Back up a FactoryTalk Directory

Back up a
FactoryTalk Directory
 to move a development
FactoryTalk
 system to a run-time
FactoryTalk
 system, or to create a backup for disaster recovery purposes.
When you back up an entire
FactoryTalk Directory
, the archive file includes:
  • All objects, references to objects held within the
    FactoryTalk Directory
    , and the security authority identifier. The archive file does not contain project files that are specific to individual products.
    IMPORTANT: The archive file does not contain project files that are specific to individual products.
  • All applications associated with that directory. Typically an application contains areas (in a network directory), resource grouping information, and references to data servers, device servers, alarm servers, and HMI servers.
  • The System folder, which includes a list of user, computer, and group accounts, passwords, system policy settings, product policy settings, system security settings, action groups, and alarm and event database definitions.
    TIP:
    To back up a
    FactoryTalk Directory
     without its security authority identifier, or to back up only the security authority identifier, select
    Tools > Security Authority Identifier
    . In
    Modify Security Authority Identifier
    , select
    Backup
     and follow the on-screen instructions.
Prerequisites
  • Obtain the security permissions needed to perform backup and restore operations. Open
    System
     >
    Policies
    >
    System Policies
    , and open
    User Rights Assignment
    . Under
    Backup and Restore > Backup and restore directory contents
     select
    Configure Security
     and verify access permissions have been granted.
To back up a
FactoryTalk Directory
  1. In
    FactoryTalk Administration Console
    Explorer
    , right-click the
    Network
     or
    Local
    Directory
     icon, then select
    Backup
    .
  2. In
    Specify archive name
    , use the default name or type another name for the backup file.
    TIP:
    It is recommended to not change the default archive name. The default name contains the leading digits of the security authority identifier which allows you to easily identify the archive file associated with a specific directory.
  3. In
    Specify archive location
    , use the default archive location or use
    Browse
     to open the
    Browse for Folder
     window and specify another location.
  4. In
    Backup Contents
    :
    • Select
      FactoryTalk Directory
       configuration
       to back up the entire
      FactoryTalk Directory
      .
    • (optional) Select
      FactoryTalk Linx
       configuration
       to back up shortcut and driver configurations.
    • (optional) Select
      FactoryTalk Linx Gateway
       configuration
       to back up server configuration, UA Server Endpoint settings, Advanced Settings, and UA Tag List configuration in
      FactoryTalk Linx Gateway
      .
  5. To encrypt your archive file, select the
    Encrypt file contents
     checkbox, and then enter the same passphrase in the
    Passphrase
     and
    Confirm passphrase
     fields. If you clear this checkbox, your backup archive file will not be encrypted or protected.
    Encrypt file contents
     is not available if your operating system does not support the proper level of encryption.
    IMPORTANT:
    Remember the passphrase when choosing to encrypt the file contents. The archive file cannot be restored without the correct passphrase.
  6. Select
    OK
    .
    Unless a different file name was specified,
    FactoryTalk Administration Console
     creates a directory backup file with its current security authority identifier in the default location or in the location specified. If a backup file with the same name already exists in the location selected, the system asks whether to overwrite the existing file.
  7. After backing up a directory, perform backups of project files and databases from individual software products that are participating in the
    FactoryTalk
     system.
    If the applications include:
    • HMI servers:
       Back up
      FactoryTalk View
       files separately. See
      FactoryTalk View
       documentation for help.
    • RSLinx Classic
       data servers:
      Run the
      RSLinx
       Backup Restore utility to back up the data server configuration. From the
      Windows
       Start
       menu, select
      Rockwell Software >
      RSLinx
       > Backup Restore Utility
      .
    • FactoryTalk Linx
       servers:
      The base configuration of the
      FactoryTalk Linx
       server is included in the backup, including redundancy and alarms and events configurations.
      TIP:
      If the
      FactoryTalk Linx
       configuration option is not selected, make a copy of the file
      RSLinxNG.xml
       and keep it with your backup archive to retain device, driver, and shortcut configurations. By default, the file is located in
      C:\ProgramData\Rockwell\RSLinxEnterprise
      .
    • FactoryTalk Linx
       Data Bridge
      : Open
      FactoryTalk Linx
       Data Bridge, select
      File > Export configuration
      . Keep the exported file with your backup archive.
    • FactoryTalk Linx
       Gateway
      :
      • For
        FactoryTalk Linx
         Gateway version 6.20 and earlier, make a copy of the
        FTLinxGateway.xml
         file and keep it with your backup archive. By default, the file is located in
        C:\ProgramData\Rockwell\FactoryTalk Linx Gateway
        .
      • For
        FactoryTalk Linx
         Gateway version 6.21, make a copy of the
        FTLinxGateway.db
         file and keep it with your backup archive. By default, the file is located in
        C:\ProgramData\Rockwell\FactoryTalk Linx Gateway
        .
        TIP:
        If there are two files named as
        FTLinxGateway.db-shm
         and
        FTLinxGateway.db-wal
         under the folder
        C:\ProgramData\Rockwell\FactoryTalk Linx Gateway
        , make a copy of these two files together with
        FTLinxGateway.db
         file.
    • FactoryTalk Linx
      OPC
       UA Connectors
      : The base configuration for the OPC UA Connector can be restored. After the restore operation is completed, you will need to regenerate a certificate and enter a password to return the OPC UA Connector to full operation.
    • FactoryTalk Alarms and Events
       Logs:
       Use Microsoft
      SQL Server®
      tools to back up and restore database files.
    • FactoryTalk Transaction Manager
      : Back up project files using the
      Configuration
       menu. See
      FactoryTalk Transaction Manager
       documentation for help.
    • FactoryTalk Batch
      :
      Copy the
      FactoryTalk Batch
       files back to the same directory locations. See
      FactoryTalk Batch
       documentation for help.
    • Other products
      : Back up product-specific information separately. See product documentation for help.
      IMPORTANT:
      FactoryTalk Services Platform
       6.10 applies a new encryption algorithm to the backup file for enhanced security. Backups created using
      FactoryTalk Services Platform
       6.10 can only be restored to host computers that are also running
      FactoryTalk Services Platform
       6.10 or later. Backups created using
      FactoryTalk Services Platform
       2.90 or later can be restored onto host computers that are running
      FactoryTalk Services Platform
       6.10.
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