Rockwell Automation FactoryTalk Historian ME 2.2 User Manual

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This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

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Last Revised: January 17, 2011 15:54:52

CONTENTS

FactoryTalk Historian Machine Edition Overview...............1

FactoryTalk Historian ME System Requirements...............3

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Internet Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Client Tools Software (CD)....................................................5

Setting up Your ControlLogix Environment........................6

Installing the FactoryTalk Historian ME Module .................6

Installing FactoryTalk Historian ME Components ..............7

Installing FactoryTalk Services Platform . . . . . . . . . . . . . . . . . . . . 9

Installing FactoryTalk Historian ME Management . . . . . . . . . . . 10

Installing FactoryTalk Historian ME Rule Editor . . . . . . . . . . . . 10

Installing FactoryTalk Historian ME RSLogix 5000 Module Profile

(AOP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Installing the FactoryTalk Historian SE Patch ..................11

Logging into FactoryTalk Historian ME.............................11

Setting Time in FactoryTalk Historian ME.........................13

• • •

Naming the FactoryTalk Historian ME Module..................15

Collecting Data.....................................................................16

Manage Points with the Add Points Wizard. . . . . . . . . . . . . . . . . 16

Discover Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Create Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Review Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Starting and Stopping Data Collection . . . . . . . . . . . . . . . . . . . . . 21

Viewing Data.........................................................................22

Current Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Archive Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

Transferring Data.................................................................25

Adding Trusts to Your FactoryTalk Historian SE or PI Server . . 25

Time Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Transferring Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Data Transfer Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Selecting Points to Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Starting and Stopping Data Transfer . . . . . . . . . . . . . . . . . . . . . . 42

FactoryTalk Historian Machine Edition Overview

FactoryTalk® Historian Machine Edition (ME) provides a completely contained system for data storage and data collection. The FactoryTalk Historian ME Module is inserted into a chassis

with one or more ControlLogix Historian ME Module collects data across the backplane from the ControlLogix controllers in the local chassis and stores it in a local archive. System and data information can be viewed through the FactoryTalk Historian ME web pages and standard Historian clients.

The Factory Talk Historian ME Module can be integrated with the following Rockwell Automation applications:

FactoryTalk VantagePoint: By integrating FactoryTalk Historian ME with FactoryTalk VantagePoint and FactoryTalk VantagePoint EMI, you can view your process data from the FactoryTalk Historian ME in VantagePointExcel reports, dashboards, and portals, and integrate the FactoryTalk Historian ME data into the VantagePoint model. This allows you to correlate the data with various other data sources.

FactoryTalk Historian ProcessBook: By integrating FactoryTalk Historian ME with FactoryTalk Historian ProcessBook, you can view your process data from FactoryTalk Historian ME as well as in FactoryTalk Historian ProcessBook. This allows you to visualize the data in trends and other graphical components.

FactoryTalk Historian DataLink: By integrating FactoryTalk Historian ME with the Excel add-in FactoryTalk Historian DataLink, you can develop Excel reports based on the data in FactoryTalk Historian ME.

FactoryTalk Services Platform: By integrating FactoryTalk Historian ME with FactoryTalk Security, all users and groups can be maintained from a central location.

Note: FactoryTalk Historian ME can be integrated with FactoryTalk Services Platform CPR9 SR2. If you are using FactoryTalk Services Platform CPR9 SR1, you must upgrade to FactoryTalk Services Platform CPR9 SR2 by installing the FactoryTalk Services Platform CPR9 SR2 provided on the FactoryTalk Historian ME Client Tools CD that was shipped with your FactoryTalk Historian ME Module. You must use the

controllers. The FactoryTalk

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

custom install and select the web services (for details, refer to the FactoryTalk Services Platform release notes. You must also have Internet Integration Services (IIS) installed on the FactoryTalk Directory computer.

FactoryTalk Historian SE: By integrating FactoryTalk Historian ME with FactoryTalk Historian SE, you can transfer the data logged by FactoryTalk Historian ME to FactoryTalk Historian SE for long term storage and analysis.

PI Server: By integrating FactoryTalk Historian ME with a PI server, you can transfer the data logged by FactoryTalk Historian ME to a PI server for long term storage and analysis. FactoryTalk Historian ME supports Open PI Server versions 3.4.375.80 and

3.4.380.36.

Note: FactoryTalk Historian ME can be integrated with FactoryTalk Historian SE 2.1 and above or a PI server. If you choose to install FactoryTalk Historian SE 2.1 or higher, a patch must be installed on the FactoryTalk Historian SE systems in your network that will be used with FactoryTalk Historian ME. See page 11 for more information.

FactoryTalk View SE: You can use the FactoryTalk View SE Trending object to trend data logged in FactoryTalk Historian ME.

This document describes:

 “FactoryTalk Historian ME System Requirements”  “Client Tools Software (CD)”  “Setting up Your ControlLogix Environment”  “Installing the FactoryTalk Historian ME Module”  “Installing FactoryTalk Historian ME Components”  “Installing the FactoryTalk Historian SE Patch”  “Logging into FactoryTalk Historian ME”  “Setting Time in FactoryTalk Historian ME”  “Naming the FactoryTalk Historian ME Module”  “Collecting Data”  “Viewing Data”  “Transferring Data”

FACTORYTALK HISTORIAN ME SYSTEM REQUIREM ENTS

FactoryTalk Historian ME System Requirements

Before installing FactoryTalk Historian ME, determine your platform requirements and configuration environment. The following information offers some guidelines as you begin planning.

System Requirements

The hardware and software requirements for FactoryTalk Historian ME depend on the demands an application places on the system. The greater the demand, the more powerful a system must be to support this demand. For large or complex applications, use computers with faster CPUs and more RAM. In addition to this, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM.

Software Requirements

 Windows Vista SP1 or Windows XP SP2 or SP3  Microsoft Excel 2003 or newer for FactoryTalk Historian

DataLink

Note: Windows Vista is only supported for the FactoryTalk Historian ME web browser and FactoryTalk Historian ME VantagePoint. It is not supported for DataLink and ProcessBook.

• • •

 Windows Server 2003 SP2  Microsoft Internet Explorer (IE) 6.0, 7.0, or 8.0 (in

compatibility mode). There are no specific requirements for IE

7.0. For IE 6.0, the requirements are as follows:

 Windows XP SP2

If the \windows\system32\mshtml.dll file has a version that is less than or equal to 6.0.2900.2180 or a date that is before or equal to 08/03/2004, apply this patch: KB974455 (10/12/09) http://www.microsoft.com/ downloads/ details.aspx?displaylang=en&FamilyID=8101625dee93-46e5-aec2-3bdbf2d86472.

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of

6.0.2900.3627 and a date of 09/24/2009.

 Windows XP SP3

If the \windows\system32\mshtml.dll file has a version that is less than 6.0.2900.5512 or a date that is before 04/ 14/2008, apply this patch: KB974455 (10/12/09) http:// www.microsoft.com/downloads/ details.aspx?displaylang=en&FamilyID=8101625dee93-46e5-aec2-3bdbf2d86472.

After the patch has been applied, the \windows\system32\mshtml.dll file will have a version of

6.0.2900.5880 and a date 09/24/2009.

 Windows Server 2003 SP2

The minimum supported version is 6.0.3790.3959.

If the IE 6.0 version is less than the minimum supported version, apply the following patch: KB974455 SP2 (10/ 12/09) http://www.microsoft.com/downloads/ details.aspx?displaylang=en&FamilyID=8101625dee93-46e5-aec2-3bdbf2d86472.

 If you want to view any of the installation videos included on

the Client Tools CD, you must have Adobe Flash Player installed on your system.

Internet Options

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

 Disable any popup blocks to view online help.

 Select the Local Intranet icon (generally located under

Security settings), and click [Sites] to use the default setting, “Automatically detect internet network”.

 Use the default Security level for this zone. In general, the

settings should remain at the default level and the setting should not be changed. Use the medium-low default setting.

CLIENT TOOLS SOFTWARE (CD)

 Enable the following settings

 Binary and script behaviors

 Run ActiveX controls and plug-ins

 Script ActiveX controls marked safe for scripting

 If you are using Internet Explorer 8.0 in compatibility mode,

you must enable the security setting for Include local directory path when uploading files to a server.

Hardware Requirements

ControlLogix Chassis Requirements

 1756-HIST1G Module or 1756-HIST2G Module  ControlLogix 55xx (1756-Lxx) version 13 or higher  RSLogix 5000  ENBT/EN2T Module  Chassis

Client Computer Requirements

 Power supply  Intel Pentium III, 600MHz, 512MB RAM (minimum) or Intel

Celeron, 3 GHz or higher, (recommended), 1GB of RAM or more

 Mouse or compatible pointing device

• • •

Client Tools Software (CD)

Your FactoryTalk Historian ME module package includes a client tools software CD that contains the following components:

 Acrobat Reader  FactoryTalk Historian ME Management CRP9 SR2 (Admin

Console)

 FactoryTalk Services Platform CPR9  Getting Started Videos  FactoryTalk Historian ME RSLogix 5000 Module Profile

(AOP)

 FactoryTalk Historian ME Rule Editor

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

 RSLinx Classic  RSLogix 5000 Clock Update Tool  User Documentation

Setting up Your ControlLogix Environment

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

1. Set up the ControlLogix chassis.

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

3. Power on the system.

4. Configure the ControlLogix device(s).

Refer to your ControlLogix Chassis and ControlLogix Controller documentation for more detailed information.

Installing the FactoryTalk Historian ME Module

FactoryTalk Historian ME has two part numbers:

 1756-HIST1G  1756-HIST2G

The 1G or 2G in the part number indicates how much data storage is associated with the FactoryTalk Historian ME Module.

Unpack the FactoryTalk Historian ME Module and insert it into the chassis.

Refer to your FactoryTalk Historian ME Installation Instructions for more detailed information.

INSTALLING FACTORYTALK HISTORIAN ME COM PONENTS

Installing FactoryTalk Historian ME Components

If you plan to use FactoryTalk Historian ME Client Tools, such as the FactoryTalk Historian ME Rule Editor, FactoryTalk Directory, and/or FactoryTalk Security, then these components must be installed before you continue. If you do not plan to use FactoryTalk Historian Client Tools, then skip to “Logging into FactoryTalk Historian ME” on page 11.

After you have selected the platform that best suits your needs and have installed the FactoryTalk Historian ME Module into the chassis, you must determine the configuration environment for the FactoryTalk Historian ME components. These components, or FactoryTalk Historian Client Tools, can be found on the CD that was shipped with the FactoryTalk Historian ME Module.

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

• • •

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

To access the FactoryTalk Historian ME Client Tools, click Install ME Client Tools from the main menu. This takes you to the

Installation menu. This menu allows you to perform the following tasks:

 “Installing FactoryTalk Services Platform”  “Installing FactoryTalk Historian ME Management”  “Installing FactoryTalk Historian ME Rule Editor”  “Installing FactoryTalk Historian ME RSLogix 5000 Module

Profile (AOP)”

INSTALLING FACTORYTALK HISTORIAN ME COM PONENTS

In addition to these FactoryTalk Historian ME components, the FactoryTalk Historian ME online documentation, release notes, user documentation, and Getting Started videos are also available on the CD.

• • •

Installing FactoryTalk Services Platform

This option installs FactoryTalk Services Platform (FTSP) CPR9 (Service Release 2). FTSP is an underlying architecture and set of common services that Rockwell Automation products build upon. FTSP must be installed on the computer that hosts the FactoryTalk Directory Server and all computers that are part of the FactoryTalk directory, including the FactoryTalk Historian SE and all clients. FTSP is also required if you plan to use FactoryTalk Security. However, it is optional if you plan to use native security.

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

 FactoryTalk Directory organizes project information from

multiple FactoryTalk products across multiple computers on a network. It allows products to share a common address book, which finds and provides access to plant-floor resources, such

FACTORYTALK HISTORIAN ME QUICK ST ART GUIDE

• • •

as data tags and graphic displays. FactoryTalk Historian ME supports a network directory only.

 FactoryTalk Security can be used to secure your FactoryTalk

network after installing FTSP SR2. Select the “custom” option to install the FTSP Web Services component. Microsoft’s Internet Information Server (IIS) must be installed and configured before you install FTSP. Please refer to the FactoryTalk Security System Configuration Guide for more information about IIS. This must be installed on the computer that hosts the FactoryTalk Directory Server and on the secondary server configured for the FactoryTalk Historian SE module. Please refer to the FTSP online help for more information.

Installing FactoryTalk Historian ME Management

The Management option installs the FactoryTalk Administration Console add-on. It provides a method of configuring, managing,

and securing applications.

Installing FactoryTalk Historian ME Rule Editor

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

See Using the FactoryTalk Historian ME Rule Editor in the FactoryTalk Historian ME User’s Guide for more information.

Installing FactoryTalk Historian ME RSLogix 5000 Module Profile (AOP)

The RSLogix 5000 Add-on Profile (AOP) enables integration between a ControlLogix controller and the FactoryTalk Historian ME module. Please refer toRSLogix 5000 Add-on Profile in the

INSTALLING THE FACTORYTALK HISTORIAN SE PATCH

FactoryTalk Historian ME User’s Guide for information on installing the FactoryTalk Historian AOP component.

Installing the FactoryTalk Historian SE Patch

FactoryTalk Historian ME can be integrated with FactoryTalk Historian SE 2.1 or 2.2 after you have installed 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.

The FactoryTalk Historian SE patch must be installed on the FTDirectory and any other computer that will be administering the FactoryTalk Historian ME module through the FactoryTalk Administrative Console. The patch is not necessary for machines with FactoryTalk Historian SE 2.2.

You can download the FactoryTalk Historian SE patch from http:// www.support. rockwellautomation.com, KnowledgeBase answer ID 63530.

Logging into FactoryTalk Historian ME

• • •

Access the FactoryTalk Historian ME module through Microsoft Internet Explorer.

1. Start Internet Explorer.

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

+ 33 hidden pages