Controller Based Batching Using

SequenceManager™

For Classroom Use Only!

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Controller Based Batching Using SequenceManager™

Contents
Before you begin ........................................................................................................................................... 4
About this lab .................................................................................................................................................................................... 4
Tools & prerequisites ........................................................................................................................................................................ 4
Document Conventions..................................................................................................................................................................... 5
Start the software and open a project ............................................................................................................................................... 6

SequenceManager™ the Operator Perspective ........................................................................................... 9

Running a Sequence in FactoryTalk ViewSE ................................................................................................................................... 9
Active Step Change ........................................................................................................................................................................ 23
Sequence Reports .......................................................................................................................................................................... 28

SequenceManager™ the Engineer’s Perspective ...................................................................................... 33

SequenceManager™, how does it fit into the ControlLogix environment ....................................................................................... 33
Logix Designer SequenceManager™ Environment ........................................................................................................................ 35
Create a New Sequence ................................................................................................................................................................. 43
Copy and Modify an Existing Sequence ......................................................................................................................................... 57
Adding and Configuring the SequenceManager™ ActiveX Controls .............................................................................................. 73
SequenceManager™ Archiving ...................................................................................................................................................... 79
Appendix A - Sequence Tag Overview ........................................................................................................................................... 84
Appendix B - Setting the Event Client Service Controller Path ....................................................................................................... 85
Appendix C: SequenceManager™Help ......................................................................................................................................... 88

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Before you begin

The following steps should be completed before starting the lab exercise:
 VMware image running. The image is configured for auto logon. Should the auto logon fail and you receive the logon
screen, log on to the desktop with the following credentials:
Username: labuser
Password: rockwell

About this lab

This lab introduces you to Rockwell Automation’s SequenceManager™, which provides batch sequencing in the Logix family of
controllers. SequenceManager™ is a single controller batch solution targeted for skids and off network system, bringing
ANSI/ISA-88.01 batch capability closer to the process. In the lab you will use the SequenceManager™ ActiveX controls to run
sequences in FactoryTallk ViewSE, using Logix Designer you will see how Sequence Manager™ works with PhaseManager to
create and run sequences, and finally you will see how data from SequenceManager™ batches are logged to event journal (evt)
files and archived to the Batch Reporting Microsoft SQL database and displayed in the Batch Reports.
This lab takes approximately 100 minutes to complete.

Tools & prerequisites

Software programs required:
 Microsoft Windows Server 2012 Standard R2 (64 bit)
 Microsoft SQL Server 2012 R2 Express Edition
 FactoryTalk Services Platform v3.00.00 (CPR 9 SR10)
 RSLinx Classic v3.90 (CPR9 SR9)
 FactoryTalk Linx v6.00.00 (CPR9 SR10)
 FactoryTalk View Site Edition v10.00.00 (CPR9 SR10)
 Studio 5000 Logix Designer v30.01.00 (CPR9 SR9) with Phase Manager and Sequence Manager option
 Studio 5000 Logix Emulate v30.01.00 (CPR9 SR9)

Files required:
 Logix Designer:
o C:\Users\labuser\Documents\Studio 5000\Projects\PlantPAxDemo.ACD
o C:\ Users\labuser\Documents\Studio 5000\Projects\Sequenc_Manager_Premix_Project.ACD
 FactoryTalk ViewSE Project:
o C:Users\Public\Documents\RSView Enterprise\SE\HMI Projects\PlantPAx Demo HMI Server
o C:Users\Public\Documents\RSView Enterprise\SE\HMI Projects\SoupLine

Experience:
 The lab user should be familiar with RSLogix 5000\Logix Designer navigation

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  Familiar with FactoryTalk ViewSE navigation.
 Helpful if familiar with Windows 8.1\Windows Server 2012 navigation.

Document Conventions
Throughout this workbook, the following conventions are used to guide you through the lab materials.
This style or symbol: Indicates:
Words shown in bold italics Any item or button that you must click on, or a menu name from
(e.g., RSLogix 5000 or OK) which you must choose an option or command. This will be an
actual name of an item that you see on your screen or in an
example.
Words shown in bold italics, An item that you must type in the specified field. This is information
enclosed in single quotes that you must supply based on your application (e.g., a variable).
(e.g., 'Controller1') Note: When you type the text in the field, remember that you do not
need to type the quotes; simply type the words that are contained
within them (e.g., Controller1).
The text that appears inside of this gray box is supplemental
NOTE: information regarding the lab materials, but not information that is
required reading in order for you to complete the lab exercises.
Tech Tip:
The text that follows this symbol may provide you with helpful hints
that can make it easier for you to use this product. Most often,
authors use this “Tip Text” style for important information they want
their students to see.
Note: If the mouse button is not specified in the text, you should click the left mouse button.

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Start the software and open a project

1. On the Windows Desktop double click on the Studio 5000 Logix Emulate icon or select the Start button

in the lower left corner and from the Start Page select Studio 5000 Logix Emulate icon . Wait for
Emulate to start.

2. On the Windows Desktop double click on the Studio 5000 icon or select the Start button in the lower left

corner and from the Start Page select Studio 5000 icon

3. On the Studio 5000 popup under ‘Recent Project’ select PlantPAxDemo the full name of the file is
PlantPAxDemo.ACD (note the icon might not be on the far left and acd files have a gear symbol next to them).
Floating the cursor over the project in the Recent Project list will display the complete project path and file name.
Double click on the project name to open the project.

4. Once Logix Designer is up and running select Offline -> Download. The download could take a few minutes
so be patient (about 2 ½ min). Once the download is complete change the controller from Rem Prog to Rem
Run by selecting the drop down list and selecting Run Mode. Minimize Logix Designer after controller status
goes to Rem Run.

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 Note: This release of SequenceManager™ only runs on the 1756-L7x and L3y family of controllers. A future
release will support the new 1756-L8x controller family.

5. Start the FactoryTalk ViewSE Client by going to the Windows Desktop and double clicking the PlantPAx Demo
icon

6. The last app that needs starting is the SequenceManager™ Event Services Consoles. The Event Services
Console is used to start/stop and configure the SequenceManager™ Event Archiving Service to archive
sequence data to the Batch Reporting database. We will go into more detail about reporting latter in the lab, for
now we will just start the service.

The Event Services Console is used to start/stop and configure the SequenceManager™ Event Archiving
Service to archive sequence data to the Batch Reporting database

Note: See Appendix B for instructions on how to check and set the path to the controller for the Sequence
Manager Event Client Service.

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7. To open the Event Services Console right click on its icon on the Desktop or click the Windows Start
Button and from the Start Page right click on the Event Services Console icon

. Select Run as administrator, the Sequence Manager Event Services Console will open and allow
the user to make changes to and command the services. If the services are not running click on the two Start
buttons highlighted with the red arrows below. The Good Connection(s) (ID): box should go green after a few
seconds and look like this

’ The Service Status will go to running

8. Minimize the Event Services Console window. Click on the FactoryTalk ViewSE Client icon so
the client fills the desktop.

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SequenceManager™ the Operator Perspective

Running a Sequence in FactoryTalk ViewSE

1. The Process Overview display for the PlantPAx demo is what should be showing on the monitor. The premix
and reactor tanks on the upper left side of the display are the batching area of the plant. When running batches
in multiple units you would want to use FactoryTalk Batch, which coordinates a batch as it proceeds from one
unit to another. However, sometimes a full batching system is not require and that’s where SequenceManager™
fits in. SequenceManager™ is a controller base batch solution built into the controller’s firmware and
programmed using Logix Designer.

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2. In this lab Premix 1 tank has the ability to run batches using SequenceManager™. Click on the Premix 1 button

or the Premix 1 tank on the display to open the detail display for Premix 1.
This displays shows all the equipment associated with tank Premix 1. At the top of the display are the menu bars, which are
always present to navigate through the HMI project. To the right of the Premix 1 button is the Sequence Summary Control
button.

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3. Click on the Sequence Controls button . This opens the SequenceManger Controls display.
This display contains the three SequenceManager™ ActiveX controls that are used to run sequences in
FactoryTalk ViewSE environment.

Note: The SequenceManager™ controls will only work in FactoryTalk ViewSE, other HMIs are not
supported.

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4. Let’s get familiar with these controls before running a sequence. In the Sequence Summary Control, double
click on Premix_01_Prod_A. This gives the sequence focus and activates the Take Ownership button.

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5. Double clicking on the sequence name in the Sequence Summary Control loads the sequence in the Sequence
Detail Control. If you are familiar with FactoryTalk Batch you will see similarities between it and
SequenceManager™. From here you can start, stop, hold, restart, abort, and pause a sequence, you can also,
do active-step changes, force a transition and run a step in manual mode.

Note: FactoryTalk Batch v13 is able to use a SequenceManager™ sequence as a step in a FactoryTalk
Batch recipe, allowing the Batch Server to command SequeceManager™ sequences. Lab PR15 – Truly
Distributed Batch; Deploying Controller – based Sequences with FactoryTalk Batch shows this integration.

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6. Finally let’s look at the Sequence Parameter Control. This control shows the parameter tags for the selected
sequence. Step parameters will have either “Step output” or “Step input” in the usage column and their name
will begin with the step name which is at the top of the step. The “Step” parameters are linked to the input and
output tags of the corresponding equipment phase. The value column shows the parameter’s current value,
notice that the “Step output” tags have this symbol in the column indicating the value is not valid, this will
change when the steps complete. The “Value” tag displays the current value and the “Initial Value” is the value
that will be loaded to the value tag when the Initialize Tags command is used. Both the “Value” and Initial Value”
tags are editable for a “Step input” tag when the external access property is set for “Read/Write”.

Sequencing parameter tags do not have “Step” in the usage column, just “Input” and “Output”, tag “A_OR_B”, in
the screen capture below, is a sequencing parameter tag. At the bottom left is a drop down box that you can use
to filter what parameters are displayed. Appendix A contains a description of all the columns.

7. Let’s run the sequence to see the controls in action.

To see more of the sequence use the zoom control to go from 100% to 80%.

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8. Next click on the Take Ownership button , to acquire the sequence, this gives the controls the rights to
command the sequence. Notice when we took ownership the Set ID and Start buttons became active.

9. An optional, but recommended step is to give the sequence an ID, do this by clicking on the Set ID button

, which will display the Set Sequence ID dialog and enter an ID, alpha and numeric characters can be
used. Click the Apply button when done. Each sequence is also assigned an unique id.

10. A nice feature of the Sequence Detail Control is the Auto Scroll button, when pressed the active steps in the
sequence will always have focus and be visible when the sequence is running. Click on the Auto Scroll button

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11. Next start the sequence by clicking on the Start button .

Note: All these commands are also available on the Sequence Summary Control.

Addition_01 step will go to the running state after transition Tran_000 fires, observe pump PMP101 and its
associate valves and totalizer, when Addition_01 step is in the running state the running logic of the phase is executing
which adds Raw Material 1 to the Premix 1 tank. Move or minimize the SequenceManager Controls display if you want to
see the action taking place on the Premix 1 display.
Addition_01:PM_Addition_01 step will go to complete when the addition is done and Additon_02 and Agitate will go to
running, these steps start another addition phase and the agitate phase. In SequenceManager™ terminology this an
example of simultaneous topology, two or more parallel paths that execute their steps at the same time. Other topologies
are series, selective and loop. We will show a selective topology in the next sequence we look at.
The sequence will do three additions, agitate the tank and then transfer out the product to storage. Notice that the Agitate
phase is not included in transition Tran_003 transition expression, when the transition fires it is sent a stop command.

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12. When sequence is complete the ‘End Step’ will turn green and the state will go to “Complete”, shown in the

upper left . Also, the Reset button will become active, as shown below. Don’t press the reset
button yet.

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13. Before we reset the sequence taking it back to the “Idle” state, look at the Sequence Parameter Control. As you
see below the “no value” symbol has gone away and there is valid report data from the sequence, 100.0 kg was
the set point and the amount reported from the totalizer to the sequence was 100.0 kg or close to it.

14. Click on the Reset button to reset the sequence, putting it back to the “Idle” state. When you do this
the “Step output” values will go back to zero and the “no value” symbol will return. When the Event Services
Console services are running, no data is lost, while the phase is running sequence data is written to an event
journal file, similar to a FactoryTalk Batch event journal file. Upon resetting the sequence this data is archived to
a Microsoft SQL database, we will take a look at the reports in a few steps. Click on Release Ownership

button to release ownership of the sequence.

15. We could run another “Premix_01_Prod_A sequence, but we will change the sequence to “Premix_01_Prod_B”
and look at a few more features of the controls. Double click on Premix_01_Prod_B.

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16. The Sequence Detail Control displays “Premix_01_Prod_B”. This sequence is an example of a selective
sequence, after “Addition_01” step the path will go through “Tran_002” or “Tran_003” depending on the value of
sequence tag “A_OR_B”.

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17. Click on the Take Ownership button , then the Set ID button and give the sequence a name.

18. Now look at the Sequence Parameter Control, the value for tag A_OR_B, a parameter tag is 0, but looking at
the sequence it needs to be a 1 or a 2. Change the Initial Value to 2 by clicking in the Initial Value cell and
typing ‘2’, hit the Return key which will bring up the Confirm Change dialog, click on the Yes button.

The Initial Value will now be 2 .

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19. Down in the bottom left of the Sequence Parameter Control is the filtering drop down box. Clicking on the down
arrow brings up a list of filtering candidates, click on Sequencing Parameters. The screen capture below
shows the Sequence Parameter Control with the “Sequencing Parameters” selected. This sequence has only
one sequencing parameter.

20. On the filtering drop down list select ALL and click on the Addition_01:SETPOINT…, Initial Value cell.
Currently the set point is 125.0, but for this instance of the sequence we want to change it to 100.0 To do this
enter 100 in the cell, as shown below, hit the Return key and click on the Yes button to confirm the changes.

21.-Go back to the Sequence Detail Control and select the More button, this will add another layer of command
buttons to the control.

22. The button we want is the Initialize Parameters button on the left. When we click on this button it will move
all the values in the Initial Value column to the Value column for the “Input” and “Step input” tags.

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23. Looking at the Sequence Parameter Detail control shows that the “2” in tag “A_OR_B” was transfer to the Value
cell and 100 to “Setpoint” Value tag.

24. We are now ready to run this sequence, click on the Start button to start the sequence.
The sequence begins by adding “Raw Material 1” as before, but takes the path through transition Tran_003. While the
sequence is running notice that on the expanded command bar there are buttons to pause the sequence, which will pause
the sequence after the current running step completes. There is a button to resume the sequence after a pause or hold and
buttons to do an active step change and force a transition. These are displayed in the screen capture above.
Observe that the sequence takes the path through transition Tran_003.

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25. Let the sequence run to completion and the click on the Reset button to reset it, click on the Release

Ownership button to release ownership of the sequence.

Active Step Change

26. Next let look at how manual mode and active step change can be used in an abnormal situation. Double click on
sequence Premix_01_Prod_A to select it.

27. Click on the Take Ownership button , enter an ID for the sequence and select the Start button to
start the sequence. Allow Addition_01 to add some material to the tank.

28. We were a little over eager to start the next batch and the premix tank was not CIP’ed before we started this
sequence, we need to abort the sequence before more material is wasted in an off spec batch. Select the Abort

button .

29. This aborts the sequence, but we need to empty the tank, to do this we will do an active step change to the

Transfer Out phase. Begin by selecting the Enter Manual button this changes the sequence’s mode to
Manual. Select the Addition_01 step. When a step is selected while in manual mode it displays the manual
phase control pop-up, which allows you to command the individual step. Looking at the control you see that the
command are the same as the sequence commands.

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30. Next select the Step Change button which will open the Change Active Steps dialog.

31. Scroll down until the Steps to deactivate: area is completely visible and select the Add button. Which brings up
the Select steps to deactivate dialog box and check the box by Addition_01, click off the step to exit the
dialog.

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32. Now select the Add button to the right of Steps to activate:. This opens the Select steps to activate dialog
box. Check the Transfer _Out phase check box and click off the dialog to close it. There was only one step
available for deactivation, but multiple steps available for activation.

33. We forgot a step scrolling up to the Status: box you see the message Step being deactivated has to be idle.
If you have used FactoryTalk Bath Active Step change feature you will find the status messges in
SequenceManager™ Active Step change dialog more informative than the messages with FactoryTalk Batch
active step change feature. Look for these features in FactoryTalk Batch in the future.

34. Go back to the SFC view and postion the sequence so the step and step command dialog are visible and
select the More button. The dialog does a flip and you see another five command buttons, select the Reset
button.

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35. This clears the Status: message box and now allows the active step change to take place by selecting the
Apply button at the top. You should now see the message that the active step change was successful.

Select the Cancel button to close the Change Active Steps dialog.

36. Scroll down to the Transfer_Out step and select it. The will bring up the maual phase control, select Start
button to start the step. The step will run to completion and empty the tank.

37. When complete select the More button and then the Reset button to put the step back to Idle.

38. The step is now back in the Idle state, but the sequence itself is still in the Running state. To put the

sequecne back to Idle, first select the Exit Manual button , this puts the sequence pack into

Automatic mode , but the transition is not firing and the sequence state is still
Running.

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39. There at least three way to get the sequence to go to competion we are going to make use of the Force
Transition feature. First select the transition below the Transfer_Out step. This will enable the Force

Transition button on the far right of the command buttons.

40. Select the Force Transition button. A confirm command dialog will appear, select the Yes button.

41. The transition fires and the sequence goes complete. Select the Reset to put the sequence back to Idle,
followed by the Release Ownership button to release the sequence. The force transition feature is tool that
can be use to advance a sequence if there is a problem with the transition not firing.

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Sequence Reports

42. We have run three or more sequences, as mentioned data from the sequences was logged to a SQL database.
Let’s look at the reports for those sequences. To open the reports click on the Batch Report button on the right
side of the menu bar. This will open a display containing a Microsoft Webbrowser control pointed to the report’s
URL. It can take more than minute to open the first time.

43. There are nine reports, those of you familiar with FactoryTalk Batch Reporting will notice that these are the same
reports that FactoryTalk Batch uses. Going forward there will be just one Batch Reporting database for
SequenceManager™, FactoryTalk Batch and LBSM. The reports and database are created when running the
SequenceManager™ Event install.

Below is a brief description of each report.

 010 – Batch Listing
o Provides a list of batches that meet a user’s search or query criteria
 020 – Batch Summary
o Offers batch specific summary information on batch data (step time) and setpoint vs. actual1
 030 – Batch Detail
o Offers batch specific detailed information on batch data (step times, parameters, reports), abnormal state
changes, batch failures, FactoryTalk Alarms & Events, setpoint vs. actual, and out of tolerance values.
 040 – Material Usage1
o Offers material specific consumption information including: batch that consumed it, quantity and lot
consumed, total consumption over period of search.
 050 – Forward Tracking1
o Enables you to find all batches that consumed a material lot or used a piece of equipment.
 060 – Backward Tracing1
o Enables you to trace all ingredients consumed and equipment used by a specific batch.
 070 – Batch Execution
o Review a specific batch’s step execution times in a bar chart format.
 080 – Duration Comparison
o Compare the durations of multiple batches in a bar chart format.
 090 – Batch Exceptions
o Review all batches with exceptions. Includes abnormal state changes, FactoryTalk Alarms & Events, batch
failures, out of tolerance values1

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 Note: The PlantPAx technote AID 62367 has a link to download the Batch Reporting application containing a
user manual describing the Batch Reports in detail, but to install the sequence report application go to the
Product Compatibility and Download Center and search for SequenceManager Event Client.

44. We will take a look at the reports, before moving on to the engineering part of the lab. From the Batch Reports
display double click on the link to the Batch Listing report.

45. This opens up the Batch Listing report which by default displays the sequences run in the last 24 hours, there
should be three sequences on the list, the sequences that were just executed.

The “Batch ID Filter” (Sequence ID in our case) and “Recipe Name” text box and drop down list can be used to filter the
resulting list.

46. From the Batch Listing report you can either click on Batch Reports (shown above) to go back to the main
report page or click on one of the icon to the right of the sequence to go straight to another report.

The four reports that have links on the Batch Listing Report are:

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  020 – Batch Summary
 030 – Batch Detail
 060 – Backward Tracing1 See note
 070 – Batch Execution

Note: 060 – Backward Tracing report requires use of Material Manager or specific naming conventions
during design of the FactoryTalk Batch area model. This naming convention can be found in the user
manual for the reporting application. Currently this report and the other material tracking reports will not work
with SequenceManager™ because tags are auto-assigned names that don’t follow the require naming
convention.

47. Click on the Batch Summary icon for any one of the reports and then click on the Show All Levels button

48. This will open the Batch Summary report, as shown below.

A sequence is the equivalent of a FactoryTalk Batch operation and the sequence name is place in the “Operation” column.
Steps appear under the “Phase” column. The Batch Summary reports the completion state of the sequence, the sequence
duration, start and end times and the start and end times for each step. Next we’ll look at the detail report.

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49. From the Batch Summary report click on the Batch Detail icon. This will open the
Batch Detail report. Click on the Show All Levels button. The important additon to this report over the Batch
Summary report are the “Recipe Parameter” and “Report Parameter” data.

50. The last report we’ll look at is the Batch Execution report. From the Batch Detail report click on the Batch

Execution icon to open the report shown below.

This report shows, using bar graphs how long the operation ran and how long each step in the operation was active.

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This ends the operation part of the lab now let’s move on to the engineering section and see how a sequence is created.

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SequenceManager™ the Engineer’s Perspective

SequenceManager™, how does it fit into the ControlLogix environment

In this part of the lab you learn how to run a sequence from Logix Designer, create and modify a sequence, learn how
PhaseManager equipment phases are used with SequenceManager™ and look at how the SequenceManager™ ActiveX control
are configured.
Let’s review how an equipment sequence fits into the ControlLogix environment.
 An equipment sequence is a procedure-oriented operation manipulating a finite quantity of ingredients to produce a
finite quantity of product. It is a state driven program, meaning it doesn’t execute with each scan of the controller, but
only when commanded.
 Alternatively, the sequence accomplishes a series of actions as an operation.
o Sequence is a program: An equipment sequence is new type of program.
o Diagram is a routine: A special SFC-like language describes the order and conditions to execute
equipment phases.
o Sequencing parameters: Input and output parameters

The picture below shows how a sequence fits into the controller organization. Those with good eyes will notice the

new symbol for a sequence .

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Since a sequence resides in the controller a new set of instructions were created to command sequences from control logic
programs. The new instructions are shown below.

Note: Sequencing instructions are supported in Ladder Logic and Structure Text languages.

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Logix Designer SequenceManager™ Environment

With this introduction let’s open up Logix Designer and look at a sequence.

1. First close the FactoryTalk View Client if it’s open by clicking on the X on the top far left and clicking Yes when

prompted

2. Logix Designer should already be opened and miminized from earlier in the lab. Click the Logix Designer icon

at the bottom of the screen to expand it to full screen view. Your screen should look like this…

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3. On the left side of the screen under Controller Organizer find the UP_Premix_01_FTBatch task. This task
contains the phases and equipment sequences that we have been running and yes they were originally created
to run with FactoryTalk Batch, but we are using them with SequenceManager™. Any phase written for
SequenceManager™ can be used by FactoryTalk Batch and phases written for FactoryTalk Batch with some
restrictions, can be used with SequenceManager™.

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4. Below is an expanded screen capture of the UP_Premix_01_FTBatch task, click on the + sign to expand the
equipment sequences or equipment phases. The phases contains the ANSI/ISA-88.01 state routines, a prestate
routine and program tags. The equipment sequence consists of only two items the “Parameters and Local Tags”
folder and the “Diagram” routine.

5. Double clicking on Parameters and Local Tags will open the Tag Editor for PremIx_01_Prod_A. This should
look familiar to anyone that has used RSLogix 5000 or Logix Designer. There is a new column name
“Sequencing” which appears for Equipment Phases and Equipment Sequences only. If sequencing is selected,
the parameter can be accessed in a phase or a sequence, outside of itself. None of the sequencing check
boxes are checked, below which means the tags are local to this sequence only.

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6. Double clicking on the Diagram will open the sequence diagram. Notice that the diagram view has the same
look as the Sequence Controls. At the top are the buttons to take ownership, set the sequence id and command
the sequence. The large middle area is the sequence diagram and the bottom is the Tag Editor. Using the
scroll bar on the right you can see that each step in the sequence is linked to one of the phases under the task.

The PlantPAx demo is a large Logix Designer project, to speed up the engineering portion of the lab we are
going to switch to a smaller more manageable project.

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7. Close Logix Designer by clicking on the X in the upper right hand corner . There is no need
to save the project if prompted to save.

8. From the desktop double click the Studio 5000 icon or click on the Start button and click on the Studio
5000 icon on the Start page.

9. In the Recent Project area click on the Sequence_Manager… icon, the icon might not be in the same location
as shown below.

10. Once Logix Designer is up and running select Offline -> Download, and click the Download button when
prompted. Close the Error pane after downloading by clicking on the X on the right side of the

screen .

11.. Minimize Logix Designer and on the desktop double click on the SoupLine Client icon to open the
FactoryTalk ViewSE client that goes with this Logix Designer project.

12. Bring Logix Designer back to the desktop, by clicking on its icon on the taskbar. Looking under the
Controller Organizer you see all the phases and sequences, this demo project makes soup and consists of three
sequences, Premix_1_Vegetable_Soup, Premix_2_Vegetable_Soup and Premix_1_Clean the remaining
programs are the phases used by the sequences.

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13. We are going to create a new Premix_2_Clean sequence and Premix_3_Vegetable_Soup sequence, but first we
will look at a few more features of SequenceManager™. Expand sequence Premix_1_Vegatable_Soup and
double click on Diagram to open it.
This sequence has both simultaneous and selective topologies, also it uses “Expressions” and sequence parameters to set
the value of some of the phase tags. Look at the highlighted expression (next page), “Add_Water:Actual_amount.Value *
.25”, this expression will take the value coming from the “Add_Water” step output parameter and multiply it by “.25” and
insert it in the ‘Add_Boullion_Amount” step input
This sequence has three sequencing parameters shown below. Two inputs and one output, the “Type_of_Soup” tag
determines what type of soup to make, Cajun or Homestyle. The “Target_Soup_Amount” is the setpoint for how much soup
to make, both of these values are passed to steps in the sequence. The output tag “Actual_Soup_Amount” receives from
the “Empty_Tank” step the amount of soup made, notice this is done by an expression.

Tip: Input and Output tags don’t show up in the Batch Reports, only Step input and Step output tags
associated with a phase will show up in the reports.

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14. Run the sequence from Logix Designer by setting the type of soup to make, do this by selecting
Show:Sequencing Parametes on the left.

15. In the Tag Editor change the “Initial Value” for Type_Of_Soup from 1 to 2.

16. Go back and select Show:All from the filtering box.

Logix Desinger Auto Scroll” feature, is set from the menu bar Tools\Options\Workstation Options dialog as shown below.

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17. Below is the command and status bar above the sequence display. Running a sequence from here is nearly
identical to running it from the Sequence Controls. Click Take Ownership to acquire the sequence, here is one
difference,you will be prompted with a popup asking if you what to take ownership of the sequence, select Yes.
Next you can give the sequence an ID using the Set Sequence ID button.

18. Since we changed the Type_Of_Soup parameter to “2” click on the Initialize values…button to move it to the
“Value” column. Scroll down to the bottoms of the parameter to confirm the value was updated.

19. Before clicking the start button be aware that these steps run much quicker than the ones from earlier in the lab.
Unlike the realistic simulation in the PlantPAx demo, these phases just consist of timer instructions. With that
said click on the Start button to start the sequence.

20. There was a surprise in this sequence, the Add_Homestyle_Spice step was coded to have a phase failure, to
show what happens when a PhaseManager phase failure occur using the “PFL: instruction. A white flag in a red

circle is the symbol for a phase failure. It is displayed on the upper left corner of the step that had the
failure and the upper left hand corner of the diagram. Below is a screen capture of the Sequence Control display
showing the failure flags and phase failure code, outlined in red. The sequence goes to the Held state upon a
phase failure.

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21. To resume a sequence after a failure click on the Clear Failure button on the command bar, in real life
make sure that whatever caused the failure is taken care of first.

22. Once the failure is cleared click the Restart button to restart the sequence.

23. When the sequence is complete click the Reset button to reset the sequence and click the Ownership
button to relinquish ownership.

Create a New Sequence

In this part of the lab you will create a new sequence to clean Premix 2 tank. All the phases that we need exist and just need to
be put together in a new sequence, the steps for the sequence are:
1. Add water, add water using the Add_Liquid_PM2 equipment phase.
2. Add soap, add soap using the Add_Small_Tanks_PM2 equipment phase.
3. Swish the soapy water around until the premixer is clean, use the Mix_PM2 equipment phase to agitate and clean the
tank.
4. Drain the tank, use the Dump_PM2 equipment phase.
The sequence requires the amount of water needed to clean the premixer. You will configure this sequence input parameter and
reference it to scale the amount of the other ingredients used by the phases at each step.
When you assign a phase to a step, the Sequence Editor automatically generates a step tag and links it to its associated phase
parameter. It is clear to the control engineer that each step input tag must have data to pass to the phase for it to run. Just fill in
the required data, or configure an expression to get the data. Similarly, step output tags receive data from the phase recording
what actually happened. A common pattern is for the input to be a target quantity and an output being the actual quantity used.

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1. First we need to go offline with the project, sequence diagrams can only be edited offline. On Logix Designer
click on Rem Run ->Go Offline.

2. Right-click on Main Task and select Add->New Equipment Sequence.

3. The New Equipment Sequence dialog opens, enter “Premix_2_Clean” for the new sequence name and click
OK.

4. The new sequence has been added to the Main Task and since the Open sequence diagram check box was
checked the sequence diagram opens up.

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5. Expand Premix_2_Clean by clicking on the plus sign .

6. Click on Tran_000 to give it focus.

7. From the menu add a step and transition by clicking on the Add step and transition pair button . Notice
that the connection were automatically made and the step assigned a default step name, “Step_001”.

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8. Change the step name by clicking on Step_001 renaming it “Add_Water”, then click off the step. Notice that
the transition condition has been created, the default transition condition is step complete, but this can be
changed to an expression.

9. Select the appropriate phase to associate with this step, double click on Phase, which will bring up a drop
down list and select Add_Liquid_PM2. Click off the phase when done.

10. Your Add_Water step should look like this, notice that the “X” in the red circle has gone away, all the connections
are now valid.

11. Below in the Tag Editor the step tags for this step were created by linking to the “Actual_Amount” and “Amount”
tags of the equipment phase “Add_Liquid_PM2.

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12. Add the next step by clicking on Tran_001, then clicking on the Add step and transition pair button. Name the
step “Add_Soap” and associate it to the equipment phase Add_Small_Tanks_PM2.

13. The additional step tags were added and are shown below.

14. Add the next step the same way and name it “Scrub” and associate it to equipment phase Mix_PM2.

15. Finally add the last step Empty_Tank and pick Dump_PM2 for its equipment phase.

16. If at any time a connection is broken between a step and a transition, click the circle of the transition and with the
left mouse button pressed, drag it to the semi-circle of the step (the final step in the screen capture below). The
circle or semi-circle will turn green indicating when to click on the first point and release the button when on
the second point. For simultaneous and selective bars you drag the cursor to the bar and it turns green. This is
how you connect elements when they are added separately.

17. If you need to neaten up your sequence Click on any of the steps or transition, click Ctrl-A to select all of
them, then Select Edit->Layout Selected Elements. This will align everything nicely.

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18. The sequence is correct, but we need to define some sequencing parameters. In the Parameter tags window
select show only the Sequencing Parameters.

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19. Right click in the blank area and select New Parameter…

20. Give the new parameter the name “Amount_Water”. The “Usage” will remain “Input Parameter”, “Data Type”
remains “SEQ_DINT” and “External Access” is “Read/Write”. If “External Access’ is set to “Read’ you are unable
to enter data into the tag as was done in earlier steps. Click Create to create the tag.

Special data types are

required for parameters tags
because they have special
properties.

21. The new parameter is now available.

22. Give the “Amount_Water” tag an initial value of “25000”.

23. “Amount_Water” is a sequence parameter, we can tell that by its “Usage’ type of “Input”. We will now reference
that parameter with the steps. Select the name of the sequencing input parameter, right click and select
Copy.

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24. Change the filtering to Selected Steps and click on the Add_Water step.

25. Instead of giving the step an initial value we’re going use an expression that relates back to the sequence
parameter. Click the Add_Water Amount Expression box.

26. Right click and paste in the Amount_Water sequence parameter then add the extension ‘.value’ and click off
the box to finalize the entry. Notice that after typing the period an auto completion popup is display.

27. Click on the Add_Soap step to show its parameter.

28. We will give an expression of 3 to Add_Ingredient parameter to represent soap addition (1=Cajun spice,
2=Homestyle, 3=Soap), type in ‘3’ in the expression box and click off the box to finalize.

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29. Next we will use an expression for the Add_Soap:Amount. Paste or type in the Add_Water sequence
parameter and add the ‘. Value’ extension and multiple it by 1% of the mixture, so multiple it by ‘* 0.01’ as
shown below

30. . As you probably know by now click off the expression cell to finalize the edit.

31. Looking at the Add_Water step again we realize we can be more precise by using the step output parameter. To
do this we will change the value of the Add_Soap:Amount to use ‘Add_Water:Actual_Amount’. Do this by
either copying the value from the Add_Water step or typing it in, the results are shown below.

32. Click on the Scrub step, click on the Initial Value cell for Scrub:Mix_Time an enter ‘40’.

33. Click the Verify button to verify the project and then save your project by clicking the Save button.

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Now we could download the whole project again, but that would take the controller offline. Instead let’s export the new
equipment sequence and then import it into the running controller.

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34. Right click on Premix_2_Clean and select Export Equipment Sequence.

35. Export to the Desktop.

36. Select Offline then Go Online with the controller.

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37. Select Upload

38. If the system prompt you, you don’t need to save the changes, select No.

39. Go to Logix Designer, right click on Main Task and select Add -> Import Equipment Sequence.

40. From the Desktop select, Premix_2_Clean.L5X and click Open.

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41. The Import Configuration window give you various options and information. We can just accept the default, click
OK.

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42. Premix_2_Clean has now been added to the running controller.

43. Optional: Run the sequence to check its operation. The sequence will run if using a physical controller, but you
will probably need to download the project to get it to run with the Emulate controller.

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Copy and Modify an Existing Sequence
Demand for soup is increasing and the plant is adding another premix tank to keep up. In this part of the lab we will see how you
can use the editing features of Logix Designer to copy and existing sequence and use it to create a new sequence to quickly get
a new unit online.

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1. Maximize the Logix Designer window and take the project offline by clicking on Rem Run -> Go Offline.

2. Click on the Logical Organizer tab at the bottom of the Controller Organizer.

3. Expand Premix_1 and Premix_2 to see the various phases and the equipment sequencer contained in the
folders. Logix Designer’s Logical Organizer is an efficient way to organize equipment sequences.

4. Click on the Controller Organizer.

5. All the phases and equipment sequences are here too.

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6. Select the PM1 phases

7. Right click and select Copy.

8. Right click on the Main Task and select Paste.

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9. The phases have been added. The copies have a “1” appended to the end of their name.

10. Correct the name by right clicking on a phase and selecting Properties.

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11. Change PM11 to “PM3”. Click OK when done.

12. Correct the name for the remaining phases with the PM11 suffix, following the above steps. When done the
equipment phase should look like the screen capture below.

Note: At this point all the equipment phase programs are copied and names updated, but if this was a real
project the logic implementing their routines would still references Premix_1 I/O. On an actual project the
control engineer would need to update the phase logic so Premix_3 phases are monitoring and controlling
the Premix 3 unit. Updating the phase logic is beyond the scope of this lab.

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13. Right click on Premix_1_Vegetable_Soup and select Copy.

14. Right click on Main Task and select Paste.

15. The copied equipment sequence has been added, with a modified name of course.

16. Right click on Premix_1_Vegetable_Soup1 and select Properties.

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17. Correct the name to “Premix_3_Vegetable_Soup, click Apply when finished. Notice there is more you can do
on this tab, but we will stick to just the name change.

18. Click on the Configuration tab and Check the check box Generate sequence events. This check box must be
checked in order to generate event journals that are archived to the Batch Reporting database. This is easy to
overlook and not caught until you notice the sequences don’t appear in the reports.

Also, it is on this tab that you can set the Unit ID, change it to “3” and click OK when done.

19. We now have the equipment sequence we wanted.

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 We have the equipment sequence and phases that we need, but they are not organized the way we want them.

20. Click on the Logical Organizer.

21. Right click on Logical Model SILC_Training_Project and select Add New Folder.

22. The New Folder dialog window opens. Even though the title at the top says New Program, the Use as Folder
check box tells Logix Designer to create a folder.

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23. Type in the name “Premix_3” and click OK.

24. You have now added the folder under which you can organize the phases and equipment sequencer for
Premix_3.

25. Select the PM3 phases, right click and select Cut. Click Yes to confirm.

Note: You could also use drag and drop to move the phases to Premix_3 folder.

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26. Right click on Premix_3 and select Paste.

27. Do the same to add Premix_3_Vegetable_Soup to the Premix_3 folder. The folder should look like the screen
capture below.

28. Expand Premix_3_Vegetable_Soup.

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29. Double click on Diagram to open the Diagram window.

Note: While the sequence looks like a sequential function chart (SFC), it is actually a sequencing diagram
with special properties and parameters. It is a new component to Logix Designer and the L7x and L3y
controller family.

The equipment sequence is correct, except that it is calling the wrong phases. Since we copied the sequence for PM1 it is
calling PM1 phases instead of PM3 phases.

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30. Click on the Add_Water phase and double click on the pulldown menu and select the appropriate phase,
Add_Liquid_PM3 in this case.

31. This is the only change needed for this step. Note that the transition relates to the step name, not the associated
phase name.

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32. Using the same procedure, change the phase references in the remaining steps. When finished the diagram
should look like the screen capture below.

33. All the associated parameters and expressions are still good, no need for any changes.

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34. Since the PM3 equipment phases and equipment sequence were re-organized in the Logical Controller they
were placed in the Unscheduled Task folder in the Controller Organizer. Go to the Controller Organizer and
move them to the Main Task. You can Cut/Paste or Drag/Drop to do this task, below we’re showing Cut and
Paste.

35. Click on the Verify Controller button to verify the controller.

36. Select Offline ->Download to download the project to the controller.

37. Select Download when prompted. Select Yes when the download is done to put the controller online.

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38 Minimize Logix Designer and expand the HMI window if it has been minimized. Notice that the new
sequences are not displayed in the Sequence Summary control.

39. Click the Reload button to update the Sequence Summary control, the new sequences
are now present.

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40. Double click on Premix_3_Vegetable_Soup, the Sequence Parameter and Sequence Detail control will now
show the parameters and sequence diagram for Premix_3_Vegetable_Soup.

41. If you have time you can enter a value for Actual_Soup_Amount:Initialize Value and run the sequence. Since
the phases simulation is simple and doesn’t refer to any real equipment the sequence will run without issues.

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Adding and Configuring the SequenceManager™ ActiveX Controls
In this section of the lab we will take a look at how to add and configure SequenceManager™ ActiveX control in FactoyTalk
ViewSE.

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1. Start FactoryTalk ViewSE Studio by going to the desktop and double clicking the Studio 5000 icon or
going to the start page and selecting the Studio 5000 icon as described earlier. From the Recent

Project list select SoupLine , for those with good eyes notice that a FactoryTalk ViewSE
project icon is two monitors for a View SE Station Network project.

2. Under Graphic -> Displays double click on soup_line to open the soup_line display.

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3. The controls are already added to the display, but if you were going to add the controls you would select
Objects -> ActiveX Control…

4. Next on the display you would outline the location of the control, once the outline is on the display the Insert an
ActiveX Control dialog pops up. Scroll almost to the bottom and you come to the SequenceManager™ controls.

From the dialog you would select one of the controls to add it to the display. This has already been done on our display,
let’s now look at how you configure the control.

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5. On the open soup_line display right click on the Sequence Summary Control (control under the picture of the
tanks) and select Property Panel.

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6. This opens the Property Panel for the SequenceManager™ Summary Control. Highlighted in green below are
properties that must be filled in in order for the control to communicate with the controller, these properties are
common for all the controls. The items highlighted in yellow are properties specific to this control and include
column content controls and the “CommandButtonLocation”, which determined were the command buttons are
located, on the PlantPAx Demo the command buttons were located on the right side, not the bottom.

Below is a description of the critical communication properties required for SequenceManger™ to communicate with the
controller. Remember SequenceManager™ is a controller based batch solution and talks directly to the Logix controller.
 ControllerPath – this path is specific to the workstation on which the SequenceManger Server Service application is
communicating to the controller, it tells SequenceManager™ where the controller is located.
 ControllerShortcut – this is the RSLinx Enterprise shortcut to the controller and is created in the FactoryTalk Service
Platform or FactoryTalk ViewSE Studio.
 DataServePath – this is the FactoryTalk path to the RSLinx Enterprise data server.
 SeqMgrServerPortNumber – the communication port number used by the SequenceManager server Service application,
this is set when you install the service and cannot be changed.

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7. If you have time examine the properties for the Sequence Parameter Control and Sequence Detail Control.

8. In order to double click on a sequence name in the Sequence Summary Control and have it displayed in the
Sequence Detail Control, you need to do a little bit of VBA coding. To do this you need to set the
“ExposeToVBA” property of the control to “VBA Control”, this has been done for the control. With this set right
click on the Sequence Summary Control and select VBA Code.

9. This opens the VBA development environment, to the SeqMgrSummaryControl1_doubleClicked subroutine

and here you enter the following code highlighted below, as you see this has already been done for the project.

Note: The subroutine names will start with the name of the control, which is user configurable.

10. For the “Select Step” filter in the Sequence Parameter Control to work the following line of code is needed for the
SeqMgrDetailControl_stepSelectionChangeb subroutine.

11. Close the VBA development window when done looking at the code by clicking on the Red X

upper right corner and then close FactoryTalk Viw Studio by clicking its Red X.
This complete our look at the SequenceManager™ ActiveX controls, the SequenceManger™ Controls Reference Manual has
more information on how to use the controls.

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SequenceManager™ Archiving
As we saw earlier in the lab data from a sequence can be archive to a SQL database. This is done by two services that are
installed when you install the “Sequence Manager Event Services Console”. One service, “Sequence Manager Event Client
Service” takes the data from the controller and writes it to a Raw firmware output (.RAW) text file. The other service, “Sequence
Manager Event Archiving Service” takes the data from the RAW files and parses it to an event journal (evt) file, which is then
archived to the SQL Server database. The process is shown in the diagram below.

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1. We are going to take a look at the Event Service Console and its configuration setting. To open the Event

Services Console right click on its icon on the Desktop or click the Windows Start Button and from
the Start Page right click on the Event Services Console icon

. Select Run as administrator, the Sequence Manager Event Services Console will open and allow
the user to make changes to and command the services.

2. If the services are running click on the Stop buttons to stop them

3. The Console is used to start and stop the service which are set for automatic startup when the console is
installed, we now want to look at the “Settings”. Click on the Sequence Manager Event Client Service
Settings… button.

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4. The setting page for this service opens. Here you see the paths for the raw event files and application log file,
shown are the default paths, the folders shown are created when you install the service. The other boxes,
except the controller path setting contained the default values. The one item that must be configured is the
controller path, this is done by clicking on the Add button and drilling down to the controller, similar to setting the
path in Logix Designer. The service can handle more than on controller.

5 Click the Cancel button to close the settings page .

6. Next click on the Settings button for the Sequence Manager Event Archiving Service Settings.

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7. The settings page for this service opens. The installation creates the folders and fills in the path and setting
except for the “Database Connection String”. To create this string you click on the Browse button, which opens
the wizard to create a new data source. Once the database connection string is configure you would click OK
and the services are ready to run.

8. Click the Cancel button to close the settings page .

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9. Using Windows File Explorer drill down to the ArchivedEventfiles folder, follow this path
C:\ProgramData\Rockwell\Sequence Manager\EventServices. This folder contains the evt files generated
from the sequences. Files in the “RawEvents’ and “EventFiles” folders are created when a sequence is running
and then deleted once the sequence completes and is reset to idle.
comois archive, a file in the “ArchivedEventFiles” folder has been archived to the database.

The screen capture below shows part of an evt file.

This concludes the SequenceManager™ lab, don’t forget to do the survey, also, if you have
any suggestions or comments on the product let the lab moderators know, we are looking
for feedback.

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Appendix A - Sequence Tag Overview

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Appendix B - Setting the Event Client Service Controller Path

1. Right click the Event Services Console icon on the Desktop or click the Windows Start Button and
from the Start Page click on the Event Services Console icon, select Run as administrator.

. The Sequence Manager Event Services Console will open.

2. Click on the Settings… button in the upper right-hand corner of the console.

3. This opens the Sequence Manager Event Client Service Setting page. We are going to delete the existing path
setting and then add the correct path to the controller. Start by clicking on the existing path and click on the
Delete button.

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4. Next click on the Add button to open the Browse For Controller dialog. Click on the plus (+)
sign next to AB_ETHIP-1, Ethernet. Next click on the plus (+) sign next to 192.168.1.113 and select 01, 1756-
L75 Logix5575,… Finally click the OK button.

5. When finished we now have the correct path to the controller used by SequenceManager™, as shown below.
The Event Client Service now knows where to look for sequence data to move to the reporting database. Click on
the OK button when done.

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6. Back on the Event Services Console click on the two Start buttons to start the Event Client Service and the

Event Archiving Service. Wait for the Good Connection(s) box to turn green.

Click on the Close button to close the console page.

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 Appendix C: SequenceManager™Help
Online help on how to use SequenceManager™ and PhaseManager can be found by clicking on the Logix Designer Help-
Contents menu item and from the Logix Designer Online Help dialog expanding About Equipment Phase and Equipment
Sequences as shown below.

Publication XXXX-XX###X-EN-P — Month Year Copyright© 2016 Rockwell Automation, Inc. All rights reserved.
Supersedes Publication XXXX-XX###X-EN-P — Month Year

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