FactoryTalk Optix Portfolio Technical Documentation

The FactoryTalk® Optix™ portfolio combines cloud-based software and hardware devices to offer a flexible solution built for openness and extensibility:

Cloud-based software enables you to create innovative designs and scale through seamless access to physically distant sites.
Flexible target devices include ControlLogix® Embedded Edge Compute modules, OptixPanel™ graphic terminals, and ASEM™ 6300 industrial PCs.

New to FactoryTalk Optix?

Start with these resources to help you select what you need:

FactoryTalk Optix Installation Guide
FactoryTalk Optix Online Help
FactoryTalk Optix Getting Started videos
FactoryTalk Optix Solutions Application Technique (view online or download the PDF)

Reference Architectures

Sizing examples

Runtime entitlements are based on the number of feature tokens that your application requires. The examples given in this section are typical applications; your own architecture may be different than what is shown.

Target devices

FactoryTalk Optix lets you connect various target devices to your reference architecture. You can connect both Rockwell Automation® and third-party devices.

Design and Deployment Data Flow Diagram
Runtime Application Protocol Diagram

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Design and Deployment Data Flow Diagram

This image depicts a FactoryTalk Optix Design and Deployment reference architecture. — Download the FactoryTalk Optix Design and Deployment Data Flow diagram.

FactoryTalk Optix applications can be deployed to a wide variety of devices.

Deployment Options

Target Device	Detail
OptixPanel Compact	Includes FactoryTalk Optix Runtime Small Optional license upgrade to Medium Includes FactoryTalk Remote Access Basic
OptixPanel Standard	Includes FactoryTalk Optix Runtime Medium Optional license upgrade to Large Includes FactoryTalk Remote Access Pro
Embedded Edge Compute Module (1756-CMEE1Y1)	Includes FactoryTalk Optix Runtime Extra-Small Optional license upgrade to Small, Medium, or Large Includes FactoryTalk Remote Access Pro
x86 Industrial PCs and Servers	Support for Linux Ubuntu 22 and Windows operating systems Must install FactoryTalk Optix Runtime Tools Optionally, install FactoryTalk Remote Access for remote deployment
Docker Container	Support for Linux Ubuntu 22 operating system containers Must build the container image including FactoryTalk Optix Runtime Tools See FactoryTalk Optix GitHub for implementation details. Search for 'Docker.'

Runtime Application Protocol Diagram

This image depicts a FactoryTalk Optix runtime reference architecture. — Download the FactoryTalk Optix Runtime Application Protocol diagram.

FactoryTalk Optix provides a wide variety of built-in, reliable connectivity options – from the controller to the cloud.

Preferred connectivity to ControlLogix, CompactLogix, Micro800, and MicroLogix controllers
Native integration of the OPC UA information model and can communicate with any OPC UA client or server
MQTT client connectivity for pub/sub plus an embedded MQTT broker
Connectivity to REST servers
Database options include: Embedded SQLite, External InfluxDB, and ODBC support for MySQL and MS SQL Server
Web client connectivity with secure web server capabilities
Azure connectivity via Azure Event Grid

Third-party driver support includes:

Beckhoff TwinCAT
CODESYS
Mitsubishi MELSEC FX3U and Mitsubishi MELSEC Q/FGX5U
Modbus
Omron EtherNet/IP and Omron FINS
Serial Communications
Siemens S7 TCP and Siemens S7 TIA PROFINET

How to Access FactoryTalk Optix Portfolio

FactoryTalk Hub

FactoryTalk Optix software is part of the FactoryTalk® Hub® cloud software that provides centralized, on-demand design tools that empower companies to scale production, adapt to new customer demands and optimize the performance of their automation systems.

FactoryTalk Optix

FactoryTalk Optix software is an open, scalable visualization platform with options. FactoryTalk Optix Studio™ software is the integrated design environment where you create HMI applications. FactoryTalk Optix Runtime software runs on target devices.

FactoryTalk Remote Access

The FactoryTalk® Remote Access™ solution supports the maintenance of operations with remote access via VPN. Also, in situations where operational plants are remote, the solution lets you investigate and resolve issues before planning travel to the site.

Install your products

These links provide installation instructions for the products supported in the FactoryTalk Optix portfolio:

How to Create a Project

Create a project

Before you can use FactoryTalk Optix software, you must first create a project, which is also referred to as an application.

Tutorials

These tutorials describe how to create the different components you can add to a project to meet your application needs:

For additional demos, samples, and trainings, visit Rockwell Automation's GitHub.

Deploy a project

After you create your project, you need to deploy it to a target device.

FactoryTalk Optix Playlist

Video

FactoryTalk Optix Playlist

Don’t wait any longer and get designing, testing and deploying applications with new collaborative workflows directly from a web browser. Check out our how-to video series to see how easy it is to get started.

Watch now on YouTube

FactoryTalk Optix Resources

New to FactoryTalk Optix?

Reference Architectures

How to Access FactoryTalk Optix Portfolio

How to Create a Project

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