector.

30. By default, the hotkeys CTRL-PAGE UP and CTRL-PAGE DOWN will also cycle

through the Display Clients. Experiment with each of these. Similarly, the hotkey CTRL-t will return to Tile Mode.

You can deploy up to 25 (a 5x5 Grid) Display Clients using Tiling Mode to a single monitor. If you are not using Tiling Mode, there is no limit to the number of Display Clients that can be applied to a single monitor.

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Section 4: Delivering User Based Content with TermSecure

Overview Up to this point in the lab, you have assigned content to the thin client itself. In other words, the content is the same regardless of who is actually at the thin client. You can control a user’s access within each application at the thin client by requiring them to login within the application and then customizing their experience there – but this is completely separate from ThinManager. This lab section will demonstrate how you can customize the actual content that a user receives at a terminal in addition to the default applications that are assigned to the terminal. For instance, you may want to deliver additional content to a Maintenance user that logs into TermSecure, such as the Maintenance Work Order System, or possibly Logix 5000. This lab section is composed of the following tasks:

• Create a FactoryTalk Diagnostics Viewer Display Client • Create a Maintenance TermSecure User Group • Create a Maintenance User • Create an Operator TermSecure User Group • Create an Operator User • Enable User Services for Terminal • Login as Maintenance User • Incorporating the RFIdeas pcProx Reader

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section04.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section04.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Create FactoryTalk Diagnostics Viewer Display Client

1. On the RDS Server virtual machine, click the Display Clients icon from the ThinManager tree selector.

2. From the Display Clients tree, right click the Terminal Services branch and select Add Display Client. This will launch the Display Client Wizard.

3. Type DiagnosticsViewer as the Client Name on the Client Name page of the wizard. Click the Next button.

4. Click the Next button on the Display Client Options page of the wizard. 5. Click the Next button on the Relevance Options page of the wizard. 6. Click the Next button on the Terminal Services Display Client Type page of the

wizard.

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7. Check the Application Link checkbox on the Terminal Services and Workstation Options page of the wizard. Click the Next button.

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8. Select RDSSERVER from the Available Terminal Servers list and click the Right Arrow button to move it to the Selected Terminal Servers list. This is the Terminal Server on which this Display Client will run. Click the Next button.

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9. For the Program Path and Filename browse to: C:\Program Files (x86)\Common Files\Rockwell\FTDiagViewer.exe

10. Click the Finish button.

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Create a Maintenance TermSecure User Group

1. Click the Users icon in the ThinManager tree selector.

2. From the Relevance Users tree, right click the Relevance Users node and select Add User Group. This will launch the TermSecure User Configuration Wizard.

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3. From the TermSecure User Group Information page of the wizard, enter Maintenance as the User Name in the Group Name frame. Click the Next button.

4. From the Display Client Selection page of the wizard, click the Group Setting

checkbox. Select Yes from the Add User-specific Display Clients radio button group. Click the Next button.

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Clicking the Group Setting checkbox will pass the setting onto members of the group.

5. Select DiagnosticsViewer from the Available Display Clients list and click the Right Arrow button to move it to the Selected Display Clients list. Click the Group Setting checkbox and then click the Next button.

6. From the Windows Log In Information page of the wizard, click the Next button. 7. From the Terminal Interface Options page of the wizard, note that you can override

the default Terminal settings by making changes here. Leave the default settings in place, which will not enable tiling for members of this User Group. Click the Next button.

8. From the Terminal Hotkey Options page of the wizard, click the Next button.

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9. From the User Group Options page of the wizard, click the Activate Display Client at Log In checkbox, as well as its Group Setting checkbox. This setting will pull the user’s configured Display Clients to the foreground at the Terminal when they login. Click the Finish button.

Because you have a ThinManager Relevance license activated on RDSSERVER, the ThinManager user interface refers to “Relevance Users.” If you did not have the Relevance add-on license activated, the user interface would instead refer to “TermSecure Users.”

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Create a Maintenance User 1. Expand the Relevance Users node. 2. Right click the newly created Maintenance User Group and select Add User. This

will launch the TermSecure User Configuration wizard. 3. From the TermSecure User Information page of the wizard, enter Manny as the

User Name and z as the Password and Verify Password. Click the Next button.

4. From the Card / Badge Information page of the wizard, click the Next button. 5. From the Display Client Selection page of the wizard, notice that the selection is

disabled. This is because we chose Group Setting for this setting on the User Group. Click the Next button.

6. From the Display Client Specification page of the wizard, notice that the selection is disabled here as well. Click the Next button.

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7. From the Windows Log In Information page of the wizard, leave both checkboxes unchecked and enter user1 as the Username and z as the Password and Verify Password fields. Enter RDSSERVER as the Domain. Click the Verify button. These are the Windows credentials that will be used to login to the Terminal Server(s) for the Display Clients associated with this user. These credentials are obfuscated from the user so they will not know them (or need to know them).

8. You should see a valid result in the Validate Users dialog box. Click the OK button

followed by the Finish button.

While this lab is based on ThinManager version 7, ThinManager 8 will provide tighter integration with ActiveDirectory. The ability to create a TermSecure user that is linked to an ActiveDirectory account eliminates the need to hardcode Windows credentials for each TermSecure user. In addition, a ThinManager Access Group can be linked to an ActiveDirectory Group. ThinManager can also synchronize with an Organizational Unit or Security Group and automatically create the associated TermSecure users. Lastly, you can use ThinManager 8 to manage the passwords of ActiveDirectory linked accounts so that the passwords are automatically changed according to IT requirements.

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Create an Operator TermSecure User Group

1. Click the Users icon in the ThinManager tree selector.

2. From the Relevance Users tree, right click the Relevance Users node and select Add User Group. This will launch the TermSecure User Configuration Wizard.

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3. From the TermSecure User Group Information page of the wizard, enter Operator as the User Name in the Group Name frame. Click the Finish button.

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Create an Operator User 1. Expand the Relevance Users node. 2. Right click the newly created Operator User Group and select Add User. This will

launch the TermSecure User Configuration wizard. 3. From the TermSecure User Information page of the wizard, enter Olaf as the User

Name and z as the Password and Verify Password. Click the Finish button.

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Enable User Services for Terminal

1. Click the Terminals icon from the ThinManager tree selector. 2. Under the Terminals node, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 3. Click the Next button on the Terminal Name page of the wizard. 4. Click the Next button on the Terminal Hardware page of the wizard. 5. Click the Next button on the Terminal Options page of the wizard. 6. From the Terminal Mode Selection page of the wizard, make sure Use Display

Clients is checked and check Enable Relevance User Services. Click the Next button.

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7. Select Blending from the Selected Display Clients list and click the Left Arrow button to move it to the Available Display Clients list. Repeat this step to move the Filling, Labeling and Packaging Display Clients from the Selected Display Clients to the Available Display Clients.

8. Select HMIClient from the Available Display Clients list and click the Right Arrow button to move it to the Selected Display Clients list. Click the Finish button.

9. Right click ThinClient and select Restart Terminal to apply the change.

When deploying TermSecure for the first time, Enabling Relevance User Services at the Terminal is a commonly missed step. Without Enabling Relevance User Services at the terminals where you want to enable TermSecure logins, the Login option will not be available from the Screen Selector menu. If you would like to Enable Relevance User Services for all of your terminals, you can create a Terminal Group, enable it there, and check the Group Setting checkbox. Each Terminal member of the Terminal Group would then have it enabled.

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Login as Maintenance User 40. From the Terminals icon in the ThinManager tree selector, select ThinClient. 41. Click the Shadow tab from the Details Pane. 42. Click and hold the Screen Selector at the top middle of the Shadow where it lists

HMIClient. While holding down the mouse button, select the Main Menu entry from the Screen Selector.

43. From the Main Menu, click the Log In button.

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44. From the Log In popup, enter Manny as the User Name. 45. From the Password popup, enter z as the Password.

Once logged into TermSecure, the DiagonsticsViewer DisplayClient should be activated and brought to the foreground. Notice that there are now 2 Display Clients listed under the ThinClient Terminal in the Terminals tree. Also notice that the ThinClient Terminal label now indicates that (Manny) is logged in there.

46. Click the Screen Selector within the Shadow and select the HMIClient Display

Client to activate it. 47. Click the Screen Selector again and select the DiagnosticsViewer Display Client

to activate it. Remember, we did not enable Tile Mode for the Manny user. 48. Click the Screen Selector once more and this time select Main Menu. 49. From the Main Menu, click the Log Off button. Manny will be logged off, and the

DiagnosticsViewer Display Client will be removed.

There is an Inactivity Timeout setting available either at the User Group level or at the User object itself that will automatically logoff the TermSecure user after a period of inactivity. The default is 120 seconds. It can be found on the last page of the User Configuration Wizard.

If Manny were to leave the ThinClient Terminal and log into another Terminal (either thin client, PC or tablet), his content would follow him.

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If you would prefer Manny to only receive content at a specific Terminal, you can use ThinManager Access Groups to apply permissions to specific Display Clients. Access Groups can be accessed from the Manage ribbon. Once an Access Group is created, it can then be associated with a User Group. The same Access Group can then be applied as a Permission on the Display Client(s) that you want to restrict or provide access to. When you apply these restricted Display Clients to a Terminal, they will only become visible when a user assigned to that Access Group logs into the Terminal.

ThinManager ships with the TermMon ActiveX control that can be utilized by any ActiveX container, like FactoryTalk View SE. The ActiveX extends most of the ThinManager feature set to the ActiveX container, so you can then natively interact with ThinManager right from FactoryTalk View SE, for instance. As an example, you can trigger a Touchscreen Calibration to launch from a button within FactoryTalk View SE using the ActiveX control. You can also respond to ThinManager events from within FactoryTalk View SE. So when a new user logs into TermSecure, an event is triggered in the ActiveX and FactoryTalk View SE that can be configured to programmatically log that same user into FactoryTalk View SE. More details on the ActiveX control can be found at: http://www.thinmanager.com/kb/index.php/TermMon_ActiveX_Control.

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Incorporating the RFIdeas pcProx Reader The RFIdeas pcProx Reader can be used to scan and read smart cards like an HID protocol card, or a MIFARE smart card like the ones used in this lab. This section walks through adding the RFIdeas pcProx USB Module and then associating a MIFARE smart card with a TermSecure user.

50. Click the Terminals icon from the ThinManager tree selector. 51. Under the Terminals node, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 52. Click the Next button on the Terminal Name page of the wizard. 53. Click the Next button on the Terminal Hardware page of the wizard. 54. Click the Next button on the Terminal Options page of the wizard. 55. Click the Next button on the Terminal Mode Selection page of the wizard. 56. Click the Next button on the Display Client Selection page of the wizard. 57. Click the Next button on the Terminal Interface Options page of the wizard. 58. Click the Next button on the Hotkey Configuration page of the wizard. 59. Click the Next button on the Log In Information page of the wizard. 60. Click the Next button on the Video Resolution page of the wizard. 61. Click the Add button on the Module Selection page of the wizard.

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62. Select the RF Ideas pcProx USB Module from the Attach Module to Terminal list box, and click the OK button followed by the Finish button.

63. Click the View ribbon followed by the Options button within ThinManager.

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64. Check the Display “Create New User” dialog for unknown users checkbox followed by the OK button.

65. Select the ThinClient terminal from the Terminals tree. 66. Right click ThinClient and select Restart Terminal to apply the change. 67. Using your lab station’s MIFARE smart card, tap it on the RF Ideas pcProx Reader. 68. Upon successfully reading the card, ThinManager will display the TermSecure User

Configuration Wizard. Click the Assign Card Number to Existing User button.

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69. Expand the Maintenance users group, and then select Manny. Click the OK button followed by the Finish button.

70. Tap the smart card on the reader again. This time, Manny is successfully logged in by just reading his smart card.

You could still require Manny to enter a password by checking the Always Prompt for Password checkbox in the TermSecure User Configuration Wizard for Manny’s TermSecure user. As a result, you will have implemented multi-factor authentication – something you have (smart card) plus something you know (password).

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Section 5: IP Cameras

Overview ThinManager version 7.0 SP3 added support for real time steaming protocols (RTSP) like H.264, which are much more efficient even at higher resolutions. ThinManager 8.0 will add support for hardware decoding for H.264 cameras, lightening the load on thin client CPUs that support H.264 decoding significantly. In this lab section, we will be configuring an Axis M1054 Power Over Ethernet (POE) camera as a Display Server in ThinManager. Once the Display Server is created, we will then create a Camera Display Client to tell ThinManager how to render the camera, before finally applying the new Camera Display Client to the thin client.

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section05.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section05.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Create Display Server for IP Camera

1. On the RDS Server virtual machine, click the Display Servers icon in the ThinManager tree selector.

2. From the Display Servers tree, right click the Cameras branch and select Add Camera. This will launch the Camera Configuration Wizard. Click the Next button.

3. Type AxisM1054 in the Terminal Server Name text box. 4. Select a Streaming Protocol of RTSP – HTTP from the Streaming Protocol

dropdown list. 5. In the IP Address field, enter the IP Address of the camera as provided to you at

your lab station. 6. Leave the Port entry at the default of 80. 7. Click the Next button.

8. For the Username enter root. For the Password and Verify Password fields, enter

thinman.

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9. In the Custom URL field, enter axis-media/media.amp. Click the Finish button.

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Create Display Client for IP Camera

1. Click the Display Clients icon from the ThinManager tree selector. 2. From the Display Clients tree, right click the Camera branch and select Add

Display Client. This will launch the Display Client Wizard. 3. Type Camera as the Client Name on the Client Name page of the wizard. Click the

Next button.

4. Click the Next button on the Display Client Options page of the Display Client

Wizard. 5. Click the Next button on the Relevance Options page of the Display Client

Wizard. 6. From the Overlay Layout page of the Display Client Wizard, select 1x1 from the

Choose Camera Layout dropdown. Notice that you can select up to a 4x4 grid of cameras on a single display.

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7. Choose 1280x1024 from the Display Size dropdown. Click the Next button.

8. From the Overlay Cameras page of the Display Client Wizard, accept the default

overlay name of Overlay_1. 9. Uncheck the All Cameras Available checkbox. 10. Click the Add button. 11. Select the AxisM1054 camera from the list and click OK button.

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12. Click the Overlay Options button to explore the options available like Scaling, Cropping and automatic Cycling of cameras. Accept the defaults and click the OK button, followed by the Finish button.

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Apply IP Camera Display Client to Terminal

14. Click the Terminals icon from the ThinManager tree selector. 15. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 16. Click the Next button on the Terminal Name page of the wizard. 17. Click the Next button on the Terminal Hardware page of the wizard. 18. Click the Next button on the Terminal Options page of the wizard. 19. Click the Next button on the Terminal Mode Selection page of the wizard. 20. Select Camera from the Available Display Clients list and click the Right Arrow

button to move it to the Selected Display Clients list. Click the Next button.

21. From the Terminal Interface Options page of the Terminal Configuration Wizard,

check the Enable Tiling checkbox if it is not checked already.

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22. Click the Tiling Options button and make sure the Show Grid, Tile Display Clients at startup, and Tile on right click (mouse or touchscreen) checkboxes are checked. Click the OK button followed by the Finish button.

23. Right click ThinClient and select Restart Terminal to apply the change. 24. If configured properly, the new camera Display Client will be visible as one of the

two tiles. If your Camera Display Client indicates No Camera Connection, return to the AxisM1054 IP Camera Display Client configuration and make sure your settings agree with the screen shots provided in the Create Display Server for IP Camera section.

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Section 6: Introduction to Relevance & Location Based Mobility

Overview So far we have delivered content to a thin client, as well as content to a user. The next level of the ThinManager delivery paradigm is to now add Location into the equation. When talking about mobility on the plant floor, providing access anywhere to applications that control a moving process may cause more problems than solve. ThinManager Relevance provides the tools to safely provide access to these applications because you can define a Location and associate Display Client(s) with that Location. When a mobile device leaves a specified Location, the content associated with that Location will be removed from the device. Different users may receive different content from the same Location based on their Access Group assignment in ThinManager. So how does ThinManager determine a mobile device’s location? By using one of five supported Location Resolver technologies:

• Quick Response Codes (QR Codes) • Near Field Communication (NFC) • Bluetooth Beacons • Wireless Access Points • Global Positioning Systems (GPS)

With the release of ThinManager 8, Relevance supports both iOS and Android devices. For iOS devices, ThinManager offers the iTMC application which is available through the App Store, while for Android devices, ThinManager offers the aTMC application which is available through the Google Play Store. Location Resolvers can be easily registered through iTMC or aTMC. For example, a QR Code can be scanned within either of these apps, or a Bluetooth Beacon can be detected and registered. Once you have registered your Location Resolvers, you can then assign them to Locations within ThinManager, and in turn, specific Display Clients can be associated with that Location. As an example, let’s say we would like to apply laminated QR Codes to all of our process automation instrumentation, so that our Maintenance staff could walk up to an instrument with their iPad, scan a QR Code, and instantly receive a series of documents that are assigned to that instrument. To do so, we would first need to register the QR Code using iTMC from the iPad. Within ThinManager, we would create the Display Clients necessary for the desired documentation. This might include a series of Display Clients for Adobe

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Reader that open specific user manuals. With the Display Clients created, we would then create a new Location in ThinManager, assign the Display Clients to it, and then associate the new QR Code Resolver to the Location. We can also assign a Location to a Terminal. Instead of applying Display Clients to a Terminal like we have throughout the lab so far, we would instead assign the Display Clients to the Location and then assign the Location to the Terminal. This extra level of abstraction presents some very interesting possibilities. For instance, we could allow a user to scan a QR Code at the thin client that would actually Transfer the content from the thin client to the mobile device. We could also confine access to this content by applying a Bluetooth Beacon to “fence” the user in. When the user walks outside of the range established for the Bluetooth Beacon, the content would automatically be removed, as it would be returned to the thin client. In this example, the Transfer is considered a Resolver Action. ThinManager Relevance supports 4 Resolver Actions:

• Forced Transfer • Manual Transfer • Clone • Shadow

The Forced Transfer redirects Display Client(s) from a thin client to a mobile device without requiring approval at the thin client. Manual Transfer, on the other hand, would require a user’s acknowledgement to approve the Transfer request at the thin client. Clone would spin up new, independent sessions of the Display Clients assigned to the thin client, while Shadow would do just what you would expect. This lab section is composed of the following tasks:

• Create Terminal Configuration for iPad • Assign Terminal Configuration to iPad • Register Resolvers from iPad • Create Access Groups • Create Locations • Revise Display Client AppLink Path • Assign the Location to a Terminal • Test a Forced Transfer

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QR Codes are essentially more robust alphanumeric versions of barcodes. QR Codes can be generated and printed from several websites. Bluetooth Beacons offer a tunable received signal strength, and hence range, from 0 to approximately 50 meters. ThinManager 8 will introduce support for the iBeacon, which utilizes Apple’s Bluetooth beacon protocol. Wireless Access Points expose a unique identifier called a BSSID which ThinManager can use to determine on which Access Point a mobile device is connected. GPS offers accurate location resolution down to 5 feet, but is only for outdoor applications.

Fencing is defined as combining resolvers to limit access to specific Display Clients based on Location. For instance, a Bluetooth Beacon can be used to fence in a QR Code so that a mobile device must be within range of the Bluetooth Beacon when the QR Code is scanned to actually resolve to the associated Location. Once the mobile device is outside the range of the Bluetooth Beacon, the Display Clients associated with the Location would not be delivered to the mobile device.

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section06.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section06.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Create Terminal Configuration for iPad

1. On the RDS Server virtual machine, click the Terminals icon from the ThinManager tree selector.

2. From the Terminals tree, right click the Terminals node and select Add Terminal. This will launch the Terminal Configuration Wizard.

3. Type iPad as the Terminal Name on the Terminal Name page of the wizard. Click the Next button.

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4. Select Apple from the Make/OEM drop down list and iPad from the Model drop down list. Click the Next button.

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5. Click the Next button on the Terminal Options page of the wizard. 6. Check the Use Display Clients, Enable Relevance User Services, and Enable

Relevance Location Services checkboxes on the Terminal Mode Selection page of the wizard.

7. Click the Next button on the Display Client Selection page of the wizard. 8. Click the Next button on the Terminal Interface Options page of the wizard.

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9. Check the Enable QR Code Location Ids and Enable Bluetooth Locations checkboxes from the Relevance Options page of the wizard. Click the Next button.

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10. On the Log In Information page of the wizard, enter terminal2 as the Username and z as the Password and Verify Password. Enter RDSSERVER as the Domain. The terminal will use these credentials to login to the terminal server(s) for those Display Clients applied to it that have the Allow Auto Login property enabled.

11. Click the Verify button to verify the credentials entered.

12. The Result field should indicated valid. Click the OK button, followed by the Next

button.

13. Click the OK button on the Video Mode is invalid for this Terminal Model

message box. 14. From the Video Resolution screen of the wizard, select 1920x1080 as the

Resolution, and 64K Colors as the Color Depth. Click the Finish button.

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Assign Terminal Configuration to iPad 14. Pick up the lab station’s iPad Mini. Launch the iTMC application.

15. Touch the Settings button at the bottom of the iTMC app.

16. Touch the Add ThinManager Server button from the ThinManager Servers

section.

17. Enter HOTT ThinManager as the Description and enter the IP Address of your

station’s RDSSERVER in the Primary ThinManager Server IP field. Touch the Save button.

18. From the Settings page, touch the <Main button.

19. Touch the HOTT ThinManager item to connect to your lab station’s ThinManager

from iTMC.

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20. From the Pick Replacement menu, touch the iPad terminal configuration to assign it to your iPad Mini.

21. Touch the <Main button to return to Main page. Touch the Yes button to confirm.

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Register Resolvers from iPad 1. From the Main page of iTMC, touch the Settings button. 2. From the Settings page, touch the Register QR Code button

3. Use the camera that pops up within iTMC to scan the QR Code on the ControlLogix

power supply at your station. 4. Touch the Enter QR Data so the name field is populated with the text from the QR

code.

5. Tap the Register button. This will register the QR Code as a Resolver within

ThinManager.

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6. From iTMC and touch <Settings button to return to the Settings page, and then <Main to return to the Main page.

7. Within ThinManager on RDSSERVER, click the Manage ribbon followed by the Manage Resolvers button. Notice that the resolver has been successfully registered within ThinManager. Click OK.

Resolvers can also be manually created within ThinManager by clicking the Add button on the Resolver Management popup.

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Create Access Groups 1. Click the Manage ribbon, followed by the Access Groups icon.

2. From the Access Groups popup, click the Add button. 3. Enter Maintenance as the Enter Group Name field. Click the OK button. 4. Click the Add button again. 5. Enter Operator as the Enter Group Name field. Click the OK button.

With ThinManager 8, these Access Groups can be linked to ActiveDirectory security groups.

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6. Click the Relevance Users icon in the ThinManager Tree Selector. 7. Double click the Maintenance users group. 8. Click the Permissions button. 9. Select the Maintenance Access Group from the Available list and click the Right

Arrow to move it to the Member Of list. Click the OK button followed by the Finish button.

10. Double click the Operator users group. 11. Click the Permissions button. 12. Select the Operator Access Group from the Available list and click the Right Arrow

to move it to the Member Of list. Click the OK button followed by the Finish button.

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Create Logix 5000 Display Client

1. Click the Display Clients icon from the ThinManager tree selector. 2. From the Display Clients tree, right click the Terminal Services branch and select

Add Display Client. This will launch the Display Client Wizard. 3. Type Studio5000 as the Client Name on the Client Name page of the wizard. Click

the Next button.

4. Click the Next button on the Display Client Options page of the wizard. 5. Click the Next button on the Relevance Options page of the wizard. 6. Click the Next button on the Terminal Services Display Client Type page of the

wizard.

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7. Check the Application Link checkbox on the Terminal Services and Workstation Options page of the wizard. Click the Next button.

8. Select RDSSERVER from the Available Terminal Servers list and click the Right

Arrow button to move it to the Selected Terminal Servers list. This is the Terminal Server on which this Display Client will run.

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9. For the Program Path and Filename browse to: c:\LabFiles\Studio5000.bat

10. Click the Finish button.

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Create Location 1. Click the Locations icon in the tree selector. This icon will only be present if you

have a Relevance license activated.

2. From the ensuing Locations tree, right click the Locations tree node and select

Add Location. 3. From the Location Name page of the Location Configuration Wizard, enter

ControlLogix as the Location Name. Click the Next button.

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4. Click the Next button from the Location Options page of the wizard.

5. From the Display Client Selection page of the wizard, select the Studio5000

Display Client and click the Right Arrow button to move it from the Available Display Client list to the Selected Display Clients list.

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6. From the Windows Log In information page of the wizard, enter location1 as the Username, z as the Password and Verify Password fields, and RDSSERVER as the Domain. Click the Verify button to ensure the credentials are valid. Click the OK button followed by the Next button.

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7. From the Relevance Resolver Location page of the wizard, click the Add button. 8. From the Choose a Relevance Resolver popup, select your QR Code from the

Resolver Name dropdown list, and Clone from the Choose Action dropdown list. Click the Permissions button.

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9. Select Unrestricted from the Member Of list and click the Left Arrow button to movie it to the Available list. Select Maintenance from the Available list and click the Right Arrow button to move it to the Member Of list. Click the OK button twice, followed by the Finish button.

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Test the ControlLogix QR Code 22. Return to the <Main menu of iTMC from your station’s iPad. 23. Touch the HOTT ThinManager list entry to login to your station’s ThinManager from

iTMC. 24. Touch the Login button from the iTMC menu bar. Enter Manny as the TermSecure

Username with a TermSecure Password of z. You will receive the FactoryTalk Diagnostics Viewer Display Client just as you did when logging into the thin client as Manny earlier.

25. Next, touch the ScanID button from the iTMC menu bar. The camera window will

appear within iTMC.

26. Using the camera window within iTMC, re-scan the QR Code. The Studio5000

Display Client should be delivered to iTMC with the InstantFizz ACD file. 27. Touch the Leave button in the iTMC menu bar to leave the ControlLogix location.

The Studio5000 Display Client will disconnect. 28. Touch the LogOff button to log Manny off of iTMC. The DiagnosticsViewer

Display Client will disconnect. 29. Without logging back in, re-scan the QR Code. You should receive a Relevance

Error message indicating that the Relevance Identifier is not associated with any permitted action.

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Section 7: Line of Sight HMI with ThinManager Relevance

Overview The Studio5000 Display Client in the previous section was delivered based on the scan of the ControlLogix QR Code. Once the content was received by iTMC, the user would be free to use Logix 5000 from anywhere, as long as a connection to the wireless network was maintained. In some cases, you may want to restrict access to the Display Client delivered to iTMC. This section will demonstrate a fenced location using a Bluetooth beacon with the View SE Display Client. This lab section is composed of the following tasks:

• Register Resolvers from iPad • Create Locations • Assign the Location to a Terminal • Test a Forced Transfer

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Restore ThinManager Configuration If you are performing the lab sections in random order or if you want to ensure your configuration is correct at this point, please restore the appropriate ThinManager backup configuration prior to starting this section.

1. Launch the ThinManager user interface from the desktop of RDS Server image. 2. From ThinManager, click the Manage ribbon, followed by the Restore icon.

3. From the ensuing Open dialog box, select TMxx_Section07.db, where xx is your

station number (i.e.: Station 01 would be TM01_Section07.db), and click the Open button.

4. To ensure the PXE Server is ready to accept requests after the configuration restore, click the Manage ribbon followed by the PXE Server icon.

5. Uncheck the Enable PXE Server checkbox and click the Finish button. 6. Click the PXE Server icon again, and the re-check the Enable PXE Server

checkbox, followed by the Finish button.

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7. Cycle power to your thin client. 8. Upon powering up, hit the Down arrow on the thin client keyboard to highlight the

ThinClient terminal configuration, followed by the Enter key.

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Assign Terminal Configuration to iPad Complete these steps if you did not perform Section 6 previously, otherwise skip to Register Resolvers from iPad.

1. Pick up the lab station’s iPad Mini. Launch the iTMC application.

2. Touch the Settings button at the bottom of the iTMC app.

3. Touch the Add ThinManager Server button from the ThinManager Servers

section.

4. Enter HOTT ThinManager as the Description and enter the IP Address of your

station’s RDSSERVER in the Primary ThinManager Server IP field. Touch the Save button.

5. From the Settings page, touch the <Main button.

6. Touch the HOTT ThinManager item to connect to your lab station’s ThinManager

from iTMC.

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7. From the Pick Replacement menu, touch the iPad terminal configuration to assign it

to your iPad Mini.

8. Touch the <Main button to return to Main page. Touch the Yes button to confirm.

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Register Resolvers from iPad 1. From the Main page of iTMC, touch the Settings button. 2. From the Settings page, touch the Register QR Code button

3. Use the camera that pops up within iTMC to scan the QR Code near your thin client,

touch Enter QR Data so the name is populated from the QR code text, and then tap the Register button. This will register the QR Code as a Resolver within ThinManager.

4. Return to iTMC and touch <Settings button to return to the Settings page. 5. Touch the Register Bluetooth Beacon button. 6. iTMC will present a list of Bluetooth beacons within range. Select the one in your

list.

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7. iTMC will prompt you to stand at the zone entrance of the Bluetooth beacon. Note the location of the beacon in the lab. Touch the Continue button. ThinManager will register the RSSI at your location and register that RSSI as the entrance point of the zone.

8. Enter ThinClientBTB as the Location Description followed by the OK button.

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Create Locations

1. Back on RDSSERVER, click the Locations icon in the tree selector. 2. From the ensuing Locations tree, right click the Locations tree node and select

Add Location. 3. From the Location Name page of the Location Configuration Wizard, enter

BlendingZone as the Location Name. Click the Next button.

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4. From the Location Options page of the wizard, make sure that Activate Display Client at Log In, Enforce Location Fencing and Allow Local Access are checked. Click the Next button.

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5. From the Display Client Selection page of the wizard, click the Next button. 6. From the Windows Log In information, click the Next button. 7. From the Relevance Resolver Location page of the wizard, click the Add button. 8. From the Choose a Relevance Resolver popup, select ThinClientBTB from the

Resolver Name dropdown list, and No Action from the Choose Action dropdown list.

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9. Click the Permissions button. 10. Select Unrestricted from the Member Of list and click the Left Arrow button to

movie it to the Available list. Select Maintenance from the Available list and click the Right Arrow button to move it to the Member Of list.

11. Select Operator from the Available list and click the Right Arrow button to move it to the Member Of list. Click the OK button.

12. Click the Settings button for the Bluetooth Beacon resolver.

Note the signal strength at the entrance point of the Location (RSSI to Log In) as well as the exit point of the Location (RSSI to Log Out). These preset values were determined based on your location when registering the beacon earlier.

a. Set the RSSI to Log In to -74 b. Set the RSSI to Log Out to -84 c. Click the OK button twice followed by the Finish button.

We will not be delivering default content when within range of the beacon (since we did not assign any Display Clients to the BlendingZone location) – but we could have. Instead, we will use the beacon simply as a fence for the sub-location to be defined in the next steps.

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13. Now we need to create a sub-location, so expand the Locations node, right click the BlendingZone location and select Add Location.

14. From the Location Name page of the Location Configuration Wizard, enter BlendingHMI as the Location Name. Click the Next button.

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15. From the Location Options page of the wizard, check Activate Display Client at Log In and Allow Local Access. Click the Next button.

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16. Select Blending from the Available Display Clients list and click the Right Arrow button to move it to the Selected Display Clients list. Click the Next button.

17. From the Windows Log In information page of the wizard, enter location2 for the

Username, z for the Password and Verify Password fields. Enter RDSSERVER for the Domain. Click the Verify button.

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18. You should see a valid result. Click the OK button, followed by the Next button. 19. From the Relevance Resolver Selection, click the Add button. 20. From the Choose a Relevance Resolver popup, select the ThinClient QR you

registered in this section from the Resolver Name dropdown list, and Force Transfer from the Choose Action dropdown list. Click the Permissions button.

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21. Select Unrestricted from the Member Of list and click the Left Arrow button to movie it to the Available list. Select Maintenance from the Available list and click the Right Arrow button to move it to the Member Of list. Click the OK button twice.

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22. From the Relevance Resolver Selection, click the Add button again. 23. From the Choose a Relevance Resolver popup, select the ThinClient QR again

from the Resolver Name dropdown list, and Shadow from the Choose Action dropdown list. Click the Permissions button.

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24. Select Unrestricted from the Member Of list and click the Left Arrow button to movie it to the Available list. Select Operator from the Available list and click the Right Arrow button to move it to the Member Of list. Click the OK button twice.

25. Click the Finish button.

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Assign the Location to a Terminal

19. Click the Terminals icon from the ThinManager tree selector. 20. Under the Terminals node, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 21. Click the Next button on the Terminal Name page of the wizard. 22. Click the Next button on the Terminal Hardware page of the wizard. 23. Click the Next button on the Terminal Options page of the wizard. 24. From the Terminal Mode Selection page of the wizard, make sure Use Display

Clients and Enable Relevance User Services are checked. Also check the Enable Relevance Location Services. This is required to use this Terminal with Relevance. Click the Next button.

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25. Remove all Display Clients from the Selected Display Clients list (right pane) as shown in the screen capture below and click the Next button.

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26. From the Terminal Interface Options page of the wizard, click the Next button. 27. From the Relevance Options page of the wizard, click the Change button. 28. From the Select Location popup, select

LocationsàBlendingZoneàBlendingHMI. Click the OK button.

29. Click the Finish button. 30. Right click ThinClient and select Restart Terminal to apply the change.

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After restarting the Terminal, you will notice that the InstantFizz application is still delivered to the thin client, but instead, we delivered the Blending Display Client which takes us right to the Blending home page. This is because we assigned the Blending Display Client to the BlendingHMI Location and then assigned this Location to the ThinClient Terminal. The more interesting part of the configuration is how the BlendingZone and BlendingHMI Locations were configured. Using a mobile device with either iTMC for iOS or aTMC for Android, the ThinClient QR Code can be scanned if and only if the mobile device is within range of the ThinClientBTB Bluetooth Beacon AND the user logged into iTMC or aTMC through TermSecure is a member of either the Maintenance or Operator Access Groups. If the user is a member of Maintenance, the Blending Display Client would be transferred from the ThinClient Terminal and redirected to the mobile device. If the user is a member of the Operator Access Group, ThinClient would be shadowed from the mobile device. In both cases, the Display Client would remain on the mobile device as long as it stays within the range of the Bluetooth Beacon, which is acting as a Fence. The user can also choose to manually Leave the location from the iTMC or aTMC applications.

iTMC and/or aTMC can also be used without ThinManager Relevance. Without Relevance, you can manage and configure the Display Clients that are delivered to the mobile devices, just without including Location in the delivery equation.

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Test a Forced Transfer 31. Return to the <Main menu of iTMC from your station’s iPad. 32. Touch the HOTT ThinManager list entry to login to your station’s ThinManager from

iTMC. 33. With a few seconds, you may hear iTMC login to the BlendingZone location (as

indicated in the iTMC title bar). No additional content will be delivered since we did not assign any Display Clients to the BlendingZone location defined by the Bluetooth beacon.

34. Touch the Login button from the iTMC menu bar. Enter Manny as the TermSecure Username with a TermSecure Password of z. You will receive the FactoryTalk Diagnostics Viewer Display Client just as you did when logging into the thin client as Manny earlier.

35. Next, touch the ScanID button from the iTMC menu bar. The camera window will

appear within iTMC.

36. Using the camera window within iTMC, scan the QR Code assigned to the thin client.

The Blending Display Client should be transferred from the thin client to your iPad. 37. From the iTMC menu bar, touch the Menu button, followed by the View Bluetooth

Beacons button. This will allow you to monitor the Received Signal Strength Indicator (RSSI) from your Bluetooth beacons.

38. Recalling the RSSI to Log Out setting from earlier, walk away from the lab’s beacon until the RSSI is less than the RSSI to Log Out setting. Once outside the range of the beacon, the Blending Display Client will be returned to the thin client.

39. LogOff and then LogIn as Olaf. Try re-scanning the ThinClient QR Code. You should receive a Shadow of the ThinClient terminal.

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A user at the thin client from where the Display Client was transferred can also request to return the Display Client to the thin client by clicking the Restore Location button. You setup 2 separate Resolver Actions for the QR Code. One to perform a Forced Transfer for Maintenance users, the other to perform a Shadow for Operator users.

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Appendix A: Preparation of Remote Desktop Server(s)

As previously mentioned, the RDSSERVER already has the necessary Remote Desktop Services role services installed. In this section, you will ensure RSSSERVER is properly setup for use with ThinManager. To do this, you will be performing the following tasks:

• Disable Network Level Authentication • Allow Unlisted Remote Apps to Be Started

This lab will use the terminology Remote Desktop Server and Terminal Server interchangeably. Prior to Windows Server 2008 R2, Microsoft used the Terminal Server terminology, but has referred to Remote Desktop Server since then.

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Disable Network Level Authentication Network Level Authentication (NLA) must be disabled for ThinManager thin clients.

1. On the RDS Server image, launch the Remote Desktop Session Host

Configuration snap-in by clicking StartàAdministrative ToolsàRemote Desktop ServicesàRemote Desktop Session Host Configuration.

2. To edit the advanced properties for this connection, right click on the RDP-Tcp connection in the Connections list and select Properties.

3. On the General tab, ensure that the Allow connections only from computers running Remote Desktop with Network Level Authentication checkbox is unchecked. Click the OK button. Close the Remote Desktop Session Host Configuration window.

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In the case of a RDS Server Failover setup, this setting would also have to be performed on the RDS Server Failover virtual machine.

Network Level Authentication (NLA) requires the connecting user to authenticate prior to establishing a session with the server and using server resources. In an environment where using non-Windows clients, legacy Windows operating systems or using non-Microsoft credential providers, NLA is not always supported so you should select the less secure option of not requiring NLA. ThinManager’s RDP client does not support NLA, so it needs to be disabled.

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Allow Unlisted Remote Apps to Be Started ThinManager AppLink is a simple and powerful way to deliver an application to a ThinManager terminal without a desktop. AppLink is covered in a separate section, but in order to prepare for its use the Remote Desktop Services RemoteApp settings must be modified.

1. Still on the RDS Server, launch the RemoteApp Manager snap-in by clicking StartàAdministrative ToolsàRemote Desktop ServicesàRemoteApp Manager.

2. From the right pane labeled Actions panel, click the RD Session Host Server Settings link.

3. From the RD Session Host Server tab, ensure the Allow users to start both listed and unlisted programs on initial connection is selected and click the OK button.

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4. Close the RemoteApp Manager window. Again, in a RDS Server Failover setup, this setting would have to be modified on the RDS Server Failover virtual machine as well. Close the RemoteApp Manager window.

The Microsoft recommended setting is Do not allow users to start unlisted programs on initial connection. To utilize this setting along with ThinManager AppLink, each application that you intend to deliver with AppLink to a thin client must be added to the RemoteApp Programs list. This is done utilizing the RemoteApp Wizard which is available by clicking the Add RemoteApp Programs link in the Actions pane of the RemoteApp Manager.

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Appendix B: Add Thin Clients to FactoryTalk Directory

By default every Computer connecting to the FactoryTalk Directory must be added as a Computer Account – ThinManager terminals are no different.

1. On the RDS Server virtual machine, start the FactoryTalk Administration Console by clicking StartàAll ProgramsàRockwell SoftwareàFactoryTalk Administration Console.

2. On the Select FactoryTalk Directory dialog, make sure Network is selected and click the OK button.

3. In the Explorer view, browse to Network (HMISERVER) àSystemàComputers and GroupsàComputers, right click Computers and select New Computer… from the menu. NOTE:

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4. In the Computer textbox, enter ThinClient and click the OK button.

When finished, you should have THINCLIENT added to the Computers folder.

5. Repeat the previous 3 steps and add IPAD to the Computers folder. 6. Close the FactoryTalk Administration Console and return to ThinManager.

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In addition to adding the terminal name as a Computer Account to the FactoryTalk Directory, you will typically have to add the Windows user account that is assigned to the terminal to the FactoryTalk Directory as well. This step was handled for you in the Extending FactoryTalk View Site Edition with Microsoft’s Remote Desktop Services lab by adding a Windows linked group to the Remote Desktop Users group, of which the operator1 user was a member.

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Appendix C: Add Automatic Terminal Server Failover

The following steps assume you have completed Section 2 of this lab and have added RDSSERVERF as a Display Server within ThinManager.

1. From the Terminals tree, expand the ThinClient terminal. Double click the HMIClient Display Client under the ThinClient terminal to launch the Display Client Wizard.

2. Click the Next button on the Client Name page of the wizard. 3. Click the Next button on the Display Client Options page of the wizard. 4. Click the Next button on the Relevance Options page of the wizard. 5. Click the Next button on the Terminal Services Display Client Type page of the

wizard. 6. Check the Enforce Primary checkbox on the Terminal Services and Workstation

Options page of the wizard. Click the Next button.

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7. Select RDSSERVERF from the Available Terminal Servers list and click the Right Arrow button to move it to the Selected Terminal Servers list. By adding more than 1 Terminal Server to the Selected Terminal Servers list, you have added automatic terminal server failover for this Display Client. The order of the servers listed determines the order of failover. In this case, RDSSERVER would be the primary and RDSSERVERF would be the secondary. There is no limit to how many Terminal Servers you can add, the terminal will just keep failing to the next one in the list.

8. Click the Finish button.

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9. Right click the ThinClient terminal and select Restart Terminal to apply the changes. Click Yes on the confirmation dialog box. If you expand the ThinClient terminal, and then expand the HMIClient Display Client, you will now see both RDSSERVER and RDSSERVERF are listed. The green lightning bolt next to RDSSERVER indicates that the session being delivered to the terminal is running on RDSSERVER. Notice that RDSSERVERF has a red lightning bolt next to it.

10. To force a failover to occur, we can manually disable the RDSSERVER Terminal

Server from ThinManager. This will disconnect all terminal server sessions to RDSSERVER. From the Terminals tree, expand the ThinClient terminal, and then expand the HMIClient Display Client. Select the RDSSERVER Terminal Server under the HMIClient Display Client. With RDSSERVER selected, click the Tools ribbon, followed by the Disable icon. If you quickly shadow ThinClient you will see the new FactoryTalk View SE session launching on RDSSERVERF. To shadow, simply select ThinClient from the Terminals tree and then click the Shadow tab from the Details Pane.

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11. With the RDSSERVER Terminal Server disabled, its icon has changed from a green lightning bolt to a red lightning bolt with an X, while the RDSSERVERF Terminal Server has changed from a red lightning bolt to green.

12. Select ThinClient in the Terminals tree, followed by clicking the Shadow tab from

the Details Pane. You will see that the FactoryTalk View SE InstantFizz demo is still running, but the session is being delivered from RDSSERVERF now.

13. To re-enable RDSSERVER, select RDSSERVER from the Terminals tree and then

click the Enable button in the Tools ribbon. Notice that the green lightning bolt returns to RDSSERVER, while RDSSERVERF returns to red. The active session on the terminal has returned to the primary, RDSSERVER. This is because we checked the Enforce Primary option in Step 6 above.

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There are actually 2 types of automatic terminal server failover supported by ThinManager. The one demonstrated above is called Standard Failover. With Standard Failover, the failover session is started on-demand. The other type is called Instant Failover, which differs by keeping sessions running on each Terminal Server – the active one, and a hot standby one. Each Instant Failover session running would require a FactoryTalk View SE Client license. Instant Failover is a great option for deployments that cannot be without visualization for any length of time. Otherwise, Standard Failover is perfectly suitable. To enable Instant Failover in our example above, we would have additionally checked the Instant Failover checkbox in Step 6 above.

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Appendix D: Split Content across Multiple Monitors

The following steps assume you have completed Section 3 of this lab and have a 2nd monitor connected to your thin client.

1. Instead of applying all 4 Display Clients to a single monitor, let’s split the content across 2 monitors using ThinManager’s MultiMonitor. Return to the RDS Server virtual machine by clicking the RDS Server tab at the top of your screen.

2. Click the Terminals icon from the ThinManager tree selector. 3. From the Terminals tree, double click the ThinClient terminal to launch the

Terminal Configuration Wizard. 4. Click the Next button on the Terminal Name page of the wizard. 5. Click the Next button on the Terminal Hardware page of the wizard. 6. Click the Next button on the Terminal Options page of the wizard. 7. From the Terminal Mode Selection page of the wizard, make sure Use Display

Clients is checked and check Enable MultiMonitor. Click the Next button.

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8. From the MultiMonitor Video Settings page of the wizard, make sure the following is selected: 2 Monitors radio button, 64K Colors Color Depth, 1920x1080 Resolution for each monitor, 60Hz Refresh Rate for each monitor, Video Port 1 for Monitor 1, and Video Port 2 for Monitor 2. Click the Next button.

The Use Session Size Limits for drop down list allows you to specify either Server 2012 or Server 2008 R2 session size limits. Prior to Windows Server 2012, the maximum screen resolution for an RDP session was 4096 x 2048. Windows Server 2012 has increased this maximum to 8192 x 8192.

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9. From the Monitor Layout wizard, accept the defaults. This is where you tell ThinManager how your monitors are physically oriented via the Monitor Layout section, as well as how to treat each individual monitor via the Screen Layout section. Screens are treated individually by default, which is referred to as Screening. Or the screens can be combined logically, which is referred to as Spanning. Click the Next button.

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10. Select Blending from the Available Display Clients list and click the Right Arrow button for Screen A to move it to the Selected Display Clients list. Repeat this step to move the Filling Display Client to Screen A as well.

11. Select Labeling from the Available Display Clients list and click the Right Arrow button for Screen B to move it to the Selected Display Clients list. Repeat this step to move the Packaging Display Client to Screen B as well. Click the Next button.

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12. On the Screen Options page of the wizard, click the Screen Options button for Screen A. Make sure Show Selector on Terminal is checked, and click on the Selector Options button. Uncheck Auto-hide Selector and click the OK button.

13. Still on the Screen Options popup, check the Enable Tiling checkbox, and click the Tiling Options button. Make sure Show Grid is checked, and also check Tile Display Clients at startup and Tile on right click (mouse or touchscreen). Click the OK button, and also check the Allow Display Clients to move to/from screen checkbox. Click the OK button to close the popup.

14. Repeat the previous 2 steps for the Screen B options. 15. Click the Finish button. 16. Right click the ThinClient terminal from the Terminals tree and select Restart

Terminal to apply the changes. Click Yes to the confirmation dialog. 17. You will most likely receive a warning that Remote Desktop Services is busy. As in

the previous task, this is because we are attempting to initiate multiple sessions on the Remote Desktop Server as the same user simultaneously. Simply click the OK button on each warning or wait for it to automatically retry.

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18. Experiment with the Screen Selector of each monitor. You can move Display Clients from one monitor to the other and back again. This behavior is fully configurable.

19. You can also shadow an individual monitor, as opposed to both at the same time. Expand the ThinClient terminal and select Screen A. Now click the Shadow tab in the Details Pane to shadow just Screen A.

MultiMonitor combined with Tiling are extremely powerful tools that really elevate the user experience at the thin client. They are especially valuable in Control Room settings, or anywhere centralized monitoring is desired. Some thin clients can support up to 5 monitors. ThinManager also includes a Shared Keyboard and Mouse Module that can be applied to a thin client. The Shared Keyboard and Mouse Module allows you to control several thin clients using a single keyboard and mouse. As an example, you could have three 5 monitor thin clients in your Control Room driving a total of 15 displays all being controlled by a single keyboard and mouse. A module is a small driver that can be applied to a thin client to provide additional capabilities. For example, ThinManager includes 15 unique Touch Screen Modules, a Redundant Ethernet Module for thin clients with dual Ethernet ports (provides automatic failover of network interfaces connected to the thin client) as well as a MultiSession Screen Saver Module (each Display Client applied to a thin client is automatically cycled on a configurable time basis as a screen saver) – just to name a few. Modules are added to a terminal using the Terminal Configuration Wizard.