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Production Management
Batch
Copyright Notice © 2008 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.
This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation
Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation
Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.
Trademark Notices Allen-Bradley, ControlLogix, eProcedure, FactoryTalk, Rockwell Automation, Rockwell Software, RSLinx, RSView,
and the Rockwell Software logo, are registered trademarks of Rockwell Automation, Inc.
The following logos and products are trademarks of, or trademarked by, Rockwell Automation, Inc.:
RSBizWare, the RSBizWare logo, RSBizWare Batch, FactoryTalk Batch, RSBizWare BatchCampaign, RSBizWare
BatchHistorian, FactoryTalk Historian Classic for Batch, RSBizWare Historian, FactoryTalk Historian Classic,
RSBizWare MaterialTrack, FactoryTalk Batch Material Manager, and RSLoop Optimizer.
Any Rockwell software or hardware not mentioned here are also trademarks, registered or otherwise, of Rockwell
Automation Technologies, Inc.
Other Trademarks ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows
ME, Windows NT, Windows 2000, Windows Server 2003, Windows XP, and Vista are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the
United States and/or other countries.
Oracle is a registered trademark of Oracle Corporation.
All other trademarks are the property of their respective holders and are hereby acknowledged.
Warranty This product is warranted in accordance with the product license. The product’s performance may be affected by system
configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell
Automation is not responsible for these intervening factors. The instructions in this document do not cover all the
details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every
possible contingency during installation, operation, or maintenance. This product’s implementation may vary among
users.
This document is current as of the time of release of the product; however, the accompanying software may have
changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this
document or the software at anytime without prior notice. It is your responsibility to obtain the most current information
available from Rockwell when installing or using this product.
Contents
2 • System Requirements 7
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Configuration requirements for Windows Server 2003 SP2 . . . . . . . . . . . . . . . . . . . . . 9
Tested third-party software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Rockwell Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Anti-Virus software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
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Index 47
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The following sections describe new features that have been added to the FactoryTalk
Batch products, including FactoryTalk eProcedure® and FactoryTalk Material Manager,
in version 10.0:
New system requirements — Client support for Vista Business
Considerations when running on Windows Vista
These changes directly affect the user interfaces (splash screens, About boxes, some
dialog boxes) but do not affect the registry settings, executables, .DLLs, etc.
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• • • • •
1 • What’s New in Version 10.0
The goal of the site is to give users a place to share their best Integrated Architecture
applications, including logic, HMI and drive applications.
Batch View integration – contains several examples of VBA that can be used to help
integrate FactoryTalk Batch data and eProcedure manual work instructions into
FactoryTalk View displays.
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• • • • •
1 • What’s New in Version 10.0
The Print function in the Recipe Editor uses the configured Default Printer. If there is
no Default Printer specified you will be prompted to establish one the first time you
attempt to print. The Default printer can be set or changed without having to close the
Recipe Editor application. (#00118338)
There are known incompatibilities between Windows Vista and Visual Basic 6.
Container applications built on compatible platforms (like Windows XP or Windows
Server 2003) will run on Vista, however it is recommended that you not use Vista to
create or maintain such applications at design time. (#00118908)
All directories needed for Server Options configuration in the Equipment Editor must
contain at least one file in order to successfully “Open” (select) the directory path for
the Option, even though that file will not be used in the directory path, except for the
Equipment Database which requires the selection of a specific Area Model (.cfg).
(#00118358)
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2 System Requirements
Please review the following information before setting up your FactoryTalk® Batch
system, which includes FactoryTalk Batch Material Manager.
System requirements
This section presents the minimum and recommended system requirements to
successfully install and run FactoryTalk Batch Material Manager.
These requirements assume that no other applications will be running on the
computer, unless listed in the “Tested 3rd-Party Software” section.
A CD-ROM drive is required for software installation.
Ensure that all selected hardware is on the Microsoft® Windows™ Server 2003
Service Pack 2, Standard Edition, Windows XP™ Professional Service Pack 2, or
Windows Vista Business Service Pack 1 (client only, not server) compatibility list.
Systems that do not meet the minimum requirements for the version of software being
used are not covered under warranty.
The FactoryTalk Batch Server or Material Server computer cannot be configured as a:
Domain Controller
DHCP Server
WINS Server
RAS Server
DNS Server
Master Browser
Replication cannot be enabled on the FactoryTalk Batch Server computer.
Install FactoryTalk Batch software on an NTFS formatted hard drive, as Windows
security features are available only for drives formatted to use NTFS.
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The following is a list of the hardware and software required to install FactoryTalk Batch
Material Manager. The requirements listed are the minimum tested (and therefore
supported) requirements.
Server Client
(Windows Server 2003 SP2) (Windows XP, SP2 or (Windows Vista Business, SP1)
Windows Server 2003 SP2)
Computer 2.8 GHz Pentium 4 processor or 1.8 GHz Pentium 4 processor or 2.6 GHz Pentium 4 processor or
greater, including hyper- greater greater
threading models
Memory 1 GB RAM 512 MB RAM 1 GB RAM (2 GB RAM
(2 GB RAM recommended) (1 GB RAM recommended) recommended)
Available Hard 30 GB 12 GB 15 GB
Disk Space (60 GB recommended) (24 GB recommended) (30 GB recommended)
Monitor SVGA TrueColor with 2 MB of video RAM and 1024x768 resolution SVGA TrueColor with 2 MB of
video RAM and 1024x768
Recommended: Support for
DirectX 9 graphics (with WDDM
driver, 128 MB graphic memory
(minimum), Pixel Shader 2.0 in
hardware, 32 bits per pixel)
Mouse Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device
Operating Windows Server® 2003 SP2 Windows Server® 2003 SP2 Windows Vista® Business,
System Standard Edition Standard Edition or Windows XP Service Pack 1
Professional, Service Pack 2
Internet Explorer 7.0
English (United States)
Network 10 Megabit or faster Ethernet card, network cable
Network TCP/IP
Protocol
Backup Removable media device such as a CD-RW drive, etc.
Other Software FactoryTalk Batch, FactoryTalk Batch Material Manager, and FactoryTalk eProcedure are not warranted
to run with any other third-party software installed on the same PC, unless otherwise stated in writing by
Rockwell Automation.
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• • • • •
2 • System Requirements
The only configurations that are tested, and therefore warranteed, by Rockwell
Automation are as follows:
It is highly recommended that you use the default installation directories for all
components. The application, test suite, and associated documentation assume default
directories are used. Extensive unit and system testing by Rockwell Automation ensures
that all components function as one solution after the application is configured.
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Microsoft
Internet Explorer 7.x
Microsoft Office 2003
Visual Basic 6.0, Service Pack 6
SQL Server 2005, Service Pack 2 (English version only)
Oracle
Oracle 9i
Adobe
Acrobat Reader 8.1
Rockwell Software
RSLinx Classic 2.54.00
RSLogix 5000 V17
RSLInx Enterprise 5.17.00
FactoryTalk Activation 3.01.00
FactoryTalk Services Platform 2.10.01.16 (CPR9 SR1)
FactoryTalk View SE 5.00.00
Anti-Virus software
All Rockwell Software products in this release have been tested using the latest anti-virus
software. For more detailed information, refer to Rockwell Knowledgebase technical note
ID 35330 (you may be required to log into the Knowledgebase before you can view the
information).
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TCP/IP
Plant Floor
Proprietary Network
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Install the FactoryTalk eProcedure Server on the same computer as the FactoryTalk
Batch Server.
Install BatchCampaign on the same computer as the FactoryTalk Batch View.
The following table indicates the FactoryTalk Batch components that can reside on the
same computer. S represents the Server component and C represents the Client
component.
FactoryTalk S
eProcedure** C
FactoryTalk Batch S
Material Manager C
FactoryTalk Batch
S
C
S C S C S C
Material Manager
FactoryTalk Batch
eProcedure**
FactoryTalk
Batch
* BatchCampaign must be installed on the same computer as the FactoryTalk
FactoryTalk Batch View.
** FactoryTalk eProcedure Server must be installed on the same
computer as the FactoryTalk Batch Server.
Because of memory utilization, do not install the FactoryTalk eProcedure Client on the
same computer as the eProcedure and FactoryTalk Batch Servers.
FactoryTalk Activation
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• • • • •
3 • Setting Up a FactoryTalk Batch System
You can install the FactoryTalk Activation Server on the same computer as the
FactoryTalk Batch Server. The FactoryTalk Activation Server installation includes the
FactoryTalk Activation Client.
The FactoryTalk Batch Server computer requires the FactoryTalk Activation Client to
enable communication with the FactoryTalk Activation Server. If your FactoryTalk
Activation Server is not on the same computer as the FactoryTalk Batch Server then you
must install the FactoryTalk Activation Client on the FactoryTalk Batch Server computer.
We recommend installing the FactoryTalk Activation Server and the FactoryTalk Batch
Server on the same computer.
Batch Server
FactoryTalk Activation Server / Client
eProcedure Server
To obtain activation files for FactoryTalk Batch products you will need the
Host ID of the FactoryTalk Activation Server computer. The product keys
and serial numbers will be supplied with the software.
In this scenario, the Batch Server will not start unless valid activation
files are found for FactoryTalk Batch, FactoryTalk eProcedure and
FactoryTalk Material Manager.
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Use the following checklist when installing the Material Server and Client:
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• • • • •
4 • Install FactoryTalk Batch Material Server
3. In the Windows Components dialog box, select Application Server, and then click
the Details button.
4. In the Application Server dialog box, select Message Queuing, and then click the
Details button.
5. In the Message Queuing dialog box, clear Active Directory Integration.
Windows Server 2003 SP2 Standard Edition installs with Active Directory Integration
selected. This checkbox must be cleared before installing Message Queuing to avoid
Material Server failures when the Material Activity Journal is enabled.
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6. Click OK.
7. In the Application Server dialog box, click OK.
8. Click Next. The installation process begins.
9. Select Finish. Close the Add or Remove Programs dialog box.
Set up security
There are four preset domain user groups and one domain user account that must be
created prior to installation. These domain accounts are then added to the appropriate
COM+ roles during the installation. (See “Implementing Security” in the FactoryTalk
Batch Material Manager Administrator’s Guide.)
Log on to Windows
Log on to Windows with administrator privileges. Close any open applications.
The logged in user must be a member of the domain and also have local administrator
rights on the computer where the Material Server is being installed.
You must enable the service on both the Server and Client computers.
1. From the Start menu, point to Windows Firewall. The Windows Firewall dialog box
opens.
2. Select On.
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• • • • •
4 • Install FactoryTalk Batch Material Server
3. Click OK.
If the Windows Firewall was not enabled before installing the applications, run the
FactoryTalk Windows Firewall Configuration Utility on each computer in your Batch system
to add the required exceptions. (See "Configure the Windows Firewall" for more
information).
For a complete list of the exceptions added to Windows Firewall during FactoryTalk
Batch component installation, see the FactoryTalk Batch Administrator’s Guide.
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If the Microsoft .NET Framework is not already installed on your computer, you are
prompted to install it. When it is installed, the FactoryTalk Services Platform 2.10 (CPR 9
SR1) dialog box opens.
4. Click Next.
5. In the License Agreement dialog box, read the license agreement, and then select I
accept the terms in the license agreement. Click Next.
6. In the FactoryTalk Administration Console dialog box, select Install the
FactoryTalk Administration Console (if it is not already checked), and then click
Next.
The Configuring FactoryTalk Directory progress box opens. It shows you that any
existing FactoryTalk Directories have been backed up, the backup file name(s), and
the path to the backup files.
The FactoryTalk Directory is configured during the installation process. It can be run
manually, however, if you need to define or reset a disabled Administrator account. 61”
7. Click Finish, and then click Yes to restart your computer (if prompted to do so).
For more detailed information on FactoryTalk Directory installation and configuration, you
can view the FactoryTalk Administration Console help file (FTAdminEN.chm) located in
C:\Program Files\Common Files\Rockwell\Help.
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• • • • •
4 • Install FactoryTalk Batch Material Server
2. From the Welcome dialog box, click Install FactoryTalk Batch Material Manager.
The FactoryTalk Batch Material Manager Install Disk dialog box opens.
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8. Click the Space button (near the bottom of the dialog box) to confirm there is enough
disk space for installing the selected options. The Disk Space Requirements dialog
box opens. If there is not adequate space, the drive is highlighted.
9. Click OK. If there was not adequate space, either click Change to select a different
drive or move/delete files from the selected drive, and then continue with the
installation.
10. Click Next.
11. The System Setup dialog box opens.
If installing as part of an existing FactoryTalk Batch system, select Yes, I am
adding this computer to an existing FactoryTalk Batch System. Click Next.
The Existing Server Details dialog box opens. Enter the Server Node Name.
Click Next.
If installing as the first install of the FactoryTalk Batch module software, select
No, this will be the first computer in an FactoryTalk Batch System. Click
Next.
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• • • • •
4 • Install FactoryTalk Batch Material Server
13. Type the Domain/Workgroup Name, User Name, and Password for the FactoryTalk
Batch Material Manager Services Domain or Workgroup account. Click Next.
14. In the Ready to Install the Program dialog box, verify your selections. If anything is
incorrect, click the Back button and make the appropriate corrections. When you are
ready to proceed, click Install.
15. The Installing FactoryTalk Batch Material Manager dialog box opens. The
required operations are performed and the necessary files are copied to the hard drive.
16. When prompted, click Finish. Click Yes to restart your computer.
If you are not prompted to restart your computer, perform this function manually to ensure
the software is registered correctly.
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3. Select the JournalActive subkey and double-click the (Default) value on the right
side of the Registry window. The Edit String dialog box opens.
4. To enable material logging, type True in the Value box and click OK.
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• • • • •
4 • Install FactoryTalk Batch Material Server
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6. Click OK. The TCP Port 135 displays checked on the Exceptions tab.
7. On the Exceptions tab, click the Add Program button. The Add a Program dialog
box opens.
8. Click the Browse button and navigate to \windows\system32\ and select dllhost.exe.
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• • • • •
4 • Install FactoryTalk Batch Material Server
10. Select File and Printer Sharing from the Programs and Services area of the
Windows Firewall dialog box.
11. Click the Edit button. The Edit a Service dialog box opens.
12. Make sure that TCP Port 139 and UDP Port 137 are both enabled (checked).
13. Click OK to close the dialog box. The Exceptions tab should resemble the following
illustration:
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• • • • •
4 • Install FactoryTalk Batch Material Server
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Set up security
There are four preset domain user groups and one domain user account that must be
created prior to installation. These domain accounts are then added to the appropriate
COM+ roles during the installation. (See “Security Implementation” in the FactoryTalk
Batch Material Manager Administrator’s Guide.)
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• • • • •
5 • Install FactoryTalk Batch Material Client
Log on to Windows
Log on to Windows with administrator privileges. Close any open applications.
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If the Microsoft .NET Framework is not already installed on your computer, you are
prompted to install it. When it is installed, the FactoryTalk Services Platform 2.10 (CPR 9
SR1) dialog box opens.
4. Click Next.
5. In the License Agreement dialog box, read the license agreement, and then select I
accept the terms in the license agreement. Click Next.
6. In the FactoryTalk Administration Console dialog box, select Install the
FactoryTalk Administration Console (if it is not already checked), and then click
Next.
The Configuring FactoryTalk Directory progress box opens. It shows you that any
existing FactoryTalk Directories have been backed up, the backup file name(s), and
the path to the backup files.
The FactoryTalk Directory is configured during the installation process. It can be run
manually, however, if you need to define or reset a disabled Administrator account. (See
“Running the FactoryTalk Directory Configuration Wizard” for more information.)”
7. Click Finish, and then click Yes to restart your computer (if prompted to do so).
For more detailed information on FactoryTalk Directory installation and configuration, you
can view the FactoryTalk Administration Console help file (FTAdminEN.chm) located in
C:\Program Files\Common Files\Rockwell\Help.
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• • • • •
5 • Install FactoryTalk Batch Material Client
1. Insert the FactoryTalk Batch Material Manager installation CD into the CD-ROM
drive. The FactoryTalk Batch Material Manager CD has the Autorun feature enabled
so the installation process starts automatically.
To start the installation manually, click the Start button, and then select Run. In the Run
dialog box, type d:\setup (where d is the drive letter for your CD-ROM drive), and then click
OK.
2. In the FactoryTalk Welcome dialog box, select Install FactoryTalk Batch Material
Manager. The FactoryTalk Batch Material Manager Install Disk dialog box
opens.
If the installation program detects an existing FactoryTalk Batch installation, it gives you the
option to remove the current installation. You must remove the existing version of the
software before installing the upgrade. See “Uninstalling the FactoryTalk Batch
applications” for instructions on removing the current installed version.
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7. Click the Space button (near the bottom of the dialog box) and confirm there is
enough disk space to install the selected options. The Disk Space Requirements
dialog box opens. If there is not adequate space, the drive is highlighted.
8. Click OK. If there was not adequate space, either click Change to select a different
drive or move/delete files from the selected drive, then continue with the installation.
9. Click Next. The Existing Server Details dialog box opens.
10. Enter the FactoryTalk Batch Material Server or FactoryTalk Batch Server computer
name for the Server Node Name. Click Next.
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• • • • •
5 • Install FactoryTalk Batch Material Client
11. In the Ready to Install the Program dialog box, verify that the information shown is
correct. If anything is incorrect, click Back and make the appropriate corrections,
otherwise click Install.
12. The Installing FactoryTalk Batch Material Manager dialog box opens. The
required operations are performed and the necessary files are copied to the hard drive.
13. When prompted, click Finish. Click Yes to restart your computer, if prompted.
If you are not prompted to restart your computer, perform this function manually to ensure
that the software is registered correctly.
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eProcedure files
Before uninstalling RSBizWare eProcedure 9.x, back up all instruction files associated
with eProcedure, close all applications, and stop all Batch services.
Instruction files
User.asp files (if customized)
eProcedure databases
Any customized files that support the User.asp
MaterialTrack files
Materialserver.log file (Batch\bin folder)
MaterialBasedRecipe database
MaterialBasedRecipe_MAJ database
Sample2_Materials database (if used)
Any other material-based recipe databases unique to your facility
Allow the message queue that handles communication between the Material Server and
the Material Activity Journal to clear before proceeding.
1. Click the Start button, point to Programs > Administrative Tools, and then select
Computer Management. The Computer Management window opens.
2. Expand Services and Applications, expand Message Queuing, and then select the
Private Queues folder. The list of queues displays in the right pane.
3. Wait until the number of messages in the materialtrack, materialtrack_0, and
material_track0-4 queues reaches 0 (zero).
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• • • • •
A • Uninstalling the FactoryTalk Batch Applications
Before running the uninstall program, you must disable the Material Server.
1. On the Master Node computer in your RSBizWare\FactoryTalk system, open the
Network Editor.
To identify the Master Node, open the Network Editor on any computer. In the left
pane select Network Model. In the right pane, the name of the Master Node displays
after User Name (ignore \username if present).
2. In the left pane, right-click the Material Server, and then select Remove Server.
3. Click the Synchronize button.
4. From the File menu, select Exit, and then click Yes to exit the Network Editor.
Before you can shut down the COM+ application, you need to disable the security.
1. Click the Start button, point to Programs > Administrative Tools, and then select
Component Services. The Component Services window opens.
2. Expand Components Services, expand the Computers folder, expand My
Computer, and then select the COM+ Applications folder. The COM+ applications
display in the right pane.
3. Right-click MaterialTrack, and then select Properties. The MaterialTrack
Properties dialog box opens.
4. Select the Advanced tab, and then clear the Disable deletion and Disable changes
options.
5. Click OK.
6. Right-click MaterialTrack, and then select Properties. The MaterialTrack
Properties dialog box opens.
7. Select the Security tab, clear Enforce access checks for this application, and select
Perform access checks only at the process level. Security property will not be
included in the object context. COM+ security call context will not be available.
8. Click OK.
9. Right-click MaterialTrack and select Shut down.
10. Close the Component Services window.
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1. Click the Start button, point to Control Panel, and the select Add/Remove
Programs. The Add/Remove Programs dialog box opens.
2. To uninstall the FactoryTalk Batch Client or Server, select FactoryTalk Batch, and
then click Remove. A message box opens prompting you to confirm the removal.
3. Click Yes. The uninstall program runs and removes Batch.
4. To uninstall RSBizWare eProcedure, select RSBizWare eProcedure, and then click
Remove. A message box opens prompting you to confirm the removal.
5. Click Yes. The uninstall program runs and removes eProcedure. You may be prompted
to restart the computer.
6. To uninstall the RSBizWare MaterialTrack Client or Server, select RSBizWare
MaterialTrack, and then click Remove. A message box opens prompting you to
confirm the removal.
7. Click Yes. The uninstall program runs and removes MaterialTrack.
8. Restart the computer.
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• • • • •
A • Uninstalling the FactoryTalk Batch Applications
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1. Click the Start button, and then select Run. The Run dialog box opens.
2. In the Open box, type regedt32, and then click OK. The Registry Editor opens.
3. Expand HKEY_LOCAL_MACHINE on Local Machine.
4. Double-click the SOFTWARE subkey.
5. Select the BATCHCTL subkey, and then press the DELETE key. A warning box
opens prompting you to confirm the deletion.
6. Click Yes.
7. Close the Registry Editor.
The FactoryTalk Batch applications have been removed from the computer.
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Index
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