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FactoryTalk Historian Machine Edition Overview...............1 FactoryTalk Historian ME System Requirements ...............3 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Internet Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Transferring Data .................................................................25 Adding Trusts to Your FactoryTalk Historian SE or PI Server . . 25 Time Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Transferring Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Data Transfer Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 on the FactoryTalk Directory computer. 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.
FactoryTalk Historian ME System Requirements Before installing FactoryTalk Historian ME, determine your platform requirements and configuration environment. The following information offers some guidelines as you begin planning. 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.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of 6.0.2900.3627 and a date of 09/24/2009. Windows XP SP3 If the \windows\system32\mshtml.dll file has a version that is less than 6.0.2900.5512 or a date that is before 04/ 14/2008, apply this patch: KB974455 (10/12/09) http:// www.microsoft.com/downloads/ details.aspx?displaylang=en&FamilyID=8101625dee93-46e5-aec2-3bdbf2d86472.
Enable the following settings Binary and script behaviors Run ActiveX controls and plug-ins Script ActiveX controls marked safe for scripting If you are using Internet Explorer 8.0 in compatibility mode, you must enable the security setting for Include local directory path when uploading files to a server.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE RSLinx Classic RSLogix 5000 Clock Update Tool User Documentation Setting up Your ControlLogix Environment Perform the following steps to set up your ControlLogix environment before installing FactoryTalk Historian ME. 1. 2. 3. 4. Set up the ControlLogix chassis. Insert the ControlLogix controller(s) into the chassis. Power on the system. Configure the ControlLogix device(s).
Installing FactoryTalk Historian ME Components If you plan to use FactoryTalk Historian ME Client Tools, such as the FactoryTalk Historian ME Rule Editor, FactoryTalk Directory, and/or FactoryTalk Security, then these components must be installed before you continue. If you do not plan to use FactoryTalk Historian Client Tools, then skip to “Logging into FactoryTalk Historian ME” on page 11.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE To access the FactoryTalk Historian ME Client Tools, click Install ME Client Tools from the main menu. This takes you to the Installation menu.
In addition to these FactoryTalk Historian ME components, the FactoryTalk Historian ME online documentation, release notes, user documentation, and Getting Started videos are also available on the CD. 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.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE as data tags and graphic displays. FactoryTalk Historian ME supports a network directory only. FactoryTalk Security can be used to secure your FactoryTalk network after installing FTSP SR2. Select the “custom” option to install the FTSP Web Services component. Microsoft’s Internet Information Server (IIS) must be installed and configured before you install FTSP.
FactoryTalk Historian ME User’s Guide for information on installing the FactoryTalk Historian AOP component. Installing the FactoryTalk Historian SE Patch FactoryTalk Historian ME can be integrated with FactoryTalk Historian SE 2.1 or 2.2 after you have installed the FactoryTalk Historian SE patch.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 3. Click [Go] to the right of the Address field, or click [Enter]. This opens the login page. 12 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 unauthorized access, click Logout before closing the browser.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE FactoryTalk Historian SE or PI 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/PI Server Click the radio button next to Historian SE/PI Server to synchronize the FactoryTalk Historian ME Module time with the FactoryTalk Historian SE or PI Server time. The FactoryTalk Historian server 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.
• • • 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 or PI server. The module name is limited by the following: 4. Maximum of 64 alpha numeric characters in the name. No special characters (e.g., !, @, #, $, %, ^, &, *) are allowed.
create corresponding points in FactoryTalk Historian ME. There are three main steps involved in the Add Points Wizard process: 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.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Follow these steps to set the search parameters for the Add Points Wizard and begin searching for tags. 1. Select a Rule File. 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.
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 3. 4. Either accept the default file name or enter a name of your choice. The default file name is the name of the point whose data is being exported, with _ArchiveInfo.csv appended to the end. If you change the file name, you must retain .csv as the file extension. Accept the default values for the following fields and click [Save]. Save as type: The default type is HTML File. Language: The default language is Unicode.
6. Click the red square to stop the trend. The [Reset] button becomes active. Click [Reset] to reset the trend. Transferring Data The Data Transfer subsystem works with the Data Storage and Data Collection subsystems to transfer historical data to a FactoryTalk Historian SE or PI server. The Data Transfer subsystem can only transfer data to one FactoryTalk Historian SE or PI server.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Assigning FT Activation Licenses to Support the FTMS Point Source (FactoryTalk Historian SE) 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.
the FactoryTalk Historian SE module that is currently connected. 6. Select your FactoryTalk Historian SE module from the dropdown menu in the PI server field. You must create a trust for Data Transfer (datatransfer) and a trust for web applications (webs).
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE creating a Data Transfer trust first. Use this procedure to create a web application trust after you create the Data Transfer trust. 7. Enter a name for the datatransfer trust in the Trust Name field. Click [Next]. The trust description is optional. 8. Select PI-API application for the trust type. Click [Next]. 9. Enter datatransfer for the application name in the Application Name field. 10.
12. Click [Finish]. The trust displays in the list of trusts as shown in the following image. 13. Repeat steps 3-12 to create a webs trust. Replace datatransfer with webs and add the appropriate information. 14. Select File > Exit from the drop-down menu to exit the SMT application. If you are configuring Data Transfer in the FactoryTalk Historian ME web interface next, you must ensure that your FactoryTalk Historian SE is configured for Data Transfer.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Open the FactoryTalk Historian ME web interface in your browser. Click Configure Historian and go to the Data Transfer page. To test the module’s connection to the FactoryTalk Historian SE server where the web applications and data transfer trusts you just created reside, perform the following steps. 1. Go to the FT Historian SE/PI Server Parameters section. 2.
An informational message that states that the connection to SE was established displays at the top of the page if the connection is successful. In addition, a green checkmark displays next to the [Test Connection] button. This indicates that the module can establish a connection to your FactoryTalk Historian SE server. If this checkmark and message do not appear, check your work and try again. 4. Click [Save]. You have completed the trust configuration process.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Wizard option Trust menu bar Trusts option 5. 32 Select your PI server from the drop-down menu in the PI Server field.
6. Enter a name for the datatransfer trust in the Trust Name: field. Click [Next]. 7. The trust description is optional. 8. Select PI-API application for the trust type. Click [Next]. 9. Enter datatransfer for the application name in the Application Name field. 10. Specify client connection information such as the network path, IP address, and NetMask for the data transfer trust. Click [Next]. 11. Select a PI user from the drop-down menu. 12. Click [Finish].
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 14. Select File > Exit from the drop-down menu to exit the SMT application. You have completed the trust configuration process. ENSURE THAT PI SERVER IS CONFIGURED FOR DATA TRANSFER If you are configuring Data Transfer in the FactoryTalk Historian ME web interface next, you must ensure that your PI Server is configured for Data Transfer. Open the FactoryTalk Historian ME web interface in your browser.
If you use a host name, be sure that your network administrator has already set up the relationship between the host name and the IP address in the DNS server. 2. Click [Test Connection]. If the connection is successful, an informational message displays at the top of the page indicating this. In addition, a green checkmark displays next to the [Test Connection] button. This indicates that the module can establish a connection to your PI server.
• • • 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 FT Historian Site Edition/ PI Server Parameters, enter the host name or IP address of the FactoryTalk Historian SE or PI 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 Total Licensed Points (PI server) This is the number of points that have been assigned to the PI server. It is an indication of the number of FactoryTalk Historian ME points that can be transferred to the PI server.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Transfer Statistics section of the Data Transfer page contains the following information: Property Name Property Description Transfer Rate This is the total number of retrieved events sent to FactoryTalk Historian SE or the PI server, divided by the time spent retrieving events sent to FactoryTalk Historian SE or the PI server (in events per minute).
Property Name Property Description Point Source Select a point source from the drop-down menu or use an asterisk (*) to search data with all point sources. Point Type Select a point type from the drop-down menu or use an asterisk (*) to search data with all point types. Scan Rate Select a scan rate from the drop-down menu or use an asterisk (*) to search data with all scan rates.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Property Name Property Description “FTMS” Points Available (FactoryTalk Historian SE)/ Available License Points (PI server) 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 or PI server.
File information includes the following fields: Column Name Column Description Selected This indicates whether or not the point has been added to Data Transfer. Check the box under Selected to add the point to data transfer. Name This is the name of the data point in FactoryTalk Historian ME. Type This is the data type of the point. See Data Types in the FactoryTalk Historian ME User’s Guide or online help for a detailed description of the data types.
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE Note: You can also run a search in FactoryTalk Historian SE to verify the points have been mapped to FactoryTalk Historian SE. See the FactoryTalk Historian SE User’s Guide for more information. 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.
43 • • • TRANSFERRING DATA
• • • FACTORYTALK HISTORIAN ME QUICK START GUIDE 44
