Rockwell Automation FactoryTalk Historian Classic User Manual
USER GUIDE
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Supersedes Publication HIST-UM001J-EN-P-December 2011
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Welcome to FactoryTalk
Historian Classic
Getting Started
Collecting FactoryTalk Historian
Classic Data
Analyzing FactoryTalk Historian
Classic Data
Table of Contents
Chapter 1
What is FactoryTalk Historian Classic? .................................................. 9
Features and Benefits .............................................................................. 9
Intended Audience ........................................................................................ 9
Where Can I Go for Help? ....................................................................... 11
Chapter 2
The RSBizWare Architecture .................................................................. 13
Connecting to the Information Services Manager .............................. 14
Using the Information Services Manager in Internet Explorer .. 14
Using the Configuration Console ..................................................... 15
Exploring the User Interface ..................................................................... 16
The Report Explorer ............................................................................. 16
The Report Design and Display Work Area ................................... 16
Shortcut Menus ...................................................................................... 17
Chapter 3
The Plant Model .......................................................................................... 19
Configuring the Plant Model .............................................................. 20
Configure Time-Series Data Collection ................................................ 22
Types of control connectors for the data collection ...................... 23
Enterprise Connectors .......................................................................... 24
Tutorial .................................................................................................... 25
Step 1: Start the Time-Series Data Collection Wizard ........... 25
Step 2: Select the Source and Destination of the Time-Series
Data 25
Step 3: Create or Select Data Points ............................................ 27
Step 4: Configure Collection Parameters ................................... 31
Step 5: Configure Transaction Settings ...................................... 34
Step 6: Create Transactions ........................................................... 36
Organize FactoryTalk Historian Classic Reporting Tags ................. 36
Start Data Collection ................................................................................. 39
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 3
Chapter 4
Create a New RSBizWare Report ........................................................... 41
Insert Text, Pictures, and Hyperlinks ..................................................... 42
Table of Contents
Save the Report ............................................................................................ 44
Add a Saved Report Object to Your Report ......................................... 45
Configure the Report Object To Use Global Credentials ................ 48
Create a New Chart .................................................................................... 51
Step 1: Plan the Chart ........................................................................... 52
Step 2: Select the Data On Which To Report ................................ 53
Step 3: Choose a Chart Type .............................................................. 53
Step 4: Describe the Data ..................................................................... 53
Step 5: Select Summary or Detail ....................................................... 54
Step 6: Select the Fields To Be Charted ........................................... 55
Step 7: Enter the Chart Title .............................................................. 56
Step 8: Filter the Data ........................................................................... 56
Step 9: Insert Your New Chart Into the Report ............................ 59
Create a New Text Report Object .......................................................... 60
Step 1: Start the Text Report Object Wizard ................................. 61
Step 2: Select the Data On Which To Report ................................ 61
Step 3: Group the Records ................................................................... 62
Step 4: Sort the Records ....................................................................... 63
Step 5: Format the Table ...................................................................... 64
Step 6: Name the Report Object ........................................................ 66
Step 7: Filter the Data ........................................................................... 66
Step 8: Insert Your New Table Into the Report ............................. 66
Create a Time-series Chart ....................................................................... 67
Step 1: Create the Report Object ....................................................... 67
Step 2: Name the Report Object ........................................................ 68
Step 3: Add Reporting Tags ................................................................ 68
Step 4: Apply an Analysis Tool ........................................................... 69
Step 5: Customize the Chart Legend ................................................ 70
Step 6: Insert Your New Chart Into the Report ............................ 71
Step 7: Adjust the Time Range ........................................................... 71
Step 3: Add Reporting Tags ................................................................ 73
Step 9: Remove a Reporting Tag or an Analysis Tool ................... 76
Create a Simple Batch/Event Chart ....................................................... 76
Add a Comment to a Value, X-axis, or Y-axis on a Time-series Chart
79
Value Comments ................................................................................... 80
4 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Table of Contents
Customizing RSBizWare Charts
and Tables
Advanced Reporting Topics
X-axis Comments .................................................................................. 81
Y-axis Comments ................................................................................... 82
Ad Comment As .................................................................................... 84
Export the Report to HTML ................................................................... 84
Load the Report From File ........................................................................ 85
Chapter 5
Customizing Charts ................................................................................... 87
Working With the Component Parts of a Chart .......................... 88
Resizing a Component .................................................................... 89
Moving a Component ..................................................................... 89
Deleting a Component .................................................................... 89
Editing the Chart Title or Text Field .......................................... 89
Changing Chart Component Properties .................................... 90
Working With Chart “Pens” .................................................................... 90
Customizing Text Report Objects .......................................................... 90
Show and Hide Columns ..................................................................... 91
Resize Table Columns .......................................................................... 92
Aggregate, Group, Format, Sort, Chart, and Rename Columns 92
Aggregate ............................................................................................ 93
Group 94
Format 94
Sort 94
Chart 95
Rename 95
Quick Filter ................................................................................................... 95
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 5
Chapter 6
The Excel Add-in ........................................................................................ 97
Scheduling Report Objects and Reports ............................................. 101
Schedule a Report Object .................................................................. 102
Schedule a Report ............................................................................... 105
View the History of the Scheduled Task ....................................... 109
Analyzing Non-RSBizWare Data ........................................................ 110
Create an External Data Source....................................................... 110
Create a Report Data Source ............................................................ 111
Step 1: Start the Report Data Source Wizard ......................... 111
Table of Contents
Creating RSBizWare Custom
Analysis Tools
Step 2: Give the Report Data Source a Name ......................... 116
Step 3: Select a Database Table or View ................................... 117
Step 4: Choose the Columns That Will Be Included ........... 117
Step 5: Enable the Time Selection Toolbar ............................. 119
Step 6: Specify the Format of the Table or View.................... 120
Step 7: Specify the Role That Each Field Plays In Time-Series
Analysis 122
Step 8: Create a Data Point Configuration Table ................. 123
Chapter 7
Why Use Custom Analysis Tools? ....................................................... 125
Intended Audience ................................................................................... 125
A Quick Tour of a Sample Custom Analysis Tool .......................... 126
Registering a Sample Analysis Tool ................................................ 127
Using the Sample Analysis Tool for Time-series Analysis ........ 129
What You Need to Know Before You Start ...................................... 129
Analysis Tool Architecture ............................................................... 130
What a Time-series Data Set Looks Like ...................................... 132
Interpreting the Parameters Passed into the Calculate() Function
133
Limitations ........................................................................................... 134
The RSBizWare Calculator COM Interface ..................................... 134
Looking at the Type Library ............................................................. 135
Developing Analysis Tools with Visual Basic .................................... 136
Creating a New Project...................................................................... 137
Configuring Important Project Settings ....................................... 137
Referencing the RSBizWare Calculator Component ................ 138
Writing the Calculate() Function ................................................... 138
Saving and Compiling the Project .................................................. 140
Trying Out the New Custom Analysis Tool ................................ 141
Debugging Custom Analysis Tools in Visual Basic .................... 142
Developing Analysis Tools with Visual C++ .................................... 143
Creating a New Project...................................................................... 144
Referencing the RSBizWare Calculator Component ................ 145
Working with VARIANTs in Visual C++ .................................. 147
Writing the Calculate() Function ................................................... 148
6 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Table of Contents
Object Permissions
Saving and Compiling the Project .................................................. 151
Trying Out the Custom Analysis Tool.......................................... 153
Debugging Custom Analysis Tools in Visual C++ .................... 154
Why Use Custom Analysis Tools? ....................................................... 155
Chapter 8
Filter permissions ..................................................................................... 158
Report permissions ................................................................................... 158
Report data source permissions ............................................................. 159
Report object permissions ...................................................................... 159
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 7
Table of Contents
8 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
What is FactoryTalk Historian Classic?
Features and Benefits
Intended Audience
Chapter 1
Welcome to FactoryTalk Historian Classic
The RSBizWare software is a suite of tools and services aimed at
increasing your manufacturing floor effectiveness and profitability
with solutions that target performance analysis and improvement
and with data acquisition and integration. FactoryTalk Historian
Classic is just one of the applications that is available within the
RSBizWare software. FactoryTalk Historian Classic is a repository
for historical data, built for today’s networked and distributed
enterprise. Tightly coupled to FactoryTalk Transaction Manager for
data collection, FactoryTalk Historian Classic ships with a
complete, predesigned data model for time-series data logging, and
offers the ability to analyze data from external database tables.
FactoryTalk Historian Classic offers the following features and
benefits:
• Rich reporting, graphing, time-series analysis, and querying
functionality provide a complete and easy-to-use solution for
performance analysis.
• A direct link between the shop floor, where data is collected,
and the enterprise, where data can be analyzed and reported
on.
• The ability to embed a report object in any Microsoft ActiveX
container, such as Visual Basic or Internet Explorer.
• The ability to analyze data contained in non-RSBizWare
databases.
The FactoryTalk Historian Classic User Guide is designed to help
you understand how to access and use the FactoryTalk Historian
Classic product. This document focuses on the end-user functions of
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 9
Chapter 1 Welcome to FactoryTalk Historian Classic
FactoryTalk Historian Classic and does not cover installation and
operation of underlying system services.
This document is intended for the following types of users of the
RSBizWare software:
• RSBizWare administrators
RSBizWare administrators configure the RSBizWare system
so that it can capture performance data for use by report
designers and report users.
They should be familiar with:
• Control systems, process information (line and plant), and
databases.
• Microsoft Windows operating system.
• The location and structure of databases.
• Report designers
Report designers create the reports that will be used by report
users.
They should be familiar with:
• Process information (the physical representation of the
production line and plant).
• Microsoft Windows operating systems.
• Query logic (how to write a database query).
• Web publishing tools.
• The location and structure of databases.
• Report users
Report users make use of the reports created by the report
designer to perform their jobs.
They should be familiar with:
10 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Welcome to FactoryTalk Historian Classic Chapter 1
Where Can I Go for Help?
• Microsoft Windows operating systems.
Consult the following resources for additional information about
the product:
• Release Notes
The release notes contain current information about the
product, including hardware and software requirements, new
features, known and fixed anomalies.
• RSBizWare Administration Guide
The administration guide helps the RSBizWare administrator
install and configure the software as well as understand the
architecture of the RSBizWare suite and its components.
• Online help
The online help provides general information and step-by-step
procedures for working with the product.
• Rockwell Automation Support Center
The support center provides a variety of services, such as
trainings, webinars, and online support that will improve your
experience using the RSBizWare suite.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 11
Chapter 1 Welcome to FactoryTalk Historian Classic
12 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
The RSBizWare Architecture
Chapter 2
Getting Started
Before you walk through the examples and tutorials that are
discussed in this book, it is assumed that the RSBizWare
administrator has installed, configured, and started the Information
Services Manager on the server computer.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 13
The RSBizWare architecture is a scalable, multi-tiered, distributed
architecture consisting of a data collection subsystem, an Oracle or
SQL Server database repository, the Information Services Manager,
and clients. Rockwell Automation’s FactoryTalk Transaction
Manager is the embedded engine that collects data from the control
system(s), and the Metrics Server Manager logs it to the predefined
RSBizWare database repository. There are several types of clients,
including the Configuration Console and the Internet Explorer
Web client.
Chapter 2 Getting Started
Connecting to the Information Services Manager
Using the Information Services Manager in Internet Explorer
The RSBizWare architecture can be configured to run on a single
computer, or it can be distributed across multiple computers. In the
simplest case, the Configuration Console, the Information Services
Manager, the RSBizWare administrative tools used by the
RSBizWare administrator, the database, the Metrics Server
Manager, and the FactoryTalk Transaction Manager data collection
engine run on a single computer. In a distributed setting, these
components may reside on separate computers. Clients connect to
the Information Services Manager using TCP/IP, so they can be
deployed over a LAN, WAN, intranet, or the Internet. The
scalability of the RSBizWare architecture allows many clients to
connect to a single server.
RSBizWare reports created by the report designer are saved to the
Information Services Manager, and are available online over a
TCP/IP network. If you wish to create and edit RSBizWare reports
using Microsoft Internet Explorer, you need to run the
Configuration Console.
Using Microsoft Internet Explorer to view RSBizWare reports, you
can connect to the Information Services Manager without having
the RSBizWare software installed on your computer. Instead, the
server hosts a special Web page, the Quick Web, to give you access to
the RSBizWare reports stored on the server. This option only allows
you to view RSBizWare reports.
To access the Quick Web, open Internet Explorer, type the Web
address for the Information Services Manager computer, and press
Enter on your keyboard.
The Web address is made up of the name of the server computer and
the HTTP port number used by the server computer, separated by a
colon.
For example, if you were attempting to connect to a server computer
named
rsi-rockwell that uses the default HTTP port 8080, you
14 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Getting Started Chapter 2
Using the Configuration Console
would use the following address: http://rsi-rockwell:8080.
Please contact your RSBizWare administrator for the specific
Information Services Manager Web address to which you should
connect.
The first time you try to use the Quick Web, you need to download
several ActiveX controls from the server computer. The download
will begin automatically.
After you have downloaded the ActiveX controls from the
Information Services Manager, you may be prompted to log on. If
prompted, type the user name and password for the account that
your RSBizWare administrator has authorized for you, and then
click OK. A connection to the RSBizWare server is established.
If you wish to configure your plant model, manage the collection of
control system data, and/or edit RSBizWare reports, you should
connect to the Information Services Manager via the Configuration
Console. Your RSBizWare administrator must assign a FactoryTalk
Metrics Author license and the appropriate privileges to you before
you will be able to perform these functions.
You must have the Client software installed on your computer
before you can run the Configuration Console. To install the
Configuration Console from the RSBizWare CD, select the
“Minimal” install option.
1. To start the Configuration Console, select Programs >
Rockwell Software > RSBizWare > Configuration Console.
2. If you have not already logged into RSBizWare, the Login
dialog will display. Enter the user name and password for the
account your RSBizWare administrator has authorized for
you. Enter the name of the server computer where the
Information Services Manager is running in the Server box.
Click Login.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 15
Chapter 2 Getting Started
Exploring the User Interface
The Report Explorer
The Report Design and Display Work Area
The status bar at the bottom of the client application shows
your user name, the activations that have been assigned to you,
and the Information Services Manager to which you are
connected.
When you start the Configuration Console, you will notice that the
user interface is made up of two main components: the Report
Explorer and the report design and display work area.
16 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
The Report Explorer is a hierarchical navigation tool used for
organizing RSBizWare reports that have been saved for future use.
The Report Explorer contains the reports that have been saved on
the Information Services Manager to which you are connected and
for which you have been granted view permissions. Your ability to
modify and delete the reports listed on the Report Explorer is
dependent on the licenses and features that have been assigned to
you by your RSBizWare administrator and the permissions that
have been granted to you by the creator of each individual report.
When you click an item in the Report Explorer, the specified
RSBizWare report will display in the work area to the right of the
Getting Started Chapter 2
Shortcut Menus
Report Explorer. The work area is the region where report designers
can create and modify reports.
Many areas of the application give you access to shortcut menus.
The shortcut menu allows you to perform frequently used
commands without using the main application menu or toolbar
buttons. To view the shortcut menu, you need to right-click in the
area of the desired application. The shortcut menu contains
commands that are appropriate for the selected area. For example, if
you right-click the Report Explorer, the shortcut menu will contain
commands that apply to the Report Explorer.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 17
Chapter 2 Getting Started
18 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
The Plant Model
Chapter 3
Collecting FactoryTalk Historian Classic Data
The primary functions of FactoryTalk Historian Classic are to
collect and analyze time-series data. Before the report designer can
create time-series analysis reports for the report user, the RSBizWare
administrator must set up the application to collect data from the
control system. The tutorials in this chapter will help you
understand how to use FactoryTalk Historian Classic to collect
time-series data. We will:
• Configure the plant model for your FactoryTalk Historian
Classic installation
• Configure time-series data collection
• Organize FactoryTalk Historian Classic reporting tags
• Start and stop data collection
The tutorial in "Analyzing FactoryTalk Historian Classic Data (page
41)" will help you understand how to analyze the data that is
collected in FactoryTalk Historian Classic.
The plant model is made up of activity areas - enterprises, sites, areas,
lines, and workcells - as well as of equipment and labor resources.
The activity areas are based on the terms defined by the Instrument
Society of America (ISA) S95 standard in order to provide common
terminology for improved communication and integration between
control systems and enterprise systems.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 19
Chapter 3 Collecting FactoryTalk Historian Classic Data
workcell in the line).
location.
location at which products are manufactured.
Enterprise
The highest-level activity area, typically representing the business.
To create and edit the plant model, you must be granted the
Activity Areas".
Configuring the Plant Model
Item Description
Workcell A location and/or group of equipment used to perform work in a
Line A collection of one or more workcells that are combined to perform
Area A physical, geographical, or logical grouping of lines and/or
manufacturing process. The operations in a manufacturing process
are performed at workcells. A workcell is typically a physical
location and a primary resource (e.g., a machine); however, it may
also represent a logical grouping of primary resources from which a
selection is made.
work. The workcells in a line are either physically located close to
one another, or are related to one another in the production process
(the production result of the first workcell in a line feeds the second
workcells within a site, typically representing a main production
capability (e.g., electronic assembly) within a manufacturing
Site A group of areas, lines, and workcells representing a geographical
The plant model may be used by all RSBizWare applications in your
organization (FactoryTalk Metrics, FactoryTalk Historian Classic,
and FactoryTalk Scheduler). The enterprises, sites, areas, lines, and
workcells in your plant model are the subjects of your performance
parameter evaluation. For implementations of RSBizWare that
incorporate the FactoryTalk Scheduler application, the plant model
also includes capacity, which is the property of an activity area
describing its availability over time. The performance parameters
can also be configured for resources.
NOTE:
Organize Plant Model privilege by your RSBizWare administrator.
If you want to have access to sample data, see "Loading Sample
To configure the plant model in the Configuration Console:
20 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
1. On the Configure menu, click Plant Model.
Collecting FactoryTalk Historian Classic Data Chapter 3
The Plant Model dialog box appears.
2. Right-click in the area under the plant model tree, and then
click New Root Enterprise.
A new enterprise is added to the tree.
3. Change the default name to
Sample Enterprise, and then press
Enter.
4. Right-click Sample Enterprise, and then click New Activity
Area > Site.
A new site is added to the tree.
5. Change the default name to
Sample Site.
6. Right-click Sample Site, and then click New Activity Area >
Area.
A new area is added to the tree.
7. Change the default name to
Sample Area.
8. Right-click Sample Area, and then click New Activity Area >
Line.
A new line is added to the tree.
9. Change the default name to
Sample Line.
10. Right-click Sample Line, and then click New Activity Area >
Work Cell.
A new workcell is added to the tree.
11. Change the default name to
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 21
Sample Work Cell 1.
Chapter 3 Collecting FactoryTalk Historian Classic Data
them with time patterns.
Configure Time-Series Data Collection
12. Right-click each activity area that you have created, and then
click Add Capacity.
TIP
The capacity of an activity area describes its availability over
time.
Add capacity for your activity areas so that you can associate
13. Click OK.
FactoryTalk Historian Classic uses FactoryTalk Transaction
Manager to collect data from the control system and log it into the
RSBizWare database. A FactoryTalk Transaction Manager
configuration connects any control system from which data will be
collected to the predefined data model used by the RSBizWare
database to store time-series data. The configuration consists of
transactions and the connectors, data points, and data objects
required to implement the transactions.
22 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
A transaction is a single exchange of data between the industrial
control system - typically a network of programmable logic
controllers (PLCs) - and a database. An example of a transaction is a
temperature value that is collected from a data point on a
programmable logic controller and logged to a database table.
Collecting FactoryTalk Historian Classic Data Chapter 3
supported by the OPC specification.
with ControlLogix 555x processors.
specifications.
online edits with your configuration.
Types of control connectors for the data collection
A data point is a specific data location or register in the control
system that is made available to FactoryTalk Transaction Manager
transactions. After it is defined, a data point can be used by any
FactoryTalk Transaction Manager transaction.
The FactoryTalk Transaction Manager interfaces with the industrial
control system device via a control connector. A control connector is
a Windows service that collects data from a data server, such as a
PLC and sends it to the FactoryTalk Transaction Manager.
You can use the following types of control connectors:
Item Description
Dynamic Data
Exchange (DDE)
RSLinx Classic OPC The RSLinx Classic control connector service is the preferred method
Generic OPC The Generic OPC control connector service is used to interface with
FactoryTalk LiveData
Connector
The DDE control connector service is provided for legacy
connections to DDE servers or to provide functionality that is not
to use when browsing for data tags that reside in Allen-Bradley
Programmable Logic Controllers, except for ControlLogix 555x
processor items. You should use Generic OPC control connectors
items provided by any OPC server that conforms to OPC interface
FactoryTalk Transaction Manager uses FactoryTalk Live Data to
communicate with FactoryTalk Live Data servers, such as RSLinx
Classic and RSView Supervisory Edition. FactoryTalk Transaction
Manager connects to the FactoryTalk Directory, which allows
FactoryTalk Transaction Manager to browse the available data
items. This control connector is required if you plan to perform
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 23
Chapter 3 Collecting FactoryTalk Historian Classic Data
The ODBC enterprise database connector allows you to interface
Access, Microsoft SQL Server 6.5 or later, IBM DB2 or Sybase.
to an Oracle database versions 9i through 11g.
name (DSN) and is the preferred method of connection.
Professional installations.
RSBizWare database.
Transaction Manager Professional installations.
Enterprise Connectors
The FactoryTalk Transaction Manager interfaces with the database
via an enterprise connector. An enterprise connector is a Windows
service that receives data from the FactoryTalk Transaction
Manager and logs it to a database.
The following are the types of enterprise connectors that you can
use:
Item Description
ODBC
with virtually any ODBC-compliant database including Microsoft
Oracle OCI
Microsoft OLE DB
Microsoft COM+
FactoryTalk
Metrics
SAP
The Oracle Call Interface (OCI) enterprise database connector allows
you to connect to database objects from an Oracle server. If you are
using Oracle OCI, you need to install locally SQL*NET 2.3x or later,
Net8, or Oracle Net services (all from Oracle). You can then connect
The Microsoft OLE DB enterprise database connector should only be
used for interfacing with Microsoft SQL Server. Microsoft OLE DB
allows you to browse an SQL Server database without a data source
The Microsoft COM+ enterprise application connector allows you to
interface with Microsoft COM+ application components. These
components must be integrated into a Windows 2000 COM+
environment. RSBizWare-only applications do not support this
connector. It is for use only with FactoryTalk Transaction Manager
The FactoryTalk Metrics enterprise application connector is used
only with FactoryTalk Metrics. The connector stores data in the
The SAP enterprise application connector allows you to interface
with SAP R/3 systems modules. RSBizWare-only applications do not
support this connector. It is for use only with FactoryTalk
24 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014
Compression".
administrator.
Tutorial
Step 1: Start the Time-Series Data Collection Wizard
Step 2: Select the Source and Destination of the Time-Series Data
Item Description
Collecting FactoryTalk Historian Classic Data Chapter 3
Time-series Data
Compression
This connector stores time-series data in a pre-defined compressed
format in either an Oracle database or a Microsoft SQL Server
database. The compressed data point records contain binary data
that can only be viewed through FactoryTalk Historian Classic. For a
detailed description of data compression and the Compression
connector, see the Administration Guide, section "Data
This tutorial will help you understand how to use the Time-Series
Data Collection Wizard to collect reporting tag data. A reporting
tag is a particular item of collected time-series data—independent of
the method or source of collection—that can be charted in
RSBizWare reports.
For this tutorial, we will be using the Time-Series Data Collection
Wizard to configure FactoryTalk Transaction Manager transactions
that will collect values from the control system and log the values to
a reporting tag in the RSBizWare database.
Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 25
NOTE
To configure time-series data collection, you must be granted a
FactoryTalk Historian Classic Author license by your RSBizWare
From the Configuration Console menu, select Configure >
FactoryTalk Historian Classic >Time-Series Data Collection to
display the Time-Series Data Collection Wizard welcome screen.
Click Next on the Welcome dialog box.
The Collection Source and Destination dialog box, which allows
you to specify where the time-series data will be collected from and
where it will be stored in the RSBizWare database, will display.
Chapter 3 Collecting FactoryTalk Historian Classic Data
sources, refer to "Analyzing Non-RSBizWare Data (page 110)".
1. The report data source is the database table or view where the
data will be stored. FactoryTalk Historian Classic is capable of
logging data to the FactoryTalk Historian Classic Data Point
Default report data source (the RSDataPointSample table in
the RSBizWare database), the FactoryTalk Historian Classic
Data Point Compressed report data source (the
RSSQL_CMPCOMPRESS table in the RSBizWare
database), or to any other database table or view that your
organization identifies as supporting the required time-series
data model (Advanced option). For this tutorial, accept the
default Historian Data Point Default option.
TIP
For more information about creating additional report data
2. Now you must specify the FactoryTalk Transaction Manager
configuration that will be used to support data collection. The
FactoryTalk Transaction Manager Configuration list contains
the configurations that have been associated with FactoryTalk
Historian Classic for the server to which you are connected. If
we had selected a compression report data source in the
previous step, only FactoryTalk Transaction Manager
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Collecting FactoryTalk Historian Classic Data Chapter 3
Edits” topic in the online help.
Step 3: Create or Select Data Points
configurations that had Compression Enterprise Connections
would be available here. Since we selected a non-compression
report data source, any FactoryTalk Transaction Manager
configurations that have non-compression (OLE DB, OCI, or
ODBC) enterprise connectors will be available.
3. The Enterprise Connector is the service that will manage the
connection between the FactoryTalk Transaction Manager
configuration and the database. The FactoryTalk Transaction
Manager Enterprise Connection list contains the enterprise
connectors that are available from the configuration that you
selected. From the Enterprise Connection list, select the
OLE-DB_Connector.
4. Click Next to continue.
If the FactoryTalk Transaction Manager configuration is
already running and is enabled for online edits, you can edit
the configuration without stopping it. However, if the
configuration is running and is not enabled for online edits,
the wizard will prompt you to stop the configuration. If you do
not stop the configuration, the Time- Series Data Collection
Wizard cannot make changes to the configuration, and the
wizard will close automatically.
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NOTE
The FactoryTalk Transaction Manager Live Data Migration Tool
allows you to convert configurations with non-FactoryTalk data
points into FactoryTalk data points. For additional information
about editing a running configuration and using the FactoryTalk
Transaction Manager Live Data Migration Tool, see the “Online
Next you’ll see the FactoryTalk Transaction Manager to
FactoryTalk Historian Classic Reporting dialog. This dialog enables
you to select the FactoryTalk Transaction Manager data points from
which FactoryTalk Historian Classic will be collecting data and
enables you to specify the FactoryTalk Historian Classic reporting
tags to which the data will be logged.
Chapter 3 Collecting FactoryTalk Historian Classic Data
1. To select the data points from which data will be collected,
click the Add button. The Select FactoryTalk Transaction
Manager Data Points dialog that is displayed lists the data
points that exist in the FactoryTalk Transaction Manager
configuration. The top of the dialog is simply a set of tools that
you can use to filter the data point list.
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2. To add new data points to the FactoryTalk Transaction
Manager configuration, click the Add/Edit Points button to
display the (FactoryTalk Transaction Manager) FactoryTalk
Data Point dialog box.
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Chapter 3 Collecting FactoryTalk Historian Classic Data
This dialog may look different depending on the type of
control connector that you selected. This dialog allows you to
add data points to the Control Connector and set their
properties.
3. If you were creating new tags from a running FactoryTalk
Transaction Manager configuration, you would select them by
selecting a category of tags from the Folders tree, selecting the
actual tags from the Contents of ‘/” list, clicking the Add
Selected Tag(s) button, and clicking the Apply button. For
now, click Close to exit the dialog and return to the Select
FactoryTalk Transaction Manager Data Points dialog.
4. Highlight the data points for which you want to collect data.
For this tutorial, select the BEND_Breakdown data point
(unscheduled) and the BEND_BreakdownCode data point
(scheduled). Click Select to return to the From FactoryTalk
Transaction Manager to FactoryTalk Historian Classic
Reporting Tags step of the Time-Series Data Collection
Wizard.
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