Getting Started with FactoryTalk Vault

FactoryTalk Vault is the secure storage space provided with FactoryTalk Hub. FactoryTalk Vault is a scalable, easy to configure asset management system that can be used for collaboration, backup and recovery, and version control of your automation projects. Upload projects to FactoryTalk Vault and then analyze and upgrade them to later software versions. To get started, set up your MyRockwell account and login.
Login
Your Login is composed of your user name and your company domain.
Verify account
Before you can access a FactoryTalk Vault your account must be verified. Please make sure that the information provided is accurate and that we can reach you using either the email address or phone number to provide you a verification code. Account verification is automated and should occur within 5 minutes of completion of the service sign-up.
NOTE: Verification emails come from the sender
myrockwell.com
. If you have not received the verification email please check that the email was not blocked by junk or spam filters.
If you encounter problems with account verification, please visit the Account Support Center.
Your account is assigned to vaults that enable you to effectively manage control assets and their configurations separate and secure from other assets. Vaults provide a convenient way for you to securely archive your files in one place, grouped by project, that are ready to use.
NOTE: Important FactoryTalk Hub services have not been deployed to all regions yet. If you are connecting from a region outside of North or South America, the upload, download, and service performance speed might be reduced.
After logging in you can:
  • Create a solution
  • Add a project
  • Open a project in FactoryTalk Twin Studio
  • View the project analysis
  • Upgrade single or upgrade multiple projects
  • Download a project to FactoryTalk Vault
TIP: If you encounter any difficulties, visit the Troubleshooting section for solutions to common issues.
Create a solution
Your vault contains a default solution, use the following procedure to create additional solutions.
  1. From your vault, click the drop-down arrow next to
    ADD
    .
  2. Select
    New Solution
    .
  3. In the
    New Solution
     dialog box complete these items:
    • Name
       - Required. The name must be unique and be between 1 and 200 characters
    • Description
       - Optional.
    • Select the Organization in which you want to create the new solution.
The solution appears in the navigation pane of your vault.
Add a project
  1. From your vault navigation pane, select the solution in which you want to store the project.
  2. In the vault content pane, click the drop-down arrow next to
    ADD
    .
  3. Select
    Add Project
    .
  4. In
    Add Projects
    , select the project file to upload to the vault using either of these methods:
    • From File Explorer, select the project file and then drag the file to the
      Add Projects
       window and drop it in the space provided.
    • Click
      Select Files
       to display the
      File Upload
       dialog box where you can navigate to the file, select the file, and then click
      Open
      .
    TIP: Press the
    Crtl
     key while selecting project files to upload multiple projects.
  5. (optional) Click the plus (+) icon to add a note about this upload and then click the check mark icon to save the note.
  6. After adding the projects you want to upload, select
    Save
     to start the upload.
Notifications appear to inform you of the status of the project upload. Once all components are uploaded
Upload complete
 message displays.
Open a Project in FactoryTalk Twin Studio from Vault
When you select a solution panel in a Vault project you can open the file in the associated TwinStudio application. To open a solution in FactoryTalk Twin Studio:
  1. Select a project from your Vault on the left side of the screen.
  2. Select the tile of the solution which you want to open in FactoryTalk Twin Studio.
  3. Select the Open With... drop down list.
  4. Select the available Twin Studio application.
    NOTE: The following file types can be opened in the associated Twin Studio application.
    File Type
    Twin Studio Application
    .ACD , L5X, L5K Studio 5000 Logix designer
    Logix Designer and Emulate 3D
    .Demo3D, Demo3DX Emulate3D model
    Emulate 3D
    .doe Arena
    Arena
    .echo-snap FT Echo snapshot
    Logix Designer and Emulate 3D
    .mer FT View Designer Machine Edition
    Emulate 3D
  5. Select your region. For better latency choose the recommended region and select Launch.
  6. On the explorer page that appears, double click vault > solutions > the project folder > the solution folder > and then the solution you want to open in the Twin Studio application you are working with.
  7. The solution opens in the selected Twin Studio application.
View Analysis
  1. Select a project from your Vault on the left side of the screen.
  2. Select the tile of the solution for which you want to view analysis information.
  3. Select
    Analysis
    . The service analyzes the project. The initial analysis takes a few seconds to process.
  4. The
    Analysis
     page displays. Several panels displayed in the page that provide details of the about each component of the project. For reference information about each panel, see Analysis
  5. Select
    Details
     on any analysis panel for which you want to see additional information.
TIP: When you view the analysis details for a card, you can export the data to either a CSV file or an Excel file.
Each analysis card has different sections that represent different data categories.
Upgrade projects
Select projects from your vault to upgrade them from their existing design software version to a later version. You can convert individual or multiple projects.
To upgrade projects
  1. In the project list, select the checkboxes for the projects you want to upgrade.
  2. In the vault toolbar, select
    Upgrade
    .
  3. In
    Upgrade Logix Project
    , under
    Select Logix Version
    , choose the design software version you want to upgrade the project to.
  4. If you want to change the controller type, in the project details click the down arrow next to
    Select Controller Type
     and choose the new controller type.
    NOTE: Changing the controller type will change, delete, and/or invalidate controller properties and other project data that is not valid for the new controller type.
  5. Select
    CONTINUE
     to start the upgrade.
  6. In
    Review Warnings
    , confirm the project name, the upgrade selected, and the impact of the controller type change if selected. To continue, select
    UPGRADE
    .
During upgrade, the project status is
Upgrading
. Once the upgrade is complete, the project status will change to
Ready
.
Sign out
When you are done working in FactoryTalk Hub, sign out to close your session.
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