INSTALLATION AND CON
FIGURATION GUIDE
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Supersedes Publication HSE-IN024A-EN-E–December 2012
Contacting Rockwell
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Live Data, FactoryTalk Services Platform, FactoryTalk VantagePoint, FactoryTalk View, FactoryTalk ViewStudio,
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This product is warranted in accordance with the product license. The product’s performance may be affected
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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
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Chapter 1
Table of Contents
Overview
Pre-Installation Tasks
Installing FactoryTalk Historian
Integration with Other Rockwell Automation Products .................. 10
FactoryTalk Historian Installation Package ......................................... 11
Typical Architecture ................................................................................... 11
System Requirements ................................................................................. 12
User Documentation .................................................................................. 13
On the Installation DVD ..................................................................... 13
On the Local Hard Drive ..................................................................... 14
In the Start Menu ................................................................................... 15
Chapter 2
Synchronize Time Settings on FactoryTalk Historian System
Computers .................................................................................................... 17
Disable the Windows Time Zone (TZ) Environment Variable ...... 17
Learn About Installation-related Recommendations ......................... 18
Configure IIS for Advanced Server ......................................................... 18
Chapter 3
Installing Core Components .................................................................... 21
Install Microsoft SQL Server .............................................................. 21
Install FactoryTalk Services Platform ............................................... 23
Specify FactoryTalk Directory Server Location ........................ 24
Install FactoryTalk Activation Manager .......................................... 25
Install RSLinx Enterprise (Data Server) ........................................... 26
Installing FactoryTalk Historian Suites ................................................. 28
Install FactoryTalk Historian Asset Framework ............................ 28
Installation Modes for FactoryTalk Historian Asset
Framework ......................................................................................... 29
Install FactoryTalk Historian Asset Framework Server .......... 31
Install FactoryTalk Historian SE Server ........................................... 34
Install FactoryTalk Historian Live Data Interface (Optional) ... 38
Install FactoryTalk Historian Management Tools (Optional) .. 41
Install FactoryTalk VantagePoint (Optional) ................................ 44
Install Additional Historian Components ...................................... 44
Installing Advanced Server Components (Optional) ........................ 44
Install ACE .............................................................................................. 47
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 3
Table of Contents
Install OLEDB Enterprise ................................................................... 48
Install OLEDB Provider ...................................................................... 48
Install SQL Data Access Server........................................................... 49
Install JDBC ............................................................................................ 50
Install Notifications ............................................................................... 50
Install Web Services ............................................................................... 51
Install OPC DA/HDA Server ............................................................ 52
Install OPC Client ................................................................................ 52
Chapter 4
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
Manually Create or Upgrade the AF SQL Database .......................... 55
Create the AFServers Local Group on the AF Application Service
Computer................................................................................................. 56
Execute the SQL Scripts to Create and Populate the AF SQL
Database ................................................................................................... 57
Modify the AF Application Service Connect String ..................... 59
Configure AF Application Service to Point to a Different AF
SQL Database ......................................................................................... 60
Perform the MDB to AF Synchronization ........................................... 61
Verify the MDB to AF Synchronization ............................................... 61
Disable Virus Scanning .............................................................................. 61
Chapter 5
Activating the Historian Server ............................................................... 63
Securing the Historian Server ................................................................... 64
Historian Security Components and Their Privileges .................. 65
Managing Historian Security Components .................................... 69
Creating Security Mappings ................................................................ 71
Managing Security of the Historian Server Database .................... 73
Configuring Firewall for FactoryTalk Historian ................................. 75
Configuring the Historian Server ............................................................ 78
Adding the Server to the FactoryTalk Directory ........................... 78
Verifying the FactoryTalk Historian Live Data Local Interface. 79
4 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Table of Contents
Managing Licenses ................................................................................. 80
Types of Licenses .............................................................................. 80
How Licenses Are Distributed Between License Pools ........... 83
Assigning License Activations to the Historian Server ........... 88
Allocating Licenses to Interface Types ........................................ 90
Viewing Allocated Licenses ............................................................ 93
Configuring Points ................................................................................ 95
Adding Individual Data Points Manually................................... 96
Adding Multiple Data Points Automatically ............................. 97
Viewing Current and Archive Data................................................... 99
Viewing Current Data ..................................................................... 99
Viewing Archive Data................................................................... 100
Archiving and Backups ...................................................................... 100
Restarting FactoryTalk Historian SE Server ................................ 102
Configuring the Data Server .................................................................. 103
Configuring Historian Interface Connections ................................. 103
Configuring FactoryTalk Historian Live Data Interface ............... 104
Registering Live Data Interfaces ...................................................... 104
Live Data Interface Services .............................................................. 105
Enable Buffering .................................................................................. 106
Enabling Excel Add-ins for Historian Clients ................................... 109
Activating Excel COM Add-ins for FactoryTalk Historian
DataLink .................................................................................................... 110
Recording Messages Using FactoryTalk Diagnostics ...................... 111
Message Parameters ............................................................................ 112
Viewing Messages ................................................................................ 112
Chapter 6
Troubleshooting FactoryTalk
Historian
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 5
Using FactoryTalk Historian ME Modules with FactoryTalk
Security ....................................................................................................... 113
Verifying the Windows Administrator Privileges ............................ 114
Resolving Error and Warning Messages.............................................. 115
General .................................................................................................. 115
Error: System is a PINs Node ..................................................... 115
Error: Server Not Found .............................................................. 115
Error: Failure to Retrieve Interface Information ................... 116
Table of Contents
No Connection to FactoryTalk Directory ................................... 117
Schema Creation ............................................................................ 117
Folders Creation ............................................................................ 118
Firewall-related Errors ....................................................................... 119
Configuring Windows Firewall with WFCU ........................ 121
Appendix A
Configuring Historian Servers in
High Availability Mode
Configuring the Advanced
Server Components
High Availability (HA) Architecture .................................................. 123
Working with Server Collectives .......................................................... 125
Creating Server Collectives .................................................................... 126
Verifying Communication Between Server Collective Members . 128
Verifying Replication of Configuration Changes in the Primary
Server ........................................................................................................... 129
Assigning License Activations to Server Collectives ........................ 131
Configuring Interfaces and Buffering Services for Historian Server
Collectives .................................................................................................. 135
Appendix B
Configuring ACE ..................................................................................... 137
Configure ACE Manager .................................................................. 138
Verify the Connection with the Historian Server ....................... 138
Start the ACE Scheduler ................................................................... 139
Verify the ACE Scheduler Status .................................................... 139
Configuring OLEDB .............................................................................. 140
Verify the OLEDB Enterprise Installation ................................... 140
Verify the Connection with the Historian Server ....................... 141
Verify the OLE DB MMC Snap-in Status ................................... 141
Configuring SQL Data Access Server ................................................. 142
Verify the SQL Data Access Server Status .................................... 142
Configuring JDBC ................................................................................... 142
Configuring Notifications...................................................................... 142
Verify the Notifications Status ........................................................ 144
Create Module Database Attributes .............................................. 144
Create Notifications ........................................................................... 146
Assign Licenses to Notifications...................................................... 148
Restart the Historian Server ............................................................. 149
Start Notifications .............................................................................. 150
6 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Table of Contents
Verify the License Consumption by the Notifications .............. 151
Configuring Web Services ...................................................................... 152
Configuring OPC DA/HDA Server ................................................... 153
Verify the Status of the OPC DA and OPC HDA Servers ...... 153
Connect to the OPC HDA Server with PI OPC Tool ............. 154
Connect to the OPC DA Server with PI OPC Tool ................. 156
Appendix C
Configuring Live Data Interface
Redundancy
FactoryTalk View SE TrendX
Upgrading FactoryTalk
Historian SE
Removing FactoryTalk Historian
SE
Overview ..................................................................................................... 159
Appendix D
Creating Security Trusts for the FactoryTalk View TrendX Display
Object .......................................................................................................... 162
Configuring Trend Properties .............................................................. 164
Appendix E
Upgrading FactoryTalk Historian Server ........................................... 167
Upgrading FactoryTalk Historian Asset Framework ...................... 168
Verifying the Upgrade of Asset Framework ................................. 171
Upgrading FactoryTalk Historian Management Tools .................. 171
Upgrading FactoryTalk Historian Live Data Interface .................. 172
Appendix F
Removing the Suite Using the Start Menu ........................................ 177
Removing the Suite Using Control Panel .......................................... 177
Removing the Suite Using the Installation DVD ............................. 178
Appendix G
Technical Support and
Resources
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 7
Before You Call or Write for Help ...................................................... 179
Find the Version and Build Numbers ................................................. 179
View Computer Platform Information .............................................. 180
Table of Contents
8 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
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.
NOTE
For the up-to-date information on the product, refer to the Release
Notes.
In the following chapters, you will find information on how to
install, secure, configure, use, and troubleshoot FactoryTalk
Historian SE:
• Pre-Installation Tasks (page 17)
• Installing FactoryTalk Historian (page 21)
• Post-Installation Tasks (page 53)
• Configuring FactoryTalk Historian (page 63)
• Troubleshooting FactoryTalk Historian (page 113)
• Configuring Historian Servers in High Availability Mode
(page 123)
• Configuring the Advanced Server Components (page 137)
• Configuring Live Data Interface Redundancy (page 159)
• FactoryTalk View SE TrendX (page 161)
• Upgrading FactoryTalk Historian SE (page 167)
• Removing FactoryTalk Historian SE (page 175)
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 9
Chapter 1 Overview
collected through the FactoryTalk Batch Interface and stored within
• Technical Support and Resources (page 179)
• Rockwell Automation Support (page 186)
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)
FactoryTalk Directory FactoryTalk Historian SE uses FactoryTalk Directory to look up data
FactoryTalk
Activation
FactoryTalk
Diagnostics
FactoryTalk Audit All FactoryTalk Historian SE Server auditing messages are stored
FactoryTalk View SE
Trending
FactoryTalk Historian
Machine Edition (ME)
FactoryTalk
VantagePoint
FactoryTalk Batch The event journal data from your FactoryTalk Batch system can be
A direct data interface to FTLD delivers native FTLD data directly to
FactoryTalk Historian SE without requiring intermediate interfaces
and standards such as OPC.
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 Historian SE is activated by Rockwell Automation's
central licensing system based on the FactoryTalk Activation Server.
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.
and available in the FactoryTalk Audit database.
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.
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.
10 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
FactoryTalk Historian SE.
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. The set includes:
• FactoryTalk Historian SE Server
• FactoryTalk Historian Live Data Interface
• 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-IN025A-EN-E–September 2013 11
Chapter 1 Overview
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 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.
For current information on the system requirements for the
individual Historian SE suites, refer to the FactoryTalk Historian SE
Release Notes.
12 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Overview Chapter 1
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 13).
• The computer on which you have installed FactoryTalk
Historian SE (page 14).
• The Help folder in the Start menu (page 15).
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 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
• Adobe Reader required to open the PDF files.
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 13
Chapter 1 Overview
• 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
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.
14 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Overview Chapter 1
In the Start Menu
Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Help to access the following documents:
• Auditing FactoryTalk Historian SE Server (.pdf)
• Configuring FactoryTalk Historian SE Security (.pdf)
• FactoryTalk Historian SE AF Builder User Guide (.pdf)
• FactoryTalk Historian SE AF Configuration and Maintenance Guide (.pdf)
• FactoryTalk Historian SE AF Database Upgrade User Guide (.pdf)
• FactoryTalk Historian SE Buffering User Guide (.pdf)
• FactoryTalk Historian SE High Availability Administrator Guide (.pdf)
• FactoryTalk Historian SE ICU User Guide (.pdf)
• FactoryTalk Historian SE Installation and Configuration Guide (.pdf)
• FactoryTalk Historian SE Installation Assistant (.pdf)
• FactoryTalk Historian SE Live Data Interface User Guide (.pdf)
• FactoryTalk Historian SE MDB to AF Transition Guide (.pdf)
• FactoryTalk Historian SE Online Help (.chm)
• FactoryTalk Historian SE OPC DA Interface Failover User Guide (.pdf)
• FactoryTalk Historian SE OPC Interface User Guide (.pdf)
• FactoryTalk Historian SE Release Notes (.chm)
• FactoryTalk Historian SE Server Applications User Guide (.pdf)
• FactoryTalk Historian SE Server Reference Guide (.pdf)
• FactoryTalk Historian SE System Explorer User Guide (.pdf)
• FactoryTalk Historian SE System Management Guide (.pdf)
• Introduction to FT Historian SE Server System Management (.pdf)
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 15
Chapter 1 Overview
16 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Chapter 2
Pre-Installation Tasks
Before you install FactoryTalk Historian SE, do the following:
• Synchronize time settings on Historian system computers
(page 17).
Synchronize Time Settings on FactoryTalk Historian System Computers
• Disable the Windows time zone (page 17).
• Learn about installation-related recommendations (page 18).
• Configure IIS for Advanced Server components (page 18).
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 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.
Disable the Windows Time Zone (TZ) Environment Variable
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 17
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.
Chapter 2 Pre-Installation Tasks
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:
Learn About Installation-related Recommendations
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.)
Configure IIS for Advanced Server
If you intend to use Web Services (page 51), one of the Advanced
Server (page 44) components, you need to configure the Internet
Information Services (IIS) first.
18 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Pre-Installation Tasks Chapter 2
To configure IIS:
1. On the server, on which you intend to install the Advanced
Server components, go to Start > Administrative Tools >
Server Manager. The Server Manager dialog box appears.
2. Under Server Manager, click Roles.
3. Under Roles Summary in the right pane of the dialog box,
click Add Roles. The Add Roles wizard appears.
4. Click Next.
5. On the Select Server Roles page, click Web Server (IIS).
6. Click Next.
7. On the Web Server (IIS) page, click Next.
8. On the Select Role Services page, select the following roles:
• Under Application Development:
• ASP.NET
• .NET Extensibility
• ISAPI Extensions
• ISAPI Filters
• Under Management Tools:
• IIS 6 Management Compatibility (including all child
components)
If prompted, add required role services recommended by the
wizard of the role you have selected.
9. Click Next, and then Install.
10. After the installation is complete, click Close.
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 19
Chapter 2 Pre-Installation Tasks
20 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Chapter 3
Installing FactoryTalk Historian
In this chapter you will find instructions on how to install the
following:
• Core components of the product (page 21).
Installing Core Components
Install Microsoft SQL Server
• FactoryTalk Historian suites (page 28).
• Advanced Server components (page 44).
NOTE
Before you install any components of FactoryTalk Historian SE,
refer to the Release Notes for the up-to-date information on the
installation procedures.
In this section you will find instructions on how to install the
following core components of FactoryTalk Historian SE:
• Microsoft SQL Server (page 21)
• FactoryTalk Services Platform (page 23)
• FactoryTalk Activation Manager (page 25)
• RSLinx Enterprise (Data Server) (page 26)
Microsoft SQL Server 2008 is a requirement for running
FactoryTalk Historian Asset Framework.
FactoryTalk Historian SE 4.0 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
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 21
Chapter 3 Installing FactoryTalk Historian
information, refer to the Microsoft site
(http://www.microsoft.com/sqlserver/en/us/get-sql-server/how-tobuy.aspx).
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 Site Edition > 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.
22 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
4. If prompted, restart the computer.
Installing FactoryTalk Historian Chapter 3
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 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 Site Edition > Install FactoryTalk
Services Platform > Install FactoryTalk Services Platform.
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 23
Chapter 3 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.
5. Click Next.
6. On the Setup Type page, select Standard, and then click
Next.
7. 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.
8. 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.
24 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Installing FactoryTalk Historian Chapter 3
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 Site Edition > Install FactoryTalk
Services Platform > Specify FactoryTalk Directory Server
Location.
The FactoryTalk Directory Server Location Utility dialog
box appears.
1. In the FactoryTalk Directory Server Location Utility
dialog box, verify that it points to the correct computer that
hosts 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 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.
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.
3. Click Continue.
Rockwell Automation Publication HSE-IN025A-EN-E–September 2013 25
Chapter 3 Installing FactoryTalk Historian
4. Follow the on-screen instructions to complete the installation
of the prerequisite packages.
5. On the Welcome... page, click Next.
6. On the License Agreement page, read and accept the terms of
the license agreement, selecting the I accept... option.
7. Click Next.
8. On the Ready to Install the Program page, click Install to
start the installation.
The Installing page appears with the status of the installation.
9. 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 before running FactoryTalk
Activation.
Install RSLinx Enterprise (Data Server)
NOTE
For more information on FactoryTalk Activation, see "Activating
FactoryTalk Historian SE Server (page 63)".
RSLinx Enterprise is a FactoryTalk Live Data server and a
device-based alarm and event server. RSLinx Enterprise 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. RSLinx Enterprise
provides FactoryTalk Historian SE with the data points (tags) it
collects from Rockwell Automation controllers.
NOTE
It is recommended to install RSLinx Enterprise (Data Server) on the
same machine as FactoryTalk Historian Live Data Interface, remote
from the FactoryTalk Historian SE server.
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Installing FactoryTalk Historian Chapter 3
To install RSLinx Enterprise:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian Site Edition > Install RSLinx Enterprise.
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.
3. Click OK.
The installation wizard appears.
4. On the Welcome page, click Next.
5. On the License Agreement page, read and accept the terms of
the license agreement, selecting the I accept... option.
6. Click Next.
7. On the Setup Type page, select Standard Feature Set
Installation, and then click Next.
8. On the Ready to Install the Program page, click Install to
start the installation.
The Installing... page appears with the status of the
installation.
9. In the Windows Security dialog box, select Always trust
software from "Rockwell Automation", and click Install to
proceed with the installation of the software.
10. On the InstallShield Wizard Completed page:
• Clear the check box next to Review Release Notes, if you
do not want to have them displayed.
• Click Finish to exit the wizard.
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Chapter 3 Installing FactoryTalk Historian
Installing FactoryTalk Historian Suites
In this section you will find instructions on how to install the
following suites of FactoryTalk Historian SE:
• FactoryTalk Historian Asset Framework (page 28)
• FactoryTalk Historian SE Server (page 34)
• (Optional) FactoryTalk Historian Live Data Interface (page
38)
Applicable only to the customers who want to install the
interface on a remote computer.
NOTE
As a best practice, we suggest that you install the FactoryTalk
Historian Live Data Interface on a remote computer.
• (Optional) FactoryTalk Historian Management Tools (page
41)
Applicable only to the customers who want to administer the
FactoryTalk Historian SE server from a remote computer.
• (Optional) Install FactoryTalk VantagePoint (page 44)
• (Optional) Install Additional Historian Components (page
44)
To install FactoryTalk Historian SE, use a local Administrator
account or any other account that is a member of the Domain
Admins group. Do not use the built-in Domain Administrator
account of the domain created on Microsoft Windows Server
2008 R2.
Install FactoryTalk Historian Asset Framework
NOTE
When you select this option, the following components will be
installed:
• (Optional) Microsoft SQL Server 2008 Express
• FactoryTalk Historian Asset Framework Server
FactoryTalk Historian Asset Framework is a prerequisite for
installing FactoryTalk Historian SE. AF replaces the Historian
28 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
Installing FactoryTalk Historian Chapter 3
Module Database (MDB). Over time, Rockwell Automation will
transform MDB applications into AF applications. To provide
backward compatibility, FactoryTalk Historian SE 4.0 copies the
contents of Historian MDB over to AF, in a process called
transition. After the migration, the Historian server constantly
synchronizes the MDB content with AF, allowing you to access
MDB content from AF clients as well as MDB clients. Similarly, you
can access AF content from MDB clients, as well as AF clients. This
allows you to access your AF content with MDB-based tools, such as
ACE, or with an AF client such as FactoryTalk Historian System
Explorer.
AF itself requires Microsoft SQL Server. See "Install Microsoft SQL
Server (page 21)" for more information.
Installation Modes for FactoryTalk Historian Asset Framework
NOTE
Before installing FactoryTalk Historian Asset Framework, learn about the
installation options it offers. See "Installation Modes for FactoryTalk
Historian Asset Framework (page 29)" for more information.
The default installation installs the AF service and Microsoft SQL
Express on the computer with the Historian SE server installed. If
you are using a Historian server collective or will be creating large
numbers of AF elements, install both the AF service and the SQL
server on a computer separate from the Historian server. For more
information, refer to the section on FactoryTalk Historian Asset
Framework system requirements in the FactoryTalk Historian SE
Release Notes.
During the installation process, you can decide how the AF service
and the AF SQL database will be installed on your computer, by
choosing one of five installation modes representing the following
scenarios:
• Both the service and the database are located on the same
machine:
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Chapter 3 Installing FactoryTalk Historian
Installation mode Description
AF Application Service and AF SQL Database The service and the database are installed on the same machine.
This is the default setting.
AF Application Service and AF SQL Database
with unprocessed database scripts
The service is installed on the machine, the system is prepared for the database
installation, and the database scripts are copied to the following location in the Program
Files directory: Rockwell Software\FactoryTalk Historian\PIPC\AF\SQL.
You can create the database manually, using the provided scripts. See "Manually Create or
Upgrade the AF SQL Database (page 55)" for more information.
If you select this option, you need to provide in the DB Server Name text box the name of
the SQL Server machine, and (optionally) the name of the instance of the SQL Server with
which the AF service will communicate.
• The service and the database are located on different
machines:
Installation mode Description
AF Application Service Only the service is installed on the machine.
If you select this option, you need to provide in the DB Server Name text box the name of
the SQL Server machine, and (optionally) the name of the instance of the SQL Server with
which the AF service will communicate.
AF SQL Database
AF SQL Database with unprocessed database
scripts
Note: This option must be executed on the machine with the Microsoft SQL Server
installed.
Only the database is installed on the machine.
If you select this option, the database scripts will be copied to the machine and executed
during the installation. This will result in creating the PIFD Asset Framework SQL database.
Note: This option must be executed on the machine with the Microsoft SQL Server
installed.
The system is prepared for the database installation, and the database scripts are copied to
the following location in the Program Files directory: Rockwell Software\FactoryTalk
Historian\PIPC\AF\SQL.
You can create the database manually, using the provided scripts. See "Manually Create or
Upgrade the AF SQL Database (page 55)" for more information.
You may choose to create the AF SQL database manually using the
provided scripts, for example when the configuration of your SQL
server does not allow for the integrated Windows authentication.
During the execution of the database scripts you can provide the
user name and the password to the SQL Server.
30 Rockwell Automation Publication HSE-IN025A-EN-E–September 2013
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