Rockwell Automation 1756-HIST2G User Manual

Contact Rockwell Customer Support Telephone — 1.440.646.3434

Online Support — http://www.rockwellautomation.com/support/

Copyright Notice © 2011 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.

This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.

Trademark Notices 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.

Other Trademarks 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.

Warranty 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

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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

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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

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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

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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

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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

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

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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

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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

x

1 Overview

The FactoryTalk® Historian Machine Edition (ME) Module is a fully embedded historian in a ControlLogix® module that can be inserted into a Rockwell 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.

FactoryTalk Historian

ME Web Interface

1

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.

2

1 • OVERVIEW

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:

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.

3

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:

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1 • OVERVIEW

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® Integrated Architecture.

Introduces a historian appliance that offers scalable connectivity to Rockwell Automation controllers.

Offers Rockwell customers a feature-rich set of commercially proven, industryfocused 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.

Enterprise

Edition (future)

Site Edition

Machine

Edition

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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

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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	Provides a way to configure connections to other
	Console	FactoryTalk applications such as FactoryTalk
	V2.10.02.24	Security. It also allows FactoryTalk Historian ME
		and FactoryTalk Historian SE to use FactoryTalk
		View SE for data monitoring and trending.
	FactoryTalk Alarms and Events	Allows multiple FactoryTalk products to produce a
	V2.20.00	common, consistent view of alarms and events that
		occur in a FactoryTalk system.
	FactoryTalk Diagnostics	Allows FactoryTalk-enabled products to define,
	V2.10.02.24	route, and store information about errors or changes
		that occur in a FactoryTalk system.
	FactoryTalk Directory	Centralizes access to resources and components for
	FactoryTalk Security	all FactoryTalk products participating in a control
	V2.10.02.24	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.

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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE

FactoryTalk Services Platform V2.10.02 CPR 9 SP2

	FactoryTalk Live Data	Allows FactoryTalk services-enabled products to
	V2.10.02.24	discover, connect, and share real-time data in a
		secure, scalable manner.
	FactoryTalk Web Services	Provides the ability for thin clients to connect to
	V2.10.02	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	Software-based product activation. To access the Rockwell
		Software Activation website, go to http://
		www.licensing.rockwellsoftware.com
	FactoryTalk Historian SE	Provides Data Transfer service for data logged by
	V2.1	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	Provides a Trending Object for you to trend FactoryTalk
	V5.0 and above	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.

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	FactoryTalk Product Suite
	FactoryTalk VantagePoint	Allows you to view process data from FactoryTalk
	and FactoryTalk	Historian ME in VantagePoint Excel® reports, dashboards,
	VantagePoint EMI	and portals. Integrates the FactoryTalk Historian ME data
	V3.1 and above	into the VantagePoint model, allowing you to correlate the
		data with various other data sources.
	FactoryTalk Historian	Provides a Microsoft® Excel add-in component that allows
	DataLink	you to develop Excel reports based on the data in
	V3.1 and above	FactoryTalk Historian ME.
	FactoryTalk Historian	Provides an ad-hoc data analysis capability in FactoryTalk
	ProcessBook	Historian ME that allows you to visualize the data in trends
	V3.0 and above	and other graphical components.
	FactoryTalk Historian	Adds advanced batch trending and batch comparison
	Batch View	capabilities to FactoryTalk Historian ProcessBook and
	V3.1 and above	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.
	FactoryTalk Historian SQC	Allows users to visualize historic data in Statistical Quality
	Add-in	Chart (SQC) ProcessBook displays.
	V3.0 and above	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.

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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:	A programming software for Logix5000
	V13 - V18	controllers.
	With AOP:	The FactoryTalk Historian ME Add On
	V16 - V18	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.
RSLinx Classic	V2.55	A communications software that provides
		an easy way to upload and download
		Ladder logic files from Logix5000
		controllers.
		RSLogix 5000 uses RSLinx Classic to
		browse your controller.

Hardware Specifications

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

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1 • OVERVIEW

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
Read about factors that may influence	“Design Considerations and Limitations”
the design of your FactoryTalk Histo-
rian ME environment.
Configure the module for the first time.	“Administering the Module”
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-	“Managing Security”
words.
Set up trust connections.
Create, edit or delete a trust connec-
tion.
Configure security with FactoryTalk	“FactoryTalk Directory Integration”
Directory and FactoryTalk Security.
View, create, or edit points.	“Managing Points”
Define point attributes.
Configure scan classes.
Work with exception filtering or com-
pression.

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	If You Want To	Go to This Chapter
	Stop or start Data Collection.	“Collecting Data”
	View the status of Data Collection.
	Configure disk or log thresholds.
	Work with Compression or Exception
	Filtering
	Configure Data Transfer.	“Transferring Data”
	Stop or start Data Transfer.
	Transfer data to a FactoryTalk Histo-
	rian SE.
	View a model Data Transfer scenario.	“Data Transfer Sample Scenario”
	View current or archive data.	“Viewing Data”
	Create trends in the web interface.
	Export data to a spreadsheet.
	View performance information about	“Viewing Module Information”
	your module.	“Using Web Diagnostics”
	View statistics about your module data.
	Get diagnostic information about your	“Using Web Diagnostics”
	module.
	Find guidance to resolve simple issues.	“Troubleshooting”
		“Using Web Diagnostics”
	Read introductory information about	“Overview”
	your module.
	Find related technical publications.
	Get training information.
	Contact Technical Support.

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1 • OVERVIEW

If You Want To	Go to This Chapter
Learn about software, hardware, or	“Getting Started”
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.	“FactoryTalk Historian ME Rule Editor”
Create rule files.
Create tag attribute files.
Use the Add-on Profile (AOP).	“RSLogix 5000 Add-on Profile”
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.	“Hardware Specifications”
Check proper operating temperatures
for your module.
View environmental certifications for
your module.

Additional Information

Click Browse FactoryTalk Historian ME User Documents on the FactoryTalk Historian Client Tools CD that is shipped with FactoryTalk Historian ME to access FactoryTalk Historian ME user documentation. In addition to this User’s Guide, which explains how to configure your FactoryTalk Historian ME and use its various features, the FactoryTalk Historian ME documentation set includes the following:

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.

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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 FactoryTalk Historian ME. It also includes environmental 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 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-to- FactoryTalk 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.

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1 • OVERVIEW

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.

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.

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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 e- learning, 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.

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2 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.

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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 PATCHES

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.

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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.

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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-to- FactoryTalk 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

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