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EDWartens UK

Free course · HMI

FactoryTalk Optix HMI and Edge

Rockwell's new HMI platform from the first screen to the edge: Optix Studio, communication, containers and responsive design, object-oriented graphics, aliases and UDTs, faceplates and libraries, alarms, datalogger, recipes, reports, users and languages, Micro800, Modbus, Siemens and REST drivers, MQTT and OPC UA, sizing and View SE integration.

See the modules

Free to learn. Verifiable certificate £19 when you pass the final exam (optional, VAT included).

Level
Beginner
Modules
13
Video
15 hours
Price
Free

Outcome

What you will be able to do

Build FactoryTalk Optix applications with responsive, object-oriented screens bound to Logix, Micro800, Modbus and Siemens controllers, use aliases, UDTs, faceplates and libraries, configure alarms, logging, recipes, reports, users and languages, deploy to native and web engines, and use Optix as an MQTT and OPC UA edge gateway.

  • Install Optix Studio and build responsive, object-oriented screens
  • Link to Logix, Micro800, Modbus and Siemens controllers
  • Use aliases, UDTs, faceplates and libraries
  • Configure alarms, logging, recipes, reports, users and languages
  • Deploy to native and web presentation engines
  • Use MQTT and OPC UA at the edge and size runtimes

Software

FactoryTalk Optix Studio (free to develop) and Logix Echo or the Micro800 simulator

Hardware

None required. An OptixPanel or PanelView Plus 7 makes deployment real.

Syllabus

13 modules

Each module has video lessons, notes and a short quiz. The final exam closes the course.

  1. 1What Optix Is and Getting the Software3 lessons
  2. 2Studio Interface, Communication and the First Screen3 lessonsLab
  3. 3Containers, Responsive Design and Object-Oriented HMI3 lessons
  4. 4Linking to a Logix Controller3 lessonsLab
  5. 5Reusable Graphics, Aliases and UDTs4 lessons
  6. 6Faceplates, Popups and Library Deployment4 lessonsLab
  7. 7Alarms, Alarm History, Trends and the Data Logger5 lessonsLab
  8. 8Recipes, Reports, ODBC and ListView5 lessonsLab
  9. 9Users, Languages and Presentation Engines4 lessons
  10. 10Other Controllers: Micro800, Modbus, Siemens and REST6 lessons
  11. 11Optix at the Edge: MQTT, OPC UA and NetLogic8 lessons
  12. 12Deploying, Sizing and View SE Integration5 lessons
  13. 13Final Assessment1 lesson

How it works

How this course works

  1. Watch the video lessonsOne module at a time, at your own pace.
  2. Take the module quizA short quiz at the end of each module shows what stuck.
  3. Keep your notesWrite in My notes beside each module and ask the trainer if you are stuck.
  4. Practise in the labOptionalTry a task from the module in the EDWartens Lab, in your browser.
  5. Sit the final examPass it once you have been through the modules.
  6. Certificate, if you want oneOptionalPaid, and only after you pass. Anyone can check it online.

EDWartens Lab

Practise this in the EDWartens Lab

Practise what makes a good HMI screen: build a plant overview with faceplates and trends, and set alarms people can act on.

Works alongside FactoryTalk Optix HMI and Edge. The Lab is process control practice in your browser: no install, no hardware, free to use. Sign in as a learner and it opens with your account.

Open the free lab See the Lab
Process control: Tune a real process loop.

Levels to try with this course

Optional. Skip it whenever you like: it never blocks your progress or your certificate.

Why practise in a lab

Technical work is judged on what you can do: wiring, commissioning, finding a fault. Doing a task yourself teaches more than watching it a second time, and a lab lets you try it safely before you meet real equipment. It does not replace working on real hardware.

  • Practise safely, so a mistake costs nothing.
  • The lab checks your work like a site test, so you know when it is right.
  • Free, in your browser, with nothing to install.

Certificate

An optional certificate when you pass

Learning is free. Pass the final exam and you can have a certificate for £19, including VAT, with a number employers can check online. It records that you completed a free online course; it is not a regulated qualification or a CPD certificate.

  • Your name, the course, its study time and your final exam score
  • A unique certificate number and a QR code to its verification page
  • Issued by Wartens Ltd; add it to your LinkedIn profile in one click
  • Pay now or after you pass: it is issued the moment you pass the final

How the certificate works

Sample certificate for FactoryTalk Optix HMI and Edge

Credits

Who made the lessons

The video lessons belong to their creators. EDWartens wrote the study plan, notes, quizzes and the final exam.

Questions

About this course

Is Optix replacing FactoryTalk View?
It sits beside View ME and SE and shares data with them; new projects increasingly start in Optix, which is why it is worth learning now.
Is the software free?
Optix Studio is free to download and develop with; only deployed runtimes are licensed.
Which PLCs can it talk to?
Logix, Micro800, Modbus TCP, Siemens S7, OPC UA servers and MQTT brokers, all covered in the course.
Is the course really free?
Yes. Every module, practice task and assessment. You create an account so your progress is saved and the assessments can be marked. The certificate is the only paid item, and only if you want it.
What certificate do I get, and is it a vendor qualification?
An EDWartens Certificate of Completion, issued when you pass the final assessment, with a verification code anyone can check. It is not a vendor credential and is never described as one.
Who made the video lessons?
The creators named in the Credits block at the foot of this page, on their own YouTube channels. EDWartens did not make the videos and the creators are not affiliated with EDWartens. What EDWartens wrote is the study plan, the notes, the practice tasks and the assessments.
How long does the course take?
Plan on about 15 hours in all, including the video lessons, notes and practice tasks. It is self-paced, so you work through the thirteen modules at your own speed.

Rockwell engineer path

Take it with

See the whole path

The Professional Module is five live days of Siemens PLC, HMI and SCADA with an instructor, then a resume session and a CPD certificate.

See the Professional Module