Rockwell Automation 1756-HIST2G User Manual

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Warran ty

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.

Allen-Bradley, ControlLogix, eProcedure, FactoryTalk, Rockwell Automation, Rockwell Software, RSLinx, RSView, and the Rockwell Software logo, are registered trademarks of Rockwell Automation, Inc.

The following logos and products are trademarks of Rockwell Automation, Inc.:

RSBizWare, the RSBizWare logo, RSBizWare Batch, FactoryTalk Batch, RSBizWare BatchCampaign, RSBizWare BatchHistorian, FactoryTalk Historian Classic for Batch, RSBizWare Historian, FactoryTalk Historian Classic, RSBizWare MaterialTrack, FactoryTalk Batch Material Manager, and RSLoop Optimizer.

Any Rockwell software or hardware not mentioned here are also trademarks, registered or otherwise, of Rockwell Automation Technologies, Inc.

ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, Windows XP, and Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

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

This 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.

Contents

1 • Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Distributed FactoryTalk Historian Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

FactoryTalk and ControlLogix Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

FactoryTalk Services Platform and FactoryTalk Product Suite . . . . . . . . . . . . . . . 6

ControlLogix System Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Hardware Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Where to Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Additional Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

FactoryTalk Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Knowledgebase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Worldwide Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

TechConnect Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Consulting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Training Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2 • Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

IE Internet Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

IE 7 Hot Fix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

IE 8 Compatibility Mode Internet Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

FactoryTalk Historian SE Patch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Client Tools Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Hardware Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Client Computer Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

ControlLogix Chassis Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Setting up Your ControlLogix Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Installing FactoryTalk Historian ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

FactoryTalk Historian ME Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Installing FactoryTalk Historian ME Client Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Installing FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Installing FactoryTalk Historian Management. . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Installing FactoryTalk Historian ME Rule Editor . . . . . . . . . . . . . . . . . . . . . . . . 28

Installing FactoryTalk Historian ME RSLogix 5000 AOP . . . . . . . . . . . . . . . . . 28

iii

FACTORYTALK HISTORIAN ME USER GUIDE

Installing FactoryTalk View SE Patch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

FactoryTalk Historian ME EDS Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Logging In to FactoryTalk Historian ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Logging Out of FactoryTalk Historian ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

3 • Viewing Module Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Module Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

System Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Point Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Module Identity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Module Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Security Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Client Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

System Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

System Statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Network Manager Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Snapshot and Archive Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Archive File Statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

4 • Viewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Viewing Current Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Defining Search Criteria. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Viewing Archive Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Selecting Archive Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Viewing Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Displaying the Trend Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Changing the Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Filtering Search Results Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Sorting Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Refreshing a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Auto Refreshing a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Start and End Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

5 • Managing Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

CONTENTS

Using the Add Points Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Discovering Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Creating Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Reviewing Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Using the Tag Browser to Create Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Folders Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Contents Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Selected Tags Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Creating Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Manually Creating and Editing Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Defining Point Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Configuring Scan Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Configuring Trigger Input and Output Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Input Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Output Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Point Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Trigger Point Configuration Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Working with Scan Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Creating a Scan Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Editing a Scan Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Removing a Scan Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

6 • Collecting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Collecting Data Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Viewing Data Collection Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Starting and Stopping Data Collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Storing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Archive Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Archive Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Event Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Log Threshold Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Archive Disk Threshold Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Archive Usage Threshold Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Exception Filtering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Compression Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

7 • Transferring Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Transferring Data Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Connecting to a FactoryTalk Historian SE or PI Server . . . . . . . . . . . . . . . . . . 111

Uploading Historical Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

FACTORYTALK HISTORIAN ME USER GUIDE

Connecting to a New FactoryTalk Historian SE or PI Server . . . . . . . . . . . . . . 112

Failing to Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Processing Tag Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Monitoring Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Shutting Down the Data Transfer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Configuring Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Prerequisite Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Establishing a FactoryTalk Historian SE or PI Server Connection . . . . . . . . . . 114

Setting Data Transfer Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Maximum Events per Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Enable Auto Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Viewing Data Transfer Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Archive File Time Span for ME-to-SE or PI Server Data Transfer. . . . . . . . . . 119

Selecting Points to Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Adding Points to Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Manually Transferring Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Removing Points from Data Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

8 • Administering the Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Setting User Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Factory Talk Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Native Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Modifying Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Removing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Managing Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Managing Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Clock Drifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Current Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Battery Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Time Synchronization Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Verifying Time Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Setting the Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Working with System Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Configuring the Module Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Configuring Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Uploading Files to the Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Check the Format of an Uploaded File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Viewing an Uploaded File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Deleting an Uploaded File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

CONTENTS

Backing Up and Restoring Module Configuration Files . . . . . . . . . . . . . . . . . . . . . . 140

Displaying Backup Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Downloading Files to a Client Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Uploading a Backup File to the Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Restoring the Module from a Backup File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Restoring the Module Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Using the System Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Sorting the System Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Defining a System Log View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Repairing Archives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Restoring Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Retaining Backup Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Resetting the Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Resetting the Security Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Resetting the Web Diagnostics Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Shutting Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Restarting the Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Rebooting the Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

9 • Managing Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Security Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

FactoryTalk Security Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Configuring Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Protocol Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Security Modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Using FactoryTalk Directory Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Selecting Certificate Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Managing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Changing User Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Resetting Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Resetting Default Admin Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Understanding User Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Managing Security Trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Default Trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Client Application Trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Creating a Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Editing a Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Deleting a Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Creating a Trust Connection with FactoryTalk Historian SE or PI Server . . . . 173

10• Using Web Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

vii

FACTORYTALK HISTORIAN ME USER GUIDE

Web Diagnostics Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Hardware Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

CPU, RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

NAND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Controller Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

ControlBus Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

EtherNet/IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Display LED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Time Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Firmware Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Historian Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

CIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Data Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Web Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Web Diagnostics Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Startup Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Admin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Hosts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Restart Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Core Dump Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

PI Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Download Logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Change Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

viii

A • FactoryTalk Historian ME Rule Editor . . . . . . . . . . . . . . . . . . . 211

Rule Editor Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

File Management Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Current Rule File Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Rule Table Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Defining Rule Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Defining Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Creating Tag Attribute Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

B • Data Transfer Sample Scenario . . . . . . . . . . . . . . . . . . . . . . . . 227

Configuring Data Transfer Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

CONTENTS

Initiating Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Using FactoryTalk Historian DataLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Defining the Server Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Using Excel as an Add-In: Example Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . 231

C • FactoryTalk Directory Integration . . . . . . . . . . . . . . . . . . . . . . . 239

Integration Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Registering the Module in FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Creating the Server Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Creating a FactoryTalk Historian ME Connection. . . . . . . . . . . . . . . . . . . . . . . 241

Creating a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Using FactoryTalk Historian DataLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Using DataLink as an Add-In: Sample Scenario . . . . . . . . . . . . . . . . . . . . . . . . 247

Inserting Trends with the Trend Add-In Wizard . . . . . . . . . . . . . . . . . . . . . . . . 251

D • RSLogix 5000 Add-on Profile . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Using AOP: Sample Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Setting Up an Ethernet Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Configuring the Module in RSLogix 5000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Starting and Stopping Data Collection: Ladder Logic Control Example . . . . . . 266

Using the AOP Module Properties Configuration Tab . . . . . . . . . . . . . . . . . . . . . . . 268

E • Hardware Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

F • Design Considerations and Limitations. . . . . . . . . . . . . . . . . . 273

Point Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Point Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Add Points Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Point Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Data Collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Scan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

High Speed Trend Pace Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Data Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Data Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Data Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Time Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Backup and Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

System Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

FACTORYTALK HISTORIAN ME USER GUIDE

Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

ControlLogix Chassis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Logix Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

CompactFlash Firmware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

View Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

FactoryTalk Product Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

FactoryTalk Historian SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

G• Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

General Guidelines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Providing Issue Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Rebooting the Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Working in Safe Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Hardware Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Web Client Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Data Collection Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Data Storage Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Data Transfer Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Data Export Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Auto Recovery Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Time Management Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Client Computer Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Point Server Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Related FactoryTalk Product Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

FactoryTalk Historian DataLink. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

FactoryTalk Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

FactoryTalk Historian ME Web Interface

Overview

The FactoryTalk® Historian Machine Edition (ME) Module is a fully embedded historian in a ControlLogix

ControlLogix chassis to utilize backplane communications and collect data from multiple controllers. It collects data at very high speeds, runs calculations and statistics on the data inside its storage archive, utilizing exception and compression filtering to significantly reduce the data archive space. System and data information are viewed through the FactoryTalk Historian ME web interface and all standard FactoryTalk Historian web clients.

module that can be inserted into a Rockwell

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

To provide an overview of your FactoryTalk Historian ME, this chapter provides the following sections:

 “Features”

 “Benefits”

 “Distributed FactoryTalk Historian Architecture”

 “FactoryTalk and ControlLogix Integration”

 “Hardware Specifications”

 “Where to Start”

 “Additional Information”

 “FactoryTalk Licensing”

 “Technical Support”

 “Consulting Services”

 “Training Programs”

Features

Key advantages of FactoryTalk Historian ME include:

 Easy, automated installation and configuration and a rich, interactive browser

experience.

As an embedded historian in a ControlLogix chassis connected to the backplane, FactoryTalk Historian ME is easily installed and configured. It communicates at very high speeds with the controllers in its backplane, reducing implementation time from hours, days, or months to minutes. It quickly auto-detects ControlLogix controllers and configures all relevant tags to be historized. The web interface provides easy configuration, administration, and reporting.

 High speed Data Collection rates that are ten times (or more) faster than

traditional historian collection rates.

FactoryTalk Historian ME is not limited by network bandwidth. It leverages backplane communication to increase the speed of Data Collection and, with down to a 10 millisecond scan rate, the unit provides more granular data than is possible on a traditional, network-connected plant historian.

 Reliable and robust hardened, embedded appliance with a low total cost of

ownership. Only a client computer is needed to install and configure your FactoryTalk Historian ME.

FactoryTalk Historian ME records data safely and accurately with solid-state data capture. It has no moving parts and requires no operating system or computer maintenance. It is not subject to downtime due to network outage or the need to perform maintenance on any subsequent firmware updates. It can be pre-qualified from an OEM in a Factory Acceptance Test (FAT), thereby significantly reducing overall validation efforts for end users.

 Scalable Data Collection from machine through enterprise

FactoryTalk Historian ME is modular. It is rack-ready to stand alone or can easily be rolled up and configured into a plant-wide historian for full resolution Data Collection and transfer. It can capture data from up to four controllers in the local backplane.

Benefits

FactoryTalk Historian ME provides these benefits:

1 • OVERVIEW

 Reduces time-to-market by monitoring and analyzing operational and product

quality in accord with specifications and operations and product constraints.

 Helps reduce time to execute grade or product changes by:

 Assisting with product waste reduction, recycling, and blending.

 Increasing effective equipment capacity and positively impacting materials

cost management.

 Improving product development as it collects and evaluates data related to

new operation actions, materials, equipment, equipment capabilities, and procedures.

 Identifying operational or production bottlenecks and improving operating

efficiency to avoid unnecessary capital spending.

 Increases compliance as it:

 Facilitates, validates, and documents performance within regulatory or

permitted boundaries.

 Increases management effectivity.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Reduces validation by including OEM delivery and testing.

 Enhances performance by:

 Monitoring or calculatings effective equipment usage and performance.

 Detecting degradation of performance and initiating alerts or requests for

operations and maintenance actions.

 Providing real-time, time-stamped operational and production data.

 Maximizes delivery, quality, and continuous process improvement by:

 Documenting actual versus model production and identifying deviations.

 Analyzing for new process and operational boundaries when throughput,

material, or equipment changes occur.

Distributed FactoryTalk Historian Architecture

Data or process historians are software applications that log data from process equipment, manufacturing devices, and other main data sources that are important and relevant for the overall manufacturing process and for product quality. The FactoryTalk Historian collects time series data, which is very different from traditional relational data and event data. The FactoryTalk Historian collects data points at given intervals whether or not the data points are changing. This allows customers to see how these data points are trending, and allows them to look at correlations of data points.

Because the FactoryTalk Historian continuously collects data, it allows customers to review past data and view what occurred at a specific past point(s) in time. This means that if a specific event such as a downtime event, a bad batch, or an alarm occurs, an operator can look at any process variable in the FactoryTalk Historian for the same time frame as the event, and search for correlations that might explain the event. This allows the user to improve production and operational processes, eliminating the anomaly in the future.

The FactoryTalk Historian distributed architecture is multi-tiered. It redefines available options for manufacturers who want to maximize their ability to collect and analyze process data. It introduces a scalable, modular, synchronized methodology for collecting, maintaining, and analyzing process data at each level of manufacturing operations - machine or line, plant and enterprise (multi-plant). Specifically, FactoryTalk Historian ME:

1 • OVERVIEW

Enterprise Edition (future)

Machine Edition

Site Edition

 Provides an engine of unmatched performance and scalability, tightly integrated

with the FactoryTalk Services Platform to provide data accuracy and availability across the Rockwell Automation

 Introduces a historian appliance that offers scalable connectivity to Rockwell

Integrated Architecture.

Automation controllers.

 Offers Rockwell customers a feature-rich set of commercially proven, industry-

focused applications that are widely regarded as the de-facto standard for plant and enterprise historian capabilities.

The following diagram depicts the three levels of the FactoryTalk Historian distributed architecture.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

FactoryTalk and ControlLogix Integration

FactoryTalk Historian ME works with the FactoryTalk product suite and Rockwell ControlLogix devices. The ControlLogix hardware and software provide easy and secure access to resources (data, status, and configuration) within the ControlLogix devices.

FactoryTalk Services Platform and FactoryTalk Product Suite

You must install the FactoryTalk Services Platform V2.10.02, Coordinated Product Release 9 (CPR 9) Service Release 2 (SR2) first, on any computer where you plan to run FactoryTalk Historian ME. Currently, FactoryTalk Historian ME supports these services:

 FactoryTalk Directory

 FactoryTalk Security

 FactoryTalk Administration Console

 FactoryTalk Web Services

If you are using FactoryTalk Services Platform CPR 9 SR1 (or earlier), you must upgrade to SR2 by installing the FactoryTalk Services Platform CPR 9 SR2 provided on the FactoryTalk Historian ME Client Tools CD that was shipped with your module. If you are upgrading a client computer to FactoryTalk Services Platform version 2.10.02 CPR 9 SR 2, you may also need to upgrade the computer hosting the

1 • OVERVIEW

FactoryTalk Network Directory Server to FactoryTalk Services Platform version

2.10.02.

For additional information on upgrading a previous version of the FactoryTalk Network Directory Server, see the Rockwell Automation Knowledgebase at http://www.rockwellautomation.com/resources/support.html.

The FactoryTalk Services PlatformV2.10.02 CPR 9 SR2 includes services and applications listed in the following table.

FactoryTalk Services Platform V2.10.02 CPR 9 SP2

FactoryTalk Administration Console

V2.10.02.24

FactoryTalk Alarms and Events

V2.20.00

FactoryTalk Diagnostics

V2.10.02.24

FactoryTalk Directory FactoryTalk Security

V2.10.02.24

Provides a way to configure connections to other FactoryTalk applications such as FactoryTalk Security. It also allows FactoryTalk Historian ME and FactoryTalk Historian SE to use FactoryTalk View SE for data monitoring and trending.

Allows multiple FactoryTalk products to produce a common, consistent view of alarms and events that occur in a FactoryTalk system.

Allows FactoryTalk-enabled products to define, route, and store information about errors or changes that occur in a FactoryTalk system.

Centralizes access to resources and components for all FactoryTalk products participating in a control system.

FactoryTalk Historian ME supports Network Directory, not Local Directory. Network Directory manages applications that can consist of multiple clients and servers on separate computers connected over a network, such as FactoryTalk Historian ME’s network applications. You must set up all participating computers to point at the same Network Directory computer.

FactoryTalk Security centralizes user authentication and authorization for FactoryTalk-enabled system. These security services are fully integrated into the FactoryTalk Directory.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

FactoryTalk Services Platform V2.10.02 CPR 9 SP2

FactoryTalk Live Data

V2.10.02.24

FactoryTalk Web Services

V2.10.02

Allows FactoryTalk services-enabled products to discover, connect, and share real-time data in a secure, scalable manner.

Provides the ability for thin clients to connect to Web-based Rockwell Automation software products through a Web browser. Before installing FactoryTalk Web Services, install Microsoft Internet Information Services (IIS). The steps for installing IIS may be slightly different depending on your operating system.

The FactoryTalk product suite includes the products listed in the following table.

FactoryTalk Product Suite

FactoryTalk Activation

FactoryTalk Historian SE

V2.1

Software-based product activation. To access the Rockwell Software Activation website, go to http:// www.licensing.rockwellsoftware.com

Provides Data Transfer service for data logged by FactoryTalk Historian ME for long-term storage and analysis.

Before using FactoryTalk Historian SE, you must install the FactoryTalk Historian SE patch for FactoryTalk Historian SE Server.

FactoryTalk View SE

V5.0 and above

Provides a Trending Object for you to trend FactoryTalk Historian ME data or FactoryTalk Historian SE data acquired using FactoryTalk Historian ME.

FactoryTalk Historian ME can be integrated with FactoryTalk View SE Trending.

See “Installing FactoryTalk View SE Patch” for required patch information.

FactoryTalk Product Suite

1 • OVERVIEW

FactoryTalk VantagePoint

FactoryTalk

and

VantagePoint EMI

V3.1 and above

FactoryTalk Historian DataLink

V3.1 and above

FactoryTalk Historian ProcessBook

V3.0 and above

FactoryTalk Historian Batch View

V3.1 and above

FactoryTalk Historian SQC Add-in

V3.0 and above

Allows you to view process data from FactoryTalk Historian ME in VantagePoint Excel® reports, dashboards, and portals. Integrates the FactoryTalk Historian ME data into the VantagePoint model, allowing you to correlate the data with various other data sources.

Provides a Microsoft® Excel add-in component that allows you to develop Excel reports based on the data in FactoryTalk Historian ME.

Provides an ad-hoc data analysis capability in FactoryTalk Historian ME that allows you to visualize the data in trends and other graphical components.

Adds advanced batch trending and batch comparison capabilities to FactoryTalk Historian ProcessBook and FactoryTalk Historian DataLink, providing the ability to visualize the batches and events collected in the FactoryTalk Historian batch database.

This is a FactoryTalk Historian ProcessBook and a FactoryTalk Historian DataLink add-in component.

Allows users to visualize historic data in Statistical Quality Chart (SQC) ProcessBook displays.

This is a FactoryTalk Historian ProcessBook add-in component.

For help with the FactoryTalk product suite, select Programs > Rockwell Software > FactoryTalk Tools, and then click FactoryTalk Help from the Windows

Start menu.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

ControlLogix System Communications

A ControlLogix system consists of anything from your FactoryTalk Historian ME and a stand-alone controller in a single chassis to more complex configurations that include Ethernet/IP communication modules. The ControlLogix system in a chassis uses connections to establish communication links between devices such as a Logix5000 controller-to-local communication modules such as an EN2T or ENBT module. RSLogix™ 5000 programming software and RSLinx Classic™ software are used to facilitate communication and connections in the ControlLogix system.

ControlLogix System Communication Applications

RSLogix 5000 Without AOP:

V13 - V18

With AOP: V16 - V18

RSLinx Classic V2.55 A communications software that provides

Hardware Specifications

Refer to the “Hardware Specifications” appendix for a summary of hardware specifications.

A programming software for Logix5000 controllers.

The FactoryTalk Historian ME Add On Profile (AOP) is a RSLogix 5000 module profile that allows FactoryTalk Historian ME users to perform operations such as tag monitoring, module shutdown, and module restart without using the FactoryTalk Historian ME web interface.

Refer to the “RSLogix 5000 Add-on Profile” appendix for information about using AOP.

an easy way to upload and download Ladder logic files from Logix5000 controllers.

RSLogix 5000 uses RSLinx Classic to browse your controller.

Where to Start

This User’s Guide should be used as a companion to the online help in the FactoryTalk Historian ME web interface. It is not necessary to read it from front to back in sequential order. The following table provides a quick reference for tasks you may want to perform.

If You Want To Go to This Chapter

1 • OVERVIEW

 Read about factors that may influence

the design of your FactoryTalk Historian ME environment.

 Configure the module for the first time.

 Configure time management.

 Set up security.

 Set up users.

 Use the system log.

 Backup or restore module configura-

tion files.

 Upload configuration or other files.

 Fix archives.

 Manage administrative or user pass-

words.

 Set up trust connections.

 Create, edit or delete a trust connec-

tion.

 Configure security with FactoryTalk

Directory and FactoryTalk Security.

 View, create, or edit points.

 Define point attributes.

 Configure scan classes.

 Work with exception filtering or com-

pression.

“Design Considerations and Limitations”

“Administering the Module”

“Managing Security”

“FactoryTalk Directory Integration”

“Managing Points”

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

If You Want To Go to This Chapter

 Stop or start Data Collection.

 View the status of Data Collection.

 Configure disk or log thresholds.

 Work with Compression or Exception

“Collecting Data”

Filtering

 Configure Data Transfer.

 Stop or start Data Transfer.

 Transfer data to a FactoryTalk Histo-

“Transferring Data”

rian SE.

 View a model Data Transfer scenario. “Data Transfer Sample Scenario”

 View current or archive data.

 Create trends in the web interface.

 Export data to a spreadsheet.

 View performance information about

your module.

 View statistics about your module data.

 Get diagnostic information about your

“Viewing Data”

“Viewing Module Information”

“Using Web Diagnostics”

module.

 Find guidance to resolve simple issues. “Troubleshooting”

“Using Web Diagnostics”

 Read introductory information about

your module.

 Find related technical publications.

 Get training information.

 Contact Technical Support.

“Overview”

If You Want To Go to This Chapter

1 • OVERVIEW

 Learn about software, hardware, or

system requirements.

 Work with the Client Tools CD.

 Use your module for the first time.

 Log In to your module.

 Log Out of your module.

 Use the Rule Editor.

 Create rule files.

 Create tag attribute files.

 Use the Add-on Profile (AOP).

 Start or stop your module without

using the web interface controls.

 Restore module default settings with-

out using the web interface controls.

 Reset module security without using

the web interface controls.

 View a module hardware summary.

 Check proper operating temperatures

for your module.

 View environmental certifications for

your module.

“Getting Started”

“FactoryTalk Historian ME Rule Editor”

“RSLogix 5000 Add-on Profile”

“Hardware Specifications”

Additional Information

Click Browse FactoryTalk Historian ME User Documents on the FactoryTalk Historian Client Tools CD that is shipped with

FactoryTalk Historian ME user documentation. In addition to this User’s Guide,

which explains how to configure your features, the

 FactoryTalk Historian ME Quick Start Guide (1756-QS106A-EN-P) - describes

how to quickly install and configure FactoryTalk Historian ME so that users can start collecting and viewing data without having to configure all features.

FactoryTalk Historian ME documentation set includes the following:

FactoryTalk Historian ME to access

FactoryTalk Historian ME and use its various

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

The quick start guide is also provided as a printed manual.

 FactoryTalk Historian ME Installation Instructions (1756-IN106A-EN-P) -

explains how to install testing and certification information.

The installation information is provided as a printed manual.

 FactoryTalk Historian ME Online Help - describes FactoryTalk Historian ME

web interface in detail. Access the help files by clicking the About... links in the left-side navigation bar of the individual web interface pages and by clicking the main Help link located in the upper right-hand corner of the web interface.

 FactoryTalk Historian ME Release Notes - contains the latest information about

your FactoryTalk Historian ME including new features and a list of known issues.

FactoryTalk Licensing

FactoryTalk Historian ME limits the clients that can access it to the following Rockwell Automation clients:

 FactoryTalk VantagePoint and FactoryTalk VantagePoint EMI

FactoryTalk Historian ME. It also includes environmental

 FactoryTalk Historian DataLink

 FactoryTalk Historian ProcessBook

 FactoryTalk View SE Trending

 FactoryTalk Administration Console

 PI System Management Tools (SMT)

 PI SMT Tag Configurator

In addition, you must purchase a point license for FactoryTalk Historian ME-toFactoryTalk Historian SE Data Transfer. Data Transfer works with the Data Storage and Data Collection services to transfer historical data to a FactoryTalk Historian SE server. The point license determines the number of points that can be transferred to FactoryTalk Historian SE. For each FactoryTalk Historian ME, the licensed limit is 2500 points.

Technical Support

Please visit Rockwell Automation Customer Support Center at http:// support.rockwellautomation.com/ for access to user forums, sample code, software

and firmware updates, product manuals, and other downloads.

Knowledgebase

The Customer Support Center offers an extensive online knowledgebase that includes frequently asked questions (FAQs) and the latest patches. Please visit http:// www.rockwellautomation.com/resources/support.html and select the Knowledgebase link located under Tools & Resources to:

 View technical and application notes.

 Obtain software patches and firmware updates.

 Subscribe to product and service e-mail notifications.

 Ask questions.

Worldwide Support

If you are not located in North America and want to contact Rockwell Automation Support use the Worldwide Locator at http://www.rockwellautomation.com/ locations/ for worldwide contact information.

1 • OVERVIEW

TechConnect Support

With TechConnect Support, your site has unlimited, real-time access to Rockwell Automation's global network of Customer Support Centers and technical resources. TechConnect service levels are provided at http://www.rockwellautomation.com/ services/onlinephone/techconnect/

When you call you should be at your computer and be prepared to give the following information:

 Product version number.

 Type of hardware you are using.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

FactoryTalk Historian ME has two product numbers. The 1G or 2G in the part number indicates how much data storage is associated with the module.

Product Catalog Number Description

1756-HIST1G FactoryTalk Historian ME 1GB module

1756-HIST2G FactoryTalk Historian ME 2GB module

 Exact wording of any messages that appeared on your screen.

 Descriptions of:

 What happened and what you were doing when the problem occurred.

 How you tried to solve the problem.

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.

Training Programs

Rockwell Automation offers a wide range of training programs that include elearning, regularly scheduled and custom-tailored classes, self-paced training, and certificate programs.

If you would like more information about training, visit the Rockwell Automation Training site at http://www.rockwellautomation.com/services/training/ or call

1.440.646.3434.

Getting Started

Before installing FactoryTalk Historian Machine Edition (ME), determine your platform requirements and configuration environment. The information in this chapter offers some guidelines as you begin planning.

 “System Requirements”

 “Software Requirements”

 “Hardware Specifications”

 “Setting up Your ControlLogix Environment”

 “Installing FactoryTalk Historian ME”

 “FactoryTalk Historian ME Web Interface”

 “Installing FactoryTalk Historian ME Client Tools”

 “Logging In to FactoryTalk Historian ME”

 “Logging Out of FactoryTalk Historian ME”

System Requirements

The hardware and software required with FactoryTalk Historian ME depends on the demands an application places on the system. A simple stand-alone architecture is shown below.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

The greater the demand, the more powerful a system must be to support this demand. For large or complex applications, use computers with faster CPUs and more RAM. In addition to this, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM.

Software Requirements

Software requirements include:

 Windows Vista® SP1, Windows XP SP2 or SP3, or Windows Server® 2003 SP2

Windows Vista is only supported for the FactoryTalk Historian ME web interface and FactoryTalk VantagePoint. It is not supported for FactoryTalk Historian DataLink or FactoryTalk ProcessBook.

 Microsoft Excel 2003 for FactoryTalk Historian DataLink

 Microsoft Internet Explorer® (IE) 6, 7, or 8 (in Compatibility Mode)

IE 6 P

ATCHES

For IE 6, the requirements may include installation of the patch KB974455 (10/12/

09) http://support.microsoft.com/kb/974455.

 Windows XP SP2

If the \windows\system32\mshtml.dll file has a version that is less than or equal to

6.0.2900.2180 or a date that is before or equal to 08/03/2004, apply patch KB974455. After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of 6.0.2900.3627 and a date of 09/24/2009.

 Windows XP SP3

If the \windows\system32\mshtml.dll file has a version that is less than

6.0.2900.5512 or a date that is before 04/14/2008, apply the patch KB974455. After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of 6.0.2900.5880 and a date 09/24/2009.

 Windows Server 2003 SP2

The minimum supported version is 6.0.3790.3959. If the IE 6.0 version is less than the minimum supported version, apply the patch KB974455 SP2.

2 • GETTING STARTED

IE Internet Options

The location of your Internet options settings vary according to which operating system you are using. However, in general, you should:

 Disable any popup blockers to view online help.

 Select the Local Intranet icon (generally located under Security settings), and

click [Sites] to use the default setting, Automatically detect internet network.

Use the default Security level for this zone. In general, the settings should remain at the default level and should not be changed. Use the medium-low default setting.

 Enable the following settings:

 Binary and script behaviors

 Run ActiveX® controls and plug-ins

 Script ActiveX controls marked safe for scripting

 Initialize and script ActiveX controls not marked as safe for scripting

IE 7 Hot Fix

If you are using IE 7.0 and want to export to Excel, you must install Microsoft’s IE 7 hot fix 929863 (http://support.microsoft.com/kb/929863.) This fix addresses an Excel file export issue on the Current Data and System Log pages the FactoryTalk Historian ME web interface. Installing the hot fix adds these registry values:

 [HKEY_CLASSES_ROOT\.doc] “PerceivedType”=”document  [HKEY_CLASSES_ROOT\.dot] “PerceivedType”=”document  [HKEY_CLASSES_ROOT\.xls] “PerceivedType”=”document  [HKEY_CLASSES_ROOT\.xlt] “PerceivedType”=”document  [HKEY_CLASSES_ROOT\.ppt] “PerceivedType”=”document  [HKEY_CLASSES_ROOT\.pot] “PerceivedType”=”document

You must manually add the [HKEY_CLASSES_ROOT\.csv] “PerceivedType”=”document” registry value for the .csv document type.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

IE 8 Compatibility Mode Internet Option

If you are using Internet Explorer 8 in compatibility mode, you must enable the security setting for Include local directory path when uploading files to a server.

FactoryTalk Historian SE Patch

FactoryTalk Historian ME can be integrated with FactoryTalk Historian SE 2.1 after you have installed the FactoryTalk Historian SE patch. The FactoryTalk Historian SE patch must be installed on the FactoryTalk Historian SE that will be used with FactoryTalk Historian ME. You can download the FactoryTalk Historian SE patch from the Rockwell Knowledgebase at http://support.rockwellautomation.com. Click the Search Answers tab and search for Answer ID 63530.

Once the patch is installed, the FactoryTalk Activation licenses that support the FactoryTalk Historian ME-to-FactoryTalk Historian SE (FTMS) point source can be configured for the FactoryTalk Historian SE server within the FactoryTalk Administration Console. The FactoryTalk Historian SE patch enables the FTMS point source support. A license is a prerequisite for FactoryTalk Historian ME-toFactoryTalk Historian SE Data Transfer.

In addition, the patch will allow FactoryTalk Historian ME to work with FactoryTalk Historian SE collecting, storing, analyzing, and visualizing data using reporting tools such as time-series trends, bar charts, pie charts, pareto, and tabular trends.

Client Tools Software

The FactoryTalk Historian ME Client Tools CD shipped with your module includes:

 FactoryTalk Services Platform

V2.10.02 CPR 9 SR2 is supported.

 FactoryTalk Historian Management

If you install the FactoryTalk Historian Management (Admin Console) on a remote client computer that has no previously installed Admin Console, you must make a Windows Registry entry to be able to use a Universal Naming Convention (UNC) path as the current directory. Manually add the key [HKEY_CURRENT_USER\Software\Microsoft\Command Processor\DisableUNCCheck REG_DWORD] and set the value to 0x1 (Hex).

 FactoryTalk Historian ME Rule Editor

 FactoryTalk Historian ME RSLogix 5000 Module Profile

This installs the Add-On Profile (AOP) for your module.

 Getting Started Videos

These videos provide instruction in how to install, configure and use the various FactoryTalk Historian ME components. You must have Adobe Flash Player installed on your system in order to view these videos.

 RSLogix 5000 Clock Update Tool

This tool is located in the \Redist folder on the Client Tools CD.

 RSLinx Classic

This tool is located in the \Redist folder on the Client Tools CD.

 FactoryTalk Historian ME User Documentation and Release Notes

Hardware Requirements

This section lists client computer and 1756 ControlLogix chassis requirements.

Client Computer Requirements

Client computer requirements include:

2 • GETTING STARTED

 Recommended

 Intel Celeron

 3GHz or higher

 1GB of RAM or more

 Minimum

 Intel Pentium III

 600MHz

 512MB RAM

 Mouse or compatible pointing device

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

ControlLogix Chassis Requirements

The ControlLogix chassis is part of a modular system that you can create with FactoryTalk Historian ME, an Ethernet/IP communication module(s), and controller module(s). Chassis are available with 4, 7, 10, 13, and 17 slots. You can place the FactoryTalk Historian ME module into any slot. Slot 0 is the first slot and is always the left-most slot in the rack (the first slot to the right of the power supply.)

The FactoryTalk Historian ME module communicates with the control processor(s) in controller module(s) through the ControlLogix backplane (also known as the ControlBus). The backplane is an electrical interface, or bus, to which modules connect when inserted into the rack. The backplane provides a high-speed communication path between modules and distributes power to each of the modules within the chassis. Controller modules on the backplane can send data to and receive data from the module.

Chassis requirements include:

 1756 ControlLogix Chassis (1756-AXX) and proper chassis power supply for

your environment

 RSLogix 5000 software and RSLinx Classic communications software

 An Ethernet/IP communication bridge module (1756-ENBT, 1756-EN2T, 1756-

EN2TR, or 1756-EWEB, depending on your environment)

 ControlLogix 55xx (1756-Lxx) controllers, version 13 or higher

 A 1GB or 2GB FactoryTalk Historian ME module

FactoryTalk Historian ME does not support multiple modules collecting data from a single controller.

PGRADING AND REINSTALLING THE FIRMWARE

To upgrade the FactoryTalk Historian ME firmware (or reinstall it in case it becomes corrupted), you must use the ControlFlash Firmware upgrade kit.

Any kind of firmware upgrade or reinstall will clear out all logs. A firmware upgrade will

preserve archived data and application configuration information, but a reinstall will clear

out all application configuration information and archived data. If you want to save your

settings, download and back up your configuration and logs.

Before you upgrade ensure that:

 Data Collection and Data Transfer are stopped.

2 • GETTING STARTED

Firmware version

 All clients (including web clients) are logged out and disconnected.

 Log files are packaged and downloaded from the Download Logs page of the

Web Diagnostics interface.

See “Download Logs” for more information about web diagnostics.

 You collect the following information for the upgrade process:

 The catalog number of FactoryTalk Historian ME (1756-HIST1G or 1756-

HIST2G, depending on the size of the CompactFlash drive.)

 The network configuration information.

 The network path to FactoryTalk Historian ME.

 The firmware version number. Click the About link on the on FactoryTalk

Historian ME’s home page to access the version number.

 Instructions on how to perform the upgrade, located in the ControlFLASH

Firmware Upgrade Kit Quick Start Guide, Publication Number 1756-

QS105C-EN-E.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Setting up Your ControlLogix Environment

Perform the following steps to set up your ControlLogix environment before installing FactoryTalk Historian ME:

1. Set up the ControlLogix chassis.

2. Insert the ControlLogix controller(s) into the chassis.

3. Power on the system.

4. Configure the ControlLogix device(s).

See your ControlLogix Chassis and ControlLogix Controller documentation for more detailed information.

Installing FactoryTalk Historian ME

To install FactoryTalk Historian ME, unpack it and insert it into the chassis.

See your FactoryTalk Historian ME Installation Instructions for more hardware

information.

FactoryTalk Historian ME Web Interface

FactoryTalk Historian ME receives data from the ControlLogix Data Collection interface and stores it locally in the module. The module’s data and system information can be viewed and managed through the FactoryTalk Historian ME web interface. The web interface supports multiple layers of firmware applications that are designed to collect data and provide system and module status and statistics.

FactoryTalk Historian ME web interface can be accessed through a web browser after the installation of the module.

See “Logging In to FactoryTalk Historian ME” for login instructions.

2 • GETTING STARTED

Installing FactoryTalk Historian ME Client Tools

After you have selected the platform that best suits your needs and have installed FactoryTalk Historian ME into the chassis, you will then determine the configuration environment for the FactoryTalk Historian ME client tools. The client tools can be found on

the CD that was shipped with FactoryTalk Historian ME.

If you plan to use FactoryTalk Historian ME Client Tools, such as the FactoryTalk Historian ME Rule Editor, FactoryTalk Directory, and/or FactoryTalk Security, then these tools must be installed before you continue. If you do not plan to use FactoryTalk Historian Client Tools, then skip to “Logging In to FactoryTalk Historian ME”.

Insert the CD into your computer’s CD drive. If autoplay is turned on, the FactoryTalk Historian ME installation screen will automatically launch and display the FactoryTalk Historian ME installation options. If the screen does not automatically launch, click Start > Run and type D:\setup, where D is the letter of your CD drive.

To access the FactoryTalk Historian ME Client Tools, click Install ME Client Tools from the main menu. This takes you to the Installation menu. The FactoryTalk Historian ME Client Tools installation screen allows you to perform the following tasks:

 “Installing FactoryTalk Services Platform”

 “Installing FactoryTalk Historian Management”

 “Installing FactoryTalk Historian ME Rule Editor”

 “Installing FactoryTalk Historian ME RSLogix 5000 AOP”

A patch for FactoryTalk View SE and electronic data sheet (EDS) files are also available on the Client Tools CD. However you should always check the Rockwell Technical Support

Knowledgebase to ensure that you have the latest patches.

See the “Installing FactoryTalk View SE Patch” and “FactoryTalk Historian ME EDS Files” sections for information.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

In addition to the tools and patches, the FactoryTalk Historian ME release notes and user documentation are available on the CD.

Installing FactoryTalk Services Platform

This option installs FactoryTalk Services Platform CPR 9 SR2. The FactoryTalk Services Platform is an underlying architecture and set of common services that Rockwell Automation products build upon. It must be installed on the computer that hosts the FactoryTalk Directory server. It is also required if you plan to use FactoryTalk Security. However, it is optional if you plan to use the FactoryTalk Historian ME Native security mode.

Refer to the FactoryTalk Services Platform online help for detailed information about the

FactoryTalk Services Platform.

The following components and services are installed as part of the platform:

 FactoryTalk Directory organizes project information from multiple FactoryTalk

products across multiple computers on a network. It allows products to share a

2 • GETTING STARTED

common address book, which finds and provides access to plant-floor resources, such as data tags and graphic displays. Only Network Directory is supported.

 FactoryTalk Security can be used to secure your FactoryTalk network after

installing FactoryTalk Services Platform.

It is important to select the Custom option to install the FactoryTalk Services Platform Web Services component. Internet Information Services (IIS) must be installed and configured before you install FactoryTalk Services Platform. This must be installed on the computer that hosts the FactoryTalk Directory server and

on the secondary server configured for FactoryTalk Historian ME

If you are using FactoryTalk Security in your environment, see the “Managing Security” chapter for information on setting up FactoryTalk Security.

Installing FactoryTalk Historian Management

The Management option installs the FactoryTalk Administration Console add-on patch. It provides a method of configuring, managing, and securing applications. To install the patch, click “Install FactoryTalk Historian Management” on the Client Tools CD. An installation wizard will lead you through the setup procedure.

To access the console, go to Programs > Rockwell Software > FactoryTalk Administration Console. Initially, you will be prompted to select a FactoryTalk

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Select the FactoryTalk Network Directory

Directory. Select the Network radio button; FactoryTalk Historian ME supports a Network Directory, not Local Directory.

See the FactoryTalk Help at Programs > Rockwell Software > FactoryTalk Tools >

FactoryTalk Help for information about using the FactoryTalk Administration Console.

Installing FactoryTalk Historian ME Rule Editor

The Rule Editor allows you to create and edit user-defined rules for the point discovery process. The selections you make in the dialog box are automatically written to this file. The data points matching these rules are found and added to the FactoryTalk Historian server. You can upload the rule file to FactoryTalk Historian

ME using the FactoryTalk Historian ME Upload Manager feature.

If you are using the Rule Editor, see the “FactoryTalk Historian ME Rule Editor” appendix

for more information.

Installing FactoryTalk Historian ME RSLogix 5000 AOP

FactoryTalk Historian ME can be configured to communicate with a ControlLogix controller through the Add-on Profile (AOP) add-on in RSLogix 5000 software.

If you are using AOP, see the “RSLogix 5000 Add-on Profile” appendix for more

information.

2 • GETTING STARTED

Installing FactoryTalk View SE Patch

FactoryTalk Historian ME can be integrated with FactoryTalk View SE V5.0 and above. FactoryTalk View SE provides a trend object for FactoryTalk Historian ME users to see visual representations of data. To enable trending of Factory Talk Historian ME points in FactoryTalk View SE, both the FactoryTalk View SE patch and the FactoryTalk Historian Management add-on patch must be applied to your

FactoryTalk Historian ME system.

See the “Installing FactoryTalk Historian Management” section for more add-on patch information.

The FactoryTalk View SE patches are available from the Rockwell Automation Knowledgebase at http://support.rockwellautomation.com. Click the Search Answers tab for:

 FactoryTalk View SE V5.0 - Answer ID 65614

 FactoryTalk View SE V5.1 - Answer ID 65613

FactoryTalk Historian ME EDS Files

Electronic Data Sheet (EDS) files are simple text files used by network configuration tools to help you identify products and easily commission them on a network. The FactoryTalk Historian ME EDS files are located on the Client Tools CD under the

Redist/EDS directory.

Avoid configuring FactoryTalk Historian ME as an Ethernet driver in RSLinx Classic. The

module can be recognized the virtual backplane of the RSWho tree pane.

Logging In to FactoryTalk Historian ME

Access FactoryTalk Historian ME through your Microsoft Internet Explorer (IE) browser.

If a large number of tags is being transferred from the Controller to the module when the

module is going through an initial bootup, please wait about five to ten minutes before

trying to access the web interface.

1. Open your IE browser.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

2. Enter the IP address of FactoryTalk Historian ME in the Address field. The IP address scrolls across the LED display on the front panel of FactoryTalk Historian ME.

Note that the default network configuration type is DHCP. If a DHCP server is not available, then an IP address will not be displayed. You will either need to configure a DHCP server or use the AOP to set the IP address. For more information about the AOP, see Appendix D, “RSLogix 5000 Add-on Profile” on page 257.

2 • GETTING STARTED

Change the blank default piadmin user password immediately

Home appears in the top main navigation bar of the web interface

3. Click [Go] to the right of the Address field, or click [Enter]. This opens the login page.

4. Enter the default user name piadmin and leave the password field blank.

The first time you log in, the default user name is piadmin and the password is blank (no password). After logging in, it is highly recommended that you change

the password for the default piadmin user.

See the “Managing Security” chapter for more information about user and group security.

5. Click [Login].

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Click Logout before closing your browser and after every session

Logging Out of FactoryTalk Historian ME

To log out of the FactoryTalk Historian ME web interface, click Logout (in the upper right corner of the web interface) before closing your web browser.

If you close your browser without logging out, a cookie will retain the session for twenty minutes, and another user may access FactoryTalk Historian ME without logging into the module.

To prevent unauthorized access, Rockwell suggests that every user log out after every session to prevent unauthorized users from accessing the module without logging into the module.

Viewing Module Information

The following sections provide information that will assist you in monitoring performance and diagnosing common issues.

 “System Status”

 “Status”

 “Module Identity”

 “System Utilization”

 “System Statistics”

System Status

The System Status information displays when you log in to FactoryTalk Historian ME. It is located on the bottom, left-hand corner of every page and provides the following system status information. It refreshes automatically every 30 seconds.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

System status features include:

 CPU usage - percentage of the module’s CPU that is being used..

The CPU usage percent listed under the System Status section on the left-hand side may display a different percent than what is listed under CPU and Processes in the main window because the CPU usage listed under System Status is updated periodically while the CPU usage listed in the main window is static. It does not change once the page is loaded.

 Memory usage - percentage of the module’s system memory that is being used.

 Collection rate - current collection rate from the Data Collection service in events

per minute.

 Transfer rate - current transfer rate from the Data Transfer service in events per

minute.

 Archive rate - current archiving rate from the Archive subsystem through the

server variant table in events per minute.

 Archive usage - percentage of used archive files remaining on FactoryTalk

Historian ME. It is calculated based on the type of data being collected and the rate of Data Collection.

 Archive capacity - the number of days/hours/minutes (dd:hh:mm) until the

storage space on FactoryTalk Historian ME is used. This calculation is based on the module’s Data Collection and Data Transfer rates.

Status

The Status page displays when you log into the FactoryTalk Historian ME web interface. When working in the FactoryTalk Historian ME web interface, you can reaccess this page by going to Home and clicking Status in the left-side navigation bar.

The status information displayed on this page is static. Click the Refresh button on your browser toolbar to show current status information.

3 • VIEWING MODULE INFORMATION

FactoryTalk Historian ME Module in slot 2

Controller in slot 1

Module Information

This section displays the module name, the current firmware version, current time for the module, and the total time the module has been running.

System Status

This section displays the current status of the Point Server, Data Collection Service, and the Data Transfer Service.

 Point Server - FactoryTalk Historian ME server that manages the archives and

provides access to historical data. The status may be Running or Error.

 Data Collection Service - FactoryTalk Historian ME Data Collection subsystem.

The status may be Running, Stopped, or Error.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Data Transfer Service - FactoryTalk Historian ME Data Transfer subsystem. The

status may be Running, Stopped, or Error.

System Utilization

This section displays the current CPU usage, memory information and storage information along with a graphical representation of this information. The red portion indicates a critical stage for each component.

Point Statistics

This section displays the total points in the module and how many are actively receiving data. This information is also represented by a pie chart.

The pie chart rounds the percentage to the nearest whole percent. For instance, if there are 1000 total points in the system and 995 active points, the pie chart will still display 100%, but if there are 994 active points, the pie chart will display 99% and 1%.

Module Identity

Under Home on the main navigation, click Module Identity in the left-hand navigation to display the module identity information.

Module Information

This section displays the same information found on the Status page, as well as the slot number where the module resides and its serial number.

For information on changing these settings, see “Working with System Settings” in the “Administering the Module” chapter. For additional module hardware information, see the FactoryTalk Historian ME Installation Instructions.

3 • VIEWING MODULE INFORMATION

This section displays:

 Name - FactoryTalk Historian ME name. To change your module name, click

Advanced in the top navigation bar, then click System Settings.

See “Configuring the Module Name” for details about the module name and information about the impact of changing the module name.

 Firmware Version - current firmware version.

 Current Time - current time for the module. Click Advanced in the top navigation

bar, then click Time Management to configure time settings.

 Up Time - total time past since the module was started.

 Module Slot Location - slot location of the module in the ControlLogix chassis.

 Serial Number - module serial number. This number cannot be changed.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Network Settings

This section displays the current network settings for FactoryTalk Historian ME.

For information on changing these settings, see “Working with System Settings”.

This section displays:

 MAC Address - unique Media Access Control (MAC) address of the module.

This number cannot be changed.

 IP Address - Internet Protocol (IP) address of the module. Click Advanced in the

top navigation bar, then click System Settings to configure network settings.

 IP Configuration - Dynamic Host Configuration Protocol (DHCP) or static IP

address will display. DHCP is the default configuration. Click Advanced in the top navigation bar, then click System Settings to configure network settings.

 Link Status - indicates the module’s front Ethernet port is connected successfully.

Security Configuration

This section displays the current security settings for FactoryTalk Historian ME.

For information on changing these settings, see “Managing Security”.

3 • VIEWING MODULE INFORMATION

This section displays:

 Security Mode - FactoryTalk (FT) Security mode or FactoryTalk Historian ME

Native mode.

 Browser Protocol - HTTP or secure HTTP (HTTPs).

Client Connections

This section displays the current number of clients connected to FactoryTalk Historian ME. Up to 5 clients may be connected simultaneously.

Supported client applications include:

Supported Client Applications

FactoryTalk VantagePoint

FactoryTalk View SE Trending

FactoryTalk VantagePoint EMI

FactoryTalk Historian DataLink FactoryTalk Administration Console

FactoryTalk Historian ProcessBook PI System Management Tools (SMT)

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

System Utilization

Under Home on the main navigation, click System Utilization in the left navigation bar to display the System Utilization information.

 CPU and Processes - displays the current percent of the CPU in use and the

processes currently running.

The CPU usage percent listed in the System Status section may display a different percent than the percentage listed in the CPU and Processes section in the main window. This is because the CPU usage listed in the System Status section is updated periodically while the CPU Usage information displayed in the main window is static. It does not change once the page is loaded.

 RAM - displays the memory usage of the module.

 Ethernet Statistics - displays the total amount of data sent and received by the

module through the network.

 Storage (NAND) - displays the total storage space used and available on the

installed flash drive. This section also displays the total number of archive files and how many are free as well as the archive file size.

System Statistics

Under Home on the main navigation, click System Statistics in the left navigation bar to display the System Statistics information. This information is important when troubleshooting any issues with your module. Three radio buttons appear at the top of

the table: Network Manager, Snapshot and Archive, and Archive Files.

3 • VIEWING MODULE INFORMATION

Section Purpose

“Network Manager Statistics” Displays a network management system

statistics.

“Snapshot and Archive Statistics” Displays a snapshot of the archived system

statistics.

“Archive File Statistics” Displays archived system statistics.

Below the table, the Auto Refresh feature is available. To set the table to auto refresh, enter a refresh interval (in sections) in the Auto Refresh box below the table. Setting

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

the Auto Refresh value to 0 or not entering a value in the box disables the Auto Refresh feature.

When using the auto refresh feature, follow these guidelines:

 Try to limit the amount of time auto refresh is being used. It is not recommended

to keep a page running in auto refresh mode when you are not using it.

 Display the minimum amount of data necessary. This will reduce the amount of

memory being used.

 Do not choose a refresh rate that is more frequent than necessary. The faster the

auto refresh rate, the more memory will be used.

 Closing the browser or switching the browser to another page will release the

memory that was used.

3 • VIEWING MODULE INFORMATION

Network Manager Statistics

The Network Manager view retrieves a snapshot of the current Network Manager connection statistics.

If a row does not contain a value for a particular column, then there is no information available for that column heading for that particular connection.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

The Network Manager table contains the following fields:

Field Description

ID Connection ID. This is the primary key.

Path Root directory on the server. This directory is the

Name Connection name.

ID Process ID number.

Reg App Name Registered application name.

Reg App Type Registered application type.

Protocol Version Protocol version of connecting application.

same for all connections.

Peer Name

Peer Address

Peer Port

ConType

Net Type Type of network.

ConStatus Status of connection.

ConTime Time of connection.

Last Call Time of last call.

Elapsed Time Amount of time passed.

Bytes Sent Number of bytes sent.

Bytes Recv Number of bytes received.

Msg Sent Number of messages sent.

Msg Recv Number of messages received.

Errors Recv Number of errors received.

Errors Sent Number of errors sent.

API Count Number of APIs.

Host name of connecting machine.

IP Address of connecting machine.

Port number of connecting machine.

Connection type.

3 • VIEWING MODULE INFORMATION

Field Description

SDK Count Number of SDKs.

Server ID Identification number for the server.

NetMgr Version Network manager version number.

OS Sys Name Operating system name.

OS Node Name Operating system node name.

OS Release Operating system release number.

OS Version Operating system version number.

Machine System name.

User User name.

OS User Operating system user name.

Trust Name of the trust connection.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Snapshot and Archive Statistics

The Snapshot and Archive view allows a user to monitor the current FactoryTalk Historian ME snapshot and archive statistics.

The Snapshot and Archive table contains the following fields:

Field Description

Type Snapshot or archive file type.

Counter Performance counter.

Value Current snapshot and/or archive value.

Change Value change between updates.

3 • VIEWING MODULE INFORMATION

Archive File Statistics

FactoryTalk Historian ME stores your data in archives, which are files that hold

FactoryTalk Historian ME data. Archive files are fixed which means that they are

always the same size, regardless of how much data they contain.

The archive receiving current data is called the primary archive. When the primary archive becomes full, an archive shift occurs and the next available archive becomes the new primary archive. When the primary archive is being backed up, you cannot modify that archive or the Point database.

Each archive file contains events for a time period specified by the archive start time and end time. The archive files on each

FactoryTalk Historian ME server should cover

all time ranges, without overlapping time ranges or gaps in time. A list of archive

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

files stored on FactoryTalk Historian ME are displayed by default when you select the Archive Files option.

The Archive Files table contains the following fields:

Field Description

Archive File File archive name, which includes the full path.

Status Archive status displays one of the following:

Size (MB) Archive file size in megabytes.

Start Time Time that data was first written to the archive file.

End Time The time that data was last written to the archive file.

Lifetime The archive file age in days, hours, minutes, and

 Primary - the archive file that is currently receiving

data.

 Has Data - indicates the archive file contains data and

is full.

 Empty - indicates the archive has no data.

seconds.

Last Modified Time

Backup Time

The last time and date the archive file was modified.

The last time and date the archive file was backed up. Never indicates that the file has never been backed up.

State

The state of the file:

 Created

 Initialized

 Dismounted

 Mounted

Type Indicates the type of file, which is always Fixed size.

Write Flag Specifies if a file is writable or read-only.

Shift Flag Specifies if a file is shiftable or not shiftable.

Add Rate/Hour The rate at which files are added to the archive per hour.

% Full The percentage of the archive that is being used.

3 • VIEWING MODULE INFORMATION

Field Description

Annotations The size in bytes of the annotation file associated with

the archive file.

Annotation File Size The size in megabytes of the annotation file associated

with the archive file.

Shift Prediction The target archive or the predicted shift time.

Primary Offset The number that indicates the number of primary

archive records in use.

Overflow Offset The number that indicates the number of overflow

records in use.

Record Size The record size for each archive record.

Version The version of the archive header.

# The archive number used by FactoryTalk Historian ME.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Viewing Data

This chapter contains the following sections:

 “Viewing Current Data”

 “Viewing Archive Data”

 “Viewing Trends”

 “Changing the Views”

Viewing Current Data

To view data that is currently being collected by FactoryTalk Historian ME, click on View Data, and then click Current Data in the left-side navigation.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Defining Search Criteria

Search criteria entered the Current Data, Archive Data, and Trends pages persists across all three pages. To generate a Current Data, Archive Data, or Trends view, define your search criteria and enter it in the fields at the top of the page, then click [Search]. This information tells FactoryTalk Historian ME what data you are interested in viewing.

Note that for all fields, the asterisk (“*”) is a wildcard value. You can use it:

 To represent a contiguous series of characters in any search field (such as, *xxx*,

*xxx, or xxx*).

 In any of the search fields to return data that meets all conditions for that field.

 In all fields to return ALL points in the system.

1. Enter the point name criteria such as the full name, partial name or wildcard value for the data you would like to search. “*” is the default.

2. Enter the point source for the current data. The point source is the base attribute that identifies the interface or other scanning software responsible for providing data for the associated point. Common point sources depend upon your environment. They include:

 FTME - the default point source for FactoryTalk Historian ME

 T - the Totalizer utility subsystem.

 C - the Performance Equation subsystem.

3. Enter the point type. Point types include:

 Int16 - a 16-bit integer value.

 Int32 - a 32-bit integer value.

 Float16 - a 16-bit floating point value.

 Float 32 - a 32-bit floating point value.

 Float64 - a 64-bit floating point value.

 String - a string value.

 Digital - a digital value.

 Timestamp - a timestamp value.

4 • VIEWING DATA

4. Select a scan rate from the drop-down menu. The scan rate is the rate (in seconds) at which the data is collected.

5. Select On, Off, or “*” from the Archiving drop-down menu to display points with a specific archive bit setting.

 On - returns points where the archive is set to On.

 Off - returns points where the archive is set to Off.

 Asterisk (“*”) - returns points that meet either condition (On or Off) and meet

the other search conditions.

6. Select On, Off, or “*” from the Scan drop-down menu to search for points with a specific scan bit setting.

 On - returns points where the scan bit is set to On.

 Off - returns points where the scan bit is set to Off.

 Asterisk (“*”) - returns points that meet either condition (On or Off) and meet

the other search conditions.

7. Click [Search] to initiate the tag search.

The search populates the Points table with the following information for each data point:

 Select column checkbox - to create a specific list of points to view, check the box

in the Select column for a specific tag or set of tags, then mark the Selected Rows radio button.

 Name - name of the data point.

 Value - most recently returned value of the data point.

 Timestamp - time that the last value was returned for the specified data point.

 Type - data type for the listed point. If the point is a Boolean or String type, no

checkbox will display in the Select column.

For information on sorting and viewing information in the table grid, see “Changing the Views”.

Clicking [Reset] clears any points that you previously checked in the Select column.

For information about filtering search results, see “Filtering Search Results Data”.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Exporting Data

Exporting data will export all points that have been returned after you’ve executed a search. The export process creates a CSV (comma-separated values) document that can be opened by Microsoft Excel. If you have selected a few rows to be displayed and click [Export], all row data will be exported. If you want to export a subset of rows, enter more specific search criteria. To export data:

1. Click [Export].

2. In the dialog that appears, select a location for your data on your client computer.

3. Either accept the default name or enter a file name of your choice. The file is named points.csv by default. If you change the file name, .csv must be the file extension.

4. Accept the default values for the following fields and click [Save].

 Save as type: The default type is HTML File.

 Language: The default language is Unicode.

5. Click [Save].

If you are using IE 7.0 and want to export to Excel, you must install hot fix 929863 (http://support.microsoft.com/kb/929863.) This fix addresses an Excel file export issue on the Current Data page. You must manually add the [HKEY_CLASSES_ROOT\.csv] “PerceivedType”=”document” registry value for the .csv document type.”

The FactoryTalk Historian DataLink Excel Reporting Tool provides a Historian Add-In for Microsoft Excel. If you export more than 65,535 rows of FactoryTalk Historian ME events to FactoryTalk Historian DataLink using the Compressed Data (Start Time/ End Time) configuration page, Excel generates an ”r;Output exceeds dimension” message.

Viewing Archive Data

To view archived data in FactoryTalk Historian ME, click on View Data, and then click Archive Data in the left-side navigation. This page displays a list of tags and the latest value collected for each point. By highlighting each point, you can enter a time period and view archive data that was collected for that period. Archive data collected for a point may only be viewed for one point at a time.

4 • VIEWING DATA

Search criteria entered in the Current Data, Archive Data, and Trends pages persists across all three pages. In the search fields, enter the search criteria, and then click [Search].

See “Defining Search Criteria” for information.

Selecting Archive Data Points

Select points for the archived data:

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

1. Highlight the point by positioning the blue highlight bar over the selected point. You can only view archive data for one highlighted section at a time.

2. Enter a start time and end time.

See the section “Start and End Times” for more details about setting the start and end times.

3. Click [View] to display archived data for the specified time range.

The Archive Data table will display the values collected for the highlighted tag during the specified time period.

For information on sorting and viewing information in the table grid, see “Changing the Views”.

Exporting Data

After you have generated a table of the data for the archived point, you can export that data to a comma-separated values (CSV) document readable by Microsoft Excel. You can only export data for one point at a time. To do so:

1. Select the point you want to export and click [Export].

2. In the dialog that appears, choose the location on the client computer where you want to save your data.

3. Either accept the file default name or enter a name of your choice. The default file name is the name of the point whose data is being exported, with _ArchiveInfo.csv appended to the end. If you change the file name, you must retain .csv as the file extension.

4. Accept the default values for the following fields and click [Save].

 Save as type: The default type is HTML File.

 Language: The default language is Unicode.

5. The point data is exported to the location of your choice.

Viewing Trends

FactoryTalk Historian ME Trends page allows you to select multiple tags and draw a trend chart to view data. Each trend chart provides a visual representation of the data collected over a specified time period. To view trend charts, click on View Data, and then click Trends in the left-side navigation panel.

4 • VIEWING DATA

Search criteria entered in the Current Data, Archive Data, and Trends pages persists across all three pages. In the search fields, enter the search criteria, and then click [Search].

See “Defining Search Criteria” for information.

Displaying the Trend Chart

The trend chart displays trends for selected points using colored variants to distinguish between the different points. You will not be able to select the point for viewing in the trend chart until data has been collected for the new point. Numbers on the X axis at the bottom of the chart represent the point timestamps. Numbers on the Y axis at the left of the chart represent the point values.

The table below the trend chart displays the name, value and timestamp for each point in real-time as the chart is refreshed. Select points to view from the Points table, set a time range (optional), select an Auto Refresh rate (optional), check the Show Points and/or Show Vertical Bar checkboxes (optional), and click the green arrow to draw the trend chart. Use the right-hand scrollbar to view information for more than two points.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

UTO REFRESH

Click the green arrow to generate a trend chart for selected points in the table. Timestamps on the Y axis change as time passes and the chart refreshes. Click the red box to stop Auto Refresh. Auto Refresh must be disabled before you use the Zoom, Show Points, or Show Vertical Bar features.

See the section “Start and End Times” for more details about setting the start and end times.

4 • VIEWING DATA

HOW POINTS

Check the Show Points checkbox to display discrete data points in the trend chart. Each point will be represented in the chart as a bubble. You must disable Auto

Refresh (by clicking the red square) before you can enable the Show Points feature.

If you want to draw a trend chart that consists of high speed points, avoid checking the Show Points checkbox due to the large number of points that will be displayed.

HOW VERTICAL BAR

Check the Show Vertical Bar checkbox to display a vertical bar across all points on an X axis. At the bottom of the trend chart, timestamps will be adjusted when you click inside the trend chart and drag the vertical bar across the chart.

When Daylight Savings Time (DST) occurs, the timestamps displayed will automatically update to reflect the time change. If you adjust the start time to an earlier start time, the timestamps reflected will coincide with DST even if the DST transfer did not occur until later.

You must disable Auto Refresh (by clicking the red square) before you can enable the Show Vertical Bar feature.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Click and drag the mouse to zoom in on a specific point or set of points

The small window shows the chart in the total time range

MALL WINDOW

The small window next to the Trend Chart displays the chart in the total time period set by the time parameters.

OOM

To zoom in on a specific time span for a set of data, click and drag the mouse to draw a box and release the mouse. The highlighted area will display in the trend chart allowing you to view data in a specific time span more closely.

You must disable Auto Refresh (by clicking the red square) to zoom.

ESET

Click [Reset] to restore the small window next to the trend chart to its default view.

To remove a point from the chart, clear the checkbox next to its name in the list below the trend chart.

Changing the Views

4 • VIEWING DATA

The Current Data, Archive Data, and Trends view can be changed by filtering data, sorting columns, refreshing, and (for Current Data) auto refreshing.

Filtering Search Results Data

To filter search results, select either the All Rows or Selected Rows radio button. Your filter selection will persist as you view data on the Current Data, Archive Data, and Trends pages. If you select the Selected Rows radio button, the table will display all the rows you have selected in all your searches up to that point.

For example:

1. Run a search where the Point Name criteria is entered as *mon*. It returns one match (MonitorTag). Click the Select checkbox.

2. Run another search where the Point Name criteria is entered as *999. It returns one match (int32tag999). Click the Select checkbox.

3. Select the Selected Rows radio button. Both of the rows you selected in the searches ran in steps 1 and 2 are listed.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Click the Up-Down arrow to toggle the column sort

Click the Down arrow to display a list of columns

Uncheck a column name(s) to hide a column(s)

Choosing the Selected Rows radio button will continue to return the selected rows for each search until [Reset] is clicked. This will return the search parameter fields to their default values and clear all row selections that were made in previous searches.

Sorting Columns

You can sort any table column in the current, archive, or trends table. Simply click the up-down arrow in the column heading.

To reduce the load on the FactoryTalk Historian ME processor, sorting occurs on the client computer. If you are monitoring your CPU through the Windows Task Manager, you may see spikes in resource usage due to sorting.

Mouse over a column name to display the down arrow. Click the down arrow to display the table columns. Check the columns you want to display, and clear the check boxes for the columns you want to hide.

4 • VIEWING DATA

Refreshing a View

To refresh a view, click [Search] again.

Auto Refreshing a View

To set the table to auto refresh, enter a refresh interval (in sections) in the Auto Refresh box below the table. Setting the Auto Refresh value to 0 or not entering a value in the box disables the Auto Refresh feature.

When using the auto refresh feature, note the following:

 Try to limit the amount of time auto refresh is being used. It is not recommended

to keep a page running in auto refresh mode when you are not using it.

 Display the minimum amount of data necessary. This will reduce the amount of

memory being used.

 Do not choose a refresh rate that is more frequent than necessary. The faster the

auto refresh rate, the more memory will be used.

 Closing the browser or switching the browser to another page will release the

memory that was used. Before closing or switching the browser, you should stop Auto Refresh.

Start and End Times

The start and end times source is the client computer. The default start time is two minutes before the current time. The default end time is the current time. For example:

Syntax Definition

-60s Minus sixty seconds (the past sixty seconds)

+45m Plus forty-five minutes (the future forty-five minutes)

-5h Minus five hours (the past five hours)

-3d Minus three days (the past three days)

sun 00:00:00 (midnight) on the most recent Sunday

25 8: 08:00 on the 25th of the current month

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Syntax Definition

06-dec-08

3:00:00 p.m. on December 6, 2008

15:00:00

mon+14.5h 2:30:00 p.m. last Monday

t 00:00:00 (midnight) on the current date (today)

sat-1m 11:59:00 p.m. last Friday

Where:

Symbol Definition

* Current time

t Today hh:mm:ss

y Yesterday hh:mm:ss

dDay

Monday or mon Last Monday hh:mm:ss

hHour

m Minutes

s Seconds

+ Future time

- Past time

Managing Points

This chapter contains the following sections:

 “Using the Add Points Wizard”

 “Using the Tag Browser to Create Points”

 “Manually Creating and Editing Points”

 “Defining Point Attributes”

 “Configuring Scan Types”

 “Configuring Trigger Input and Output Points”

 “Working with Scan Classes”

Using the Add Points Wizard

To start the wizard, click Manage Points in the top navigation bar, then click the Add Points Wizard in the left navigation bar. The Add Points Wizard guides you through

the process of discovering and collecting tags in controllers, creating points, and then storing the data from the controller in FactoryTalk Historian ME. You can create a maximum of 2500 data points per FactoryTalk Historian ME.

Do not use the web interface or the FactoryTalk Historian SE System Management Tools (SMT) Tag Configurator to change the configuration or points when the module is collecting data or data interruption may result.

Never delete the FTHMEScanRateDefinition tag or other system-generated tags with names such as "bae9cf24-c8b3-46c0-ad5d-a64df2174ed9" and values such as "No data". The FTMEScanRateDefinition tag is a system-generated tag that contains scan class definitions. If it is deleted, all scan class definitions will be removed. Deleting other system-generated tags will cause the System Log to overflow with error messages.

Every time point configuration(s) are changed you should expect data interruption.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Click the arrow icon to view the rule file or the tag attribute file

Check a box to select controller tags to browse

Discovering Tags

In Step 1: Discover Tags, set the search parameters for discovery of tags. Parameters include the rule file, tag file, scan rate, and controller.

1. Select a Rule file (optional). ADDefault.xml is the default. You may select None.

A rule file is an XML file that determines which points will be discovered by the wizard. You can view a rule file by clicking the arrow icon to the right of the drop-down menu.

In addition to the default rule file, you can create and manage custom rule files using the Rule Editor. After a rule file is created, you can upload it to the module.

See “FactoryTalk Historian ME Rule Editor” for more information about using the Rule Editor.

If the rule file or tag attribute file you select is invalid, the [Show Tags] button is disabled. To enable it, you must select a valid rule file or tag file.

See “Uploading Files to the Module” for more information on uploading rule files to the module.

The search results are based on parameters included in the rule file. Because the search only applies to web client cached information, it is limited to the first 2000 tags from a single controller. Therefore, some controller tags may be filtered out of searches due to count limits. To resolve this search limitation and browse more than 2000 tags per controller:

5 • MANAGING POINTS

 Edit the default rule file and change the Item.Count LTE parameter value to a

number greater than 2000.

 Create a custom rule file with an Item.Count LTE parameter value that is

greater than 2000.

If you select None and do not apply rules, clicking [Show Tags] will generate a list of all points from Logix controllers.

2. Select a Tag file.

The Tag (also called tag attribute) file is an XML file that determines the properties (attributes) of the points to be created. FTHMETagDefault.xml is the default. You can view the tag properties files by clicking the icon to the right of the drop-down menu.

Tag attribute files are managed through the Rule Editor. Use the Rule Editor to create and edit tag attribute files that you can upload to the module.

See “FactoryTalk Historian ME Rule Editor” appendix for more information about using the Rule Editor.

See “Uploading Files to the Module” for more information on uploading tag attribute files to the module.

3. Set the scan rate.

The scan rate is the rate (in seconds) at which the data will be collected.

If you use multiple tag attribute files that contain a variety of scan rates, you must select default from the drop-down menu to retain the rates configured in the tag attribute files.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

When selecting a scan rate, it is important to be aware that points that have an invalid scan rate configured will not be created. The valid scan rates are as follows:

 Advised and Polled - equal to or greater than 0.5 seconds.

 High Speed - equal to or greater than 0.01 seconds and equal to or less than

0.5 seconds.

Any point that was not created is listed in the Review Results page with the reason it was not created.

See “Reviewing Results” for an image of the Review Results page.

4. Click the checkbox next to the name of the controller that you wish to use for a data search.

A list of all online controllers in the same chassis is displayed next to the Start Search In checkbox by default. FactoryTalk Historian ME supports Data Collection from a maximum of four controllers.

5. Click [Show Tags] to search for tags in the selected controllers.

6. An informational message will appear to indicate data is being retrieved from the controller.

5 • MANAGING POINTS

Creating Points

In Step 2: Create Points, the Add Points Wizard returns search results based on the criteria set in Step 1: Discover Tags. To search the results, enter search criteria:

 Name - the name of the tag in the controller. The default is “*”, which displays all

tags.

 Slot - slot location of the controller in the chassis. Tags from the controller

selected in the Start Search In field in Step 1: Discover Tags will display by default.

 Type - displays the controller data types. The default is “*”, which displays all

data types.

You can create a maximum of 2500 data points per FactoryTalk Historian ME. If you exceed 2500 data points, the Create button will automatically become deactivated. You can deselect points from the Select field to reduce the number of points. When the point count is less than 2501, the Create button will automatically become

reactivated.

Stop Data Collection before adding and creating points to ensure minimal impact on Logix controller memory.

For information on manually creating individual points, see “Manually Creating and Editing Points”.

The Search Results table contains the following information:

 Select - displays checkboxes that allow you to select or clear which tags to create.

 Name - the name of the tag found in the controller. The name is a combination of

the ControlLogix project name added as the prefix to the controller tag name.

 Type - displays the type of data that the controller tag stores.

 Rate - displays the current scan rate for each tag. To change the scan rate, click

[Change Scan Rate].

 Path - displays the path to each tag in the device. The path is a combination of the

ControlLogix project name and its slot location [also known as its Control and Information Protocol (CIP) path].

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

You can also use the following features to tune your selections before you create points.

 All/None - toggle the All/None checkbox to select or clear all points. If you select

None, the checkboxes are cleared and you must select points individually to create them.

 [Change Scan Rate] - allows you to alter the scan rate set in Step 1: Discover

Tags. To change the scan rate for selected tags, select a new scan rate in the dropdown menu and click [Change Scan Rate]. All selected tags will change to the new scan rate.

 Selected Points - displays the number of points selected from the total number of

pages.

5 • MANAGING POINTS

Alter the original scan rate Change the number of points

Select the points you want to create by selecting the checkboxes for each point and then clicking [Create]. After all points are created, FactoryTalk Historian ME will display a list of points that were not created in the Points Not Created table if there are any errors.

Click [Restart Wizard] to begin the point creation process again. Your browser will prompt you to verify that you want to recreate points using the wizard. Click [OK] to continue the process. After creating tags, review results in Step 3: Review Results.

Reviewing Results

Step 3: Review Results displays the following information:

 Number of Points Created - number of points created based on the points selected

in Step 2: Create Points. Only points that do not yet exist are created.

 Number of Points Not Created - number of selected points that were not created

because:

 These points already exist in the archive and do not need to be created.

 An error occurred with FactoryTalk Historian ME.

See the “Using the System Log” section for information about error messages.

 Total Number of Points in Module - total number of points in FactoryTalk

Historian ME, including the newly created points.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

List of points not created

Summary data about points

 Data Collection Status - indicates whether Data Collection is running or stopped.

To stop Data Collection, click [Stop Data Collection]. The button immediately changes to [Start Data Collection].

Make sure that Data Collection is fully stopped before starting it again. This may take a few minutes.

For optimal performance, stopping and re-starting Data Collection is recommended after tags are created.

Failed points generate error messages that appear in the system log. In addition, a Points Not Created table will display a list of failed points after the auto discovery process.

5 • MANAGING POINTS

Folders Pane

Selected Tags Pane

Contents Pane

Using the Tag Browser to Create Points

The Add Individual Points page provides a consolidated tree view in which you can browse and view controller tags and then select one or more tags for point creation. Click Manage Points in the top navigation bar, then click the Add Individual Points in the left navigation bar to access the page.

You can create a maximum of 2500 data points per FactoryTalk Historian ME. If you exceed 2500 data points, the following warning will display:

You can deselect points from the Contents pane to reduce the number of points.

 Tag Attribute File - use the drop-down list to select a point configuration file that

will determine the properties (attributes) of the points to be created. To view the file, expand the blue arrow icon.

See “Creating Tag Attribute Files” appendix for more information about tag attribute files.

See “Uploading Files to the Module” for more information on uploading tag attribute files to the module.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Scan Rate - use the drop-down list to set the scan rate. The scan rate is the rate (in

seconds) at which the data will be collected. This scan rate setting supercedes the scan rate specified in the tag attribute file.

The Add Individual Points page consists of three panes: Folders, Contents, and Selected Tags.

Folders Pane

The Folders pane displays a list of ControlLogix project files.

 Highlight (click) the filename to select a project file and browse tags.

 The white right arrow opens or expands the levels.

 The black down arrow collapses or limits the levels.

 Click Refresh to update the project files.

Contents Pane

The Contents pane displays tags from the highlighted node in the Folders pane. The pane contains three sortable columns:

 Select column checkbox - check the box(es) to select a specific tag or list of tags.

 Name - the tag name.

 Type - data type of the tag.

Clicking [Add Tag(s) to List] allows you to populate the selected tags in the Selected Tags pane.

Selected Tags Pane

The Selected Tags pane displays a list of tags to be created for collecting data. The table contains four sortable columns:

 Name - tag name.

 Type - data type of the tag.

 Scan Rate - tag scan rate.

 Tag File - tag attribute file that determined the properties of the point to be

created.

5 • MANAGING POINTS

Select the folder

The Contents pane is automatically populated

Creating Points

To create points in the tag browser:

1. Select the folder that contains tags of interest. The Contents pane displays the tag name and type from the selected folder.

2. Check the box in the Select column to select tags in the Contents pane. You can use the All/None checkbox or the Tag Filter to filter the tags.

 All/None - toggle the All/None checkbox to select or clear all tags. If you

select None, the checkboxes are cleared and you must select tags individually to add them to the Selected Tags table.

 Tag Filter - tags listed in the Contents pane are filtered based on criteria

entered in this field. The asterisk (*) and question mark (?) are valid wildcard characters. The filter condition persists and will be applied to a newly selected folder if it is not cleared before the new folder is selected.

3. Click [Add Tag(s) to List] to move selected tags to the Selected Tags pane.

The Selected Tags pane displays the tag name, type, scan rate, and tag file for each tag. The most recently added tags appear at the top of the table.

The [Create], [Remove], and [Clear] buttons become active when the Selected Tags pane is populated. To remove tags from the list, highlight each tag, and click [Remove]. To empty the table, click [Clear]. To create points, go to the next step.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Tune your tag selection with the Tag Filter or the All/ None checkbox

Click [Add Tag(s) to List] to move tags to the table below and create points

List of selected tags

Click [Create]

4. To create points, click [Create].

5. A confirmation dialog box will prompt you with the question, “Are you sure you want to create these points?” Click [Yes] to proceed.

If Data Collection is already running, points will start to collect data.

5 • MANAGING POINTS

Tag creation results

Points Not Created Table

Data Collection status

A result page will display. The first section provides you with the number of points created, number of points not created and the total number of points in the module. The second section provides Data Collection status. The Points Not Created table provides a list of points not created and the error message that explain the reason why the point was not created.

Duplicate tag names are not allowed. Points will not be created for tags that have the same name but different scan rates or source tag files. If duplicate tag names are discovered, the module will display the following message in the Points Not Created table:

Point already exists

For optimal performance, we recommend that you stop and restart Data Collection after you have finished point creation for all tags. If Data Collection is already running, points will start to collect data.

If Data Collection is not running, click [Start Data Collection] to initiate Data Collection.

Click [Back] to return to the first page and continue working with tags.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Manually Creating and Editing Points

To manually create new points or edit point attributes, click Manage Points in the top navigation bar, and then click Edit Points in the left navigation bar.

Point attributes tell FactoryTalk Historian ME how and when the server should collect data from a particular data source. Point attributes specify information such as the data source location, how often the servers should get new values from the data source, which values the server can ignore, and which represent valid data.

To create or edit points:

1. Enter search criteria in the available fields and click [Search].

2. Do one of the following:

 To crete a new point, click [New] at the bottom of the table.

 To edit an existing point, highlight the point in the table and click [Edit].

The Point Property page displays.

3. Define the point attributes and click [Save].

5 • MANAGING POINTS

Auto Transfer Mode On

Points Created with New Tag Names

You can also use the Edit Points page to rename points.

1. Enter search criteria in the available fields and click [Search].

2. In the search results field, highlight the point you want to rename.

3. At the bottom of the table, click [Rename]. The Point Property page opens.

4. Enter the new point name and click [Save]. Click [Reset] to reset the values.

If the Data Transfer service is in Auto Transfer mode, the new points will be created with the new tag names. If the Data Transfer service is not in Auto Transfer mode, the service will continue to transfer points until you stop Data Transfer, manually select points to transfer, and restart the service.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Defining Point Attributes

The Point Property page allows you to specify settings for each point. It contains four sections: General, Exception Filtering, Compression Filtering, and Snapshot Value. Click [Reset] to clear the sheet and enter new values.

ENERAL POINT PROPERTIES

The General section contains the following fields:

 Name - provides a label for the point. Follow these conventions when naming a

point:

5 • MANAGING POINTS

 The name must be unique.

 The first character must be alphanumeric or the percent sign (%).

 No control characters (such as linefeeds or tabs) are allowed.

 The following characters are not allowed: * ' ? ; { } [ ] | \ ` ` " ( )

 Descriptor - defines the base point attribute that can be used to provide a textual

description of a point. The Descriptor is a common attribute to display in various client applications and user reports.

 Extended Description - only used with Trigger Input or Output tags. Use this field

to specify:

 EVENT = <tag name> <condition>

where <condition> is Increment, Decrement, Nonzero, Any, or Anychange

 TRIG = <tag name>

When defining multiple triggers, make sure that each event calls a different tag name.

If you want to define a condition in the Extended Description field, you must use EVENT=triggername. If you use TRIG=triggername, you cannot define a condition after it.

If you enter a tag name in this field, the source tag being referenced must not be high speed or have a scan rate of faster than 1 second. Otherwise, the module will generate an error and will not allow you to save your work in the Point Property page.

 Instrument Tag - indicates the controller from which the data is coming. If you

replace a controller with a different one that measures the same process value, it is usually best to continue using the same point. Edit the point as required so that it will collect the new data.

The format of the instrument tag name is:

[<controllerprojectname>_1_<controllerslotnumber>][<controllertagname>]

 Source Tag - only used with Trigger Input or Output tags. Use this field for the

trigger name. If you enter a tag name in this field, the source tag referenced must not be high speed or have a scan rate of faster than 1 second. Otherwise, the module will generate an error and will not allow you to save your work in the Point Property page.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Type - specifies the data type of the point values. Changing a point’s data type

causes the Archive subsystem to close the current archive record and start a new one with the new type information in the header. For points collected automatically, use the point type that most closely matches the point type in the source system.

Selections include:

 Int16 - used for points whose values are 16-bit integers.

 Int32 - used for points whose values are 32-bit integers.

 Float16 - used for points whose values are 16-bit floating point values.

 Float32 - used for points whose values are 32-bit floating point values.

 Float64 - used for points whose values are 64-bit floating point values.

 String - used to store string data up to 1000 characters.

Strings are not supported for high speed Data Collection.

 Digital - used for points whose value can only be one of several discrete states,

such as ON/OFF. Users may define the digital set contents.

 Timestamp - used for points whose values are timestamps.

 Digital Set - This field only appears if the type selected is digital. Use this field to

select the type of digital set for the selected point.

5 • MANAGING POINTS

The default selections available through the FactoryTalk Historian ME web interface include:

 SYSTEM

 BatchAct

 Phases

 Modes

 RABoolean

You can use the FactoryTalk Historian SE System Management Tools to create additional digital sets. For more information, please refer to the FactoryTalk Historian SE Introduction to Historian System Management guide.

 Scan Type - determines the scan type for the point.

Selections include:

 Polled - polled tags are scanned and the data event (with value and timestamp)

is sent to the local FactoryTalk Historian ME server at the specified scan time interval.

In general, polled tags are intended for scan rates greater than 0.5 seconds.

 Advised - advised tags are scanned for new values at timed intervals that are

defined by the scan class. However, a new event happens (becomes available) only if the value has changed from the previous event.

In general, advised tags are intended for scan rates greater than 0.5 seconds. The Data Collection interface will not put the point on scan if it is configured at a rate faster than 0.5 seconds.

If Data Collection rates faster than 0.5 seconds are required, use high speed tags.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Trigger Input - triggered input tags are used to collect a data point after a

particular triggering event has occurred. For trigger input tags,

See “Trigger Point Configuration Examples” for a Trigger Input tag configuration sample.

 Output - triggered output tags are used to output (write-back) a data point to a

controller after a particular triggering event has occurred.

See “Trigger Point Configuration Examples” for an Output tag configuration sample.

 High Speed - high speed tags are scanned and the data event (with value and

timestamp) is logged at the specified scan time interval.

In general, high speed tags are intended for fast Data Collection speeds with scan rates of 10 ms. The Data Collection interface will not put the point on scan if it is configured at a rate slower than 0.5 seconds.

The module will not allow high speed tags to be created with a scan rate slower than 500ms, or advised or polled tags to be created with a scan rate faster than 500ms.

 Scan On - identifies active tags. Points with this flag set to ON and with a point

source attribute set to FTME are considered active tags. Points with this flag set to OFF will not update.

 Typical Value - provides an example of a reasonable value for this point. For a

numeric tag, it must be greater than or equal to the zero, and less than or equal to the zero plus the span.

 Point Source - identifies a point as belonging to a particular interface. When you

configure an interface, you specify a point source for that interface. All the points that belong to that interface must use that point source code as the value for the Point Source attribute.

The default point source is FTME. Other options include T (for the Totalizer utility subsystem in PI) and C (for the Performance Equation tags.)

 Scan Rate - a period of time in seconds, which tells FactoryTalk Historian ME

how often to collect the data. Go to the Manage Points tab and Edit Scan Class(es) page to define scan rates for scan classes. For Trigger Input and Output

scan types, it is recommended that the scan rate be defined as two seconds or longer.

5 • MANAGING POINTS

 Span Value - value for the difference between the top of the range and the bottom

of the range. It is required for all numeric data type points.

 Zero Value - indicates the lowest value possible. A zero is required for all

numeric data type points.

XCEPTION FILTERING POINT PROPERTIES

The FactoryTalk Historian ME exception-reporting specification determines when to send data to the Snapshot subsystem. The exception-reporting specification consists of a deviation (Exception Deviation), a minimum time (Exception Min), and a maximum time (Exception Max).

The Exception Filtering section contains the following fields:

Field Description Default Value

Exception Min

Exception Max

Exception Deviation

OMPRESSION FILTERING POINT PROPERTIES

Specifies the minimum time span between exceptions, expressed as dd hh mm ss.

Specifies the maximum time span between exceptions, expressed as dd hh mm ss.

Specifies in engineering units how much a value may differ from the previous value before it is considered to be a significant value.

0 seconds

10 minutes

0.25 engineering units

When a new Snapshot arrives, the previous one is evaluated according to the compression specifications to see if it is a significant event. If so, it is sent to the Event Queue. If not, it is discarded. The result is that only significant data is written to the archive. This process is called compression.

The Compression Filtering section contains the following fields:

Field Description

Compression On

This flag should be turned ON for all real-time points in the system.

With compression OFF, every value sent to the Snapshot subsystem is saved in the archive.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

Field Description

Compression Min

Value that indicates events are archived if the elapsed time since the previous event is greater than or equal to the minimum time, and the event value has changed by more than the deviation.

The value is expressed as dd hh mm ss.

Typically, the Compression Min should be 0.

Compression Max Value that indicates events are archived if the elapsed time is

greater than the maximum time.

The value is expressed as dd hh mm ss.

The recommended maximum time specification is one work shift (such as, eight hours). Duplicate values will be archived if the elapsed time exceeds the Compression Max. Under no circumstances does this cause the FactoryTalk Historian ME server to generate events; it only filters events that are externally generated.

Compression Deviation

Value for the most important compression specification.

Setting this value too low causes too little data compression and wastes space in the archive. Setting this value too high causes loss of useful data. For most flows, pressures, and levels, use a deviation specification of 1% or 2% span. For temperatures, the deviation should usually be one or two degrees.

NAPSHOT VALUE POINT PROPERTIES

The Snapshot Value section contains the following fields:

 Value - the current value of the tag, which is based on the tag type.

 Timestamp - time and date stamp for the current value of the tag.

Configuring Scan Types

The Data Collection service collects points based on scan type and scan rate. You must ensure scan types and scan rates are correctly configured for the Data Collection service. Points may be configured automatically using the Add Points Wizard or manually, using the Edit Points page. In either case, the point scan type must be taken into consideration.

To configure a point scan type manually, click Manage Points in the top navigation bar, and then click Edit Points in the left navigation bar. Select a point to edit it. The scan type setting is located on the Point Property page and described in the “General Point Properties” section.

To edit a point scan type automatically using the Add Points Wizard, you must ensure that your XML Rule file properly defines the scan type and scan rate for Data

Collection.

5 • MANAGING POINTS

For information on manually creating individual points, see “Creating Points”. For information about using the Add Points Wizard to create points, see “Using the Add Points Wizard”.

Configuring Trigger Input and Output Points

This section provides basic information about Trigger Input and Output points. Sample configurations are provided in the “Trigger Point Configuration Examples” section. The trigger mechanism for input points and output points is the same, but the data flow is different. For input points, the data flows from a controller to the FactoryTalk Historian ME archive. For output points, the data flow is to a controller from the FactoryTalk Historian ME archive.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

FactoryTalk Historian ME Archive

To External Data SourceFrom External Data Source

Output pointsTrigger Input points

Controller

(Write back)

Input Points

An input point is a polled, advised, or high speed or triggered point when the data flow is from a controller to the FactoryTalk Historian ME snapshot and archive. For Trigger Input points, a separate trigger point must be configured. The input point is associated with a trigger point by entering point attributes in the Extended Description field for the input point as follows:

where the keyword is TRIG or EVENT, trigger_tag_name is the name of the trigger point, and condition is Any, Anychange, Nonzero, Decrement, or Increment. Any scan tag referenced in the Extended Description or Scan Tag fields must not be high speed or have a scan rate of faster than 1 second. If it does, the module will generate an error and prevent you from saving your work in the Point Property page.

FactoryTalk Historian ME automatically assumes a point is trigger-based, rather than scan-based, when the <keyword>=‘<trigger_tag_name>’;<condition> string is found in the Extended Description field. An input is triggered when a new value is sent to the snapshot of the trigger point.

Output Points

A point is an output (also known as a write back) point when the data is read from from the FactoryTalk Historian ME archive to a controller. For Output points, the timestamp of the trigger value must be greater than the timestamp of the previous value. Output points are triggered in two ways:

 By configuring a separate trigger point. The output point must have the same

point source as the interface, FTME. The trigger point can be associated with any

5 • MANAGING POINTS

point source. The point type of the trigger point does not have to be same point type as the Output point.

The Output point is associated with the trigger point by setting the Source Tag attribute of the Output point equal to the tag name of the trigger point. Any scan tag referenced in the Extended Description or Scan Tag fields must not be high speed or have a scan rate of faster than 1 second. If it does, the module will generate an error and prevent you from saving your work in the Point Property page. An output is triggered when a new value is sent to the snapshot of the trigger point. The new value does not need to be different than the previous value that was sent to the snapshot to trigger an output, but the timestamp of the new value needs to be more recent than the previous value.

 By writing a new value to the snapshot of the output point itself. The new value

need not be different from the previous value to trigger an output, but the timestamp of the new value must be more recent than the previous value.

Point Attributes

The Point Property page contains three fields that are used for Trigger Input and Output points:

 Extended Description

 Instrument Tag

 Source Tag

Note that:

 The Scan Rate is not applicable to the Trigger Input tag.

 The Scan On drop-down menu must be set to On.

 The trigger tag name must be in single quotes.

XTENDED DESCRIPTION

: T

RIGGER CONDITIONS

The Extended Description field on the Point Property page is used for the trigger condition and the keywords that indicate trigger condition: TRIG or EVENT. Ensure that the words TRIG and EVENT are uppercase. Condition names are caseinsensitive.

The TRIG keyword:

 Does not require any condition.

 Has a default condition of Any.

FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

 Treats conditions other than Any as Any.

The EVENT keyword:

 Requires a trigger condition for it to function properly.

 Allows a space, comma, or semicolon to separate trigger definitions.

Trigger

Keyword

TRIG The condition is always Any.

EVENT Any

Condition Description Example

EVENT

Nonzero Trigger on any non-zero

value.

An event is triggered on a value change from “Pt Created” to 1 but it is not triggered on a value change from 1 to “bad Input”.

EVENT

Anychange Trigger on any change as

long as the value of the current event is different from the value of the

An event will be triggered on a value change from 0 to “bad Input” or from “bad Input” to 0.

previous event.

EVENT

Increment Trigger on any increase in

value.

An event will be triggered on a value change from 0 to 1.

EVENT Decrement Trigger on any decrease in

value.

NSTRUMENT TAG

An event will be triggered on a value change from 1 to

The Instrument Tag field is used for the full path to the controller. If a source tag receives events from a controller, the tag in this field will read (or write back) events from the controller. The tag name syntax is:

<controller_name>.<tag_name>

Rockwell Automation 1756-HIST2G User Manual

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