FTHistorian SE Installation and Configuration Guide

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Contact Rockwell AutomationCustomer Support Telephone — 1.440.646.3434Online Support — http://www.rockwellautomation.com/support/

Copyright Notice© 2009 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.

This document and any accompanying Rockwell Software products are copyrighted by Rockwell AutomationTechnologies, Inc. Any reproduction and/or distribution without prior written consent from RockwellAutomation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.

The following logos and products are trademarks of Rockwell Automation, Inc.:FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo, FactoryTalk HistorianSite Edition (SE), FactoryTalk View, FactoryTalk View Studio, RSLinx Enterprise, FactoryTalk ServicesPlatform, and FactoryTalk Live Data.

The following logos and products are trademarks of OSIsoft, Inc.:PI System

Other Trademarks

ActiveX, Microsoft Excel, Windows 2000, Windows Server 2003, and Windows XP are either registeredtrademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

All other trademarks are the property of their respective holders and are hereby acknowledged.

WarrantyThis product is warranted in accordance with the product license. The product’s performance may be affected

by system configuration, the application being performed, operator control, maintenance, and other relatedfactors. Rockwell Automation is not responsible for these intervening factors. The instructions in thisdocument do not cover all the details or variations in the equipment, procedure, or process described, nor dothey provide directions for meeting every possible contingency during installation, operation, or maintenance.This product’s implementation may vary among users.This document is current as of the time of release of the product; however, the accompanying software mayhave changed since the release. Rockwell Automation, Inc. reserves the right to change any informationcontained in this document or the software at anytime without prior notice. It is your responsibility to obtainthe most current information available from Rockwell when installing or using this product.

Version: FactoryTalk Historian SE 2.1Modified: February 23, 2009 1:42 pm


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CONTENTS

1 • Overvi ew ........................................................................................................... 1Other Information Sources............................................................................................................. 1

Training Programs ..................................................................................................................... 2Knowledgebase .......................................................................................................................... 2Consulting Services ................................................................................................................... 2

2 • Pl an Your System............................................................................................. 3

Select Your Platform ..................................................................................................................... 3FactoryTalk Historian SE 25,000 points and below .............................................................. 3FactoryTalk Historian SE 50,000 points and below .............................................................. 3FactoryTalk Historian SE 100,000 points and below ............................................................ 3FactoryTalk Directory Machine ............................................................................................. 4FactoryTalk Historian SE Live Data Interface Machine........................................................ 4FactoryTalk Historian ProcessBook and DataLink Machine................................................. 4

Configure Your Environment ........................................................................................................ 4

3 • Install Facto ryTalk Historian SE .....................................................................7

Open Installation Instructions........................................................................................................ 7Install FactoryTalk Services Platform ........................................................................................... 7Specify FactoryTalk Directory Server Location............................................................................ 8Install FactoryTalk Historian Site Edition..................................................................................... 8

FactoryTalk Historian Site Edition Server Install...................................................................... 8FactoryTalk Historian Site Edition Live Data Interface Install ................................................. 8Select Components and Tools.................................................................................................... 8

Install Other Components .............................................................................................................. 9

FactoryTalk Historian DataLink ................................................................................................ 9FactoryTalk Historian Site Edition Management ...................................................................... 9

Install RSLinx Enterprise............................................................................................................... 9Install FactoryTalk Activation Server............................................................................................ 9Install FactoryTalk Activation Client .......................................................................................... 10Uninstall FactoryTalk Historian Site Edition .............................................................................. 10Open Release Notes ..................................................................................................................... 10Steps to Install FactoryTalk Historian SE 2.1.............................................................................. 10

Steps to Install FactoryTalk Services Platform ........................................................................ 10Steps to Specify FactoryTalk Directory................................................................................... 11Steps to Install FactoryTalk Activation Server ........................................................................ 12

Obtaining the Activation Files ............................................................................................. 12Steps to Install FactoryTalk Historian SE Server .................................................................... 12

Steps to Install FactoryTalk Activation Client ..................................................................... 13Steps to Get Activation from FactoryTalk Activation Server .............................................. 13Steps to Configure the FactoryTalk Historian SE Server .................................................... 14

Steps to Install RSLinx Enterprise (Data Server) .................................................................... 14Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface................ 15

Steps to Configure the Interface........................................................................................... 15Steps to Add Data Points...................................................................................................... 16Steps to Verify Data Collection ........................................................................................... 17Steps to Enable Buffering .................................................................................................... 17

Steps to Install Other Components (optional) .......................................................................... 20


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Steps to Install FactoryTalk Historian DataLink Client ....................................................... 20Steps to Install FactoryTalk Historian Site Edition Management Components .................. 20

Steps to Uninstall FactoryTalk Historian SE ........................................................................... 20Steps to Upgrade to FactoryTalk Historian SE v2.1.................................................................... 20

Steps to Stop Services and Processes....................................................................................... 21

Steps to Upgrade FactoryTalk Services Platform (optional) ................................................... 21Steps to Upgrade FactoryTalk Activation Server and Client (optional) .................................. 22Steps to Upgrade RSLinx Enterprise (optional) ...................................................................... 22Steps to Back Up Your 2.0 Database....................................................................................... 23Steps to Upgrade FactoryTalk Historian ActiveView ............................................................. 23Steps to Upgrade FactoryTalk Historian DataLink.................................................................. 23Steps to Upgrade FactoryTalk Historian ProcessBook............................................................ 23

4 • Install FactoryTalk Histori an DataLink, ProcessBook, and ActiveView.... 25

Install FactoryTalk Historian DataLink....................................................................................... 25Install FactoryTalk Services Platform ..................................................................................... 25Install FactoryTalk Historian DataLink ................................................................................... 25Open Release Notes ................................................................................................................. 26

Install FactoryTalk Historian ProcessBook ................................................................................. 26Install FactoryTalk Services Platform ..................................................................................... 26Install ProcessBook Client ....................................................................................................... 26Open Release Notes ................................................................................................................. 26

Install FactoryTalk Historian ActiveView................................................................................... 27Install FactoryTalk Services Platform ..................................................................................... 27Install ActiveView ................................................................................................................... 27Open Release Notes ................................................................................................................. 27

Install Optional PI Components................................................................................................... 28Uninstall FactoryTalk Historian ProcessBook ............................................................................ 28Uninstall FactoryTalk Historian DataLink .................................................................................. 28Uninstall FactoryTalk Historian ActiveView.............................................................................. 28

5 • Secure FactoryTalk Histor ian SE.................................................................. 29FactoryTalk Historian SE Security Groups ................................................................................. 29FactoryTalk Historian SE Security Trusts ................................................................................... 30

6 • Record Messages Using FactoryTalk Diagnostics ..................................... 31

Message Parameters..................................................................................................................... 31View Messages ............................................................................................................................ 31

7 • Use Additional FactoryTalk Historian SE Features..................................... 33

Auto Discovery Wizard ............................................................................................................... 33Discovery Rule Editor ................................................................................................................. 33

FactoryTalk Historian Live Data Local Interface ........................................................................ 34Verify the Local Interface Configuration .................................................................................... 34

8 • Use FactoryTalk View TrendX Object ........................................................... 35

Configure the Trend Properties.................................................................................................... 35Add Pen Configuration ................................................................................................................ 36Support Multiple FactoryTalk Historian SE Servers................................................................... 36


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9 • Configu re a Col lec tive ...................................................................................37

Collectives Information ............................................................................................................... 37Create a Collective....................................................................................................................... 38

10• Configure Redundant FactoryTalk Live Data Interfaces ............................41

Prerequisites................................................................................................................................. 41Configure Phase 2 Failover.......................................................................................................... 41

Configure Buffering on the Primary and Secondary Interfaces............................................... 41Create a Shared File Folder...................................................................................................... 43Configure the Primary Interface .............................................................................................. 44Configure the Secondary Interface .......................................................................................... 46Modify FTLD Services Properties........................................................................................... 48Configure Failover Points (Tags)............................................................................................. 49

Test, Validate and Configure Tags .............................................................................................. 51Monitor Failover Operations ....................................................................................................... 53Related Documentation................................................................................................................ 56

11• Troubleshoot FactoryTalk Historian SE....................................................... 57Verify FactoryTalk Historian SE Server Setup ........................................................................... 57

Verify FactoryTalk Historian SE Administration Privileges ................................................... 57Verify the Windows Administrators’ Privileges...................................................................... 58Verify the FactoryTalk Historian SE Server is Running ......................................................... 59

Resolve Error Messages............................................................................................................... 59Error: System is a PINs Node .................................................................................................. 59Error: Server Not Found .......................................................................................................... 59Error: Failure to Retrieve Interface Information...................................................................... 60


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CHAPTER 1

OverviewFactoryTalk® Historian Site Edition (SE) provides the capability to collect, store, analyze,and visualize data using a powerful engine and a set of reporting tools such as time-seriestrends, bar charts, piecharts, pareto and tabular trends, and a method of generating reportsusing Microsoft Excel. It also uses compressed-storage data algorithms to contain a vastamount of data in a small format.

FactoryTalk Historian SE is closely integrated with FactoryTalk Services Platform and thefollowing Rockwell Automation applications:

FactoryTalk Live Data (FTLD) : A direct data interface to FTLD delivers nativeFTLD data directly to FactoryTalk Historian SE without requiring intermediateinterfaces and standards such as OPC.

FactoryTalk Directory : FactoryTalk Historian SE uses FactoryTalk Directory to lookup data points for configuring points to historize. The FactoryTalk Directory is alsoused for auto-discovering controller data sources and tags in the initial configuration

process.

FactoryTalk Security : By integrating FactoryTalk Historian SE with FactoryTalkSecurity, all users and user groups can be maintained centrally, and a single sign-on isfully supported.

FactoryTalk Activation : FactoryTalk Historian SE is activated by RockwellAutomation's central licensing system based on the FactoryTalk Activation Server.

FactoryTalk Diagnostics : Because of FactoryTalk Historian SE's close integrationwith FactoryTalk Diagnostics, all system and diagnostics messages from FactoryTalkHistorian SE are centrally stored and maintained in the FactoryTalk Diagnosticsdatabase.

FactoryTalk Audit : All FactoryTalk Historian SE Server auditing messages arestored and available in the FactoryTalk Audit database.

FactoryTalk View SE Trending : FactoryTalk View Site Edition natively trends datafrom FactoryTalk Historian SE.

Other Information SourcesFor additional information about FactoryTalk Historian SE, consult the resources availablefrom Start > Programs > Rockwell Software > FactoryTalk Historian SE > Help .

The same Help files are also located on your FactoryTalk Historian SE Installation DVDin the Redist > Docs folder.


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Training Programs

Rockwell Automation offers a wide range of training programs, from regularly scheduledclasses to custom-tailored classes conducted at your site.

If you would like more information about these training programs, visit the RockwellAutomation site on the Web at http://www.rockwellautomation.com/support/ , or call1.440.646.3434.

Knowledgebase

The Rockwell Automation Customer Support Center offers an extensive online databasethat includes frequently asked questions and the latest patches.

Please visit http://www.rockwellautomation.com/support/ , and select Knowledgebaseunder Self-Service Support.

Consulting Services

Rockwell Automation provides expert consulting and turnkey implementations formaking optimal use of Rockwell Software products. Please contact your local distributorfor more information.


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CHAPTER 2

Plan Your SystemBefore installing FactoryTalk Historian Site Edition (SE), determine your platformrequirements and configuration environment. The information in this chapter offers someguidelines as you begin planning.

Select Your Platform

The hardware and software required with FactoryTalk Historian SE depends on thedemands an application places on the system. The greater the demand, the more powerfula system is required. For large or complex applications, use computers with faster CPUsand more RAM. In addition, there should always be sufficient disk space to provide virtualmemory that is at least twice the size of the physical RAM.

The minimum hardware requirements and supported OS platforms are as follwos:

FactoryTalk Historian SE 25,000 points and belowMinimum: Intel Pentium D, 3.2Ghz, 1GB RAMOperating systems:

Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended fortesting purposes only)

FactoryTalk Historian SE 50,000 points and belowMinimum: Intel Pentium Xeon, 3.0Ghz, 2GB RAMOperating systems:


FactoryTalk Historian SE 100,000 points and belowMinimum: Intel Pentium Xeon dual processor, 3.4Ghz, 4GB RAMOperating systems:



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FactoryTalk Directory MachineMinimum: Intel Pentium III, 600MHz, 512MB RAMRecommended: Intel Pentium 4, 2GHz or higher, 1GB RAM or moreOperating systems:

Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later

FactoryTalk Historian SE Live Data Interface MachineMinimum: Intel Celeron D, 3.0Ghz, 512MB RAMOperating systems:

Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later

FactoryTalk Historian ProcessBook and DataLink MachineMinimum: Intel Pentium III, 600Mhz, 512MB RAMRecommended: Intel Celeron, 3GHz or higher, 1GB RAM or moreOperating systems:

Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later

Configure Your Environment

After you have selected the platform that best suits your needs, determine theconfiguration environment for the provided FactoryTalk Historian SE components.

The FactoryTalk Historian SE installation DVD contains the following software products:

FactoryTalk Services Platform (includes FactoryTalk Directory)

FactoryTalk Historian SE (includes options to install FactoryTalk Historian SE Serverand FactoryTalk Historian Live Data Interface)

RSLinx Enterprise

FactoryTalk Activation Server

FactoryTalk Activation Client

Other Components (FactoryTalk Historian DataLink, and FactoryTalk Historian SiteEdition Management)

IMPORTANT! If you ordered FactoryTalk Historian ProcessBook, FactoryTalk HistorianActiveView, and/or FactoryTalk Historian DataLink, you will receive an additional threeinstallation CDs.

The following diagram shows an example of a network layout for a distributed systemusing all of these software products.


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2 • Plan Your System

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Use this diagram only as an example; your own distributed system may vary.

Example FactoryTalk Historian SE Configuration

As shown in the diagram, it is recommended that you install:

FactoryTalk Services Platform, which installs FactoryTalk Directory, on all thecomputers. For information on FactoryTalk Services Platform and FactoryTalkDirectory, see “Install FactoryTalk Services Platform” .

FactoryTalk Activation Server on a dedicated server computer.

FactoryTalk Historian SE on a server computer.

(Optional) FactoryTalk View Studio on the engineering workstation computer.

(Optional) FactoryTalk View Site Edition Client and FactoryTalk View Site EditionUpdates on the same computer.

Note: Install FactoryTalk View Site Edition Updates on the same computer on whichyou install FactoryTalk View Site Edition.

RSLinx Enterprise and FactoryTalk Historian Live Data Interface on a computer otherthan the FactoryTalk Historian SE server computer.

Note: Configure the buffer subsystem on the same machines on which you installFactoryTalk Historian Live Data Interface.


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CHAPTER 3

Install FactoryTalk Historian SEInsert the FactoryTalk Historian SE disk into your DVD drive. If autoplay is turned on, theFactoryTalk Historian SE installation options screen displays. If not, click Start > Run and type D:\setup , where D is the letter of your DVD drive.

The FactoryTalk Historian SE installation screen displays the following options:

Open Installation Instructions

This option opens this installation guide in PDF format.

Install FactoryTalk Services Platform

This option installs FactoryTalk Services Platform version CPR 9 (Service Release 1).

Note: This section describes the Install FactoryTalk Services Platform option. For detailedinstallation and upgrade steps, see:

“Steps to Install FactoryTalk Historian SE 2.1” for detailed FactoryTalk Historian SE2.1 installation steps, if you are a new customer .

“Steps to Upgrade to FactoryTalk Historian SE v2.1” for detailed FactoryTalkHistorian SE 2.1 upgrade steps, if you are an existing customer .

FactoryTalk Services Platform is an underlying architecture and set of common services(such as diagnostic messages, health monitoring services, access to real-time data, andshared plant resources such as tags and graphic displays) that Rockwell Automation

products build upon. It is a prerequisite for all FactoryTalk-enabled software products,such as FactoryTalk Historian SE, FactoryTalk View, and RSLinx Enterprise.

The following components and services install as part of the platform:

FactoryTalk Directory: Allows products to share a common address book, which findsand provides access to plant-floor resources, such as data tags and graphic displays.

The FactoryTalk Services Platform includes two directories: a Local Directory and a Network Directory. In a Local Directory , all project information and participatingsoftware products are located on a single computer. Local applications cannot be sharedacross a network. A Network Directory organizes project information from multipleFactoryTalk products across multiple computers on a network.

Note: FactoryTalk Historian SE supports Network Directory only.

FactoryTalk Live Data: Manages connections between FactoryTalk products and dataservers. It reads values from and writes values to OPC-DA servers (OLE for Process


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Control - Data Access) and FactoryTalk Live Data Servers on behalf of client software products, such as FactoryTalk View.

FactoryTalk Diagnostics: Collects and provides access to activity, status warnings, anderror messages generated throughout a FactoryTalk system.

FactoryTalk Administration Console: Provides a method of configuring, managing, andsecuring applications.

For more information on FactoryTalk, refer to FactoryTalk Help. You can access it from Start > Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help afteryou have installed FactoryTalk Services Platform on your machine.

Specify FactoryTalk Directory Server Location

This option points your client computer to the FactoryTalk Directory Server computer.Once your computer is connected to the FactoryTalk Directory Server, you can use the

client computer to administer the Network directory on the FactoryTalk Directory Servercomputer. Also, the FactoryTalk Administration Console window on your client computerreflects the content of the Network Directory server computer.

Install FactoryTalk Historian Site Edition

This option provides three installation options:

Note 1: We recommend that you use the default install options.

Note 2 : If you want to use the SMT software installed on a FactoryTalk Historian SEServer computer to manage a FactoryTalk Historian Live Data Interface installed onanother computer, you must log on to both computers with the same username. (The

user must have administrator privileges on both computers.)FactoryTalk Historian Site Edition Server Install

This option installs the FactoryTalk Historian SE Server along with the followingFactoryTalk Historian components: Analysis Framework (AF), Automated Point Sync(APS), Interface Configuration Utility (ICU), Data Access Support (DAS), SystemManagement Tools (SMT), Rule Editor, and AutoDiscovery.

FactoryTalk Historian Site Edition Live Data Interface Install

This option installs the following FactoryTalk Historian SE components: ICU, SMT, RuleEditor, and AutoDiscovery.

Select Components and Tools

If you are an advanced user, you can select this option to install only the components youwant.

FactoryTalk Historian Site Edition Server: This option installs FactoryTalk HistorianSE Security Client and Server, Rule Editor, and AutoDiscovery.


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FactoryTalk Historian Site Edition Management Tools: This option installs AF, APS,DAS, and SMT.

FactoryTalk Historian Site Edition Interface Configuration Utility: This optioninstalls the ICU.

FactoryTalk Historian Site Edition Live Data Interface: This option installs theFactoryTalk Historian Live Data Interface, AutoDiscovery, and Rule Editor. TheFactoryTalk Historian Live Data Interface is a FactoryTalk Live Data client that enables

process data to be passed between a FactoryTalk Live Data Server and a FactoryTalkHistorian SE Server.

Install Other Components

This option provides the following options:

FactoryTalk Historian DataLink

This option installs DataLink Client that enables you to view Historian SE Server datausing a Microsoft Excel Add-In. It also installs FactoryTalk Historian SE Security Client.Install this software on a client computer.

FactoryTalk Historian Site Edition Management

This option enables you to configure FactoryTalk Historian SE Server and FactoryTalkHistorian SE Live Data Interface. It installs PI SDK, Rule Editor, and AutoDiscovery.Install this software on the following computers: FactoryTalk Historian SE Live DataInterface computer, FactoryTalk View SE Client computer, and computers that have AFand Advanced Calculation Engine clients installed but do not have any other clients suchas FactoryTalk Historian ActiveView, ProcessBook, DataLink, or FactoryTalk HistorianTrendX component installed.Note: This option does not install Interface Configuration Utility, System ManagementTools.

Install RSLinx EnterpriseThis option installs RSLinx Enterprise, which is a FactoryTalk Live Data Server anddevice-based alarm and event server. RSLinx Enterprise links Allen-Bradley networks anddevices to Microsoft Windows products such as the FactoryTalk View Site Edition (HMIsoftware) and the RSLogix family of device programming software. RSLinx Enterprise

provides FactoryTalk Historian SE the data point (tags) it collects from Rockwell

Automation controllers.

Install FactoryTalk Activation ServerThis option installs FactoryTalk Activation Server, which allows you to downloadactivation files using an Internet connection and transfer activation files to a computer thatdoes not have an Internet connection. Install this software on the same computer as theFactoryTalk Directory Server.


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Install FactoryTalk Activation ClientThis option installs FactoryTalk Activation Client, which enables you to transferactivations from the FactoryTalk Activation Server to the client computers, such asFactoryTalk Historian SE Server, Data Server computer, or engineering workstations.Install Activation Client on all the client computers.

Uninstall FactoryTalk Historian Site Edition

This option is only available after you have installed FactoryTalk Historian SE. Clickingthis option starts the FactoryTalk Historian SE installer with “Remove” selected. See“Steps to Uninstall FactoryTalk Historian SE” .

IMPORTANT! Do not uninstall FactoryTalk Historian SE unless you have decided not touse Historian SE Server or you are resetting your FactoryTalk Historian SE plant flooroperations. Uninstalling FactoryTalk Historian SE will result in loss of data.

Open Release Notes

This option displays the Release Notes for the current version of FactoryTalk HistorianSE.

Steps to Install FactoryTalk Historian SE 2.1

If you are a new customer installing FactoryTalk Historian SE 2.1 for the first time, followthese steps in the order they are listed. Each step is described in the sections that follow.

If you are an existing customer upgrading from FactoryTalk Historian SE 2.0 toFactoryTalk Historian SE 2.1, see “Steps to Upgrade to FactoryTalk Historian SE v2.1” .

Note: Make sure you have the appropriate environment configuration before continuing.See “Plan Your System” for details.

1. “Steps to Install FactoryTalk Services Platform”

2. “Steps to Specify FactoryTalk Directory”

3. “Steps to Install FactoryTalk Activation Server”

4. “Steps to Install FactoryTalk Historian SE Server”

5. “Steps to Install RSLinx Enterprise (Data Server)”

6. “Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface”

7. “Steps to Install Other Components (optional)”

Steps to Install FactoryTalk Services Platform

As shown in the architecture diagram, “Example FactoryTalk Historian SEConfiguration,” in the “Plan Your System” chapter of this guide, you must installFactoryTalk Services Platform on all the computers, including the computer that will serveas the FactoryTalk Directory and FactoryTalk Activation Server.


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1. On the installation screen, click Install FactoryTalk Services Platform .

2. On the Welcome screen, click Next .

3. On the FactoryTalk Services Platform License Agreement screen, read the end-userlicense agreement, select the I accept the terms of the license agreement option, andthen click Next .

4. Select the Install FactoryTalk Administration Console option, and click Next .

5. On the Ready to Install the Program screen, click Install to start installingFactoryTalk Services Platform.

6. On the Installshield Wizard Completed screen, click Finish .

7. Restart the computer.

Steps to Specify FactoryTalk DirectorySpecify the location of the FactoryTalk Directory Server computer, and then point all theother computers to the FactoryTalk Directory Server computer. To do this:

1. On your FactoryTalk Directory Server computer, run the FactoryTalk Historian SEInstall DVD. From the installation screen, click Specify FactoryTalk DirectoryServer Location . This will launch the FactoryTalk Directory Server Location Utilityscreen. Because you are already on the FactoryTalk Directory computer, on this screenyou will see the name “localhost” on this screen. Click OK , and then restart thecomputer.

2. On all the other computers, run the FactoryTalk Historian SE Install DVD. From theinstallation screen, click Specify FactoryTalk Directory Server Location . On theFactoryTalk Directory Server Location Utility screen, click the browse button (...) toselect the name of the computer that you specified as FactoryTalk Directory computer(the previous step). Once selected, click OK , and then restart the computer.

Note: On the computers that have FactoryTalk Services Platform installed, the SpecifyFactoryTalk Directory Server Location Utility screen can also be launched from Start >Programs > Rockwell Software > FactoryTalk Tools > Specify FactoryTalk DirectoryLocation .


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Steps to Install FactoryTalk Activation Server

Install FactoryTalk Activation Server software on the FactoryTalk Directory Servercomputer. To do this:

1. Insert the Historian SE Install DVD into the DVD drive of the Directory Servercomputer. From the installation screen, click Install FactoryTalk Activation Server .

2. On the Welcome to the InstallShield Wizard screen, click Next .

3. On the License Agreement screen, read the end-user license agreement, select the Iaccept the terms of the license agreement option, and then click Next .

4. On the Customer Information screen, enter the user name and organization, and thenclick Next .

5. On the Setup screen, keep the default settings, and then click Next .

6. On the Ready to Install Program screen, click Install .

7. On the InstallShield Wizard Completed screen, click Finish .

8. The FactoryTalk Activation tool wizard will open. To obtain FactoryTalk Historian SEactivations, follow the on-screen instructions. If you do not want to obtain activationfiles at this time, close the wizard and the tool. You can use the FactoryTalk Activationtool and wizard to obtain activations at a later time, as described in the next section.

Note: You must have an active Internet connection to obtain activation files.

Obtaining the Activation Files

The FactoryTalk Activation tool allows you to obtain the activation files needed toactivate the FactoryTalk Historian SE software. The FactoryTalk Activation wizard,accessible from the FactoryTalk Activation tool, guides you through the process ofobtaining activation files. To open the FactoryTalk Activation tool:

1. Go to Start > Programs > Rockwell Software > FactoryTalk Activation , and thenclick FactoryTalk Activation Tool .

2. On the Get Activations tab, click Open Activation Wizard .

3. Follow the on-screen instructions.

4. When you are notified that the product activations have been downloaded, clickFinish .

Note: For details about using the tool and the wizard, click Help .

Steps to Install FactoryTalk Historian SE Server

On the computer you want to install FactoryTalk Historian SE Server, insert the HistorianSE Install DVD into the DVD drive and from the installation screen, click InstallFactoryTalk Historian Site Edition .


2. On the End User License Agreement screen, select I accept the terms of theagreement , and then click Next .


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3. On the Company Information screen, enter the user name, organization, and serialnumber. Click Next to continue.

4. On the Setup Type screen, select FactoryTalk Historian Server Installation , andthen click Next . This option installs all of the components. For more information, see

“FactoryTalk Historian Site Edition Server Install.”5. On the InstallShield Wizard Completed screen, clear the Specify FactoryTalk

Directory Location and FactoryTalk Activation Server check boxes (you alreadyset the FactoryTalk Directory and installed the FactoryTalk Activation Server).

6. Leave the FactoryTalk Activation Client option selected, and then click Finish . Thiswill launch the FactoryTalk Activation Client install. You need to install theActivation Client software so you can use the Factory Activation Tool to activate theFactoryTalk Historian SE Server software.

Steps to Install FactoryTalk Activation Client1. On the installation screen, click Install FactoryTalk Activation Client .

2. On the Welcome to the InstallShield Wizard screen, click Next .3. On the Customer Information screen, enter the user name and organization, and then

click Next .




Steps to Get Activation from FactoryTalk Activation ServerNote: You must perform this section on all the client computers that have FactoryTalkActivation Client installed.

1. From Start > Programs > Rockwell Software > FactoryTalk Activation >FactoryTalk Activation Tool launch the FactoryTalk Activation Tool dialog box.

2. On the Activation Tool dialog box, click the Current Activations tab, and verify thatyou have no current activations.

3. Click the Settings tab.

4. On the Settings tab, click the “ +” icon as shown in the following figure. Clicking the+ icon introduces a browse button.

5. Click the browse button to launch the Browse for Folder dialog box.

6. Browse to the computer on which you installed FactoryTalk Activation Server, andselect it to add it to the list.

7. Click the Current Activation tab to verify the activations were added from the server.


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IMPORTANT! Once you have installed FactoryTalk Historian SE Server and movedactivations to it from the FactoryTalk Activation Server, follow the steps described in“Verify the FactoryTalk Historian SE Server is Running” to make sure the FactoryTalkHistorian SE Server is functioning properly.

Steps to Configure the FactoryTalk Historian SE Server

After the FactoryTalk Historian SE Server is installed and running, add the server to theFactoryTalk Directory, and then assign it the licenses you moved from the FactoryTalkActivation Server in the previous section. Assigning a license to the FactoryTalk HistorianSE Server enables it to start collecting data points (tags) from the data servers.

To add FactoryTalk Historian SE Server to the FactoryTalk Directory, do the following:

1. Start FactoryTalk Administration Console from Start > Programs > RockwellSoftware > FactoryTalk Administration Console .

2. On the Select FactoryTalk Directory dialog box, select Network .

3. In the FactoryTalk Administration Console window, right-click the Historical Data folder (under System > Connections folder), and select New Historian ServerConnection .

4. From the Server or Collective name drop-down menu on the New Historian ServerConnection dialog box, select the name of your FactoryTalk Historian SE Server, andthen click Test Server Connection . If the connection is successful, the Server Foundmessage displays. If the connection is not successful (that is, the Server Not Foundmessage displays), start the Connection Manager dialog box in the SystemManagement Tools to verify the status of your server. For more information, see“Verify that the FactoryTalk Historian SE Server is running.”

5. Click Finish to close the dialog box. The new server name displays under theHistorian Data folder.

To assign licenses to the server, do the following:

1. Right-click the server name, and select Properties from the drop-down menu.

2. On the Historian Server Connection Properties dialog box, click the LicensingTab . This tab lists all activations you can get from the FactoryTalk Activation Server.For instruction on how to assign licenses, click the Help icon on the dialog box.

IMPORTANT! You must restart the FactoryTalk Historian SE Server after assigning orremoving licenses.

Steps to Install RSLinx Enterprise (Data Server)

Click this option to install RSLinx Enterprise. Perform the installation steps in the order presented on the screen.

Install the data server on a computer other than the FactoryTalk Directory or FactoryTalkHistorian SE Server computer. For more information, see “Plan Your System.”


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Steps to Add Data Points

To add data points to the FactoryTalk Historian SE Server, use the following procedure:

Note: Do not create a new tag or modify a tag definition when the FactoryTalk Live DataInterface is disconnected from the FactoryTalk Historian Server; the FTLD interface willnot read the tags you created or modified while it was offline. However, if you didcreate or modify a tag while the FTLD interface was offline, you must manually changethe tag definition when the FTLD interface is reconnected.

1. On the computer on which FactoryTalk Historian SE Server is installed, startFactoryTalk Administration Console from Start > Programs > Rockwell Software >FactoryTalk Administration Console .

2. On the Select FactoryTalk Directory dialog box, select Network .

3. From the Project Explorer, right-click the application you want to collect points from,and select Add Individual Historian Points .

4. On Add Historian Points , click Browse Tags to open the Tag Browser dialog box.

For more information on the fields on the Tag Browser dialog box, click Help .5. From the Tag Browser dialog box, select the application or area from which you want

to collect data points. On the right pane, the data points in that application or areadisplay.

6. Select the tags you want to add, and click Add Tags to List . The tags (data points) youselect will display in the Tags to add table on the Add Historian Points dialog box.

7. Open the System Management Tools from Start > Programs > Rockwell Software >FactoryTalk Historian SE > System Management Tools .

8. In the Collectives and Servers pane of the System Management Tools window, lookfor the name of the FactoryTalk Historian Server you added tags to, and select it.

9. In the System Management Plug-Ins pane, click the Data folder, and then select theCurrent Values subfolder, as shown in the following figure.

10. From the Tools menu, select the Tag Search option. The Tag Search dialog boxdisplays.

11. Use the default settings in the Tag Search dialog box and click Search .

12. From the list of tags that appears in the search results, select one of the tags, and clickOK . This displays the current value of the tag.


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Steps to Verify Data Collection

Verify that you see the recorded value of the tag. To do that:

1. Click the Recorded Values sub-folder under the Data folder.

2. From the Tools menu, select the Tag Search option to open the Tag Search dialog box.

3. Use the default settings in the Tag Search dialog box and click Search .

4. From the list of tags that appears in the search results, select the tag you selected inStep 12 in the previous section, and then click OK . The Recorded values dialog boxdisplays.

5. Use the default settings in the Recorded values dialog box and click Get Events asshown in the following figure. For more information on the field on the RecordedValues dialog box, click the help icon.

6. Verify that the system returned archived values, and close the System Management

Tools.Steps to Enable BufferingThe buffering subsystem stores time-series values to memory when the remote interfacecomputer cannot communicate with the FactoryTalk Historian SE Server. To enable

buffering on the interface computer, use the following procedure:

Note: FactoryTalk Historian SE only supports the PI Buffer Subsystem and not the API(BufServ) buffering.

1. Start the System Management Tools from Start > Programs > Rockwell Software >FactoryTalk Historian SE > System Management Tools .


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2. In the System Management Plug-Ins pane, click the Security folder, and then selectthe Trusts sub-folder, as shown in the following figure

3. Verify that PIBuffSybSystemService is listed in the Trusts column of the Trusts table,as shown in the following figure.

4. Exit the System Management Tools by selecting File > Exit from the main menu.

5. Launch the Interface Configuration Utility from Start > Programs > RockwellSoftware > FactoryTalk Historian SE > Interface Configuration Utility .

6. From the Interface list on the Interface Configuration Utility dialog box, select theRemote Interface name.

7. From the Interface Configuration Utility main menu, select Tools > Buffering.

8. On the Buffering dialog box, select the Choose Buffer Type option, and then selectthe Enable buffering with PI Buffer Subsystem option (right pane), and click Yes on the confirmation message that displays. Wait until the status box displays CurrentConfiguration: Good .

Note: If you delete an interface and recreate the interface (with the same id) onanother computer, you will get errors unless you restart the computer on which thedeleted interface was located. Restarting ensures restart of the buffering subsystem.

As a general rule, you must always disable buffering on the interface before you delete

it. If you forget to disable buffering, you will have to restart the computer to make surethe buffering subsystem is restarted.


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9. Select the Buffered Servers section option from the left pane. This will open up onthe right pane the options for the Buffered Servers section. From the Buffering tocollective/server drop-down menu, select the name of the computer on which theRemote Interface is installed, and then click Yes to the confirmation message.

10. Click OK to close the Buffering dialog box.11. From the list on the Interface Configuration Utility dialog box, select Service , as

shown in the following figure.

In the Dependencies list, add the PIBufss service from the list of Installed Services . It isimportant to add PIBufss as a dependent service to make sure your interface always startsafter the buffering service starts.

IMPORTANT! If the interface starts before the buffering subsystem, data will be lost.

12. After adding PIBufss as a dependent service, restart the interface from the RestartInterface Service option on the toolbar.

13. Verify that the Status Bar (at the bottom of the dialog box) shows status as Ready andRunning .

14. Click Close to exit the Interface Configuration Utility dialog box. The bufferingservice is now configured.


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Steps to Install Other Components (optional)

This section describes each option for client applications and updates.

Steps to Install FactoryTalk Historian DataLink Client

This option installs the FactoryTalk Historian DataLink plug-in for Microsoft Excel. Forinstructions, see “Install FactoryTalk Historian DataLink.”

Note: To use FactoryTalk Historian DataLink, you must have Microsoft Excel installed.

Steps to Install FactoryTalk Historian Site Edition Management Components

This option enables you to configure the FactoryTalk Historian Server and FactoryTalkHistorian Live Data Interface. It installs PI SDK, Rule Editor, and AutoDiscovery. Installthis software on the computer you installed the FactoryTalk Live Data Interface client, andalso install it on the FactoryTalk View SE computers if TrendX is configured to trend datafrom FactoryTalk Historian SE.

Note: This option does not install Interface Configuration Utility, System ManagementTools or FactoryTalk Administration Console.

Steps to Uninstall FactoryTalk Historian SE

To uninstall FactoryTalk Historian SE, go to Start > Programs > Rockwell Software >FactoryTalk Historian > Uninstall FactoryTalk Historian SE . This option is only validafter FactoryTalk Historian SE has been installed.

IMPORTANT! Do not uninstall FactoryTalk Historian Site Edition unless you have decidedto not use Historian SE Server or you are resetting your FactoryTalk Historian plant flooroperations. Uninstalling FactoryTalk Historian SE will result in loss of data.

Steps to Upgrade to FactoryTalk Historian SE v2.1

The FactoryTalk Historian SE Server and all its client components (ActiveView,ProcessBook, DataLink) must be on the same version. Therefore, if you upgrade theserver, the client components must be upgraded as well.

IMPORTANT! Do not uninstall the previous version of FactoryTalk Historian SE. The 2.1Installation automatically updates the software to the latest version.

Follow these steps in the order they are listed to upgrade from FactoryTalk Historian SE2.0 to FactoryTalk Historian SE 2.1. Each step is described in the sections that follow.

1. “Steps to Stop Services and Processes”

2. “Steps to Upgrade FactoryTalk Services Platform (optional)”

3. “Steps to Upgrade FactoryTalk Activation Server and Client (optional)”

4. “Steps to Upgrade RSLinx Enterprise (optional)”

5. “Steps to Back Up Your 2.0 Database”

6. “Steps to Upgrade FactoryTalk Historian ActiveView”


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7. “Steps to Upgrade FactoryTalk Historian DataLink”

8. “Steps to Upgrade FactoryTalk Historian ProcessBook”

Steps to Stop Services and Processes

Before you start the upgrade process, you must first stop all services and processes.1. Go to Start > Programs > Rockwell Software > FactoryTalk Historian SE > Stop

FactoryTalk Historian SE system.

2. Make sure the FactoryTalk Historian Live Data Agent (FTLDIntAgent) service is notrunning by going to Start > Settings > Control Panel > Administration Tools >Services.

3. In the Services window, look for FTLDIntAgent service. If it is running, stop it byclicking the Stop the Service option.

Steps to Upgrade FactoryTalk Services Platform (optional)

To upgrade FactoryTalk Services Platform, use the following procedure:

IMPORTANT! This step is required if you are upgrading RSLinx Enterprise.

1. Back up the FactoryTalk Directory configuration. For instructions, refer to “Back upan entire FactoryTalk Directory” in the FactoryTalk Online Help. The Help isavailable from Start > Programs > Rockwell Software > FactoryTalk Tools >FactoryTalk Help .

2. Once you have backed up the directory, on the installation screen, click InstallFactoryTalk Services Platform . The install will check for the current version of the

platform installed on the computer, and display a message. On the dialog box, clickOK to continue the upgrade process, or click Cancel to cancel the upgrade.

Note: You will be prompted to cancel out of the installation if you already have thecorrect version installed.


4. On the FactoryTalk Services Platform License Agreement screen, read the end-userlicense agreement, select I accept the terms of the license agreement , and then clickNext .

5. Select Install FactoryTalk Administration Console , and then click Next .

6. On the Ready to Install the Program dialog box, click Install to start installingFactoryTalk Services Platform.

7. On the Installshield Wizard Completed dialog box, click Finish . The setup processwill prompt you to restart the computer

8. Click OK to restart the computer.

9. After restarting the computer, verify the version of FactoryTalk Services Platform, andverify that the settings in the previous version of FactoryTalk Services Platform werecopied over to the new version during the upgrade process.


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For more information on the upgrade process of FactoryTalk Services Platform, refer toFactoryTalk Help, available from Start > Programs > Rockwell Software > FactoryTalkTools > FactoryTalk Help .

Steps to Upgrade FactoryTalk Activation Server and Client (optional)

To upgrade to FactoryTalk Activation Server and Client, use the following procedure:

1. On the installation screen, click Install FactoryTalk Activation Server, or, if you areupgrading only the client version, click Install FactoryTalk Activation Client . Theinstall will check for the current version of the FactoryTalk Activation Server or Clientinstalled on the computer, and display a message. On the dialog box, click OK tocontinue the upgrade process, or click Cancel to cancel the upgrade.



3. On the License Agreement screen, read the end-user license agreement, select Iaccept the terms of the license agreement , and then click Next .

4. On the Customer Information screen, enter the user name and organization, and thenclick Next .



7. On the InstallShield Wizard Completed screen, click Finish . The setup process will prompt you to restart the computer.

8. Click OK to restart the computer.

9. After restarting the computer, verify the version of FactoryTalk Activation Server and

Client. Also, verify that the settings in the previous version of FactoryTalk ActivationServer and Client were copied over to the new version during the upgrade process.

Steps to Upgrade RSLinx Enterprise (optional)

To upgrade to RSLinx Enterprise, use the following procedure:

Note: You must upgrade FactoryTalk Services Platform before you upgrade RSLinuxEnterprise.

1. On the installation screen, click Install RSLinx Enterprise . The install will check forthe current version of the RSLinx Enterprise installed on the computer and display amessage. Click OK to continue the upgrade process, or click Cancel to cancel theupgrade.



3. On the License Agreement screen, read the end-user license agreement select Iaccept the terms of the license agreement , and then click Next .

4. On the Customer Information screen, enter the user name and organization, andclick Next .


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Steps to Back Up Your 2.0 DatabaseTo backup your FactoryTalk Historian SE 2.0 database, follow the steps listed in Chapter4: Backing Up FactoryTalk Historian Server in the FactoryTalk Historian Server SystemManagement Guide.

Once you have backed up your FactoryTalk Historian SE 2.0 Server, continue with thefollowing sections to upgrade FactoryTalk Historian ActiveView, DataLink, andProcessBook, if necessary. Otherwise, skip to the steps described in “Step 4: InstallFactoryTalk Historian Site Edition Server.”

Steps to Upgrade FactoryTalk Historian ActiveView

To upgrade, use the following procedure:1. Uninstall the previous version of FactoryTalk Historian ActiveView from Start >

Programs > Rockwell Software > FactoryTalk Historian SE > UninstallFactoryTalk Historian ActiveView . Follow the wizard to complete theuninstallation.


3. Follow the steps described in “Install FactoryTalk Historian ActiveView.”

Steps to Upgrade FactoryTalk Historian DataLink

To upgrade, use the following procedure:

1. Uninstall the previous version of FactoryTalk Historian DataLink from Start >Programs > Rockwell Software > FactoryTalk Historian SE > UninstallFactoryTalk Historian DataLink . Follow the wizard to complete the uninstallation.

2. Follow the steps described in “Install FactoryTalk Historian DataLink.”

Steps to Upgrade FactoryTalk Historian ProcessBook

To upgrade, use the following procedure:

1. Uninstall the previous version of FactoryTalk Historian ProcessBook from Start >Programs > Rockwell Software > FactoryTalk Historian SE > UninstallFactoryTalk Historian ProcessBook . Follow the wizard to complete theuninstallation.


3. Follow the steps described in “Install FactoryTalk Historian ProcessBook.”


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CHAPTER 4

Install FactoryTalk Historian DataLink, ProcessBook,and ActiveView

Install FactoryTalk Historian DataLink

FactoryTalk Historian DataLink is a Microsoft Excel Add-in that provides a link betweenthe FactoryTalk Historian server and Microsoft Excel. It enables you to use MicrosoftExcel to exchange information directly with the FactoryTalk Historian system databases.See the FactoryTalk Historian DataLink User’s Guide for more information.

To install FactoryTalk Historian DataLink, insert the FactoryTalk Historian DataLink diskinto your DVD drive. The installation screen displays the following three options:


For instructions on how to install FactoryTalk Services Platform, see “Steps to InstallFactoryTalk Historian SE 2.1” .

Install FactoryTalk Historian DataLink1. On the installation screen, click Install FactoryTalk Historian DataLink .


3. On the End User License Agreement screen, select I accept the terms of the

agreement , and then click Next .4. From the Setup Type screen, select Typical .

5. When the installation is complete, restart your computer.

6. Start Microsoft Excel. From the main menu, select Tools > Add-Ins .

7. In the Add-Ins dialog box, click Browse to browse to the following files, and thenclick OK to add the files.

c:\Program Files\Rockwell Software\FactoryTalkHistorian\Server\PIPC\Excel\PITrendXL.xla

c:\Program Files\Rockwell Software\FactoryTalkHistorian\Server\PIPC\Excel\pipc32.xll

Note: If you are installing FactoryTalk Historian DataLink on a computer that hasFactoryTalk Historian Interface or FactoryTalk Historian SE Server installed, in the SMTand MDBBuilder folders you will see the following two files: PITagCnf.xla andMDBBuilder.xla. These files are required to create the PI-SMT menu in MS Excel.

c:\Program Files\Rockwell Software\FactoryTalkHistorian\Server\PIPC\SMT\PITagCnf.xla.


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c:\Program Files\Rockwell Software\FactoryTalkHistorian\Server\PIPC\MDBBuilder\MDBBuilder.xla.

8. Click OK on the Add-Ins dialog box.

9. If ActiveX warnings display, click OK .

After completing the previous steps, PI and PI-SMT menu items will display in the mainmenu of Microsoft Excel.

Open Release Notes

Select this option to read the Release Notes for the current version of FactoryTalkHistorian DataLink.

Install FactoryTalk Historian ProcessBook

FactoryTalk Historian ProcessBook is an advanced analytics client used to visualize data

stored in FactoryTalk Historian server. See the FactoryTalk Historian ProcessBook User’sGuide for more information.

To install FactoryTalk Historian ProcessBook, insert the FactoryTalk HistorianProcessBook disk into your DVD drive. The installation screen displays the followingthree options:


For instruction on how to install FactoryTalk Services Platform, see “Steps to InstallFactoryTalk Historian SE 2.1”

Install ProcessBook Client

1. On the installation screen, click Install FactoryTalk Historian ProcessBook .2. On the Welcome screen, click Next .


4. From the Setup Type screen, select Typical .


Open Release Notes

Select this option to read the Release Notes for the current version of FactoryTalkHistorian ProcessBook.


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Install FactoryTalk Historian ActiveView

FactoryTalk Historian ActiveView is a ProcessBook runtime client that presents displaysof live data from the FactoryTalk Historian server as well as information from ODBCsources (via ADO or VBA). These displays are created using FactoryTalk HistorianProcessBook, and FactoryTalk Historian ActiveView is installed on all the computers onwhich you want to run the displays. Also, using Microsoft Internet Explorer you candeploy FactoryTalk Historian ActiveView on the Internet or within a corporate intranet.You can insert FactoryTalk Historian ActiveView displays as ActiveX controls in existingMicrosoft Excel spreadsheets, FactoryTalk View SE, or other reporting tools used in yourenvironment. See the FactoryTalk Historian ActiveView User’s Guide for moreinformation.

To install FactoryTalk Historian ActiveView, insert the FactoryTalk Historian ActiveViewdisk into your DVD drive. The installation screen displays the following three options:


For instruction on how to install FactoryTalk Services Platform, see “Steps to InstallFactoryTalk Historian SE 2.1”

Install ActiveView1. On the installation screen, click Install FactoryTalk Historian ActiveView .



4. From the Setup Type screen, select Typical .


6. Launch the Internet Information Services Manager application from Start >Programs > Administrative Tools > Internet Information Services (IIS) Manager .

7. In the IIS main window, in the left pane, you will see the name of your local computer,right-click the name, and from the list, select Properties .

8. On the Properties dialog box, click MIME Types.

9. On the MIME Types dialog box, click New.

10. In the MIME Type New dialog box, in the Extension field, enter the followinginformation:

Extension: .pdi

MIME type: application/octet-stream

11. Click OK to close the MIME Types dialog box.

12. Click OK to close the Properties dialog box.

Open Release Notes

Select this option to read the Release Notes for the current version of FactoryTalkHistorian ActiveView.


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Install Optional PI Components

The FactoryTalk Historian SE disk contains several optional PI components used for datamanagement. These components are located in the \\redist folder.

If you choose to install these components, be sure to install them after you installFactoryTalk Historian SE. See the PI documentation, which can be found in the\\redist\docs folder, for further information regarding these components.

Uninstall FactoryTalk Historian ProcessBook

To uninstall FactoryTalk Historian ProcessBook, click Start > Programs > RockwellSoftware > FactoryTalk Historian SE > Uninstall FactoryTalk HistorianProcessBook . This option is only valid after FactoryTalk Historian ProcessBook has beeninstalled.

Uninstall FactoryTalk Historian DataLinkTo uninstall FactoryTalk Historian DataLink, click Start > Programs > RockwellSoftware > FactoryTalk Historian SE > Uninstall FactoryTalk Historian DataLink .This option is only valid after FactoryTalk Historian DataLink has been installed.

Uninstall FactoryTalk Historian ActiveView

To uninstall FactoryTalk Historian ActiveView, click Start > Programs > RockwellSoftware > FactoryTalk Historian SE > Uninstall FactoryTalk Historian ActiveView .This option is only valid after FactoryTalk Historian ActiveView has been installed.


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CHAPTER 5

Secure FactoryTalk Historian SEFactoryTalk Historian SE requires you to log in to the system before using the system. Tosuccessfully log in to the system, you must belong to a FactoryTalk Historian Securitygroup. FactoryTalk Historian SE automatically creates these groups when it is installed.To add passwords or to add new users to each group, refer to the FactoryTalk Securitydocumentation, available from Start > Programs > Rockwell Software > FactoryTalkTools > FactoryTalk Security Quick Start . FactoryTalk Historian SE uses the samelogon protocols as the rest of the FactoryTalk system and supports FactoryTalk SecuritySingle Sign-On.

Note: If you plan to track user IDs in FactoryTalk Diagnostics, you must create identicaluser IDs on the FactoryTalk Historian SE Server. For information on creating user IDs onthe FactoryTalk Historian SE Server, refer to the FactoryTalk Historian SE SystemManagement User Guide.

FactoryTalk Historian SE Security Groups

The FactoryTalk Historian SE security groups created in FactoryTalk Security are asfollows:

FTHAdministrators have the following privileges:

Note : The Windows Administrators group is part of the FTHAdministrators group.

Modify FactoryTalk Historian Server settings - including security (FactoryTalk

Historian database tables).Create, modify, and delete point definitions.Read and write any point’s historical data set.Add new point data to any point’s historical data set.

FTHEngineers have the following privileges:

Create, modify, and delete point definitions.Read and write any point’s historical data set.

FTHSupervisors have the following privileges:

Read any point definition.Read any point’s historical data set.Add new point data to any point’s historical data set.Add, modify, and delete point data.

FTHOperators have the following privileges:

Read any point definition.Read any point’s historical data set.

Important: By default, FactoryTalk Security allows any user to change their privilegelevel to any level, including administrative levels. For information on tightening


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security, see FactoryTalk Security Quick Start , available from Start > Programs >Rockwell Software > FactoryTalk Tools > FactoryTalk Security Quick Start .

FactoryTalk Historian SE Security Trusts

In addition to creating groups, trusts are created in the FactoryTalk Historian Server thatmap groups to generic users. For example, the FTHEngineers group is mapped toFTHEngineer users.

On a computer on which FactoryTalk Historian SE Server is running, users can accessFactoryTalk Historian SE Server by logging on using a user ID and password or thedefault local trusts. For more information on trusts, see the FactoryTalk Historian SEServer System Management Guide.


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CHAPTER 6

Record Messages Using FactoryTalk DiagnosticsFactoryTalk Historian SE uses the FactoryTalk Diagnostics component of the FactoryTalkServices Platform to record messages sent by the FactoryTalk Historian SE Server. In theevent of a message, the FactoryTalk Server logs it in the FactoryTalk Diagnostics service.

If the FactoryTalk Historian SE Server cannot connect to the FactoryTalk Diagnosticsservice, the server will log the messages in the Windows Event log and continue toreconnect to FactoryTalk Diagnostics service. Once the server reconnects to theFactoryTalk Diagnostics service, a message is logged indicating that some messages maynot have been logged and will advise you to check the local Windows Event log.

Message ParametersEach message logged to the FactoryTalk Diagnostics service contains the followinginformation:

Date/Time - This is the date and time the message was recorded. The time is the localtime for the server. This is important to note if you are in a different time zone than theserver.

User Name - This is the name of the user that performed or requested an operationthat generated the error message.

Note: If you plan to track user IDs in FactoryTalk Diagnostics for auditing purposes, you

must create identical user IDs in the FactoryTalk Historian SE Server. See the FactoryTalkHistorian System Management User Guide for information on creating user IDs in theHistorian Server.

User Description - This is the full name of the user.

Severity - All messages are logged as Warning or Informational .

Audience - Engineer is the default audience type for all messages.

Message text - This is a description of the error that occurred.

Location - The name of the computer where the diagnostic message was generated.

Provider - The name of the FactoryTalk product or subsystem that generated the

message.

View Messages

To view the messages in FactoryTalk Diagnostics, run the FactoryTalk Diagnostics Viewertool. See the FactoryTalk Diagnostics Viewer Help for more information on how to use theViewer to search and filter messages.


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To view messages stored in the Windows Event log, click Start > Settings > ControlPanel > Administrative tools > Event Viewer .


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CHAPTER 7

Use Additional FactoryTalk Historian SE FeaturesThe following three features are provided by FactoryTalk Historian SE:

“Auto Discovery Wizard”

“Discovery Rule Editor”

“FactoryTalk Historian Live Data Local Interface”

“Verify the Local Interface Configuration”

Auto Discovery Wizard

The Auto Discovery wizard is a feature of FactoryTalk Historian SE that guides youthrough the process of finding data points from selected point sources, such as LinxEnterprise, Linx Classic, other OPC-DA Servers (for example, kepware opc), and HMI/Alarm Servers (for example, FactoryTalk View).

To start the wizard, click Start > Programs > Rockwell Software > FactoryTalkAdministration Console . The FactoryTalk Administration Console displays.

1. In the Explorer window, right-click the application or area from which you want tosearch for data points. From the pop-up menu, select Discover Historian Points .

2. On the Discover Historian Points dialog box, select the appropriate serverconnection and data collection interface to which you want to add points, and pointsources you want to search.

IMPORTANT! All the steps related to using the Auto Discovery wizard are explained indetail in the FactoryTalk Historian SE Help. It can also be accessed by clicking the Helpicon on the Discover Historian Points dialog box.

3. After the wizard completes the point discovery, it prompts you to start the DataCollection Interface Service to start collecting the data points in the FactoryTalkHistorian SE server.

Discovery Rule Editor

The Discovery Rule Editor is launched from the Discover New Historian Points dialog box. Use this dialog box to create your own rules for use during the Auto Discovery process. The data points (tags) that match the rules you created are added to theFactoryTalk Historian SE Server. The set of rules that you define are stored in a user-defined rule XML file. The user-defined rule XML file is stored in the same location asthe default set of rule file (named AutoDiscovery and Configuration Rules.xml). When theAuto Discovery wizard is run, rules from both files are used. However, the rules defined inthe user-defined XML file take precedence over the rules defined in the default XML file.


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For more information on the Rule Editor, refer to the “FactoryTalk Historian SEDiscovery Rule Editor” topic in the FactoryTalk Historian SE Help. It can be accessed byclicking the Help icon on the Edit Discover Rules dialog box.

FactoryTalk Historian Live Data Local InterfaceWhen you create the FactoryTalk Historian SE Server, by default a FactoryTalk HistorianLive Data Interface with the name FTLD1 is available locally on your FactoryTalkHistorian SE server computer, as shown in the following image.

This local interface is configured to start collecting data points from any data servers thatare available to the FactoryTalk Historian SE server.

IMPORTANT! You can use the local interface for data collection; however, we stronglyrecommend that you create a remote interface on the computer that has the dataserver installed. Buffering, which ensures that loss of data does not occur, can only beenabled on a remote interface. To learn more about buffering, see “Steps to EnableBuffering” .

Verify the Local Interface Configuration

To verify the local interface is configured:

1. Open FactoryTalk Administration Console from Start > Programs > RockwellSoftware > FactoryTalk Administration Console.

2. Right-click FTLD1 , and select Properties . The Data Collection InterfaceProperties dialog box displays.

3. On the Data Collection Interface Properties dialog box, in the Service Statussection, verify that the Startup Type is set to Automatic .

4. Click Start to start the Data Collection service and then wait until the message Started displays. For more information, click the Help icon on the dialog box.

5. Click OK to close the dialog box.


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CHAPTER 8

Use FactoryTalk View TrendX ObjectThe FactoryTalk View TrendX display object supports FactoryTalk Historian SE Server asa data source. This chapter explains the configuration required for FactoryTalk ViewTrendX to trend the data points (tags) from FactoryTalk Historian SE Server. A trend is avisual representation or chart, of a real-time or historical data. It provides a way to track

plant activity as it is happening.

To use this feature, make sure the following prerequisites are in place:

FactoryTalk View Site Edition (SE) is installed.

The FactoryTalk View SE Patch Roll Up is installed on all FactoryTalk View Client

computers. This is required if you are using FactoryTalk View SE TrendX to visualizeFactoryTalk Historian SE data. The FactoryTalk View SE Patch Roll Up is availablethrough the Rockwell Automation Knowledgebase located at http://www.rockwellautomation.com/knowledgebase/.

Note: Select the FactoryTalk Historian Site Edition Management Installation option andinstall on all FactoryTalk View Client and Studio Computers to support using TrendX withFactoryTalk Historian SE 2.1.

Configure the Trend Properties

To configure the trend properties:

1. Click Start > Programs > Rockwell Software > FactoryTalk View > FactoryTalkView Site Edition Client to start FactoryTalk View SE.

2. Log on using FactoryTalk Security credentials.

Note: If you are logged on to the FactoryTalk system, you do not need to log on toFactoryTalk View SE separately. If you are unable to log on to FactoryTalk View SE,contact your system administrator.

3. From the main menu,select File > New Application if you are creating a new application.select File > Open Application , to open an existing application.

4. From the main menu, select File > New Display to create a new display, or select anexisting one from the Explorer window.

5. Select a trend object from Object > Advanced > Trend and drag it onto the displaycanvas.

6. Double-click the trend object to open its properties. The Trend Properties dialog boxdisplays.

7. On the General Tab of the Trend Properties dialog box, select one of the followingoptions from the Data Server field:


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Real-time data server: Retrieves data from the snapshot subsystem. This optionis preferred for points that change infrequently like setpoints.Poll historical data: Retrieves data from the archive files. This option is

preferred for points that change faster than a second.

8. On the Pens tab of the Trend Properties dialog box, select Historian Server fromthe Pen Source field.

Note: The fields on the TrendX object tab are explained in detail in the FactoryTalkView SE Help. Click Help on the TrendX object dialog box for information on those fields.

Add Pen Configuration

The Add Pen Configuration dialog box enables you to add new or existing FactoryTalkHistorian data points (tags) in pen for trending (one pen per tag). To open the dialog boxon the Pen tab of the Trend Properties dialog box, click Add Pen(s) .

1. In the Add Pen dialog box, select a FactoryTalk Historian SE Server from the drop-

down list. If you have only one FactoryTalk Historian SE server configured, the nameof that server displays. If there is no server selected, the following error messagedisplays: “No FT Historian Server found. Please check to make sure that the FTHistorian Server exists.”

2. In the Enter or Select Tag field, enter the name of the data point (tag) you want toadd, or search for a tag by clicking the browse (...) button.

3. Clicking the browse button opens the Tag Search dialog box. Use the Tag Searchdialog box to search all the data points stored in the FactoryTalk Historian server. Forinformation on how to use the Tag Search dialog box, click the Help button on thedialog box.

4. Once you have selected or created your tag, click Add to add the tag. The tag namewill be validated.

If validation fails, a dialog box displays “Invalid Tag Name. Please re-enter.”If validation succeeds, the name is added to the list box and the edit box is cleared.

5. Click Remove to remove the highlighted tag in the list box. A confirmation dialog boxdisplays. Click OK to remove the highlighted tag.

6. Click Remove All to remove all the tags in the list. A confirmation dialog boxdisplays. Click OK to remove all tags.

Support Multiple FactoryTalk Historian SE Servers

The Trend object supports different pens that come from multiple FactoryTalk HistorianSE Servers. For example, Pen 1 tag source could be from FactoryTalk Historian SE ServerA and Pen 2 tag source could be from FactoryTalk Historian SE Server B.

Note: Pen 1 tag cannot have the same name as Pen 2 tag.


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CHAPTER 9

Configure a CollectiveA collective consists of two FactoryTalk Historian SE servers that have the samecon

FTHistorian SE Installation and Configuration Guide

Documents

Transcript of FTHistorian SE Installation and Configuration Guide