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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.

      • Configure a local library

        Configure a custom local library to store templates of objects and variables.

      • Configure a remote library

        Configure a remote library to store templates of objects and variables on a remote Git repository.

      • Create a library folder

        Create a folder in a local or remote library to organize the templates that belong to that library.

      • Commit a library

        Commit changes to a local or remote library to save changes on the local computer only. Committed changes are not backed up (or pushed) to a remote repository.

      • Push a library

        Push a remote library to a remote Git repository to make the changes available to other users of the remote library.

      • Pull a library

        Pull the most recent version of the remote library from a Git repository.

      • View and restore library versions

        View the Git version history of the local or remote library. Restore the local or remote library to a specific commit.

      • Delete a library

        Delete a library or a library folder.

      • Templates

        Add templates into custom local or remote libraries. Templates help prevent you from having to create each node from scratch.

        • Create a template

          Use a template to create objects, object types, and variables that have similar attributes.

        • Search for a template

          Search libraries for a template and filter the results.

        • Import a template

          Place a template in a node in Project view to add the object, object type, or a variable to the project.

        • Delete a template

          Delete a template from a library that you no longer need.

      • Widgets

        Widgets are pre-configured objects that allow you to interact with and configure the device at runtime. For example, set the date and time and or load the FactoryTalk Optix Application on the device.

    • 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.

  • 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.

Templates

Add templates into custom local or remote libraries. Templates help prevent you from having to create each node from scratch.
To manage templates:
  • Create a template
  • Search for a template
  • Import a template
  • Delete a template

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