HistorianSE INSTALLATION AND CONFIGURATION GUIDE. PUBLICATION HSE-IN021A-EN-E March 2009 Supersedes Publication HSE-IN020A-EN-P

Transcription

1 HistorianSE INSTALLATION AND CONFIGURATION GUIDE PUBLICATION HSE-IN021A-EN-E March 2009 Supersedes Publication HSE-IN020A-EN-P

2 Contact Rockwell Automation Customer Support Telephone Online Support Copyright Notice 2009 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. 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. The following logos and products are trademarks of Rockwell Automation, Inc.: FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo, FactoryTalk Historian Site Edition (SE), FactoryTalk View, FactoryTalk View Studio, RSLinx Enterprise, FactoryTalk Services Platform, and FactoryTalk Live Data. The following logos and products are trademarks of OSIsoft, Inc.: PI System Other Trademarks ActiveX, Microsoft Excel, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective holders and are hereby acknowledged. 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. Version: FactoryTalk Historian SE 2.1 Modified: February 23, :42 pm

3 CONTENTS 1 Overview... 1 Other Information Sources... 1 Training Programs... 2 Knowledgebase... 2 Consulting Services Plan Your System... 3 Select Your Platform... 3 FactoryTalk Historian SE 25,000 points and below... 3 FactoryTalk Historian SE 50,000 points and below... 3 FactoryTalk Historian SE 100,000 points and below... 3 FactoryTalk Directory Machine... 4 FactoryTalk Historian SE Live Data Interface Machine... 4 FactoryTalk Historian ProcessBook and DataLink Machine... 4 Configure Your Environment Install FactoryTalk Historian SE... 7 Open Installation Instructions... 7 Install FactoryTalk Services Platform... 7 Specify FactoryTalk Directory Server Location... 8 Install FactoryTalk Historian Site Edition... 8 FactoryTalk Historian Site Edition Server Install... 8 FactoryTalk Historian Site Edition Live Data Interface Install... 8 Select Components and Tools... 8 Install Other Components... 9 FactoryTalk Historian DataLink... 9 FactoryTalk Historian Site Edition Management... 9 Install RSLinx Enterprise... 9 Install FactoryTalk Activation Server... 9 Install FactoryTalk Activation Client Uninstall FactoryTalk Historian Site Edition Open Release Notes Steps to Install FactoryTalk Historian SE Steps to Install FactoryTalk Services Platform Steps to Specify FactoryTalk Directory Steps to Install FactoryTalk Activation Server Obtaining the Activation Files Steps to Install FactoryTalk Historian SE Server Steps to Install FactoryTalk Activation Client Steps to Get Activation from FactoryTalk Activation Server Steps to Configure the FactoryTalk Historian SE Server Steps to Install RSLinx Enterprise (Data Server) Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface Steps to Configure the Interface Steps to Add Data Points Steps to Verify Data Collection Steps to Enable Buffering Steps to Install Other Components (optional) i

4 FactoryTalk Historian SE installation and Configuration Guide Steps to Install FactoryTalk Historian DataLink Client Steps to Install FactoryTalk Historian Site Edition Management Components Steps to Uninstall FactoryTalk Historian SE Steps to Upgrade to FactoryTalk Historian SE v Steps to Stop Services and Processes Steps to Upgrade FactoryTalk Services Platform (optional) Steps to Upgrade FactoryTalk Activation Server and Client (optional) Steps to Upgrade RSLinx Enterprise (optional) Steps to Back Up Your 2.0 Database Steps to Upgrade FactoryTalk Historian ActiveView Steps to Upgrade FactoryTalk Historian DataLink Steps to Upgrade FactoryTalk Historian ProcessBook Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView Install FactoryTalk Historian DataLink Install FactoryTalk Services Platform Install FactoryTalk Historian DataLink Open Release Notes Install FactoryTalk Historian ProcessBook Install FactoryTalk Services Platform Install ProcessBook Client Open Release Notes Install FactoryTalk Historian ActiveView Install FactoryTalk Services Platform Install ActiveView Open Release Notes Install Optional PI Components Uninstall FactoryTalk Historian ProcessBook Uninstall FactoryTalk Historian DataLink Uninstall FactoryTalk Historian ActiveView Secure FactoryTalk Historian SE FactoryTalk Historian SE Security Groups FactoryTalk Historian SE Security Trusts Record Messages Using FactoryTalk Diagnostics Message Parameters View Messages Use Additional FactoryTalk Historian SE Features Auto Discovery Wizard Discovery Rule Editor FactoryTalk Historian Live Data Local Interface Verify the Local Interface Configuration Use FactoryTalk View TrendX Object Configure the Trend Properties Add Pen Configuration Support Multiple FactoryTalk Historian SE Servers ii

5 Contents 9 Configure a Collective Collectives Information Create a Collective Configure Redundant FactoryTalk Live Data Interfaces Prerequisites Configure Phase 2 Failover Configure Buffering on the Primary and Secondary Interfaces Create a Shared File Folder Configure the Primary Interface Configure the Secondary Interface Modify FTLD Services Properties Configure Failover Points (Tags) Test, Validate and Configure Tags Monitor Failover Operations Related Documentation Troubleshoot FactoryTalk Historian SE Verify FactoryTalk Historian SE Server Setup Verify FactoryTalk Historian SE Administration Privileges Verify the Windows Administrators Privileges Verify the FactoryTalk Historian SE Server is Running Resolve Error Messages Error: System is a PINs Node Error: Server Not Found Error: Failure to Retrieve Interface Information iii

6 FactoryTalk Historian SE installation and Configuration Guide iv

7 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, piecharts, 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. FactoryTalk Historian SE is closely integrated with FactoryTalk Services Platform and the following Rockwell Automation 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 Security: By integrating FactoryTalk Historian SE with FactoryTalk Security, all users and user groups can be maintained centrally, and a single sign-on is fully supported. 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's 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. Other Information Sources For additional information about FactoryTalk Historian SE, consult the resources available from Start > Programs > Rockwell Software > FactoryTalk Historian SE > Help. The same Help files are also located on your FactoryTalk Historian SE Installation DVD in the Redist > Docs folder. 1

8 FactoryTalk Historian SE installation and Configuration Guide Training Programs Rockwell Automation offers a wide range of training programs, from regularly scheduled classes to custom-tailored classes conducted at your site. If you would like more information about these training programs, visit the Rockwell Automation site on the Web at or call Knowledgebase The Rockwell Automation Customer Support Center offers an extensive online database that includes frequently asked questions and the latest patches. Please visit and select Knowledgebase under Self-Service Support. Consulting Services Rockwell Automation provides expert consulting and turnkey implementations for making optimal use of Rockwell Software products. Please contact your local distributor for more information. 2

9 CHAPTER 2 Plan Your System Before installing FactoryTalk Historian Site Edition (SE), determine your platform requirements and configuration environment. The information in this chapter offers some guidelines as you begin planning. Select Your Platform The hardware and software required with FactoryTalk Historian SE depends on the demands an application places on the system. The greater the demand, the more powerful a system is required. For large or complex applications, use computers with faster CPUs and more RAM. In addition, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM. The minimum hardware requirements and supported OS platforms are as follwos: FactoryTalk Historian SE 25,000 points and below Minimum: Intel Pentium D, 3.2Ghz, 1GB RAM Operating systems: Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) FactoryTalk Historian SE 50,000 points and below Minimum: Intel Pentium Xeon, 3.0Ghz, 2GB RAM Operating systems: Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) FactoryTalk Historian SE 100,000 points and below Minimum: Intel Pentium Xeon dual processor, 3.4Ghz, 4GB RAM Operating systems: Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) 3

10 FactoryTalk Historian SE Installation and Configuration Guide FactoryTalk Directory Machine Minimum: Intel Pentium III, 600MHz, 512MB RAM Recommended: Intel Pentium 4, 2GHz or higher, 1GB RAM or more Operating systems: Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later FactoryTalk Historian SE Live Data Interface Machine Minimum: Intel Celeron D, 3.0Ghz, 512MB RAM Operating systems: Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later FactoryTalk Historian ProcessBook and DataLink Machine Minimum: Intel Pentium III, 600Mhz, 512MB RAM Recommended: Intel Celeron, 3GHz or higher, 1GB RAM or more Operating systems: Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 or later Configure Your Environment After you have selected the platform that best suits your needs, determine the configuration environment for the provided FactoryTalk Historian SE components. The FactoryTalk Historian SE installation DVD contains the following software products: FactoryTalk Services Platform (includes FactoryTalk Directory) FactoryTalk Historian SE (includes options to install FactoryTalk Historian SE Server and FactoryTalk Historian Live Data Interface) RSLinx Enterprise FactoryTalk Activation Server FactoryTalk Activation Client Other Components (FactoryTalk Historian DataLink, and FactoryTalk Historian Site Edition Management) IMPORTANT! If you ordered FactoryTalk Historian ProcessBook, FactoryTalk Historian ActiveView, and/or FactoryTalk Historian DataLink, you will receive an additional three installation CDs. The following diagram shows an example of a network layout for a distributed system using all of these software products. 4

11 2 Plan Your System Use this diagram only as an example; your own distributed system may vary. Example FactoryTalk Historian SE Configuration As shown in the diagram, it is recommended that you install: FactoryTalk Services Platform, which installs FactoryTalk Directory, on all the computers. For information on FactoryTalk Services Platform and FactoryTalk Directory, see Install FactoryTalk Services Platform. FactoryTalk Activation Server on a dedicated server computer. FactoryTalk Historian SE on a server computer. (Optional) FactoryTalk View Studio on the engineering workstation computer. (Optional) FactoryTalk View Site Edition Client and FactoryTalk View Site Edition Updates on the same computer. Note: Install FactoryTalk View Site Edition Updates on the same computer on which you install FactoryTalk View Site Edition. RSLinx Enterprise and FactoryTalk Historian Live Data Interface on a computer other than the FactoryTalk Historian SE server computer. Note: Configure the buffer subsystem on the same machines on which you install FactoryTalk Historian Live Data Interface. 5

12 FactoryTalk Historian SE Installation and Configuration Guide (Optional) FactoryTalk Historian ProcessBook and FactoryTalk Historian ActiveView on the same computer. Note: Do not install FactoryTalk Historian ProcessBook (or any of the other clients, such as ActiveView or DataLink) on the FactoryTalk Historian server computer. (Optional) FactoryTalk Historian DataLink (Excel Add-In) on a separate computer. FactoryTalk Administration Console. FactoryTalk View Site Edition (SE) Server. 6

13 CHAPTER 3 Install FactoryTalk Historian SE Insert the FactoryTalk Historian SE disk into your DVD drive. If autoplay is turned on, the FactoryTalk Historian SE installation options screen displays. If not, click Start > Run and type D:\setup, where D is the letter of your DVD drive. The FactoryTalk Historian SE installation screen displays the following options: Open Installation Instructions This option opens this installation guide in PDF format. Install FactoryTalk Services Platform This option installs FactoryTalk Services Platform version CPR 9 (Service Release 1). Note: This section describes the Install FactoryTalk Services Platform option. For detailed installation and upgrade steps, see: Steps to Install FactoryTalk Historian SE 2.1 for detailed FactoryTalk Historian SE 2.1 installation steps, if you are a new customer. Steps to Upgrade to FactoryTalk Historian SE v2.1 for detailed FactoryTalk Historian SE 2.1 upgrade steps, if you are an existing customer. FactoryTalk Services Platform is an underlying architecture and 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. The following components and services install as part of the platform: FactoryTalk Directory: Allows products to share a common address book, which finds and provides access to plant-floor resources, such as data tags and graphic displays. The FactoryTalk Services Platform includes two directories: a Local Directory and a Network Directory. In a Local Directory, all project information and participating software products are located on a single computer. Local applications cannot be shared across a network. A Network Directory organizes project information from multiple FactoryTalk products across multiple computers on a network. Note: FactoryTalk Historian SE supports Network Directory only. FactoryTalk Live Data: Manages connections between FactoryTalk products and data servers. It reads values from and writes values to OPC-DA servers (OLE for Process 7

14 FactoryTalk Historian SE Installation and Configuration Guide Control - Data Access) and FactoryTalk Live Data Servers on behalf of client software products, such as FactoryTalk View. FactoryTalk Diagnostics: Collects and provides access to activity, status warnings, and error messages generated throughout a FactoryTalk system. FactoryTalk Administration Console: Provides a method of configuring, managing, and securing applications. For more information on FactoryTalk, refer to FactoryTalk Help. You can access it from Start > Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help after you have installed FactoryTalk Services Platform on your machine. Specify FactoryTalk Directory Server Location This option 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. Install FactoryTalk Historian Site Edition This option provides three installation options: Note 1: We recommend that you use the default install options. Note 2: 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 username. (The user must have administrator privileges on both computers.) FactoryTalk Historian Site Edition Server Install This option installs the FactoryTalk Historian SE Server along with the following FactoryTalk Historian components: Analysis Framework (AF), Automated Point Sync (APS), Interface Configuration Utility (ICU), Data Access Support (DAS), System Management Tools (SMT), Rule Editor, and AutoDiscovery. FactoryTalk Historian Site Edition Live Data Interface Install This option installs the following FactoryTalk Historian SE components: ICU, SMT, Rule Editor, and AutoDiscovery. Select Components and Tools If you are an advanced user, you can select this option to install only the components you want. FactoryTalk Historian Site Edition Server: This option installs FactoryTalk Historian SE Security Client and Server, Rule Editor, and AutoDiscovery. 8

15 3 Install FactoryTalk Historian SE FactoryTalk Historian Site Edition Management Tools: This option installs AF, APS, DAS, and SMT. FactoryTalk Historian Site Edition Interface Configuration Utility: This option installs the ICU. FactoryTalk Historian Site Edition Live Data Interface: This option installs the FactoryTalk Historian Live Data Interface, AutoDiscovery, and Rule Editor. The FactoryTalk Historian Live Data Interface is a FactoryTalk Live Data client that enables process data to be passed between a FactoryTalk Live Data Server and a FactoryTalk Historian SE Server. Install Other Components This option provides the following options: FactoryTalk Historian DataLink This option installs DataLink Client that enables you to view Historian SE Server data using a Microsoft Excel Add-In. It also installs FactoryTalk Historian SE Security Client. Install this software on a client computer. FactoryTalk Historian Site Edition Management This option enables you to configure FactoryTalk Historian SE Server and FactoryTalk Historian SE Live Data Interface. It installs PI SDK, Rule Editor, and AutoDiscovery. Install this software on the following computers: FactoryTalk Historian SE Live Data Interface computer, FactoryTalk View SE Client computer, and computers that have AF and Advanced Calculation Engine clients installed but do not have any other clients such as FactoryTalk Historian ActiveView, ProcessBook, DataLink, or FactoryTalk Historian TrendX component installed. Note: This option does not install Interface Configuration Utility, System Management Tools. Install RSLinx Enterprise This option installs RSLinx Enterprise, which is a FactoryTalk Live Data Server and device-based alarm and event server. RSLinx Enterprise links Allen-Bradley networks and devices to Microsoft Windows products such as the FactoryTalk View Site Edition (HMI software) and the RSLogix family of device programming software. RSLinx Enterprise provides FactoryTalk Historian SE the data point (tags) it collects from Rockwell Automation controllers. Install FactoryTalk Activation Server This option installs FactoryTalk Activation Server, which 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. 9

16 FactoryTalk Historian SE Installation and Configuration Guide Install FactoryTalk Activation Client This option installs FactoryTalk Activation Client, which enables you to transfer activations from the FactoryTalk Activation Server to the client computers, such as FactoryTalk Historian SE Server, Data Server computer, or engineering workstations. Install Activation Client on all the client computers. Uninstall FactoryTalk Historian Site Edition This option is only available after you have installed FactoryTalk Historian SE. Clicking this option starts the FactoryTalk Historian SE installer with Remove selected. See Steps to Uninstall FactoryTalk Historian SE. IMPORTANT! Do not uninstall FactoryTalk Historian SE unless you have decided not to use Historian SE Server or you are resetting your FactoryTalk Historian SE plant floor operations. Uninstalling FactoryTalk Historian SE will result in loss of data. Open Release Notes This option displays the Release Notes for the current version of FactoryTalk Historian SE. Steps to Install FactoryTalk Historian SE 2.1 If you are a new customer installing FactoryTalk Historian SE 2.1 for the first time, follow these steps in the order they are listed. Each step is described in the sections that follow. If you are an existing customer upgrading from FactoryTalk Historian SE 2.0 to FactoryTalk Historian SE 2.1, see Steps to Upgrade to FactoryTalk Historian SE v2.1. Note: Make sure you have the appropriate environment configuration before continuing. See Plan Your System for details. 1. Steps to Install FactoryTalk Services Platform 2. Steps to Specify FactoryTalk Directory 3. Steps to Install FactoryTalk Activation Server 4. Steps to Install FactoryTalk Historian SE Server 5. Steps to Install RSLinx Enterprise (Data Server) 6. Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface 7. Steps to Install Other Components (optional) Steps to Install FactoryTalk Services Platform As shown in the architecture diagram, Example FactoryTalk Historian SE Configuration, in the Plan Your System chapter of this guide, you must install FactoryTalk Services Platform on all the computers, including the computer that will serve as the FactoryTalk Directory and FactoryTalk Activation Server. 10

17 3 Install FactoryTalk Historian SE 1. On the installation screen, click Install FactoryTalk Services Platform. 2. On the Welcome screen, click Next. 3. On the FactoryTalk Services Platform License Agreement screen, read the end-user license agreement, select the I accept the terms of the license agreement option, and then click Next. 4. Select the Install FactoryTalk Administration Console option, and click Next. 5. On the Ready to Install the Program screen, click Install to start installing FactoryTalk Services Platform. 6. On the Installshield Wizard Completed screen, click Finish. 7. Restart the computer. Steps to Specify FactoryTalk Directory Specify the location of the FactoryTalk Directory Server computer, and then point all the other computers to the FactoryTalk Directory Server computer. To do this: 1. On your FactoryTalk Directory Server computer, run the FactoryTalk Historian SE Install DVD. From the installation screen, click Specify FactoryTalk Directory Server Location. This will launch the FactoryTalk Directory Server Location Utility screen. Because you are already on the FactoryTalk Directory computer, on this screen you will see the name localhost on this screen. Click OK, and then restart the computer. 2. On all the other computers, run the FactoryTalk Historian SE Install DVD. From the installation screen, click Specify FactoryTalk Directory Server Location. On the FactoryTalk Directory Server Location Utility screen, click the browse button (...) to select the name of the computer that you specified as FactoryTalk Directory computer (the previous step). Once selected, click OK, and then restart the computer. Note: On the computers that have FactoryTalk Services Platform installed, the Specify FactoryTalk Directory Server Location Utility screen can also be launched from Start > Programs > Rockwell Software > FactoryTalk Tools > Specify FactoryTalk Directory Location. 11

18 FactoryTalk Historian SE Installation and Configuration Guide Steps to Install FactoryTalk Activation Server Install FactoryTalk Activation Server software on the FactoryTalk Directory Server computer. To do this: 1. Insert the Historian SE Install DVD into the DVD drive of the Directory Server computer. From the installation screen, click Install FactoryTalk Activation Server. 2. On the Welcome to the InstallShield Wizard screen, click Next. 3. On the License Agreement screen, read the end-user license agreement, select the I accept the terms of the license agreement option, and then click Next. 4. On the Customer Information screen, enter the user name and organization, and then click Next. 5. On the Setup screen, keep the default settings, and then click Next. 6. On the Ready to Install Program screen, click Install. 7. On the InstallShield Wizard Completed screen, click Finish. 8. The FactoryTalk Activation tool wizard will open. To obtain FactoryTalk Historian SE activations, follow the on-screen instructions. If you do not want to obtain activation files at this time, close the wizard and the tool. You can use the FactoryTalk Activation tool and wizard to obtain activations at a later time, as described in the next section. Note: You must have an active Internet connection to obtain activation files. Obtaining the Activation Files The FactoryTalk Activation tool allows you to obtain the activation files needed to activate the FactoryTalk Historian SE software. The FactoryTalk Activation wizard, accessible from the FactoryTalk Activation tool, guides you through the process of obtaining activation files. To open the FactoryTalk Activation tool: 1. Go to Start > Programs > Rockwell Software > FactoryTalk Activation, and then click FactoryTalk Activation Tool. 2. On the Get Activations tab, click Open Activation Wizard. 3. Follow the on-screen instructions. 4. When you are notified that the product activations have been downloaded, click Finish. Note: For details about using the tool and the wizard, click Help. Steps to Install FactoryTalk Historian SE Server On the computer you want to install FactoryTalk Historian SE Server, insert the Historian SE Install DVD into the DVD drive and from the installation screen, click Install FactoryTalk Historian Site Edition. 1. On the Welcome screen, click Next. 2. On the End User License Agreement screen, select I accept the terms of the agreement, and then click Next. 12

19 3 Install FactoryTalk Historian SE 3. On the Company Information screen, enter the user name, organization, and serial number. Click Next to continue. 4. On the Setup Type screen, select FactoryTalk Historian Server Installation, and then click Next. This option installs all of the components. For more information, see FactoryTalk Historian Site Edition Server Install. 5. On the InstallShield Wizard Completed screen, clear the Specify FactoryTalk Directory Location and FactoryTalk Activation Server check boxes (you already set the FactoryTalk Directory and installed the FactoryTalk Activation Server). 6. Leave the FactoryTalk Activation Client option selected, and then click Finish. This will launch the FactoryTalk Activation Client install. You need to install the Activation Client software so you can use the Factory Activation Tool to activate the FactoryTalk Historian SE Server software. Steps to Install FactoryTalk Activation Client 1. On the installation screen, click Install FactoryTalk Activation Client. 2. On the Welcome to the InstallShield Wizard screen, click Next. 3. On the Customer Information screen, enter the user name and organization, and then click Next. 4. On the Setup screen, keep the default settings, and then click Next. 5. On the Ready to Install Program screen, click Install. 6. On the InstallShield Wizard Completed screen, click Finish. Steps to Get Activation from FactoryTalk Activation Server Note: You must perform this section on all the client computers that have FactoryTalk Activation Client installed. 1. From Start > Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Tool launch the FactoryTalk Activation Tool dialog box. 2. On the Activation Tool dialog box, click the Current Activations tab, and verify that you have no current activations. 3. Click the Settings tab. 4. On the Settings tab, click the + icon as shown in the following figure. Clicking the + icon introduces a browse button. 5. Click the browse button to launch the Browse for Folder dialog box. 6. Browse to the computer on which you installed FactoryTalk Activation Server, and select it to add it to the list. 7. Click the Current Activation tab to verify the activations were added from the server. 13

20 FactoryTalk Historian SE Installation and Configuration Guide IMPORTANT! Once you have installed FactoryTalk Historian SE Server and moved activations to it from the FactoryTalk Activation Server, follow the steps described in Verify the FactoryTalk Historian SE Server is Running to make sure the FactoryTalk Historian SE Server is functioning properly. Steps to Configure the FactoryTalk Historian SE Server After the FactoryTalk Historian SE Server is installed and running, add the server to the FactoryTalk Directory, and then assign it the licenses you moved from the FactoryTalk Activation Server in the previous section. Assigning a license to the FactoryTalk Historian SE Server enables it to start collecting data points (tags) from the data servers. To add FactoryTalk Historian SE Server to the FactoryTalk Directory, do the following: 1. Start FactoryTalk Administration Console from Start > Programs > Rockwell Software > FactoryTalk Administration Console. 2. On the Select FactoryTalk Directory dialog box, select Network. 3. In the FactoryTalk Administration Console window, right-click the Historical Data folder (under System > Connections folder), and select New Historian Server Connection. 4. From the Server or Collective name drop-down menu on the New Historian Server Connection dialog box, select the name of your FactoryTalk Historian SE Server, and then click Test Server Connection. If the connection is successful, the Server Found message displays. If the connection is not successful (that is, the Server Not Found message displays), start the Connection Manager dialog box in the System Management Tools to verify the status of your server. For more information, see Verify that the FactoryTalk Historian SE Server is running. 5. Click Finish to close the dialog box. The new server name displays under the Historian Data folder. To assign licenses to the server, do the following: 1. Right-click the server name, and select Properties from the drop-down menu. 2. On the Historian Server Connection Properties dialog box, click the Licensing Tab. This tab lists all activations you can get from the FactoryTalk Activation Server. For instruction on how to assign licenses, click the Help icon on the dialog box. IMPORTANT! You must restart the FactoryTalk Historian SE Server after assigning or removing licenses. Steps to Install RSLinx Enterprise (Data Server) Click this option to install RSLinx Enterprise. Perform the installation steps in the order presented on the screen. Install the data server on a computer other than the FactoryTalk Directory or FactoryTalk Historian SE Server computer. For more information, see Plan Your System. 14

21 3 Install FactoryTalk Historian SE Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface Install the FactoryTalk Historian Live Data Remote Interface component on the same computer as the data server. This interface collects data points (tags) from the data server and passes them to the FactoryTalk Historian SE Server. After installing the interface, configure the buffering service on the data server computer. The buffering service stores data in its memory so that in the event the data server is not able to communicate with the FactoryTalk Historian SE Server, the data will not be lost. To install the FactoryTalk Historian Live Data Remote Interface on the data server, use the following procedure: 1. On the installation screen, click Install FactoryTalk Historian Site Edition. 2. On the Welcome screen, click Next. 3. On the End User License Agreement screen, select I accept the terms of the agreement, and then click Next. 4. On the Company Information screen, enter the user name, organization, and serial number. Click Next to continue. 5. On the Setup Type screen, select FactoryTalk Historian Interface Installation, and then click Next. For more information on what is installed when you click this option, See Install FactoryTalk Historian Site Edition. 6. On the InstallShield Wizard Completed screen, clear the Install FactoryTalk Activation and Specify FactoryTalk Directory Location check boxes. 7. When you are prompted to restart, click Yes. Steps to Configure the Interface To configure this interface: 1. On the computer on which FactoryTalk Historian SE Server is installed, start FactoryTalk Administration Console from Start > Programs > Rockwell Software > FactoryTalk Administration Console. 2. On the Select FactoryTalk Directory dialog box, click Network. 3. In the FactoryTalk Administration Console window, right-click the FactoryTalk Historian Server name (under System > Connections > Historical Data), and from the drop-down menu select New Data Collection Interface. This will open the Data Collection Interface Properties dialog box. 4. On Data Collection Interface Properties, in the computer hosting the interface section, make sure you select the name of the computer on which you installed the data server and the FactoryTalk Historian Live Data Remote Interface. 5. Verify that the Startup Type is set to Automatic, and then click Start to start the Data Collection service. Wait until the message Started displays. 6. Click OK to close the dialog box. 15

22 FactoryTalk Historian SE Installation and Configuration Guide Steps to Add Data Points To add data points to the FactoryTalk Historian SE Server, use the following procedure: Note: Do not create a new tag or modify a tag definition when the FactoryTalk Live Data Interface is disconnected from the FactoryTalk Historian Server; the FTLD interface will not read the tags you created or modified while it was offline. However, if you did create or modify a tag while the FTLD interface was offline, you must manually change the tag definition when the FTLD interface is reconnected. 1. On the computer on which FactoryTalk Historian SE Server is installed, start FactoryTalk Administration Console from Start > Programs > Rockwell Software > FactoryTalk Administration Console. 2. On the Select FactoryTalk Directory dialog box, select Network. 3. From the Project Explorer, right-click the application you want to collect points from, and select Add Individual Historian Points. 4. On Add Historian Points, click Browse Tags to open the Tag Browser dialog box. For more information on the fields on the Tag Browser dialog box, click Help. 5. From the Tag Browser dialog box, select the application or area from which you want to collect data points. On the right pane, the data points in that application or area display. 6. Select the tags you want to add, and click Add Tags to List. The tags (data points) you select will display in the Tags to add table on the Add Historian Points dialog box. 7. Open the System Management Tools from Start > Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. 8. In the Collectives and Servers pane of the System Management Tools window, look for the name of the FactoryTalk Historian Server you added tags to, and select it. 9. In the System Management Plug-Ins pane, click the Data folder, and then select the Current Values subfolder, as shown in the following figure. 10. From the Tools menu, select the Tag Search option. The Tag Search dialog box displays. 11. Use the default settings in the Tag Search dialog box and click Search. 12. From the list of tags that appears in the search results, select one of the tags, and click OK. This displays the current value of the tag. 16

23 3 Install FactoryTalk Historian SE Steps to Verify Data Collection Verify that you see the recorded value of the tag. To do that: 1. Click the Recorded Values sub-folder under the Data folder. 2. From the Tools menu, select the Tag Search option to open the Tag Search dialog box. 3. Use the default settings in the Tag Search dialog box and click Search. 4. From the list of tags that appears in the search results, select the tag you selected in Step 12 in the previous section, and then click OK. The Recorded values dialog box displays. 5. Use the default settings in the Recorded values dialog box and click Get Events as shown in the following figure. For more information on the field on the Recorded Values dialog box, click the help icon. 6. Verify that the system returned archived values, and close the System Management Tools. Steps to Enable Buffering The buffering subsystem stores time-series values to memory when the remote interface computer cannot communicate with the FactoryTalk Historian SE Server. To enable buffering on the interface computer, use the following procedure: Note: FactoryTalk Historian SE only supports the PI Buffer Subsystem and not the API (BufServ) buffering. 1. Start the System Management Tools from Start > Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. 17

24 FactoryTalk Historian SE Installation and Configuration Guide 2. In the System Management Plug-Ins pane, click the Security folder, and then select the Trusts sub-folder, as shown in the following figure 3. Verify that PIBuffSybSystemService is listed in the Trusts column of the Trusts table, as shown in the following figure. 4. Exit the System Management Tools by selecting File > Exit from the main menu. 5. Launch the Interface Configuration Utility from Start > Programs > Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility. 6. From the Interface list on the Interface Configuration Utility dialog box, select the Remote Interface name. 7. From the Interface Configuration Utility main menu, select Tools > Buffering. 8. On the Buffering dialog box, select the Choose Buffer Type option, and then select the Enable buffering with PI Buffer Subsystem option (right pane), and click Yes on the confirmation message that displays. Wait until the status box displays Current Configuration: Good. Note: If you delete an interface and recreate the interface (with the same id) on another computer, you will get errors unless you restart the computer on which the deleted interface was located. Restarting ensures restart of the buffering subsystem. As a general rule, you must always disable buffering on the interface before you delete it. If you forget to disable buffering, you will have to restart the computer to make sure the buffering subsystem is restarted. 18

25 3 Install FactoryTalk Historian SE 9. Select the Buffered Servers section option from the left pane. This will open up on the right pane the options for the Buffered Servers section. From the Buffering to collective/server drop-down menu, select the name of the computer on which the Remote Interface is installed, and then click Yes to the confirmation message. 10. Click OK to close the Buffering dialog box. 11. From the list on the Interface Configuration Utility dialog box, select Service, as shown in the following figure. In the Dependencies list, add the PIBufss service from the list of Installed Services. It is important to add PIBufss as a dependent service to make sure your interface always starts after the buffering service starts. IMPORTANT! If the interface starts before the buffering subsystem, data will be lost. 12. After adding PIBufss as a dependent service, restart the interface from the Restart Interface Service option on the toolbar. 13. Verify that the Status Bar (at the bottom of the dialog box) shows status as Ready and Running. 14. Click Close to exit the Interface Configuration Utility dialog box. The buffering service is now configured. 19

26 FactoryTalk Historian SE Installation and Configuration Guide Steps to Install Other Components (optional) This section describes each option for client applications and updates. Steps to Install FactoryTalk Historian DataLink Client This option installs the FactoryTalk Historian DataLink plug-in for Microsoft Excel. For instructions, see Install FactoryTalk Historian DataLink. Note: To use FactoryTalk Historian DataLink, you must have Microsoft Excel installed. Steps to Install FactoryTalk Historian Site Edition Management Components This option enables you to configure the FactoryTalk Historian Server and FactoryTalk Historian Live Data Interface. It installs PI SDK, Rule Editor, and AutoDiscovery. Install this software on the computer you installed the FactoryTalk Live Data Interface client, and also install it on the FactoryTalk View SE computers if TrendX is configured to trend data from FactoryTalk Historian SE. Note: This option does not install Interface Configuration Utility, System Management Tools or FactoryTalk Administration Console. Steps to Uninstall FactoryTalk Historian SE To uninstall FactoryTalk Historian SE, go to Start > Programs > Rockwell Software > FactoryTalk Historian > Uninstall FactoryTalk Historian SE. This option is only valid after FactoryTalk Historian SE has been installed. IMPORTANT! Do not uninstall FactoryTalk Historian Site Edition unless you have decided to not use Historian SE Server or you are resetting your FactoryTalk Historian plant floor operations. Uninstalling FactoryTalk Historian SE will result in loss of data. Steps to Upgrade to FactoryTalk Historian SE v2.1 The FactoryTalk Historian SE Server and all its client components (ActiveView, ProcessBook, DataLink) must be on the same version. Therefore, if you upgrade the server, the client components must be upgraded as well. IMPORTANT! Do not uninstall the previous version of FactoryTalk Historian SE. The 2.1 Installation automatically updates the software to the latest version. Follow these steps in the order they are listed to upgrade from FactoryTalk Historian SE 2.0 to FactoryTalk Historian SE 2.1. Each step is described in the sections that follow. 1. Steps to Stop Services and Processes 2. Steps to Upgrade FactoryTalk Services Platform (optional) 3. Steps to Upgrade FactoryTalk Activation Server and Client (optional) 4. Steps to Upgrade RSLinx Enterprise (optional) 5. Steps to Back Up Your 2.0 Database 6. Steps to Upgrade FactoryTalk Historian ActiveView 20

27 7. Steps to Upgrade FactoryTalk Historian DataLink 8. Steps to Upgrade FactoryTalk Historian ProcessBook Steps to Stop Services and Processes 3 Install FactoryTalk Historian SE Before you start the upgrade process, you must first stop all services and processes. 1. Go to Start > Programs > Rockwell Software > FactoryTalk Historian SE > Stop FactoryTalk Historian SE system. 2. Make sure the FactoryTalk Historian Live Data Agent (FTLDIntAgent) service is not running by going to Start > Settings > Control Panel > Administration Tools > Services. 3. In the Services window, look for FTLDIntAgent service. If it is running, stop it by clicking the Stop the Service option. Steps to Upgrade FactoryTalk Services Platform (optional) To upgrade FactoryTalk Services Platform, use the following procedure: IMPORTANT! This step is required if you are upgrading RSLinx Enterprise. 1. Back up the FactoryTalk Directory configuration. For instructions, refer to Back up an entire FactoryTalk Directory in the FactoryTalk Online Help. The Help is available from Start > Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help. 2. Once you have backed up the directory, on the installation screen, click Install FactoryTalk Services Platform. The install will check for the current version of the platform installed on the computer, and display a message. On the dialog box, click OK to continue the upgrade process, or click Cancel to cancel the upgrade. Note: You will be prompted to cancel out of the installation if you already have the correct version installed. 3. On the Welcome screen, click Next. 4. On the FactoryTalk Services Platform License Agreement screen, read the end-user license agreement, select I accept the terms of the license agreement, and then click Next. 5. Select Install FactoryTalk Administration Console, and then click Next. 6. On the Ready to Install the Program dialog box, click Install to start installing FactoryTalk Services Platform. 7. On the Installshield Wizard Completed dialog box, click Finish. The setup process will prompt you to restart the computer 8. Click OK to restart the computer. 9. After restarting the computer, verify the version of FactoryTalk Services Platform, and verify that the settings in the previous version of FactoryTalk Services Platform were copied over to the new version during the upgrade process. 21

28 FactoryTalk Historian SE Installation and Configuration Guide For more information on the upgrade process of FactoryTalk Services Platform, refer to FactoryTalk Help, available from Start > Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help. Steps to Upgrade FactoryTalk Activation Server and Client (optional) To upgrade to FactoryTalk Activation Server and Client, use the following procedure: 1. On the installation screen, click Install FactoryTalk Activation Server, or, if you are upgrading only the client version, click Install FactoryTalk Activation Client. The install will check for the current version of the FactoryTalk Activation Server or Client installed on the computer, and display a message. On the dialog box, click OK to continue the upgrade process, or click Cancel to cancel the upgrade. Note: You will be prompted to cancel out of the installation if you already have the correct version installed. 2. On the Welcome to the InstallShield Wizard screen, click Next. 3. On the License Agreement screen, read the end-user license agreement, select I accept the terms of the license agreement, and then click Next. 4. On the Customer Information screen, enter the user name and organization, and then click Next. 5. On the Setup screen, keep the default settings, and then click Next. 6. On the Ready to Install Program screen, click Install. 7. On the InstallShield Wizard Completed screen, click Finish. The setup process will prompt you to restart the computer. 8. Click OK to restart the computer. 9. After restarting the computer, verify the version of FactoryTalk Activation Server and Client. Also, verify that the settings in the previous version of FactoryTalk Activation Server and Client were copied over to the new version during the upgrade process. Steps to Upgrade RSLinx Enterprise (optional) To upgrade to RSLinx Enterprise, use the following procedure: Note: You must upgrade FactoryTalk Services Platform before you upgrade RSLinux Enterprise. 1. On the installation screen, click Install RSLinx Enterprise. The install will check for the current version of the RSLinx Enterprise installed on the computer and display a message. Click OK to continue the upgrade process, or click Cancel to cancel the upgrade. Note: You will be prompted to cancel out of the installation if you already have the correct version installed. 2. On the Welcome to the InstallShield Wizard screen, click Next. 3. On the License Agreement screen, read the end-user license agreement select I accept the terms of the license agreement, and then click Next. 4. On the Customer Information screen, enter the user name and organization, and click Next. 22