Rockwell Automation FactoryTalk Historian SE 3.01 User Manual

5 (1)
Rockwell Automation FactoryTalk Historian SE 3.01 User Manual

INSTALLATION AND CONFIGURATION 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

Copyright Notice

© 2012 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.

 

© 2010 OSIsoft, Inc. All rights reserved.

 

This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation

 

Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell

 

Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.

Trademark Notices

FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo are registered trademarks

 

of Rockwell Automation, Inc.

 

The following logos and products are trademarks of Rockwell Automation, Inc.:

 

FactoryTalk Historian Site Edition (SE), FactoryTalk Historian Machine Edition (ME), RSView, FactoryTalk View,

 

RSView Studio, FactoryTalk ViewStudio, RSView Machine Edition, RSView ME Station, RSLinx Enterprise,

 

FactoryTalk Services Platform, FactoryTalk Live Data, and FactoryTalk VantagePoint.

 

The following logos and products are trademarks of OSIsoft, Inc.:

 

PI System, Sequencia, Sigmafine, gRecipe, sRecipe, and RLINK.

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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 anytime without prior notice. It is your responsibility to obtain

 

the most current information available from Rockwell when installing or using this product.

Table of Contents

Overview

System Requirements

Pre-Installation Tasks

Chapter 1

 

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

 

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 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

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Table of Contents

Post-Installation Tasks

Configuring FactoryTalk

Historian

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

 

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

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Table of Contents

Troubleshooting FactoryTalk

Historian

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

 

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

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Table of Contents

Configuring Historian Servers in

High Availability Mode

Firewall-related Errors .......................................................................

114

Configuring Windows Firewall with WFCU ........................

115

Appendix A

 

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

Configuring Live Data Interface

Redundancy

FactoryTalk View SE TrendX

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

Upgrading FactoryTalk Historian to the Current Version ...........

137

Historian

 

 

 

Appendix E

 

Removing FactoryTalk Historian

Removing the Suite Using the Start Menu ........................................

140

 

Removing the Suite Using Control Panel ..........................................

140

 

Removing the Suite Using the Installation DVD.............................

141

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Rockwell Automation Publication HSE-IN024A-EN-E–December 2012

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)

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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

A direct data interface to FTLD delivers native FTLD data directly to

(FTLD)

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

FactoryTalk Historian SE is activated by Rockwell Automation's

Activation

central licensing system based on the FactoryTalk Activation

 

Server.

FactoryTalk

Because of a close integration of FactoryTalk Historian SE with

Diagnostics

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

FactoryTalk View Site Edition natively trends data from FactoryTalk

Trending

Historian SE.

FactoryTalk Historian

FactoryTalk Historian ME provides a Data Transfer service to allow

Machine Edition (ME)

its logged data to be transferred to the FactoryTalk Historian SE for

 

long-term storage and analysis.

FactoryTalk

The data from multiple FactoryTalk Historian SE Servers and

VantagePoint

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.

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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.

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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

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Overview Chapter 1

On the Local Hard Drive

In the Start Menu

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).

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)

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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)

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Rockwell Automation Publication HSE-IN024A-EN-E–December 2012

Overview Chapter 1

Technical Support and

Resources

Technical Support

Knowledgebase
Worldwide Support
Training Programs

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.

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.

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

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Chapter 1 Overview

TechConnect Support

(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.

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.

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Overview Chapter 1

Find the Version and Build

Numbers

View Computer Platform

Information

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).

To view platform specifications, right-click My Computer and select Properties. For more detailed information, choose Start > Run, and type msinfo32.exe.

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Chapter 1 Overview

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Rockwell Automation Publication HSE-IN024A-EN-E–December 2012

Chapter 2

FactoryTalk Historian SE

Server Machine

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.

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.

 

 

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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

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

 

 

FactoryTalk Historian Client

Machine

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)

 

 

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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

• Microsoft Windows Server 2008 R2

 

(both 32-bit and

• Microsoft Windows Server 2008

64-bit versions, if

• Microsoft Windows Server 2003 (with Service Pack 1 or later)

available)

• 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

Event Frames

SQL DB

Recommended

Count

Count

Size

Memory

(in MB)

(in MB)

(in MB)

(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

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Chapter 2 System Requirements

FactoryTalk Historian

DataLink

SQL Server requirements

Item

Description

 

 

Supported SQL Server editions

• Express

 

• Standard

 

 

Supported SQL Server versions (both

SQL Server 2008

32-bit and 64-bit versions, if

 

available)

 

Required SQL Server components

• Database Engine

 

• Agent (backup and replication)

 

 

Required memory

• 1GB for databases with up to 50000 elements

 

• 4 GB for databases with up to 200000 elements

 

 

 

For databases with up to 1000 elements, Asset Framework may be

NOTE

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).

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

 

 

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System Requirements Chapter 2

Item

Description

 

 

 

Other software

• 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

NOTES

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.

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Chapter 2 System Requirements

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Rockwell Automation Publication HSE-IN024A-EN-E–December 2012

Chapter 3

Pre-Installation Tasks

Synchronize Time Settings on FactoryTalk Historian System Computers

Before you install FactoryTalk Historian SE, do the following:

Synchronize time settings on Historian system computers (page 23).

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.

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Chapter 3 Pre-Installation Tasks

Disable the Windows Time

Zone (TZ) Environment

Variable

Learn About

Installation-related

Recommendations

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.

We recommend that you use the default installation options.

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.)

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Chapter 4

Installing FactoryTalk Historian

Installing Core Components

Install Microsoft SQL Server

In this chapter you will find instructions on how to install the following:

Core components of the product (page 25).

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-to- buy.aspx).

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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/).

 

If you want to install the Asset Framework SQL database

NOTE

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.

 

For more information on installing Microsoft SQL Server 2008

NOTE

Express, refer to the product documentation.

 

 

4. If instructed, restart the computer.

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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.

 

Make sure to install FactoryTalk Services Platform on all the computers,

NOTE

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.

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Chapter 4 Installing FactoryTalk Historian

Specify FactoryTalk

Directory Server Location

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.

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.

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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

Install FactoryTalk

Activation Manager

8.Click OK. The system connects to the FactoryTalk Directory server.

 

On the computers that have FactoryTalk Services Platform

NOTE

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.

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