Rockwell Automation FactoryTalk Historian SE 3.01 User Manual
INSTALLATION AND CON
FIGURATION GUIDE
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Supersedes Publication HSE-IN023A-EN-E–May 2012
Contact Rockwell Automation
Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support
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FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo are registered trademarks
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FactoryTalk Historian Site Edition (SE), FactoryTalk Historian Machine Edition (ME), RSView, FactoryTalk View,
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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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the most current information available from Rockwell when installing or using this product.
Chapter 1
Table of Contents
Overview
System Requirements
Integration with Other Rockwell Automation Products .................... 8
FactoryTalk Historian Installation Package ........................................... 9
Typical Architecture ..................................................................................... 9
User Documentation .................................................................................. 10
On the Installation DVD ..................................................................... 10
On the Local Hard Drive ..................................................................... 11
In the Start Menu ................................................................................... 11
Technical Support and Resources ........................................................... 13
Technical Support ................................................................................. 13
Knowledgebase .................................................................................. 13
Worldwide Support ......................................................................... 13
Training Programs ............................................................................ 13
TechConnect Support .................................................................... 14
Find the Version and Build Numbers ............................................... 15
View Computer Platform Information ............................................ 15
Chapter 2
FactoryTalk Historian SE Server Machine ........................................... 17
FactoryTalk Historian Live Data Interface Machine ......................... 18
FactoryTalk Historian Client Machine ................................................. 18
FactoryTalk Historian Asset Framework .............................................. 19
FactoryTalk Historian DataLink ............................................................ 20
Chapter 3
Pre-Installation Tasks
Synchronize Time Settings on FactoryTalk Historian System
Computers .................................................................................................... 23
Disable the Windows Time Zone (TZ) Environment Variable ...... 24
Learn About Installation-related Recommendations ......................... 24
Chapter 4
Installing FactoryTalk Historian
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 3
Installing Core Components .................................................................... 25
Install Microsoft SQL Server .............................................................. 25
Install FactoryTalk Services Platform ............................................... 27
Specify FactoryTalk Directory Server Location ........................ 28
Install FactoryTalk Activation Manager .......................................... 30
Table of Contents
Install RSLinx Enterprise (Data Server) ........................................... 31
Installing FactoryTalk Historian Suites ................................................. 32
Install FactoryTalk Historian Asset Framework ............................ 33
Installation Modes for FactoryTalk Historian Asset
Framework ......................................................................................... 34
Install FactoryTalk Historian Asset Framework Server .......... 36
Install FactoryTalk Historian SE Server ........................................... 39
Install FactoryTalk Historian Live Data Interface (Optional) ... 43
Install FactoryTalk Historian Management Tools (Optional) .. 47
Install Advanced Server (Optional) ................................................... 50
Install FactoryTalk VantagePoint (Optional) ................................ 52
Install Additional Historian Components ...................................... 52
Chapter 5
Post-Installation Tasks
Configuring FactoryTalk
Historian
View the Installation Log File .................................................................. 53
Verify that Historian Services are Running .......................................... 53
Verify that the Historian Server is Updating Data for Default Tags
.......................................................................................................................... 55
Add the AF Service Computer to the AFServer Group ..................... 55
Manually Create the Asset Framework Database ................................ 56
Manually Configure the Asset Framework Service ............................. 58
Perform the MDB to AF Synchronization ........................................... 59
Verify the MDB to AF Synchronization ............................................... 59
Disable Virus Scanning .............................................................................. 60
Chapter 6
Activating the Historian Server ............................................................... 61
Securing the Historian Server ................................................................... 62
Historian Security Components and Their Privileges .................. 63
Managing Historian Security Components .................................... 67
Creating Security Mappings ................................................................ 69
Managing Security of the Historian Server Database .................... 71
Configuring Firewall for FactoryTalk Historian ................................. 73
Configuring the Historian Server ............................................................ 75
Adding the Server to the FactoryTalk Directory ........................... 75
Verifying the FactoryTalk Historian Live Data Local Interface. 77
Managing Licenses ................................................................................. 77
4 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Table of Contents
Types of Licenses .............................................................................. 78
How Licenses Are Distributed Between License Pools ........... 80
Assigning License Activations to the Historian Server ........... 85
Allocating Licenses to Interface Types ........................................ 86
Viewing Allocated Licenses ............................................................ 89
Configuring Points ................................................................................ 90
Adding Individual Data Points Manually................................... 90
Adding Multiple Data Points Automatically ............................. 91
Viewing Current and Archive Data................................................... 93
Viewing Current Data ..................................................................... 93
Viewing Archive Data...................................................................... 94
Archiving and Backups ......................................................................... 95
Restarting FactoryTalk Historian SE Server ................................... 96
Configuring the Data Server ..................................................................... 96
Configuring Historian Interface Connections .................................... 97
Configuring FactoryTalk Historian Live Data Interface .................. 98
Registering Live Data Interfaces ......................................................... 98
Live Data Interface Services ................................................................. 99
Enable Buffering .................................................................................. 100
Manually Enabling Excel Add-ins ........................................................ 103
Recording Messages Using FactoryTalk Diagnostics ...................... 104
Message Parameters ............................................................................ 104
Viewing Messages ................................................................................ 105
Chapter 7
Troubleshooting FactoryTalk
Historian
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 5
Using FactoryTalk Historian ME Modules with FactoryTalk
Security ....................................................................................................... 107
Verifying the Windows Administrator Privileges ............................ 108
Resolving Error and Warning Messages.............................................. 109
General .................................................................................................. 109
Error: System is a PINs Node ..................................................... 109
Error: Server Not Found .............................................................. 110
Error: Failure to Retrieve Interface Information ................... 111
No Connection to FactoryTalk Directory ................................... 111
Schema Creation ............................................................................ 112
Folders Creation ............................................................................ 113
Table of Contents
Firewall-related Errors ....................................................................... 114
Configuring Windows Firewall with WFCU ........................ 115
Appendix A
Configuring Historian Servers in
High Availability Mode
Configuring Live Data Interface
Redundancy
FactoryTalk View SE TrendX
High Availability (HA) Architecture .................................................. 117
Working with Server Collectives .......................................................... 119
Creating Server Collectives .................................................................... 120
Verifying Communication Between Server Collective Members . 122
Verifying Replication of Configuration Changes in the Primary
Server ........................................................................................................... 124
Assigning License Activations to Server Collectives ........................ 125
Configuring Interfaces and Buffering Services for Historian Server
Collectives .................................................................................................. 128
Appendix B
Overview ..................................................................................................... 129
Appendix C
Creating Security Trusts for the FactoryTalk View TrendX Display
Object .......................................................................................................... 131
Configuring Trend Properties .............................................................. 134
Appendix D
Upgrading FactoryTalk
Historian
Upgrading FactoryTalk Historian to the Current Version ........... 137
Appendix E
Removing FactoryTalk Historian
6 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Removing the Suite Using the Start Menu ........................................ 140
Removing the Suite Using Control Panel .......................................... 140
Removing the Suite Using the Installation DVD ............................. 141
Chapter 1
Overview
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 and 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.
In the following chapters, you will find information on how to
install, secure, configure, use, and troubleshoot FactoryTalk
Historian SE:
• System Requirements (page 17)
• Pre-Installation Tasks (page 23)
• Installing FactoryTalk Historian (page 25)
• Post-Installation Tasks (page 53)
• Configuring FactoryTalk Historian (page 61)
• Troubleshooting FactoryTalk Historian (page 107)
• Appendix A: Configuring Historian Servers in High
Availability Mode (page 117)
• Appendix B: Configuring Live Data Interface Redundancy
(page 129)
• Appendix C: FactoryTalk View SE TrendX (page 131)
• Appendix D: Upgrading FactoryTalk Historian (page 137)
• Appendix E: Removing FactoryTalk Historian (page 139)
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 7
Chapter 1 Overview
Integration with Other Rockwell Automation Products
FactoryTalk Historian SE is closely integrated with FactoryTalk
Services Platform and the following Rockwell Automation
applications:
Application Description
FactoryTalk Live Data
(FTLD)
A direct data interface to FTLD delivers native FTLD data directly to
FactoryTalk Historian SE without requiring intermediate interfaces
and standards such as OPC.
FactoryTalk Directory FactoryTalk Historian SE uses FactoryTalk Directory to look up data
points for configuring points to historize. The FactoryTalk Directory
is also used for auto-discovering controller data sources and tags in
the initial configuration process.
FactoryTalk
Activation
FactoryTalk Historian SE is activated by Rockwell Automation's
central licensing system based on the FactoryTalk Activation
Server.
FactoryTalk
Diagnostics
Because of a close integration of FactoryTalk Historian SE with
FactoryTalk Diagnostics, all system and diagnostics messages from
FactoryTalk Historian SE are centrally stored and maintained in the
FactoryTalk Diagnostics database.
FactoryTalk Audit All FactoryTalk Historian SE Server auditing messages are stored
and available in the FactoryTalk Audit database.
FactoryTalk View SE
Trending
FactoryTalk Historian
Machine Edition (ME)
FactoryTalk View Site Edition natively trends data from FactoryTalk
Historian SE.
FactoryTalk Historian ME provides a Data Transfer service to allow
its logged data to be transferred to the FactoryTalk Historian SE for
long-term storage and analysis.
FactoryTalk
VantagePoint
The data from multiple FactoryTalk Historian SE Servers and
FactoryTalk Historian ME Servers can be brought together into a
single information management and decision support system
using FactoryTalk VantagePoint.
FactoryTalk Batch The event journal data from your FactoryTalk Batch system can be
collected through the FactoryTalk Batch Interface and stored
within FactoryTalk Historian SE.
8 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Overview Chapter 1
FactoryTalk Historian Installation Package
Typical Architecture
The FactoryTalk Historian SE installation DVD contains the
following software products:
• FactoryTalk Services Platform (with FactoryTalk Directory)
• FactoryTalk Historian Asset Framework
• FactoryTalk Historian SE (includes FactoryTalk Historian SE
Server, FactoryTalk Historian Live Data Interface, and
FactoryTalk Activation Manager)
• FactoryTalk Historian Management Tools
• RSLinx Enterprise
• FactoryTalk Historian DataLink
The following diagram shows a typical architecture of the
FactoryTalk Historian SE environment.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 9
Chapter 1 Overview
User Documentation
On the Installation DVD
The user documentation on FactoryTalk Historian SE is available in
the following locations:
• The FactoryTalk Historian SE installation DVD (page 10).
• The computer on which you have installed FactoryTalk
Historian SE (page 11).
• The Help folder in the Start menu (page 11).
There are the following locations on the FactoryTalk Historian SE
installation DVD with the user documentation and
documentation-related resources:
• The Open Installation Instructions > Installation
Instructions page
On this page you will find the following resources:
• FactoryTalk Historian SE Installation Assistant
• FactoryTalk Historian SE Installation and Configuration
Guide
• Adobe Reader required to open PDF files.
• The Read Documentation > Documentation page
On this page you will find the following resources:
• FactoryTalk Historian SE Upgrade and Migration Guide
• FactoryTalk Historian SE Installation and Configuration
Guide
• FactoryTalk Historian SE Reference Guide
• FactoryTalk Historian Live Data Interface User Guide
• Introduction to Historian SE Server System Management
Guide
• FactoryTalk Historian SE Release Notes
10 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Overview Chapter 1
• Adobe Reader required to open the PDF files.
• A link to the Redist\Docs folder on the installation DVD
that stores all the user documentation.
• A link to the Rockwell Automation Literature Library
(http://literature.rockwellautomation.com/idc/groups/pu
blic/documents/webassets/browse_category.hcst).
• The Watch Historian How-to Videos on YouTube link on
the main page of the installation wizard.
A link to a Rockwell Automation channel at YouTube
devoted to FactoryTalk Historian
(http://www.youtube.com/playlist?list=PLB6E76CAA1F7F
F7B5&feature=plcp).
On the Local Hard Drive
In the Start Menu
To access the user documentation available on your computer, go to
the following locations:
• On a 32-bit operating system:
C:\Program Files\Common Files\Rockwell\Help.
• On a 64-bit operating system:
C:\Program Files (x86)\Common Files\Rockwell\Help.
Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Help to access the following documents:
• Auditing the FactoryTalk Historian SE Server User Guide
(.pdf)
• Configuring FactoryTalk Historian SE Security User Guide
(.pdf)
• FactoryTalk Historian DataLink Online Help (.chm)
• FactoryTalk Historian SE Live Data Interface User Guide
(.pdf)
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 11
Chapter 1 Overview
• FactoryTalk Historian SE AF 2010 R2 Installation and
Maintenance Guide (.pdf)
• FactoryTalk Historian SE Applications User Guide (.pdf)
• FactoryTalk Historian SE Buffering User Guide (.pdf)
• FactoryTalk Historian SE High Availability Administrator
Guide (.pdf)
• FactoryTalk Historian SE Interface Configuration Utility User
Guide (.pdf)
• Introduction to Historian SE Server System Management (.pdf)
• FactoryTalk Historian SE MDB to AF Transition Guide (.pdf)
• FactoryTalk Historian SE OPC DA Interface Failover Manual
(.pdf)
• FactoryTalk Historian SE OPC Interface Manual (.pdf)
• FactoryTalk Historian SE Server Reference Guide (.pdf)
• FactoryTalk Historian SE System Explorer User Guide (.pdf)
• FactoryTalk Historian SE System Management Guide (.pdf)
• FactoryTalk Historian DataLink User Guide (.pdf)
• FactoryTalk Historian SE Installation and Configuration
Guide (.pdf)
• FactoryTalk Historian SE Upgrade and Migration Guide (.pdf)
• FactoryTalk Historian SE Online Help (.chm)
• FactoryTalk Historian DataLink Release Notes (.htm)
• FactoryTalk Historian SE Release Notes (.chm)
12 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Overview Chapter 1
Technical Support and Resources
Technical Support
Knowledgebase
Rockwell provides dedicated technical support internationally, 24
hours a day, 7 days a week.
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/).
Please visit Rockwell Automation Customer Support Center
(http://www.rockwellautomation.com/support/) for access to user
forums, sample code, software and firmware updates, product
manuals, and other downloads.
The Customer Support Center offers an extensive online
knowledgebase that includes frequently asked questions (FAQs) and
the latest patches. Please visit the support site
(http://www.rockwellautomation.com/resources/support.html)
and select the Knowledgebase link located under Tools &
Resources to:
• View technical and application notes.
• Obtain software patches and firmware updates.
• Subscribe to product and service e-mail notifications.
• Ask questions.
Worldwide Support
If you are not located in North America and want to contact
Rockwell Automation Support, use the Worldwide Locator
(http://www.rockwellautomation.com/locations/) for worldwide
contact information.
Training Programs
Rockwell Automation offers a wide range of training programs that
include e-learning, regularly scheduled and custom-tailored classes,
self-paced training, and certificate programs. For more information
on the trainings, visit the Rockwell Automation Training site
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 13
Chapter 1 Overview
(http://www.rockwellautomation.com/services/training/) or call
1.440.646.3434.
If you are not located in North America and want to contact
Rockwell Automation Support, use the Worldwide Locator
(http://www.rockwellautomation.com/locations/) for worldwide
contact information.
TechConnect Support
With TechConnect Support, your site has unlimited, real-time
access to Rockwell Automation's global network of Customer
Support Centers and technical resources. TechConnect service
levels are provided at the TechConnect site
(http://www.rockwellautomation.com/services/onlinephone/techc
onnect/).
When you contact Rockwell Technical Support, please provide:
• Product name, version, and/or build numbers.
• Computer platform (CPU type, operating system, and version
number).
• Exact wording of any messages that appeared on your screen.
• The message log(s) at that time.
• Descriptions of:
• What happened and what you were doing when the
problem occurred.
• How you tried to solve the problem.
14 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Overview Chapter 1
Find the Version and Build Numbers
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. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under Collectives and Servers, select the name of the server
you want to check.
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).
View Computer Platform Information
To view platform specifications, right-click My Computer and
select Properties. For more detailed information, choose Start >
Run, and type msinfo32.exe.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 15
Chapter 1 Overview
16 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Chapter 2
System Requirements
The hardware required with FactoryTalk Historian Site Edition
depends on the demands an application places on the system. The
greater the demand, the more powerful a system is required. In any
application, faster processors and more memory will result in better
performance. In addition, there should always be sufficient disk
space to provide virtual memory that is at least twice the size of the
physical memory.
FactoryTalk Historian SE Server Machine
Learn about the system requirements for the following components
of FactoryTalk Historian SE:
• FactoryTalk Historian SE Server Machine (page 17)
• FactoryTalk Historian Live Data Interface Machine (page 18)
• FactoryTalk Historian Client Machine (page 18)
• FactoryTalk Historian Asset Framework (page 19)
• FactoryTalk Historian DataLink (page 20)
Item Description
System requirements
• FactoryTalk Historian SE 25,000 points and below
Minimum: Intel Pentium Xeon, 3.2 GHz, 4GB RAM
• FactoryTalk Historian SE 50,000 points and below
Minimum: Intel Pentium Xeon, 3.2 GHz, 4GB RAM
• FactoryTalk Historian SE 100,000 points and below
Minimum: Intel Pentium Xeon dual processor, 3.4 GHz, 4GB
RAM
Hardware
• 100 Megabit or faster Ethernet card, network cable,
concentrator if using twisted pair wiring; TCP/IP protocol.
• SVGA TrueColor monitor with 1 MB of video RAM and
1024x768 resolution.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 17
Chapter 2 System Requirements
•
Item Description
Operating systems Microsoft Windows Server 2008 R2 with Service Pack 1 64-bit
FactoryTalk Historian Live Data Interface Machine
FactoryTalk Historian Client Machine
Item Description
Hardware Minimum: Intel Celeron D, 3.0Ghz, 512MB RAM
Operating systems
Microsoft Windows 7 with Service Pack 1 32-bit and 64-bit
• Microsoft Windows XP with Service Pack 3 32-bit
• Microsoft Windows Server 2003 R2 with Service Pack 2 32-bit
and 64-bit
• Microsoft Windows Server 2008 R2 with Service Pack 1 64-bit
• Microsoft Windows Server 2008 with Service Pack 2 32-bit and
64-bit
Item Description
Hardware
• 100 Megabit or faster Ethernet card, network cable;
concentrator if using twisted pair wiring; TCP/IP protocol
• SVGA TrueColor monitor with 1 MB of video RAM and
1024x768 resolution
• Minimum: Intel Pentium III, 600Mhz, 512MB RAM
• Recommended: Intel Celeron, 3GHz or higher, 1GB RAM or
more
Operating systems
• Microsoft Windows 7 with Service Pack 1 32-bit and 64-bit
• Microsoft Windows XP with Service Pack 3 32-bit
• Microsoft Windows Server 2008 R2 with Service Pack 1 64-bit
• Microsoft Windows Server 2008 with Service Pack 2 32-bit and
64-bit
Other software
• Microsoft Internet Explorer 6SP1, IE7, IE8
• Microsoft Excel 2003 or newer for FactoryTalk Historian
DataLink or FactoryTalk Historian System Management Tools
(SMT)
18 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
System Requirements Chapter 2
FactoryTalk Historian Asset Framework
FactoryTalk Historian Asset Framework requirements
Item Description
Hardware Processor: a single quad-core processor, minimum 2.2 GHz
Operating systems
(both 32-bit and
64-bit versions, if
available)
• Microsoft Windows Server 2008 R2
• Microsoft Windows Server 2008
• Microsoft Windows Server 2003 (with Service Pack 1 or later)
• Microsoft Windows 7
• Microsoft Windows Vista
• Microsoft Windows XP with Service Pack 2 or later
Database size
Database storage is consumed depending on the type and quantity of
FactoryTalk Historian Asset Framework objects. The table below
shows approximate database sizes of some representative Asset
Framework systems.
AF Element
Count
(in MB)
Event Frames
Count
(in MB)
SQL DB
Size
(in MB)
Recommended
Memory
(in MB)
0 0 40 24
1,000 10,000 165 99
2,000 20,000 285 171
3,000 30,000 400 240
4,000 40,000 520 312
5,000 50,000 640 384
6,000 60,000 755 453
10,000 100,000 1,100 660
20,000 200,000 2,230 1,338
30,000 300,000 3,300 1,980
40,000 400,000 4,320 2,592
50,000 500,000 5,380 3,228
100,000 1,000,000 10,640 6,384
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 19
Chapter 2 System Requirements
SQL Server requirements
Item Description
Supported SQL Server editions
Supported SQL Server versions (both
32-bit and 64-bit versions, if
available)
Required SQL Server components
Required memory
NOTE
For databases with up to 1000 elements, Asset Framework may be
installed on the FactoryTalk Historian server.
For more information on the Microsoft SQL Server system requirements,
refer to the Microsoft Development Network
(http://msdn.microsoft.com/en-us/library/ms143506(SQL.90).aspx).
• Express
• Standard
SQL Server 2008
• Database Engine
• Agent (backup and replication)
• 1GB for databases with up to 50000 elements
• 4 GB for databases with up to 200000 elements
FactoryTalk Historian DataLink
Item Description
Hardware
• Physical memory:
Min. 32 MB, recommended 128 MB
• Processor: Pentium or higher
• Disk space requirements:
Min. 120 MB for application files and registry entries as well as
space for keeping a backup copy of the pisdk.msi and
ProcessBook.msi files.
Operating systems
• Microsoft Windows Server 2008 R2
• Microsoft Windows 7
• Microsoft Windows XP with Service Pack 2 or higher
20 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
•
•
Item Description
System Requirements Chapter 2
Other software
NOTES
• Microsoft Excel Versions:
Microsoft Excel 2010 (32-bit) *, **
Microsoft Excel 2007 *
• FactoryTalk Services Platform 2.50 (CPR 9 SR 5)
* If this is a Microsoft Office upgrade and there is a pre-existing
installation of DataLink 4.x on that machine, a removal and
reinstallation of DataLink may be necessary. Refer to the KB article
254380
(http://rockwellautomation.custhelp.com/app/answers/detail/a_id/25
4380/kw/254380) to eliminate VBA related errors that might occur
after an Excel upgrade.
** In rare instances, the PI tab does not appear on the ribbon
immediately following the installation of the Microsoft Excel add-in.
Refer to the KB article 254379
(http://rockwellautomation.custhelp.com/app/answers/detail/a_id/25
4379/kw/254379) to resolve the situation.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 21
Chapter 2 System Requirements
22 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Chapter 3
Pre-Installation Tasks
Before you install FactoryTalk Historian SE, do the following:
• Synchronize time settings on Historian system computers
(page 23).
Synchronize Time Settings on FactoryTalk Historian System Computers
• Disable the Windows time zone (page 23).
• Learn about installation-related recommendations (page 24).
For all machines that are part of the FactoryTalk Historian system,
you must ensure that the time is set correctly and synchronized with
the FactoryTalk Historian server. In addition, make sure that all
Windows machines have the proper time-zone settings and that they
are set to automatically adjust for daylight-saving changes.
The clocks of the FactoryTalk Historian server computer and client
computers should all be synchronized. This is typically done through
the domain controller. The domain controller's time is synchronized
first by an NTP source. Then, the domain controller synchronizes
all the other computers that are a part of the FactoryTalk Historian
system.
For details, search the Rockwell Automation Technical Support
(http://rockwellautomation.custhelp.com/) web site for daylight
saving time.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 23
Chapter 3 Pre-Installation Tasks
Disable the Windows Time Zone (TZ) Environment Variable
The Windows time zone (TZ) environment variable adversely
affects the Historian server. You must ensure that TZ is not set on
the Historian server computer.
To confirm that the TZ variable is not set on computers prior to
Windows 2008:
1. Go to Start > My Computer.
2. Right-click and select Properties.
3. In the System Properties dialog box, click the Advanced tab.
4. Click Environment Variables.
5. If the TZ variable is present, delete it.
6. If prompted, restart the computer.
To confirm that the TZ variable is not set on Windows Server
2008 and 2008 R2:
1. Go to Start > My Computer.
2. Right-click and select Properties.
3. Click Advanced system settings.
4. Click Environment Variables.
5. If the TZ variable is present, delete it.
6. If prompted, restart the computer.
Learn About
We recommend that you use the default installation options.
Installation-related
Recommendations
24 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
If you want to use the SMT software installed on a FactoryTalk
Historian SE server computer to manage a FactoryTalk Historian
Live Data Interface installed on another computer, you must log on
to both computers with the same user name. (The user must have
administrator privileges on both computers.)
Chapter 4
Installing FactoryTalk Historian
In this chapter you will find instructions on how to install the
following:
• Core components of the product (page 25).
Installing Core Components
Install Microsoft SQL Server
• FactoryTalk Historian suites (page 32).
In this section you will find instructions on how to install the
following core components of FactoryTalk Historian SE:
• Microsoft SQL Server (page 25)
• FactoryTalk Services Platform (page 27)
• FactoryTalk Activation Manager (page 30)
• RSLinx Enterprise (Data Server) (page 31)
Microsoft SQL Server 2008 is a requirement for running
FactoryTalk Historian Asset Framework.
FactoryTalk Historian SE 3.01 supports SQL Server Express and
Standard Editions. Rockwell Automation recommends using the
SQL Server Express Edition, which is available on the FactoryTalk
Historian SE installation DVD. If you choose to use the SQL
Standard Edition (for example, from the FactoryTalk VantagePoint
installation DVD), 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/get-sql-server/how-tobuy.aspx).
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 25
Chapter 4 Installing FactoryTalk Historian
If you already have an SQL Server, you will be able to point to it
during the installation of FactoryTalk Historian Asset Framework.
If you are going to use FactoryTalk VantagePoint as your Historian
client, you can use Microsoft SQL Server 2008 R2 that is provided
on the FactoryTalk VantagePoint installation DVD. Refer to the
following documentation before the installation of the SQL Server:
• FactoryTalk VantagePoint Getting Results Guide, section
"Installing and Configuring IIS". The guide is available on
the FactoryTalk VantagePoint installation DVD.
• Article 279061 - How to install Microsoft SQL Server 2008
R2 for use with FactoryTalk VantagePoint v3.1.5 and higher.
The article is available on the Rockwell Automation
Knowledgebase
(http://rockwellautomation.custhelp.com/).
NOTE
If you want to install the Asset Framework SQL database
only, you need to run the installation on the machine with
the Microsoft SQL Server installed.
To install Microsoft SQL Server 2008 Express:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Historian Asset
Framework > Install Microsoft SQL Server 2008 Express.
The installation wizard appears.
3. Follow the on-screen instructions to complete the process.
NOTE
For more information on installing Microsoft SQL Server 2008
Express, refer to the product documentation.
4. If instructed, restart the computer.
26 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Installing FactoryTalk Historian Chapter 4
Install FactoryTalk Services Platform
When you select this option, the following components will be
installed:
• FactoryTalk Diagnostics
• Windows Firewall Configuration Utility (WFCU)
• FactoryTalk Services Platform
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, such as FactoryTalk Historian SE, FactoryTalk View, and
RSLinx Enterprise.
FactoryTalk Diagnostics collects and provides access to activity,
status warnings, and error messages generated throughout a
FactoryTalk system.
For more information on FactoryTalk, refer to FactoryTalk Help.
You can access it from Start > All Programs > Rockwell Software >
FactoryTalk Tools > FactoryTalk Help after you have installed
FactoryTalk Services Platform on your machine.
NOTE
Make sure to install FactoryTalk Services Platform on all the computers,
including the computer that will serve as the FactoryTalk Directory.
To install FactoryTalk Services Platform:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Services
Platform > Install FactoryTalk Services Platform.
Rockwell Automation Publication HSE-IN024A-EN-E–December 2012 27
Chapter 4 Installing FactoryTalk Historian
The system checks if you have all the required components
installed. If any components are missing, a dialog box appears
prompting you to install the missing components. Click
Install to install the components.
The installation wizard appears.
3. On the Welcome... page, click Next.
4. On the License Agreement page, read and accept the terms of
the license agreement, selecting the I accept... option.
Click Next.
5. On the Setup Type page, select Standard and click Next.
6. On the Ready to Install the Program page, click Install to
start the installation.
Specify FactoryTalk Directory Server Location
The Installing page appears with the status of the installation.
7. On the InstallShield Wizard Completed page, click Finish
to exit the wizard.
You may be prompted to restart your computer to complete
the installation. If you do not choose to restart your computer
at this time, be sure to restart it at the completion of the
required installation steps for FactoryTalk Historian SE.
This configuration points your client computer to the FactoryTalk
Directory server computer. Once your computer is connected to the
FactoryTalk Directory server, you can use the client computer to
administer the Network directory on the FactoryTalk Directory
server computer. Also, the FactoryTalk Administration Console
window on your client computer reflects the content of the
Network Directory server computer.
28 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
Installing FactoryTalk Historian Chapter 4
To specify the FactoryTalk Directory server location:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Services
Platform > Specify FactoryTalk Directory Server Location.
The FactoryTalk Directory Server Location Utility dialog
box appears.
3. In the FactoryTalk Directory Server Location Utility dialog
box, identify the computer that hosts the FactoryTalk
Directory server. If it is the current computer, leave localhost in
the text box. Otherwise, do the following to point to the
proper FactoryTalk Directory computer:
1. Click the ellipsis button (
). The Login User dialog box
appears.
2. In the User name and Password text boxes, type the
credentials to the current FactoryTalk Directory machine.
The FactoryTalk Directory Server Configuration dialog
box appears.
3. Select the Remote computer option and click the ellipsis
button (
) to open the Browse for Computer dialog box.
4. Select the machine that hosts the FactoryTalk Directory
and click OK.
The name of the machine appears in the FactoryTalk
Directory Server Location Utility dialog box.
5. Click OK.
6. In the message box informing you that you will need to
restart the computer, click OK.
7. In the Log On to FactoryTalk (New Server) dialog box,
type the user name and password to the newly selected
FactoryTalk Directory machine.
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Chapter 4 Installing FactoryTalk Historian
8. Click OK. The system connects to the FactoryTalk
Directory server.
Install FactoryTalk Activation Manager
NOTE
On the computers that have FactoryTalk Services Platform
installed, you can open the Specify FactoryTalk
Directory Server Location Utility dialog box also from
Start > All Programs > Rockwell Software > FactoryTalk
Tools > Specify FactoryTalk Directory Location.
FactoryTalk Activation Manager allows you to download activation
files using an Internet connection, and transfer activation files to a
computer that does not have an Internet connection. Install this
software on the same computer as the FactoryTalk Directory server.
To install the FactoryTalk Activation Manager:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian Site Edition > Install FactoryTalk
Services Platform > Install FactoryTalk Activation.
The FactoryTalk Activation Manager installation wizard
appears with a list of prerequisite packages.
Click Continue.
3. In the message box that appears:
• Click Yes, if you want to install the software for Rockwell
Automation USB dongles.
The drivers are used to support mobile activations which
are locked in a hardware dongle.
Follow the on-screen instruction to install the software.
• Click No, if you want to skip this step.
4. On the Welcome... page, click Next.
30 Rockwell Automation Publication HSE-IN024A-EN-E–December 2012
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