Controller Based Batching Using the New

SequenceManager

For Classroom Use Only!

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Controller Based Batching Using the New 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
Sequence Reports .......................................................................................................................................................................... 23
SequenceManager the Engineers Perspective ...................................................................................... 29
SequenceManager, how does it fit into the ControlLogix environment ....................................................................................... 29
Logix Designer SequenceManager Environment ........................................................................................................................ 31
Create a New Sequence ................................................................................................................................................................. 40
Copy and Modify an Existing Sequence ......................................................................................................................................... 54
Adding and Configuring the SequenceManager ActiveX Controls .............................................................................................. 70
SequenceManager Archiving ...................................................................................................................................................... 76
Appendix A - Sequence Tag Overview ........................................................................................................................................... 81
Appendix B - Setting the Event Client Service Controller Path ....................................................................................................... 82

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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 Automations new 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 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 display 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 Standard Edition
FactoryTalk Services Platform v2.8 (CPR 9 SR8)
RSLinx Classic v3.80
RSLinx Enterprise v5.80
Studio 5000 Logix Designer v28 with Phase Manager and Sequence Manager option
FactoryTalk View Site Edition v8.1 (CPR9 SR7.4)
Hardware devices required:

1756-L75 ControlLogix Controller module

1756-EN2T Communications Module

Files required:

Logix Designer:
o

C:\Users\labuser\Documents\Studio 5000\Projects\PlantPAxDemo.ACD

C:\ Users\labuser\Documents\Studio 5000\Projects\Sequenc_Manager_Premix_Project.ACD

FactorTalk ViewSE Project:

o

C:Users\Public\Documents\RSView Enterprise\SE\HMI Projects\PlantPAx Demo HMI Server

C:Users\Public\Documents\RSView Enterprise\SE\HMI Projects\SoupLine

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Experience:
The lab user should be familiar with RSLogix 5000\Logix Designer navigation
The lab user should be familiar with FactoryTalk ViewSE navigation.
Helpful if the lab user is 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).
Note: When you type the text in the field, remember that you do not
(e.g., 'Controller1')
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 icon

or select Start button in the lower left

corner and from the Start Page select Studio 5000 icon
2. 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, 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.

3. Once Logix Designer is up and running select Offline -> Go Online, if prompted to download to the controller
click the Download button. The download will takes five to ten minutes so be patient. Minimize Logix Designer
once it is up and running.

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

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

.
Maximize the client after it opens and select Reload CPG Client button

. .

This resizes the Process Overview display to fill the screen. Minimize the client after starting.
5. 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.
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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6. Double 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

. The Sequence Manager Event Services Console will open. 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.

7. Minimize the Event Services Console window.

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SequenceManager the Operator Perspective

Running a Sequence in FactoryTalk ViewSE
1. Click the FactoryTalk View Client icon

at the bottom of the Desktop to maximize the ViewSE client.

This displays the Process Overview display for the PlantPAx demo. 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 (lab PR13-Using New Modern FactoryTalk
BatchView Mobility Features to Enhance Operating Effectiveness will show how to use FactoryTalk Batch). However,
sometimes a full batching system is not require and thats were SequenceManager fits in. SequenceManager is a
controller base batch solution built into the controllers 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. Also, new to this display is a Sequence Summary Control.

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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.
f

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4. Lets 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: In future releases FactoryTalk Batch will be able to use a SequenceManager sequence as a step in
a FactoryTalk Batch recipe, allowing the Batch Server to command SequeceManager sequences.

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6. Finally lets 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 parameters 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.
Not shown in this sequence are sequencing parameters, these tags do not have Step in the usage column, just
Input and Output, there will be examples of a sequencing parameter later in the lab. 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. Lets 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:PM01_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.

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13. Before we reset the sequence taking it back to the Idle state, lets 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 setpoint and the amount reported from the totalizer to the sequence was 100.0 kg.

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. No data was lost, while the
phase was running sequence data was being written to an event journal file, similar to a FactoryTalk Batch event
journal file. Upon resetting the sequence this data was archive to a Microsoft SQL database, we will take a look
at the reports in a few steps. Click on Release Ownership
sequence.

button to release ownership of the

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_003 or Tran_004 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 Parameter 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 setpoint 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 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_004. 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_004.

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25. Let the sequence run to completion and the click on the Reset

Ownership

button to reset it, click on the Release

button to release ownership of the sequence.

Sequence Reports
26. We have run a couple of sequences, as mentioned data from the sequences was logged to a SQL database.
Lets 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 reports
URL. It can take more than minute to open the first time, hence the popup dialog be patient message.

27. 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.

Below is a brief description of each report.

010 Batch Listing

o

020 Batch Summary

o

Enables you to find all batches that consumed a material lot or used a piece of equipment.

060 Backward Tracing1

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

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 batch specific summary information on batch data (step time) and setpoint vs. actual1

030 Batch Detail

o

Provides a list of batches that meet a users search or query criteria

Enables you to trace all ingredients consumed and equipment used by a specific batch.

070 Batch Execution

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080 Duration Comparison

o

Review a specific batchs step execution times in a bar chart format.

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

Note: The PlantPAx Table of Contents technote AID 62366 has a link to download the Batch Reporting
application containing a user manual describing the Batch Reports in detail.

28. 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.

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

If you need to look at sequences that go back farther than 24 hours use the Start Time and End Time filtering at the top
of the report. 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.

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30. From the Batch Listing report you can either click on Batch Reporting 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:

020 Batch Summary

030 Batch Detail

060 Backward Tracing1 See note

070 Batch Execution

Note 1 - 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 dont follow the require naming convention.

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

32. 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 well look at the detail report.

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33. 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.

34. The last report well 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 lets move on to the engineering section and see how a sequence is created.

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SequenceManager the Engineers 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.
Lets 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.

Alternatively, the sequence accomplishes a series of actions as an operation.

o

Sequence is a program: An equipment sequence is new type of program.

Diagram is a routine: A special SFC-like language describes the order and conditions to execute
equipment phases.

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 lets open up Logix Designer and look at a sequence.
1. First close the FactoryTalk View Client if its 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. You 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_Basic_Phases task. This
task contains the phases and equipment sequences that we have been running.

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4. Below is an expanded screen capture of the UP_Premix_01_Basic_Phases task, click on the + sign to expand
the equipment sequences or equipment phases. The phases contains the ANSI/ISA-88 state routines the
program tags and some other housekeeping routines. The equipment sequence consists of only two items
theParameters 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.
7. Close Logix Designer by clicking on the X in the upper right hand corner
to save the project if prompted to save.

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. There is no need

8. Next go to the Windows Desktop taskbar and click on the Event Services Console icon
to open it on
the desktop. Click on the Sequence Manager Event Archiving Service Stop button and the Process
Controller Notifications Stop button to stop the services. Minimize the console window.

Tip: The archiving service should always be stop when downloading a project to a controller

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9. From the desktop double click the Studio 5000 icon

5000 icon on the Start page.

or click on the Start button and click on the Studio

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

11. 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

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

to open the

13. Next click on the Event Services Console icon on the taskbar and Click on the Process Controller
Notifications Start button and the Sequence Manager Event Archiving Service Start button. Minimize the
console window after the service are running.

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14. 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.

15. 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 dont 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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16. Run the sequence from Logix Designer by setting the type of soup to make, do this by selecting
Show:Sequencing Parametes on the left.

17. In the Tag Editor change the Initial Value from 1 to 2.

18. Go back and select Show:All

from the filtering box.

Logix Desinger doesnt have the Auto Scroll feature, but you can use the zoom buttons
Designer to see more of the sequence.

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at the top of Logix

19. Below is the command and status bar above the sequence display. Running a sequence from here is almost
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.

20. Since we changed the Type_OF_Soup parameter to 2 click on the Initialize valuesbutton to move it to the
Value column. Scroll down to the bottoms of the parameter to confirm the value was updated.
21. 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.

22. 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. The sequence goes to the Held state upon a phase failure.

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23. To resume a sequence after a failure click on the Clear Failure button
make sure that whatever caused the failure is taken care of first.

24. Once the failure is cleared click the Restart button

on the command bar, in real life

to restart the sequence.

25. When the phase is complete click the Reset button

to reset the sequence and click the Ownership button
to relinquish ownership. If you have time you can look at the reports for the phase by clicking on the Windows
Start button and selecting the Internet Explorer icon

. This will bring up the Batch Report home page.

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_Solid_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 to use 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. Notice that the transition condition
has been created, the default transition condition is step complete, but as you have seen 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 A.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. This is how you connect elements when they are added separately.

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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.

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 and click Create. 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.
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 were 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 it an expression of 3 to Add_Ingredident 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 lets 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 dont 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.

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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 Designers 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 dont 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. The Premix_3 folder is already present, you can delete it and recreate it
following the instructions below or keep it and just read through the next three steps.

21. Right click on Logical Model SILC_Training_Project and select 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 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. That 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 were 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

are now present.

to update the Sequence Summary control, the new sequences

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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 doesnt 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
going to the start page and selecting the Studio 5000 icon as described earlier. From the Recent

or

Project list select SoupLine

, for those with good eyes notice that a FactoryTalk ViewSE
project icon is a computer with two monitors.

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
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 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 these critical communication properties required for the 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, you can also use the full path name,
e.g. RNA //$Global/SoupLine/Area1.

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. Click on the Sequence
Manager Event Service Console icon on Windows taskbar to open the console on the Desktop.

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 we did earlier in the lab, we now want to look at the
Settings. Click on the Sequence Manager Event Client Service Settings button.

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.
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Click the Cancel button to close the settings page

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

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.

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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, dont 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. Double click the Event Services Console icon

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

and

. 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, 1756L75 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.

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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