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FactoryTalk Historian Machine Edition Overview............. •1 FactoryTalk Historian ME System Requirements ............. •2 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Internet Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Starting and Stopping Data Transfer . . . . . . . . . . . . . . . . . . . . . . 23 Adding Trusts to Your FactoryTalk Historian SE . . . . . . . . . . . . 23 Assigning FT Activation Licenses to Support the FTMS Point Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Time Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Transferring Data . . . . . . . . . . . . . . . . .
FactoryTalk Historian Machine Edition Overview FactoryTalk® Historian Machine Edition (ME) provides a completely contained system for data storage and data collection. The FactoryTalk Historian ME Module is inserted into a chassis with one or more ControlLogix® controllers. The FactoryTalk Historian ME Module collects data across the backplane from the ControlLogix controllers in the local chassis and stores it in a local archive.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE custom install and select the web services (for details, refer to the FactoryTalk Services Platform release notes . You must also have Internet Integration Services (IIS) installed. FactoryTalk Historian SE: By integrating FactoryTalk Historian ME with FactoryTalk Historian SE, you can transfer the data logged by FactoryTalk Historian ME to FactoryTalk Historian SE for long term storage and analysis.
System Requirements The hardware and software requirements for FactoryTalk Historian ME depend on the demands an application places on the system. The greater the demand, the more powerful a system must be to support this demand. For large or complex applications, use computers with faster CPUs and more RAM. In addition to this, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE details.aspx?displaylang=en&FamilyID=8101625dee93-46e5-aec2-3bdbf2d86472. After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of 6.0.2900.5880 and a date 09/24/2009. Windows Server 2003 SP2 The minimum supported version is 6.0.3790.3959. If the IE 6.0 version is less than the minimum supported version, apply the following patch: KB974455 SP2 (10/ 12/09) http://www.microsoft.com/downloads/ details.
ControlLogix 55xx (1756-Lxx) version 13 or higher RSLogix 5000 ENBT/EN2T Module Chassis Client Computer Requirements Power supply Intel Penium III, 600MHz, 512MB RAM (minimum) or Intel Celeron, 3 GHz or higher, (recommended), 1GB of RAM or more Mouse or compatible pointing device Client Tool Software (CD) FactoryTalk Services Platform CPR9 SR2 FactoryTalk Historian ME Management CRP9 SR2 (Admin Console) FactoryTalk Historian ME Rule Editor FactoryTalk Historian ME RSLogix 5000 Mo
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 1756-HIST1G 1756-HIST2G The 1G or 2G in the part number indicates how much data storage is associated with the FactoryTalk Historian ME Module. Unpack the FactoryTalk Historian ME Module and insert it into the chassis. Refer to your FactoryTalk Historian ME Installation Instructions for more detailed information.
Insert the CD into your computer’s CD drive. If autoplay is turned on, the FactoryTalk Historian ME installation screen will automatically launch and display the FactoryTalk Historian ME installation options. If the screen does not automatically launch, click Start > Run and type D:\setup, where D is the letter of your CD drive.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Installing FactoryTalk Services Platform This option installs FactoryTalk Services Platform (FTSP) CPR9 (Service Release 2). FTSP is an underlying architecture and set of common services that Rockwell Automation products build upon. FTSP must be installed on the computer that hosts the FactoryTalk Directory Server and all computers that are part of the FactoryTalk directory, including the FactoryTalk Historian SE server and all clients.
box are automatically written to this file. The data points matching these rules are found and added to the FactoryTalk Historian ME module. You can upload the Rule File to the FactoryTalk Historian ME Module using the FactoryTalk Historian ME Upload Manager feature. See Using the FactoryTalk Historian ME Rule Editor in the FactoryTalk Historian ME User’s Guide for more information.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 2. Enter the IP address of the FactoryTalk Historian ME Module in the Address field. The IP address scrolls across the LED display on the front panel of the FactoryTalk Historian ME Module. 3. Click [Go] to the right of the Address field, or click [Enter]. This opens the login page. 10 4. Enter the default user name “piadmin” and leave the password field blank. 5. Click [Login]. The FactoryTalk Historian ME home page appears.
After logging in, it is highly recommended that you change the password for the default “piadmin” user. See the FactoryTalk Historian ME User’s Guide or online help for more information. If you are using FactoryTalk Security in your network environment, see the FactoryTalk Historian ME User’s Guide for information on setting up FactoryTalk Security before continuing. To prevent against unauthorized acess, click Logout before closing the browser.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE FactoryTalk Historian SE server computer FactoryTalk Historian client computers FactoryTalk Historian ME modules Logix controller Before you begin collecting data with FactoryTalk Historian ME, it is important that you set the correct time. Follow these steps to set the time in FactoryTalk Historian ME. 1. Click on Advanced in the top navigation bar. 2. Click on Time Management in the left-hand navigation bar.
Time Source Description FactoryTalk Historian SE Click the radio button next to Historian SE to synchronize the FactoryTalk Historian ME Module time with the FactoryTalk Historian SE Server time. FactoryTalk Historian SE must be configured as an NTP server for this to work. Manual Set Click the radio button next to Manual Set to set the date and time of the FactoryTalk Historian ME Module manually. By default, the current date and time of the browser client is displayed in the data field.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 2. Click on System Settings in the left-hand navigation bar. 3. Enter a name in the Module Name field. The name should be descriptive enough to make it easily identifiable. This is especially useful when transferring data to a FactoryTalk Historian SE Server. The module name is limited by the following: Maximum of 64 alpha numeric characters in the name. No special characters (e.g., !, @, #, $, %, ^, &, *) are allowed.
Main Steps Description 1. Discover Tags In this step you set the parameters for discovering tags. 2. Create Points In this step you decide which tags you want to use to create points. 3. Review Results In this step you review the number of points created, the number of points not created, and the total number of points in FactoryTalk Historian ME. To open the Add Points Wizard, click on Manage Points in the top navigation bar. The Add Points Wizard opens automatically.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE This file determines which points will be discovered by the Add Points Wizard. You can view the Rule File by clicking the icon to the right of the Rule File data field. Rule Files are managed through the Discovery Rule Editor (one of several optional tools available on the Client Tools CD that was shipped with your FactoryTalk Historian ME Module). Use the Discovery Rule Editor to create and edit Rule Files that you can upload to the module.
Note: If a large amount of data is being transferred from the Controller to the module when the module is going through an initial bootup, please wait about five to ten minutes before trying to access the FactoryTalk Historian ME web interface.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Column Name Column Description Name This column displays the name of the tag found in the ControlLogix Controller. The tag name is a combination of the ControlLogix project name added as the prefix to the controller tag name. Type This column displays the ControlLogix datatypes for the tags. See Datatypes in the FactoryTalk Historian ME User’s Guide for more information. Rate (sec) This column displays the current scan rate in seconds for each tag.
Review Results After point creation is complete, the Review Results page opens. The information here allows you to quickly see the success (or failure) of the Create Points operation. The Review Results page displays the following information: Result Result Description Number of Points Created This is the number of points created based on the points selected in the Create Points operation. Only points that do not yet exist are created.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 1. Click Configure Historian in the top navigation pane. The Data Collection page opens. 2. Click [Start]. Data collection begins. To stop the Data Collection interface, perform the following steps: 1. Click Configure Historian in the top navigation pane. The Data Collection page opens. 2. Click [Stop]. Data collection stops.
Property Name Property Description Archiving Select On or Off from the drop-down menu or use an asterisk (*) to search data with archiving set to On and Off. Scan Select On or Off from the drop-down menu or use an asterisk (*) to search data with scan set to On and Off. Click [Search]. The search results are displayed with the name, value, timestamp, and type of data being collected listed in table format. Click [Export] to export the current data.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Use the parameters described in “Current Data” to search for points. Click [Search]. The search results are displayed with the name, value, timestamp, and type of data listed in table format. To create a trend of points for a specified time period: 1. In the generated Points table, check the Select box for each point you want to include in the trend chart. 2.
Starting and Stopping Data Transfer The Data Transfer service status is either started or stopped. Click on the appropriate button on the Data Transfer page to either start or stop Data Transfer. Clicking the Enable Auto Transfer checkbox provides immediate data transfer. Clicking [Save] is not required.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 8. Click [Next]. 9. Select “PI-API application” as the type of trust to be added. 10. Click [Next]. 11. Specify the application name (enter either “datatransfer” or “webs”). 12. Specify client connection information such as the network path, IP address, and subnet mask for “datatransfer” or “webs”. 13. Click [Next]. 14. Select a PI user from the dropdown menu. 15. Click [Finish].
Historian ME Module is connected to the FactoryTalk Historian SE server. Assigning FT Activation Licenses to Support the FTMS Point Source Before adding trusts to FactoryTalk Historian SE, you must assign activation licenses to support the FTMS point source in order to successfully transfer data between FactoryTalk Historian ME and FactoryTalk Historian SE.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 2. Click on Data Transfer in the left-hand navigation bar. This opens the Data Transfer page. 3. Under FactoryTalk Historian SE Parameters, enter the host name or IP address of the FactoryTalk Historian SE Server in the Host Server Name data field. 4. Click [Test Connection] to confirm that the specified host server can be accessed.
Property Name Property Description “FTMS” Points Available This represents the total number of points granted by the license minus the number of points that are already being transferred to the FactoryTalk Historian SE Server. Under Data Transfer Parameters, the Status field displays the current Data Transfer status (started or stopped). If necessary, click [Start] or [Stopped] to start or stop Data Transfer. 5.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Property Name Property Description Successful Attempt Rate This is the number of successful data transfers from FactoryTalk Historian ME to FactoryTalk Historian SE per hour. Data Transfer Points After you have set up the connection to FactoryTalk Historian SE, you must specify which points you want to transfer.
Property Name Property Description Transferred Indicates whether or not data has been transferred from FactoryTalk Historian ME to FactoryTalk Historian SE. Select Yes from the drop-down menu to search for data points that have already been transferred or select No to search for data points that have not been transferred. Use an asterisk (*) to search for all data points. 2. Click [Search].
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Property Name Property Description Auto Transfer Mode This displays whether Auto Transfer is on or off. If Auto Transfer in “On”, then FactoryTalk Historian ME is set to automatically transfer data based on the settings on the Data Transfer page. Newly Added Points This represents the total number of points recently selected for transfer to FactoryTalk Historian SE.
Column Name Column Description Created in SE This indicates whether or not the point has already been matched to the FactoryTalk Historian SE Server. If the point has already been matched, then this is indicated by a “Y” in the Created in SE column. If not, then this is indicated by an “N.” 3. Check the box for each point under Selected to add it to Data Transfer. 4. Click [Save]. 5. To confirm the points have been mapped to FactoryTalk Historian SE, click [Search].
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 32
