factorytalk historian se installation and configuration guide

INSTALLATION AND CONFIGURATION GUIDEPUBLICATIONHSE-IN021A-EN-E–March 2009

Supersedes Publication HSE-IN020A-EN-P

HistorianSE

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

Copyright Notice© 2009 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.

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

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

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

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

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

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

CONTENTS

1 • Overview ........................................................................................................... 1Other Information Sources............................................................................................................. 1

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

2 • Plan Your System............................................................................................. 3Select Your Platform ..................................................................................................................... 3

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

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

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

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

Install Other Components .............................................................................................................. 9FactoryTalk Historian DataLink ................................................................................................ 9FactoryTalk Historian Site Edition Management ...................................................................... 9

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

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

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

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

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

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

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

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

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

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

4 • Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView.... 25Install FactoryTalk Historian DataLink....................................................................................... 25

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

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

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

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

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

6 • Record Messages Using FactoryTalk Diagnostics ..................................... 31Message Parameters..................................................................................................................... 31View Messages ............................................................................................................................ 31

7 • Use Additional FactoryTalk Historian SE Features..................................... 33Auto Discovery Wizard ............................................................................................................... 33Discovery Rule Editor ................................................................................................................. 33FactoryTalk Historian Live Data Local Interface........................................................................ 34Verify the Local Interface Configuration .................................................................................... 34

8 • Use FactoryTalk View TrendX Object........................................................... 35Configure the Trend Properties.................................................................................................... 35Add Pen Configuration ................................................................................................................ 36Support Multiple FactoryTalk Historian SE Servers................................................................... 36

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9 • Configure a Collective ................................................................................... 37Collectives Information ............................................................................................................... 37Create a Collective....................................................................................................................... 38

10• Configure Redundant FactoryTalk Live Data Interfaces ............................ 41Prerequisites................................................................................................................................. 41Configure Phase 2 Failover.......................................................................................................... 41

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

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

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

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

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

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CHAPTER 1

OverviewFactoryTalk® Historian Site Edition (SE) provides the capability to collect, store, analyze, and visualize data using a powerful engine and a set of reporting tools such as time-series trends, bar charts, piecharts, 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.

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

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

FactoryTalk Directory: FactoryTalk Historian SE uses FactoryTalk Directory to look up data points for configuring points to historize. The FactoryTalk Directory is also used for auto-discovering controller data sources and tags in the initial configuration process.

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

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

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

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

FactoryTalk View SE Trending: FactoryTalk View Site Edition natively trends data from FactoryTalk Historian SE.

Other Information Sources

For additional information about FactoryTalk Historian SE, consult the resources available from Start > Programs > Rockwell Software > FactoryTalk Historian SE > Help.

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

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Training Programs

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

If you would like more information about these training programs, visit the Rockwell Automation site on the Web at http://www.rockwellautomation.com/support/, or call 1.440.646.3434.

Knowledgebase

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

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

Consulting Services

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

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CHAPTER 2

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

Select Your Platform

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

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

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

Microsoft Windows 2000 Server with Service Pack 4 or laterMicrosoft Windows 2003 Server with Service Pack 1 or laterMicrosoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only)

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


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


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FactoryTalk Historian SE Installation and Configuration Guide•

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

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

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

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

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

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

Configure Your Environment

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

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

FactoryTalk Services Platform (includes FactoryTalk Directory)

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

RSLinx Enterprise

FactoryTalk Activation Server

FactoryTalk Activation Client

Other Components (FactoryTalk Historian DataLink, and FactoryTalk Historian Site Edition Management)

IMPORTANT! If you ordered FactoryTalk Historian ProcessBook, FactoryTalk Historian ActiveView, and/or FactoryTalk Historian DataLink, you will receive an additional three installation CDs.

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

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2 • Plan Your System• • • • •

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

Example FactoryTalk Historian SE Configuration

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

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

FactoryTalk Activation Server on a dedicated server computer.

FactoryTalk Historian SE on a server computer.

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

(Optional) FactoryTalk View Site Edition Client and FactoryTalk View Site Edition Updates on the same computer. Note: Install FactoryTalk View Site Edition Updates on the same computer on which you install FactoryTalk View Site Edition.

RSLinx Enterprise and FactoryTalk Historian Live Data Interface on a computer other than the FactoryTalk Historian SE server computer. Note: Configure the buffer subsystem on the same machines on which you install FactoryTalk Historian Live Data Interface.

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(Optional) FactoryTalk Historian ProcessBook and FactoryTalk Historian ActiveView on the same computer.Note: Do not install FactoryTalk Historian ProcessBook (or any of the other clients, such as ActiveView or DataLink) on the FactoryTalk Historian server computer.

(Optional) FactoryTalk Historian DataLink (Excel Add-In) on a separate computer.FactoryTalk Administration Console.FactoryTalk View Site Edition (SE) Server.

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CHAPTER 3

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

The FactoryTalk Historian SE installation screen displays the following options:

Open Installation Instructions

This option opens this installation guide in PDF format.

Install FactoryTalk Services Platform

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

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

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

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

FactoryTalk Services Platform is an underlying architecture and set of common services (such as diagnostic messages, health monitoring services, access to real-time data, and shared plant resources such as tags and graphic displays) that Rockwell Automation products build upon. It is a prerequisite for all FactoryTalk-enabled software products, such as FactoryTalk Historian SE, FactoryTalk View, and RSLinx Enterprise.

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

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

The FactoryTalk Services Platform includes two directories: a Local Directory and a Network Directory. In a Local Directory, all project information and participating software products are located on a single computer. Local applications cannot be shared across a network. A Network Directory organizes project information from multiple FactoryTalk products across multiple computers on a network.Note: FactoryTalk Historian SE supports Network Directory only.

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

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

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

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

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

Specify FactoryTalk Directory Server Location

This option points your client computer to the FactoryTalk Directory Server computer. Once your computer is connected to the FactoryTalk Directory Server, you can use the client computer to administer the Network directory on the FactoryTalk Directory Server computer. Also, the FactoryTalk Administration Console window on your client computer reflects the content of the Network Directory server computer.

Install FactoryTalk Historian Site Edition

This option provides three installation options:Note 1: We recommend that you use the default install options.

Note 2: If you want to use the SMT software installed on a FactoryTalk Historian SE Server computer to manage a FactoryTalk Historian Live Data Interface installed on another computer, you must log on to both computers with the same username. (The user must have administrator privileges on both computers.)

FactoryTalk Historian Site Edition Server Install

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

FactoryTalk Historian Site Edition Live Data Interface Install

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

Select Components and Tools

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

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

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

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

FactoryTalk Historian Site Edition Live Data Interface: This option installs the FactoryTalk Historian Live Data Interface, AutoDiscovery, and Rule Editor. The FactoryTalk Historian Live Data Interface is a FactoryTalk Live Data client that enables process data to be passed between a FactoryTalk Live Data Server and a FactoryTalk Historian SE Server.

Install Other Components

This option provides the following options:

FactoryTalk Historian DataLink

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

FactoryTalk Historian Site Edition Management

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

Install RSLinx Enterprise This option installs RSLinx Enterprise, which is a FactoryTalk Live Data Server and device-based alarm and event server. RSLinx Enterprise links Allen-Bradley networks and devices to Microsoft Windows products such as the FactoryTalk View Site Edition (HMI software) and the RSLogix family of device programming software. RSLinx Enterprise provides FactoryTalk Historian SE the data point (tags) it collects from Rockwell Automation controllers.

Install FactoryTalk Activation Server This option installs FactoryTalk Activation Server, which allows you to download activation files using an Internet connection and transfer activation files to a computer that does not have an Internet connection. Install this software on the same computer as the FactoryTalk Directory Server.

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Install FactoryTalk Activation Client This option installs FactoryTalk Activation Client, which enables you to transfer activations from the FactoryTalk Activation Server to the client computers, such as FactoryTalk Historian SE Server, Data Server computer, or engineering workstations. Install Activation Client on all the client computers.

Uninstall FactoryTalk Historian Site Edition

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

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

Open Release Notes

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

Steps to Install FactoryTalk Historian SE 2.1

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

If you are an existing customer upgrading from FactoryTalk Historian SE 2.0 to FactoryTalk Historian SE 2.1, see “Steps to Upgrade to FactoryTalk Historian SE v2.1”.Note: Make sure you have the appropriate environment configuration before continuing. See “Plan Your System” for details.

1. “Steps to Install FactoryTalk Services Platform”2. “Steps to Specify FactoryTalk Directory”3. “Steps to Install FactoryTalk Activation Server”4. “Steps to Install FactoryTalk Historian SE Server”5. “Steps to Install RSLinx Enterprise (Data Server)”6. “Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface”7. “Steps to Install Other Components (optional)”

Steps to Install FactoryTalk Services Platform

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

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

2. On the Welcome screen, click Next.3. On the FactoryTalk Services Platform License Agreement screen, read the end-user

license agreement, select the I accept the terms of the license agreement option, and then click Next.

4. Select the Install FactoryTalk Administration Console option, and click Next.5. On the Ready to Install the Program screen, click Install to start installing

FactoryTalk Services Platform.6. On the Installshield Wizard Completed screen, click Finish.7. Restart the computer.

Steps to Specify FactoryTalk DirectorySpecify the location of the FactoryTalk Directory Server computer, and then point all the other computers to the FactoryTalk Directory Server computer. To do this:1. On your FactoryTalk Directory Server computer, run the FactoryTalk Historian SE

Install DVD. From the installation screen, click Specify FactoryTalk Directory Server Location. This will launch the FactoryTalk Directory Server Location Utility screen. Because you are already on the FactoryTalk Directory computer, on this screen you will see the name “localhost” on this screen. Click OK, and then restart the computer.

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

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

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Steps to Install FactoryTalk Activation Server

Install FactoryTalk Activation Server software on the FactoryTalk Directory Server computer. To do this:1. Insert the Historian SE Install DVD into the DVD drive of the Directory Server

computer. From the installation screen, click Install FactoryTalk Activation Server.

2. On the Welcome to the InstallShield Wizard screen, click Next.3. On the License Agreement screen, read the end-user license agreement, select the I

accept the terms of the license agreement option, and then click Next. 4. On the Customer Information screen, enter the user name and organization, and then

click Next.5. On the Setup screen, keep the default settings, and then click Next.6. On the Ready to Install Program screen, click Install.7. On the InstallShield Wizard Completed screen, click Finish.8. The FactoryTalk Activation tool wizard will open. To obtain FactoryTalk Historian SE

activations, follow the on-screen instructions. If you do not want to obtain activation files at this time, close the wizard and the tool. You can use the FactoryTalk Activation tool and wizard to obtain activations at a later time, as described in the next section.

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

Obtaining the Activation Files

The FactoryTalk Activation tool allows you to obtain the activation files needed to activate the FactoryTalk Historian SE software. The FactoryTalk Activation wizard, accessible from the FactoryTalk Activation tool, guides you through the process of obtaining activation files. To open the FactoryTalk Activation tool:1. Go to Start > Programs > Rockwell Software > FactoryTalk Activation, and then

click FactoryTalk Activation Tool.

2. On the Get Activations tab, click Open Activation Wizard.3. Follow the on-screen instructions.4. When you are notified that the product activations have been downloaded, click

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

Steps to Install FactoryTalk Historian SE Server

On the computer you want to install FactoryTalk Historian SE Server, insert the Historian SE Install DVD into the DVD drive and from the installation screen, click Install FactoryTalk Historian Site Edition.1. On the Welcome screen, click Next.

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

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

4. On the Setup Type screen, select FactoryTalk Historian Server Installation, and then click Next. This option installs all of the components. For more information, see “FactoryTalk Historian Site Edition Server Install.”

5. On the InstallShield Wizard Completed screen, clear the Specify FactoryTalk Directory Location and FactoryTalk Activation Server check boxes (you already set the FactoryTalk Directory and installed the FactoryTalk Activation Server).

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

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

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

click Next.4. On the Setup screen, keep the default settings, and then click Next.5. On the Ready to Install Program screen, click Install.6. On the InstallShield Wizard Completed screen, click Finish.

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

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

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

3. Click the Settings tab.4. On the Settings tab, click the “+” icon as shown in the following figure. Clicking the

+ icon introduces a browse button.

5. Click the browse button to launch the Browse for Folder dialog box.6. Browse to the computer on which you installed FactoryTalk Activation Server, and

select it to add it to the list.7. Click the Current Activation tab to verify the activations were added from the server.

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

Steps to Configure the FactoryTalk Historian SE Server

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

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

1. Start FactoryTalk Administration Console from Start > Programs > Rockwell Software > FactoryTalk Administration Console.

2. On the Select FactoryTalk Directory dialog box, select Network.3. In the FactoryTalk Administration Console window, right-click the Historical Data

folder (under System > Connections folder), and select New Historian Server Connection.

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

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

To assign licenses to the server, do the following:1. Right-click the server name, and select Properties from the drop-down menu.

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

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

Steps to Install RSLinx Enterprise (Data Server)

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

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

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Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface

Install the FactoryTalk Historian Live Data Remote Interface component on the same computer as the data server. This interface collects data points (tags) from the data server and passes them to the FactoryTalk Historian SE Server. After installing the interface, configure the buffering service on the data server computer. The buffering service stores data in its memory so that in the event the data server is not able to communicate with the FactoryTalk Historian SE Server, the data will not be lost.

To install the FactoryTalk Historian Live Data Remote Interface on the data server, use the following procedure: 1. On the installation screen, click Install FactoryTalk Historian Site Edition.

2. On the Welcome screen, click Next. 3. On the End User License Agreement screen, select I accept the terms of the

agreement, and then click Next.4. On the Company Information screen, enter the user name, organization, and serial

number. Click Next to continue.5. On the Setup Type screen, select FactoryTalk Historian Interface Installation, and

then click Next. For more information on what is installed when you click this option, See “Install FactoryTalk Historian Site Edition.”

6. On the InstallShield Wizard Completed screen, clear the Install FactoryTalk Activation and Specify FactoryTalk Directory Location check boxes.

7. When you are prompted to restart, click Yes.

Steps to Configure the Interface

To configure this interface:1. On the computer on which FactoryTalk Historian SE Server is installed, start

FactoryTalk Administration Console from Start > Programs > Rockwell Software > FactoryTalk Administration Console.

2. On the Select FactoryTalk Directory dialog box, click Network.3. In the FactoryTalk Administration Console window, right-click the FactoryTalk

Historian Server name (under System > Connections > Historical Data), and from the drop-down menu select New Data Collection Interface. This will open the Data Collection Interface Properties dialog box.

4. On Data Collection Interface Properties, in the computer hosting the interface section, make sure you select the name of the computer on which you installed the data server and the FactoryTalk Historian Live Data Remote Interface.

5. Verify that the Startup Type is set to Automatic, and then click Start to start the Data Collection service. Wait until the message Started displays.

6. Click OK to close the dialog box.

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Steps to Add Data Points

To add data points to the FactoryTalk Historian SE Server, use the following procedure:Note: Do not create a new tag or modify a tag definition when the FactoryTalk Live Data Interface is disconnected from the FactoryTalk Historian Server; the FTLD interface will not read the tags you created or modified while it was offline. However, if you did create or modify a tag while the FTLD interface was offline, you must manually change the tag definition when the FTLD interface is reconnected.

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

2. On the Select FactoryTalk Directory dialog box, select Network.3. From the Project Explorer, right-click the application you want to collect points from,

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

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

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

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

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

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

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

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

11. Use the default settings in the Tag Search dialog box and click Search. 12. From the list of tags that appears in the search results, select one of the tags, and click

OK. This displays the current value of the tag.

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Steps to Verify Data Collection

Verify that you see the recorded value of the tag. To do that:1. Click the Recorded Values sub-folder under the Data folder.

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

3. Use the default settings in the Tag Search dialog box and click Search.4. From the list of tags that appears in the search results, select the tag you selected in

Step 12 in the previous section, and then click OK. The Recorded values dialog box displays.

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

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

Steps to Enable BufferingThe buffering subsystem stores time-series values to memory when the remote interface computer cannot communicate with the FactoryTalk Historian SE Server. To enable buffering on the interface computer, use the following procedure:Note: FactoryTalk Historian SE only supports the PI Buffer Subsystem and not the API (BufServ) buffering.

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

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

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

4. Exit the System Management Tools by selecting File > Exit from the main menu.5. Launch the Interface Configuration Utility from Start > Programs > Rockwell

Software > FactoryTalk Historian SE > Interface Configuration Utility.6. From the Interface list on the Interface Configuration Utility dialog box, select the

Remote Interface name.7. From the Interface Configuration Utility main menu, select Tools > Buffering.8. On the Buffering dialog box, select the Choose Buffer Type option, and then select

the Enable buffering with PI Buffer Subsystem option (right pane), and click Yes on the confirmation message that displays. Wait until the status 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. Restarting ensures restart of the buffering subsystem.

As a general rule, you must always disable buffering on the interface before you delete it. If you forget to disable buffering, you will have to restart the computer to make sure the buffering subsystem is restarted.

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

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

shown in the following figure.

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

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

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

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

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

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Steps to Install Other Components (optional)

This section describes each option for client applications and updates.

Steps to Install FactoryTalk Historian DataLink Client

This option installs the FactoryTalk Historian DataLink plug-in for Microsoft Excel. For instructions, see “Install FactoryTalk Historian DataLink.”Note: To use FactoryTalk Historian DataLink, you must have Microsoft Excel installed.

Steps to Install FactoryTalk Historian Site Edition Management Components

This option enables you to configure the FactoryTalk Historian Server and FactoryTalk Historian Live Data Interface. It installs PI SDK, Rule Editor, and AutoDiscovery. Install this software on the computer you installed the FactoryTalk Live Data Interface client, and also install it on the FactoryTalk View SE computers if TrendX is configured to trend data from FactoryTalk Historian SE.Note: This option does not install Interface Configuration Utility, System Management Tools or FactoryTalk Administration Console.

Steps to Uninstall FactoryTalk Historian SE

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

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

Steps to Upgrade to FactoryTalk Historian SE v2.1

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

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

Follow these steps in the order they are listed to upgrade from FactoryTalk Historian SE 2.0 to FactoryTalk Historian SE 2.1. Each step is described in the sections that follow.1. “Steps to Stop Services and Processes”

2. “Steps to Upgrade FactoryTalk Services Platform (optional)”3. “Steps to Upgrade FactoryTalk Activation Server and Client (optional)”4. “Steps to Upgrade RSLinx Enterprise (optional)”5. “Steps to Back Up Your 2.0 Database”6. “Steps to Upgrade FactoryTalk Historian ActiveView”

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7. “Steps to Upgrade FactoryTalk Historian DataLink”8. “Steps to Upgrade FactoryTalk Historian ProcessBook”

Steps to Stop Services and Processes

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

FactoryTalk Historian SE system.

2. Make sure the FactoryTalk Historian Live Data Agent (FTLDIntAgent) service is not running by going to Start > Settings > Control Panel > Administration Tools > Services.

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

Steps to Upgrade FactoryTalk Services Platform (optional)

To upgrade FactoryTalk Services Platform, use the following procedure:

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

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

2. Once you have backed up the directory, on the installation screen, click Install FactoryTalk Services Platform. The install will check for the current version of the platform installed on the computer, and display a message. On the dialog box, click OK to continue the upgrade process, or click Cancel to cancel the upgrade.

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

3. On the Welcome screen, click Next.4. On the FactoryTalk Services Platform License Agreement screen, read the end-user

license agreement, select I accept the terms of the license agreement, and then click Next.

5. Select Install FactoryTalk Administration Console, and then click Next.6. On the Ready to Install the Program dialog box, click Install to start installing

FactoryTalk Services Platform.7. On the Installshield Wizard Completed dialog box, click Finish. The setup process

will prompt you to restart the computer8. Click OK to restart the computer.9. After restarting the computer, verify the version of FactoryTalk Services Platform, and

verify that the settings in the previous version of FactoryTalk Services Platform were copied over to the new version during the upgrade process.

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

Steps to Upgrade FactoryTalk Activation Server and Client (optional)

To upgrade to FactoryTalk Activation Server and Client, use the following procedure: 1. On the installation screen, click Install FactoryTalk Activation Server, or, if you are

upgrading only the client version, click Install FactoryTalk Activation Client. The install will check for the current version of the FactoryTalk Activation Server or Client installed on the computer, and display a message. On the dialog box, click OK to continue the upgrade process, or click Cancel to cancel the upgrade.


2. On the Welcome to the InstallShield Wizard screen, click Next.3. On the License Agreement screen, read the end-user license agreement, select I

accept the terms of the license agreement, and then click Next.

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

5. On the Setup screen, keep the default settings, and then click Next.6. On the Ready to Install Program screen, click Install.7. On the InstallShield Wizard Completed screen, click Finish. The setup process will

prompt you to restart the computer.8. Click OK to restart the computer.9. After restarting the computer, verify the version of FactoryTalk Activation Server and

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

Steps to Upgrade RSLinx Enterprise (optional)

To upgrade to RSLinx Enterprise, use the following procedure:Note: You must upgrade FactoryTalk Services Platform before you upgrade RSLinux Enterprise.

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


2. On the Welcome to the InstallShield Wizard screen, click Next.3. On the License Agreement screen, read the end-user license agreement select I

accept the terms of the license agreement, and then click Next. 4. On the Customer Information screen, enter the user name and organization, and

click Next.

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5. On the Setup screen, keep the default settings, and then click Next.6. On the Ready to Install Program screen, click Install.7. On the InstallShield Wizard Completed screen, click Finish.

Steps to Back Up Your 2.0 Database

To backup your FactoryTalk Historian SE 2.0 database, follow the steps listed in Chapter 4: Backing Up FactoryTalk Historian Server in the FactoryTalk Historian Server System Management Guide.

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

Steps to Upgrade FactoryTalk Historian ActiveView

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

Programs > Rockwell Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian ActiveView. Follow the wizard to complete the uninstallation.

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

Steps to Upgrade FactoryTalk Historian DataLink

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

Programs > Rockwell Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian DataLink. Follow the wizard to complete the uninstallation.

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

Steps to Upgrade FactoryTalk Historian ProcessBook

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

Programs > Rockwell Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian ProcessBook. Follow the wizard to complete the uninstallation.

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

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CHAPTER 4

Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView

Install FactoryTalk Historian DataLink

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

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


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

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


agreement, and then click Next.4. From the Setup Type screen, select Typical. 5. When the installation is complete, restart your computer.6. Start Microsoft Excel. From the main menu, select Tools > Add-Ins.7. In the Add-Ins dialog box, click Browse to browse to the following files, and then

click OK to add the files. c:\Program Files\Rockwell Software\FactoryTalk Historian\Server\PIPC\Excel\PITrendXL.xla

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

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

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

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

8. Click OK on the Add-Ins dialog box.9. If ActiveX warnings display, click OK.

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

Open Release Notes

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

Install FactoryTalk Historian ProcessBook

FactoryTalk Historian ProcessBook is an advanced analytics client used to visualize data stored in FactoryTalk Historian server. See the FactoryTalk Historian ProcessBook User’s Guide for more information.

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


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

Install ProcessBook Client1. On the installation screen, click Install FactoryTalk Historian ProcessBook.


agreement, and then click Next.4. From the Setup Type screen, select Typical. 5. When the installation is complete, restart your computer.

Open Release Notes

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

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4 • Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView• • • • •

Install FactoryTalk Historian ActiveView

FactoryTalk Historian ActiveView is a ProcessBook runtime client that presents displays of live data from the FactoryTalk Historian server as well as information from ODBC sources (via ADO or VBA). These displays are created using FactoryTalk Historian ProcessBook, and FactoryTalk Historian ActiveView is installed on all the computers on which you want to run the displays. Also, using Microsoft Internet Explorer you can deploy FactoryTalk Historian ActiveView on the Internet or within a corporate intranet. You can insert FactoryTalk Historian ActiveView displays as ActiveX controls in existing Microsoft Excel spreadsheets, FactoryTalk View SE, or other reporting tools used in your environment. See the FactoryTalk Historian ActiveView User’s Guide for more information.

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


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

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


agreement, and then click Next.4. From the Setup Type screen, select Typical. 5. When the installation is complete, restart your computer.6. Launch the Internet Information Services Manager application from Start >

Programs > Administrative Tools > Internet Information Services (IIS) Manager.7. In the IIS main window, in the left pane, you will see the name of your local computer,

right-click the name, and from the list, select Properties. 8. On the Properties dialog box, click MIME Types.9. On the MIME Types dialog box, click New.10. In the MIME Type New dialog box, in the Extension field, enter the following

information:Extension: .pdi

MIME type: application/octet-stream

11. Click OK to close the MIME Types dialog box.12. Click OK to close the Properties dialog box.

Open Release Notes

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

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Install Optional PI Components

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

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

Uninstall FactoryTalk Historian ProcessBook

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

Uninstall FactoryTalk Historian DataLink

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

Uninstall FactoryTalk Historian ActiveView

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

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CHAPTER 5

Secure FactoryTalk Historian SEFactoryTalk Historian SE requires you to log in to the system before using the system. To successfully log in to the system, you must belong to a FactoryTalk Historian Security group. FactoryTalk Historian SE automatically creates these groups when it is installed. To add passwords or to add new users to each group, refer to the FactoryTalk Security documentation, available from Start > Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Security Quick Start. FactoryTalk Historian SE uses the same logon protocols as the rest of the FactoryTalk system and supports FactoryTalk Security Single Sign-On.Note: If you plan to track user IDs in FactoryTalk Diagnostics, you must create identical user IDs on the FactoryTalk Historian SE Server. For information on creating user IDs on the FactoryTalk Historian SE Server, refer to the FactoryTalk Historian SE System Management User Guide.

FactoryTalk Historian SE Security Groups

The FactoryTalk Historian SE security groups created in FactoryTalk Security are as follows:

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

Modify FactoryTalk Historian Server settings - including security (FactoryTalk Historian database tables).Create, modify, and delete point definitions.Read and write any point’s historical data set.Add new point data to any point’s historical data set.

FTHEngineers have the following privileges:Create, modify, and delete point definitions.Read and write any point’s historical data set.

FTHSupervisors have the following privileges:Read any point definition.Read any point’s historical data set.Add new point data to any point’s historical data set.Add, modify, and delete point data.

FTHOperators have the following privileges:Read any point definition.Read any point’s historical data set.

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

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

FactoryTalk Historian SE Security Trusts

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

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

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CHAPTER 6

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

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

Message Parameters

Each message logged to the FactoryTalk Diagnostics service contains the following information:

Date/Time - This is the date and time the message was recorded. The time is the local time for the server. This is important to note if you are in a different time zone than the server.User Name - This is the name of the user that performed or requested an operation that generated the error message.

Note: If you plan to track user IDs in FactoryTalk Diagnostics for auditing purposes, you must create identical user IDs in the FactoryTalk Historian SE Server. See the FactoryTalk Historian System Management User Guide for information on creating user IDs in the Historian Server.

User Description - This is the full name of the user.Severity - All messages are logged as Warning or Informational.Audience - Engineer is the default audience type for all messages.Message text - This is a description of the error that occurred.Location - The name of the computer where the diagnostic message was generated.Provider - The name of the FactoryTalk product or subsystem that generated the message.

View Messages

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

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

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CHAPTER 7

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

“Auto Discovery Wizard”

“Discovery Rule Editor”

“FactoryTalk Historian Live Data Local Interface”

“Verify the Local Interface Configuration”

Auto Discovery Wizard

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

To start the wizard, click Start > Programs > Rockwell Software > FactoryTalk Administration Console. The FactoryTalk Administration Console displays.1. In the Explorer window, right-click the application or area from which you want to

search for data points. From the pop-up menu, select Discover Historian Points.2. On the Discover Historian Points dialog box, select the appropriate server

connection and data collection interface to which you want to add points, and point sources you want to search.

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

3. After the wizard completes the point discovery, it prompts you to start the Data Collection Interface Service to start collecting the data points in the FactoryTalk Historian SE server.

Discovery Rule Editor

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

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

FactoryTalk Historian Live Data Local Interface

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

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

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

Verify the Local Interface Configuration

To verify the local interface is configured:1. Open FactoryTalk Administration Console from Start > Programs > Rockwell

Software > FactoryTalk Administration Console.

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

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

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

5. Click OK to close the dialog box.

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CHAPTER 8

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

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

FactoryTalk View Site Edition (SE) is installed.

The FactoryTalk View SE Patch Roll Up is installed on all FactoryTalk View Client computers. This is required if you are using FactoryTalk View SE TrendX to visualize FactoryTalk Historian SE data. The FactoryTalk View SE Patch Roll Up is available through the Rockwell Automation Knowledgebase located at http://www.rockwellautomation.com/knowledgebase/.

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

Configure the Trend Properties

To configure the trend properties:1. Click Start > Programs > Rockwell Software > FactoryTalk View > FactoryTalk

View Site Edition Client to start FactoryTalk View SE.2. Log on using FactoryTalk Security credentials.Note: If you are logged on to the FactoryTalk system, you do not need to log on to FactoryTalk View SE separately. If you are unable to log on to FactoryTalk View SE, contact your system administrator.

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

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

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

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

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

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

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

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

Add Pen Configuration

The Add Pen Configuration dialog box enables you to add new or existing FactoryTalk Historian data points (tags) in pen for trending (one pen per tag). To open the dialog box on the Pen tab of the Trend Properties dialog box, click Add Pen(s).1. In the Add Pen dialog box, select a FactoryTalk Historian SE Server from the drop-

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

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

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

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

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

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

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

Support Multiple FactoryTalk Historian SE Servers

The Trend object supports different pens that come from multiple FactoryTalk Historian SE Servers. For example, Pen 1 tag source could be from FactoryTalk Historian SE Server A and Pen 2 tag source could be from FactoryTalk Historian SE Server B.Note: Pen 1 tag cannot have the same name as Pen 2 tag.

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CHAPTER 9

Configure a CollectiveA collective consists of two FactoryTalk Historian SE servers that have the 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. You can also create a collective with only one server.

Collectives Information

When working with collectives, keep the following in mind:

When creating collectives, you must always use fully qualified hostnames, not IP addresses.

If you make a FactoryTalk Historian SE server(s) a member of a collective, you must restart the server(s) after creating the collective. If you do not restart the server(s), FactoryTalk Administration Console will not recognize any of the third-party tag licenses you may have on your server(s).

The FactoryTalk Historian SE servers must be members of the same network domain in a collective.

Activate the FactoryTalk Historian SE servers individually before you make them part of a collective. You cannot activate a collective individually. To activate a FactoryTalk Historian SE server, see “Steps to Get Activation from FactoryTalk Activation Server”

To create a collective on computers that have Windows Firewall turned on, you must manually open Port 445 between the two computers. To open the port, follow these steps: a. Go to Start > Settings > Control Panel.

b. In the Control Panel window, click Windows Firewall.

c. In the Windows Firewall dialog box, click the Exceptions tab.

d. On the Exceptions tab, select the File and Printer Sharing checkbox (Programs and Services list), and then click Edit.

e. In the Edit a Service dialog box, select the checkbox next to TCP 445, and then click OK.

f. Click OK to close the Windows Firewall dialog box.

Prerequisite: Install and activate all FactoryTalk Historian SE servers before you make them part of a collective. If you are installing FactoryTalk Historian SE 2.1 for the first time, see “Steps to Install FactoryTalk Historian SE 2.1” for more information. If you are an existing customer, see “Steps to Upgrade to FactoryTalk Historian SE v2.1”.

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Create a Collective1. Click Start > Programs > Rockwell Software > FactoryTalk Historian SE >

FactoryTalk Historian SE System to open the Collective Manager.

2. From the main menu, select File > Create New Collective. This launches the Create New Collective wizard.

3. On the Create New Collective dialog box, select both I have verified my backups are valid and I have verified my interface servers configuration options and then click Next.

4. On the Existing or New Primary dialog box, select one of the following:

A new installed server if you are creating a new collective

An existing server that contains historic data if you are adding an existing FactoryTalk Historian SE server to a collective

Click Next5. On the Select Primary and Collective name dialog box, in the Collective Primary

field, enter the name of the server you want to make the primary server. If you do not know the name of the server, click the browse button (...) to select a server from the list. In the Collective name field, enter the name of the collective.

6. On the Select Secondary Servers dialog box, click the browse button to select the secondary servers you want to add, and then click Add. Click Next.

7. On the Select Archives dialog box, you will see the list of archives on your primary server. From the list, select the archives you want copied to your secondary server. We recommend you back up all your primary server archives onto your secondary server. Click Next.

8. On the Select Backup Location dialog box, click the browse button to browse to the location where you want your primary server’s content to be backed up. Verify that the Space Available field is showing more space than the Required Space field.

9. On the Verify Selections dialog box, verify the name of the collectives, primary server, and secondary server(s). Click Next. The Conversion progress dialog box appears. It displays the steps running in the background to create the collective.

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9 • Configure a Collective• • • • •

10. On the Server ID Mismatch dialog, select Accept the new ID, and then click OK as shown in the following image.

11. On the last screen, click Finish. The Collective Manager window displays the name of the collective.

For more information on collectives, refer to the Collective Manager Help. On the Collective Manager window, select Help > Contents. FactoryTalk Historian SE High Availability and Replication also contains information about collectives.

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40

CHAPTER 10

Configure Redundant FactoryTalk Live Data InterfacesIn FactoryTalk Historian SE you can configure two FactoryTalk Live Data Interfaces to work together as redundant interfaces. Having redundant interfaces increases the reliability of data collection because if one interface fails, the other interface can keep collecting data. This chapter describes how to set up redundant FactoryTalk Live Data interfaces. You can set up phase 2 failover with either a single FactoryTalk Historian SE server or a collective.

Prerequisites

A FactoryTalk Historian SE system with interface redundancy requires the following:A FactoryTalk Historian SE server or a collective. To install and configure a server, see “Steps to Install FactoryTalk Historian SE 2.1”. To configure a collective, see “Configure a Collective”.A primary and a secondary interface (an interface already exists, but is not yet configured for failover mode). These systems typically also serve as primary and secondary data servers.

Note: When you configure a FactoryTalk Historian SE Server, a FactoryTalk Historian Live Data Interface with the name FTLD1 is created. Before you create a new interface, you must delete the FTLD1 interface. To read about the FTLD1 interface, see “FactoryTalk Historian Live Data Local Interface”.

A location to store the shared file that will be used for failover communication between the primary and backup interfaces. That is, data will be written to and retrieved from this shared file. We strongly recommend that you put this file on a dedicated file server (for example, the FactoryTalk Directory server) that has no other role in data collection.

Configure Phase 2 Failover

The following steps describe how to configure phase 2 failover with a single FactoryTalk Historian SE server or a collective.

Configure Buffering on the Primary and Secondary Interfaces

To configure buffering on the primary and secondary interfaces, do the following:1. Start the FactoryTalk Interface Configuration Utility from Start > Programs >

Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility.

2. From the Interface Configuration Utility menu bar, select Interface > SDK Connections...

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3. In the FactoryTalk Historian Connection Manager, add either a collective or a single FactoryTalk Historian Server.

4. Click Save to save the newly added collective server. Click Close. 5. From the Interface Configuration Utility menu bar, select Tools > Options.6. In the Options dialog window, click the radio button next to Load interfaces from a

selected list of PI servers.

7. Check the box next to the newly loaded interface (below the Load interfaces from a selected list of PI servers), and then click OK.

8. From the Interface Configuration Utility menu bar, select Tools > Buffering.

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

9. In the Buffering dialog window, click the radio button next to Enable buffering with PI Buffer Subsystem. Click Yes on the confirmation message that displays. Wait until the status box displays Current Configuration: Good.

10. From the left pane, click Buffered Servers, and then select the name of the FactoryTalk Historian SE from the Buffering to collective/servers drop-down list (right pane).

11. Click Apply to save the changes. 12. When prompted to restart the Buffer subsystem, click Yes.13. Repeat the above steps on the secondary interface computer.

Create a Shared File Folder

To store the shared file that is used to synchronize failover operations, create a shared folder on a computer that is not involved in data collection. For example, you can create the folder on the FactoryTalk Directory server computer. After creating the folder, assign permissions to it so that both the primary and the secondary interface computers have read and write access to it. To assign permission, do the following:1. Right-click the folder, and select Properties from the drop-down.

2. On the Properties dialog box, click the Sharing tab.3. On the Sharing tab, click Share this folder.4. Click Permissions to open the Permissions dialog box. 5. In the Group or user names list box, you will see Everyone listed. Select it, and then

click the Full Control, Change, Read checkboxes in the Allow column. You must also add a windows domain user if your computers are part of a windows domain. To do that click Add, and the Select Users, Computers, or Groups dialog box is

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displayed. In the Enter the object names to select textbox, enter the name of the windows domain user, and then click OK to return to the Permissions dialog box.

6. On the Permissions dialog box, select the windows domain user you added, and then click the Full Control, Change, Read checkboxes in the Allow column to give permissions to the domain user.

7. Click Apply to save the changes, and then click OK to close the dialog box.

Configure the Primary Interface

To configure the primary interface, do the following:1. In the General section of the Interface Configuration Utility window, set the

Interface ID to “1” as shown in the following image.

2. In the PI Host Information section of the Interface Configuration Utility window, use the drop-down menus to the right of the SDK Member and API Hostname fields to point to the primary FactoryTalk Historian server, as shown in the following image.

3. Select Failover from the left panel of the Interface Configuration Utility window to expose the UniInt Failover options, as shown in the following image. Click the radio button next to Phase 2. This will enable UniInt failover. In the same window, click the browse button next to the Synchronization File Path and type the following path: “\\apcndaebiz03\ShareFile\FTLDInt_FTLD_1.dat”. Note that “apcndaebiz03” is the share file node.

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4. In the same UniInt Failover section of the window, select “Hot” from the drop-down box next to UFO Type. In the Failover ID# for this interface field, enter “1”, and in the Failover ID# of the other interface field, enter “2”. Click Apply.

5. Select Service from the left panel of the Interface Configuration Utility window to expose the Service Configuration options, as shown in the following image. In the Service ID field, enter “1” to create service for your primary interface, “FTLDInt1”.

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Configure the Secondary Interface

To configure the secondary interface, do the following: 1. In the General section of the Interface Configuration Utility window, set the

Interface ID to “1” as shown in the following image.

2. In the PI Host Information section of the Interface Configuration Utility window, use the drop-down menus to the right of the SDK Member and API Hostname fields to point to the Secondary FactoryTalk Historian server, as shown in the following image.

3. Select Failover from the left panel of the Interface Configuration Utility window to expose the UniInt Failover options, as shown in the following image. Click the radio button next to Phase 2. This will enable UniInt failover. In the same window, click the browse button next to the Synchronization File Path and type the following path: “\\apcndaebiz03\ShareFile\FTLDInt_FTLD_1.dat”. Note that “apcndaebiz03” is the share file node.

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4. In the same UniInt Failover section of the window, select “Hot” from the drop-down box next to UFO Type. In the Failover ID# for this interface field, enter “2”, and in the Failover ID# of the other interface field, enter “1”. Click Apply.

5. Select Service from the left panel of the Interface Configuration Utility window to expose the Service Configuration options, as shown in the following image. In the Service ID field, enter “2” to create service for your Secondary Interface, “FTLDInt2”.

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Modify FTLD Services Properties

To modify FTLD services properties on failover interfaces, do the following:1. From your computer’s menu bar, select Start > Settings > Control Panel >

Administration Tools > Services. In the Services window, scroll to locate the name “PI-FTLDInt1”. Select and then right-click on it. Select Properties from the drop-down menu.

2. The PI-FTLDInt1 Properties dialog box is displayed, as shown in the following image.

3. On the PI-FTLDInt1 Properties dialog box, click the Log On tab.4. In the Log On window, click the This account radio button, and in the textbox next to

the radio button, enter the name of a user with read and write access to the shared file folder on the FactoryTalk Directory server computer.

Note: Ensure that the assigned user name for This account is a user who has both read and write access to the shared folder.

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Configure Failover Points (Tags)

To configure failover points, do the following:1. Launch the Interface Configuration Utility window and select the primary interface

from the Interface drop-down menu. Select Failover from the left panel of the Interface Configuration Utility window to expose the UniInt Failover options.

2. In the UniInt Failover section of the window, check the box next to Enable UniInt Failover Synchronization File Path and click the radio button next to Phase2.

3. In the Tag column shown below, select a tag and then right-click on it. From the drop-down menu, select Create UFO_State Digital Set on Server...

4. The UFO_State Digital Set on Server... is now created, as shown in the following “Successfully Created” message window.

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5. In the Tag column shown in the following image, select a tag and then right-click on it. From the drop-down menu, select Create Points (UFO Phase 2).

6. In the Status column shown in the following image, the tag status has changed from “Not Created” to “Created”.

7. Start the failover interfaces and then launch the System Management Tools (SMT) application to check failover point value, as shown in the following image.

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For additional information on testing and validating, refer to “Test, Validate and Configure Tags”.

Test, Validate and Configure Tags

The following steps test and validate tags.1. Open System Management Tools, and select Current Values (left pane).

2. Click Tag Search (marked in red in the above figure) to search for tags matching the tag mask “*UFO*”.

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3. Once the search retrieves all the tags, click Select All, and then click OK to add the tags to the Current Values view.

4. Click Play on the tool bar to start monitoring the tag values. Tag values should report Pt Created until the primary interface is started for the first time.

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5. Start the FactoryTalk Live Data Interface service on the primary interface computer by clicking Play on the Interface Configuration Utility’s main window. Verify that the failover control tags report values, as shown in the following image.

6. Start the FactoryTalk Live Data Interface service on the secondary interface computer by clicking Play on the Interface Configuration Utility’s main window. Verify that the failover control tags report values, as shown in the following image.

7. Create the desired FactoryTalk Historian tags using either FactoryTalk Administration console or Excel. Verify that data is collected for these points and that data collection continues after restarting the current primary interface several times.

Monitor Failover Operations

The following five tags are configured to monitor failover operations: Active ID, Heartbeat:1, Heartbeat:2, Device Status:1 and Device Status:2. You can also configure two state tags for monitoring the status of the interfaces. If the interface does not find any of the five failover control tags, it will log an error message and shut down.

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ActiveID: This value is monitored by the interfaces to determine which interface is currently sending data to the FactoryTalk Historian server. The value can be changed manually to initiate a manual failover.

Heartbeat ID: This value indicates that the interface is functioning. This point is updated once every failover update interval. If the interface is connected to the FactoryTalk Historian server, the value of the heartbeat point will be incremented by UniInt from 1 – 15 and then wraps around to a value of 1 again. If the connection to the FactoryTalk Historian server is lost, the value of the heartbeat point will be incremented from 17 – 31 and then wrap around to a value of 17 again. Once the connection to the FactoryTalk Historian server is restored, the heartbeat values revert back to the 1 – 15 range. During a normal shutdown process, the heartbeat value will be set to zero.

Heartbeat:1: This value is updated periodically by the primary interface. The secondary interface monitors this value to determine if the primary interface has become unresponsive.

Heartbeat:2: This value is updated periodically by the secondary interface. The primary interface monitors this value to determine if the secondary interface has become unresponsive.

Device Status: This value identifies the data collection ability of an interface. A good value is represented by zero. Any value other than zero indicates the interface is not fully communicating and collecting data from the data source. If the primary interface writes a bad value for its device status to the shared file and the backup has a good device status, the backup interface will attempt to assume the role as primary as soon as it reads the bad device status value of the primary interface from the shared file.

Devicestat:1: This value is updated by the primary interface.

Devicestat:2: This value is updated by the secondary interface.

UFO_State:1 and UFO_State:2: These tags are digital tags assigned to a digital state set with the following values. The value of a state tag is updated by the primary interface.

0 =Off: The interface has been shut down.

1 =Backup No Data Source: The interface is running but cannot communicate with the data source.

2 =Backup No PI: The interface is running and connected to the data source but has lost its communication to the FactoryTalk Historian server.

3 =Backup: The interface is running and collecting data normally and is ready to take over as primary if the primary interface shuts down or experiences problems.

4 =Transition: The interface stays in this state for only a short period of time. The transition period prevents thrashing when more than one interface attempts to assume the role of primary interface.

5 =Primary: The interface is running, collecting data, and sending the data to Historian.

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To configure monitoring tags:1. Open System Management Tools from Start > Programs > Rockwell Software >

FactoryTalk Historian SE > System Management Tools.

2. In the System Management Plug-Ins pane, select Points (left pane), and then select the Digital States sub-folder.

3. Click the import sets and states from a file button on the toolbar (right pane). The Import Digital Set(s) dialog box is displayed.

4. On the Import Digital Set(s) dialog box, click the button to browse to the UniInt_Failover_DigitalSet_UFO_State.csv file. The file is usually located in the C:\Program Files\Rockwell Software\FactoryTalk Historian\Server\PIPC\Interfaces\OPCInt folder. In a collective, this file is imported to the primary FactoryTalk Historian server and then synchronized with the secondary server.

5. Once the file is imported, click Create Sets to create the sets, and then click Close to close the Import Digital Set(s) dialog box. If the Digital Sets were imported correctly, you will see the following in the right pane of the System Management Tools.

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6. Open the excel file that contains the failover control tags. Using the Export Tags option in the PI-SMT menu (PI-SMT > Export Tags) in Microsoft Excel, export the tags to the collective.

7. When finished, verify that all seven tags were exported successfully.

Related Documentation

The following documents provide additional information on interface redundancy:Introduction to FactoryTalk Historian SE System Management GuideFactoryTalk Historian SE High Availability Advanced User's GuideFactoryTalk Historian SE High Availability and Replication Guide

These documents are available from Start > Programs > Rockwell Software > FactoryTalk Historian SE > Help.

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CHAPTER 11

Troubleshoot FactoryTalk Historian SE

Verify FactoryTalk Historian SE Server Setup

Does your PC meet the minimum hardware and software requirements? See “Select Your Platform” for these requirements.

Is the software installed correctly? See “Steps to Install FactoryTalk Historian SE 2.1” for more information. Restart your computer after installing the software.

Do you have a valid activation file? See “Secure FactoryTalk Historian SE” for more information.

Verify FactoryTalk Historian SE Administration Privileges

To successfully log on to a FactoryTalk Historian SE, you must belong to a FactoryTalk Historian User Group. When you install FactoryTalk Historian SE, it automatically creates four User Groups. The four groups are FTHAdministrators, FTHEngineers, FTHSupervisors, and FTHOperators. To read more on the groups, see “Secure FactoryTalk Historian SE”.

To verify that these four User Groups were created:1. Click Start > Programs > Rockwell Software > FactoryTalk Administration

Console.

2. On the Select FactoryTalk Directory dialog box, select Network. 3. In the Project Explorer window, go to the Users and Groups folder. Verify that you

see the four User Groups, as shown in the following figure.

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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. Launch the FactoryTalk Administration Console, and create a computer account for

each FactoryTalk Historian SE host. 4. On the FactoryTalk Historian SE Install disk, look for the FTD Updates for FTH

Schemas folder. It is typically located in the Redist\FTHistorian\FTD Updates folder. 5. Open a command prompt window from Start > Programs > Accessories >

Command Prompt. Change the directory to Z:\FTHistorian SE 2.0x\Redist\FTHistorian\FTD Updates for FTH Schemas (where Z is the letter of the CD or DVD drive that is running the FactoryTalk Historian SE Installation disc).

6. Execute the file FTDUpdates.Bat. This batch file is dependent on the other four files (FTHistorianFolders.xml, FTHistorianInstallSetup.exe, FTHistorianSchema.xml, and FTHistorianStrings.xml) located in the FTD Updates for FTH Schemas folder.

7. Return to the FactoryTalk Administration Console and verify that the user groups have been created.

Verify the Windows Administrators’ Privileges

To verify that the Windows Administrators group is part of the FTHAdministrators group:1. Double-click the FTHAdministrators group. The FTHAdministrators Properties

dialog box displays.

2. In the Members field, verify that the Windows Administrators group displays, as shown in the following figure.

Note: If you do not see the group, you must add it by clicking Add on the dialog box.

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11 • Troubleshoot FactoryTalk Historian SE• • • • •

Verify the FactoryTalk Historian SE Server is RunningTo verify that the server is running:1. Click Start > Programs > Rockwell Software > FactoryTalk Historian SE >

System Management Tools. The System Management Tools window displays.

2. In the System Management Tools window, from the File menu, select Connections.3. In the PI Connection Manager dialog box, look for the name of the computer on

which you installed the FactoryTalk Historian SE server.4. Select the FactoryTalk Historian SE server name, and verify the connection status

from the status bar, as shown in the following figure.

Resolve Error MessagesUse this section to resolve error messages.

Error: System is a PINs NodeMessage: FactoryTalk Historian SE Server setup has determined that this is a PINS node. The FactoryTalk Server installation can not continue. Please completely uninstall the PI SDK and rerun setup.

Cause: This error occurs if you install FactoryTalk Historian SE Server on a computer that already has FactoryTalk Historian SE Clients (ProcessBook, DataLink) or components (System Management Tools) installed.

Resolution: Uninstall the PI Software Development Kit (PI-SDK) using the Add/Remove Programs Utility.

Error: Server Not Found Message: The requested server <FTHSE-SRV> was not found in the known servers table.

Cause: This 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 FactoryTalk Historian SE Server.

Resolution: Manually create a connection to the FactoryTalk Historian SE Server computer. To do this:1. On your client computer, go to Start > Programs > Rockwell Software > System

Management Tools.

2. From the File menu in the System Management Tools window, select Connections. 3. In the PI Connection Manager window, locate the FactoryTalk Historian SE Server

to which you want to connect. If you do not see the name of the FactoryTalk Historian SE Server, from the menu, select Server > Add Server to launch the Add Server dialog box, and add the name of the computer in the Network Node field.

4. Clear the Confirm checkbox, and then click OK to close the dialog box.

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Error: Failure to Retrieve Interface Information

Message: Failure to get/update interface information because the PI MDB content was bad.

Cause: This error occurs if, during an upgrade, you manually uninstall the earlier version of FactoryTalk Historian SE server using the Add/Remove Programs utility in Windows Control Panel.

Resolution: Delete the FTLD1 interface and create it again. To do this:1. Start FactoryTalk Administration Console from Start > Programs > Rockwell

Software > FactoryTalk Administration Console.

2. On the Select FactoryTalk Directory dialog box, select Network.3. In the FactoryTalk Administration Console Explorer window, right-click the

FTLD1 interface and select Delete. 4. Right-click the FactoryTalk Historian SE server and select New Data Collection

Interface to create a new interface. Note: During upgrades, use the install DVD to install the latest version of FactoryTalk Historian SE server. The setup process will uninstall the older version; you should not manually uninstall it using the Add/Remove Programs utility.

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INDEX

AActiveView

installing 27uninstalling 28

Auto Discovery Wizard 33

Bbuffering, enabling 17

CCollective 37Collectives Information 37Create a Collective 38Customer Support Center 2

Ddata points, adding 16diagnostic messages, viewing 31Discovery Rule Editor 33

Eerror messages 59

FFactoryTalk Activation Client 10, 22FactoryTalk Activation Server 9, 22FactoryTalk Activation tool 12FactoryTalk Diagnostics 31FactoryTalk Diagnostics Viewer tool 31FactoryTalk Historian ActiveView

installing 27uninstalling 28

FactoryTalk Historian DataLinkinstalling 25uninstalling 28

FactoryTalk Historian DataLink Client 20FactoryTalk Historian ProcessBook

installing 26uninstalling 28upgrading 23

FactoryTalk Historian SEinstalling 7overview 1troubleshooting 57

uninstalling 20upgrade instructions 23

FactoryTalk View TrendX display object 35FTHAdministrators 29FTHEngineers 29FTHOperators 29FTHSupervisors 29

IInstall FactoryTalk Historian Site Edition Management

Components 20installation, planning 3Interface redundancy 41

Mmessage parameters, FactoryTalk Diagnostics 31

Ooperating systems supported 3optional PI components, installing 28overview, FactoryTalk Historian SE 1

RRSLinx Enterprise 9, 22

Sshared file 41software components, where to install 4Steps to Configure the FactoryTalk Historian SE Server

14Steps to Install and Configure FactoryTalk Historian

Live Data Remote Interface 15Steps to Install RSLinx Enterprise (Data Server) 14Steps to Upgrade FactoryTalk Historian ActiveView,

upgrading 23Steps to Upgrade to FactoryTalk Historian SE v2.1

upgrade instructions 20

TTo 23troubleshooting 57

Uupgrading FactoryTalk Historian SE 20

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Use Additional FactoryTalk Historian SE Features 33

62

factorytalk historian se installation and configuration guide

Documents