Copyright © 2012 Rockwell Automation, Inc.
Lesson 1 FactoryTalk Historian (SE and ME) ............................................................................................ 7
FactoryTalk Historian Site Edition (SE) ..................................................................................................... 7
Ordering Information ................................................................................................................................ 10
FactoryTalk Historian System Requirements .......................................................................................... 14
System Limits .......................................................................................................................................... 16
Architecture Examples............................................................................................................................. 17
FactoryTalk Historian Machine Edition (ME) ........................................................................................... 19
The Virtual Machines ............................................................................................................................... 24
Lab 1 FactoryTalk Historian Site Edition (SE) Configuration ............................................................... 25
Part A Overview of FactoryTalk Directory and Application ............................................................... 25
Part B Basic FactoryTalk Historian SE Configuration ....................................................................... 27
Lab 2 FTLD Interface Configuration ..................................................................................................... 43
Part A Configuring Security and AboutPI-SDK to Connect to Server ............................................... 43
Part B Configuring Interface Buffering .............................................................................................. 52
Part C Configuring Disconnected Startup ......................................................................................... 56
Lab 3 Using Discover Historian Points ................................................................................................. 59
Lesson 2 - Understanding Tags and Using Excel Tag Configurator .......................................................... 69
Lab 1 Working with FTH Tags In Excel ................................................................................................ 78
Part A - Configuring CLIENT image to communicate with SERVER ................................................... 78
Part B - Adding PI Tag Configurator add-in to Microsoft Excel 2010 .................................................. 81
Part C - Using the PI Tag Configurator Add-In .................................................................................... 84
Changing Tag Names.............................................................................................................................. 95
Lesson 3 - Using VantagePoint .................................................................................................................. 99
Lab 1 Using VantagePoint to Visualize Historian Data ...................................................................... 100
Part A Creating VantagePoint FactoryTalk Connector and Importing Historian Tags ................... 100
Part B Creating and Publishing a VantagePoint Trend .................................................................. 104
Part C Creating and Publishing a VantagePoint Excel Report ....................................................... 107
Lesson 4 - Understanding and Using Exception and Compression ......................................................... 117
Exception Specifications........................................................................................................................ 117
Compression Specifications .................................................................................................................. 119
Lab 1 Using Exception and Compression: ......................................................................................... 124
Part A - Filter Less with Exception/Compression .............................................................................. 124
Part B - Filter More with Exception/Compression .............................................................................. 127
Lesson 5 - FactoryTalk Historian Tag Types ............................................................................................ 133
Lab 1 FactoryTalk Historian Tag Types ............................................................................................. 137
Part A - Polled versus Advised Collection Modes ............................................................................. 137
Part B - Event Tags............................................................................................................................ 139
Part C - Output Tags .......................................................................................................................... 142
Lesson 6 - Using Performance Equations and Totalizers ......................................................................... 145
Performance Equations (PE) Functions ................................................................................................ 145
Historian Totalizer Subsystem ............................................................................................................... 152
Lab 1 Performance Equations ............................................................................................................ 154
Part A Simple Conversion Calculation ............................................................................................ 154
Part B Using a Performance Equation Function ............................................................................. 157
Lab 2 - Totalizers ................................................................................................................................... 163
Part A Summary Calculation Totalizer Example ............................................................................. 163
Part B Count Events Totalizer Example ......................................................................................... 166
Lesson 7 - Working with Digital States ..................................................................................................... 169
Lab 1 Creating Digital State Sets, Assigning Tags and Displaying States ........................................ 170
Part A - Configuring Digital State ....................................................................................................... 170
Part B - Create Tag in Historian Using Digital State .......................................................................... 172
Part C - Displaying with VantagePoint ............................................................................................... 178
Lesson 8 - Configuring Event Framing and Using BatchView .................................................................. 181
Lab 1 Using FactoryTalk Historian Event Framing and BatchView ................................................... 183
Part A MDB to AF Preparation Wizard ........................................................................................... 183
Part B - Configuring PIBaGen ............................................................................................................ 188
Part C - Create a new PIUnit ............................................................................................................. 192
Part D - BatchView............................................................................................................................. 203
Lesson 9 - Using Health Points and Performance Monitor Tags .............................................................. 211
Lab 1 Using FTLD Health Points and Historian Server Performance Monitor Tags .......................... 212
Lesson 10 - Using and Displaying Audit Information ................................................................................ 217
Lab 1 Auditing FactoryTalk Historian ................................................................................................. 220
Part A - Enable Auditing of your PI Server ........................................................................................ 220
Part B - Make Changes and Use Audit Viewer to Examine the Activity ............................................ 223
Lesson 11 - Using Archive Management Tools ........................................................................................ 231
Lab 1 Managing FactoryTalk Historian Archives ................................................................................ 234
Lesson 12 - Scheduling Backups of Historian Data .................................................................................. 241
Lab 1 FactoryTalk Historian Backups ................................................................................................. 242
Part A - Create a Scheduled Task to Perform Backups .................................................................... 242
Part B - Creating a pisitebackup.bat file to Backup to Remote Computer......................................... 249
Lesson 13 - Using FactoryTalk View SE Trend and ActiveView to Display Historian Data ..................... 253
Lab 1 Using FactoryTalk View SE Trend to Display Historian Data .................................................. 254
Lab 2 - Using FactoryTalk Historian ActiveView ................................................................................... 261
Part A FactoryTalk Historian ActiveView Configuration .................................................................. 261
Part B Using ActiveView via Internet Explorer ................................................................................ 265
Part C Using ActiveView in a FactoryTalk View SE Display........................................................... 270
Lesson 14 - FactoryTalk Historian SE High Availability ............................................................................ 275
Interface Buffering ................................................................................................................................. 275
Interface Redundancy and Collectives .................................................................................................. 278
Lab 1 - Interface Buffering ..................................................................................................................... 283
Lab 2 - Interface Redundancy ............................................................................................................... 290
Part A Configuring Buffering and Initial CLIENT Interface Configuration ....................................... 290
Part B - Create Shared Folder ........................................................................................................... 297
Part C Configuring Interfaces for Failover ...................................................................................... 300
Part D Modifying FTLD Service Properties ..................................................................................... 302
Part E Finishing up and Testing the Interface Redundancy ........................................................... 304
Lab 3 Using a Collective ..................................................................................................................... 311
Part A Confirming and Adding Security Mappings ......................................................................... 311
Part B Creating Collective Preparation ........................................................................................... 317
Part C - Creating the Collective ......................................................................................................... 319
Part D - Testing and Using the Collective .......................................................................................... 325
Appendix A - Installing FactoryTalk Historian SE ..................................................................................... 331
Appendix B - FactoryTalk Historian Time Format ..................................................................................... 345
Appendix C - Using FactoryTalk Historian DataLink ................................................................................. 347
Lab 1 Using FactoryTalk Historian DataLink ...................................................................................... 347
Part A DataLink Introduction ........................................................................................................... 347
Part B DataLink Sampled vs. Compressed Data ............................................................................ 355
Part C - Archived data and Digital tags .............................................................................................. 364
Part D - DataLink Trend Object ....................................................................................................... 368
Part E - Time Filtered Function .......................................................................................................... 373
Appendix D - Using FactoryTalk Historian ProcessBook .......................................................................... 379
Lab 1 Using FactoryTalk Historian ProcessBook ............................................................................... 379
Part A Single-page ProcessBook ................................................................................................... 379
Part B - Multi-Trend Layout ................................................................................................................ 385
Part C Multi-Page ProcessBook ..................................................................................................... 392
Appendix E - Introduction to SQC Charts in ProcessBook ....................................................................... 401
Lab 1 - SQC Charting in ProcessBook .................................................................................................. 401
Appendix F - Accessing FactoryTalk Historian SE Data via OLEDB ........................................................ 413
Lab 1 Accessing FactoryTalk Historian SE Data via OLEDB............................................................. 414
Part A FactoryTalk Historian OLEDB Basics .................................................................................. 414
Part B - Using Microsoft Reporting Services ..................................................................................... 416
Appendix G - VantagePoint Dashboards with Historian Data ................................................................... 429
Lab 1 VantagePoint Dashboards with Historian Data ........................................................................ 429
Part A - Creating a Dashboard Report from a Template ................................................................... 429
Part B - Publish and View the Dashboard from the VantagePoint Portal .......................................... 443
Appendix H FactoryTalk Historian Advanced Calculation Engine (ACE) Overview .............................. 447
Appendix I FactoryTalk Historian to Historian Interface Overview......................................................... 455
This page intentionally left blank
What you will learn:
Understand key features/concepts of FactoryTalk Historian SE and ME
Configure FactoryTalk Historian Server
Configure FactoryTalk Historian Distributed Interface
FactoryTalk Historian SE is a scalable and integrated solution. It redefines the options for
manufacturers who want to maximize their ability to collect and analyze process data. Use
FactoryTalk Historian to capture data across your enterprise while serving the data to plant
applications. This allows for fast and reliable data capture at the controller level and at high speeds
and low intervals.
Historians are utilized across many industries and applications:
Consumer Products, Food and Beverage, Automotive, Life Sciences
Continuous Process, Packaging, Material Routing
Key benefits of a Historian:
Capture and process high-speed, time-series data
Store in a central (Site or Enterprise) data repository for future analysis
Historical data is used for:
Analysis through calculations, statistical processes, quality controls
Supports business and operational analysis:
Trends and graphs of data
FactoryTalk Historian 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, piecharts, pareto
and tabular trends, and an easy method of generating reports using Microsoft Excel. It also uses
compressed storage data algorithms to contain a vast amount of data in a small format. You can
retrieve data spanning a long or short time span quickly.
FactoryTalk Histor
Services Platform and Applications.
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 FactoryTalk Historian SE close integration 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 View Site Edition natively trends data from
FactoryTalk Historian SE.
FactoryTalk Historian Machine Edition (ME) 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.
FactoryTalk Historian Site Edition
A FactoryTalk® Historian Site Edition server includes a data point-limited license, calculation engine
(performance equations, totalizers and SQC alarms), Batch database, Analytics Framework (AF),
module database, and one node-locked FactoryTalk® Historian DataLink (Excel Add-In) license.
Additionally, server licenses include RSLinx® Enterprise and FactoryTalk Administration Console
Communication to Rockwell Automation controllers is via FactoryTalk® Live Data using RSLinx
Enterprise. Communication to third-party devices can either be through FactoryTalk Live Data
using a third-party OPC server (purchased separately) configured as a FactoryTalk Live Data server
or through one of the third-party Historian interfaces listed below.
The included Historian Client is based on the FactoryTalk VantagePoint EMI Trending and Reporting
solution that offers a single solution for advanced trending, Microsoft Excel reporting and dashboards
with the capability of publishing all these different trends and reports in a thin client portal that allows
for access to data with just a browser.
FactoryTalk Historian SE Servers
With the introduction of Historian SE v3.0, the server licensing has been consolidated into a single set
of tag licensing - no longer distinguishing between Rockwell Automation and 3rd party data sources.
With this new licensing, you will be able to allocate up to 1,000 tags or 20% of the total tags
(whichever is higher) to 3rd party tags. In the case where there is a higher utilization of 3rd party tags,
3rd party only tag licenses are available.
Example 1:
250 Data points
500 Data points
Total: 750 tag licensing
All 750 tags can be used for 3rd party devices
Example 2:
500 Data points
1,000 Data points
Total: 1,500 tag licensing
rd
Up to 1,000 tags can be used for 3 party devices
Example 3:
5,000 Data points
10,000 Data points
Total: 15,000 tag licensing
Up to 3,000 tags can be used for 3rd party devices 20% of 15,000 data points
