Register an FactoryTalk View SE Connector

Perform the following steps to register a
FactoryTalk® View SE
extractor:
  1. On the Management Console, select the
    Extractor Configurations
    tab.
    The
    Extractor File Configurations
    page will open, displaying a list of all available extractors.
    Extractor Configurations
  2. Click the Add [] icon.
    The
    Generate New Extractor
    page is displayed.
    Generate New Extractor
  3. In the
    General Info
    section, provide a unique name for your extractor in the
    Source Name
    field. The source name works as the identifier for your extractor. You can search for an extractor using the source name. By default,
    FactoryTalk DataMosaix SaaS
    populates a source name.
    Source Name example: EXT_1406230728_createproject_v1.
    Here, EXT stands for the extractor, 140623 is the date in ddmmyy format, 0728 is the timestamp in hhmm format, and createproject_v1 is the project in which you are currently working. You can use the default source name or create your own.
  4. (Optional) Provide the location details. It can help you identify an extractor when you have many extractors for different plants/sites/locations.
  5. From the
    Associated Roles
    drop-down list, select at least one role. You can refer to various roles and capabilities by clicking
    Role Reference
    .
    NOTE:
    The Associated Roles drop-down is visible and available only for Project Admin users or users within the Organization with a Project Admin Role assigned.
    You can select multiple roles from the Associated Roles drop-down list. In the search bar, you can search for any specific role from the list. If you want to apply all the roles to the application, select the
    Select All
    checkbox.
    Next, you can select a pipeline or create a new pipeline. When you create a new pipeline, you have the option of selecting from an existing dataset or creating a new dataset.
  6. In the
    Pipeline Name
    field, search for a specific pipeline by entering the first characters and select a pipeline. On selecting a pipeline, the
    Pipeline External ID
    and
    Dataset Name
    fields are generated.
    To create a new pipeline, select the
    + Create Pipeline
    option.
    The
    Create Pipeline
    dialog box is displayed.
    Create Pipeline
  7. Provide the following Pipeline information to create a new pipeline:
    • Pipeline Name
    • Pipeline External ID
    • Pipeline Description (Optional)
  8. When you create a pipeline, you can either select an existing dataset or create a new dataset. Select a Dataset from the
    Dataset Name
    search field, if you want to use an existing Dataset.
    If you choose to create a new Dataset, the Dataset-related fields will be displayed. Provide the following dataset information:
    • Dataset Name
    • Dataset Description
  9. Click
    Add
    . Based on the options you choose (select or create), the Pipeline and Dataset information is either populated or created and displayed on the
    Extractor Info Detail
    page.
  10. In the
    Source Info
    section, select
    FT View SE
    as the extractor source type. After selection, the system will display fields such as
    Endpoint URL
    ,
    Username
    ,
    Password
    , and other required parameters for you to provide the necessary details.
    Generate New Extractor - Source Info
  11. Provide the following information to connect with source.
    1. Select source
      FT View SE
      from dropdown.
    2. Enter
      source system URL
      .
    3. Provide the
      username
      and
      password
      .
    4. Specify the
      Start date
      and
      time
      from which data should be fetched. If not provided, the default is the
      current date
      and
      current time minus 2 hours
      NOTE:
      Set the start date and time for the FT View SE connector extractor. Once it is set up, it will not change later because the data will be pushed using incremental refresh. So, make sure you choose the correct point from where you want to start pushing data.
    5. Choose
      Run Options
      to run the extractor either manually from the console or automatically as a Windows service.
      1. Manual-Console
        : Select this option to run the extractor manually from the console. To install and run the extractor in this mode, refer to the documentation page
        Install and Run FactoryTalk View SE – FactoryTalk DataMosaix Connector (Manual‑Console)
        .
      2. Automatic-Service
        : Select this option to run the extractor automatically as a background Windows service. To install and run the extractor in this mode, refer to the documentation page
        Install and Run FactoryTalk View SE – FactoryTalk DataMosaix Connector (Automatic‑Service)
        .
    6. Mode is
      Continuous
      or
      Single
      .
      1. Continuous
        : Fetch data at regular intervals. Enter the interval in hours.
      2. Single
        : Fetch data once. Do
        not
        provide an interval.
    7. Enter the
      Application Name
      whose data needs to be retrieved.
    8. Provide the
      HMI server name
      to connect to.
  12. Click
    Save and Apply
    .
    The
    Generated info Saved
    dialog box is displayed, and it contains the configuration information. To view the configuration file, click
    View Generated Configuration File
    . Alternatively, copy and save the information for future use by clicking
    Copy All
    . To download the configuration file, click
    Download
    . This will download a
    config.yml
    file containing all the configuration details required to run the extractor.
    Extractor Configuration File Download
  13. Click
    Close
    to close the pop-up window.
    The new extractor is displayed under
    Extractor File Configurations
    .
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