Wonderware System Platform 2014 R2 With Intouch 2014 R2 Getting Started Guide

Wonderware System Platform
2014 R2 with InTouch 2014 R2

Getting Started Guide
Invensys Systems, Inc.
December 3, 2014
Copyright
© 2014 Invensys Systems, Inc. All Rights Reserved.
Invensys is a Schneider Electric company.

All rights reserved. No part of this documentation shall be
reproduced, stored in a retrieval system, or transmitted by any
means, electronic, mechanical, photocopying, recording, or
otherwise, without the prior written permission of Invensys
Systems, Inc. No copyright or patent liability is assumed with
respect to the use of the information contained herein. Although
every precaution has been taken in the preparation of this
documentation, the publisher and the author assume no
responsibility for errors or omissions. Neither is any liability
assumed for damages resulting from the use of the information
contained herein.
The information in this documentation is subject to change without
notice and does not represent a commitment on the part of
Invensys Systems, Inc. The software described in this
documentation is furnished under a license or nondisclosure
agreement. This software may be used or copied only in
accordance with the terms of these agreements.
Trademarks
All terms mentioned in this documentation that are known to be
trademarks or service marks have been appropriately capitalized.
Invensys Systems, Inc. cannot attest to the accuracy of this
information. Use of a term in this documentation should not be
regarded as affecting the validity of any trademark or service
mark.
Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad,
DT Analyst, Factelligence, FactoryFocus, FactoryOffice,
FactorySuite, FactorySuite A2, InBatch, InControl, IndustrialRAD,
IndustrialSQL Server, InTouch, MaintenanceSuite, MuniSuite, QI
Analyst, SCADAlarm, SCADASuite, SuiteLink, SuiteVoyager,
WindowMaker, WindowViewer, Wonderware, Wonderware
Factelligence, and Wonderware Logger are trademarks of Invensys
plc, its subsidiaries and affiliates. All other brands may be
trademarks of their respective owners.
i
Contents
Welcome to Wonderware System Platform...............1

Wonderware System Platform Services .................................. 2
Industrial Domain Services................................................... 2
Software and Device Connectivity Services ......................... 3
Information and Data Management Services ...................... 3
Information Delivery and Visualization Services ................ 4
System Management and Extensibility Services................. 5
Wonderware System Platform Functional Components ........ 6
Getting Started ......................................................................... 9
Installing Wonderware System Platform

2014 R2 with InTouch 2014 R2..........................11
What You Need to Install Wonderware System
Platform 2014 R2 Software ................................................. 11
Prerequisites ........................................................................ 12
Using the Wonderware System Platform Installation
Process ............................................................................... 13
Installing Your Wonderware Product License ...................... 16
Setting Up the Development Studio ........................19

Using the ArchestrA IDE ....................................................... 20
Starting the ArchestrA IDE ................................................ 20
Creating a Galaxy ................................................................ 21
Setting Up the Wonderware System Platform

Historian Server .................................................23
Setting Up the Historian Server............................................ 24
Planning Considerations ........................................................ 25
Historian Server Hardware and Software
Requirements .................................................................... 25
Microsoft SQL Server Database Requirements ................. 26
ii Contents
Setting Up the Wonderware System Platform

Web Server ........................................................27
Installation Options................................................................ 28
Hardware and Software Requirements .............................. 29
Configuration Overview ...................................................... 29
Configure the Wonderware Information Server
Installation ........................................................................ 31
Creating an Application ..........................................39

Creating a Plant Model .......................................................... 40
Creating Application Objects .............................................. 43
Creating System Objects ..................................................... 45
Saving Historical Data from Application Objects .............. 47
Deploying your Galaxy ........................................................ 50
Getting More Information.......................................53

Getting More Information About Wonderware
Application Server ............................................................... 54
Getting More Information About InTouch HMI ................... 56
Getting More Information About the Wonderware
Historian .............................................................................. 59
Getting More Information About the Wonderware
Information Server .............................................................. 60
Getting Technical Support ..................................................... 62
Getting Product Training ....................................................... 63
1
Welcome to
Wonderware System
Platform
Wonderware® System Platform 2014 R2 with InTouch®

2014 R2 is an industrial software platform that uses
Wonderware ArchestrA technology for Supervisory HMI,
SCADA, and Production and Performance Management.
Wonderware System Platform contains an integrated set of
services and an extensible data model to manage plant
control and information management systems. Wonderware
System Platform supports both the supervisory control
layer and the manufacturing execution system (MES) layer,
presenting them as a single information source.
Modular applications sit on top of the Wonderware System
Platform. Wonderware and other third-party integrators
are delivering a growing inventory of application
components that use Wonderware System Platform
services.
2 Welcome to Wonderware System Platform
Wonderware System Platform Services

The following figure shows the core set of services provided
by Wonderware System Platform.
Business Systems
System Platform Environment

Modular Industrial and Manufacturing
Wonderware Clients Solutions
Information System
Industrial Application
Delivery and Management and
Domain Features Development
Visualization Extensibility
Information and
Data Plant Model Database
Management and Historian
Software and Device Connectivity
Software
HMIs, Historian, Field Devices
Applications
Lab Systems CMMs PLCs, RTUs, DCS
MES, Databases
Industrial Domain Services

Wonderware System Platform offers industrial domain
services that are not provided by commercial operating
systems or generic IT products. Wonderware System
Platform’s industrial domain services include the following:
• Real-time, peer-to-peer communications and messaging.
• Centralized alarm and event monitoring.
• Data-level security.
• Single global namespace to access data elements
anywhere without tag limitations.
• Plant information and supervisory functions.
Wonderware System Platform Services 3
Software and Device Connectivity Services

Wonderware System Platform provides cost-effective
communication between almost all plant information
sources. Diverse systems can be integrated to improve
operations and information management.
Wonderware System Platform includes the following
software and device connectivity services:
• Integration of business and manufacturing systems.
• Importing and migrating data from legacy systems and
external systems.
• Connectors and communication servers for device
control and applications.
• Integration with databases, XML, .NET, and other open
IT data sources.
Information and Data Management

Services
Wonderware System Platform manages real-time and
historical information, including data transformation and
storage. Managers and operators have immediate access to
key performance indicators (KPIs), event and alarm
notifications, and historical data. Wonderware System
Platform also enhances batch management, real-time
production monitoring, and access to MES data.
Wonderware System Platform includes the following
information and data management services:
• Content management tools.
• Streaming real-time data.
• A high-performance process historian and production
database.
Information Delivery and Visualization

Services
You can build applications that rely on Wonderware
System Platform’s delivery and visualization services to
show manufacturing and business information.
Wonderware System Platform provides the tools to create
solutions based on open standards that integrate easily
with legacy and new plant systems.
You can use Wonderware System Platform’s information
delivery and visualization services to create applications
that support:
• Multiple client interfaces, including thick, Remote
Desktop Services (known as Terminal Services Edition
(TSE) in Windows Server 2008 and previous versions),
or a Web client.
• Complex graphical user interfaces developed with
standard industry tools.
• Application security to protect data and plant
operations.
• Alarm troubleshooting tools.
• Information analysis and reporting tools.
• Multiple-language client support.
• Open access to historical data using SQL queries.
• Secure delivery to web browsers running on mobile
devices.
Application Development Services

You can use System Platform and its underlying ArchestrA
technology to build modular industrial software solutions
based on open standards. A modular development method
gives you the flexibility to build applications from common
components that can be reused with minimal rework.
Wonderware System Platform Services 5
You can use Wonderware System Platform’s application

development services to create applications that include:
• ArchestrA components created from standard
templates.
• Component-based ArchestrA symbols.
• Situational Awareness Library symbols with Wizard
Options that enable you to select multiple visual and
functional configurations for each symbol.
• A large set of functions for a wide variety of scripts.
• Different development views that show how the
application models the actual plant environment, its
distribution across a network, and the relationship
between application components.
System Management and Extensibility

Services
The flexibility of Wonderware System Platform services
gives you the ability to deploy, manage, and extend
applications on a range of host computing architectures
and network topologies.
You can use the following system management and
extensibility services to manage your applications:
• An online database that centrally stores configuration
data.
• Flexible architecture to deploy applications on different
system topologies.
• Remote application installation and administration.
• Dynamic redistribution of server loading.
• Centralized computer diagnostics and network
management tools.
Wonderware System Platform

Functional Components
The following figure shows a functional representation of
Wonderware System Platform, which incorporates the
ArchestrA framework.
Wonderware Clients
InTouch for Wonderware

Reporting Client
System Platform Historian Client
Wonderware System Platform Servers
Wonderware Wonderware
Development
Application Wonderware Information
Studio
Server Historian Server
Galaxy
Repository
Device Integration and Other
Connectors
HMIs, Historian, Software

Field Devices
Lab Systems, Applications
PLCs RTUs, DCS
CMMs MES, Databases
The ArchestrA Framework consists of server-side

configuration- and deployment-related components. In
Wonderware System Platform, these components include a
centralized object repository called Galaxy Repository, an
integrated development environment, a data repository,
and a Web server for Internet visualization and content
management.
Wonderware System Platform Functional Components 7
Wonderware Development Studio

Wonderware Development Studio is your development
environment to build applications. The Development
Studio consists of the ArchestrA IDE and InTouch HMI.
Both products include graphic tools, an extensive set of
industrial symbols, and functions that can be included in
application scripts.
Wonderware Historian
Wonderware Historian is a time-series data optimized
plant data historian. It stores plant data from Wonderware
I/O Servers, DAServers, and industrial HMI applications.
The Historian also contains event, summary, configuration,
and system monitoring information. The Historian is
tightly coupled to a Microsoft SQL Server database.
Wonderware Information Server

Wonderware Information Server is a Web content server to
factory information. Wonderware Information Server
shows plant floor information from HMI applications, I/O
Servers, and Wonderware Historian. Wonderware
Information Server delivers interactive HTML pages by
converting existing InTouch graphic windows and
associated animation so that they can be dynamically
rendered and shown on a client computer.
Device Integration Tools

The Wonderware System Platform can connect to a diverse
set of data sources to integrate all plant and industrial
data. The ArchestrA Integrated Development Environment
(IDE) offers I/O auto-assignment and I/O mapping features
to streamline device integration and data access.
Data sources include OPC Servers, databases, and any
application that exposes data from an API such as XML,
SQL, HTTP, or .NET. In addition, Wonderware provides a
library of device integration tools that provide data from
the factory floor.
• An I/O Server acts as a communication protocol server

providing data from PLCs and other factory devices to
HMI applications. An I/O Server can be used with any
Microsoft Windows program or supervisory application
capable of acting as a DDE, FastDDE, OPC, or
SuiteLink™ client.
• A DAServer acts as a communication protocol server
providing data from a specific vendor’s PLCs and other
factory devices. Wonderware offers an extensive family
of DAServers for a wide variety of PLC manufacturers.
• A Device Integration (DI) object encapsulates the
functionality of a DAServer in the ArchestrA
environment. DIObjects are models of the network and
devices associated with a specific HMI application. The
hierarchy of the actual devices is the same as the
hierarchy of the DIObjects.
Wonderware Clients
Wonderware clients include run-time client computers
running ArchestrA components, which include Application,
Device Integration, and System objects that expose
framework related functionality. These components are
centrally deployed and administered from Wonderware
System Platform’s server-side SMC, IDE, and Object
Viewer.
• InTouch for System Platform is the visualization client
that shows Human Machine Interface (HMI)
applications developed with InTouch.
• Wonderware Historian Client shows trending and
analysis data obtained from running applications.
• The Reporting Client shows Web-based trends and
reports obtained from Wonderware Information Server.
Getting Started 9
Getting Started
This booklet gets you started with Wonderware System
Platform. It explains the basic procedures to install and
initially configure the Wonderware products that make up
System Platform. This booklet also includes
recommendations and best practices to set up Wonderware
products.
The following figure shows a common configuration for
System Platform consisting of four separate servers and
three client nodes. This booklet explains how to set up a
basic installation of Wonderware products on these servers
and create a System Platform environment.
For other installation and configuration options, see the
Wonderware Application Server User’s Guide and the
Wonderware System Platform Installation Guide.
Wonderware System Platform Client Run-Time Environment

Client Client Client
Computer Computer Computer
InTouch for
Historian Web
System
Platform Client Applications
Platform
Development
Studio
Application Historian Web Server
ArchestrA Server Server
IDE Wonderware Wonderware
Wonderware
Application Information
Historian
InTouch Server Server
WindowMaker
Platform Platform
Platform
Galaxy Historian and Configuration

Configuration and Reporting
Repository
Node
SQL Server Database SQL Server Database SQL Server Database
Wonderware System Platform Wonderware System Platform Server Run-Time Environment

Development Environment
After you set up these servers in a basic configuration, you

can begin creating an application from Automation objects.
If you want a quick summary of the key procedures to set
up an application, see Creating an Application on page 39.
The last section of this booklet includes a table of
Wonderware System Platform references for more
information. After you install and initially configure your
Wonderware System Platform environment, refer to the
table to get the information you need to begin building your
applications.
Installing Wonderware
System Platform 2014 R2
with InTouch 2014 R2
Use the Wonderware System Platform installation to install
the entire suite of Wonderware HMI and Supervisory
software products, or only the components you require. The
simplified installation process makes installation easier
than ever. It walks you through a series of dialog boxes that
enables you to:
• Select the features you want
• Verify or modify your selections
• Install prerequisite software
• Install the Wonderware System Platform components
you have selected.
Following the installation, you will be able to configure your
specific components.
What You Need to Install Wonderware

System Platform 2014 R2 Software
You must have the following materials ready to install
Wonderware System Platform 2014 R2:
• Wonderware System Platform 2014 R2 with InTouch
2014 R2 installation DVD.
• One or more Computers that meet the hardware and
software requirements listed in the Wonderware System
Platform 2014 R2 Readme.
12 Installing Wonderware System Platform 2014 R2 with InTouch 2014 R2
Prerequisites
The Wonderware System Platform installation program
analyzes the software installed on your computer and lists
any prerequisite software that is not currently installed.
Note At the start of the installation, the prerequisites check

is system-specific rather than product-specific.
The Wonderware System Platform installation program

will install both system-specific and product-specific
prerequisites. You do not have to exit from the Wonderware
System Platform installation procedure to install any other
prerequisite software.
The following prerequisite software will be installed and
enabled on your computer before you install the
Wonderware System Platform:
• Windows Installer 4.5
• Microsoft .NET® Framework 4.5.1
• SQL Server 2012 SP1 Express will be installed if no
version of SQL Server is already installed, or you select
to install only the following product options:
• InTouch Development and Runtime
• Application Server Galaxy Repository
SQL Server 2012 Express supports small systems, but
may not be suitable for medium or larger systems. You
should install a supported version of SQL Server before
you begin the Wonderware System Platform
installation program. See the Wonderware System
Platform 2014 R2 Readme for supported software and
prerequisites information.
What You Need to Install Wonderware System Platform 2014 R2 Software 13
Using the Wonderware System Platform

Installation Process
Before you start installing the Development Studio and
other Wonderware HMI and Supervisory component
software products, you should have a clear idea whether
you want to develop, deploy, and publish your own
applications, or require only a run-time environment, to
run applications already created and deployed.
The following procedure is a condensed version of the
complete installation process, and provides a general guide
through the installation. For more information about the
Wonderware System Platform installation process, see the
To install the Development Studio and other
Wonderware System Platform components
1 Insert the Wonderware System Platform DVD into the
computer’s DVD drive.
The installation automatically starts. If your system
security does not permit autorun, you can start the
installation by clicking setup.exe on the DVD from
Windows Explorer.
2 Follow the steps in the Wonderware System Platform
procedure to commence the installation and to install
system prerequisites, as necessary.
3 The Wonderware System Platform installation will ask
you to select an installation type: either product-based
or by computer roles.
Tip If you are familiar with Wonderware products and their

associated components, choose a product-based installation. If
you are uncertain about the specific products or components you
need, but you know the intended purpose of your computer,
choose a role-based installation.
4 Choose the components you want to install.

The following screen shot shows the product-based
installation options.
What You Need to Install Wonderware System Platform 2014 R2 Software 15
The following screen shot shows installation options

based on the intended role of the computer.
5 When the installation asks you to verify your selection,

you will have the opportunity to customize your
installation.
If you select an InTouch component, you will be asked to
select a language. English is selected by default, but you
can choose another supported language.
6 Follow the subsequent installation steps to:
a Accept the End User License Agreement.
b Create a new ArchestrA user account, or specify an
existing account.
c Install any remaining prerequisites. The installation
lists the missing prerequisites and installs them for
you.
7 If you have chosen to install Historian or Wonderware

Information Server components, configure them using
the Configurator utility.
8 The installation proceeds to completion. You must
restart your computer when the installation is
complete.
Installing Your Wonderware Product

License
Wonderware enforces the use of its products with a
software license. A license contains your customer
information, product data, and software features. Until you
apply your Wonderware license, you can only run InTouch
HMI in demonstration mode.
There are two types of licenses: unserved and served.
• An unserved license is installed as a file typically
named ArchestrA.lic on the same computer as the
Wonderware application.
• Served licenses are only installed on computers with an
installed ArchestrA license server. License servers can
reside on local or remote computers. Served license files
are typically named ArchestrAserver.lic.
You use the Invensys License Manager, which can be
installed on any computer, to install a license file
containing your Wonderware product license. The Invensys
License Manager is included as a common component when
you install Wonderware System Platform.
This procedure explains how to apply an unserved license
by installing the ArchestrA.lic file with Invensys License
Manager on a single computer. For information about
installing a served license in a multi-node environment, see
the help for the Invensys License Manager.
Installing Your Wonderware Product License 17
To install your Wonderware product license

1 Start Invensys License Manager by doing the following:
a Place the installation DVD in the DVD-ROM drive of
the computer where InTouch HMI is installed.
b Click Start from the Windows desktop to show the
Start menu with a list of installed applications.
c Click Invensys License Manager.
If the Invensys License Manager does not appear on
the Start Menu, click All Programs and select it
from the Invensys | License Manager folder.
2 Click the Configuration tab and select Single Node.

3 Click This Machine in the Wizards area to show the
wizard to import and install a license.
4 Click Import & Install license(s). The wizard window

updates to show a field to browse to the location where
the license file is located.
5 Browse the installation DVD, select the ArchestrA.lic
file, and click Next.
The ArchestrA License Manager copies the
ARCHESTRA.LIC file to the C:\Program Files
(x86)\Common Files\ArchestrA\License folder on the
selected computer.
Now you can start creating applications. The next section
explains how to start the ArchestrA IDE and create a
Galaxy.
Setting Up the
Development Studio
The InTouch HMI and the ArchestrA IDE are typically
installed on the same computer designated as the
Development Studio. You work from the Development
Studio to build ArchestrA application objects and InTouch
visual applications.
The following figure shows the interaction between the
ArchestrA IDE and traditional InTouch components. The
figure also shows how InTouch stand-alone, managed, and
Modern applications can be created from the Development
Studio.
Windows Desktop or Start Menu
Start Start
ArchestrA IDE
Application Manager
InTouchViewApp
Derived Template
Create Manage Start
Start Create Manage
Stand-Alone
Build InTouch Run
Applications
Modern
Build Run
Applications
WindowMaker Start WindowViewer
Managed Run
Build InTouch Create
Applications Manage/Deploy
Start
The Development Studio fully integrates the InTouch HMI

with ArchestrA and Situational Awareness Library symbols
to build the visual components of your applications.
20 Setting Up the Development Studio
This getting started guide emphasizes developing

applications with automation objects, which only requires
the ArchestrA IDE. Refer to the InTouch HMI Getting
Started Guide for the basics of creating visualization
applications with the InTouch HMI.
Using the ArchestrA IDE

The ArchestrA IDE is the Integrated Development
Environment provided with the Wonderware Application
Server. You use the ArchestrA IDE to build your
applications.
Starting the ArchestrA IDE

You can start the ArchestrA IDE from the Windows Start
menu or the Apps window based on the version of Windows
installed on the Development Studio.
You can start the ArchestrA IDE from the traditional
Windows Start menu if your Development Studio is
installed on a computer running Windows 7 or Windows
Server 2008.
To start the ArchestrA IDE from the Start menu
1 Click the Windows Start button.
2 Click the ArchestrA IDE icon from the list. The
Connect to Galaxy dialog box appears.
You can start the ArchestrA IDE from the Windows Apps
screen if your Development Studio is installed on a
computer running Windows 8 or Windows Server 2012.
To start the ArchestrA IDE from the Apps window
1 Show the Start menu.
2 Click the Apps icon to show the Apps window.
3 Sort the list of applications by name.
4 Click the ArchestrA IDE icon from the list of
Wonderware applications. The Connect to Galaxy
dialog box appears.
Using the ArchestrA IDE 21
Creating a Galaxy
The first time you start the ArchestrA IDE you need to
create a Galaxy. After that, you can select the Galaxy in
which you are developing applications each time you start
the ArchestrA IDE.
To create a Galaxy
1 Start the ArchestrA IDE. The Connect to Galaxy
dialog box appears.
2 Click New Galaxy. The New Galaxy dialog box

appears.
3 Complete the fields of the New Galaxy dialog box by

doing the following:
• The Wonderware System Platform configuration
described in this booklet places the Galaxy
Repository on the computer that serves as the
Development Studio. If you want, type another node
name of the computer that hosts your Galaxy
Repository (GR).
• Type the name of the Galaxy that you are creating.
22 Setting Up the Development Studio
•Select Base_Application_Server.cab as the type of

Galaxy from the drop-down list of the Galaxy Type
box.
4 Click Create. The New Galaxy dialog box shows the
progress of creating a new Galaxy.
5 Click Close after the new Galaxy is created.
6 Click Connect to connect to the Galaxy you created.
The ArchestrA IDE appears.
The Template Toolbox shows the name of the Galaxy you

created.
Note The next several sections of this booklet explain how

to set up the other servers that make up Wonderware
System Platform. After you have set up these servers,
Creating an Application on page 39 explains how to use the
ArchestrA IDE to create an application.
Setting Up the
Wonderware System
Platform
Historian Server
The Wonderware Historian is the Wonderware System
Platform’s high-speed data acquisition and storage system.
It stores historical and real-time data. Summary and
configuration data are stored in the embedded SQL Server
database. Time-series historical data is stored in optimized
file structures on disk called history blocks. You can also
choose to store event history in the history blocks instead of
the embedded SQL Server.
The following figure shows a high-level functional view of
the Historian’s data storage design.
System Platform Client Applications
InTouch for Wonderware

Wonderware
System Information
Historian Client
Platform Server
SQL Queries
Historian OLE DB Provider
Wonderware Historian SQL Server Database

History Blocks on Retrieval
Disk System
Live Summary Data

Data Storage
Configuration Data
System
Data
Acquisition
System
Wonderware
Application
Server
Third-Party
DA Servers I/O Servers
HMIs
24 Setting Up the Wonderware System Platform Historian Server
Setting Up the Historian Server

The following list shows the key steps to build the
Wonderware System Platform Historian server. For more
information on requirements, see the Wonderware System
Platform 2014 R2 Readme.
Complete these steps in the following order:
1 Verify hardware and software requirements to install
the Wonderware Historian prior to starting the
Wonderware System Platform installation.
2 Install the supported version of Microsoft® SQL Server.
3 Run the Wonderware System Platform installation
program.
4 Configure the Historian using the installation program
Configurator.
5 The Wonderware Historian requires a valid license to
run. Use the Invensys License Manager to manage
licenses and associated feature lines.
Planning Considerations 25
Planning Considerations
You should carefully consider how you expect to save your
plant data before installing the Historian server. This plan
should include the type of network architecture for the
historian system, considerations for how much disk space is
required for data storage, and the amount of space required
for the historian database files and log files.
Historian Server Hardware and Software

Requirements
Follow these recommendations to prepare the computer
designated as the Wonderware Historian:
• The minimum hardware and software requirements for
the Wonderware Historian are based on the anticipated
application tag count and data throughput. Refer to the
Wonderware Historian Readme file for the
requirements for the different levels of Historian
servers.
• Do not use the Historian computer as a domain
controller. It is highly recommended that you run the
Historian on a dedicated computer. For example,
running the Historian on a mail server or an Internet
server may impact performance.
• The required disk storage capacity is a function of the
anticipated source data throughput and the length of
time you want to retain data before archiving it. For
more information on calculating disk space
requirements, see the Wonderware System Platform
Installation Guide.
26 Setting Up the Wonderware System Platform Historian Server
Microsoft SQL Server Database

Requirements
The Wonderware System Platform installation will check
for Microsoft SQL Server as a prerequisite and prompt you
to install the necessary SQL Server software if not already
installed.
When configuring the Historian and its SQL Server
database, the following considerations apply:
• Install the SQL Server database on the Historian
server. Remote instances of a SQL Server database are
not supported.
• The database used by the Historian must be the
primary instance.
• Install only a single instance of Microsoft SQL Server
database on the Historian server.
• The Microsoft SQL Server Default instance must be
selected. Named instances of a SQL Server database are
not supported by the Historian nor Wonderware
Application Server.
• Configure SQL Server to use any case-insensitive
dictionary sort order.
• Configure SQL Server to use TCP/IP as its network
protocol.
Setting Up the
Wonderware System
Platform
Web Server
Wonderware Information Server is the Wonderware System
Platform Web Content Server for factory information.
Wonderware Information Server shows plant floor
information obtained from HMI applications, alarm
databases, I/O Servers, and the Wonderware Historian.
The following figure summarizes the typical data sources
for information presented by Wonderware Information
Server.
Wonderware Wonderware Alarm Domain
Application Server Historian Database Controller
Remote Data Provider Wonderware Information Server
Site LAN
Internet
Remote Users Local Users
Users access information from Wonderware Information

Server using Internet Explorer without requiring additional
hardware or software.
28 Setting Up the Wonderware System Platform Web Server
Wonderware Information Server works with several

technologies including Wonderware Historian, Microsoft
SQL Server, Internet Information Services (IIS), .NET
Framework, and Internet Explorer.
Installation Options
You can use Wonderware Information Server to view
reports from a variety of data sources, including reports,
documents, alarms, and historical and real-time
information. You can also view and interact with InTouch
application windows that have been converted for use on
the web. These windows, called process graphics, show all
graphics and animation with real-time links to the factory
floor, just as they do in InTouch WindowViewer, but they
do not require the InTouch HMI to be installed on the client
computer.
You can select from the following features during the
Wonderware Information Server install:
• Information Server. Required. Consists of core
Wonderware Information Server system, which
manages security, licensing, data sources, process
graphics, factory alarms, customizing the portal, access
panels, and Table Weaver contents.
• ActiveFactory Reporting. Generates reports from
published Historian Client (previously known as
ActiveFactory™) workbooks and trends.
• ArchestrA Reporting. Provides infrastructure and
tools that extend SQL Server Reporting Services to
better support report development and deployment.
• Sample Content. Includes sample configurations and
reports to show the Wonderware Information Server’s
capabilities and accelerate application development.
The sample content includes a process graphics demo, a
SmartSymbol display, content unit samples, and
ArchestrA report samples. You must configure valid
alarm and Wonderware Historian data sources to use
the sample content.
Installation Options 29
Hardware and Software Requirements

The installation program checks for the following basic
system prerequisites:
• A required operating system.
• IIS is installed. For more information, including which
roles and features are required for each supported
operating system, see the Wonderware System Platform
Installation Guide.
All other product prerequisites are part of configuration
and are not checked during the Wonderware Information
Server install. For example, the installation does not check
for:
• Microsoft Excel, if you select the ActiveFactory
Reporting Website feature during installation.
• SQL Server Reporting Services, if you select the
ArchestrA Reporting feature during installation.
For detailed information on hardware and software
requirements for Wonderware Information Server,
including required software versions, see the Wonderware
System Platform Readme.
Configuration Overview
This getting started guide describes how to set up a basic
installation of Wonderware Information Server that uses
the minimum software requirements and includes these
features:
• Core Wonderware Information Server
• ActiveFactory reporting
• Sample reports
To set up a basic installation, complete these steps in the
following order:
1 Start with a clean Windows Server computer connected
to the network.
2 Perform a default installation of Internet Information

Services (IIS) and ASP.NET. The post-installation
Configurator utility automatically configures IIS and
ASP.NET for you. For more information, see the
3 Install Microsoft SQL Server.
4 Install Microsoft Excel.
5 Install the Wonderware Information Server product
files as part of the Wonderware System Platform
installation program.
6 Configure the Wonderware Information Server
installation. For instructions, see Configure the
Wonderware Information Server Installation on page
31.
7 Install the License Server and product licenses.
It is assumed that you have a Historian Client installation
on your network that will serve as the source for reports.
You can install Historian Client as part of the Wonderware
System Platform installation process.
This Getting Started Guide does not describe all of the
installation scenarios available to you or provide detailed
information on installation topics.
See the Wonderware System Platform Installation Guide
located in the root folder of the Wonderware System
Platform 2014 R2 with InTouch 2014 R2 product DVD for
more information, such as:
• Using newer versions of Microsoft Windows Server and
Microsoft SQL Server.
• Using non-standard firewall settings.
• Configuring a Wonderware Historian data source to use
Windows authentication (vs. SQL Server
authentication).
• Configuring access to Wonderware Historian data over
HTTP.
• Installing and configuring ArchestrA Reporting.
• Upgrading from a previous version of Wonderware

Information Server.
Configure the Wonderware Information

Server Installation
You use the Configurator utility to set up Wonderware
Information Server, such as creating the databases and
configuring the prerequisite software. The Configurator
provides detailed feedback on the status of the
configuration process.
You can run the Configurator as part of the Wonderware
System Platform installation process. You also can run the
Configurator as needed after the installation.
To configure the Wonderware Information Server
1 Open the Configurator if it is not already open.
For Windows 7 and Windows Server 2008
a Click the Start menu on the Windows Task bar, point
to Programs, Wonderware, and then to Common.
b Click Configurator. The Configurator main window
appears.
For Windows 8 and Windows Server 2012
a Show the Start menu.
b Click the Apps icon to show the Apps window.
c Sort the list of applications by name.
d Click the Configurator icon from the list of
Wonderware applications. The Configurator dialog
box appears.
2 In the left pane, expand Wonderware Information

Server. A list of Wonderware Information Server
features appears. The icon to the left of the feature
name shows the feature’s configuration status.
When you click a feature name, configuration options

appear in the right pane.
Configuration and error messages appear in the window
in the bottom right of the dialog box. For more
information about a message, including possible actions
you need to take, simply double-click the message text
in the window.
3 Configure Information Server. For more information,
see Configure the Core Wonderware Information Server
on page 33.
4 Configure ActiveFactory Reporting. For more
information, see Configure ActiveFactory Reporting on
page 35.
5 Configure Sample Content. For more information, see
Configuring Sample Content (Optional) on page 38.
6 When you are done, click Close.
Configure the Core Wonderware

Information Server
The Configurator checks for and sets up the necessary
prerequisites before configuring the core Wonderware
Information Server. For more information, see the
To configure the core Wonderware Information Server
1 In the left pane, click Information Server. The
configuration options appear in the right
pane.
2 In the Virtual Folder Name box, type the virtual folder

name. The virtual folder name is the address you enter
in Internet Explorer to access Wonderware Information
Server. The virtual folder name is not case-sensitive,
can be any characters other than /,*,?, and \. The
maximum length is 240 characters. For example, if you
specified MyInfoServer, run-time users would type
http://<computername>/MyInfoServer to access
Wonderware Information Server.
3 In the Database Configuration area, specify the SQL

Server host on which you want to create the
Wonderware Information Server database that is used
to store administration and configuration information.
Do the following:
a In the Server box, type the name of the SQL Server
host. If you are using a non-default instance of SQL
Express, specify the name in the following format:
<SQLServerName>\<InstanceName>
b Select the authentication mode you want to use.
Click Windows to log on to SQL Server using your
current Windows login account, or click SQL and type
your SQL Server user name and password. The
account you specify must be an administrative SQL
Server account.
Note This account information is only used by the
installation to create the administration database. It is
not stored on the computer in any way or used by the
Wonderware Information Server at any later time.
4 In the Application Account area, type the user account

information used by portal components to log on and
run as Windows services. The account you specify must
have sufficient rights on the domain to retrieve a list of
domain users. Otherwise, domain users do not appear
in the User Manager page of Wonderware Information
Server.
5 In the License Status area, verify the licensing status.
If no valid license is found, click License Manager to
install the license.
6 Click Configure. A green check appears in the left pane
when Wonderware Information Server is successfully
configured.
Configure ActiveFactory Reporting

The Configurator checks for and sets up the necessary
prerequisites before configuring ActiveFactory Reporting.
For more information, see the Wonderware System
Platform Installation Guide.
Note Be sure that Microsoft Excel is not running while

you configure ActiveFactory Reporting.
Note ActiveFactory Reporting does not support a data

source that uses Windows authentication.
To configure ActiveFactory Reporting

1 Open the Configurator utility.
2 In the left pane, click ActiveFactory Reporting. The
configuration options appear in the right
pane.
The prerequisites are checked.

3 In the Virtual Folder Name box, type the report web
site name.
4 In the Historian Data Source area, specify the name of
the Wonderware Historian to use as the source of report
data. You can either select an existing data source from
the list or click Define New Historian Data Source to

define a new one. For more information, see Defining a
New Historian Data Source on page 36.
5 In the Historian Configuration area, provide an
administrative SQL Server account that the
Configurator will use to log on to the Wonderware
Historian and configure the database to support
ActiveFactory Reporting. This account is not saved and
is not used post configuration.
6 Click Configure. A green check appears in the left pane
when ActiveFactory Reporting is successfully
configured.
If the Microsoft Excel Application component is not
configured correctly, an error appears in the Configurator.
For more information, see the Wonderware System
Platform Installation Guide.
Defining a New Historian Data Source

You can define a new Wonderware Historian data source
using the Configurator. The instructions provided in this
section describe how to add a simple data source.
To define a new Historian data source
1 In the configuration pane, click Define New Historian
Data Source.
2 The New Historian DataSource Form page

appears.
3 Specify the Historian data source. Do the following:

a In the Data Source Name box, type name of the
Wonderware Historian as you would like it to appear
for Wonderware Information Server users.
b In the Database Server Name box, type the name of
the Wonderware Historian.
c In the Database Name box, type Runtime.
4 Provide a valid SQL Server user name and password in
the Historian User Name and Historian User
Password boxes.
5 Accept the default values for the remaining options.
6 Click OK.
Configuring Sample Content (Optional)

At your option, you can add and configure the sample
content during installation.
The Configurator will add and configure the following
sample content:
• FactorySuiteSample database
• Data Sources
• Process Graphics
For the Process Graphics sample to update the live data,
you must run InTouch WindowViewer™ on the
Wonderware Information Server computer.
For the Trend Content Units to work, the ActiveFactory
Reporting feature must be installed and configured.
Creating an Application
This section describes the major steps to create an
application with the ArchestrA IDE located on the
Wonderware System Platform Development Studio. You
can create object applications with the ArchestrA IDE or
visualization applications with the InTouch HMI.
For more information and a complete description of how to
create an application, see the Wonderware Application
Server User's Guide located on your software DVD. If you
want to learn more about creating visualization
applications, see the InTouch HMI Getting Started Guide
included in the Wonderware System Platform 2014 R2
distribution case.
Here are the major tasks to create a basic ArchestrA
application as a plant model that represents your actual
production processes.
• Build your plant model by adding ArchestrA system and
application objects to your Model view.
• Create the deployment model of your system and
application objects.
• Configure your system and application objects to save
historical data to the Wonderware Historian.
• Deploy the Galaxy containing your application’s objects.
The remainder of this section explains how to complete
these tasks to create an ArchestrA application with
automation objects using a simple example of a tank farm.
40 Creating an Application
Creating a Plant Model

You can create a working model of your plant
manufacturing environment with the Wonderware System
Platform Development Studio. A plant model consists of
software objects that represent aspects of your actual plant.
You configure these objects to your own specifications and
create templates from them that you can propagate from
one area to another. After you create your plant model,
applications can be easily extended or replicated based on
the model templates you created.
Here are the basic steps to create a plant model:
• Create a template toolset to store your derived
templates.
• Derive a template from the $Area object.
• Check out your derived Area template and make
standard editing changes that you want to appear in all
derived instances of the template.
• Derive instances from your derived Area template.
• Arrange the area instances to model your plant layout.
The following figure shows a simple example of a tank farm
consisting of two tank rooms with a tank in each room. The
volume of each tank is measured. Each tank room includes
a pump room with a pump whose pressure is measured.
Tank Farm
Tank Room 1 Tank Room 2
Volume Volume
Pump Room 1 Pump Room 2
Pressure Pressure
A plant model of the tank farm appears at the right, which

consists of Area objects that represent the different areas of
the tank farm. User Defined objects represent the tanks
and pumps whose volume and pressure can be measured
and controlled by your application.
Creating a Plant Model 41
To create a template toolset

1 Open the ArchestrA IDE on your Development Studio
server.
2 Click Template Toolbox tab.
3 Right-click on the Galaxy name at the top of the list and
select New Template Toolset from the shortcut menu.
The toolset appears as another folder in the list of the
Template Toolbox folders.
4 Assign a name to your template toolset.
In this example application, the template toolset is
named TankFarmTemplates.
To derive an $Area object template

1 Expand the System folder to show the set of system
templates.
2 Derive a template by right-clicking the $Area system
template and select New, and then Derived Template.
A new derived Area template appears in the System
folder with _001 appended to the $Area template name.
3 Right-click on your derived Area template, select
Rename, and then type a new name for it.
4 With your left mouse key pressed, drag and drop the
new derived Area template into your personal template
toolset.
5 Right-click on the derived template and select Check
Out. A red check mark appears next to the derived
template to indicate that it is checked out.
6 Right-click on the derived template and select Open.
7 Edit the derived template and specify any standard
template information that you want to appear in all
derived instances.
8 Save your changes and right-click on the tab at the

bottom of the pane to close the window.
9 Right-click on the derived template and click Check In.
The Check In dialog box appears to enter a comment
about your editing changes to the Area instance.
The red check mark disappears next to the derived

template to indicate that it is checked in.
To derive instances from a derived Area template
1 Click the Model tab to show the Model view.
2 Right-click on the derived Area template and select
New, and then Instance.
The new Area instance appears in the Unassigned
Area folder beneath your Galaxy in the Model view.
Note You can also drag and drop your template into the
Model view to create an instance from your template.
3 Assign a new name to the derived Area instance you

created.
4 Repeat steps 2-3 to create other instances of your Area
template needed to represent all areas of your plant
model.
5 From the Model view, drag those instances you want to

be sub-areas by dropping them on the area instances
that will contain them.
Creating Application Objects

Application objects represent actual objects in your
production environment. There are different types of
Application objects based on the types of data associated
with their attributes. Also, you assign application objects to
specific areas within your model that represents your
actual production process.
Follow the same general procedural steps you used to
create your areas within your plant model.
To create an application object
1 Derive a template from a base application template.
In this simple Tank Farm application, derive a template
from the $UserDefined template located in the
Application folder.
2 Rename your derived object template and place it in
your template toolset.
3 Keeping your left mouse key pressed, drag and drop the
application template anywhere within the Model view
to create an instance.
The derived instance appears in the Unassigned Area
of the Model view.
4 Rename the object instance.

5 Right-click the object instance and select Check Out.
6 Right-click the object instance and select Open.
The Object Editor appears with tabs to add attributes,
scripts, and graphics to the derived instance.
7 Select the Attributes tab and complete the fields to

create an attribute that can be measured or used to
control the actual piece of equipment represented by the
object in your application.
8 Save your changes and right-click on the tab at the
bottom of the pane to close the window.
9 Right-click on the application object instance and click
Check In.
10 Drag the object instance from the Unassigned Area
and drop it in the area instance that will contain the
object in your plant model.
11 Repeat this procedure for each application object
instance that you want to be part of your application.
Creating System Objects

System objects represent parts of a Galaxy and not the
specific domain they are monitoring or controlling. In this
example application, you need to create instances of
WinPlatform and AppEngine objects.
A WinPlatform object hosts the objects you are modeling. A
WinPlatform object monitors and calculates hardware and
software performance statistics of the computer on which a
WinPlatform is deployed. Alarms can be set to identify
abnormal operating conditions on the host computer. A
WinPlatform object also starts and stops the engines hosted
by the WinPlatform.
An AppEngine object is hosted by a WinPlatform object. An
AppEngine object hosts application objects, areas, and
device integration objects. An AppEngine initializes objects
on an engine when they are deployed and removes them
when they are undeployed.
To create a $WinPlatform object
1 In the Template Toolbox, derive a template by
right-clicking on the $WinPlatform system object and
select New, and then Derived Template.
2 Move your derived template to your template toolset
that you created earlier.
3 Right-click on your derived WinPlatform template,
select Rename, and then type a new name for it.
4 Derive a new instance from the derived WinPlatform
object.
The new instance appears in the Unassigned Area of
the Model view.
5 Rename the WinPlatform instance in the Model view.
6 Right-click the WinPlatform instance and select Check
Out.
7 Right-click the WinPlatform instance and select Open.
The WinPlatform appears with tabs to add attributes,
8 Click the General tab.

9 Edit the WinPlatform instance and assign the network
address of the computer on which the WinPlatform is
installed.
10 Save your changes, close the WinPlatform instance, and

check it in.
To create an $AppEngine object
1 In the Template Toolbox, derive a template by
right-clicking the $AppEngine system object and select
New, and then Derived Template.
A new derived AppEngine object appears in the
Template Toolbox.
2 Edit the derived template and specify any standard
template information.
3 Right-click on your derived AppEngine template, select
Rename, and then type a new name for it.
4 Derive a new instance from the derived AppEngine
object.
The new instance appears in the Unassigned Area of
the Model view.
5 Edit the AppEngine instance with any instance-specific
information, such as the name of the Wonderware
Historian node.
Saving Historical Data from Application

Objects
Your Galaxy can be configured to store history data to one
or more Wonderware System Platform Historians that are
part of the same network. Each application engine in the
Galaxy is configured with the node name of the Historian
server stored as an attribute of the application engine.
Wonderware Historian requires a Historian tag to be
configured in its database for each attribute whose values
will saved as historical data by an Automation object.
There is a one-to-one relationship between an object’s
attribute and a tag in Wonderware Historian.
Here is a summary of the main steps to save historical data
from ArchestrA automation objects:
• Configure a WinPlatform object to use a Historian
store-and-forward folder that saves historical data
locally on the host computer when the connection to the
Historian is lost.
• Configure an AppEngine object to save data to the
Historian.
• Configure an automation object to save attribute values
to the Historian.
The following procedures explain how to complete these
steps. For information on advanced settings, see the
Application Server User’s Guide.
To configure a WinPlatform Object Store & Forward
folder
1 Double-click on the instance of a WinPlatform object to
open the configuration editor.
3 In the History Store forward directory box, type the
folder path and name of the store-and-forward folder.
4 Click Save and then Close.

5 Check in the WinPlatform object.
To configure an AppEngine object to save historical

data
1 Double-click on the AppEngine instance to open the
configuration editor.
3 Select the Enable storage to historian check box.
4 In the Historian box, type the node name of the
Historian server.

6 Check in the AppEngine instance.
To configure an automation object to save historical
data
1 Double-click on an automation object instance whose
attribute values you want to save to the Historian.
2 Click the Attributes tab.
3 Click the Add Attribute icon to create an attribute for
the object instance.
4 Set the attribute properties.
5 Click History.
6 Set values to the historical attributes of your
automation object.

8 Check in the automation object.
Deploying your Galaxy

Deploying your Galaxy copies the objects you created from
the ArchestrA IDE to your Wonderware System Platform
run-time environment.
You deploy object instances to place an application into
production, to process your plant data, or update an
existing application.
Here are the major tasks to deploy your Galaxy:
• Create a deployment model by assigning your areas to
their respective AppEngine instances in the
Deployment view.
• Deploy your Galaxy.
To create the Deployment model
1 Select the Deployment tab to show the Deployment
view.
The Deployment view shows the areas, system objects,
and application objects you created earlier.
The Areas you created will appear under Unassigned
Host.
2 Drag the AppEngine instance to the area in which you

placed the WinPlatform instance.
3 Drag your areas to their respective AppEngine
instances. You should see a hierarchy.
4 Drag your AppEngine instance and drop it on the area
that represents your platform.
5 Select all other areas and assign them to the AppEngine

instance.
You should see a hierarchy of the AppEngine instance
beneath your platform object. All other areas should be
indented beneath the AppEngine instance.
To deploy your Galaxy

1 On the Deployment view, right-click your platform
instance, and then select Deploy. The Deploy dialog
box appears.
The Cascade Deploy check box should be selected by

default.
2 Keep the default values of the Deploy dialog box and
click OK. The dialog box shows the progress of the
deployment.
3 Click Close when the Galaxy has been deployed.
After you deploy your application, the Model and
Deployment views show your instances in their deployed
state.
Getting More
Information
The Wonderware System Platform library consists of a set
of online books and help. Each Wonderware product that is
part of Wonderware System Platform includes individual
documentation about using the product.
Wonderware System Platform documentation is offered in
two different media:
• Portable Document File (PDF), which can be viewed
with Adobe® Reader®. Each book is included on the
product installation DVD as a PDF file.
• Online help, which can be viewed while an application is
running.
The PDF books and online help include a table of contents,
an index, and a search function to find information quickly.
Wonderware product information uses a task-based
approach. This means that books and help are organized by
the typical tasks to install, configure, and use a
Wonderware product.
54 Getting More Information
Getting More Information About

Wonderware Application Server
The following table describes the Application Server
documentation library delivered as PDF files. Online help
is available from within the application.
Publication Name
(file name) Description
Wonderware Application Explains configuring and deploying

Server User’s Guide Application Server applications.
(IDE.pdf)
Creating and Managing Explains how to create and manage

ArchestrA Graphics graphical symbols using the
User’s Guide ArchestrA Symbol Editor within
(AAGraphics.pdf) the Integrated Development
Environment (IDE).
Application Server Reference for the scripting

Scripting Guide language in Application Server.
(Scripting.pdf)
Object Viewer User’s Explains how to acquire run-time

Guide data using the Object Viewer.
(ObjectViewer.pdf)
ArchestrA Alarm Control Explains how to configure the

Guide alarm control (client) to show
(aaAlarmClientControl. pdf) current and historical alarms and
events in a grid.
ArchestrA Trend Client Explains how to configure a chart

User’s Guide to trend real-time data values.
(aaTrendClient.pdf)
Platform Manager User’s Explains how to start and stop

Guide system components.
(PlatformManager.pdf)
Galaxy Database Explains how to backup and

Manager User’s Guide restore the Galaxy database.
(galaxymanagement.pdf)
Log Viewer User’s Guide Explains how to use the Log Viewer
(LogViewer.pdf) utility to determine system
diagnostics.
Getting More Information About Wonderware Application Server 55
Publication Name
Log Flag Editor Utility Explains how to turn on and off

Guide certain diagnostics logging
(LogFlagEditor.pdf) messages.
Invensys License Explains how to use the Invensys

Manager Guide License Manager to manage the
(InvensysLicenseManager license required for the running
Guide. pdf) application.
Wonderware ArchestrA Explains background information

Protocol Guide on the main protocols used between
(Protocol.pdf) components of Wonderware
products.
InTouch HMI and Explains how you can use the

ArchestrA Integration ArchestrA Integrated Development
Guide Environment (IDE) to manage
(ITAAIntegration.pdf) InTouch applications so that you
can use symbols you create in the
ArchestrA Symbol Editor. This
guide is available on the InTouch
HMI installation CD.
ArchestrA Object Toolkit Explains how to create ArchestrA

Developer's Guide Application Objects using the
(ArchestraObject Toolkit Application Object Toolkit.
Development Guide.pdf)
ArchestrA Object Tookit Describes the class reference(s) for

Reference Guide the Application Object Toolkit.
(ArchestraObject Toolkit
Reference Guide.pdf)
ArchestrA GRAccess Explains how to use the GRAccess

Toolkit API User's Guide programmable object model to
(GRAccess.pdf) configure an ArchestrA Galaxy in
.NET and COM.
MXAccess Toolkit User's Explains how to use the MXAccess

Guide programmable object model to
(MXAccess.pdf) write .NET and COM programs
that automate reading and writing
data values in the attributes of
ArchestrA objects.
Getting More Information About

InTouch HMI
The following table describes the InTouch documentation
library delivered as PDF files. Online help is available from
each application.
Publication Name
InTouch HMI Concepts Describes all of the features and

and Capabilities Guide main concepts in the InTouch HMI
(ITConcepts.pdf) without going too deep into the
technical and procedural details.
InTouch HMI Describes how to create and

Application manage InTouch applications
Management and locally and in a network
Extension Guide environment. It also covers
(ITAppManagement.pdf) application-level functionality, such
as security. This guide describes
how to run an InTouch application
in different environments, such as
with Terminal Services, on a Tablet
PC, and using multiple monitors.
InTouch HMI Modern Describes how to create, manage,

Application Guide and configure InTouch HMI
(ITModernAppGuide.pdf) Modern applications from
Application Manager and
WindowMaker.
InTouch HMI Data Describes how to work with data

Management Guide items in the InTouch HMI and
(ITDataManagement.pdf) connect your application to the
physical devices in your
plant environment.
InTouch HMI Describes how to develop the

Visualization Guide graphical operator interface of an
(ITVisualization.pdf) InTouch application. This guide
includes information on how to
create visualization windows, how
to draw and animate graphic
elements, and how to use wizards
and ActiveX controls in your
application.
Getting More Information About InTouch HMI 57
Publication Name
InTouch HMI Describes how to create reusable

SmartSymbols Guide templates for graphic symbols that
(ITSmartSymbols.pdf) can save you a lot of engineering
time and effort.
InTouch HMI and Describes how to integrate the

ArchestrA Integration InTouch HMI and ArchestrA
Guide technology to develop more robust
(ITAAIntegration.pdf) applications that use richer
graphics.
InTouch HMI Alarms Describes how to configure alarms

and Events Guide for your data items, how to view
(ITAlarmsandEvents.pdf) and acknowledge alarms, and how
to use the alarm clients and
utilities supplied with the InTouch
HMI.
InTouch HMI Scripting Describes how to write scripts in

and Logic Guide the InTouch HMI to automate
(ITScriptsandLogic.pdf) common tasks and processes. This
guide includes a reference of the
InTouch scripting language and
functions.
InTouch HMI Describes software components

Supplementary that you can optionally install and
Components Guide use with the InTouch HMI. You can
(ITSupplementary.pdf) set up connectivity to SQL
databases, do statistical process
control, trend data, and manage
recipes. The supplementary
components also include a library of
symbols, such as meters, valves,
and pumps.
InTouch HMI Tag Explains how to enable and

Viewer Guide start the Tag Viewer, navigate in
(InTouchTagViewer.pdf) the Tag Viewer interface and use it
to search for tags, view tags, modify
tag properties, and add and
manage Tag Viewer watch
windows.
Publication Name
InTouch Access Provides procedures and references

Anywhere Server for system administrators to
Administrator Manual configure and manage the InTouch
(ITAA_Server_Admin Access Anywhere server.
Manual.pdf)
InTouch Access Provides procedures and references

Anywhere Secure for system administrators to
Gateway Administrator configure and manage the InTouch
Manual Access Anywhere Secure Gateway.
(ITAA_Gateway_Admin
Manual.pdf)
InTouch Access Provides guidelines and procedures

Anywhere User Manual for end users to access their
(ITAA_UserManual.pdf) InTouch applications via the
InTouch Access Anywhere server.
Getting More Information About the Wonderware Historian 59
Getting More Information About the

Wonderware Historian
The following table describes the Wonderware Historian
documentation library delivered as PDF files. Online help
is available from within the application.
Publication Name
Wonderware Historian This guide provides an overview of

Concepts Guide the entire Wonderware Historian
(HistorianConcepts.pdf) system and describes each of the
subsystems in detail.
Wonderware Historian This guide describes how to

Administration Guide administer and maintain an
(HistorianAdmin.pdf) installed Wonderware Historian,
such as configuring data acquisition
and storage, managing security,
and monitoring the system.
Wonderware Historian This guide provides documentation

Database Reference for all of the Wonderware Historian
(HistorianDatabase.pdf) database entities, such as tables,
views, and stored procedures.
Wonderware Historian This guide provides definitions for

Glossary terms used throughout the
(HistorianGlossary.pdf) documentation set.
Getting More Information About the

The following table describes the Wonderware Information
Server documentation library delivered as PDF files.
Browser-based help is available from within the
application.
Publication Name
Wonderware This guide describes how to install

Information Server Wonderware Information Server,
Administration Guide administer and maintain an
(WISAdminGuide.pdf) installed Wonderware Information
Server, and how to access factory
information over the internet/
intranet through Wonderware
Information Server. The
installation section includes
hardware and software
requirements and migration
instructions. The administration
section includes information on
configuring data sources, managing
security, and performing
customizations, accessing factory
information over the internet/
intranet through the Wonderware
Information Server, and using the
TableWeaver and reporting
features.
Wonderware This guide describes how to use the

Information Server Wonderware Information Server
Win-XML Exporter Win-XML Exporter to convert
Guide InTouch application windows to
(WISExporter.pdf) web pages, and publish them to the
software. This guide also describes
how to best design InTouch
windows so that they can be
successfully converted.
Getting More Information About the Wonderware Information Server 61
Publication Name
ArchestrA Web Exporter This guide describes how to use the

Guide ArchestrA Web Exporter to publish
(aaWebExporter.pdf) ArchestrA Symbols and InTouch
Windows to Wonderware
Information Server. This guide also
describes how to add, delete and
modify WindowSets and
TableWeaverSets of the project and
preview them in the preview
window of the ArchestrA Web
Exporter.
Getting Technical Support

Wonderware Technical Support consists of a global team of
qualified Certified Support Providers. If you have questions
or concerns about Wonderware System Platform, contact
Wonderware Technical Support.
Telephone: U.S. and Canada

800-966-3371
7 a.m. to 5 p.m Pacific Time
Outside the U.S. and Canada

+1 949-639-8500
For local support in your language, contact a

Wonderware-certified support provider in your
area or country.
Refer to the following web address for a local
distributor or sales office in your area:
http://us.wonderware.com/aboutus/contactsales
Fax: +1 949-639-1545
E-mail: Customer First members, send an e-mail

message to our priority address:
[email protected]
Customers without a support agreement, send

an e-mail message to:
[email protected]
Web: Registered customers, submit your questions to

our Support web site.
Refer to the following web site for instructions
to register for Wonderware technical support:
http://wwdotprod02.wonderware.com/imoo/
index.aspx
Getting Product Training 63
Getting Product Training

Wonderware offers a training course for Wonderware
System Platform and individual courses for the products
that make up Wonderware System Platform. Training
courses are held at our training facilities in Lake Forest,
California, as well as at regional offices worldwide. On-site
customer training programs are also available at your site.
Telephone: U.S. and Canada

866-998-7246
Outside the U.S. and Canada

+1 949-639-8508
Mail: Wonderware/Invensys Systems

26561 Rancho Parkway South
Lake Forest, CA 92630
Attn: Training Department
E-mail: [email protected]
Web: For training in your language, contact a

Wonderware-Certified Training Provider in
your area or country. Refer to the following
web address that lists Certified Training
Providers in various countries:
http://global.wonderware.com/EN/Pages/
WonderwareContactTraining.aspx
You can view Wonderware’s current training schedule and

register for classes at:
http://global.wonderware.com/EN/Pages/
WonderwareTrainingOpportunities.aspx
You can also send an e-mail message or contact us by phone
for more information about training fees, class length,
materials, and logistics.
Invensys
26561 Rancho Parkway South
Lake Forest, CA 92630 U.S.A.
Tel 949-727-3200
Fax 949-727-3270
www.wonderware.com
Part Number 13-0213

Wonderware System Platform 2014 R2 With Intouch 2014 R2 Getting Started Guide

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Wonderware System Platform

2014 R2 with InTouch 2014 R2

Invensys Systems, Inc.

Invensys is a Schneider Electric company.

Welcome to Wonderware System Platform...............1

Installing Wonderware System Platform

Setting Up the Development Studio ........................19

Setting Up the Wonderware System Platform

Setting Up the Wonderware System Platform

Creating an Application ..........................................39

Getting More Information.......................................53

Wonderware® System Platform 2014 R2 with InTouch®

Wonderware System Platform Services

System Platform Environment

Software and Device Connectivity

Industrial Domain Services

Software and Device Connectivity Services

Information and Data Management

Information Delivery and Visualization

Application Development Services

You can use Wonderware System Platform’s application

System Management and Extensibility

Wonderware System Platform

InTouch for Wonderware

Wonderware System Platform Servers

HMIs, Historian, Software

The ArchestrA Framework consists of server-side

Wonderware Development Studio

Wonderware Information Server

Device Integration Tools

• An I/O Server acts as a communication protocol server

Wonderware System Platform Client Run-Time Environment

Galaxy Historian and Configuration

Wonderware System Platform Wonderware System Platform Server Run-Time Environment

After you set up these servers in a basic configuration, you

What You Need to Install Wonderware

Note At the start of the installation, the prerequisites check

The Wonderware System Platform installation program

Using the Wonderware System Platform

Tip If you are familiar with Wonderware products and their

4 Choose the components you want to install.

The following screen shot shows installation options

5 When the installation asks you to verify your selection,

7 If you have chosen to install Historian or Wonderware

Installing Your Wonderware Product

To install your Wonderware product license

2 Click the Configuration tab and select Single Node.

4 Click Import & Install license(s). The wizard window

WindowMaker Start WindowViewer

The Development Studio fully integrates the InTouch HMI

This getting started guide emphasizes developing

Using the ArchestrA IDE

Starting the ArchestrA IDE

2 Click New Galaxy. The New Galaxy dialog box

3 Complete the fields of the New Galaxy dialog box by

•Select Base_Application_Server.cab as the type of

The Template Toolbox shows the name of the Galaxy you

Note The next several sections of this booklet explain how

System Platform Client Applications