in08 - introduction to factorytalk historian: overview strategies for collecting and analyzing data

Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.RA-TechED 2015 @RA-TechED #RA-TechED

PUBLIC INFORMATION

Introduction to FactoryTalk Historian: Overview Strategies for Collecting and Analyzing Data


Why Historian?

You can’t improve what you can’t measure!

Government Regulations in many industries REQUIRE data!

Manufacturers are often asked for a “birth certificate” on their product

Your “process” often is where you have big Energy spends

Again, if you can’t measure, you can’t improve that spend!

You may need to review historical process information WAY after product was made, so it can’t be temporary!

The answer is you need a Historian!

You need to get slow and HIGH speed data

Reliable, uninterruptable

Getting data OUT must be easy

You need to store it for LONG periods of time

You want to RECORD your

process data and review it

back at any time!

Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.RA-TechED 2015 @RA-TechED #RA-TechED 3

Agenda

Introduction

Data Collection

Visualization

Data Access

Typical Architectures

What’s New?

Summary (Q&A)


Distributed Historian Strategy

SUPERVISOR

MANAGEMENT

OPERATOR

The Right Information, at the Right Time, with the Right Fidelity…


Strategic Partnership

Leadership in Automation and Information

Solutions

Solution Provider

Automation and Controls Expertise

Solution Platform

Real-time Performance Management Software

Products

Technology Provider

Data Historian and Context Experts

Product Platform

Market leaders joining together to provide winning solutions


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Plant wide Data Storage Solution

SQLHISTORIAN

Time Series vs. Relational Data Storage

Time Series Database

Use to store process data over a period

of time

Pressure, temperature, etc.

Stores events with value and timestamp

Optimized data storage and archive

capability to store only what’s required

Retrieve large some of data efficiently

that may span weeks/months/years

10

Relational Database

Use to store process and production data as records and

relationships: Products, recipes, units, machines, orders, order lines, batches, etc.

Add Context To Time Series Data (UPM) Moving away from a flat data structure to an organizational structure

Link time series data to assets

Event Framing Store events like: Batches (full S88 model), shifts, material flow, alarm

and events


After Compression

After Exception

(Dead banding)

Raw Data

Data Source(DCS, PLC, etc.)

Historian Server

Interface node

Time-Series Optimized Data Store

11

You can typically expect a database reduction in size from 1/5 to 1/10

compared to uncompressed SQL database


Historian Interfaces

Interfaces

Connectivity to RA and 3rd party devices on the plant floor

250+ standard interfaces available

Interfaces allow historical data storage in a standard process

Key features

Buffering

Exception testing

Tag definition

Security per tag basis

12


Simple Deployment and Configuration Saves Time and Money

Premier Integration to FactoryTalk

Pre configured: Data sources, databases, systems

Auto Discovery / Auto Configuration

Standardization of code and data structures can get systems up and running quicker

Configuration Rules

Can make deployment repeatable

When a similar skid, system, line is deployed the data collection can be configured by repeating the previous configuration.


Calculation Engine and Analytics

Internal calculation engine

Performance equations

Totalizers

ACE – Advanced Computing Engine

Real-time SPC alarming on server

Including SQC client to display SQC

charts

16


Reduce Total Cost of Ownership

FactoryTalk Historian Site Edition (SE):

Customers only pay for device based points

Customers do NOT pay for derived points such as equations and statistical totalizers

This method has two major advantages:

Optimized Historian has between 3-5 times as many derived points as device points

Easier to estimate the total cost of a system

17


FactoryTalk Historian Machine EditionExtend the data collection down to the machine level

More granular data

Data at higher speeds

Single machine historian

Reduce network dependency

Improve reliability

Solid-state data collection

No computer / OS to maintain

No moving parts

Remote data capture

Collect data from hard to service area (i.e. remote pump

stations)

Distributed / modular configuration

Configure one machine at a time.


Where traditional data

collection is done

through interfaces and

data servers

Data Transfer –

transfers archive

data directly from

the ME module to

Plant Historian

FactoryTalk Historian Machine Edition Architecture

19


FactoryTalk Historian Machine Edition High Speed Data Collection

Backplane connectivity

10 millisecond scan rates

2500 events / second

High Speed Data collection utilizes controller trend object

Very deterministic data collection

Very fast

20


Typical areas to protect:

• Software updates

• Power outages

• Network outages

• Hardware failures

Potential Point of Failures

21


Reliability is critical!

22

If the machine is powered, and controlled by PLC

than data is getting collected


LORAM Stays on Track With Real-Time and Historical Mobile Data Collection and Reporting

•Remote data reduced downtime costs by $35,000 per day• Increased on-machine data storage from 30 days to 137 days


Cost of Ownership

Installation typically takes hours

Configuration could take hours to days

Updates/edits require access to physical PCs

24

Design, installation & deployment are typically large part of the

Cost of Ownership equation


Embedded application

Easy to configure

No OS / patches, etc., to maintain

Automatic data roll-ups

Built-in Web UI

Historian ME – Low Cost of Ownership

25


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


FactoryTalk VantagePointValue Summary

Increased productivity & asset optimization through real time visibility to all of your

plant floor systems.

Connect to existing plant floor devices and systems to access data without

the need to modify or change anything. Data stays in it’s source!

Organize data logically in a central model for ad hoc analysis and advanced reporting.

Easily build role based reports and dashboards ensuring that key decision makers have

access to the data they need anytime from the shop floor to their mobile phone!


FactoryTalk VantagePoint EMILet’s start with connectivity!

CONNECT• Premier Integration with

Rockwell Data Sources

• 3rd Party Historians, 3rd Party

Systems via OPC / OPC DA

• Database Connectivity (Oracle

and SQL)

ORGANIZE• Organize the data in a way that

makes the most sense for your users

• Combine multiple data sources into

one logical unit

• Reuse model content for increased

productivity

VISUALIZE• Ad Hoc / Self Service Tools: Excel,

Trend, XY Plotter

• Enterprise Reporting Tools: SQL

Server Reporting Services and

Sharepoint Web Parts

• Mobile: Mobile First Design Model

Browser and Display Creation


Exclusive Logix Integration

Auto discover known structures and browse for tags using Live Data

Premier Integration with FactoryTalk products

Historian SE and ME for monitoring

process parameters

Metrics for machine performance

and downtime events

View SE for embedded Reporting

and Advanced Trending

Asset Centre for advanced reporting

EnergyMetrix for reporting and Energy Intensity

ProductionCentre (MES) For Enterprise Reporting

3rd Party Plant Systems Connectivity (Real-time, Historian, Databases)

FactoryTalk VantagePoint EMIWhat Data Can I Connect To?


Automatic correlation of Live Data and Historian tags

Historian and Live Data tags are linked if they reference the same data point in the controller

Makes reporting completely transparent to the underlying data source – you only need to know the Live Data tag (logical) for a

data value

Cross correlation when using distributed historian solution

When tags are historized in multiple historians, the system can find the best source of information needed for a report / trend

Optimized Performance – Server Side Data Aggregation

Data aggregation is now performed at the server (e.g. Summary roll up by hour)

Significantly reduces the calculation loads on the VantagePoint EMI Server

Allows for processing of aggregations at the best performing server

Optimize Performance FactoryTalk Live Data – Historian Connector


Create Trend templates for re-use or ad-hoc trends to analyze impromptu situations

Publish trends for sharing / collaborating with others

Diagnose and analyze data from any connected data source

Powerful trend functionality –Pan, zoom, stack and synchronize

Display multiple time period at the same time to determine batch variations

Advanced TrendingReporting that empowers action


Retrieve

Data From Any

Source

Calculate,

Analyze

and Format

Publish to the

VantagePoint

Portal

Create powerful Excel reports leveraging the VantagePointExcel Add-In

Retrieve data from any connected data source (Real-time or Historical values)

Calculate, analyze and format data using Excel functionality

Publish reports for sharing / collaborating with others

Restore Excel workbook from the VantagePoint model to the same or different PC for editing

Single version of the truth

Excel - The Most Common Reporting Tool Shared Reports Save Valuable Time


Reporting Services Power to create a wide range of

enterprise reports from dashboards to tabular data

Query the VantagePoint model (UPM) and create reports using Reporting Services (SSRS) or other Business Intelligence tools

Author and publish reports to the VantagePoint EMI Portal

Leverage the VantagePoint model and create Report templates for re-use

Advanced ReportingInformation access across the enterprise


An Event/Notification is comprised

of a Trigger and Actions

Triggers can be:

Any tags with a historical data

provider*

Time/Schedule

Actions can be:

Generating one or more

published reports

Sending emails, also with

attached reports

Sending SMS to a mobile

phone email address*Live data sources are not supported, use FT A&E!

Eventing/NotificationReceive Notifications for Increased Efficiencies


Visually represent your data as a gauge,

bar graph or indicator

Collaborate by sending an e-mail with

instructions and attaching a KPI

Drill down to more specific detail

Pin them to the Start page on your

Windows device using Live Tiles to

provide instant feedback

See a map view of your KPI’s based on

geographic location

Available for download from

the Microsoft Store today

FactoryTalk VantagePoint KPI

A native Windows 8.1 application

KPIs (Key Performance Indicators)

to focus your attention


VantagePoint MobileProviding Information When and Where you Need It

MOBILE LANDING PAGEResponsive User Interface

Support for all major mobile platforms (iOS, Android)

MOBILE MODEL BROWSERMobile Favorites – personalized, available on any device

Ad Hoc dashboard or trend creation

MOBILE CONTENTExcel Reports, Advanced Reports

Trend, XY Plot charts, Database Grid

New Composer – Drag and Drop Dashboard Creation

MOBILE FIRST DESIGNOptimized for your browsing experience


VantagePoint ComposerCreate Displays Quickly and Easily

Create new displays on a tablet or

PC device

Drag and drop canvas for display

Creation

Library of widgets (gauges,

indicators, trends, text, data grid,

linear gauge)

Save displays as favorites

Simplified single click functionality for

display creation from mobile phones

39


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Data Access (OLEDB, JDBC)

OLE DB Provider, JDBC

Allows for rich functionality in interfacing 3rd party systems

to FT Historian

OLE DB can make the Historian “look” like a Relational

Database

Allows customers to develop applications on top of

Historian

But still “leave” the data where it is

No need for transferring data to other databases

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Data Access (OPC)

OPC DA/HDA

Allows for standard connectivity from

the Historian for both real-time data

(DA) and historical data (HDA)

Connects with 100s of OPC clients

Certified with OPC Compliance

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Data Access (Web Services & SDK)

Web Services

Services Oriented Architecture (SOA)

Integration with non-Windows based applications

Integration with ERP and BI tools

SDK

Available for partners to build advanced applications – visualization, calculation engines, etc.

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Historian ArchitecturesSimple

Data Source

Controller Tags

HMI Tags

Collection

On Historian Server through Interface on the same node

Storage

On Historian Server

Display

HMIController

HMIHistorian

Server


Historian ArchitecturesMildly Simple

Data Source

Controller Tags

HMI Tags

Collection

On Interface Node

Storage

On Historian Server

Display

HMI TrendXControllers

HMI

Historian

ServerInterface

node

HMI

Server

Interface Node

• Offloads collection

• Store-n-forward

• Deadbanding done here

• Can consolidate Data Collection

for HMI too


Historian ArchitecturesRedundancy Option

Data Source

Controller Tags

HMI Tags

Collection

On Redundant Interface Nodes

Storage

On Historian Server

Display

HMIs

Now with HMI ServerController

HMI

Redundancy

• All the capabilities of an

Interface Node

• Now with failover to

protect data collection

Historian

ServerInterface

nodes

HMI

Server


Historian ArchitecturesHigh Availability Option

Data Source

Controller Tags

HMI Tags

Collection

On Redundant Interface Nodes

Storage

On Historian Server

Display

HMI TrendX

Controllers

HMI

High Availability

• Multiple Historian servers

available for clients -

collective

• Now with failover protection

for reporting

Historian

ServersInterface

nodes

HMI

Servers


Historian ArchitecturesEmbedded Historian

Data Source

Controller Tags

Collection

On a ControlLogix® module over a backplane

Storage

On FactoryTalk Historian Machine Edition & forward to FactoryTalk Historian Site Edition for persistent storage

Display

FactoryTalk VantagePoint EMI

VantagePoint

Server

Historian EE

Server

HistME

Historian ME

• Store & Forward

to a Plant

Historian


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


FactoryTalk Historian Machine EditionMay 2015 Release

Expanded Data Collection Capabilities

• Off Chassis Data Collection

• Support for Control Logix and Compact Logix

New System Health Monitoring

• Four new fault bits added to add on profile (AOP)

• Updated status displays on Home page

Security Hardening

• Default SSL configuration

• Self signed certificate generation


Off Chassis Data Collection! Easily extend your data collection off the chassis

56

Collect data from up to 10

devices (2500 max points)

5 local max

5 remote max

Ethernet only

Support for ControlLogix

v13 and Higher

Support for CompactLogix

5370 family


AOP UpdatesProactively manage your system health!

57

Four new fault bits:

Safemode

Bad Tags

NTP

Historian Services

New bad points display

on home screen

Support for Online Edits


Security ImprovementsEnsuring access to your configuration is secure!

SSL used for default

configuration

Self signed certificate

provided for simple

configuration

Just import into your

browser and your done!


Website UpdatesEnhanced information and configuration experience

59

Create and

manage controller

shortcuts

Visual indicator

(red) when

collection rate

goes above 2500

events per second 1200


Platform Support

60

FTSP SR5 and newer

Logix

Data Collection v13 to v26

AOP v16 to v26

OS Support

Client tools on Windows 7 & 8.1

Internet Explorer – version 8 through 11 in compatibility view mode


How to get the updates!

Product Download and Compatibility Matrix

http://www.rockwellautomation.com/global/support/pcdc.page

Control Flash Update

Client Tools

http://www.rockwellautomation.com/global/support/pcdc.page


Related Sessions

IN09 – Historian Architectures and Design Considerations

IN10 - HistorianME Basic Configuration

IN11 – Historian Basic Lab on Data Collection and Reporting

IN12 – Historian SE Advanced Lab

in08 - introduction to factorytalk historian: overview strategies for collecting and analyzing data

Technology

data store

process data

production data

raw data data source

time series data upm

rockwell automation

flat data structure

high speed data reliable