Rockwell Automation FactoryTalk Historian SE Quick Start Guide

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Supersedes Publication HSE-QR003E-EN-E–August 2019

	Preface

Preface

Copyright notice	© 2020 Rockwell Automation Technologies, Inc. All rights reserved. Printed
	in USA.
	This document and any accompanying Rockwell Software products are
	copyrighted by Rockwell Automation, Inc. Any reproduction and/or
	distribution without prior written consent from Rockwell Automation, Inc. is
	strictly prohibited. Please refer to the license agreement for details.
End User License Agreement	You can view the Rockwell Automation End-User License Agreement
(EULA)	("EULA") by opening the EULA.rtf file located in the License folder on your
	product installation DVD.
Other licenses	The third-party licenses are available in the Third-party Licenses folder on
	your hard drive.
	This product includes software developed by The Apache Software
	Foundation (http://www.apache.org/).
	Please read the LICENSE files present in the Third-party Licenses folder
	on your hard drive.
	The names "log4net" and "Apache Software Foundation" must not be used
	to endorse or promote products derived from this software without prior
	written permission. For written permission, please contact
	apache@apache.org.
	The Third-party Licenses folder is located in the Common
	Files\Rockwell\Help\<Name of FactoryTalk Historian suite>\ folder in
	the Program Files (x86) directory on your hard drive.
Trademark notices	FactoryTalk, FactoryTalk Activation, FactoryTalk Activation Manager,
	FactoryTalk Administration Console, FactoryTalk Historian Asset
	Framework, FactoryTalk Historian Analysis Service, FactoryTalk
	Diagnostics, FactoryTalk Directory, FactoryTalk Historian DataLink Client,
	FactoryTalk Historian Machine Edition (ME), FactoryTalk Historian Site
	Edition (SE), FactoryTalk Live Data, FactoryTalk Historian ProcessBook,
	FactoryTalk Services, FactoryTalk VantagePoint, FactoryTalk View,
	FactoryTalk ViewStudio, Rockwell, Rockwell Automation, Rockwell
	Software, RSView, RSView Machine Edition, RSView ME Station, RSView
	Studio, RSLinx Classic, RSLinx Enterprise, and FactoryTalk Linx are
	trademarks of Rockwell Automation, Inc.
	Any Rockwell Automation software or hardware not mentioned here is also
	a trademark, registered or otherwise, of Rockwell Automation, Inc.
Other trademarks	ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual
	C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows
	2000, Windows Server, Windows XP, Windows 7, Windows Vista, Windows
	8, Windows 10 are either registered trademarks or trademarks of Microsoft
	Corporation in the United States and/or other countries.
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	trademarks of Adobe Systems Incorporated in the United States and/or
	other countries.

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Preface

	ControlNet is a registered trademark of ControlNet International.
	DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc.
	(ODVA)
	OLE for Process Control (OPC) is a registered trademark of the OPC
	Foundation.
	Oracle, SQLNet, and SQLPlus are registered trademarks of Oracle
	Corporation.
	All other trademarks are the property of their respective holders and are
	hereby acknowledged.
Warranty	This product is warranted in accordance with the product license. The
	product’s performance may be affected by system configuration, the
	application being performed, operator control, maintenance, and other
	related factors. Rockwell Automation is not responsible for these
	intervening factors. The instructions in this document do not cover all the
	details or variations in the equipment, procedure, or process described, nor
	do they provide directions for meeting every possible contingency during
	installation, operation, or maintenance. This product’s implementation may
	vary among users.
	This document is current as of the time of release of the product; however,
	the accompanying software may have changed since the release. Rockwell
	Automation, Inc. reserves the right to change any information contained in
	this document or the software at any time without prior notice. It is your
	responsibility to obtain the most current information available from Rockwell
	when installing or using this product.
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	on its website at
	http://www.rockwellautomation.com/rockwellautomation/about-
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Contact Rockwell	Customer Support Telephone — 1.440.646.3434
	Online Support — http://www.rockwellautomation.com/support/

4	Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Preface

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Overview

Install core components

Install FactoryTalk

Historian Site Edition

Technical support and resources

Chapter 1
Role-based installation steps.....................................................	11
Security setup .......................................................................	14
FTHSE Server ......................................................................	15
FTHSE Interface / Data Server ............................................	16
FT Clients .............................................................................	17
Engineering Workstation......................................................	18
Chapter 2
Install Microsoft SQL Server Express......................................	21
Install FactoryTalk Services .....................................................	22
Perform FactoryTalk activations..........................................	24
Chapter 3
Install FactoryTalk Historian Asset Framework.......................	25
Install FactoryTalk Historian Analysis Service........................	25
Install FactoryTalk Historian SE Server...................................	26
Install FactoryTalk Historian Live Data Interface....................	26
Install FactoryTalk Historian SE Management Tools ..............	27
Appendix A
Before you call or write for help...............................................	29
Find the version and build numbers..........................................	29
View computer platform information.......................................	30

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Table of Contents

8	Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Chapter 1

Overview

This document is addressed to the users that intend to set up a new FactoryTalk Historian environment.

FactoryTalk Historian Site Edition (SE) provides the capability to collect, store, analyze, and visualize data using a powerful engine and a set of reporting tools such as time-series trends, bar charts, pie charts, Pareto charts, tabular trends, and a method of generating reports using Microsoft Excel. It also uses compressed-storage data algorithms to contain a vast amount of data in a small format.

You will find here the following information:

•A description of the role-based FactoryTalk Historian architecture. (page 11)

•A short introduction to the FactoryTalk Historian SE security. (page 14)

•Installation steps for the FactoryTalk Historian core components. (page 21)

•Installation steps for the FactoryTalk Historian SE suites. (page 25)

Individual components of the FactoryTalk Historian SE and FactoryTalk family products may be referred to in this document using the following abbreviations:

Abbreviatio	Description
n
FT	FactoryTalk
FTAM	FactoryTalk Activation Manager
FTAC	FactoryTalk Administration Console
FTAS	FactoryTalk Historian Analysis Service

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Chapter 1 Overview

Abbreviatio	Description
n
FTAF	FactoryTalk Historian Asset Framework
FTD	FactoryTalk Directory
FTHDL	FactoryTalk Historian DataLink Client
FTH	FactoryTalk Historian
FTHSE Server	FactoryTalk Historian Site Edition Server
FTHPB	FactoryTalk Historian ProcessBook
FTL	FactoryTalk Linx
FTSR	FactoryTalk Services
FTVP	FactoryTalk VantagePoint
FTVP Server	FactoryTalk VantagePoint Server
FTVSE	FactoryTalk View Site Edition HMI
ICU	Interface Configuration Utility
KB	Rockwell Automation Knowledgebase
RSLC	RSLinx Classic
SMT	System Management Tools

10	Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

Overview Chapter 1

Role-based installation steps

The drawings below present typical architectures of the FactoryTalk Historian SE system.

A Historian SE architecture with FactoryTalk Directory installed on the Historian server computer:

Rockwell Automation Publication HSE-QR003F-EN-E-September 2020

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