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FactoryTalk Optix Studio Help

Getting started
Become familiar with the terminology, design concepts, and workflows present in the FactoryTalk® Optix™ environment and create your first project.
Creating projects
Create a project and your application logic.
- Projects
  A project contains different components that you use to create FactoryTalk Optix Applications.
- Version control
  Create versions of a project by committing changes that you make. By default, all projects have version control.
- Communication drivers
  Use communication drivers to establish connections with controllers and import tags. Use controller tags to design application logic.
- OPC UA
  FactoryTalk Optix Studio is compliant with the OPC UA (OPC Unified Architecture) standard and can communicate with any OPC UA client or server.
- Graphic objects
  Use predefined graphic objects to add visual components to FactoryTalk Optix Applications. Use Presentation Engines to display the UI at runtime on different viewports.
- Libraries
  Libraries contain object definitions that you can add to your projects.
- Project nodes
  Use the Project view pane to create and manage the contents of a project. Project view displays a tree structure comprised of nodes. The nodes are objects and variables organized in folders.
- Dynamic links
  Dynamic links join a parent node (variable) with a source node (another variable or object property).
- Converters
  Use converters to transform the source value and then assign the value to the parent node.
- Events
  An event is a message that generates at runtime to indicate that a certain situation has occurred.
- Aliases
  An alias is a variable type that points to a source node with a NodeId property. Aliases allow you to have instances of an object display different values. For example, using an alias, an instance of a single motor faceplate can show data for multiple motors dynamically.
- Alarms
  An alarm is an event that indicates the status of a process or machine at runtime. Alarms indicate that something requires attention or intervention, such as a variable reaching a critical value. For example, a temperature variable may change from the normal set value and activate the alarm.
- Recipes
  Recipe schemas contain the list of ingredients to use in recipes in your manufacturing system. Modify a recipe using the editor.
- Logger
  A logger object records data and stores it in a database.
- Database
  A Database object represents a project-embedded database or an external database.
- Reports
  Use a Reports object to design, layout, and generate PDF reports. Reports can include data extracted from FTOptixApplication and databases.
- Users, groups, and roles
  Users, groups, and roles are part of a security policy and determine how user access is controlled for an application at runtime. Add and manage users and groups from the dashboard page or Project view.
- Authentication
  Select the user authentication modes available at runtime and configure the required password policy for users defined in FactoryTalk Optix Studio.
- Translations
  Translation allows users in different locales to use FactoryTalk Optix Studio applications because the application displays in the language of the user at runtime. Use a localization dictionary to translate text strings shown in messages and on labels and switches in your project at runtime.
- Audit signing
  Audit signing enforces additional confirmation for critical tasks and improves the security of your project. Set up audit signing to trigger an electronic signature workflow for specific users or groups when they access selected FactoryTalk Optix Application areas or perform specific actions.
- Retentivity storage
  Retentivity storage enables you to retain changes made to the project at runtime in a data store.
- FTP
  File Transfer Protocol (FTP) is used to communicate and transfer files between computers that are on a Transmission Control Protocol/Internet Protocol (TCP/IP) network.
- IoT
  The Inter of Things (IoT) describes physical objects that are embedded with sensors, controllers, software, and other technologies that connect and exchange data with other devices and systems over communication networks.
- Sessions and locales
  A session is a runtime context in which a user executes read and/or write operations based on their permissions.
- System object
  The System object provides the network configuration for your system through network and IP settings. Add the System object to access system settings such as date and time and IP addresses of the network interfaces at runtime or to restart the system.
- File signature and verification
  Sign files electronically and verify the integrity of the signed files.
- Extended properties
  Use extended properties to add extra information to tags and data types.
- Direct Drives Connectivity
  Use Direct Drive Connectivity feature in your projects to enable PowerFlex drives.
- Object and variable references
  This section contains information about using the FactroyTalk Optix application interface objects and variables and a reference of the properties and values of each item.
  - EngineeringUnits
  - FTOptix-Alarm
  - FTOptix-AuditSigning
  - FTOptix-CODESYS
  - FTOptix-CommunicationDriver
  - FTOptix-Core
  - FTOptix-CoreBase
  - FTOptix-DataLogger
  - FTOptix-EventLogger
  - FTOptix-HMIProject
  - FTOptix-InfluxDBStore
  - FTOptix-MelsecFX3U
  - FTOptix-MelsecQ
  - FTOptix-MicroController
  - FTOptix-Modbus
  - FTOptix-NativeUI
  - FTOptix-NetLogic
  - FTOptix-ODBCStore
  - FTOptix-OmronEthernetIP
  - FTOptix-OmronFins
  - FTOptix-OPCUAClient
  - FTOptix-OPCUAServer
  - FTOptix-RAEtherNetIP
  - FTOptix-Recipe
  - FTOptix-Report
  - FTOptix-Retentivity
  - FTOptix-S7TCP
  - FTOptix-S7TiaProfinet
  - FTOptix-SerialPort
  - FTOptix-SQLiteStore
  - FTOptix-Store
  - FTOptix-System
  - FTOptix-TagImporter
  - FTOptix-TwinCAT
  - FTOptix-UI
    - DataTypes
      - Advanced SVG image property
        Name of the property to edit
      - Colorization mode
        Set the colorization mode which will be used when applying the selected color to the image
      - ComboBox mode
        Choose how to display text in the ComboBox selected item
      - Content horizontal alignment
        Horizontal alignment of the element to the container
      - Content vertical alignment
        Vertical alignment of the element to the container
      - DateTime picker input format
      - DropDown button animation
        Animation that is performed while changing to a new panel
      - Motion curve
        Defines the moving behavior for the animation
      - Text trimming
        How to trim text if is longer than the control
      - Fill mode
        How the image adapts to the container size
      - Font
        Font family to use when rendering text
      - Font weight
        Thickness of the font when rendering text
      - Header icon position
        Position of the expanding arrow of the header
      - Horizontal alignment
        Alignment of the object on the horizontal axis. Left: the left side is positioned on the left side of the container, except for the left margin; Right: the right side is positioned on the right side of the container, except for the right margin; Center: the center of the object is positioned in the center of the container, except for the left and/or right margins; Stretch: object width equals container width, except for the left and/or right margins
      - Horizontal position
        Horizontal position between text and control
      - Input type
        How text is input to the control
      - Tab position
        Position of the tabs for the control
      - Orientation
        How the control is rendered
      - PanelLoader animation
        Animation that is performed while changing to a new panel
      - Zoom mode
        How the PDF is adapted to the container
      - Percentage
        Percentage of the hole related to the whole object
      - Position
        Alignment of the control to the container
      - Position
        Position of the scale relative to the control
      - Reference time zone
        Time zone for displaying the date and time on the X axis. (UTC: time zone standard; Locale: time zone of the device from which the data is generated; Session: session time zone). To record the data displayed in local time zone, enable the Log Local Time property of the Data logger object
      - Scale position
        Position of the scale relative to the slider
      - Scroll axes enabled
        Which scroll axes to show if element is bigger than the control
      - Size
        Size of the element
      - Snap position
      - Sorting
        How elements are sorted in the control
      - Text horizontal alignment
        Indicates where the text is positioned on the horizontal axis
      - Text vertical alignment
        Indicates where the text is positioned on the vertical axis
      - Trend mode enum
      - Value change behavior
        Mode of updating text when the user writes in the text box. At end of typing: update the value after the user has pressed Enter with either physical or virtual keyboard (pressing Esc or clicking outside the object, the previous text is restored); When typing: in real-time when writing
      - Vertical alignment
        Alignment of the object on the vertical axis. Top: the top side is positioned on the top side of the container, except for the top margin; Bottom: the bottom side is positioned on the bottom side of the container, except for the bottom margin; Center: the center of the object is positioned in the center of the container, except for the top and/or bottom margins; Stretch: object height equals container height, except for the top and/or bottom margins
      - Vertical position
        Vertical position between text and control
    - ObjectTypes
    - VariableTypes
  - FTOptix-WebUI
  - OPC-UA
Extending projects
Use C# to implement custom functionalities into your application logic.
Deploying projects
Compile projects to FactoryTalk Optix Applications and then deploy the applications to target devices.
Tutorials
Tutorials and short procedures to help with designing your own FactoryTalk Optix Applications.
21CFR Part 11 Regulation Compliance
Get acquainted with specific FactoryTalk® Optix setup instructions to comply with the 21 CFR Part 11 Regulation.

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