Become familiar with the terminology, design concepts, and workflows present in the FactoryTalk® Optix™ environment and create your first project.
Create a project and your application logic.
A project contains different components that you use to create FactoryTalk Optix Applications.
Create versions of a project by committing changes that you make. By default, all projects have version control.
Use communication drivers to establish connections with controllers and import tags. Use controller tags to design application logic.
FactoryTalk Optix Studio is compliant with the OPC UA (OPC Unified Architecture) standard and can communicate with any OPC UA client or server.
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 contain object definitions that you can add to your projects.
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 join a parent node (variable) with a source node (another variable or object property).
Use converters to transform the source value and then assign the value to the parent node.
An event is a message that generates at runtime to indicate that a certain situation has occurred.
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.
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.
Recipe schemas contain the list of ingredients to use in recipes in your manufacturing system. Modify a recipe using the editor.
A logger object records data and stores it in a database.
A Database object represents a project-embedded database or an external database.
Use a Reports object to design, layout, and generate PDF reports. Reports can include data extracted from FTOptixApplication and databases.
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.
Select the user authentication modes available at runtime and configure the required password policy for users defined in FactoryTalk Optix Studio.
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 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 enables you to retain changes made to the project at runtime in a data store.
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.
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.
A session is a runtime context in which a user executes read and/or write operations based on their permissions.
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.
Sign files electronically and verify the integrity of the signed files.
Use extended properties to add extra information to tags and data types.
Use Direct Drive Connectivity feature in your projects to enable PowerFlex drives.
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.
Expand or collapse content blocks when a user selects content blocks
Content of an Accordion object
Header of an Accordion object
Style for accordions
Displays an SVG Tiny 1.2 image and makes it possible to change the properties of individual parts of the image at design time or at runtime
SVG element property
Base object used to create UI elements
Animation executed on each variable change
Generate events to run methods
Style for buttons
Style for charts
Set and view a Boolean value using select/unselect
Set and/or display a whole number value within a range of possible values
Panel that automatically arranges the directly child graphical objects vertically next to each other
Drop-down selection whose elements are obtained from a model of the project nodes or from one or more database tables
Container of FTOptix elements
Visual style of the object
Table that presents data obtained from project nodes or from one or more database tables
Data grid object column
Data grid object column that contains data represented in textual and editable format
Data grid object column that contains data represented with images
Data grid object column that contains data represented in textual format
Style for data lists
Time X axis of a Trend Graph
Display DateTime data
Button that needs to be selected for a certain predefined time interval before activating the action associated with it
Window that can be made modal, i.e. not allowing interaction with other interface elements
Button that opens/closes a pop-up panel when selected
Display Duration data
Display an editable text
Ellipse that can be adapted according to the design needs
Style for gauges
A module consisting of a set of columns and rows used to arrange child objects in a grid design
Properties for graphic object placement in a grid layout
Display model or database data in a histogram
Style for histogram charts
Event that is triggered when the user is not interacting with any UI control for a certain amount of time. This is typically used to perform a logout or to trigger a screen-saver
Display an image
Style for input controls
Generic FTOptix element
Visualizes a text
Styles for labels
Display a Boolean value as an LED that is on or off
List whose selectable elements are obtained from project nodes or from one or more database tables
Button whose value is set for a minimum time (if set) or as long as it is held down, but not longer than a maximum time (if set)
Event that is triggered when the left mouse button is pressed and then released
Event that is triggered when the left mouse button is pressed twice in a short time
Event that is triggered when the left mouse button is pressed (falling edge)
Event that is triggered when the left mouse button is released (rising edge)
Based on the current state value, displays a specific image
Panel that contains other panels and automatically organizes them into navigable tabs
Panel that can be displayed in a navigation panel object
Style for navigation panels
A single animation
Simple objects container. Display the graphical objects it contains and that can be a selectable area
Container that displays different alternative panels at runtime according to the set logics
Multiple animations are performed at the same time
Display a PDF file at runtime
Display model or database data in a pie chart
Style for pie charts
PolyLine that can be adapted to fit the design needs
A window that appears in response to a user interaction. Can be used for error handling, confirmation messages, status notifications, or other just-in-time user information
Create interactive sessions at runtime
Selects a mutually exclusive option in a group of options
Rectangle that can be adapted to fit the design needs
Panel that automatically arranges the directly child graphical objects horizontally next to each other
Panel that automatically scales the child graphical objects
Graphical container, typically used to create HMI pages
Style for scrollbars
Panel with the possibility of scrolling, to display content larger than the panel itself
Animations are performed in the specified order
Sparkline
Increase/decrease a numerical value using buttons or keyboard
Set the styles of graphical objects, either globally or for specific object classes
Set and display a Boolean value
Style for switches
Insert and view a text at runtime
A button that can be toggled on or off
Style for tooltips
View the trend of the values of one or more variables read in real time and/or logged
Trend threshold
Manage the idle timeout and the interactive session locale
Event that is triggered when the user changes the current value or status of the control
Event that is triggered when the text is changed by the user
Event that is triggered when the user changes the value of the control
Y axis of the values of a Trend Graph
Plays a video at runtime
Range of values to display with a specific color in a linear Indicator or circular Indicator object
Display an online web page or a local HTML file at runtime
Root graphic container. In a Presentation engine this can be set to determine the initial user interface at runtime
Displays the value of two-dimensional variables in a Cartesian chart
XY chart object pen that draws a line whose points represent both dimensions of a two-dimensional matrix variable
Line that is used to draw data in an XY chart
Pen that is used to draw data in a XY chart
XY chart object pen. Draws a line whose values represent both dimensions of a two-dimensional matrix variable and links the first and last point drawing a polygon
XY chart object pen that draws a line whose points represent the X and Y coordinates of two variables X and Y
Use C# to implement custom functionalities into your application logic.
Compile projects to FactoryTalk Optix Applications and then deploy the applications to target devices.
Tutorials and short procedures to help with designing your own FactoryTalk Optix Applications.
Get acquainted with specific FactoryTalk® Optix setup instructions to comply with the 21 CFR Part 11 Regulation.
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