INSTALLATION AND CONFIGURATION GUIDE Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 Supersedes Publication HSE-IN024A-EN-E–December 2012
Contacting Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/overview.page Copyright Notice © 2013 Rockwell Automation, Inc. All rights reserved. Printed in the USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.
Table of Contents Chapter 1 Overview Integration with Other Rockwell Automation Products .................. 10 FactoryTalk Historian Installation Package ......................................... 11 Typical Architecture ...................................................................................11 System Requirements ................................................................................. 12 User Documentation .................................................................................
Table of Contents Install OLEDB Enterprise ................................................................... 48 Install OLEDB Provider ...................................................................... 48 Install SQL Data Access Server........................................................... 49 Install JDBC ............................................................................................50 Install Notifications..............................................................................
Table of Contents Managing Licenses ................................................................................. 80 Types of Licenses .............................................................................. 80 How Licenses Are Distributed Between License Pools ........... 83 Assigning License Activations to the Historian Server ........... 88 Allocating Licenses to Interface Types ........................................ 90 Viewing Allocated Licenses .............................................
Table of Contents No Connection to FactoryTalk Directory ................................... 117 Schema Creation............................................................................ 117 Folders Creation ............................................................................ 118 Firewall-related Errors ....................................................................... 119 Configuring Windows Firewall with WFCU ........................
Table of Contents Verify the License Consumption by the Notifications .............. 151 Configuring Web Services...................................................................... 152 Configuring OPC DA/HDA Server ................................................... 153 Verify the Status of the OPC DA and OPC HDA Servers ...... 153 Connect to the OPC HDA Server with PI OPC Tool ............. 154 Connect to the OPC DA Server with PI OPC Tool .................
Table of Contents 8 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Chapter 1 Overview FactoryTalk 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-series trends, bar charts, pie charts, pareto and tabular trends, and a method of generating reports using Microsoft Excel. It also uses compressed-storage data algorithms to contain a vast amount of data in a small format. NOTE For the up-to-date information on the product, refer to the Release Notes.
Chapter 1 Overview • Technical Support and Resources (page 179) • Rockwell Automation Support (page 186) Integration with Other Rockwell Automation Products FactoryTalk Historian SE is closely integrated with FactoryTalk Services Platform and the following Rockwell Automation applications: Application Description FactoryTalk Live Data A direct data interface to FTLD delivers native FTLD data directly to (FTLD) FactoryTalk Historian SE without requiring intermediate interfaces and standards such as OPC.
Overview Chapter 1 FactoryTalk Historian Installation Package The FactoryTalk Historian SE installation DVD contains the following software products: • FactoryTalk Services Platform (with FactoryTalk Directory) • FactoryTalk Historian Asset Framework • FactoryTalk Historian SE.
Chapter 1 Overview System Requirements The hardware required with FactoryTalk Historian Site Edition depends on the demands an application places on the system. The greater the demand, the more powerful system is required. In any application, faster processors and more memory will result in better performance. In addition, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical memory.
Overview Chapter 1 User Documentation The user documentation on FactoryTalk Historian SE is available in the following locations: • The FactoryTalk Historian SE installation DVD (page 13). • The computer on which you have installed FactoryTalk Historian SE (page 14). • The Help folder in the Start menu (page 15).
Chapter 1 Overview • A link to the Redist\Docs folder on the installation DVD that stores all the user documentation. • A link to the Rockwell Automation Literature Library (http://literature.rockwellautomation.com/idc/groups/pu blic/documents/webassets/browse_category.hcst). • The Watch Historian How-to Videos on YouTube link on the main page of the installation wizard. A link to a Rockwell Automation channel at YouTube devoted to FactoryTalk Historian (http://www.youtube.
Overview Chapter 1 In the Start Menu Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > Help to access the following documents: • Auditing FactoryTalk Historian SE Server (.pdf) • Configuring FactoryTalk Historian SE Security (.pdf) • FactoryTalk Historian SE AF Builder User Guide (.pdf) • FactoryTalk Historian SE AF Configuration and Maintenance Guide (.pdf) • FactoryTalk Historian SE AF Database Upgrade User Guide (.pdf) • FactoryTalk Historian SE Buffering User Guide (.
Chapter 1 Overview 16 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Chapter 2 Pre-Installation Tasks Before you install FactoryTalk Historian SE, do the following: • Synchronize time settings on Historian system computers (page 17). • Disable the Windows time zone (page 17). • Learn about installation-related recommendations (page 18). • Configure IIS for Advanced Server components (page 18).
Chapter 2 Pre-Installation Tasks To confirm that the TZ variable is not set on computers prior to Windows 2008: 1. Go to Start > My Computer. 2. Right-click and select Properties. 3. In the System Properties dialog box, click the Advanced tab. 4. Click Environment Variables. 5. If the TZ variable is present, delete it. 6. If prompted, restart the computer. To confirm that the TZ variable is not set on Windows Server 2008 and 2008 R2: 1. Go to Start > My Computer. 2. Right-click and select Properties. 3.
Pre-Installation Tasks Chapter 2 To configure IIS: 1. On the server, on which you intend to install the Advanced Server components, go to Start > Administrative Tools > Server Manager. The Server Manager dialog box appears. 2. Under Server Manager, click Roles. 3. Under Roles Summary in the right pane of the dialog box, click Add Roles. The Add Roles wizard appears. 4. Click Next. 5. On the Select Server Roles page, click Web Server (IIS). 6. Click Next. 7. On the Web Server (IIS) page, click Next. 8.
Chapter 2 Pre-Installation Tasks 20 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Chapter 3 Installing FactoryTalk Historian In this chapter you will find instructions on how to install the following: • Core components of the product (page 21). • FactoryTalk Historian suites (page 28). • Advanced Server components (page 44). NOTE Installing Core Components Before you install any components of FactoryTalk Historian SE, refer to the Release Notes for the up-to-date information on the installation procedures.
Chapter 3 Installing FactoryTalk Historian information, refer to the Microsoft site (http://www.microsoft.com/sqlserver/en/us/get-sql-server/how-tobuy.aspx). If you already have an SQL Server, you will be able to point to it during the installation of FactoryTalk Historian Asset Framework. If you are going to use FactoryTalk VantagePoint as your Historian client, you can use Microsoft SQL Server 2008 R2 that is provided on the FactoryTalk VantagePoint installation DVD.
Installing FactoryTalk Historian Chapter 3 4. If prompted, restart the computer.
Chapter 3 Installing FactoryTalk Historian The system checks if you have all the required components installed. If any components are missing, a dialog box appears prompting you to install the missing components. Click Install to install the components. The installation wizard appears. 3. On the Welcome... page, click Next. 4. On the License Agreement page, read and accept the terms of the license agreement, selecting the I accept... option. 5. Click Next. 6.
Installing FactoryTalk Historian Chapter 3 To specify the FactoryTalk Directory server location: 1. Run the FactoryTalk Historian SE installation DVD. 2. On the welcome page of the installation wizard, click Install FactoryTalk Historian Site Edition > Install FactoryTalk Services Platform > Specify FactoryTalk Directory Server Location. The FactoryTalk Directory Server Location Utility dialog box appears. 1.
Chapter 3 Installing FactoryTalk Historian 4. Follow the on-screen instructions to complete the installation of the prerequisite packages. 5. On the Welcome... page, click Next. 6. On the License Agreement page, read and accept the terms of the license agreement, selecting the I accept... option. 7. Click Next. 8. On the Ready to Install the Program page, click Install to start the installation. The Installing page appears with the status of the installation. 9.
Installing FactoryTalk Historian Chapter 3 To install RSLinx Enterprise: 1. Run the FactoryTalk Historian SE installation DVD. 2. On the welcome page of the installation wizard, click Install FactoryTalk Historian Site Edition > Install RSLinx Enterprise. The system checks if you have all the required components installed. If any components are missing, a dialog box appears prompting you to install the missing components. 3. Click OK. The installation wizard appears. 4. On the Welcome page, click Next. 5.
Chapter 3 Installing FactoryTalk Historian Installing FactoryTalk Historian Suites In this section you will find instructions on how to install the following suites of FactoryTalk Historian SE: • FactoryTalk Historian Asset Framework (page 28) • FactoryTalk Historian SE Server (page 34) • (Optional) FactoryTalk Historian Live Data Interface (page 38) Applicable only to the customers who want to install the interface on a remote computer.
Installing FactoryTalk Historian Chapter 3 Module Database (MDB). Over time, Rockwell Automation will transform MDB applications into AF applications. To provide backward compatibility, FactoryTalk Historian SE 4.0 copies the contents of Historian MDB over to AF, in a process called transition. After the migration, the Historian server constantly synchronizes the MDB content with AF, allowing you to access MDB content from AF clients as well as MDB clients.
Chapter 3 Installing FactoryTalk Historian Installation mode Description AF Application Service and AF SQL Database The service and the database are installed on the same machine. This is the default setting.
Installing FactoryTalk Historian Chapter 3 Install FactoryTalk Historian Asset Framework Server NOTE If you want to install the Asset Framework SQL database only, you need to run the installation on the machine with the Microsoft SQL Server installed. To install FactoryTalk Historian Asset Framework Server: 1. Run the FactoryTalk Historian SE installation DVD. 2.
Chapter 3 Installing FactoryTalk Historian requirements, refer to the FactoryTalk Historian SE Release Notes. NOTE You can choose the destination drive only if you install the component on the selected machine for the first time. If there have been any FactoryTalk Historian components installed on the machine before, the Installation drive list will not be enabled. 9. Click Next. 10. On the AF Server Components Configuration page, choose the Microsoft SQL Server name and the installation mode. 1.
Installing FactoryTalk Historian Chapter 3 Choose this mode: To: (5) AF SQL Database with Prepare the system for the database unprocessed database scripts installation, and copy the database executable scripts and configuration files to the machine on which you are installing the AF Server. For more information on using the database scripts to NOTE manually create the database, see "Manually Create or Upgrade the AF SQL Database (page 55)".
Chapter 3 Installing FactoryTalk Historian machine with the AF service installed to the Windows AFServers local user group, which is created during the installation of the Asset Framework. NOTE See "Manually Create or Upgrade the AF SQL Database (page 55)" for more information. The Installation Progress page appears. It lists the components that are going to be installed. The status of the installation is displayed in the Status column of the component table. 12. Click Install to start the installation.
Installing FactoryTalk Historian Chapter 3 • RA Components • FactoryTalk Activation Manager NOTE The FactoryTalk Historian SE Server must be installed on Microsoft Windows Server 2008 R2 with Service Pack 1 64-bit. If you try to install it on any other operating system, the message presented below will appear and the installation will be aborted. To install the FactoryTalk Historian SE server: 1. Run the FactoryTalk Historian SE installation DVD. 2.
Chapter 3 Installing FactoryTalk Historian 6. On the Customer Information page, type your user name, organization, and the 10-digit product serial number, e.g. 0123456789. 7. On the Review Component Installation page, review the list of the components that are already installed and those that will be installed during the installation process. 8. Click Next. 9. On the Destination Drive page, select the drive on which you want to install the product.
Installing FactoryTalk Historian Chapter 3 12. Click Yes to continue with the installation. 13. Wait until the components are installed. The installation time will vary depending on the number of components being installed and the computer performance. Depending on your security settings, you may be prompted to confirm the installation of individual components. The installation status is displayed below the component table. During the installation process, the Release Notes appear.
Chapter 3 Installing FactoryTalk Historian 16. Restart the computer. Install FactoryTalk Historian The FactoryTalk Historian Live Data Interface collects data points Live Data Interface (Optional) (tags) from the data server and passes them to the FactoryTalk Historian SE server. Install the FactoryTalk Historian Live Data Interface component on the same computer as the data server and separate from the computer that has the FactoryTalk Historian SE server installed.
Installing FactoryTalk Historian Chapter 3 If there are any software prerequisites missing from the computer or services that must be stopped, they are listed in red at the bottom of the installation wizard Welcome page. Click Cancel, and then Finish to exit the wizard, install the prerequisites and/or stop the services, and then start the installation wizard again. 3. On the Welcome... page, click Next. 4.
Chapter 3 Installing FactoryTalk Historian 10. Click Install to start the installation. The following message appears: 11. Click Yes to continue with the installation. 12. Wait until the components are installed. The installation time will vary depending on the number of components being installed and the computer performance. Depending on your security settings, you may be prompted to confirm the installation of individual components. The installation status is displayed below the component table.
Installing FactoryTalk Historian Chapter 3 wizard page, and you will be prompted to restart the machine after the installation wizard closes. 15. Click Finish to exit the installation wizard. 16. Restart the computer. Install FactoryTalk Historian The FactoryTalk Historian Management Tools are installed automatically as a part of the FactoryTalk Historian SE installation.
Chapter 3 Installing FactoryTalk Historian 3. On the Welcome... page, click Next. 4. On the License Agreement page, read and accept the terms of the license agreement, selecting the I accept... option. 5. Click Next. 6. On the Review Component Installation page, review the list of the components that are already installed and those that will be installed during the installation process. 7. Click Next. 8. On the Destination Drive page, select the drive on which you want to install the product.
Installing FactoryTalk Historian Chapter 3 11. Click Yes to continue with the installation. 12. Wait until the components are installed. The installation time will vary depending on the number of components being installed and the computer performance. Depending on your security settings, you may be prompted to confirm the installation of individual components. The installation status is displayed below the component table. During the installation process, the Release Notes appear.
Chapter 3 Installing FactoryTalk Historian 16. Restart the computer. Install FactoryTalk VantagePoint (Optional) The data from multiple FactoryTalk Historian SE servers and FactoryTalk Historian ME servers can be brought together into a single information management and decision support system using FactoryTalk VantagePoint. For detailed instructions on installing FactoryTalk VantagePoint and its components, refer to the FactoryTalk VantagePoint documentation.
Installing FactoryTalk Historian Chapter 3 • OLE DB Provider • OPC DA Server • OPC HDA Server • OPC HDA DA Server • WebServices • Notifications for using Microsoft Lync Unified Communication Server New users may activate the Advanced Server components with the following license activations: This license Activates FHSE.Advanced FHSE.OLEDB All the components of the Advanced Server. • OLE DB Enterprise • OLE DB Provider • OPC DA Server • OPC HDA Server • OPC HDA DA Server FHSE.
Chapter 3 Installing FactoryTalk Historian Machine Description Historian server Operating system: • Microsoft Windows 2008 R2 SP1 64-bit Software installed and configured: • Microsoft .
Installing FactoryTalk Historian Chapter 3 • Web Services (page 51) • OPC DA/HDA Server (page 52) • OPC Client (page 52) To activate the Advanced Server components: • See "Activating FactoryTalk Historian SE Server (page 63)" to learn about the activation process. • See "Types of Licenses (page 80)" to learn about the license activation. To configure the Advanced Server components: • See "Configuring the Advanced Server Components (page 137)" for details. Install ACE To install PI ACE: 1.
Chapter 3 Installing FactoryTalk Historian Install OLEDB Enterprise TIP If you want to have access only to FactoryTalk Historian Time series data, install PI OLE DB Provider (page 48) instead of OLE DB Enterprise. PI OLEDB Enterprise is an OLE DB data provider which provides access to the PI System in a relational view, accessible through SQL queries.
Installing FactoryTalk Historian Chapter 3 Please note there are no more planned releases for the classic PI OLEDB Provider. It is recommended to use PI OLEDB Enterprise, which provides access to PI System data through the PI Asset Framework (AF). To install PI OLEDB Provider: 1. On your FactoryTalk Historian SE installation DVD, go to Redist\Advanced Server Options\PIDASSetup\OLEDB Provider\. 2. Double-click Setup.exe. The installation wizard appears. 3.
Chapter 3 Installing FactoryTalk Historian Install JDBC NOTE To use the PI JDBC driver, install the PI SQL Data Access Server (page 49) first. To install the PI JDBC driver: 1. On your FactoryTalk Historian SE installation DVD, go to Redist\Advanced Server Options\PIDASSetup\JDBC\. 2. Double-click Setup.exe. The installation wizard appears. 3. Follow the on-screen instructions to complete the process. See also • Configuring JDBC (page 142) Install Notifications To install PI Notifications: 1.
Installing FactoryTalk Historian Chapter 3 • On the Supporting Information page, provide the details on the Historian server, e-mail settings, and the PI WebParts server (if applicable): Item Description History PI Server, Server Name SMTP Server Type the name of the Historian server that will store the PI Notifications history. Type the name of the SMTP server that will send the email messages. Type the name of the SMTP server that you will use as a backup.
Chapter 3 Installing FactoryTalk Historian See also • Configuring Web Services (page 152) Install OPC DA/HDA Server To install OPC DA/HDA Server: 1. On your FactoryTalk Historian SE installation DVD, go to Redist\Advanced Server Options\PIDASSetup\OPC DA_HDA\OPC DA_HA Server\. 2. Double-click Setup.exe. The installation wizard appears. 3. Follow the on-screen instructions to complete the process.
Chapter 4 Post-Installation Tasks In this chapter you will learn about the following tasks that you should perform after installing FactoryTalk Historian SE: • View the Historian server installation log file (page 53). • Verify that Historian services are running (page 53). • Verify that Historian server is updating data for default tags (page 55). • Manually create or upgrade the AF SQL database (page 55). • Perform the MDB to AF synchronization (page 61). • Verify the MDB to AF synchronization (page 61).
Chapter 4 Post-Installation Tasks To open Historian services: 1. Click Start > Program Files > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2. Under Collectives and Servers, select the server for which you want to view the information. 3. Under System Management Tools, select Operation > PI Services. 4.
Post-Installation Tasks Chapter 4 Verify that the Historian Server is Updating Data for Default Tags To verify that the Historian server is updating data for default tags: 1. On the computer with the Historian server installed, go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2. Under Collectives and Servers, select the Historian server whose data you want to view. 3.
Chapter 4 Post-Installation Tasks The SQL Server scripts and the GO.bat file are placed in the ..\PIPC\AF\SQL folder. The GO.bat file contains the commands that execute the deployed SQL Server scripts manually. Upon execution, the scripts create the AF SQL database (PIFD) and populate its tables. The execution of the scripts must occur from an account with sysadmin privileges on the SQL Server instance.
Post-Installation Tasks Chapter 4 • If the AF application service is running under a domain account, add the name of the domain account under which the AF application service is running to the AFServers group. Be sure to include domain information for the system using this format: DOMAIN\DomainAccount 4. Create a SQL Server login and map it to the AFServers local user group.
Chapter 4 Post-Installation Tasks • Windows authentication example The following command is an example of using Windows Authentication on a SQL Server that does not include an instance name: GO.bat MySQL PIFD To execute the SQL scripts: 1. If this is an upgrade, stop the AF server services. 2. Open a command prompt window. Use osql to run these commands if the T-SQL command-line utility, sqlcmd, is not installed on your system. 3.
Post-Installation Tasks Chapter 4 Modify the AF Application Service Connect String Modify the AF application service connect string to enable communication between the AF server and the AF SQL database. On each AF application service computer, follow these steps: 1. In Windows Explorer, navigate to the ..\PIPC\AF folder. 2. Use a text editor to open the AF application service configuration file, AFService.exe.config. 3.
Chapter 4 Post-Installation Tasks To enable encrypted communication, add encrypt=Yes; to the code. See the Microsoft SQL Native Client documentation for other options. 4. If the AF application service is running, stop and restart it for your changes to take effect.
Post-Installation Tasks Chapter 4 Perform the MDB to AF Synchronization Once you have the FactoryTalk Historian Asset Framework and the FactoryTalk Historian SE Server installed, you need to set up synchronization between the AF service and the Historian server. This process is called the MDB to AF transition. For more information, refer to the FT Historian SE MDB to AF Transition Guide. Verify the MDB to AF Synchronization To verify the MDB to AF synchronization: 1.
Chapter 4 Post-Installation Tasks By excluding these directories you avoid random signature match incidents, potential performance impacts, and conflicts with locked files. NOTE 62 For more details, see the FT Historian SE Server Reference Guide, available in the Redist\Docs folder on the FactoryTalk Historian SE installation DVD and in the Common Files\Rockwell\Help folder in your Program Files directory.
Chapter 5 Configuring FactoryTalk Historian In this chapter you will find the following information on configuring FactoryTalk Historian SE and its components: • Activating the Historian server (page 63). • Securing the Historian server (page 64). • Configuring Windows Firewall for FactoryTalk Historian SE (page 75). • Configuring the Historian server (page 78). • Configuring the Data server (page 103). • Configuring Historian interface connections (page 103).
Chapter 5 Configuring FactoryTalk Historian To activate FactoryTalk Historian SE server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Manager. The FactoryTalk Activation Manager dialog box appears. 2. Follow the instructions displayed in the dialog box to configure your activations.
Configuring FactoryTalk Historian Chapter 5 The connection between the Windows users and/or groups and the Historian server security users is established through mappings. If you want to grant a Windows user or group access to a Historian server resource (such as a point or a module), you need to create on the Historian server mappings between the Windows users and/or groups and relevant Historian server users or groups.
Chapter 5 Configuring FactoryTalk Historian Identities Identities Description and privileges PIEngineers A sample identity with engineering duties with no pre-configured settings. A sample identity with operational duties with no pre-configured settings. A sample identity with supervisory duties with no pre-configured settings. An identity with preconfigured access permissions to Historian server resources.
Configuring FactoryTalk Historian Chapter 5 Users Users Description and privileges FTHEngineer A preconfigured user, member of the FTHEngineers and FTHSupervisors groups. A preconfigured user, member of the FTHOperators group. A preconfigured user, member of the FTHSupervisors group. A preconfigured administrative PI User with unrestricted access to Historian server resources. You can or cannot do the following with the piadmin user: • You can disable its properties: • To be used in a mapping.
Chapter 5 Configuring FactoryTalk Historian Groups Description and privileges • Fully disable it. • You cannot: • Delete it. FTHEngineers FTHOperators FTHSupervisors piusers 68 A preconfigured group with the following privileges: • Create, modify, and delete point definitions. • Read and write access to the following database tables: • PIDS • PIHeadingSets • PIPOINT A preconfigured group with the following privileges: • Read any point definition. • Read any point’s historical data set.
Configuring FactoryTalk Historian Chapter 5 Groups Description and privileges • Delete it. Use the System Management Tools to manage the security components and security of your Historian server database. Managing Historian Security Components NOTE To manage security identities, users, and groups, you need administrative rights to the Historian server. To manage the Historian server security components: 1.
Chapter 5 Configuring FactoryTalk Historian 4. Click the tab containing the security component type you want to view and manage. 5. In the selected tab, right-click the security component that you want to view or modify, and select Properties. The Properties dialog box appears.
Configuring FactoryTalk Historian Chapter 5 The content of the dialog box differs depending on the security component type you select. 6. View the settings of the selected security component presented in the tabs. You can modify the privileges of the security component to the extent that is allowed by the component’s configuration. See "Historian Security Components and Their Privileges (page 65)" for more information. 7. Click OK.
Chapter 5 Configuring FactoryTalk Historian Historian groups to which the Historian user referred to in the mapping belongs. • Create 1-to-1 mappings between each AD group and a corresponding Historian group. If the Windows user is a member of only one AD group for which you have created the mapping, they will get privileges only from the Historian group referred to in the mapping.
Configuring FactoryTalk Historian Chapter 5 11. Click OK to apply the changes. The new mapping is listed in the Mappings tab. To check if a Windows user/group is mapped to a Historian security user: 1. In the System Management Tools, select File > Connections. The Connection Manager appears. 2. Select the server and view its Connected User information.
Chapter 5 Configuring FactoryTalk Historian 3. Under System Management Tools, select Security > Database Security. In the right pane of the dialog box, a list of individual database tables is displayed. The Security column contains a summary of security-related information: a list of the security components (identities, users, and/or groups) assigned to the database table, and their rights displayed in brackets.
Configuring FactoryTalk Historian Chapter 5 5. Click a security component to check its privileges in the Permissions for… list. You can modify the privileges of the component for the database table to the extent that is allowed by the component’s configuration. See "Historian Security Components and Their Privileges (page 65)" for more information. 6. Click OK.
Chapter 5 Configuring FactoryTalk Historian documentation of your firewall configuration utility for more information. NOTE You need administrator privileges to perform the steps described below. To manually configure the firewall: • Open TCP/IP ports in the firewall to accept incoming connections: See the table below to learn which ports need to be open for individual FactoryTalk Historian suites.
Configuring FactoryTalk Historian Chapter 5 Item Description Network location types Private and public. To check the location of the Live Data interface: 1. Open the Windows Registry Editor. 2. Go to Computer > HKEY_LOCAL_MACHINE > Software > Wow6432Node > PISystem. 3. Double-click the PIHOME value and copy the path from the value data text box. The complete path to the Live Data Interface will consist of the following parts: • The path you get from the registry. • \Interfaces\LDInterface\FTLDInt.
Chapter 5 Configuring FactoryTalk Historian Configuring the Historian Server In the following sections you will learn how to configure and use FactoryTalk Historian SE Server. Adding the Server to the FactoryTalk Directory Once the FactoryTalk Historian SE server is installed and running, add it to the FactoryTalk Directory. To add the FactoryTalk Historian SE server to the FactoryTalk Directory: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Administration Console. 2.
Configuring FactoryTalk Historian Chapter 5 The local interface is now configured to start collecting data points from any data servers that are available to the FactoryTalk Historian SE server. For more information on the FactoryTalk Historian Live Data Interface, see "Configuring FactoryTalk Historian Live Data Interface (page 104)". If you want to verify if the FTLD interface is properly configured, see "Verifying the FactoryTalk Historian Live Data Local Interface (page 79)".
Chapter 5 Configuring FactoryTalk Historian 4. Right-click FTLD1, and select Properties. The Data Collection Interface Properties dialog box appears. 5. Go to the General tab, and verify in the Service Status section that the Startup Type is set to Automatic. 6. To start the data collection service, click Start and wait until the service status changes to Started. For more information, click the help icon in the dialog box. 7. Click OK to close the dialog box.
Configuring FactoryTalk Historian Chapter 5 You may use the following license activations with your FactoryTalk Historian: Type of license activation Point sources Description FHSE.XXX FTLD FTMS FHSE.H2H FTSS FHSE.Advanced not applicable FHSE.OLEDB not applicable Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 FactoryTalk Live Data connector interfaces. Points transferred from a FactoryTalk Historian ME module. FactoryTalk Server to Server interfaces.
Chapter 5 Configuring FactoryTalk Historian Type of license activation Point sources Description FHSE.OPC not applicable FTBAInt.XXX FTBOINT PIFTBOINT FHSE3ADD.XXX Third-party and Rockwell point sources. Activates the following Advanced Server components for the standard FactoryTalk Historian SE server: • OPC DA Server • OPC HDA Server • OPC HDA DA Server FactoryTalk Batch Interface. The license sets the number of points from the FTBOINT and PIFTBOINT interfaces to unlimited.
Configuring FactoryTalk Historian Chapter 5 When you allocate licenses to interface types (or point sources), you take the licenses from either of the license pools. To use the licenses: 1. Learn how FactoryTalk Historian distributes individual licenses between the license pools. (page 83) 2. Assign the license activations to your Historian server (page 88). 3. Allocate the individual licenses to interface types (or point sources) (page 90).
Chapter 5 Configuring FactoryTalk Historian To calculate the distribution of licenses between the General and Rockwell license pools: 1. Calculate the value. It is an intermediate value that will be used to calculate your number of licenses of the General pool.
Configuring FactoryTalk Historian Chapter 5 TIP Distributing Licenses with FHSE3ADD Activation The symbols used in the formulas presented below, mean the following: ∑ "the sum of" Min "the lower value of the two in the brackets" Max "the greater value of the two in the brackets" In the following example we will calculate how licenses will be distributed between the General and Rockwell license pools with FHSE3ADD license activations. We will use the following values: Activation Value ∑ (sum) FHSE.
Chapter 5 Configuring FactoryTalk Historian = ∑ + + ∑ = 500 + 2400 + 2000 = 4900 In this example, the total of 19500 licenses has been distributed in the following way: Distributing Licenses without FHSE3ADD Activation Licenses and license pools Values License total Rockwell license pool General license pool 19500 14600 4900 TIP The symbols used in the formulas presented below, mean
Configuring FactoryTalk Historian Chapter 5 To distribute licenses between the license pools: 1. Calculate the value. = Max (Min(1000, ∑ ), 20% * ∑ ) = Max (Min(1000, 12000), 20% * 12000) = Max (Min(1000, 12000), 2400) = Max (1000, 2400) = 2400 2. Calculate the number of licenses for the Rockwell license pool.
Chapter 5 Configuring FactoryTalk Historian Assigning License Activations to the Historian Server NOTE In order to assign the activations to a FactoryTalk Historian SE server, the server must be added to the FactoryTalk Directory. See "Adding the Server to the FactoryTalk Directory (page 78)" for more information. To assign the license activations to the server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Administration Console. 2.
Configuring FactoryTalk Historian Chapter 5 After each license activation assignment, the system checks the sum of points resulting from the assignments. The total sum of points must be equal to or less than 500 000. If you exceed this limit, the following message appears: Follow the instructions in the message.
Chapter 5 Configuring FactoryTalk Historian For either of the two limit checks the following message is displayed: NOTE The following license activations are excluded from the point limit check: AVIEW, FTBAInt, FHSE.H2H, FHSE.Advanced, FHSE.OLEDB, and FHSE.OPC. 7. Click Apply. If you have assigned more license activations than you currently have available, the following message appears: Change the number of the license activations, and then click Apply again.
Configuring FactoryTalk Historian Chapter 5 The tab contains two tables that display the following information: Item name Description Interface Type Pools of licenses (Rockwell and General) assigned to the server. This information cannot be edited. Abbreviated names of interface types (or point sources) to which you can allocate licenses from the license pools. The FTLD interface type is the default type and it cannot be edited.
Chapter 5 Configuring FactoryTalk Historian 3. In the Limit column, type the maximum number of licenses for points that the server will use to collect data from the selected interface type. The number must be a multiple of 50. If you type incorrect information in the Interface Type Allocation or Limit columns, a relevant message will appear.
Configuring FactoryTalk Historian Chapter 5 5. Repeat the steps for other interface types that you want to add. 6. Click OK. 7. Restart the FactoryTalk Historian SE server (page 102) for the changes to take effect. You can view the information on the allocated licenses in System Management Tools (page 93). Viewing Allocated Licenses To view the information on the allocated licenses in the FactoryTalk Administration Console: 1.
Chapter 5 Configuring FactoryTalk Historian NOTE For PINotifications, each notification consumes 1 point in the FactoryTalk Administration Console. To view the information on the allocated licenses in the System Management Tools: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. 2. Under Collectives and Servers, select the server for which you want to view the license information. 3. Under System Management Tools, select Operation > Licensing. 4.
Configuring FactoryTalk Historian Chapter 5 The node contains the following information: Item name Description Total Amount Used Amount Left Level End Time NOTE Configuring Points Description The description of the license limit assigned to the interface type (point source). The total number of licenses allocated to the interface type. It corresponds to the Limit value in the FactoryTalk Administration Console. The number of points already configured for collecting data from the interface type.
Chapter 5 Configuring FactoryTalk Historian Kepware OPC), and HMI/ Alarm servers (for example, FactoryTalk View). For more information on adding point sources, refer to the FactoryTalk Help, available from the Help > Contents menu in the FactoryTalk Administration Console. Once you have added the data points to the server, you can verify if the points are collected by the server correctly. See "Viewing Archive Data (page 100)" for more information.
Configuring FactoryTalk Historian Chapter 5 8. Select the data points that you want to add, and click Add Tag(s) to List. The tags appear in the Selected tag(s) list at the bottom of the Tag Browser dialog box. 9. Click OK until you return to the FactoryTalk Administration Console. Adding Multiple Data Points The point discovery wizard uses discovery rules to search for Historian points. Creating the rules is a part of the discovery Automatically process.
Chapter 5 Configuring FactoryTalk Historian 4. In the Add points to server list, select the FactoryTalk Historian SE server to which you want to add the points. 5. In the Using data collection interface list, select the appropriate data collection interface. 6. In the Default scan rate list, select the time interval at which points will be collected. 7. Under Add points from these sources, select the sources from which you want to add the points. 8.
Configuring FactoryTalk Historian Chapter 5 Viewing Current and Archive You can view current and archive data using System Management Tools. In this section you will learn how to: Data • View current data (page 99). • View archive data (page 100). Viewing Current Data To view current data being collected by the FactoryTalk Historian SE server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2.
Chapter 5 Configuring FactoryTalk Historian Viewing Archive Data To view archive data that has been collected by the FactoryTalk Historian SE server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2. Under Collectives and Servers, select the FactoryTalk Historian SE server whose data you want to view. 3. Under System Management Tools, select Data > Archive Editor. 4.
Configuring FactoryTalk Historian Chapter 5 setup program creates one archive file. Make sure that the location of the archive directory contains enough free space for these files. For new installations, the installation wizard calculates the default archive size based on the physical memory that is available on the computer. The recommended archive size will equal approximately one-third of the physical memory. It will also never be smaller than 256 MB or greater than 8192 MB.
Chapter 5 Configuring FactoryTalk Historian Restarting FactoryTalk Historian SE Server NOTE Use the Windows File System Compression feature with caution; it might slow down the access of the Historian server to archive files. The compression can save disk space, but it requires more CPU resources. NOTE You need administrative rights to perform these steps. To restart the server: 1. Stop the server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE. 2.
Configuring FactoryTalk Historian Chapter 5 Configuring the Data Server Use the FactoryTalk Administration Console to configure the data server by adding new applications, areas, data server instances, and shortcuts to controllers. To open FactoryTalk Administration Console: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Administration Console. The FactoryTalk Administration Console dialog box appears.
Chapter 5 Configuring FactoryTalk Historian can group them by subnet, host machine, or user name. A group of Historian interfaces can share the same privileges. 4. For each trust, create a PI identity. 5. Give that PI identity all the access permissions required by the trust. 6. Create a trust based on that PI identity. The interface collects data points (tags) from the data server and Configuring FactoryTalk Historian Live Data Interface passes them to the FactoryTalk Historian SE server.
Configuring FactoryTalk Historian Chapter 5 The Data Collection Interface Properties dialog box appears. 4. In the Computer hosting the interface list, select the name of the computer on which you have installed the data server and the FactoryTalk Historian Live Data Interface. 5. From the Startup Type list, choose Automatic. 6. Click Apply. 7. Click Start to start the data collection service. Wait until the service status changes to Started. 8. Click OK.
Chapter 5 Configuring FactoryTalk Historian The services are removed when you delete the interface instances in FactoryTalk Administration Console. Enable Buffering NOTE If you want to take advantage of the buffering feature, Rockwell Automation recommends that you install the FactoryTalk Historian Live Data Interface on a remote computer, typically the computer where the data server is installed.
Configuring FactoryTalk Historian Chapter 5 If the server name is not listed, do the following: 1. On the Server menu, click Add Server. The Add Server dialog box appears. 2. In the Network Node text box, type the fully qualified domain name (FQDN) of the server. 3. Clear the Confirm check box, and click OK. The new server is added to the server list. This allows a remote client connection to be established with the FactoryTalk Historian SE server. 4. Close the Connection Manager. 4.
Chapter 5 Configuring FactoryTalk Historian 10. In the Choose Buffer Type pane, select the Enable buffering with PI Buffer Subsystem option. 11. Click Yes in the confirmation message box that appears. Wait until the status box at the bottom of the Buffering dialog box displays Current Configuration: Good. NOTE If you delete an interface and recreate the interface (with the same ID) on another computer, you will get errors unless you restart the computer on which the deleted interface was located.
Configuring FactoryTalk Historian Chapter 5 18. Verify that the status bar at the bottom of the dialog box displays the status Ready and Running. 19. Click Close to exit the Interface Configuration Utility dialog box. The buffering service is now configured.
Chapter 5 Configuring FactoryTalk Historian 6. Navigate to the following directory: • In a 32-bit operating system: ...\Program Files\Rockwell Software\FactoryTalk Historian\PIPC\ • In a 64-bit operating system: ...\Program Files (x86)\Rockwell Software\FactoryTalk Historian\PIPC\ 7.
Configuring FactoryTalk Historian Chapter 5 • In Microsoft Excel 2007: Select Office Button > Excel Options. The Excel Options dialog box appears. 3. Click Add-Ins. 4. At the bottom of the page, from the Manage list, select COM Add-ins, and then click Go. The COM Add-ins dialog box appears. Under Add-Ins available, find the following add-ins: • PI DataLink • PI DataLink (Legacy) 5. Check the box next to each add-in, and then click OK. The add-ins are activated and their tabs are added to the ribbon.
Chapter 5 Configuring FactoryTalk Historian Message Parameters Each message logged to the FactoryTalk Diagnostics service contains the following information: Item name Description Date/Time The date and time the message was recorded. The time is the local time of the server. This is important to note if you are in a different time zone than the server. The name of the user that performed or requested an operation that generated the error message.
Chapter 6 Troubleshooting FactoryTalk Historian In this chapter you will learn how to: • Use FactoryTalk Historian ME modules with FactoryTalk Security (page 113). • Verify the Windows Administrator privileges (page 114). • Resolve error and warning messages (page 115).
Chapter 6 Troubleshooting FactoryTalk Historian The folder should include the four FactoryTalk Historian user groups: If you do not see the four user groups, do the following on the FactoryTalk Directory server computer: 1. Log on to Windows as the local Administrator. 2. Log on to FactoryTalk as a member of the FactoryTalk Administrators user group. 3. Open the FactoryTalk Administration Console, and create a computer account for each FactoryTalk Historian SE host. 4.
Troubleshooting FactoryTalk Historian Chapter 6 The Windows Administrators group should appear in the Members list. If it does not, do the following: 1. Click Add. The Select User or Group dialog box appears. 2. Select Windows Administrators and click OK. The group is added to the FTHAdministrators group. 3. Click OK to close the dialog box.
Chapter 6 Troubleshooting FactoryTalk Historian Cause Resolution The error occurs when you try to create a new Data Collection Interface from a computer that has FactoryTalk Historian SE Live Data Interface installed. Your client computer could not locate the FactoryTalk Historian SE server. Manually create a connection to the FactoryTalk Historian SE server computer. See the instruction below. To manually create a connection to the FactoryTalk Historian SE server computer: 1.
Troubleshooting FactoryTalk Historian Chapter 6 To delete the FTLD1 interface: 1. Click Start > All Programs > Rockwell Software > FactoryTalk Administration Console. The FactoryTalk Administration Console dialog box appears. 2. In the Select FactoryTalk Directory dialog box, select Network, and click OK. 3. In the Explorer tree, expand System > Connections > Historical Data, and the FactoryTalk Historian SE server node. 4. Right-click FTLD1 and select Delete. 5. Click Yes in the confirmation message box.
Chapter 6 Troubleshooting FactoryTalk Historian To add the schema information to the FactoryTalk Directory, we recommend that you execute the FTHMESecurityUpdate.bat file. It is located in the Redist\FTHME Security directory on your FactoryTalk Historian SE installation DVD. The file automatically adds schema information and folders to the FactoryTalk Directory on your client computer.
Troubleshooting FactoryTalk Historian Chapter 6 adds schema information and folders to the FactoryTalk Directory on your client computer. To manually add folders to the FactoryTalk Directory: Open the Command Prompt window and type the following: "[ProgramFilesFolder]Rockwell Software\Management Tools\FTHistorianInstallSetup.exe" "[CommonAppDataFolder]Rockwell Automation\FactoryTalk Historian\FTHistorianFolders.xml" -G, where: • [ProgramFilesFolder] is the Program Files (x86) directory (e.g.
Chapter 6 Troubleshooting FactoryTalk Historian Error number Description 200 The user has declined to make the changes to the configuration of Windows Firewall. The network connection specified in WFCU could not be found. Cause: No network connection is configured. Resolution: Configure the network connection and then configure Windows Firewall. 320 See "Configuring Windows Firewall with WFCU (page 121)" for details.
Troubleshooting FactoryTalk Historian Configuring Windows Firewall with WFCU Chapter 6 NOTE You need administrator privileges to perform the steps described below. TIP If you prefer, you may manually (page 75) configure the firewall settings described below. To automatically configure Windows Firewall with WFCU: 1. Go to the computer on which you have the particular Historian suite installed. 2. Check the location of the Common Files folder on the computer for the 32-bit operating system.
Chapter 6 Troubleshooting FactoryTalk Historian C:\Program Files\Common Files\Rockwell\WFCU\wfcu.exe -I "C:\Program Files\Common Files\Rockwell\WFCU\FTH2HInterface.wfcu" 5. Press Enter. The firewall is configured.
Appendix A Configuring Historian Servers in High Availability Mode In this chapter you will learn about the following: • High availability (HA) architecture (page 123). • Working with server collectives (page 125). • Creating server collectives (page 126). • Verifying communication between server collective members (page 128). • Verifying replication of configuration changes in the primary server (page 129). • Assigning license activations to server collectives (page 131).
Appendix A Configuring Historian Servers in High Availability Mode the logical FactoryTalk Historian server for your system. The server collective receives data from one or more interfaces and responds to requests for data from one or more clients. Because more than one server contains your system data, system reliability increases. When one server becomes unavailable, for planned or unplanned reasons, another server contains the same data and responds to requests for that data.
Configuring Historian Servers in High Availability Mode Working with Server Collectives Appendix A A server collective consists of two FactoryTalk Historian SE servers (primary and secondary) that have the same configuration database. This provides the same association between the key values in the FactoryTalk Historian SE tables on all of the servers. This also ensures that the archive data files have the same structure on all of the servers.
Appendix A Configuring Historian Servers in High Availability Mode • To create a server collective on computers that have Windows Firewall turned on, you must manually open the TCP 445 port between the two computers. Please refer to the Microsoft documentation for more information. • The Windows user that configures server collectives must be a domain user and must be mapped to the piadmin user. See "Create Security Mappings (page 71)" for more information.
Configuring Historian Servers in High Availability Mode Appendix A 9. Review the following for additional information. Item name Description Collective Primary From the list, select the name of the server you want to make primary. If the name is not in the list, click , and select the server from the Connection Manager dialog box. (Optional) Type a description of the primary server. Primary Description Collective Name Type a name of the collective. The name must be unique.
Appendix A Configuring Historian Servers in High Availability Mode The Conversion Progress page displays the status and individual steps of the conversion process. Wait until the conversion is complete. 17. If the Server ID Mismatch dialog box appears, select Accept the new ID, and click OK. 18. On the Finished page, click Finish. The new collective is displayed in the Collective Manager dialog box.
Configuring Historian Servers in High Availability Mode Appendix A 3. Click OK. 3. Select the server collective. 4. Click Save to close the Connection Manager. 2. Under Collectives, select your server collective. The right pane of the dialog box displays the current status of the connection between the members of the selected server collective. The Collective Manager shows a diagram of server collective members. An icon represents each server in the collective.
Appendix A Configuring Historian Servers in High Availability Mode To verify configuration replication in a Historian server collective: 1. Click Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2. Under Collectives and Servers, select all the servers that are members in the collective. 3. Under System Management Tools, select Points > Point Builder. 4.
Configuring Historian Servers in High Availability Mode 6. Click Appendix A . If the replication is working properly, the modified Descriptor text appears for the sinusoid point on all the servers in the collective. If the replication fails, refer to the FT Historian High Availability Administrator Guide, section "Historian Collective Health".
Appendix A Configuring Historian Servers in High Availability Mode use is reflected only for the primary server in a collective. It is because the assignment of activations to the secondary server in a collective is performed outside the FactoryTalk Activation mechanism. For example, if you want to assign 1 license activation of type FHSE.H2H to your Historian server collective, you need to acquire 1 license activation of this type and then assign it to the primary server in your collective.
Configuring Historian Servers in High Availability Mode Appendix A 3. In the Explorer tree, expand System > Connections > Historical Data. 4. Right-click the name of the server to which you want to assign the license activations, and click Properties. 5. In the Historian Server Connection Properties dialog box, click the Licensing tab. The table displayed in the tab provides the following information for the selected server: Item Description Activation Total In Use The type of the license activation.
Appendix A Configuring Historian Servers in High Availability Mode Follow the instructions in the message. If you change the number of assigned license activations to a lower one, the system performs the following checks: • For license activations of type PTY3 and FHSE3ADD The system checks the sum of limits for third-party point sources currently set in the Point Sources tab.
Configuring Historian Servers in High Availability Mode NOTE Appendix A The following license activations are excluded from the point limit check: AVIEW, FTBAInt, FHSE.H2H, FHSE.Advanced, FHSE.OLEDB, and FHSE.OPC. 7. Click Apply. If you have an insufficient number of the license activations that need to be assigned to the primary and secondary server in a collective, you are prompted to reassign the licenses: Reassign the licenses, and then click Apply again.
Appendix A 136 Configuring Historian Servers in High Availability Mode Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Appendix B Configuring the Advanced Server Components In this chapter you will learn about the following: • Configuring ACE (page 137) • Configuring OLEDB (page 140) • Configuring SQL Data Access Server (page 142) • Configuring JDBC (page 142) • Configuring Notifications (page 142) • Configuring Web Services (page 152) • Configuring OPC DA/HDA Server (page 153) Configuring ACE In this section you will learn about the following: • Configure ACE Manager (page 138) • Verify the Connection with the Historian
Appendix B Configuring the Advanced Server Components Configure ACE Manager Document Location FactoryTalk Historian SE ACE User Guide for Visual Basic .NET Word and help documents for PI ACE C:\Program Files (x86)\Common Files\Rockwell\Help\Advanced Server Options\ c:\Program Files (x86)\Rockwell Software\FactoryTalk Historian\PIPC\ACE\Help\ To configure ACE: 1. Go to Start > All Programs >PI System > PI-ACE Manager. The PI ACE Manager dialog box appears.
Configuring the Advanced Server Components Appendix B Start the ACE Scheduler To start the ACE Scheduler: 1. Go to Start > Administrative Tools > Services. The Services dialog box appears. 2. In the right pane, find the PI ACE 2.x Scheduler service. 3. Right-click the service, and then click Start. The service is started and its status is changed to Started. Verify the ACE Scheduler Status To verify the ACE Scheduler status in the ACE Manager: 1. Go to Start > All Programs > PI System > PI-ACE Manager.
Appendix B Configuring the Advanced Server Components 3. Under System Management Tools, select Operation > Network Manager Statistics. 4. In the right pane, find PIACENetScheduler.exe. The connection status (ConStatus) for this service should be [0] Success.
Configuring the Advanced Server Components Appendix B Verify the Connection with the Historian Server To verify the connection with the Historian Server in the OLEDB MMC Snap-in: 1. Go to Start > All Programs > PI System > PI OLEDB MMC Snap-in. The PIOLEDB dialog box appears. 2. Under PI Servers, right-click the Historian server name, and select Connect. The PI Server Login dialog box appears. 3. Type the user credentials, and then click OK.
Appendix B Configuring the Advanced Server Components Configuring SQL Data Access In this section you will learn about the following: Server • Verify the SQL Data Access Server Status (page 142) • Connect to the AF and Historian Servers with PI SQL Commander (page 142) For detailed information on the SQL Data Access Server and SQL queries, refer to the PI SQL Query Compendium. The compendium is available on the toolbar of the SQL Commander.
Configuring the Advanced Server Components Appendix B The document is available in the following location: C:\Program Files (x86)\Common Files\Rockwell\Help\Advanced Server Options\ NOTE Before you configure and run your notifications, make sure you have done the following on your Historian server: • Enabled the MDB to AF synchronization. (page 61) • Assigned the FHSE.AdvancedServer license activation. (page 88) Enabling notifications for your Historian server consists of the following steps: 1.
Appendix B Configuring the Advanced Server Components Verify the Notifications Status To verify the Notifications status in the Administrative Tools: 1. Go to Start > Administrative Tools > Services. The Services dialog box appears. 2. In the right pane, find the PI Notifications Scheduler service. 3. Make sure that its status reads Started. To verify the Notifications status in the System Management Tools: 1.
Configuring the Advanced Server Components Appendix B 3. Right-click the name of your Asset Framework server, and then click Connect. The connection is indicated with a green dot on the AF server icon. 4. Under Elements, click your Historian module database (ModuleDB). 5. Click the Attributes tab. 6. Right-click in the tab area, and select New Attribute. The attribute area of the dialog box is activated. 7. In the Name text box, change the name of the attribute to one of your choosing. 8.
Appendix B Configuring the Advanced Server Components The name of the selected tag appears in the Tag name text box. 14. Click OK. The tag you have selected is listed under Settings. In this way you have created a reference between the database attribute and the Historian tag. The newly created attribute is listed on the Attributes tab. The attribute value reflects the value of the Historian tag that you have assigned to the attribute.
Configuring the Advanced Server Components Appendix B The Trigger tab is open. 5. Click Select Target. The Database dialog box appears. 6. Under Elements, select your Historian module database (ModuleDB), and then click OK. 7. Under Conditions, click New Condition > Comparison. The Comparison dialog box appears. 8. Click . The Choose an attribute dialog box appears. 9. Select the attribute for which you want to create a notification, and then click OK. 10.
Appendix B Configuring the Advanced Server Components 11. Click OK. 12. The condition is listed on the Trigger tab. 13. If necessary, configure other notification options. Refer to the FT Historian SE Notifications User Guide for details. . The Check In dialog box 14. On the toolbar, click appears. 15. Make sure all the objects that you have modified are selected, and then click Check In. All the changes have been saved in the database. Now you can assign licenses (page 148) to your notifications.
Configuring the Advanced Server Components Appendix B 2. Log on to the FactoryTalk Directory. 3. In the Explorer tree of the FactoryTalk Administration Console dialog box, go to System > Connections > Historical Data. 4. Right-click Production Historian, and select Properties. The Historian Server Connection Properties dialog box appears. 5. Click the Point Sources tag. 6. Under Interface Type Allocation, type PINotifications-InternalUse. 7. Under Limit, type the limit for the notification licenses. 8.
Appendix B Configuring the Advanced Server Components 3. Wait until the server is stopped and the Command Prompt window is closed. 2. Start the server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE. 2. Right-click Start FactoryTalk Historian SE, and then select Run as administrator. The server starting process begins. The progress is displayed in the Command Prompt window. 3. Wait until the server is started and the Command Prompt window is closed.
Configuring the Advanced Server Components Appendix B Verify the License Consumption by the Notifications To verify the license consumption by the notification in the FactoryTalk Administration Console: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Administration Console. The FactoryTalk Administration Console dialog box appears. 2. Log on to the FactoryTalk Directory. 3.
Appendix B Configuring the Advanced Server Components 2. Under Collectives and Servers, select the Historian server whose data you want to check. 3. Under System Management Tools, select Operation > Licensing. 4. Expand your Historian server item. 5. Go to Resources > PointSourceLimit.PINotifications-InternalUse. The Amount Used property indicates the number of licenses used for the notifications: it is 7 points per notification.
Configuring the Advanced Server Components Appendix B Configuring OPC DA/HDA Server For detailed information on PI OPC, refer to the following documents: Document Location FT Historian SE OPC DA Interface Failover C:\Program Files (x86)\Common User Guide.pdf Files\Rockwell\Help\ FT Historian SE OPC Interface User Guide.pdf FT Historian SE OPC Server User Guide.
Appendix B Configuring the Advanced Server Components • PI_OSIOPC.exe (for the OPC HDA server) The connection status (ConStatus) for these services should be [0] Success. Connect to the OPC HDA Server with PI OPC Tool To connect to the OPC HDA server with PI OPC Tool: 1. Go to Start > All Programs > PI System > PI OPC Tool. The PIOPCTool dialog box appears. 2. Under Server Name, select OSI.HDA.1 from the list, and then click Connect. The PI_OSIHDA.
Configuring the Advanced Server Components Appendix B In the box below the button a tree item with the name of your Historian server appears. 5. Expand the item to see a complete list of the Historian tags.
Appendix B Configuring the Advanced Server Components Connect to the OPC DA Server To connect to the OPC HDA server with PI OPC Tool: with PI OPC Tool 1. Go to Start > All Programs > PI System > PI OPC Tool. The PIOPCTool dialog box appears. 2. Under Server Name, select OSI.DA.1 from the list, and then click Connect. The PI_OSIHDA.exe console application is opened and the connection is established. 3. Click OK in the confirmation message, and leave the console window open.
Configuring the Advanced Server Components Appendix B In the box below the button a tree item with the name of your Historian server appears. 5. Expand the item to see a complete list of the Historian tags.
Appendix B 158 Configuring the Advanced Server Components Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Appendix C Configuring Live Data Interface Redundancy Overview For detailed information on the installation and configuration of the interface redundancy, refer to the KB article 59932 (https://rockwellautomation.custhelp.com/app/answers/detail/a_i d/59932).
Appendix C 160 Configuring Live Data Interface Redundancy Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Appendix D FactoryTalk View SE TrendX The FactoryTalk View TrendX display object supports FactoryTalk Historian SE server as a data source. In this chapter you will learn how to configure FactoryTalk View TrendX to trend the data points (tags) from FactoryTalk Historian SE server. A trend is a visual representation or a chart of real-time or historical data. It provides a way to track plant activity as it is happening.
Appendix D FactoryTalk View SE TrendX Creating Security Trusts for the FactoryTalk View TrendX Display Object If you intend to use the FactoryTalk View TrendX display object to trend data points (tags) from the FactoryTalk Historian SE server, you need to establish a security connection between the device on which you use the TrendX object (e.g. a computer with FactoryTalk View running) and the FactoryTalk Historian SE server.
FactoryTalk View SE TrendX Appendix D Item name Description Server Name Select from the list the FactoryTalk Historian SE server for which you want to create the trust. Type the IP address of the device on which you will use the FactoryTalk View TrendX objects. Type 255.255.255.255. 1. Click . The Select PI Identity, PI Group, or PI User dialog box appears. 2. From the Type list, select PI Users. 3. From the list, select FTHOperator, and click OK. IP Address NetMask PI Identity 7. Click OK.
Appendix D FactoryTalk View SE TrendX Configuring Trend Properties To configure trend properties for an existing application: 1. On the computer with FactoryTalk View Studio installed, go to Start > All Programs > Rockwell Software > FactoryTalk View > FactoryTalk View Studio. 2. In the Application Type Selection dialog box, select the type of the application, and click Continue. 3. In the application dialog box, select the existing application name, the language for the application, and click Open. 4.
FactoryTalk View SE TrendX Appendix D 10. In the Pens tab, select Historian Server from the Pen Source list. 11. Click Add Pen(s). The Add Pen Configuration dialog box appears. NOTE You can add new or existing FactoryTalk Historian data points (tags) in pen for trending - one pen per tag. 12. From the FT Historian Server list, select the FactoryTalk Historian SE server for which you have created the trust (page 162).
Appendix D FactoryTalk View SE TrendX 18. Click on the toolbar to test the display. The trend starts displaying data from the selected tag.
Appendix E Upgrading FactoryTalk Historian SE In this chapter you will learn about upgrade procedures for individual suites of FactoryTalk Historian SE. The upgrade procedure differs depending on the version of FactoryTalk Historian SE you are currently using. See each procedure for details. Upgrading FactoryTalk Historian Server NOTE Before you upgrade any components of FactoryTalk Historian SE, refer to the Release Notes for the up-to-date information on the upgrade procedures.
Appendix E Upgrading FactoryTalk Historian SE To upgrade your Historian SE server to the current version: 1. Stop the server: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE. 2. Right-click Stop FactoryTalk Historian SE, and then select Run as administrator. The server stopping process begins. The progress is displayed in the Command Prompt window. 3. Wait until the server is stopped and the Command Prompt window is closed. 2. Stop the FTHConnector service: 1.
Upgrading FactoryTalk Historian SE Appendix E NOTE For more information on the migration process, refer to the KB article 491889 (https://rockwellautomation.custhelp.com/app/answers/detail/ a_id/491889) on the Rockwell Automation Knowledgebase site. • If you are using the Historian Asset Framework server in versions 3.0 or 3.01, follow the steps below. To upgrade FactoryTalk Historian Asset Framework: 1. Run the FactoryTalk Historian SE installation DVD. 2.
Appendix E Upgrading FactoryTalk Historian SE "A previous version of the AF Server has been detected on this computer. This installation may make update changes to the existing AF database. After these changes are complete, a downgrade to the AF database will not be possible. If you wish to make a backup of your current AF installation before continuing with this installation, exit now by clicking the Cancel button. If you wish to continue with this installation, click the Next button." 10. Click Next.
Upgrading FactoryTalk Historian SE Appendix E Verifying the Upgrade of Asset Framework To verify if you have upgraded Asset Framework successfully: 1. On the computer with FactoryTalk Historian SE server installed, go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears. 2. Under Servers, select the server for which you want to check the AF upgrade status. 3.
Appendix E Upgrading FactoryTalk Historian SE • If you are using FactoryTalk Historian Management Tools 3.0 or 3.01, follow the steps below. To upgrade your FactoryTalk Historian Management Tools to the current version: 1. Stop PI services: 1. Go to Start > Run. The Run dialog box appears. 2. Type services.msc. The Services dialog box appears. 3. Find the following services: • PIPC Log Server • PI Network Manager 4. For each service, right-click it, and then select Stop.
Upgrading FactoryTalk Historian SE Appendix E NOTE For more information on the migration process, refer to the KB article 491889 (https://rockwellautomation.custhelp.com/app/answers/detail/ a_id/491889) on the Rockwell Automation Knowledgebase site. • If you are using FactoryTalk Historian Live Data Interface 2.10 or 2.20, you need first to uninstall the interface, and then install the new version. • If you are using FactoryTalk Historian Live Data Interface 3.0 or 3.01, follow the steps below.
Appendix E 174 Upgrading FactoryTalk Historian SE Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Appendix F Removing FactoryTalk Historian SE IMPORTANT Do not remove FactoryTalk Historian SE unless you have decided not to use Historian SE server, or you are resetting your FactoryTalk Historian plant floor operations. Removing FactoryTalk Historian SE will result in the loss of data. To remove FactoryTalk Historian SE, choose either of the following methods: • Using the Start menu (page 177). • Using Control Panel (page 177). • Using the FactoryTalk Historian SE installation DVD (page 178).
Appendix F Removing FactoryTalk Historian SE Click OK to complete the removal process. • If you are removing FactoryTalk Historian from a computer, on which FactoryTalk Historian SE 3.0 has been previously installed, the following message appears after you click Finish in the removal wizard: Click OK to complete the removal process. • If you are removing FactoryTalk Historian from a computer, on which you have upgraded FactoryTalk Historian SE 3.0 to 3.01, both messages described above will appear.
Removing FactoryTalk Historian SE Removing the Suite Using the Start Menu NOTE Appendix F Stop the Batch interface before you start the removal process. To remove the suite using the Start menu: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE. 2. Click the Uninstall link of the FactoryTalk Historian suite you want to remove from the computer. The removal wizard appears. 3. On the wizard pages, click Next and then Uninstall to start the removal process. 4.
Appendix F Removing FactoryTalk Historian SE Removing the Suite Using the Installation DVD To remove FactoryTalk Historian SE using the FactoryTalk Historian SE installation DVD: 1. Run the FactoryTalk Historian SE installation DVD. 2. On the welcome page of the installation wizard, click Install FactoryTalk Historian Site Edition > Install FactoryTalk Historian SE > Uninstall FactoryTalk Historian Site Edition. 3.
Appendix G Technical Support and Resources Rockwell provides dedicated technical support internationally, 24 hours a day, 7 days a week. You can read complete information about technical support options, and access all of the following resources at the Rockwell Automation Support Web site (http://www.rockwellautomation.com/support/). Before You Call or Write for Help When you contact Rockwell Automation Technical Support, please provide: • Product name, version, and/or build numbers.
Appendix G Technical Support and Resources 2. Under Collectives and Servers, select the name of the server you want to check. 3. Under System Management Tools, select Operation > PI Version. The Version in Memory and Version on Disk columns display information on versions of all the server subsystems. If you do not have System Management Tools installed, open a command prompt, change to the pi\adm directory, and type piversion -v.
Index A Activating Excel COM Add-ins for FactoryTalk Historian DataLink 110 Activating the Historian Server 63 Adding Individual Data Points Manually 96 Adding Multiple Data Points Automatically 97 Adding the Server to the FactoryTalk Directory 77 Allocating Licenses to Interface Types 90 Archiving and Backups 100 Assign Licenses to Notifications 149 Assigning License Activations to Server Collectives 131 Assigning License Activations to the Historian Server 88 B Before You Call or Write for Help 179 C C
Index E Enable Buffering 106 Enabling Excel Add-ins for Historian Clients 109 Error Failure to Retrieve Interface Information 116 Server Not Found 115 System is a PINs Node 115 Execute the SQL Scripts to Create and Populate the AF SQL Database 57 F FactoryTalk Historian Installation Package 11 FactoryTalk View SE TrendX 161 Find the Version and Build Numbers 179 Firewall-related Errors 119 Folders Creation 118 G General 115 H High Availability (HA) Architecture 123 Historian Security Components and Thei
Index Managing Security of the Historian Server Database 73 Manually Create or Upgrade the AF SQL Database 55 Message Parameters 112 Modify the AF Application Service Connect String 59 N New Product Satisfaction Return 186 No Connection to FactoryTalk Directory 117 S Schema Creation 117 Securing the Historian Server 64 Specify FactoryTalk Directory Server Location 24 Start Notifications 151 Start the ACE Scheduler 139 Synchronize Time Settings on FactoryTalk Historian System Computers 17 System Requireme
Index Verify the License Consumption by the Notifications 152 Verify the MDB to AF Synchronization 61 Verify the Notifications Status 145 Verify the OLE DB MMC Snap-in Status 141 Verify the OLEDB Enterprise Installation 140 Verify the SQL Data Access Server Status 142 Verify the Status of the OPC DA and OPC HDA Servers 154 Verifying Communication Between Server Collective Members 128 Verifying Replication of Configuration Changes in the Primary Server 129 Verifying the FactoryTalk Historian Live Data Local
Index Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 185
Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products. At http://www.rockwellautomation.com/support/, you can find technical manuals, a knowledge base of FAQs, technical and application notes, sample code and links to software service packs, and a MySupport feature that you can customize to make the best use of these tools.
