Rockwell Automation 1756-HIST2G User manual

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User Manual

Original Instructions

FactoryTalk Historian ME Configuration Guide

Catalog Number 1756-HIST2G Series B

Important User Information

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Preface

About this manual

Legal notices

This manual provides procedural instructions for the FactoryTalk Historian ME. It is one of a set of related manuals that describe installing, programming, and operating the FactoryTalk system.

To review FactoryTalk Historian release notes and the latest information regarding product compatibility refer to the Product Compatibility and Download Center (PCDC).

Rockwell Automation publishes legal notices, such as privacy policies, license agreements, trademark disclosures, and other terms and conditions on the

Notices page of the Rockwell Automation website.

End User License Agreement (EULA)

You can view the Rockwell Automation End-User License Agreement ("EULA") by opening the License.rtf file located in your product's installation folder on your hard drive. The default location of this file is: C:\Program Files (x86)\Common Files\Rockwell\license.rtf

)

Legal

Other licenses

You can view the Open-Source Software (OSS) licenses used in this product by accessing the FactoryTalk Historian ME Online Help.

Topic name

Reason

153

page 154

Understand privileges for user

Table updated with SNMP access.

Resource

Description

Summary of

This manual includes new and updated information. Use these reference tables to locate changed information.

changes

Global changes

None for this release.

New or enhanced features

This table contains a list of topics changed in this version, the reason for the change, and a link to the topic that contains the changed information.

SNMP community strings on page

Enable SNMP on page 154 New topic.

Create SNMP community strings on

Delete SNMP community strings on

groups on page 143

New topic.

Additional

These documents contain additional information concerning related products from Rockwell Automation.

resources

FactoryTalk Historian Machine Edition Module, 1756-in106

Installation instructions for FactoryTalk Historian ME Series B.

Overview

Get started

Chapter 1

Features .......................................................................................................13

Benefits ....................................................................................................... 14

Distributed FactoryTalk Historian architecture ...................................... 15

FactoryTalk and Logix integration ............................................................ 16

FactoryTalk licensing ................................................................................. 16

License points for the data transfer .................................................... 16

FactoryTalk Historian ME product number............................................. 17

Hard disk ..................................................................................................... 17

Additional resources .................................................................................. 17

Chapter 2

System connectivity ................................................................................... 19

Software and hardware requirements for FactoryTalk Historian ME ..20

Upgrade or reinstall the firmware ........................................................... 20

Differences between upgrade and reinstallation .............................. 21

Collect the module-related information ............................................ 21

Back up the module .............................................................................. 21

Prepare the module for the upgrade or reinstallation ...................... 21

Upgrade or reinstall the firmware of your Historian module ......... 22

(Optional) Download ControlFLASH ...........................................23

(Optional) Install ControlFLASH ..................................................23

Download the module firmware kit .............................................23

Upgrade or reinstall the module firmware ................................. 24

Updates and application notes............................................................25

Set up your ControlLogix environment ................................................... 26

Install the module in the chassis ...............................................................27

Install FactoryTalk Historian ME Client Tools ........................................27

Install FactoryTalk Historian ME Management ............................... 28

Install FactoryTalk Historian ME Rule Editor .................................. 30

Install FactoryTalk Historian ME Logix Designer Module Profile ... 31

(Optional) Install FactoryTalk Historian SE patch ............................ 31

EDS files ................................................................................................ 31

Configure Internet Explorer for FactoryTalk Historian ME ..................32

Internet Explorer configuration checklist .........................................32

Add the module site to Local intranet or Trusted sites ..................... 33

Add the module website to the Local intranet security zone...... 33

Add the module website to the Trusted sites security zone ....... 34

Enable Active X controls ...................................................................... 35

Enable Compatibility View .................................................................. 35

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 3

Table of Contents

View the module information

View data

Disable Pop-up Blocker ........................................................................ 36

Disable ActiveX Filtering ..................................................................... 36

Enable the XML DOM Document add-on .......................................... 36

Enable TLS ............................................................................................ 37

Verify the browser configuration using the F12 developer tools ...... 37

Install the module certificate in Internet Explorer ...........................38

Install the certificate using the Certificate Import Wizard ....... 39

Verify the certificate ............................................................................ 39

Verify the certificate on the security report ................................ 40

Verify the certificate on the System Security page .................... 40

Clear the browser cache ....................................................................... 41

Clear the browser cache manually ................................................ 41

Clear the browser cache automatically......................................... 41

Add a registry entry for exporting files to Excel ............................... 42

Access the FactoryTalk Historian ME web page ..................................... 42

Log on to FactoryTalk Historian ME ................................................. 42

Log out of FactoryTalk Historian ME ................................................. 43

Chapter 3

System status ............................................................................................. 45

Status .......................................................................................................... 46

Module information.............................................................................46

System status ........................................................................................ 47

System utilization ................................................................................ 47

Point statistics ...................................................................................... 47

Module identity ......................................................................................... 48

Module information............................................................................ 48

Network settings ..................................................................................49

Security configuration ........................................................................ 50

Client connections .............................................................................. 50

System utilization ...................................................................................... 51

System statistics ......................................................................................... 51

Network manager ................................................................................52

Snapshot and archive ........................................................................... 53

Snapshot and archive counters..................................................... 53

Archive files .......................................................................................... 56

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Chapter 4

Define search criteria ................................................................................ 59

Export data ................................................................................................. 61

View current data ...................................................................................... 62

View archive data ...................................................................................... 62

Manage points

Table of Contents

View trends ................................................................................................. 63

Display points on the trend .................................................................64

Display the vertical bar on the trend .................................................. 65

Zoom the trend ..................................................................................... 65

Reset the trend .....................................................................................66

Remove points from the trend ............................................................66

Change views .............................................................................................. 67

Filter search results data...................................................................... 67

Arrange columns .................................................................................. 67

Refresh views ....................................................................................... 68

Set start and end times ........................................................................69

Bad quality data ..........................................................................................69

Chapter 5

Recommendations related to managing points .......................................71

Add points using the Add Points Wizard page ........................................ 72

Discover tags ........................................................................................72

Create points ........................................................................................ 74

Review results ....................................................................................... 75

Add points using the Add Individual Points page ................................... 76

Manage individual points using the Edit Points page ............................ 77

Create points ........................................................................................ 77

Edit points ............................................................................................78

Rename points......................................................................................78

Delete points ......................................................................................... 79

Define point attributes .............................................................................. 79

General ................................................................................................. 80

Exception filtering .............................................................................. 82

Compression filtering ..........................................................................83

Snapshot value......................................................................................83

Configure scan types ................................................................................. 84

Configure Trigger Input and Output points ............................................85

Configure Trigger Input points ......................................................... 86

Configuration example: Trigger Input points .............................87

Configure Output points .................................................................... 88

Configuration example: Output points....................................... 89

Manage shortcuts ...................................................................................... 90

Create shortcuts to the local chassis .................................................. 90

Create shortcuts to a remote controller ............................................. 91

Edit shortcuts ...................................................................................... 92

Delete shortcuts.................................................................................... 93

Tag naming conventions .....................................................................94

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 5

Table of Contents

Collect and store data

Transfer data to FactoryTalk Administer the module

Historian SE or PI servers

Use scan classes ..........................................................................................94

Create scan classes ...............................................................................94

Edit scan classes ...................................................................................94

Delete scan classes ............................................................................... 95

Chapter 6

Collect data ................................................................................................. 97

Access the data collection information .............................................. 98

Start and stop the data collection ...................................................... 98

View the data storage information ...........................................................99

FactoryTalk Historian ME storage capacity .................................... 100

Filter data .................................................................................................. 101

Exception filtering ............................................................................. 103

Compression filtering ........................................................................ 105

Chapter 7

Data transfer prerequisites ..................................................................... 109

Configure the data transfer ..................................................................... 110

Start the data transfer .............................................................................. 112

Stop the data transfer .............................................................................. 112

View data transfer statistics .................................................................... 112

Add points to the data transfer ............................................................... 112

Remove points from data transfer ........................................................... 113

View the data transfer information .........................................................114

Check the data transfer status in the system log ....................................114

Data transfer considerations....................................................................115

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Chapter 8

Manage users ............................................................................................ 117

Create users ......................................................................................... 117

Modify users ....................................................................................... 118

Remove users ...................................................................................... 118

Change user passwords ..................................................................... 119

Reset passwords ................................................................................. 119

Reset the default admin password.................................................... 120

View groups .............................................................................................. 120

Manage time ............................................................................................. 121

View and edit the current time ......................................................... 122

Considerations for using an NTP server as the time source .... 123

Verify time synchronization ............................................................. 124

Set the time zone ................................................................................ 125

Clock drifts ......................................................................................... 125

Configure system settings

Manage security

Table of Contents

Battery clock ....................................................................................... 126

Chapter 9

Change the module name ...................................................................127

Configure network settings .............................................................. 128

Upload files to the module ....................................................................... 129

File types ............................................................................................. 130

Manage the uploaded files .................................................................. 131

Back up and restore configuration files .................................................. 131

View the backup status and perform backup.................................... 131

Download the backup file to a client computer ............................... 132

Upload the backup file to the module ............................................... 133

Restore the module from the backup file ......................................... 133

Why restoring PI Server ID? ....................................................... 134

Check and restore the module name ................................................ 135

Use the system log .................................................................................... 135

System log related issues ................................................................... 136

Repair archives using safe mode ............................................................. 136

Repair the time setting ...................................................................... 137

Restore and reset module-related settings............................................. 137

Restore the module's defaults ........................................................... 138

Reset the security mode ..................................................................... 138

Reset the Web Diagnostics password ............................................... 139

Close and start the module ...................................................................... 139

Shut down the module ....................................................................... 139

Reboot the module ............................................................................. 140

Restart the module ............................................................................. 140

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 7

Chapter 10

Configure security .................................................................................... 141

Configure how to log on to the module ............................................. 141

Log on using the FactoryTalk Directory with FactoryTalk

Historian ME ................................................................................ 142

Understand privileges for user groups ...................................... 143

Configure where to use the secure communication protocol

(HTTPS)............................................................................................... 144

Manage security trusts ............................................................................. 146

Default trusts ...................................................................................... 147

User-defined trusts ............................................................................ 147

Create trusts for the data transfer .............................................. 147

Create trusts for FactoryTalk Historian clients ......................... 148

Edit trusts ........................................................................................... 149

Table of Contents

Use the Rule Editor

Use Studio 5000 Logix Designer Module Profile

Create trends with the

Delete trusts........................................................................................ 150

Integrate the module into a FactoryTalk environment with the

FactoryTalk Directory .............................................................................. 150

Integration prerequisites .................................................................. 150

Add the Historian ME module in the PI SDK Utility ................ 150

Administration Console ...............................................................151

Create users in the FactoryTalk Administration Console ............... 152

Configure secure groups in the FactoryTalk Administration Console

............................................................................................................. 153

SNMP community strings ....................................................................... 153

Enable SNMP ...................................................................................... 154

Create SNMP community strings ..................................................... 154

Delete SNMP community strings ..................................................... 154

Chapter 11

View the default point discovery rule file................................................ 155

Create point discovery rule files .............................................................. 156

Define point discovery rules .................................................................... 157

Change the point discovery limit ...................................................... 159

Edit point discovery rule files .................................................................. 159

Remove point discovery rule files ........................................................... 160

Create tag attribute files .......................................................................... 160

Edit tag attribute files .............................................................................. 166

Remove tag attribute files ........................................................................ 167

FactoryTalk Historian DataLink Add-in

8 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Chapter 12

Configure your Historian module in the Module Profile ......................169

Configure the module properties ............................................................169

Example: Use the Module Profile............................................................. 171

Add an Ethernet driver .......................................................................171

Add the module to Studio 5000 Logix Designer .............................. 172

Use output tags to start and stop the data collection ...................... 174

Use the input and output tags to read the Historian ME status ........... 175

Chapter 13

Define the server connection ...................................................................178

Insert trends in a Microsoft Excel workbook .........................................178

Create trends visualizing the data transfer ............................................ 179

Use Web Diagnostics

Troubleshoot

Table of Contents

Chapter 14

Home......................................................................................................... 184

Hardware .................................................................................................. 184

Overview ............................................................................................. 184

CPU, RAM ........................................................................................... 185

NAND .................................................................................................. 186

Controller statistics ............................................................................ 187

ControlBus statistics .......................................................................... 188

EtherNet/IP ........................................................................................ 189

Display LED ........................................................................................ 189

Time management ............................................................................. 190

Firmware ................................................................................................... 191

Overview ............................................................................................. 191

Historian server.................................................................................. 192

CIP ....................................................................................................... 192

Data server .......................................................................................... 193

Data collection .................................................................................... 193

Data transfer....................................................................................... 194

Data storage ........................................................................................ 194

Web configuration server .................................................................. 195

Web diagnostics server ...................................................................... 196

Startup log .......................................................................................... 196

Admin ........................................................................................................ 196

Hosts ................................................................................................... 197

Restart services ................................................................................... 197

Core dump directory .......................................................................... 198

PI commands ...................................................................................... 198

Download logs .................................................................................... 198

Change password ............................................................................... 198

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 9

Chapter 15

Provide issue information ....................................................................... 201

Reboot the module ................................................................................... 202

Work in the safe mode ............................................................................ 202

Hardware issues ...................................................................................... 202

Web client issues ..................................................................................... 203

Data collection issues .............................................................................. 204

Data storage issues .................................................................................. 205

Data transfer issues................................................................................. 206

Data export issues ................................................................................... 207

Auto recovery issues ................................................................................ 207

Time management issues ....................................................................... 207

Table of Contents

Glossary

Index

Client computer issues............................................................................ 208

Point server issues ................................................................................... 208

Related FactoryTalk product issues ....................................................... 208

Chapter 16

Glossary terms .......................................................................................... 209

10 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 12

Features

Chapter 1

Overview

The FactoryTalk Historian Machine Edition (ME) Module is a fully embedded historian in a ControlLogix module that you can insert into a Rockwell ControlLogix chassis to utilize backplane communications and collect data from multiple controllers. It collects data at very high speeds as well as runs calculations and statistics on the data inside its storage archive, utilizing exception and compression filtering to significantly reduce the data archive space. You can view system and data information through the FactoryTalk Historian ME web interface and all standard FactoryTalk Historian web clients.

In this document you will find information on both hardware and software of FactoryTalk Historian ME.

The FactoryTalk Historian Machine Edition (ME) Module's web interface allows you to do the following:

• View module information, including status, system utilization, and

system statistic information.

• View current, archive, and trend data.

• Create, edit, and delete points.

• Start and stop the data collection.

• Configure, start, and stop the data transfer.

• Manage users and groups.

• Configure time synchronization.

• Configure the system settings.

• Upload files to the FactoryTalk Historian ME Module.

• Back up and restore configuration files.

• Restore the default settings.

• Shut down or reboot the FactoryTalk Historian ME Module.

• Manage security.

Key advantages of FactoryTalk Historian ME include:

• Easy, automated installation and configuration as well as 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

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 13

Chapter 1 Overview

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.

Benefits

• 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 data transfer. It can capture data from up to 5 local controllers and 5 remote controllers.

FactoryTalk Historian ME provides these benefits:

• Reduces time-to-market by monitoring and analyzing operational and

product quality in accord with specifications, operations, and product constraints.

• Helps reduce time to execute 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 by:

• Facilitating, validating, and documenting performance within

regulatory or permitted boundaries.

• Increasing management effectiveness.

• Reducing validation by including OEM delivery and testing.

14 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Distributed FactoryTalk

Historian architecture

Chapter 1 Overview

• Enhances performance by:

• Monitoring or calculating 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.

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. It 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:

• 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,

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

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 15

Chapter 1 Overview

License points for the data

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

FactoryTalk and Logix integration

FactoryTalk licensing

FactoryTalk Historian ME works with the FactoryTalk product suite and

Rockwell ControlLogix and CompactLogix devices. The Logix hardware and

software provide easy and secure access to resources (data, status, and

configuration) within these.

For the up-to-date information on the product compatibility, see FactoryTalk Historian ME Release Notes.

FactoryTalk Historian ME limits the clients that can access it. Client

connections are limited to Rockwell Automation preferred clients. This means that no anonymous connections will be accepted. The following applications can access FactoryTalk Historian ME:

• 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 and PI Builder

transfer

16 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

The data transfer subsystem works with the data storage and the data

collection services to transfer historical and real-time data to a FactoryTalk

Historian Site Edition (SE) or PI server. Before you can transfer data to FactoryTalk Historian SE, you must first purchase a point license for FactoryTalk Historian SE. 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.

FactoryTalk Historian ME Hard disk

Additional resources

Chapter 1 Overview

FactoryTalk Historian ME has the following product number: 1756-HIST2G.

product number

The 2G in the part number indicates how much data storage is associated

with the module.

FactoryTalk Historian ME firmware is stored on the mSATA 8GB SLC hard

disk along with the customer data.

A minimal amount of data is lost if the module suddenly loses power and the file system remains intact. Archived and snapshot data interruption occurs only during the first minute of downtime.

In addition, power loss may prevent the data collection from restarting, the data transfer from reconnecting if it was running, and other processes from restarting. If power loss occurs, the module may need to be started in the Logix Designer Module Profile. For details, see "

Use Studio 5000 Logix

Designer Module Profile (page 169)".

These documents contain additional information for FactoryTalk Historian

ME. You can view or download publications from the Client Tools DVD shipped with your FactoryTalk Historian ME module.

• FactoryTalk Historian ME Release Notes

• FactoryTalk Historian ME Client Tools Release Notes

• ControlFLASH Firmware Upgrade Kit Quick Start Guide

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 17

This value:

Is the maximum number of:

5 controllers in remote chassis.

Modules that can be used to transfer data simultaneously from the ME to a single SE server.

access to the module based on the total number of connections exceeded.

System connectivity

Get started

In this section you will learn about the following:

Chapter 2

System connectivity (page 19

)

Software and hardware requirements for FactoryTalk Historian ME (page 20)

Upgrade or reinstall the firmware (page 20)

Set up your ControlLogix environment (page 26)

Install FactoryTalk Historian ME Client Tools (page 27)

Configure Internet Explorer for FactoryTalk Historian ME (page 32)

Access the FactoryTalk Historian ME web page (page 42)

While setting up the FactoryTalk Historian ME environment, pay attention to

the following guidelines:

2 Modules per chassis.

10 Controllers that can transfer data to a single module.

There can be a maximum of 5 controllers in the local chassis and a maximum of

5 Clients that can have simultaneous access to the module.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 19

This number includes a web browser, the FactoryTalk Historian SE or PI server, and any other client tool. After the limit is reached, any client will be denied

Chapter 2 Get started

IMPORTANT

For details, see "Use Studio 5000 Logix Designer M odule Profile (page 169)".

Software and hardware

requirements for FactoryTalk Historian ME

The hardware and software required for FactoryTalk Historian ME depends

on the demands an application places on the system. A simple stand-alone

architecture is shown below.

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.

Upgrade or reinstall the firmware

For up-to-date information on the software and hardware requirements, see FactoryTalk Historian ME Release Notes.

You can upgrade or reinstall the firmware of your Historian ME module using

ControlFLASH.

For details on differences between upgrade and reinstallation, see "Differences between upgrade and reinstallation (page 21

)".

The process consists of the following steps:

1. Prepare the module for the upgrade or reinstallation.

1. Collect the module-related information (page 21

)

2. Back up the module (page 21)

3. Prepare the module for the upgrade or reinstallation (page 21)

2. Upgrade or reinstall the firmware of your Historian module (page 22).

If you click Restore Defaults or Reset Security from the FactoryTalk Historian ME Logix Designer Module Profile, the module goes into a pending state. The pending state blocks you from upgrading or reinstalling the firmware before one of the following occurs:

• The five (5) minute window expires.

• The module is physically reset in the chassis.

• You power-cycle the module.

Therefore, you can only upgrade or reinstall the firmware when the module is not in a pending state.

20 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Differences between

upgrade and reinstallation

Back up the module

Prepare the module for the

There are the following differences between upgrading and reinstalling the

firmware:

Chapter 2 Get started

Upgrade

• Updated binary files are installed.

• All log files are deleted.

• The module's configuration data and the archive files are preserved.

Reinstallation

• Updated binary files are installed.

• All log files, module configuration data, and archive files are deleted

• The module's factory settings are restored.

Collect the module-related information

upgrade or reinstallation

Collect the following information:

• The catalog number of the Historian ME module: 1756-HIST2G.

• The network configuration information.

• The network path to the Historian ME module.

• The firmware version number, which is listed on the Historian ME

module's home page.

As a best practice, we suggest that you back up your module configuration

and download the backup configuration file to your client computer before performing an upgrade.

For details, see "Back up and restore configuration files (page 131

)".

To prepare the module for the upgrade or reinstallation:

1. In the module web interface, stop the following services:

• The data collection (Configure Historian > Data Collection).

• The data transfer (Configure Historian > Data Transfer).

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 21

2. Open the web browser, and type

http://<ModuleIP_address>:8080. The module Web

Diagnostics interface appears.

3. Record the firmware version number from the Home page.

Chapter 2 Get started

default login and password are admin/adm in.

Upgrade or reinstall the

firmware of your Historian module

4. (Optional) Click Admin > Download Logs to download all log files.

Tip: To access the Admin section, you must sign in with administrator privileges. The

5. Identify the network path across the backplane in the local chassis

from the network module to FactoryTalk Historian ME as defined in RSLinx Classic. This is not the path through the front port of the module. To view the network path across the backplane, see the image in step 4 in "Upgrade or reinstall the module's firmware".

6. Log out and disconnect all clients (including web clients).

FactoryTalk Historian ME modules' firmware kits are delivered as individual

Device Management Kit (DMK) files. They are compatible with ControlFLASH

in version 13.00 and newer. The installation of ControlFLASH is separate from

the firmware kits, and you need to install it only once.

Tip: We recommend that you use ControlFLASH in version 14.01 or newer.

A DMK is a single, digitally signed file that contains the firmware binaries. ControlFLASH authenticates DMK’s origin and validates its contents, providing enhanced protection against malicious threats. You can just download and use it, no need to install or unzip it. The file is named for easy identification and management, for example, 1756-HIST2G_5.100 (Install).dmk.

To flash the module firmware, you must have FactoryTalk Linx or RSLinx Classic installed.

The process consists of the following steps:

1. (Optional) Download ControlFLASH (page 23

)

Perform this step, if you don't have the recommended version already installed.

2. (Optional) Install ControlFLASH (page 23

)

Perform this step, if you don't have the recommended version already installed.

3. Download the module firmware kit (page 23

)

4. Upgrade or reinstall the module firmware (page 24)

22 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

(Optional) Download

ControlFLASH

Download the module

Tip: We recommend that you use ControlFLASH in version 14.01 or newer.

Chapter 2 Get started

To download ControlFLASH:

1. Open the PCDC page in your web browser:

http://compatibility.rockwellautomation.com/Pages/home.aspx To use this site, you must register and log in.

2. Under Downloads, click Find Downloads.

3. Under Find Downloads, type ControlFLASH.

The search results appear below.

4. Click ControlFLASH Firmware Upgrade Tool (Accessories/Software).

The package appears in the right pane.

(Optional) Install ControlFLASH

firmware kit

5. Select the package, and then click the download icon.

6. Follow the on-screen instructions to complete the process.

Starting from ControlFLASH version 13.00, when the installation completes,

FactoryTalk Security is enabled by default. When launched, ControlFLASH

logs on to the FactoryTalk Network Directory.

Tip: For details on using ControlFLASH, see its documentation.

To install ControlFlash:

1. Extract the installation package and double-click setup.exe.

The ControlFLASH Setup wizard appears.

2. Follow the instructions to complete the installation process.

To download the module's firmware kit:

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 23

1. Open the PCDC page in your web browser:

http://compatibility.rockwellautomation.com/Pages/home.aspx To use this site, you must register and log in.

2. Under Download, click Find Downloads.

3. In the search field under FIND DOWNLOADS, type 1756-HIST.

The product name is displayed.

4. Click the product name and choose a version number on the right.

Chapter 2 Get started

folders, or a large number of folders.

Upgrade or reinstall the

module firmware

5. Click DOWNLOADS.

6. Under DOWNLOADS, click Select Files.

The Available Downloads window appears.

7. Choose a file that matches the operation that you want to perform on

the module (Install or Upgrade). For example, click 1756-HIST2G_5.100 (Upgrade).dmk.

8. Click Downloads in the upper right corner of the window.

9. In the window that appears, click DOWNLOAD NOW.

10. Follow the on-screen instructions to complete the process.

Tip: Before you upgrade or reinstall your module, stop Data Transfer and Data Collection.

To upgrade or reinstall the module's firmware:

1. In the Start menu, find and open ControlFLASH.

The Welcome to ControlFlash window appears. The In u se information points you to the version of RSLinx that you currently use. If you have both RSLinx Classic and FactoryTalk Linx installed on your computer, the Change RSLinx Edition button will be available and you may choose the edition that you want to use to perform the steps.

2. Click Next.

The Catalog Number window appears. If you don't see the catalog number of your Historian module, click Browse.

Tip: When you download DMK firmware kits from Rockwell Automation PCDC, ControlFLASH automatically saves the folder location where the DMK files were downloaded

to. By default, ControlFLASH monitors two folders:

• C:\Program Files\ControlFLASH for 32-bit or C:\Program Files (x86)\ControlFlash for

64-bit

• C:\Users\Public\Downloads\RA0

For best performance, we recommend you not using shared folders on a network, disk root

The Firmware Kit Locations window appears.

3. Click Add.

The Browse for Folder window appears.

4. Select the location to which you saved the module's firmware kits, and

then click OK.

The location is added to the Firmware Kit Locations window.

5. Click OK.

6. In the Catalog Number window, select your module's type, and then

click Next.

24 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

The Select the device to update and click OK window appears.

between upgrade and reinstallation (page 21)".

Updates and application

Chapter 2 Get started

7. Choose the device that you want to update with the firmware, and then

click OK.

The Firmware Revision window appears. The window lists the firmware kits that you have downloaded. The list may differ from what you see on the image above.

8. Choose the revision of the firmware kit and the operation type that you

want to use, and then click Next.

Tip: To learn about differences between upgrade and reinstallation, see "

Differences

The Summary window appears.

9. Click Finish.

10. In the confirmation message, click Yes.

11. In the warning message, click OK.

The process of upgrading or reinstalling the module begins. When the process completes, an update status message appears. It will take the module a couple of minutes to fully initialize. Once the middle LED (STS) is either flashing or solid color, you can log in to the module.

notes

12. Start Data Transfer and Data Collection.

Rockwell Automation provides technical information on the web to assist you

in using its products. Refer to our extensive online Knowledgebase for the

most current information about FactoryTalk Historian ME. Visit

https://rockwellautomation.custhelp.com/ to:

• View technical and application notes.

• Obtain software patches and firmware updates.

• Subscribe to product and service e-mail notifications.

• Ask questions.

For an additional level of technical phone support for installation, configuration, and troubleshooting, we offer TechConnect support programs. For more information, contact your local distributor or Rockwell Automation representative, or visit the Rockwell Automation Technical Support site (http://www.rockwellautomation.com/support/

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 25

Chapter 2 Get started

Set up your ControlLogix

To set up your ControlLogix environment:

environment

1. Set up the ControlLogix chassis.

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

You can connect up to 5 controllers in a single ControlLogix chassis.

3. Power on the system.

4. Configure the ControlLogix device(s).

For details, refer to the ControlLogix Chassis and ControlLogix Controller documentation.

FactoryTalk Historian ME can connect to:

• The controllers in the same chassis in which it is placed.

• The controllers placed in a remote chassis (ControlLogix and

controllers from the CompactLogix 5370 family).

Tip: For more information about the supported controllers refer to FactoryTalk Historian ME Release Notes.

If FactoryTalk Historian ME must connect to data in other chassis hardware such as non-ControlLogix or third-party controllers, you can configure a ControlLogix controller to act as a data concentrator in the same chassis. This controller can then be configured to expose the data from the remote controllers to the FactoryTalk Historian ME. However, it is critical to consider the increased load that an extra data server will introduce in a ControlLogix system when configuring the data collection.

FactoryTalk Historian ME’s data gathering and trending impact on a Logix controller is dependent on the ControlLogix system configuration. This includes the available Logix controller bandwidth as well as the number of tags being trended and the sample period. The Logix controller bandwidth is determined by the controller type, free memory, the system overhead time slice, and user application programs.

Trending is a higher priority task in the Logix controller than user application programs. Trending too many tags at a too low sample period can impact the Logix controller’s ability to execute user application programs and cause task overlaps. When using FactoryTalk Historian ME, you must ensure that there is sufficient Logix controller bandwidth to service trending without negatively impacting user application programs.

26 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Install the module in the

Install FactoryTalk

Chapter 2 Get started

FactoryTalk Historian ME has the following product number: 1756-HIST2G.

chassis

Historian ME Client Tools

The 2G in the part number indicates how much data storage is associated

with the module.

To install the FactoryTalk Historian ME Module, follow the instructions presented in the Installation Instructions for FactoryTalk Historian ME Module.

FactoryTalk Historian ME receives data from the ControlLogix the data collection interface and stores it locally in the module. The module data and system information can be viewed and managed through the FactoryTalk Historian ME web page.

After you install the module, you can log on to FactoryTalk Historian ME web page. See "Log on to FactoryTalk Historian ME (page 42

)" for details.

The FactoryTalk Historian ME Client Tools are a set of the following tools:

• FactoryTalk Historian ME Management

See "Install FactoryTalk Historian ME Management (page 28

)".

• FactoryTalk Historian ME Rule Editor

See "Install FactoryTalk Historian ME Rule Editor (page 30

)".

• FactoryTalk Historian ME Logix Designer Module Profile

See "Install FactoryTalk Historian ME Logix Designer Module Profile (page 31)".

The Client Tools are available on the FactoryTalk Historian ME installation DVD and as a download package on the

Rockwell Automation Product

Compatibility and Download Center) website.

Tip: If you download the Client Tools from the Rockwell Automation Product Compatibility and Download Center website and cannot extract the content of the package, check the length of the path to the directory to which you want to extract the package. If the length of the path to the directory is longer than 116 characters, you will not be able to extract the package to this location.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 27

Chapter 2 Get started

information.

Install FactoryTalk

Historian ME Management

The FactoryTalk Historian ME Management is available on the FactoryTalk

Historian ME Client Tools installation DVD.

Tip: The FactoryTalk Historian ME Management requires FactoryTalk Services Platform version 2.50 (FTSP SR5) or newer to be installed. Refer to FactoryTalk Services Platform documentation for more

The package is installed with the following FactoryTalk Historian components:

• PI Software Development Kit (PI SDK)

• FactoryTalk Historian SE RA Components

• MS Runtime Redistributables

For details on the component versions and supported systems, see the FactoryTalk Historian ME Client Tools Release Notes.

To install FactoryTalk Historian ME Management:

1. Run the FactoryTalk Historian ME Client Tools DVD.

2. On the welcome page of the installation wizard, click Install

FactoryTalk Historian ME Client Tools > Install FactoryTalk Historian ME Management.

The installation wizard appears. If there are any software prerequisites missing from the computer or services that must be stopped, they are listed in red at the bottom of the installation wizard Welcome page. Click Cancel, and then click Finish to exit the wizard, install the prerequisites and/or stop the services, and then start the installation wizard again.

3. On the Welcome... page, click Next.

4. On the License Agreement page, read and accept the terms of the

license agreement, selecting the I accept... option.

5. Click Next.

6. On the Review Component Installation page, review the list of the

components that are already installed and those that will be installed during the installation process.

7. Click Next.

8. On the Destination Drive page, select the drive on which you want to

install the product.

If the space available on the drive is not sufficient for the installation, a warning message will appear below the Installation drive list. In such a case, select another drive or increase the available space on the drive you have originally selected. After you have increased the available space on the selected drive, you can continue with the installation without restarting the installation wizard.

28 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Tip: You can choose the destination drive only if you install a FactoryTalk Historian component on the selected machine for the first time. If there have been any FactoryTalk Historian components installed on the machine before, the Installation drive list will not be available.

9. Click Next.

The Installation Progress page appears. It lists the components that are going to be installed. The status of the installation is displayed in the Status column of the component table.

10. Click Install to start the installation.

If there are any applications, interfaces and/or services that are currently running on the computer and need to be stopped so that you can continue with the installation, a message will appear listing the items to be stopped.

11. Stop the items, and then click Install again.

The following message appears:

12. Click Yes to continue with the installation.

13. Wait until the components are installed.

Chapter 2 Get started

The installation time will vary depending on the number of components being installed and the computer performance. Depending on your security settings, you may be prompted to confirm the installation of individual components. The installation status is displayed below the component table.

14. Identify the computer that hosts the FactoryTalk Directory server.

- If it is the current computer (localhost), click OK.

- If it is a remote computer, point to the proper FactoryTalk Directory computer:

1. In the User name box, type the account username with which you

will log on to the FactoryTalk Directory computer.

2. In the Password box, type the password to the account with which

you will log on to the FactoryTalk Directory computer.

3. Click OK.

The Browse for Computer dialog box appears.

4. Select the machine that hosts the FactoryTalk Directory, and then

click OK.

The name of the machine appears in the FactoryTalk Directory Server Location Utility dialog box.

5. Click OK.

6. In the message box informing you that you will need to restart the

computer, click OK.

7. In the Log On to FactoryTalk (New Server) dialog box, type the user

name and password to the newly selected FactoryTalk Directory machine.

8. Click OK. The system connects to the FactoryTalk Directory server.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 29

Chapter 2 Get started

the Historian suite>\FTHInstallerLogs\<Date and Time of the Installation>

Install FactoryTalk

Historian ME Rule Editor

9. In the message box prompting you to restart the computer, click No.

15. On the Installation Wizard Completed page, click Show the

installation log, if you want to view the installation log after the installation wizard closes.

Tip: The installation log, fth_installer.log, is available in the following location:

C:\Program Files\Rockwell Software\FactoryTalk Historian\Installation Manager\<Name of

If any of the installed components requires rebooting the computer, a relevant message will appear on the installation wizard page, and you will be prompted to restart the machine after the installation wizard closes.

16. Click Finish to exit the installation wizard.

17. Restart the computer.

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.

To install the Rule Editor:

1. Run the FactoryTalk Historian ME Client Tools DVD.

The installation wizard appears.

2. Click Install FactoryTalk Historian ME Client Tools > Install

FactoryTalk Historian ME Rule Editor.

The FactoryTalk Historian ME Rule Editor installation wizard appears.

3. Follow the on-screen instructions to complete the process.

30 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Install FactoryTalk

Historian ME Logix Designer

(Optional) Install

FactoryTalk Historian ME can be configured to communicate with a

ControlLogix controller through the FactoryTalk Historian ME Logix

Designer Module Profile.

Chapter 2 Get started

Module Profile

FactoryTalk Historian SE patch

Tip: Install the Module Profile on the computer with RSLogix 5000 or Studio 5000 installed.

To install the Module Profile:

1. Run the FactoryTalk Historian ME Client Tools DVD.

The installation wizard appears.

2. Click Install FactoryTalk Historian ME Client Tools > Install

FactoryTalk Historian ME Logix Designer Module Profile.

The Logix Designer Module Profile installation wizard appears.

3. Follow the on-screen instructions to complete the process.

If you want to integrate your FactoryTalk Historian ME with FactoryTalk

Historian SE 2.1, you need to install the FactoryTalk Historian SE patch. Once

installed, FactoryTalk Historian ME can work with FactoryTalk Historian SE

to collect, store, analyze, and visualize data using reporting tools such as

time-series trends, bar charts, pie charts, pareto, and tabular trends.

EDS files

The Historian SE patch must be installed on the FactoryTalk Directory and any other computer that will be administering the Historian ME module through the FactoryTalk Administration Console.

The patch is not necessary for machines with FactoryTalk Historian SE 2.2 or newer.

You can download the FactoryTalk Historian SE patch from the Rockwell

Automation Knowledgebase page

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 EDS files for the Historian series A module are located on the FactoryTalk Historian ME installation DVD in the \5.xx.xx-FTHistorianME\EDS folder. The files are currently a part of RSLinx Classic product installation.

The EDS files for the Historian series B module can be downloaded directly from the device. The files will be a part of RSLinx Classic product installation for newer versions of RSLinx Classic.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 31

Chapter 2 Get started

the IP address.

Configure Internet Explorer

for FactoryTalk Historian ME

In this section you will learn how to configure Internet Explorer to work with

FactoryTalk Historian ME websites.

The following browsers are supported:

• Internet Explorer 11

• Internet Explorer 10

The following operating systems are supported:

• Windows 10

• Windows 8

• Windows 7

• Windows Server 2012

• Windows Server 2008

Tip: This section has been prepared assuming that you access the module by typing its IP address in the browser. If you acc ess the module by typing the Fully Qualified Domain Name (FQDN) of the module in the browser, follow the instructions and type the FQDN instead of

Internet Explorer configuration checklist

To configure Internet Explorer to work with FactoryTalk Historian ME

websites, you need to perform the following actions:

• Add the module site to the Local intranet or the Trusted sites security

zone (page 33).

• Enable the Initialize and script ActiveX controls not marked as safe

for scripting option (page 35) for the particular security zone.

• Enable Compatibility View for the module site (page 35).

• Disable Pop-up Blocker for the module site (page 36).

• Disable ActiveX Filtering (page 36).

• Install and/or enable the Microsoft XML DOM Document add-on (page

36).

• Enable TLS (page 37)

• If you are using Internet Explorer 10, perform the following in the F12

developer tools (page 37):

• Select the Script, Pop-Up Blocker, or CSS option on the Disable

menu.

• Clear the Disable images option on the Images menu.

• Clear the Disable cookies option on the Cache menu.

• Install the module certificate in Internet Explorer (page 38

• Clear the browser's cache (page 41).

• Add a registry entry for exporting files to Excel (page 42).

32 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Tip: Internet security is subject to the security policy and it may be changed by the system administrators. The zone that you choose depends on the corporate Internet security policy.

Add the module site to

Local intranet or Trusted

Add the module website to

sites

Chapter 2 Get started

By default, if you visit a website by typing an IP address in the browser, it is

identified as a website in the Internet security zone. Thus, if you open the

FactoryTalk Historian ME client website using the IP address of the module,

the website will be added to the Internet security zone. However, to work

with the FactoryTalk Historian ME client website, you have to change the security zone and add the module website to:

the Local intranet security zone

• The Local intranet security zone (page 33

• The Trusted sites security zone (page 34).

By default, the Local intranet security level is medium-low. The Trusted sites security level is medium.

The medium-low security level is the same as the medium level but without prompts. Use the Local intranet zone if you do not want to be prompted when the content of the page is run.

To add the module website to the Local intranet zone:

1. Open the FactoryTalk Historian ME website using the IP address of

the module.

2. On the Tools menu, click Internet Options.

The Internet Options dialog box appears.

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top menu.

3. Click the Security tab, and then select Local intranet.

4. Click Sites.

The Local intranet dialog box appears.

5. Click Advanced.

The Local intranet dialog box appears.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 33

Chapter 2 Get started

menu.

Add the module website to

6. Verify that in the Add this website to the zone text box there is a URL

of your module site, and then click Add.

The URL of the module website appears in the Websites list. Depending on the security protocol used to communicate with the module, the website URL will be prepended by either the http or the https prefix. You need to add both URLs, starting with http and https prefixes, to the Websites list.

7. In the Add this website to the zone text box, type the IP address of the

module with the prefix other than the one of the URL already added to the Websites list, and then click Add.

Both URLs for the module website appear in the Websites list.

8. Click Close, and then click OK.

the Trusted sites security zone

To add the module website to the Trusted sites zone:

1. Open the FactoryTalk Historian ME website using the IP address of

the module.

2. On the Tools menu, click Internet Options.

The Internet Options dialog box appears.

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top

3. Click the Security tab, and then select Trusted sites.

4. Click Sites.

The Trusted sites dialog box appears.

5. Verify that in the Add this website to the zone text box there is a URL

of your module site, and then click Add.

6. In the Add this website to the zone text box, type the IP address of the

module with the prefix other than the one of the URL already added to the Websites list, and then click Add.

34 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Both URLs for the module website appear in the Websites list.

7. Click Close, and then click OK.

menu.

Tip: If you access the website by typing the hostname or DNS name of the module, make

Enable Active X controls

Enable Compatibility View

Chapter 2 Get started

When you are interacting with the FactoryTalk Historian ME websites, scripts

are run on the page to complete various actions (e.g., uploading a file on the Upload Management page). For this reason, FactoryTalk Historian ME requires that you customize the security level and enable the Initialize and script ActiveX controls not marked as safe for scripting option.

To enable Active X controls:

1. In the Internet Options dialog box, click the Security tab, and then

click Custom level.

The Security Settings dialog box appears.

2. Under Settings, browse to the ActiveX controls and plug-ins node.

3. Under Initialize and script ActiveX controls not marked as safe for

scripting, click Enable, and then click OK.

Tip: See "Appendix 2: Internet Explorer security zone settings" for a list of all security zone settings configured for FactoryTalk Historian ME websites.

4. Click OK.

To enable Compatibility View:

1. Open the FactoryTalk Historian ME website using the IP address of the

module.

2. On the Tools menu, click Compatibility View settings.

The Compatibility View Settings dialog box appears.

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top

3. Verify that in the Add this website text box there is the IP address of

your module site, and then click Add.

sure that they are set in the text box.

4. Click Close.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 35

Chapter 2 Get started

menu.

Disable Pop-up Blocker

Disable ActiveX Filtering

The FactoryTalk Historian ME website requires pop-up windows to display

online help. You must allow the browser to display pop-ups for the module site.

To allow pop-ups in Internet Explorer:

• If a warning message appears informing that Internet Explorer has

blocked a pop-up window, in the Options for this site list, select Always allow.

ActiveX Filtering allows or filters out the ActiveX controls running in the

browser on a website. When you are interacting with the FactoryTalk Historian ME websites, the ActiveX controls are used on the page to complete various actions (e.g., uploading a file on the Upload Management page). For this reason, FactoryTalk Historian ME requires that the controls are not filtered out when you visit the website.

Enable the XML DOM Document add-on

To disable ActiveX Filtering:

• On the Tools menu, verify that the ActiveX Filtering option is cleared.

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top

The FactoryTalk Historian ME website requires the Microsoft XML DOM

Document add-on to communicate with the module and send data. Make

sure that the add-on is installed and enabled.

To enable the XML DOM Document add-on:

1. On the Tools menu, click Manage add-ons.

The Manage Add-ons dialog box appears.

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top

2. Under Microsoft Corporation, verify that all XML DOM Document

add-ons are enabled.

3. If the add-ons are disabled, under Show, select All add-ons.

4. Under Microsoft Corporation, click each XML DOM Document

add-on, and then click Enable.

5. Click Close.

36 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Tip: If the top menu is not visible, press the left Alt key on your keyboard to bring up the top

Enable TLS

Verify the browser

Chapter 2 Get started

The FactoryTalk Historian ME website requires TLS 1.2. Make sure that TLS

1.2 is enabled.

To enable TLS:

1. On the Tools menu, click Internet Options.

The Internet Options dialog box appears.

menu.

2. Click the Advanced tab, and then under Settings select the following

check boxes:

• Use TLS 1.0

• Use TLS 1.1

• Use TLS 1.2

3. For security reasons, clear the following check boxes:

• Use SSL 2.0

• Use SSL 3.0

configuration using the F12 developer tools

4. Click OK.

The F12 developer tools allow you to toggle certain browser features on and

off. These features allow you to properly display the content of the

FactoryTalk Historian ME websites. Verifying the browser configuration

using the developer tools is especially recommended:

• If you are using Internet Explorer 10 or earlier.

• If you are using Windows Server (for more information, see "Appendix

1: Configure Internet Explorer on Windows Server").

To verify the browser configuration using the developer tools:

1. Go to the FactoryTalk Historian ME website, and then press F12.

2. On the Disable menu, make sure that the Script, Pop-Up Blo cker, and

CSS options are cleared.

3. On the Images menu, make sure that the Disable images option is

cleared.

4. On the Cache menu, make sure that the Disable cookies option is

cleared.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 37

Chapter 2 Get started

Install the module

certificate in Internet Explorer

If you are using a secure communication protocol (HTTPS) to communicate

with the FactoryTalk Historian ME websites, you need to install a security

certificate in the browser. For more information on the security settings

available for FactoryTalk Historian ME, see "Manage security (page 141

)".

To install the module certificate in Internet Explorer:

1. Open the FactoryTalk Historian ME website using the HTTPS protocol

and the IP address of the module (e.g., https://10.76.38.162). You should see a screen like the one below because your self-signed certificate is not trusted.

2. Click Continue to this website (not recommended).

The website is loaded and the address bar is shown in red with a "Certificate error" message in the security status bar next to it.

3. Click Certificate error.

The Certificate Invalid message appears.

4. Click View certificates.

The Certificate dialog box appears with information that the website’s certificate is not trusted.

5. Verify the certificate:

• Verify that value in the Issued to field corresponds to your module

IP or hostname.

• Verify the value in the Valid to... field. Check if the certificate has

not expired.

6. If the certificate has not expired, click Install Certificate, and follow

the steps in the Certificate Import Wizard to complete the process.

For details, see "

Install the certificate using the Certificate Import

Wizard (page 39)".

If you do not see the Install Certificate button:

1. Close Internet Explorer.

2. Right click the Internet Explorer icon, and click Run as

administrator.

3. Open the FactoryTalk Historian ME website again, and repeat steps

1-6.

38 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Tip: To show the certificate storage hierarchy and allow you to expand the listed stores,

Authorities, select Local Computer.

Install the certificate using

Chapter 2 Get started

To import the certificate using the Certificate Import Wizard:

the Certificate Import Wizard

1. On the Welcome… page, click Next.

2. Click the Place all certificates in the following store option, and then

click Browse.

The Select Certificate Store dialog box appears.

3. Select Trusted Root Certification Authorities.

select the Show physical stores check box. Then, under Trusted Root Certification

4. Click OK.

5. Verify that the selected certificate store is set to Trusted Root

Certification Authorities, and then click Next.

6. Click Finish.

A warning message appears.

7. Click Yes, and wait for a message informing you that the import was

successful.

8. Click OK to close the message, and then click OK to close the

Certificate dialog box.

9. Exit Internet Explorer.

10. Open the FactoryTalk Historian ME website again.

Verify the certificate

The closed padlock icon next to the address indicates that the certificate is installed properly.

You can verify the current certificate used by FactoryTalk Historian ME

websites in two ways:

• On the security report of the web browser.

It is a recommended method to verify the certificate. This report provides detailed information on both the self-signed certificate and the CA certificate. For details, see "Verify the certificate on the security report (page 40

• On the System Security page of the Historian website.

This page provides basic information about the self-signed certificate only, and does not provide any details on the CA certificate.

• For details, see "Verify the certificate on the System Security page

(page 40)".

)".

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 39

Chapter 2 Get started

"Verify the certificate on the security report (page 40)" of the web browser.

Verify the certificate on the

To verify the certificate details on the security report:

security report

1. Open the FactoryTalk Historian ME website using the IP address of

the module.

2. Click the padlock icon located to the right of the address field in

Internet Explorer.

The Website Identification dialog box appears. This is the security report for the webpage.

3. Click View certificates.

The Certificate dialog box appears.

4. On the General tab, review the following information:

• Issued to

By default, the certificate is issued to IP address of the ME module.

• Issued by

The same as Issued to.

• Valid from - to: The validity date of the certificate.

The certificate is valid for 5 years. On the General tab, only the date (without the time) is displayed. You can see both the date and time on the Details tab. The Valid from value is not only the start date and time of the certificate's validity period, but also the date and time the certificate was created.

Verify the certificate on the System Security page

The date and time changes each time you renew the certificate on the System Security page.

To verify the certificate on the System Security page:

1. Log on to the Historian ME website using your credentials.

2. Click Configure His torian, and then click System Security.

3. Under HTTPS Settings, in the HTTPS certificate type list, select

Self-Signed Certificate.

4. Verify the certificate information.

Tip: For details on the self-signed certificate, or information about the CA certificate, see

40 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Preserve Favorites website data check box.

Clear the browser cache

If you have already been using the FactoryTalk Historian ME websites, some

of their elements (for example, scripts enabling you to perform actions on the page) may be stored in your browser cache. To get the latest version of these elements, you need to clear the browser cache.

You can clear the browser cache manually or automatically.

For details, see:

Chapter 2 Get started

manually

automatically

• "Clear the browser cache manually (page 41

• "Clear the browser cache automatically (page 41)"

To clear the browser cache manually:

1. On the Tools menu, click Delete browsing history.

Tip: Alternatively, you can press Ctrl + Shift + Delete.

The Delete Browsing History dialog box appears.

2. Select the Temporary Internet files and website files check box, and

clear all other check boxes.

Tip: If your FactoryTalk Historian ME site is not added to your Favorites, select the

3. Click Delete, and wait for the confirmation message.

To configure the browser to clear the cache automatically every

time you visit the site:

1. Open Internet Explorer.

2. On the Tools menu, click Internet options.

The Internet Options dialog box appears.

3. On the General tab, click Settings.

The Website Data Settings dialog box appears.

4. On the Temporary Internet Files tab, select the Every time I visit the

webpage option.

5. Click OK.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 41

Chapter 2 Get started

Tip: You have to configure the browser properly to work with the FactoryTalk Historian ME to access the web interface.

Add a registry entry for

Access the FactoryTalk

Log on to FactoryTalk

exporting files to Excel

Historian ME web page

In some versions of Internet Explorer there is an issue when you try to export

a file to Excel on the System Log page of the FactoryTalk Historian ME client

website, and the Save As dialog box does not appear.

To fix this issue, you need to manually add the

[HKEY_CLASSES_ROOT\.cs v] ”Pe rceivedType”=”d ocu ment” registry

value for the .csv document type.

For more information about editing registry entries, refer to Microsoft documentation.

FactoryTalk Historian ME receives data from the ControlLogix through the

data collection interface and stores it locally in the module. The module data

and system information can be viewed and managed through the FactoryTalk

Historian ME web page. The web interface supports multiple layers of firmware applications that are designed to collect data, as well as provide system and module status and statistics.

You can access the FactoryTalk Historian ME web page through a web browser after the installation of the module.

Historian ME

websites. For details, see "Configure Internet Explorer for FactoryTalk Historian ME (page 32)".

Tip: If a large number of tags is being transferred from the controller to the module when the module is going through the initial booting up, please wait about five to ten minutes before trying

To log on to FactoryTalk Historian ME:

1. Open your Internet Explorer browser.

2. In the address bar, type the IP address of FactoryTalk Historian ME,

and then press Enter.

The IP address scrolls across the LED display on the front panel of FactoryTalk Historian ME. The logon page appears.

Tips:

• The default network configuration type is DHCP. If a DHCP server is not available, then the IP

address will not be displayed. You will either need to configure a DHCP server or use RSLinx Classic or the FactoryTalk Historian ME Logix Designer Module Profile to set the IP address. For details, see "Use Studio 5000 Logix Designer Module Profile (page 169

• You can also type the Fully Qualified Domain Name (FQDN) of the FactoryTalk Historian ME

module in the address bar to access the logon page. Type the FQDN in the following format:

For example,

module1.mycompany.com

)".

3. Type the default user name piadmin and leave the password text box

blank.

42 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

piadmin

For details on the user and group security, see "Manage security (page 141)".

Log out of FactoryTalk

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

4. Click Login.

Tip: It is recommended that you change the blank default immediately.

Chapter 2 Get started

piadmin

user password

Historian ME

To log out of FactoryTalk Historian ME:

• Click Logout in the upper right corner of the Historian web page.

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.

It is recommended that every user should log out after every session to prevent unauthorized users from accessing the module without logging into the module.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 43

This item:

Displays:

page is loaded.

collection and data transfer rates.

Chapter 3

View the module information

The module information is displayed on the following pages of the Home tab:

• Status

This page is open by default. See "Status (page 46

• Module Identity

)".

System status

See "Module identity (page 48

)".

• System Utilization

See "System utilization (page 51

)".

• System Statistics

See "System statistics (page 51

)".

Additionally, there is also the System Status (page 45) section in the left bottom corner of every page of the web client.

The system status information appears when you log on to FactoryTalk

Historian ME. It is located in the left bottom corner of every page, and provides the system status information detailed in the table below.

The information is refreshed automatically every 30 seconds.

CPU usage Percentage of the module’s CPU that is being used.

Note: 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 on the System Utilizatio n page (see "System utilization (page 51 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

)"),

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 45

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 the 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

Chapter 3 View the module information

Module information

Status

To open the Status page, click the Home tab.

The page displays the following information:

• Module information

See "Module information (page 46

)".

• System status

See "System status (page 47

)".

• System utilization

See System utilization (page 47

)"".

• Point statistics

See "Point statistics (page 47

)".

In the ControlLogix chassis figure, the location of the Historian module in the chassis slot is marked with green, while the location of the controller with grey.

The Module Information section displays the following information:

This item: Displays:

Name The name of the module.

Firmware Version The version of the firmware.

Current Time The current time of the module.

Up Time The total time the module has been running.

46 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

This item:

Displays:

Point Server

FactoryTalk Historian ME server that manages the archives and provides access

System status

System utilization

Point statistics

Chapter 3 View the module information

The System Status section displays the following information:

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.

Data Transfer Service FactoryTalk Historian ME data transfer subsystem. The status may be Running,

Stopped, or Error.

The System Utilization 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.

The Point Statistics section displays information about points configured on the module in the form of statistics and a pie chart.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 47

Chapter 3 View the module information

Item

Description

rejected by the data server with an error.

Module identity

Review the following for additional information.

Total Points The number of total points on the module.

Total Active Points The number of points actively receiving data.

Incl. Bad Points The number of points out of the Total Active Points which are configured for

collecting data but are not actively receiving it because the point is being

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%.

To open the Module Identity page, click Module Identity on the Home tab.

The page displays the following information:

• Module information

Module information

See "Module information (page 48

• Network settings

See "Network settings (page 49

• Security configuration

See "Security configuration (page 50

• Client connections

See "Client connections (page 50

)".

48 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

This item:

Displays:

Up Time

The total time the module has been running.

This number cannot be changed.

This item:

Displays:

DHCP is the default configuration.

details, see "Configure system settings (page 127)".

Network settings

Chapter 3 View the module information

The Module Information section displays the following information:

Name The name of the module.

To change your module name, click the Advanced tab, and then click System Settings. For details on the module name and information on the impact of changing the module name, see "Change the module name (page 127)" .

Firmware Version The version of the firmware.

Current Time The current time of the module.

To configure time settings, click the Advanced tab, and then click Time Management.

Module Slot Location The location of the module in a slot in the ControlLogix chassis.

Serial Number The serial number of the module.

The Network Settings section displays the following information:

MAC Address The Unique Media Access Control (MAC) address of the module.

This number cannot be changed.

IP Address The Internet Protocol (IP) address of the module.

IP Configuration The Dynamic Host Configuration Protocol (DHCP) or static IP address will display.

Link Status The current connection status of the module's front Ethernet port.

Tip: To change the network settings, click the Advanced tab, and then click System Settings. For

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 49

Chapter 3 View the module information

This item:

Displays:

Security configuration

Client connections

The Security Configuration section displays the following information:

Security Mode The security mode used.

Browser Protocol The browser protocol used.

Tip: For details on changing the security settings, see "Manage security (page 141

)".

The Client Connections section displays the number of clients currently connected to FactoryTalk Historian ME. There may be up to 5 clients connected simultaneously to the Historian module.

The following client applications are supported:

• FactoryTalk VantagePoint

• FactoryTalk VantagePoint EMI

• FactoryTalk Historian DataLink

• FactoryTalk Historian ProcessBook

• FactoryTalk View SE Trending

• FactoryTalk Administration Console

• PI System Management Tools (SMT)

50 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

This item:

Displays:

once the page is loaded.

free, as well as the archive file size.

Choose this option:

To display:

See "Network manager (page 52)".

See "Snapshot and archive (page 53)".

See "Archive files (page 56)".

System utilization

System statistics

Chapter 3 View the module information

To open the System Utilization page, click Sys tem Utilization on the Home tab.

The page displays the following information:

CPU and Processes The current percent of the CPU in use and the processes currently running.

Note: The CPU usage percent listed in the System status section (see "

status (page 47)") 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

RAM The memory usage of the module.

Ethernet Statistics The total amount of data sent and received by the module through the network.

Storage (NAND) 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 of them are

System

To open the System Statistics page, click System Statistics on the Home tab.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 51

Network Manager The network management statistics.

Snapshot and Archive The snapshot and archive statistics.

Archive Files The archive file statistics.

Chapter 3 View the module information

Item

Description

The connection ID. This is the primary key.

The process ID number.

Reg App Name

The registered application name.

Peer Name

The host name of connecting machine.

Peer Address

The IP address of connecting machine.

Net Type

The network type.

ConStatus

The connection status.

Elapsed Time

The amount of time passed.

Bytes Sent

The number of bytes sent.

Msg Recv

The number of messages received.

Errors Recv

The number of errors received.

SDK Count

The number of SDKs.

Server ID

The identification number of the server.

The information available on this page may be helpful when troubleshooting any issues with your module.

Tip: For details on sorting and viewing information in tables, see "Change views (page 67)".

Network manager

Click the Network Manager option to view the current network manager

connection statistics.

The Network Manager section displays the following information:

Path The root directory on the server. This directory is the same for all connections.

Name The connection name.

Reg App Type The registered application type.

Protocol Version The protocol version of connecting application.

52 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Peer Port The port number of connecting machine.

ConType The connection type.

ConTime The time of the connection.

Last Call The time of the last call.

Bytes Recv The number of bytes received.

Msg Sent The number of messages sent.

Errors Sent The number of errors sent.

API Count The number of APIs.

NetMgr Version The number of the network manager version.

Item

Description

Item

Description

53)".

Counter name

Description

point is created and decremented when a point is deleted.

archive.

directly to the archive. This counter shows the number of times this has occurred.

Snapshot and archive

OS Sys Name The operating system name.

OS Node Name The operating system node name.

OS Release The operating system release number.

OS Version The operating system version number.

Machine The system name.

User The user name.

OS User The operating system user name.

Trust The name of the trust connection.

Chapter 3 View the module information

Snapshot and archive

Click the Snapshot and Archive option to view the current FactoryTalk

Historian ME snapshot and archive statistics.

The Snapshot And Archive section displays the following information:

Type The snapshot or archive file type.

Counter The performance counter. For details, see "Snapshot and archive counters (page

Value The current snapshot and/or archive value.

Change The value change between updates.

The following table presents information on snapshot and archive counters.

counters

Point Count The Point Count is the number of points that are currently defined in the Point Database. It is incremented when a

Snapshot Events An "r;event" is the fundamental Historian data element. It represents a value or status of a unique data source at a

Out of Order Snapshot Events Events older than the current Snapshot event are out-of-order events. These events bypass compression and are sent

Snapshots Events Reads Count of all Snapshot reads. This is a simple measurement of how many Snapshot values are read by all applications.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 53

specific time. Specifically an event is a Value, Timestamp, and PointID. Most events come from Historian API- or Historian SDK-based interfaces. The Historian subsystems ("r;Applications" Historian Batch, Historian Performance Equations, Historian Total, and Historian Alarm), as well as manual input and laboratory systems are also event sources.

Every Snapshot event increments the Snapshot Events Counter. The Snapshot Subsystem applies a compression algorithm to every event. The compression algorithm determines if the previous Snapshot event is passed on to the

Chapter 3 View the module information

Counter name

Description

If a point has its Compressing point attribute set to FALSE, all new events are sent to the Archive Subsystem.

same rate as they come in.

(primary queue).

all the events not yet processed by the archive.

count includes delete and edit events.

Out of Order Events

The Archive Subsystem receives events from the Snapshot Subsystem. If the timestamp of the event is older than the

I/O, and archives filling faster than expected.

of order events on the archive.

specified time period. This counter is incremented for each event returned.

Cache Clean

Rate at which archive cache records are removed from memory.

Unflushed Points

Indicates the number of points with any number of events not yet flushed.

Events Sent to Queue Events that pass compression, or are out of order, are sent to the Event Queue, and thus increment this counter.

Under normal operating conditions, this count indicates the number of events that passed the compression test (that is, the events were different from existing events and could not be eliminated) and are being sent to the archive.

The ratio of Snapshot events to Events Sent to Queue is the system aggregate compression ratio. This ratio gives a quick view of overall system compression tuning. Ratios less than 2:1 indicate low compression; a compression tuning evaluation should be performed. Ratios greater than 10:1 indicate over-compression; a compression tuning evaluation should also be performed.

Three Point Database attributes affect compression: CompDev, CompMin, and CompMax. These are known as the compression specifications.

Events in Queue Events passed to the EventQueue are put in the First-In-First-Out order. The Events in Queue

Counter is incremented when the event is put in the Queue; it is decremented when the Archive Subsystem successfully retrieves and processes the event. When the system is shut down, the Event Queue is preserved in the file PI\dat\pimapevq.dat. This assures no data loss when the system shuts down, or when the archive subsystem is not processing events at the

Number of Overflow Queues If the queue PI\dat\pimapevq.dat becomes completely full, a new queue is created. This should not occur under

normal circumstances and this number will be 0. However, if the archive is not processing events, a number of such queues (up to 65536) can be created. This counter shows how many queues were created. These additional queues are automatically deleted after the archive subsystem processes them. Note: When multiple Event Queues exist, the file pimapevq.dat is renamed to pimq0000.dat, and additional queues are named pimq<id>.dat where id is the queue number in hexadecimal representation (from 0000 to FFFF). The piartool &endash;qs command always shows information from the queue to which the Snapshot Subsystem is writing

Total Overflow Events This is the total number of events in all Overflow Queues. The sum of this counter and the Events in Queue counter are

Estimated Remaining Capacity Estimated maximum number of events with the current queue file.

Archived Events The Archived Events counter is incremented for every new event written to the archive (via the archive cache). This

last event in the target record, it is considered an out-of-order event and is added to this counter. Excessive out-of-order events might lead to system problems such as excess processor consumption, excessive disk

Events Cascade Count Out of order events are inserted into the target record. The insert requires moving other events within the record. If

the record is full, one or more events are forced out of the record into the adjacent record. This counter is incremented each time an insertion forces an event out of a record. This counter is an indication of the impact of out

Events Read Number of events read by all applications. For example, a trending application requests an array of events over a

Read Operations Number of archive read requests. Each archive read request increments this counter once, regardless of the number

of events returned.

Cache Record Archive cache records in memory.

Cache Records Created Rate at which archive cache records are created in seconds.

Cache Record Memory Reads Rate of archive cache memory hits in seconds.

Archive Record Disc Reads Rate of archive record disc reads in seconds.

Archive Record Disc Writes Rate of archive record disc writes in seconds.

Unflushed Events Indicates the total number of events not yet flushed to disk.

Point Flush Number of points flushed to disk. Busy points might get flushed several times per cycle.

54 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Counter name

Description

as a Windows Performance Counter.

Note that the Primary Archive will never overwrite itself.

piartool -be

with the piartool -systembackup command.

consumption.

Chapter 3 View the module information

Primary Archive Number 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. The primary number is the internal index number of archive currently assigned to primary position.

Archive Shift Prediction (min) Archive Shift (hr) estimates the predicted time to the next archive shift. Use piartool -al to list the target archive file

for shift. The target archive will be initialized on shift; if it contains data, make sure it is backed up. If this data is required to remain online, a new archive of adequate size should be created and registered. When the current archive is less than 20% full, the estimate is 0. In order to determine whether a zero estimate means the archive is nearly full or not, run piartool -al. The message will tell you if there is not enough data for a prediction. Shift Time: Not enough information for prediction

The shift prediction in piartool -as differs slightly from the one in piartool -al. The piartool -al figure is calculated when called. The piartool -as command shows the latest 10 minutes average. The latter number is availabl e

Archiving Flag Indicates whether or not events may be written to the archive.

A value of 1 indicates that events may be written. A value of 0 indicates that events may not be written. The Archiving Flag is set to 1 when there is a mounted Primary Archive. A Primary Archive may be registered but not mounted, for example during an archive shift. In this case, the Archiving Flag would be set to 0. This flag is also set to 0 when in backup mode. All registered archives may be viewed using piartool -al. The Archive Flag is set to 0 if the Primary Archive becomes full and there is no other archive file available into which to shift.

Archive Backup Flag This flag is set to 1 when the archive is in the backup mode. The value is 0 when the archive is available for normal

access. To enter the backup mode, run the Toe exist the backup mode, run the

piartool -bs command.

command.

Archive Loaded Flag This flag is 1 when a valid primary archive is mounted. It is 0 if the primary archive is not mounted.

Shift or System Backup Flag This flag is 1 when the archive is in the shift mode or the Archive Subsystem has been placed in the backup mode. The

shifts occur automatically or can be forced via the piartool -fs command. System backup mode is entered

Failed Archive Shift Flag Set to 1 when a shift should occur but no shiftable archive exists. Under normal conditions this flag is 0.

Overflow Index Record Number of index records. Index records speed up access to overflow records. Index records are created when two

overflow records for a point are full, and third one is being created. This counter is a measurement of archive file

Overflow Data Record Number of non-primary data records. Each archive has a primary record for each point. When this record is full, data

is written to overflow records. This counter gives a measurement of archive consumption.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 55

Chapter 3 View the module information

Item

Description

Empty - indicates that the archive has no data.

Start Time

The time that data was first written to the archive file.

Backup Time

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

• Mounted

Archive files

Click the Archive Files option to view archived system 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 files stored on FactoryTalk Historian ME are displayed by default when you select the Archive Files option.

The Archive Files section displays the following information:

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

Status The archive status displays one of the following:

• Primary - the archive file that is currently receiving data.

• Has Data - indicates that the archive file contains data and is full.

•

Size (MB) The archive file size in megabytes.

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

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

Last Modified Time The last time and date the archive file was modified.

State The state of the file:

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.

56 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

file has never been backed up.

• Created

• Initialized

• Dismounted

Item

Description

Chapter 3 View the module information

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

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.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 57

Define search criteria

Chapter 4

View data

You can view the following types of data on the pages of the View Data tab:

• Current data

See "View current data (page 62

• Archive data

See "View archive data (page 62

• Trends

See "View trends (page 63

To display data, define your search criteria first. For details, see "Define search

criteria (page 59)".

To export data, see "Export data (page 61)".

To change the way in which the data is displayed, see "Change views (page

67)".

The search rules presented below apply to all the pages on the View Data tab.

)".

To search data:

1. Define your search criteria in the boxes at the top of the page.

2. Click Search.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 59

The information specified in the search criteria is displayed.

Using the asterisk (“*”) in the search boxes

The asterisk that appears in the search boxes functions as a wildcard value. You can use it to:

• Represent a contiguous series of characters (for example: *xxx*, *xxx,

or xxx*).

• Return data that meets all conditions for the given search box.

• Return ALL points in the system. To do so, leave the asterisk in all the

search boxes.

Chapter 4 View data

Point source

Description

Point type

Description

Int32

A 32-bit integer value.

String

A string value.

Option

Description

search conditions.

Option

Description

search conditions.

To define search criteria:

1. In the Point Name box, type the point name criteria such as the full

name, partial name, or wildcard value for the data you would like to search.

2. In the Point Source box, type 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 the following:

FTME The default point source for FactoryTalk Historian ME.

T The Totalizer utility subsystem.

C The Performance Equation subsystem.

3. In the Point Type list, select the point type.

Point types include:

Int16 A 16-bit integer value.

Float16 A 16-bit floating point value.

Float32 A 32-bit floating point value.

Float64 A 64-bit floating point value.

Digital A digital value.

Timestamp A timestamp value.

4. In the Scan Rate list, select a scan rate.

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

5. In the Archiving list, select one of the following options 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

6. In the Scan list, select one of the following options to search for points

with a specific scan bit setting:

60 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

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

7. Click Search to initiate the tag search.

Item

Description

option.

Timestamp

The time that the last value was returned for the specified data point.

Type

The data type for the listed point. If the point is of Boolean or String

Tip: For information on filtering the search results, see "Filter search results data (page 67)". configuration page, Excel generates an ”r;Output exceeds dimension” message.

Export data

Chapter 4 View data

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

Select column check box 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

Name The name of the data point.

Value The most recently returned value of the data point.

type, no check box will be displayed in the Select column.

To clear all your search criteria, click Reset.

You can export all points that are listed in your search results. The data is

exported to a CSV (comma-separated values) document that you can open in Microsoft Excel.

To export data:

1. Find the data that you want to export by defining your search criteria.

For details, see "Define search criteria (page 59

2. Export data:

To export all the data displayed in the search results:

• Click Export.

To export specific data:

• Select a check box in the Select column next to the data row that you

want to export.

• Click Export.

The Save HTML Document dialog box appears.

3. Navigate to the place in which you want to save the file.

If you change the name of the file, make sure to leave the .csv file extension in the File name box. Leave the default settings in the Save as type and Language boxes.

4. Click Save.

Tip: 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)

)".

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 61

Chapter 4 View data

View current data

View archive data

To view data that is currently being collected by FactoryTalk Historian ME,

click the View Data tab, and then click Current Data.

To view current data:

1. Under Current Data, define your search criteria.

For details, see "Define search criteria (page 59

)".

2. Click Search.

The data is displayed in the search results table.

To view archive data in FactoryTalk Historian ME, click the View Data tab,

and then click Archive Data.

The page displays a list of points and the latest value collected for each point.

To view archive data:

1. Under Select Points For Archive Data, define your search criteria.

For details, see "Define search criteria (page 59

2. Click Search.

The data is displayed in the Points table.

3. Under Points, click a point for which you want to view data.

Tip: You can view archive data only for one point at a time.

)".

4. In the Start T ime and End Time boxes, type the start and end time for

which you want to view the data.

For details, see "Set start and end times (page 69

)".

5. Click View.

62 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

View trends

Chapter 4 View data

To view data in trends, click the View Data tab, and then click Trends.

The page allows you to select multiple points and draw a trend chart to view data. Each trend chart provides a visual representation of the data collected over a specific period of time.

To view a trend:

1. Under Select Points For Trend Chart, define your search criteria.

For details, see "Define search criteria (page 59

)".

2. Click Search.

The data is displayed in the Points table.

3. Select check boxes in the Select column next to the points that you

want to present on the trend.

4. (Optional.) In the Start Time and End Time boxes, type the start and

end time for the selected point(s).

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 63

For details, see "Set start and end times (page 69

)".

5. (Optional.) Using the Auto Refresh list, define the frequency with

which the data in the trend will be refreshed (in seconds).

The default value is 1 second.

6. Click .

Chapter 4 View data

the Show Points option due to the large number of points that will be displayed.

The button color changes to grey ( ). The trend is drawn. The data in the trend is being refreshed with the frequency specified in the Auto Refresh list.

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. The numbers on the horizontal axis at the bottom of the chart represent the point timestamps. The numbers on the vertical axis on the left of the chart represent the point values. The small window next to the trend displays the chart in the total time period set by the time parameters.

Display points on the trend

Use the Show Points option to display individual points on the trend.

To display points on the trend:

1. Click .

The button color changes to grey ( ). The data on the trend is no longer refreshed.

2. Select the Show Points option next to the trend.

Individual points are displayed on the trend as small circles.

3. Click .

64 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Tip: If you want to draw a trend chart that consists of high-speed points, avoid selecting

occur until later.

Display the vertical bar on

the trend

Zoom the trend

Chapter 4 View data

Use the Show Vertical Bar option to display a vertical bar across all points on

the X axis. At the bottom of the trend, timestamps will be adjusted when you

click inside the trend and drag the vertical bar across it.

To display the vertical bar on the trend:

1. Click .

The button color changes to grey ( ). The data on the trend is no longer refreshed.

2. Select the Show Vertical Bar option next to the trend.

When you move the mouse pointer over the trend, a vertical bar moves along with the pointer.

3. Click .

Tip: When Daylight Savings Time (DST) occurs, the timestamps displayed will be automatically updated 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

To zoom in on a specific time span for a set of data:

1. Click .

The button color changes to grey ( ). The data on the trend is no longer refreshed.

2. Click and drag the mouse pointer to draw a grey box over the time

span on which you want to zoom in.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 65

Chapter 4 View data

Reset the trend

Remove points from the

3. Release the mouse pointer.

The point data from the time span that you marked with the box appears in the trend. The selected time span is highlighted in the total time period window next to the trend.

To reset the zoomed in trend to the regular view, click Reset or .

trend

To remove a point from the trend:

• In the point list below the trend, clear the check box next to the point

name that you want to remove.

66 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

see increased processor usage due to the sorting.

Change views

Filter search results data

Chapter 4 View data

You can modify how the data is displayed on the Current Data, Archive Data,

and Trends pages by:

• Filtering search results data.

See "Filter search results data (page 67

)".

• Arranging columns.

See "Arranging columns (page 67

)".

• Refreshing views.

See "Refreshing views (page 68

)".

• Setting start and end times.

See "Set start and end times (page 69

)".

To filter search results, select either the All Rows or the Selected Rows option.

Your filter selection will apply to all the pages on the View Data tab.

If you select the Selected Rows option, all the data that you have searched and selected with check boxes on any of the View Data tab pages will be listed in the search results table.

For example, if you have selected the page, and then the

int32tag999 point on the Trends page, both points will

MonitorTag point on the Current Data

be listed in the search results table when you click the All Rows option on any page on the View Data tab.

Arrange columns

To reset the search boxes to their default settings and clear the row selection check boxes, click Reset.

Use the following options to arrange columns and their content.

To change the sorting order in a column:

1. Move the mouse pointer over a column heading.

An arrow at the top of the column heading indicates its current sorting order:

The sorting order is ascending.

The sorting order is descending.

2. Click the column heading to change the sorting order.

Tip: To reduce the load on the FactoryTalk Historian ME processor, sorting occurs on the client computer. If you are monitoring your processor through the task manager, you may

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 67

Chapter 4 View data

Refresh views

To select columns to display:

1. Move the mouse pointer over a column heading.

A down arrow appears next to the heading.

2. Click the arrow to list available table columns.

• To add a column to the table, select the check box next to the column

that you want to add.

• To remove a column from the table, clear the check box next to the

column that you want to remove.

You can refresh the content of the search results table either manually or

automatically.

To refresh the search results table manually:

• Click Search.

To refresh the search results table automatically:

Below the table, in the Auto Refresh box, type a refresh interval in seconds.

When using the Auto Refresh option, note the following:

• It is recommended that you turn off the option if you do not need it.

• Display the minimum amount of data necessary to reduce the memory

consumption.

• Choose the refresh rate prudently. The faster the auto refresh

frequency is, the more memory it consumes.

• Turn the auto refresh option off before closing the Internet browser or

opening another page to release the memory that was being used.

68 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

This expression:

Means:

Yesterday at midnight (00:00:00).

+45m

The future 45 minutes.

25 8

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

sat-1m

11:59:00 p.m. last Friday.

Set start and end times

Chapter 4 View data

The start and end times are set with relation to the time on the client

computer.

The default start time is two minutes before the current time on the client computer. The default end time is the current time on the client computer.

You can use the following expressions to set time:

* The current time.

t Today at midnight (00:00:00).

t 15:00:00 Today at 3:00:00 pm.

y 15:00:00 Yesterday at 3:00:00 pm.

-60s The past 60 seconds.

-5h The past 5 hours.

-3d The past 3 days.

sun The most recent Sunday at midnight (00:00:00).

Bad quality data

25 8:10 08:10 on the 25th of the current month.

06-dec-08 15:00:00 3:00:00 p.m. on December 6, 2008.

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

FactoryTalk Historian ME tracks data quality during the data collection and

the data transfer. It may happen that data is of bad quality (e.g., if the controller loses its connection to the FactoryTalk Historian ME, or if a running tag is removed from the controller but not from FactoryTalk Historian ME).

Bad quality data is displayed in the point list with the Bad_Quality value.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 69

Recommendations related

Manage points

In this section you will learn about the following:

Chapter 5

to managing points

Recommendations related to managing points (page 71

Add points using the Add Points Wizard page (page 72)

Add points using the Add Individual Points page (page 76)

Manage individual points using the Edit Points page (page 77)

Define point attributes (page 79)

Configure scan types (page 84)

Configure Trigger Input and Output points (page 85)

Manage shortcuts (page 90)

Use scan classes (page 94)

When managing points, pay attention to the following recommendations:

• Always stop the data collection before you intend to change the

Historian configuration or manage points either in the Historian web client or the System Management Tools of FactoryTalk Historian SE.

• Make sure that you 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 the point configuration is changed you should expect data

interruption.

)

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 71

Chapter 5 Manage points

IMPORTANT

Add points using the Add Discover tags

Points Wizard page

You can use the Add Points Wizard page to add multiple points to your

Historian module.

The process consists of the following steps:

1. Discover tags (page 72

2. Create points (page 74).

3. Review results (page 75).

This is the step 1 of adding points using the Add Points Wizard

Stop the data collection before adding and creating points to ensure minimal impact on the Logix controller memory.

To discover tags:

1. Click Manage Points.

The Add Points Wizard page appears.

2. In the Rule File list, do either of the following:

• To discover specific tags, select a file with tag discovery rules. The

default is ADDefault.xml.

To view the content of the file, click next to the list. For details on defining rules, see "Define point discovery rules (

157)".

page

• To discover all tags from Logix controllers, select None.

Rule files are managed through the Rul e Ed itor . For details, see "

the Rule Editor (page 155)".

Since the search only applies to the cached information of the web client, it is limited to the first 2000 tags from a single controller. If you want to browse for more tags, change the tag point discovery limit in the point discovery rule file. For details, see "

Define point discovery

rules (page 157)".

3. In the Tag File list, select a tag attribute file. The default is

FTHMETagDefault.xml.

The tag attribute file defines the attributes of the points to be created. To view the content of the file, click next to the list. Rule files are managed through the Rul e Ed itor . For details, see "

the Rule Editor (page 155)".

4. In the Scan Rate list, do either of the following:

• The scan rate defines how frequently the data is collected.

If you want to set a global scan rate, select a value in seconds. Points with invalid scan rates will not be created.

Use

72 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

For this scan type:

Use this scan rate:

• For details on uploading the files, see "Upload files to the module (page 129)".

Chapter 5 Manage points

The valid scan rates are the following:

• Advised

• Polled

• High-speed Equal to or greater than 0.01 seconds, and equal to or less

Equal to or greater than 0.5 seconds.

than 0.5 seconds.

The maximum number of events per second is 2500. For the data collection rates slower than 500 ms, use Polled and Advised tags.

• If you use multiple tag attribute files that define different scan

rates, and you want to use these scan rates rather than a global one, select default.

5. In the Start Search In list, select a check box next to each controller

that you want to search.

The list contains all online controllers from the same chassis. FactoryTalk Historian ME supports the data collection from a maximum of four controllers.

6. Click Sho w Ta gs in the right bottom corner of the page.

If the button is disabled, check whether:

• The selected rule file is valid.

• The selected tag file is valid.

• You have selected at least one connector to search.

Tips:

• For details on creating and editing rule and tag files, see "Use the Rule Editor (page 155

)".

The discovered tags are listed on the Create Points wizard page. The process of retrieving data from a controller is indicated with a message similar to the following:

INFO: Retrieving data from JCWStandard2500_1_6

If the number of available points has exceeded the discovery tag limit defined in the rule file, the following message appears:

WARNING: You have reached the maximum number of points that can be create d.

The search results are displayed in the table below the search boxes. By default, all the points displayed in the table are selected. The number of selected points is provided in the Selected Points box below the table.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 73

Chapter 5 Manage points

Discover tags wizard page (See "Discover tags (page 72)").

Discover Tags wizard page.

Create points

This is the step 2 of adding points using the Add Points Wizard

Tip: You can create a maximum of 2500 data points per Historian module.

To create points:

1. Among the discovered tags, search those that you want to use to create

points:

1. In the Name box, type a name of the tag.

The * symbol displays all the tags.

2. In the Controller list, select the controller from which you want to

filter tags.

3. In the Type list, select the type of the tag.

The * symbol displays all the tag types.

4. Click Search.

The search results are refined based on the search criteria that you have selected.

2. Select the tags that you want to use to create points.

• To select all the tags in the search results table, select the All/None

check box below the table.

• To select no tags from the search results table, clear the All/None

check box below the table.

3. (Optional). Change the scan rate of the selected tags:

1. In the list, select a new scan rate.

2. Click Change Scan Rate.

Tip: This setting will override the scan rate setting that you have defined on the

4. Click Create, and confirm your action in the message box that appears.

The result of the point creation process is displayed on the Review Result wizard page. If you have selected more than 2500 tags, the Create button will not be available. To make it available again, reduce the number of selected tags to less than 2501.

Tip: If you want to restart creating points with the Add Points W izard, click Restart Wizard, and confirm your action in the message box that appears. You will return to the

74 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

ocessingForPolledAndAdvised() dropped future event

09 00:37:03.89001

with timeDelta=549754

Review results

Chapter 5 Manage points

This is the step 3 of adding points using the Add Points Wizard

The Review Result wizard page contains information on the points that have been processed.

The page contains the following information on points:

• The number of points that were created based on the tags that you

have selected on the Create points wizard page (See "Create points (page 74)").

• The number of points that were not created because of either of the

following reasons:

• A specific point already exists in the archive.

• An error occurred.

For details, see "System log related issues (page 136

)".

• The total number of points in the module, including the newly created

ones.

The points that have not been created are listed in the Points No t Created table, along with an explanation for the point creation failure.

Once you finalize the data point creation, restart the data collection by clicking Restart Data Collection. The process may take several minutes.

Tip: If the FactoryTalk Historian ME Module receives an event with a timestamp 10 minutes or more into the future, it will discard that event and log an error message in the system log as follows:

[ERROR] TagProce ssingForPolledA ndAdvised() droppe d future event for point<ID> with <timestamp> with timeDelta=<number of seconds into future>

For example:

6-Oct-09 15:54:29 Data Collection [ERROR] TagPr

for point 450 with timestamp 13-Oct-

Note that if the data transfer service is in the auto transfer mode, it may continue running. If the auto transfer mode is not enabled, you must manually select points to transfer, and then restart the data transfer service.

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 75

Chapter 5 Manage points

For this scan type:

Use this scan rate:

Advised

Equal to or greater than 0.5 seconds.

High-speed

Equal to or greater than 0.01 seconds, and equal to or less

Add points using the Add

To add points using the Add Individual Points page:

Individual Points page

1. Click Manage Points, and then click Add Individual Points.

The Add Individual Points page appears.

2. In the Tag File list, select a tag attribute file. The default is

FTHMETagDefault.xml.

the Rule Editor (page 155)".

3. In the Scan Rate list, do either of the following:

• If you want to set a global scan rate, select a value in seconds.

The scan rate defines how frequently the data is collected. Points with invalid scan rates will not be created. For tags, the maximum number of events per second is 2500. For the data collection rates slower than 500ms, use Polled and Advised tags. The valid scan rates are the following:

•

• Polled

•

than 0.5 seconds.

Use

• If you use multiple tag attribute files that define different scan rates

and you want to use these scan rates rather than a global one, select default.

4. Under Folders, expand the tree and select the controller from which

you want to use tags.

The controller's tags are displayed under Contents. To refresh the list of the controllers, click Refresh.

5. (Optional.) To further filter the tag search results, filter the tags using

the Tag Filter box below Fo lders:

• In the Tag Filter box, type a tag name or a part of a tag name with *,

and then press Enter.

The tags that are displayed under Contents are filtered using the filter criteria that you have specified in the Tag Filter box. To display all the tags again with no filter applied, type * in the Tag Filter box, and then press Enter.

6. Under Contents, select the tags that you want to use to create points.

To select all the tags, select the All/None check box below Contents.

7. Click Add Tag(s) to List.

76 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

The tags that you have selected are listed in the Selected Tags table.

Manage individual points

Chapter 5 Manage points

8. Click Create, and confirm the action in the message box that appears.

The points are created. The following information is displayed:

• The number of points that were created based on the tags that you

have selected.

• The number of points that were not created because of either of the

following reasons:

• A specific point already exists in the archive.

• An error occurred.

using the Edit Points page

Create points

For details, see "System log related issues (page 136

)".

• The total number of points in the module, including the newly

created ones.

The points that have not been created are listed in the Points Not Created table, along with an explanation for the point creation failure.

Once you finalize the data point creation, restart the data collection by clicking Restart Data Collection. The process may take several minutes.

You can perform the following actions on individual points using the Edit

Points page:

• Create points (page 77

)

• Edit points (page 78)

• Rename points (page 78)

• Delete points (page 79)

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 77

To create points:

1. Click Manage Points, and then click Edit Points.

The Edit Points page appears.

2. At the bottom of the page, click New.

3. The Point Property page appears.

4. Fill in the point attributes.

For details, see "Define point attributes (page 79

5. Click Save.

If the data transfer service is set to the auto transfer mode, the new points will be created with the new tag names automatically. Otherwise, you need to add the new points to the data transfer manually.

)".

Chapter 5 Manage points

Edit points

Rename points

To add new points to the data transfer:

1. Click Configure Historian, and then click Data Transfer Points.

The Data Transfer Points page appears.

2. Using the search boxes, find the points that you want to add to the data

transfer.

3. In the search results table, select the points that you want to add to the

data transfer.

4. Click Save.

5. In the left pane of the window, click Data Transfer.

6. Restart the data transfer service.

To edit points:

1. Click Manage Points, and then click Edit Points.

The Edit Points page appears.

2. Using the search boxes, set your point search criteria, and then click

Search.

3. In the search results table, click the point that you want to edit, and

then click Edit.

The Point Property page appears.

4. Change the point attributes.

For details, see "Define point attributes (page 79

)".

If you want to cancel your changes and bring back the original attributes of the point, click Reset.

Tip: Resetting will not work after you save the changes using the Save button.

5. Click Save.

To rename points:

1. Click Manage Points, and then click Edit Points.

The Edit Points page appears.

78 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

2. Using the search boxes, set your point search criteria, and then click

Search.

3. In the search results table, click the point that you want to edit, and

then click Rename.

The Point Property page appears.

4. Change the point name.

Delete points

Define point attributes

Chapter 5 Manage points

If you want to cancel your changes and bring back the original attributes of the point, click Reset.

Tip: Resetting will not work after you save the changes using the Save button.

5. Click Save.

To delete points:

1. Click Manage Points, and then click Edit Points.

The Edit Points page appears.

2. Using the search boxes, set your point search criteria, and then click

Search.

3. In the search results table, click the point that you want to edit, and

then click Delete.

4. The Point Property page appears.

5. Confirm the message.

Point attributes tell FactoryTalk Historian ME how and when the server

should collect data from a particular data source. They contain the following information:

• The location of the data source.

• The frequency with which the server should get new values from the

data source.

• The value that the server can ignore.

• The data that is valid.

In the Historian web client, the point attributes are presented in the following groups:

• General (page 80

)

• Exception filtering (page 82)

• Compression filtering (page 83)

• Snapshot value (page 83)

Rockwell Automation Publication 1756-UM106F-EN-E - February 2021 79

Chapter 5 Manage points

Use this attribute:

To:

• The following characters: * ' ? ; : { } [ ] | \ / ( ) ` "

Extended Description

Specify a relevant expression or a tag name. For details, see "Configure Trigger Input and Output points (page 85)".

Use this attribute only with trigger input and output points.

Instrument Tag

Provide a full path to the controller and the tag from which the data is coming. If you replace the controller with a different one

Use this attribute only with the Trigger Input or Output tags.

General

The General group contains the following point attributes:

Name Name the point, following these rules:

• The name must be unique.

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

• The name must not contain:

• Control characters (such as line feeds or tabs).

Descriptor Type a basic description of the point. The description will be displayed in client applications and user reports.

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. Use the following format of the path:

[<controllerprojectname>_1_<controllerslotnumber>][<controllertag name>]

When a source tag receives events from the controller, the tag that you set in this attribute reads (or writes back) events from the controller.

Notes:

• It is recommended that you do not change the tag name in the attribute, since it may make the tag invalid, and make it stop

• If the full path points to a controller in a remote chassis, and the tag from which data is coming is a high-speed or an output

Source Tag Type the trigger tag name. If you type a tag name, 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 you will not be able to save the point.

collecting data.

tag, the configuration will not be supported.

Type Set the data type of the point values. When you change the point type, the archive subsystem closes the current archive record,

and starts 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.

Choose from the following:

• Int16

For points whose values are 16-bit integers.

• Int32

For points whose values are 32-bit integers.

• Float16

For points whose values are 16-bit floating point values.

• Float32

For points whose values are 32-bit floating point values.

• Float64

For points whose values are 64-bit floating point values.

• String

Used to store string data up to 1000 characters. Note: Strings are not supported for the high-speed data collection.

• Digital

For points whose values can only be one of several discrete states, such as ON/OFF. You can define digital set contents.

• Timestamp

For points whose values are timestamps.

80 Rockwell Automation Publication 1756-UM106F-EN-E - February 2021

Use this attribute:

To:

This attribute only appears if the point is of type digital.

Note: For details, see "Configure scan types (page 84)".

source to FHTME.

non-numeric points.

Chapter 5 Manage points

Digital Set Select the type of the digital set for the point.

Choose from the following:

• SYSTEM

• BatchAct

• Phases

• Modes

• RABoolean

Use the System Management Tools of FactoryTalk Historian SE to create additional digital sets. For more information, refer to the

PI Data Archive 2015 R2 Introduction to System Management Guide.pdf

Scan Type Determine the scan type for the point.

Choose from the following:

• Polled

• Advised

• Trigger Input

• Output

• High-speed

Scan On Identify active tags. The active tags are updated. If you want a point to be the active point, set this attribute to On and the point

Typical Value Type a reasonable value for a point.

For a numeric tag, it must be greater than or equal to the value of the Zero attribute, and lower than or equal to the sum of the Zero and Span attribute values. The typical value range is between 0 and 100. The typical value range for the points of type Digital is between 0 and 1.

Point Source Identify the interface to which the point belongs.

When you configure an interface, you specify a point source for the interface. All the points that belong to the 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.

• C, for the Performance Equation tags.

Scan Rate Set the period of time in seconds, which tells FactoryTalk Historian ME how often to collect the data.

For the Trigger Input and Output scan types, it is recommended that the scan rate be defined as two seconds or longer. For details, see "Use scan classes (page 94)".

Span Value Set the difference between the top and the bottom of the range.

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This attribute is required for all numeric data type points. For Float16 point types, the Span value is used with the Zero value for scaling values in the archive. The Span property must be a positive value. If the value for a Float16 point type is greater than the top of the range, it is recorded in the archive as Over Range. For other point types, the Zero and Span values do not affect the values recorded in the archive. The Span property is also used when defining a FactoryTalk Historian ProcessBook trend with a vertical scale of database. This attribute is not used for

Chapter 5 Manage points

Use this attribute:

To:

Exception filtering

Zero Value Type the lowest value possible.

This attribute is required for all numeric data type points. It does not have to be the same as the instrument zero, but that is usually a logical choice. The zero value range is between 0 and 100.

The exception reporting information determines when to send data to the

snapshot subsystem.

The Exception Filtering group contains the following point attributes:

• Exception Min

This value specifies the minimum time span between the exceptions. The default value is 0 seconds.

• Exception Max

This value specifies the maximum time span between the exceptions. The default value is 10 minutes.

• Exception Deviation

This value specifies how much a point value must change before a new value is reported. The default value is 0.25 engineering units.

The following are value ranges that you can use to specify parameter values:

• The range of Exception Min Day and Exception Max Day is between 0

and 100.

• The range of Exception Min Hr and Exception Max Hr is between 0

and 15.

• The range of Exception Min Min and Exception Max Min is between 0

and 59.

• The range of Exception Min Sec and Exception Max Sec is between 0

and 59.

• The Exception Deviation range is between 0 and 100.

Tip: For details on the exception filtering configuration, see "Exception filtering (page 103)".

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Use this attribute:

To:

If the compression is deactivated, all values sent to the snapshot subsystem are saved in the archive.

should equal 0.

Compression Max

Set a value indicating that events are archived when the elapsed time is greater than the maximum time.

filters events that are externally generated.

Use this attribute:

To:

Compression filtering

Chapter 5 Manage points

When a new snapshot arrives, the previous one is evaluated according to the

compression information to check whether it is a significant event. If so, it is sent to the event queue. Otherwise it is discarded. The result is that only significant data is written to the archive. This process is called compression.

The Compression filtering group contains the following point attributes:

Compression On Activate the compression for the point.

The compression should be activated for all real-time points in the system.

Compression Min Set a value indicating that events are archived when 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. Compression Minimum sets a minimum limit on the time between events in the archive. Typically, the minimal compression

Compression Maximum sets a maximum limit on the time between events in the archive. 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 value. Under no circumstances does this cause the FactoryTalk Historian ME server to generate events; it only

Compression Deviation Set a value for the compression deviation.

If you set the value too low, too little compression is imposed on data and lot of space is wasted in the archive. If you set the value too high, you may lose important data. For most flows, pressures, and levels, use a deviation of 1% or 2% span. For temperatures, the deviation should usually be one

or two degrees.

The following are value ranges that you can use to specify parameter values:

• The Compression Deviation range is between 0 and 100.

• The range of Compression Min Day and Compression Max Day is

between 0 and 100.

• The range of Compression Min Hr and Compression Max Hr is

between 0 and 23.

• The range of Compression Min Min and Compression Max Min is

between 0 and 59.

• The range of Compression Min Sec and Compression Max Sec is

between 0 and 59.

Snapshot value

The Snapshot value group contains the following point attributes:

Value View the current value of the tag, which is based on the tag type.

Timestamp View the current time and date of the current tag value.

These attributes do not contain any data when you are creating a new point.

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Chapter 5 Manage points

Scan type

Description

If you need data collection rates faster than 0.5 seconds, use high-speed tags.

Trigger Input

Triggered input tags are used to collect a data point after a particular triggering event has occurred.

For details, see "Configuration example: Trigger Input points (page 87)".

For details, see Configuration example: Output points (page 89)".

created with a scan rate faster than 500ms.

Configure scan types

The points are collected based on the scan type and scan rate. You must

ensure that the scan types and scan rates are correctly configured for the data collection service.

When you add points using the Add Points Wizard page (see "

Add points using the Add Points Wizard page (page 72)"), make sure to set the correct

scan type in the rule file.

When you create individual points manually (see "Create points (page 77)"), make sure to set the correct scan type in the point attributes.

The following scan types are available:

Polled Polled tags are scanned and the data event (with a value and a timestamp) is sent to the local FactoryTalk Historian ME server

at the specified scan time interval. Usually, 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. Usually, advised tags are intended for scan rates greater than 0.5 seconds. A point will not be put on scan if it is configured at a rate faster than 0.5 seconds.

Use this scan type for trigger input tags.

Output Triggered output tags are used to output (write-back) a data point to a controller after a particular triggering event has

occurred. Output scan types are not supported for tags created from shortcuts pointing to remote controllers.

High-speed High-speed tags are scanned and the data event (with a value and a timestamp) is logged at the specified scan time interval.

Usually, high-speed tags are intended for fast data collection speeds with scan rates of 10 ms. A point will not be put 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

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IMPORTANT

Since the output tag values reach the controller with variable latency, they cannot be

monitoring purposes only.

Configure Trigger Input and

Output points

Chapter 5 Manage points

Trigger Input points (tags) are points for which data flows from a controller to the FactoryTalk Historian ME archive. For Trigger Input points, you need to configure separate trigger points.

Output p oints (tags) are points for which data flows 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.

used for applications requiring real-time update. The output tags are meant for

The following diagram illustrates the data flow of the trigger mechanism for Trigger Input and Output points:

When you configure the Trigger Input or Output points, pay attention to the following:

• The scan rate is not applicable to the Trigger Input point.

• Set the Scan On attribute to On.

• Put trigger names in single quotes.

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Chapter 5 Manage points

This variable:

Is:

<trigger_tag_name>

Keyword

Trigger condition

This condition triggers an event on:

Example

Configure Trigger Input

points

You can associate an Input point with a trigger point by defining the Extended Description attribute of the Input point using the following expression:

Where:

Either of the following:

• TRIG

• EVENT

Note: The keywords must be written in uppercase.

The name of the trigger point.

Any of the following:

• Any

• Anychange

• Nonzero

• Decrement

• Increment

Note: The condition names are case-sensitive.

TRIG Any - -

EVENT Any - -

Nonzero Any non-zero value. An event is triggered on a value change from “Pt Created”

Anychange Any change as long as the value of the current event is

Increment Any increase in the value. An event is triggered on a value change from 0 to 1.

Decrement Any decrease in the value. An event is triggered on a value change from 1 to 0.

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Any scan tag that is referenced in the Extended Description or Scan Tag point attributes must not be high-speed or have a scan rate higher than 1 second. Otherwise, the module will generate an error and you will not be able to save your point.

If you provide an expression in the Extended Description point attribute, the point for which you have defined it is considered by the system to be trigger-based rather than scan-based. As a result, an input is triggered when a new value is sent to the snapshot of the trigger point.

The TRIG keyword in the expression does not require any condition. Its default condition is Any and you cannot change it.

The EVENT keyword requires a trigger condition to function properly. If you use multiple trigger definitions, you can separate them with a space, a comma, or a semicolon.

The following table lists the two keywords and their possible values.

to 1 but it is not triggered on a value change from 1 to “bad Input”.

An event is triggered on a value change from 0 to “bad

different from the value of the previous event.

Input” or from “bad Input” to 0.

Configuration example:

Trigger Input points

Trigger Input point

Trigger Input point with the TRIG keyword

Chapter 5 Manage points

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Trigger Input point with the EVENT keyword and the Increment

condition

Chapter 5 Manage points

IMPORTANT

monitoring purposes only.

Configure Output points

Since the output tag values reach the controller with variable latency, they cannot be used for applications requiring real-time update. The output tags are meant for

You can trigger Output points in the following 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 point source. The point type of the trigger point and the point type of the Output point may differ. You can associate an Output point with a trigger point by setting the Source Tag attribute of the Output point to be the same as the tag name of the trigger point. Any scan tag that is referenced in the Extended Description or Scan Tag attributes must not be high-speed or have a scan rate higher than 1 second. Otherwise, the module will generate an error and you will not be able to save your point. 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 one 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 does not need to be different from the previous one to trigger an output, but the timestamp of the new value must be more recent than the previous value.

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Configuration example:

Output points

Output point

Triggered Output point with the TRIG keyword

Chapter 5 Manage points

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Triggered Output point with the EVENT keyword and the Anychange

condition

Chapter 5 Manage points

Tip: All actions performed on shortcuts are logged. You can view the logged information under Advanced > System Log.

Manage shortcuts

Create shortcuts to the

Shortcuts are user-defined names for connections with controllers located in a local or remote chassis. A shortcut additionally contains the CIP path to a

controller in a chassis.

You can use shortcuts to:

• Assign meaningful names to controller connections.

• Search for data points in the Add Points Wizard and on the Add

Individual Points page.

In FactoryTalk Historian ME, you can perform the following actions on shortcuts:

local chassis

• Create shortcuts to the local chassis (page 90

)

• Create shortcuts to a remote controller (page 91)

• Edit shortcuts (page 92)

• Delete shortcuts (page 93)

When creating local shortcuts, take into consideration the following points:

• You can create up to 5 shortcuts to the local chassis.

• The shortcut paths must be unique. This means that each shortcut

must point to a different controller or have a different CIP path.

• If you create a shortcut to a controller which is used for time

synchronization, the time will no longer be synchronized with this controller after you save your changes.

This is because adding a shortcut to a controller changes the name structure of the tags from the controller, which means previously defined tags will be disabled. For details, see "Tag naming conventions (page 94)".

• If you create a shortcut to a controller which is used for collecting data,

the data will no longer be collected from this controller after you save your changes.

• Creating shortcuts to local controllers is optional.

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at the top of the page.

Create shortcuts to a

Chapter 5 Manage points

To create a shortcut to the local chassis:

1. Click Manage Points, and then click Manage Shortcuts.

2. Click Add.

3. Select the controller to which you want to create a shortcut.

Alternatively, select the Add the shortcut using a CIP path instead option, and type the CIP path to the controller.

4. Type the name of the shortcut.

When typing the name, take into consideration the following points:

• The name can contain only the characters a-z, A-Z, 0-9 and an

underscore.

Tip: To learn about the convention of naming tags added to the Historian module using the shortcuts, see "Tag naming conventions (page 94)".

• The maximum length of the name is 40 characters.

Tip: To minimize the complexity of tag names, we recommend that you keep the shortcut names short.

• The name must start with a letter or an underscore.

• The name cannot contain two underscores side by side, or an

underscore with a number at the end of the name (e.g., shortcut_12).

• The shortcut name must be unique.

remote controller

5. Click Save.

The shortcut is added to the shortcut table.

Tip: If any error occurs when creating the shortcut, it is indicated with a message displayed

When creating shortcuts to remote controllers, take into consideration the following points:

• The remote controller should be located in a local area network (LAN)

rather than a wide area network (WAN) or a low-speed network.

• You can create up to 5 shortcuts to remote controllers.

• The shortcut paths must be unique. This means that each shortcut

must point to a different controller or have a different CIP path.

To create a shortcut to a remote controller:

1. Click Manage Points, and then click Manage Shortcuts.

2. Click Add.

3. Under Add New Shortcut, click Remote controller.

4. Select a local communication module.

5. Type the IP address of a remote communication module, and then

click Load Controllers.

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Controllers will not be loaded if:

• The IP address is incorrect.

Chapter 5 Manage points

Notes.

the shortcuts, see "Tag naming conventions (page 94)".

Tip: If any error occurs when creating the shortcut, it is indicated with a message displayed

Edit shortcuts

• There are no supported controllers detected in the remote chassis.

Tip: For a list of supported controllers, refer to the FactoryTalk Historian ME Release

6. Select the remote controller to which you want to create the shortcut.

Alternatively, select the Add the shortcut using a CIP path instead option, and type the CIP path to the controller.

7. Type the name of the shortcut.

When typing the name, take into consideration the following points:

• The name can contain only the characters a-z, A-Z, 0-9 and an

underscore.

Tip: To learn about the convention of naming tags added to the Historian module using

• The maximum length of the name is 40 characters.

Tip: To minimize the complexity of tag names, we recommend that you keep the shortcut names short.

• The name must start with a letter or an underscore.

• The name cannot contain two underscores side by side, or an

underscore with a number at the end of the name (e.g., shortcut_12).

• The shortcut name must be unique.

8. Click Save.

The shortcut is added to the shortcut table.

at the top of the page.

To edit a shortcut:

1. Click Manage Points, and then click Manage Shortcuts.

2. In the table, click the shortcut that you want to edit, and then click

Edit.

3. Under Edit Shortcut, make your changes to the shortcut.

Tips:

• You can make all the changes to the shortcut except for changing its name.

• If any change to the shortcut might result in a change in the functionality of time

synchronization or data collection, you will be prompted for confirmation.

4. Click Save.

When editing shortcuts, take into consideration the following points:

• If you select a new controller from the list and that controller is already

used for time synchronization, the time will no longer be synchronized with this controller after you save your changes to the shortcut.

This is because adding a shortcut to a controller changes the name structure of the tags from the controller, which means previously

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synchronization or data collection, you will be prompted for confirmation.

Chapter 5 Manage points

defined tags will be disabled. For details, see "Tag naming conventions (page 94)".

• If you select a new controller from the list and that controller is used

for collecting data, the data will no longer be collected from this controller after you save your changes to the shortcut.

• If you change the type of a local shortcut used for time synchronization

to remote, the time will no longer be synchronized after you save your changes.

• If you edit a shortcut used for time synchronization and change the

controller to a different one, the time synchronization may be broken. To correct the time synchronization, you may have to restart the module.

Delete shortcuts

To delete a shortcut:

1. Click Manage Points, and then click Manage Shortcuts.

2. In the table, click the shortcut that you want to delete, and then click

Delete.

If you want to delete the shortcut, click OK. Otherwise, click Cancel.

Tip: If deleting the shortcut might result in a change in the functionality of time

When deleting shortcuts, take into consideration the following points:

• If you delete a shortcut used for time synchronization, the time will no

longer be synchronized after you save your changes.

• If you delete a shortcut used for collecting data, the data will no longer

be collected from this shortcut after you save your changes. However, the data will be collected from the controller used in this shortcut if data points were defined for the controller before the shortcut was created.

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Chapter 5 Manage points

Tag naming conventions

Edit scan classes

Tag names are created following certain conventions that depend on whether a tag has been added to the Historian module from a controller for which

there exists or does not exist a controller shortcut:

• The names of the tags from controllers for which no shortcuts exist on

the Historian module have the following structure:

Example: Standard2500_1_2.booltag1

• The names of the tags from controllers for which shortcuts exist on the

Historian module have the following structure:

Example: ShortcutToStandard2500.booltag1

Use scan classes

Create scan classes

FactoryTalk Historian ME uses scan classes to schedule the data collection. A scan class provides a period of time in seconds, which tells FactoryTalk

Historian ME how often to collect the data.

You must have administrator privileges to create, edit, or delete scan classes.

Tip: You must have administrator privileges to create scan classes.

To create a scan class:

1. Click Manage Points, and then click Edit Scan Class(es).

2. At the bottom of the page, click New.

The new consecutive name of the scan class appears in the Scan Point box.

3. At the top of the page, in the Time text box, type a time value in

seconds.

4. Click Save.

5. Click OK to close the dialog box, and then click Restart.

Tip: You must have administrator privileges to edit scan classes.

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To edit a scan class:

1. Click Manage Points, and then click Edit Scan Class(es).

2. In the table, select the scan class that you want to edit.

3. At the bottom of the page, click Edit.

4. At the top of the page, in the Time text box, change the scan rate value.

5. Click Save.

6. Click OK to close the dialog box, and then click Restart.

Delete scan classes

Tip: You must have administrator privileges to delete scan classes.

Chapter 5 Manage points

To delete a scan class:

1. Click Manage Points, and then click Edit Scan Class(es).

2. In the table, select the scan class that you want to edit.

3. At the bottom of the page, click Delete.

4. Click OK to close the dialog box, and then click Restart.

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Collect data

Collect and store data

In this section you will learn about the following:

Chapter 6

Collect data (page 97

)

View the data storage information (page 99)

Filter data (page 101)

The FactoryTalk Historian ME server collects data from the Logix controller

through the chassis backplane. The data collection service then optionally performs a series of deadband tests on the data (exception and compression tests) and stores the data in the FactoryTalk Historian ME archive.

When started, the data collection service performs the following actions:

• Identifies all points listed as active, based on the value of the Scan

property in the points definition.

• Identifies (or registers) all controllers in the same Logix chassis by

logical names, device IDs, and location (slot numbers).

FactoryTalk Historian ME supports up to 10 controllers. There is a maximum of 5 controllers in the local chassis and a maximum of 5 controllers in the remote chassis.

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• Begins collecting data for all points based on the specified scan rate

associated with each point.

Chapter 6 Collect and store data

This item:

Displays:

The data is being collected and archived.

archive.

increasing the number of total archive files free and reducing the number of total archive files used.

Access the data collection

Start and stop the data

To access the information on the data collection:

information

1. Click the Configure Historian tab.

The Data Collection page appears.

The page provides the following information:

Status The current status of the data collection:

• Stopped

The data is not being collected or archived. Running

•

Collection Rate The number of events per second that the data collection receives for configured ports.

Archive Rate The number of events per second that pass exception and compression tests and are committed to the

Archive Capacity The number of days, hours, and minutes until all available archive files are full.

This number is an estimate. When all archive files are full, data interruption may occur. Note: For details on long-term storage on a FactoryTalk Historian SE or PI server, see "Transfer data to

FactoryTalk Historian SE or PI servers (page 109)".

Total Archive Files The total number of archive files residing in the archive. The size of each archive file is 10 MB.

Approximately 130 archive files are preallocated as data containers.

Total Archive Files Used The number of archive files currently being used to store data in the archive subsystem.

Total Archive Files Free The number of archive files in the archive subsystem that neither store data nor contain data to be

overwritten once it is transferred by the data transfer service. If the data transfer service is configured and it is transferring events to the FactoryTalk Historian SE or PI server, the module frees the archive disk space once the events are successfully transferred. It results in

collection

Tip: You must have administrator privileges to start and stop the data collection.

To start the data collection:

1. Click the Configure Historian tab.

The Data Collection page appears.

2. Click Start.

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Rockwell Automation 1756-HIST2G User manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Important User Information

Preface

About this manual

Legal notices

Table of Contents

Features

Benefits

FactoryTalk and Logix integration

FactoryTalk licensing

Additional resources

System connectivity

Upgrade or reinstall the firmware

Back up the module

Collect the module-related information

(Optional) Install ControlFLASH

EDS files

Internet Explorer configuration checklist

Enable Active X controls

Enable Compatibility View

Disable Pop-up Blocker

Disable ActiveX Filtering

Enable the XML DOM Document add-on

Enable TLS

Verify the certificate

"Verify the certificate on the security report (page 40)" of the web browser.

Verify the certificate on the System Security page

Clear the browser cache

• "Clear the browser cache manually (page 41

• "Clear the browser cache automatically (page 41)"

System status

Module information

Status

System status

System utilization

Point statistics

Module identity

Module information

Network settings

Security configuration

Client connections

System utilization

System statistics

Network manager

Snapshot and archive

Counter The performance counter. For details, see "Snapshot and archive counters (page

Archive files

Define search criteria

Export data

View current data

View archive data

View trends

Display points on the trend

Zoom the trend

Reset the trend

Change views

Filter search results data

Arrange columns

Refresh views

Set start and end times

Bad quality data

Recommendations related to managing points (page 71

1. Discover tags (page 72

Create points

Review results

Create points

Edit points

Rename points

Delete points

Define point attributes

General

Exception filtering

Compression filtering

Snapshot value

Configure scan types

Configure Output points

Manage shortcuts