Rockwell Automation FactoryTalk Historian SE Quick Start Guide

INSTALLATION ASSISTANT
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Supersedes Publication HSE-QR003E-EN-E–August 2019
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Preface

Copyright notice
End User License Agreement (EULA)
Other licenses
Trademark notices
Other trademarks
Preface
You can view the Rockwell Automation End-User License Agreement ("EULA") by opening the EULA.rtf file located in the License folder on your product installation DVD.
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.
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.
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. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 3
Preface
Warranty
Environmental compliance
Contact Rockwell
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, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged.
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.
Rockwell Automation maintains current product environmental information on its website at http://www.rockwellautomation.com/rockwellautomation/about­us/sustainability-ethics/product-environmental-compliance.page.
Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support/
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Preface
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 5

Table of Contents

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
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Table of Contents
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Chapter 1
Abbreviatio n
Description
FT
FactoryTalk
FTAM
FactoryTalk Activation Manager
FTAC
FactoryTalk Administration Console
FTAS
FactoryTalk Historian Analysis Service
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:
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Chapter 1 Overview
Abbreviatio n
Description
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
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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:
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