INSTALLATION ASSISTANT
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Supersedes Publication HSE-QR003E-EN-E–August 2019
2
Preface
Copyright notice
End User License Agreement
(EULA)
Other licenses
Trademark notices
Other trademarks
Preface
© 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.
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
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4 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
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
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 7
Table of Contents
8 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
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:
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 9
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
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 11
Chapter 1 Overview
A Historian SE architecture with FactoryTalk
Directory installed on a separate computer:
12 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Overview Chapter 1
Role
Description
FTHSE Server
A computer with the following components installed:
•
computer.
FTHSE
A computer with the following components installed:
•
FactoryTalk Historian Live Data Interface
FT
A computer with the following components installed:
•
installation and configuration details.
The machines shown in the drawings adopt the following roles:
(page 15)
Interface /
Data Server
(page 16)
Required:
• FactoryTalk Services, including:
FactoryTalk Activation Manager
• Microsoft SQL Server Express (required for Asset Framework)
• FactoryTalk Historian Asset Framework Server
• FactoryTalk Historian Analysis Service (optional)
• FactoryTalk Historian Analysis Service
• FactoryTalk Historian SE Server
Optional:
• FactoryTalk Directory
Note: Alternatively, FactoryTalk Directory may be installed on a separate
• FactoryTalk Services, including:
FactoryTalk Activation Manager (optional)
• Data server (FTL or RSLC or FTVSE Server or a third-party OPC Server)
Note: FactoryTalk Linx is a part of the FactoryTalk Services installation.
•
VantagePoint
Server
• FactoryTalk Services, including:
FactoryTalk Activation Manager
• Microsoft SQL Server (required for VantagePoint)
• FactoryTalk VantagePoint EMI Server
For installation and configuration steps, refer to the FactoryTalk VantagePoint
Getting Results Guide, available on the FactoryTalk VantagePoint installation
DVD.
This document assumes that the FTVP Server will be installed on its own
computer. If you have a small application and you want to install the FTVP
Server on the same computer as the FTHSE server, refer to the KB article
62869
(https://rockwellautomation.custhelp.com/app/answers/detail/a_id/62869) for
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 13
Chapter 1 Overview
Role
Description
FT Clients
Computers with the following components installed:
•
•
•
•
•
•
•
downloaded through your web browser.
Engineering
A computer with the following components installed:
•
Security setup
(page 17)
Workstation
(page 18)
• FactoryTalk Services, including:
FactoryTalk Activation Manager (optional)
• Any of the following clients:
FactoryTalk Historian ActiveView
FactoryTalk Historian BatchView
FactoryTalk Historian DataLink
FactoryTalk Historian ProcessBook
FactoryTalk View SE (Server, Studio or Client).
This client requires the Historian Connectivity option, which is a part of the
FactoryTalk View installation media.
FactoryTalk VantagePoint Client
FTVP clients (Trend, Excel Add-in, or Portal) are not covered in this document
since they are web-based clients and their necessary components are
• FactoryTalk Services, including:
FactoryTalk Activation Manager to function as the FactoryTalk Activation
Server
• FactoryTalk Historian SE Management Tools
• FactoryTalk VantagePoint Dashboard Builder
This computer is used for the administration of your FTHSE Server. The tasks
that may be performed on this computer include:
• Assigning FTHSE activations.
• Creating points using the auto-discovery feature, searching individual
points, using the Excel Tag Configurator.
FactoryTalk Historian SE uses Windows integrated security for
the FactoryTalk Historian Server.
14 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
In Windows (Workgroup) or Active Directory (Domain), create
your Historian user and/or groups. The users and/or groups you
have created will be mapped to Historian users and/or groups.
By default, four Historian groups are created for you within the
FTHSE Server (FTHAdministrators, FTHEngineers,
Overview Chapter 1
The complete user documentation on FactoryTalk
vidual suites and is
SE installation media.
FTHSE Server
FTHOperators and FTHSupervisors). They are described in
detail in the FactoryTalk Historian SE Installation and
Configuration Guide, chapter "Securing the Historian server".
NOTE
Historian SE is divided into indi
available in the following subfolders of the
Common Files\Rockwell\Help folder in your
Program Files (x86) directory:
• FactoryTalk Historian SE <version> Server
• FactoryTalk Historian SE <version>
Management Tools
• FactoryTalk Historian SE <version> Asset
Framework
• FactoryTalk Historian SE <version> Live Data
Interface
The documentation is also available in the
Redist\Docs folder on your FactoryTalk Historian
Installation
For this role, install the following components:
• FactoryTalk Services (page 22), including FactoryTalk
Activation Manager
• Microsoft SQL Server Express (required for Asset
Framework) (page 21)
• FactoryTalk Historian Asset Framework Server (page 25)
• FactoryTalk Historian Analysis Service (page 25)
• FactoryTalk Historian SE Server (page 26)
Configuration
• Verify that the Specify FactoryTalk Directory Location
utility points to the computer with the FactoryTalk
Directory installed.
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 15
Chapter 1 Overview
FactoryTalk Linx (FTL) is a part of the
FactoryTalk Services installation (page 22).
FTHSE Interface / Data Server
• Verify that the FactoryTalk Activation Manager has local
license activations or points to your remote FactoryTalk
Activation Server and that the activations are installed.
• In the FactoryTalk Administration Console, register your
FTHSE Server and assign to it point licenses resulting
from the license activations.
• In the System Management Tools, create mappings for
your Windows/Active Directory groups to the default
Historian groups (FTHAdministrators, FTHEngineers,
FTHOperators or FTHSupervisors).
A quick start configuration:
1. Go to System Management Tools > Security >
Mappings & Trusts > New Mapping.
2. Map your current Windows/Domain user to the piadmin
PI Identity.
Installation
For this role, install the following components:
• FactoryTalk Services (page 22), including FactoryTalk
Activation Manager (optional)
• Data server: FTL, RSLC, FTVSE Server, or a third-party
OPC Server.
NOTE
• FactoryTalk Historian Live Data Interface (page 26)
Configuration
• Verify that the Specify FactoryTalk Directory Location
utility points to the computer with the FactoryTalk
Directory installed.
16 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
• In the FactoryTalk Administration Console, verify that
your FactoryTalk application references the data server
installed on this computer.
Overview Chapter 1
FT Clients
• Verify that the Windows user has been mapped in the
System Management Tools to the appropriate default
Historian group.
• Use About PI-SDK (the PI SDK Utility) to create a PI
Server Connection back to your FTHSE Server.
• In the FactoryTalk Administration Console:
• Delete the local FTLD Interface on your FTHSE Server.
• Create a new FTLD Interface (referencing the remote
computer name) under your FTHSE Server and start the
service.
• In the Interface Configuration Utility:
• Configure the Interface Buffering subsystem.
• Configure the disconnected startup with point catching.
• Verify that the Interface is set to automatic startup.
• In the System Management Tools:
• Verify that a trust exists in your FTHSE Server to allow
the Interface to connect.
The Trust_FTLDInterface application trust is created
by default for the FTLDE application.
Installation
For this role, install the following components:
• FactoryTalk Services (page 22), including FactoryTalk
Activation Manager (optional)
• Any of the following clients:
• FactoryTalk Historian ActiveView
• FactoryTalk Historian BatchView
• FactoryTalk Historian DataLink
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 17
• FactoryTalk Historian ProcessBook
• FactoryTalk View SE (Server, Studio or Client)
Chapter 1 Overview
The FactoryTalk View SE Client
FactoryTalk View installation media.
Engineering Workstation
• PI Software Development Kit for ViewSE
NOTE
requires the Historian Connectivity
option, which is a part of the
• FactoryTalk VantagePoint Client
Configuration
• Verify that the Specify FactoryTalk Directory Location
utility points to the computer with the FactoryTalk
Directory installed.
• For any of the clients, verify that the Windows user has
been mapped in the System Management Tools to the
appropriate default Historian group.
• Use About PI-SDK (or the PI SDK Utility) to create a PI
Server Connection back to your FTHSE Server.
Installation
For this role, install the following components:
18 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
• FactoryTalk Services (page 22), including FactoryTalk
Activation Manager to function as the FactoryTalk
Activation Server
• FactoryTalk Historian SE Management Tools (page 27)
• FactoryTalk VantagePoint Dashboard Builder
Overview Chapter 1
Configuration
• Verify that the Specify FactoryTalk Directory Location
utility points to the computer with the FactoryTalk
Directory installed.
• Verify that the FactoryTalk Activation Manager points to
your FactoryTalk Activation Server and activations are
installed.
• Verify that the Windows user has been mapped in the
System Management Tools to the appropriate default
Historian group.
• Use About PI-SDK (the PI SDK Utility) to create a PI
Server Connection back to your FTHSE Server.
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 19
Chapter 1 Overview
20 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Chapter 2
For information on supported versions of SQL
mation/support/pcdc.page).
Install Microsoft SQL Server Express
Install core components
Follow the instructions below to install the following core
components of the FactoryTalk Historian SE system:
1. Microsoft SQL Server Express (page 21)
2. FactoryTalk Services (page 22)
Microsoft SQL Server is a requirement for running FactoryTalk
Historian Asset Framework.
FactoryTalk Historian SE supports Microsoft SQL Server
Express and Standard Editions. SQL Server Express Edition is
available on the FactoryTalk Historian SE installation media. If
you choose to use the SQL Standard Edition, please acquire
appropriate Client Access Licenses (CAL) and/or processor
licenses from Microsoft. For more information, refer to the
Microsoft site (http://www.microsoft.com/sqlserver/en/us/getsql-server/how-to-buy.aspx).
If you already have an SQL Server, you will be able to point to
it during the installation of FactoryTalk Historian Asset
Framework.
To install Microsoft SQL Server 2016 Express:
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 21
NOTE
Server, see the FactoryTalk Historian SE Release
Notes and/or the Rockwell Automation Product
Compatibility and Download Center
(http://www.rockwellautomation.com/rockwellauto
1. Run the FactoryTalk Historian SE installation wizard.
Chapter 2 Install core components
• For more information on installing
Install FactoryTalk Services
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Asset Framework > Install Microsoft SQL
Server 2016 Express.
3. Follow the on-screen instructions to complete the process.
NOTES
Microsoft SQL Server 2016 Express, refer
to the product documentation.
• We recommend that you use the default
settings during the installation of Microsoft
SQL Server Express
4. Restart the computer, if prompted.
FactoryTalk Services consists of the following components:
• FactoryTalk Services Platform with FactoryTalk Directory
FactoryTalk Services Platform is an underlying
architecture and a set of common services (such as
diagnostic messages, health monitoring services, access to
real-time data, and shared plant resources such as tags and
graphic displays) that Rockwell Automation products
build upon. It is a prerequisite for all FactoryTalk-enabled
software products.
• FactoryTalk Activation Manager
22 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
FactoryTalk Activation Manager allows you to download
activation files using an Internet connection, and transfer
the activation files to a computer that does not have an
Internet connection. Install this software on the same
computer as the FactoryTalk Directory server.
• FactoryTalk Linx
FactoryTalk Linx is a FactoryTalk Live Data server and a
device-based alarm and event server. FactoryTalk Linx
links Allen-Bradley networks and devices to Microsoft
Windows products such as the FactoryTalk View SE (HMI
software) and the RSLogix family of device programming
software. FactoryTalk Linx provides FactoryTalk
Install core components Chapter 2
It is recommended to install FactoryTalk Linx
server.
Historian SE with the data points (tags) it collects from
Rockwell Automation controllers.
NOTE
(Data Server) on the same machine as
FactoryTalk Historian Live Data Interface,
remote from the FactoryTalk Historian SE
• FactoryTalk Alarms and Events (optional)
FactoryTalk Alarms and Events provide a common,
consistent view of alarms and events throughout a
FactoryTalk system.
To install FactoryTalk Services:
1. Run the FactoryTalk Historian SE installation wizard.
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Services > Install FactoryTalk Services
and follow the screenshots listed:
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 23
3.
Chapter 2 Install core components
FactoryTalk Alarms and Events is not used
in the FactoryTalk Historian SE installation.
You may omit restarting the computer after
complete.
Click Help for more information, or refer to
your product installation package.
Perform FactoryTalk activations
4.
NOTE
5. Follow any on-screen instructions.
TIP
the FactoryTalk Services installation is
To perform the FactoryTalk activation:
1. Search for and open FactoryTalk Activation Manager
2. Follow the instructions displayed in the window to
configure your activations.
NOTE
the instructions from the Activate Rockwell
Software Products leaflet, available with
24 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Chapter 3
FactoryTalk Historian Asset Framework is a
SE.
FactoryTalk Historian Asset Framework is a
SE.
Install FactoryTalk Historian Asset Framework
Install FactoryTalk Historian Analysis Service
Install FactoryTalk Historian
Site Edition
Follow the instructions below to install the following suites of
the FactoryTalk Historian SE system:
1. FactoryTalk Historian Asset Framework (page 25)
2. FactoryTalk Historian Analysis Service (page 25)
3. FactoryTalk Historian SE Server (page 26)
4. FactoryTalk Historian Live Data Interface (page 26)
5. FactoryTalk Historian SE Management Tools (page 27)
NOTE
To install FactoryTalk Historian Asset Framework:
1. Run the FactoryTalk Historian SE installation wizard.
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Asset Framework > Install
FactoryTalk Historian AF Server.
3. Follow the on-screen instructions to complete the process.
NOTE
prerequisite for installing FactoryTalk Historian
prerequisite for installing FactoryTalk Historian
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 25
To install FactoryTalk Historian Analysis Service:
1. Run the FactoryTalk Historian SE installation wizard.
Chapter 3 Install FactoryTalk Historian Site Edition
Install FactoryTalk Historian SE Server
Install FactoryTalk Historian Live Data Interface
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Analysis Service.
3. Follow the on-screen instructions to complete the process.
To install FactoryTalk Historian SE server:
1. Run the FactoryTalk Historian SE installation wizard.
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Server.
3. Follow the on-screen instructions to complete the process.
The FactoryTalk Historian Live Data Interface collects data
points (tags) from the data server and passes them to the
FactoryTalk Historian SE server.
Install the FactoryTalk Historian Live Data Interface component
on the same computer as the data server and separate from the
computer that has the FactoryTalk Historian SE server installed.
After installing the interface, configure the buffering service on
the Historian interface computer. The buffering service stores
data in its memory so that in the event the interface is not able
to communicate with the FactoryTalk Historian SE server, the
data will not be lost.
By default, the FactoryTalk Historian Live Data Interface is
installed during the installation of the FactoryTalk Historian SE
Server. Such a configuration is typically used for demonstration
purposes rather than real-life production environments. It is
recommended to install the FactoryTalk Historian Live Data
Interface on a data server computer.
To install FactoryTalk Historian Live Data Interface:
1. Run the FactoryTalk Historian SE installation wizard.
26 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Install FactoryTalk Historian Site Edition Chapter 3
Install FactoryTalk Historian SE Management Tools
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Live Data Interface.
3. Follow the on-screen instructions to complete the process.
To install FactoryTalk Historian SE Management Tools:
1. Run the FactoryTalk Historian SE installation wizard.
2. On the welcome page of the installation wizard, click
Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Management Tools.
3. Follow the on-screen instructions to complete the process.
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 27
Chapter 3 Install FactoryTalk Historian Site Edition
28 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Appendix A
Before you call or write for help
Find the version and build numbers
Technical support and
resources
Rockwell Automation provides 24/7 dedicated technical support
internationally.
You can read complete information about technical support
options, and access all of the following resources at the
Rockwell Automation Support Web site
(http://www.rockwellautomation.com/support/).
When you contact Rockwell Automation Technical Support,
please provide:
• Product name, version, and/or build numbers.
• Computer platform (CPU type, operating system, and
version number).
• The time that the difficulty started.
• The message log(s) at that time. Consult your product
documentation on the location of the message log files.
To find version and build numbers for each Historian Server
subsystem (which vary depending on installed upgrades,
updates, or patches), use either of the following methods:
To check the numbers with System Management Tools
(SMT):
1. Search for System Management Tools in Windows
Search, and then open it.
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 29
2. Under Collectives and Servers, select the name of the
server you want to check.
Appendix A Technical support and resources
View computer platform information
3. Under System Management Tools, select Operation >
PI Version.
The Version in Memory and Version on Disk columns
display information on versions of all the server
subsystems.
If you do not have System Management Tools installed, open a
command prompt, change to the pi\adm directory, and type
piversion -v. To see individual version numbers for each
subsystem, change to the pi\bin directory and type the
subsystem name followed by the option -v (for example,
piarchss.exe -v).
To view platform specifications, press Windows + R to open
the Run dialog box, and then type
msinfo32.exe.
30 Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
B
Before you call or write for help
27
D
Documentation Feedback 30
Index
Install Microsoft SQL Server
Express 19
Installation Assistance 30
N
New Product Satisfaction Return
30
E
Engineering Workstation 16
F
Find the version and build
numbers 27
FT Clients 15
FTHSE Interface / Data Server 14
FTHSE Server 13
I
Install core components 19
Install FactoryTalk Historian
Analysis Service 23
Install FactoryTalk Historian
Asset Framework 23
Install FactoryTalk Historian Live
Data Interface 24
Install FactoryTalk Historian SE
Management Tools 25
Install FactoryTalk Historian SE
Server 24
Install FactoryTalk Historian Site
Edition 23
Install FactoryTalk Services 20
O
Overview 7
P
Perform FactoryTalk activations
22
Preface 2
R
Rockwell Automation Support 30
Role-based installation steps 9
S
Security setup 12
T
Technical support and resources
27
V
View computer platform
information 28
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020 31
Rockwell Automation Support
United States or
Canada
1.440.646.3434
Outside United States
Use the Worldwide Locator at
local Rockwell Automation representative.
United States
Contact your distributor. You must provide a Customer Support case number (call the phone
number above to obtain one) to your distributor to complete the return process.
Outside United States
Please contact your local Rockwell Automation representative for the return procedure.
Rockwell Automation provides technical information on the Web to assist you in using its products.
At http://www.rockwellautomation.com/support/ you can find technical and application notes, sample code, and
links to software service packs. You can also visit our Support Center at https://rockwellautomation.custhelp.com/
for software updates, support chats and forums, technical information, FAQs, and to sign up for product
notification updates.
In addition, we offer multiple support programs for installation, configuration, and troubleshooting. For more
information, contact your local distributor or Rockwell Automation representative, or visit
http://www.rockwellautomation.com/services/online-phone.
Installation Assistance
If you experience a problem within the first 24 hours of installation, review the information that is contained in this
manual. You can contact Customer Support for initial help in getting your product up and running.
or Canada
http://www.rockwellautomation.com/rockwellautomation/support/overview.page, or contact your
New Product Satisfaction Return
Rockwell Automation tests all of its products to help ensure that they are fully operational when shipped from the
manufacturing facility. However, if your product is not functioning and needs to be returned, follow these
procedures.
Documentation Feedback
Your comments will help us serve your documentation needs better. If you have any suggestions on how to
improve this document, complete this form, publication RA-DU002
http://www.rockwellautomation.com/literature/.
, available at
Rockwell Automation Publication HSE-QR003F-EN-E-September 2020
Supersedes Publication HSE-QR003E-EN-E–August 2019
Copyright © 2020 Rockwell Automation Technologies, Inc. All Rights Reserved.
Rockwell Automation maintains current product environmental information on its website at
http://www.rockwellautomation.com/rockwellautomation/about-us/sustainability-ethics/product-environmentalcompliance.page.
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