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FactoryTalk Optix v1.7
A broad modernization release centered on scalable recipes, data-driven UI, runtime diagnostics, resilient MQTT, stronger security, and tighter engineering integration.
Key changes
- Redesigned Recipe module: Supports unlimited parameters, concurrent editing, object-aware schemas, richer methods, metadata, and a ListView-based recipe widget.
- ListView and engineering diagnostics: Adds virtualized data lists, broken-link detection, UI scaling, Web UI automation identifiers, and runtime performance improvements.
- Resilient MQTT and Azure connectivity: Adds DataLogger publishing, store-and-forward, Azure publish/subscribe, and Last Will and Testament support.
- Enterprise integration and security: Adds FTDS integration, protected third-party drivers, AssetCentre recovery, PlantPAx 5.20, OAuth 2.0, and LDAPS.
View all documented changes
The release overview places security under Expanded Architectures and Alarm Widget improvements under Core Capabilities. Their detail slides use different section labels; this timeline follows the overview for consistency.
Core capabilities
- Redesigned Recipe module Supports unlimited parameters, concurrent runtime editing, object-aware parameters, expanded OPC UA methods, and user metadata. PDF p. 5
- Recipe schema configurator Adds a design-time configurator for creating and previewing recipe schemas. PDF p. 6
- Recipe application widget Provides a new ListView-based widget for browsing and operating recipe data. PDF p. 7
- ListView and ListViewRow Render Model, database, and Recipe Schema sources with sorting, filtering, and virtualization for large datasets. PDF pp. 8-9
- Unresolved and broken link view Finds invalid DynamicLinks, unresolved DynamicLinks, and broken NodePointers. PDF p. 10
- Runtime UI scaling Adds a per-session, per-origin persistent scaling factor for DPI and responsive-design scenarios. PDF p. 11
- Web UI automation identifiers Optionally emits data-automationid attributes to support automated Web UI testing. PDF p. 12
- Library workflow improvements Adds Content and Info tabs, type detection, dependency handling, and fewer dialog interactions. PDF p. 13
- Reports on headless devices Generates reports on 1756-CMEE and OptixEdge devices running firmware 6.0.3.x or later. PDF p. 14
- Image tile fill mode Adds tiled rendering for Image, MultiStateImage, and AdvancedSVGImage objects. PDF p. 15
- Virtual Keyboard improvements Shows engineering units and ranges, opens from non-input controls, and supports signed-number entry. PDF p. 16
- Runtime performance improvements Optimizes deployed DynamicLinks, alarm-memory use, Web Presentation Engine performance, and page changes. PDF p. 17
- Text trimming Adds a text-box option for handling content that exceeds the available display area. PDF p. 3
- User-defined project template improvements Adds favorites, display names, descriptions, filtering, and a clear edit-mode banner. PDF p. 20
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SD-card file storage
Makes SD-card paths available to File System Browser, Select File, and FTP Server through the %SD
% syntax. PDF p. 21 - Alarm Widget improvements Adds small-screen layouts, predefined and custom filters, and simpler configuration. PDF pp. 3, 26
Data connectivity
- Logix extended-property pass-through Passes supported extended tag properties through to connected application data. PDF p. 29
- MQTT DataLogger publishing Publishes DataLogger records directly through the MQTT client. PDF p. 30
- MQTT Last Will and Testament Configures an LWT message that the broker publishes after an unexpected client disconnect. PDF p. 31
- MQTT client store-and-forward Buffers 1 to 100,000 messages and can overwrite the oldest messages when the buffer is full. PDF p. 32
- Azure Connector Supports IoT Hub publishing, Event Grid publish/subscribe, MQTT 3.1.1 and 5.0, DataLogger publishing, LWT, and guided setup. PDF p. 33
Expanded architectures
- Project-secret password policies Adds password-complexity rules for user-provided project-secret encryption. PDF pp. 3, 18
- OAuth 2.0 for the Web UI Extends OAuth 2.0 authentication to Web UI sessions. PDF pp. 3, 18
- Secure LDAP Adds LDAPS support for encrypted directory communication. PDF pp. 3, 18
- Allowed local Web Presentation sources Restricts which local sources the Web Presentation Engine can load. PDF p. 19
- Beckhoff TwinCAT tag import Imports Beckhoff tags through design-time NetLogic. PDF p. 23
- Protected Siemens and CODESYS communication Adds password-protected Siemens access and user, password, and certificate protection for CODESYS. PDF p. 23
- FactoryTalk AssetCentre integration Adds disaster-recovery integration for FactoryTalk Optix applications. PDF p. 3
- PlantPAx Process Library 5.20 Adds support for the PlantPAx 5.20 process library. PDF p. 3
Digital design experience
- FactoryTalk Design Studio runtime communication Connects to FTDS controllers at runtime and recognizes FTDS device names. PDF p. 25
- FactoryTalk Design Studio online tag import Imports online Logix tags, including routine-scoped tags, from FTDS projects. PDF p. 25
- Tag Importer auto-refresh control Allows automatic Tag Importer refresh to be enabled or disabled. PDF p. 3
- Git workflow improvements Adds asynchronous retrieval, repository navigation links, identity management, project repository details, and GitLab subgroup support. PDF p. 27
Source: FactoryTalk Optix v1.7 release presentation. Overview p. 3; detailed feature pages are cited above.
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FactoryTalk Optix v1.6
This release emphasized reusable project foundations, structured-data engineering, automated delivery, Rockwell Automation connectivity, resilient edge data, and container export.
Key changes
- Reusable project templates and structured data: Standardizes project foundations and makes structured datatypes easier to display, edit, and bind.
- Automated build and library workflows: Adds Studio CLI build and deployment plus design-time NetLogic library import.
- Expanded industrial and edge connectivity: Adds RA EtherNet/IP, MQTT improvements, InfluxDB 3.0, Smart Objects, stored procedures, and enhanced CODESYS support.
- ThinManager container export: Packages FactoryTalk Optix applications for Ubuntu thin clients managed through ThinManager.
View all documented changes
The structured Model-to-controller-tag single DynamicLink shown on p. 11 is marked as coming in v1.7 and is intentionally excluded from this v1.6 inventory.
Core capabilities
- User-defined project templates Package layouts, screens, widgets, faceplates, users, groups, and system objects as reusable project starters with emulation and version-control support. PDF pp. 6-7
- Structured datatype editing Displays and edits structures directly in Studio and supports DynamicLinks to individual elements. PDF pp. 8-10
- Structured Model-to-OPC UA binding Binds compatible structured Model data to OPC UA data with one DynamicLink. PDF pp. 8-10
- Custom Virtual Keyboard Supports reusable keyboard templates, language switching, target inputs, and Web-session display. PDF pp. 12-13
- ScrollView controls Adds position calculation, step scrolling, and a method to scroll to a child object. PDF p. 14
- Screen and Rectangle styles Makes Screen and Rectangle appearance configurable through stylesheets. PDF p. 15
- Typed Key-Value Converter maps Preconfigures converter entries with explicit data types. PDF p. 16
- Alarm Widget improvements Adds status and inhibit sorting, responsive behavior, retained settings, and guidance for logging comments. PDF p. 17
- User-password project-secret encryption Encrypts local project secrets with a password supplied by the user. PDF p. 18
- FactoryTalk Optix Studio CLI Automates project build, deployment, and export from the command line. PDF pp. 19-20
- Library import through NetLogic Uses the design-time C# API to import library objects and handle naming conflicts. PDF p. 21
Data connectivity
- Rockwell Automation EtherNet/IP driver Adds the RA EtherNet/IP communications driver. PDF p. 4
- Logix Block Read Adds block-read support for Logix controller data. PDF p. 4
- FTDS controller support Introduces FactoryTalk Design Studio controller connectivity. PDF p. 4
- MQTT Broker credentials Protects broker access with username and password authentication. PDF p. 25
- Plain-text MQTT subscription Subscribes to and consumes plain-text MQTT messages. PDF p. 26
- Custom MQTT publish payloads Formats outgoing payloads as custom JSON or plain text. PDF pp. 27-29
- Store-and-forward overwrite Optionally overwrites the oldest buffered records to preserve the newest continuous data. PDF p. 31
- InfluxDB 3.0 and Cloud Serverless Sends operational data to the current InfluxDB 3.0 and serverless services. PDF p. 32
- Smart Objects import Imports Logix Smart Object information models on Windows and OptixPanel through the supplied script. PDF pp. 33-34
- Stored procedure execution Runs SQL stored procedures from NetLogic through Microsoft.Data.SqlClient and an ODBC Store. PDF p. 35
- CODESYS Gateway deployment Automatically deploys the gateway on OptixPanel, OptixEdge, and EEC; Windows and Ubuntu still require manual installation. PDF p. 36
Expanded architectures
- ThinManager container export Exports a zipped FactoryTalk Optix application and container for Ubuntu thin clients managed by ThinManager. PDF p. 23
Digital design experience
- FactoryTalk Design Studio online project import Imports online FactoryTalk Design Studio projects into the engineering workflow. PDF p. 4
Source: FactoryTalk Optix v1.6 release presentation. Overview p. 4; detailed feature pages are cited above.
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FactoryTalk Optix v1.5
FactoryTalk Optix 1.5 improved project-scale engineering, reporting, identity, controller alarms, MQTT, historian storage, and edge-data resilience.
Key changes
- Global Search and Replace: Adds project-wide discovery, regular expressions, clickable results, and controlled replacement for large applications.
- Secure reporting and runtime access: Adds charts and trends to PDF reports, OAuth 2.0 authentication, and Web Presentation TLS certificate selection.
- Integrated Logix alarm workflows: Brings controller alarms and extended properties into Alarm Summary, Alarm Manager, and Alarm Details.
- Built-in MQTT and time-series resilience: Adds native MQTT roles, embedded InfluxDB, and database store-and-forward.
View all documented changes
Core capabilities
- Global Search and Replace Searches names and values by project scope or folder, supports regular expressions and clickable results, and performs controlled replacement without undo. PDF pp. 6-7
- Library dependency management Preserves widget dependency paths when content moves between a project and a library. PDF pp. 8-9
- Stylesheet merge Imports control styles from another stylesheet. PDF p. 10
- Japanese and Korean Studio languages Adds localized FactoryTalk Optix Studio interfaces for Japanese and Korean. PDF p. 11
- Modal Dynamic Link dialog Keeps the Dynamic Link selection workflow in a focused modal window. PDF p. 12
- Runtime Entitlement Expired event Exposes an event that applications can handle when the runtime entitlement expires. PDF p. 13
- Clickable engineering errors Navigates directly from configuration and DynamicLink errors to the affected project object. PDF p. 14
- Design-time navigation preview Previews the startup state of Navigation Panel and Panel Loader while engineering. PDF p. 15
- Button image positioning Controls where an image appears inside a Button. PDF p. 16
- Web Presentation TLS configuration Selects the HTTPS certificate and private key used by the Web Presentation Engine. PDF p. 17
- PDF reports with charts and trends Includes pie, histogram, XY, and Trend controls in generated PDF reports. PDF p. 18
- OAuth 2.0 authentication Authenticates runtime users through an OAuth 2.0 identity provider. PDF p. 19
Data connectivity
- Logix controller alarms Adds tag- and instruction-based alarms configured in the controller with improved detection and timestamps. PDF p. 27
- Alarm Summary Combines Logix and Optix alarms with localization, filtering, shelving, acknowledge/confirm actions, rollups, and configurable columns. PDF p. 28
- Alarm Manager Manages all Logix and Optix alarms, including shelving, rollups, filtering, localization, and configurable columns. PDF p. 29
- Alarm Details Shows detailed information for a selected alarm. PDF p. 30
- Logix extended tag properties Imports names, descriptions, engineering units, limits, states, and PlantPAx process-instruction HMI properties. PDF p. 31
- Embedded MQTT Broker Provides a native Mosquitto-based broker with QoS, retention, and certificate-based security. PDF p. 32
- Secure MQTT Client Connects with TLS, certificate validation, authentication, and configurable user identity. PDF p. 33
- MQTT Publisher Controls sampling, period, QoS, and retained-message behavior. PDF p. 34
- MQTT Subscriber Subscribes to a selected topic with configurable QoS and stores received values in a project folder. PDF p. 35
- Database store-and-forward Buffers records for external ODBC and InfluxDB targets and exposes diagnostics during connectivity loss. PDF p. 37
- Embedded InfluxDB datastore Stores time-series data locally with configurable retention. PDF p. 38
- OPC UA Client localeID Adds a localeID parameter to OPC UA Client communication. PDF p. 4
Expanded architectures
- Session-independent stylesheets Allows each runtime session to use its own stylesheet. PDF p. 21
FactoryTalk Hub and portal
- FactoryTalk Hub Help menu Links directly to FactoryTalk Optix Studio Help and the Installation Guide. PDF p. 23
- Device Sizing tool Helps select an appropriate device from application-size inputs. PDF p. 24
- Updated Runtime Sizing tool Includes the release's MQTT and external database store-and-forward capabilities in runtime sizing. PDF p. 25
Source: FactoryTalk Optix v1.5 release presentation. Overview p. 4; detailed feature pages are cited above.
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FactoryTalk Optix v1.4
Version 1.4 strengthened Studio operation, project recovery, responsive and protected UI, alarm handling, controller connectivity, runtime packaging, and FactoryTalk Hub tooling.
Key changes
- Safer upgrades and project recovery: Adds side-by-side Studio versions plus application-file upload and retained-data merge.
- Responsive and protected UI: Adds Grid and Scale layouts, advanced SVG scripting, password-protected widgets, and richer control behavior.
- Machine and edge connectivity: Adds Micro800 and MicroLogix communication, PowerFlex integration, and external InfluxDB logging.
- Flexible runtime deployment: Adds Runtime as a Service, connected Docker licensing, subscription packages, and perpetual entitlement upgrades.
View all documented changes
Core capabilities
- Side-by-side Studio installation Runs multiple FactoryTalk Optix Studio versions on the same engineering workstation. PDF p. 7
- German and Portuguese Studio localization Adds German and Portuguese Studio user interfaces. PDF p. 7
- Context-sensitive F1 help Opens relevant help from dialogs and popups. PDF p. 7
- Project View multi-select Performs supported operations on multiple selected project objects. PDF p. 8
- Remembered Dynamic Link selection Reopens the Dynamic Link popup at the last selected item. PDF p. 8
- EEC export target Adds Embedded Edge Compute to the Export Application workflow. PDF p. 8
- NetLogic Project View filter Filters the Project View to NetLogic objects. PDF p. 9
- Password-protected UI widgets Protects reusable widget intellectual property with a password. PDF p. 10
- Library conflict handling Resolves import conflicts by choosing Skip, Replace, or Rename. PDF p. 11
- DataGrid improvements Adds a column menu and multiple-row selection. PDF p. 12
- SpinBox range feedback Shows feedback when an entered value is outside the configured range. PDF p. 12
- WebBrowser certificate controls Allows self-signed certificates and optionally accepts invalid certificate authorities. PDF p. 13
- Advanced SVG improvements Binds opacity, stroke width, and dash values and exposes SetImageContent(string) to scripts. PDF pp. 14-15
- Application-file upload Retrieves deployed application files, including embedded databases and retentivity storage. PDF p. 16
- Retentivity merge Merges uploaded retained values back into the engineering project. PDF p. 17
- Grid Layout Adds a row-and-column container for responsive screen composition. PDF pp. 18-19
- Scale Layout and font scaling Scales child content and fonts with the available container size. PDF p. 20
- Screen border styling Adds border properties to Screen styling. PDF p. 20
- Alarm shelving Supports one-shot and timed shelving with timed-shelve properties. PDF p. 21
- Additional control styles Adds Label underline, Navigation Panel tab padding, ScrollBar button visibility, and percentage Button padding. PDF pp. 22-23
- Converter improvements Adds named placeholders plus LEFT_OF and RIGHT_OF expression functions. PDF p. 24
- Alarm Summary and Alarm Manager Introduces widgets that include Logix and FactoryTalk Optix alarms. PDF p. 26
- Power and Safety Device Libraries Adds HMI faceplates for supported power and safety devices; availability was announced for after the v1.4 release. PDF pp. 27-29
Data connectivity
- Micro Controller Driver Connects Micro800 and MicroLogix 1400 controllers and supports Micro800 online tag import without Feature Preview. PDF p. 34
- PowerFlex direct-drive script Provides a Windows NetLogic script for PF755, PF755TM, PF7000, and PF6000T drives. PDF p. 35
- External InfluxDB logging Logs data to InfluxDB for DataGrid, Trend, pie, and histogram visualization. PDF p. 36
- Logix extended tag properties Adds extended-property support for Logix data. PDF p. 5
- Logix tag- and instruction-based alarms Adds controller alarm integration. PDF p. 5
- Smart Objects connectivity Introduces Smart Objects integration. PDF p. 5
- ThingWorx connectivity Introduces ThingWorx integration. PDF p. 5
Expanded architectures
- Runtime as a Service Runs non-Native-Presentation FactoryTalk Optix applications as a Windows service. PDF p. 31
- Docker with connected licensing Deploys the runtime in Docker with online entitlement verification. PDF p. 32
- Subscription runtime entitlements Announces subscription-based runtime packages for availability after the v1.4 release. PDF pp. 4, 25
- Perpetual entitlement upgrades Announces upgrades to larger perpetual runtime packages for availability after the v1.4 release. PDF pp. 4, 25
FactoryTalk Hub and portal
- Organization switching Changes the active organization from the FactoryTalk Optix landing page. PDF p. 4
- Direct landing-page login Signs in directly from the FactoryTalk Optix landing page. PDF p. 4
- On-demand web-editor fonts Loads special fonts only when needed in the browser editor. PDF p. 4
- Multi-tab disconnect indication Shows disconnection state across open web-editor tabs. PDF p. 4
- Device Sizing tool Selects a suitable device from project requirements. PDF p. 38
- Dashboard access without MFA Allows dashboard access without MFA while retaining MFA for browser Studio and Studio Pro activation. PDF p. 38
Source: FactoryTalk Optix v1.4 release presentation. Overview pp. 4-5; detailed feature pages are cited above.
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FactoryTalk Optix v1.3
Version 1.3 expanded project recovery, responsive UI, security, OPC UA, Linux and Docker deployment, resilient web clients, and collaborative Git workflows.
Key changes
- Project source recovery: Stores source with a deployment and uploads it later from PCs, OptixPanels, or Embedded Edge Compute devices.
- Responsive HMI toolkit: Adds new buttons, richer trends, Sparkline, expression functions, PWA support, and content wrapping.
- Security and maintainability: Adds role-based security, alarm improvements, stylesheet sub-styles, multi-monitor Studio, and better diagnostics.
- Linux, Docker, web, and Git expansion: Adds Ubuntu 22, disconnected Docker licensing, reconnecting web clients, and broader Git-provider support.
View all documented changes
Core capabilities
- Project upload from device Stores source with a deployment and later uploads it from PCs, OptixPanels, or Embedded Edge Compute devices. PDF p. 6
- Momentary, Toggle, and Delayed buttons Adds button behaviors for held, switched, and long-press interactions. PDF p. 7
- Trend improvements Adds thresholds, time trace, range minimum/maximum/average, pen titles, axis placement, and snap options. PDF p. 8
- Sparkline Displays compact live-variable or DataLogger history charts. PDF p. 9
- WebBrowser improvements Adds custom headers, native-only incognito mode, and Progressive Web App support. PDF p. 10
- Expression functions Adds If, Like, and IsEmpty functions. PDF p. 11
- Responsive content wrapping Wraps horizontal and vertical layout content and adds row and column gaps. PDF p. 12
- Color Picker improvements Adds hex and RGB entry, palettes, recent colors, and favorites. PDF p. 13
- User, group, and role editor Creates, renames, edits, and deletes users, groups, and roles. PDF p. 14
- Role-based security Uses roles alongside users and groups to control application behavior. PDF p. 15
- Multi-monitor Studio Detaches major Studio panes for use on additional monitors. PDF p. 16
- Exclusive Alarm improvements Adds per-threshold messages and active variables. PDF p. 17
- Stylesheet sub-styles Defines multiple styles per control, including Radio Button, Checkbox, and Label. PDF p. 18
- Dynamic Link type filter Filters selectable variables to compatible data types. PDF p. 19
- Multiple aliases and Array Editor Adds multiple aliases to panel and dialog workflows and simplifies array-value assignment. PDF p. 20
- Project View diagnostics Searches by NodeId and locates nodes reported in Studio output errors. PDF p. 21
- Alarm import and export scripts Updates the supplied alarm import/export automation. PDF p. 3
Data connectivity
- OPC UA updates without subscriptions Allows OPC UA Client values to update without using subscriptions. PDF p. 3
- OPC UA NodeSet import and export Imports and exports XML NodeSets for third-party integration and companion specifications. PDF pp. 3, 21
- Instances referencing imported types Allows application instances to reference imported OPC UA types. PDF p. 3
- Online Logix AOI local tags Accesses Add-On Instruction local tags online. PDF p. 3
- Beckhoff and Siemens driver updates Improves the included Beckhoff and Siemens communications drivers. PDF p. 3
- PushAgent MQTT store-and-forward Buffers PushAgent MQTT data through connectivity interruptions. PDF p. 3
- SQLite storage-usage script Reports storage consumption for SQLite databases. PDF p. 3
- Logix extended tag properties Adds engineering units, minimum, maximum, description, and State 0/1 properties. PDF p. 4
- Micro800 and MicroLogix 1400 connectivity Introduces direct connectivity for the controller families. PDF p. 4
Expanded architectures
- Docker disconnected licensing Runs containerized applications with offline entitlement handling. PDF p. 3
- Ubuntu 22 runtime Supports the runtime, Entitlement Manager, and Update Server on Ubuntu 22. PDF p. 23
- Web-client reconnection Alerts operators when the Web Presentation Engine is unreachable and reconnects automatically. PDF p. 24
- Client-session IP address Exposes the connected web client's IP address to UI-session logic. PDF p. 25
Digital design experience
- Additional Git providers Adds GitLab Cloud plus on-premises Azure DevOps and Bitbucket. PDF pp. 3, 27
- Remote repository creation Creates a project or library repository during the initial push. PDF p. 28
FactoryTalk Hub and portal
- Direct FactoryTalk Optix portal access Opens the portal after authentication and allows organization selection. PDF p. 30
Source: FactoryTalk Optix v1.3 release presentation. Overview pp. 3-4; detailed feature pages are cited above.
Looking ahead
Review the public product outlook for planned direction beyond the released capabilities shown above.