FactoryTalk Historian SE v2.1 (CPR9 SR1) Redundant Interface Configuration Guide Rev. 1.1, June 2009
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Table of Contents Introduction...4 Related Documentation...4 Architecture...5 Revision History...5 Software Installation...6 Network FactoryTalk Directory (FTD) Server Installation...6 Historian SE Server Installation...6 Historian SE Live Data Interface Installation...7 Installation Verification...8 Configuration...9 Create the FactoryTalk Application and Redundant Data Servers...9 Create the Historian Server...9 Create the shared folder on a file server...11 Create the Primary Historian FTLD Interface...13 Configure Buffering on the Primary FTLD interface...15 Create the Backup FTLD Interface...16 Configure Buffering on the Backup FTLD Interface...19 Configure Failover on the Primary FTLD Interface...20 Configure Primary FTLD Services Properties...22 Configure Failover on the Backup FTLD Interface...24 Configure Backup FTLD Services Properties...25 Test and Validate...28 Rev. 1.0 Page 3 of 30
Introduction This document is a supplement to the FactoryTalk Historian SE v2.1 Installation and Configuration Guide: Chapter 10 Configure Redundant FactoryTalk Live Data Interfaces. It has been created to provide detailed step by step instructions on how to configure Phase 2 FactoryTalk Live Data (FTLD) interface redundancy in a FactoryTalk Historian SE system. The scope of this document is FTLD interface redundancy only. However, as a rule, FTLD interface redundancy is combined with RSLinx Enterprise data server redundancy to create a redundant data server/interface pair. Additionally, the redundant data server/interface pair is often combined with controller redundancy and server redundancy (a.k.a. a collective ) to provide a robust solution for mission critical data collection applications. For more information on configuring the other redundant components, refer to: controller redundancy: ControlLogix Redundancy System User Manual data server redundancy: FactoryTalk Online Help Historian SE collective: Historian SE v2.1 Installation and Configuration Guide (Chapter 9 Configure A Collective) Related Documentation The following related documents provide additional information which you may find of interest: Historian SE v2.1 Installation and Configuration Guide Answer ID 61952 - FactoryTalk Historian SE v2.1 (CPR9 SR1) Collective Configuration Guide Historian SE v2.1 Introduction to PI System Management Historian SE v2.1 High Availability Advanced User's Guide Historian SE v2.1 High Availability and Replication Guide These documents are typically available from three locations: 1. Pre-installation from the \Redist\Docs folder on the FactoryTalk Historian SE media 2. Post-installation from C:\Program Files\Rockwell Software\FactoryTalk Historian\docs 3. The Rockwell Automation Support Site (www.rockwellautomation.com/support) Rev. 1.0 Page 4 of 30
Architecture This document uses the following architecture to illustrate configuring a FactoryTalk Historian SE system with Phase 2 interface redundancy: HOST01: Network FactoryTalk Directory (FTD), FactoryTalk Activation Server and File Server HOST02: Historian SE Server HOST04: FactoryTalk Live Data Interface (Primary) and Data Server (Primary) HOST05: FactoryTalk Live Data Interface (Backup) and Data Server (Backup) HOST01 Network FTD FT Activation Server File Server HOST02 FT Historian Server HOST04 FTLD Interface (Primary) Data Server (Primary) PACs HOST05 FTLD Interface (Backup) Data Server (Backup) The reader must substitute actual host names where applicable when applying this document. Note: A DNS Server is not shown, but Host Name Resolution must be available via a DNS Server (or properly configured Host files on each computer). Revision History Revision 1.1 (June 2009): Minor corrections. Revision 1.0 (May 2009): Initial release for v2.1 (CPR9 SR1). Rev. 1.0 Page 5 of 30
Software Installation For additional information on the following software installation procedures, refer to the Historian SE v2.1 Installation and Configuration Guide. Network FactoryTalk Directory (FTD) Server Installation The purpose of this section is to create a Network FactoryTalk Directory (FTD) computer. If a Network FTD already exists in your system, you can skip this section. On the Network FactoryTalk Directory computer (HOST01), perform the following steps: 1. Install FactoryTalk Services Platform CPR9 SR1 2. Install FactoryTalk Activation Server. Obtain and install Historian SE Server activation files. Note: The installation and configuration of activation can be postponed because the Historian Server will run without activation for a grace period of 7 days. Historian SE Server Installation The purpose of this section is to create a Historian SE Server computer. If a Historian SE Server already exists in your system, you can skip this section. On the FactoryTalk Historian SE server computer (HOST02), perform the following steps: 1. Install FactoryTalk Services Platform (FTSP) CPR9 SR1 and specify the FTD Server Location as HOST01 2. Install FactoryTalk Activation Client and configure for activation from HOST01 3. Install FactoryTalk Historian SE Server, selecting setup type FactoryTalk Historian SE Server Installation: Rev. 1.0 Page 6 of 30
Historian SE Live Data Interface Installation The purpose of this section is to create two Historian SE FactoryTalk Live Data (FTLD) Interface computers. If two FTLD Interface computers already exist in your system, you can skip this section. On both the primary and Backup interface computers (HOST04 + HOST05), perform the following steps: 1. Install FactoryTalk Services Platform (FTSP) CPR9 SR1 and specify the FTD Server Location as HOST01 2. Install RSLinx Enterprise (or other Data Server) 3. Install FactoryTalk Historian SE, selecting setup type FactoryTalk Historian SE Live Data Interface Installation: Rev. 1.0 Page 7 of 30
Installation Verification The purpose of this section is to verify that all FTHSE computers are at the same revision of FTSP and connected to the Network FTD (HOST01). If you have already verified your FactoryTalk system, you can skip this section. On the Network FTD computer (HOST01), perform the following steps: 1. To verify the FTSP revision level, refer to Answer ID 25612 How to Determine the Version of the FactoryTalk Services Platform (FTSP) installed on your Computers 2. Launch the FactoryTalk Administration Console, select Network 3. Expand the System folder, then the Computers and Groups folder, then the Computers folder 4. Verify the presence of HOST01, HOST02, HOST04 and HOST05: Rev. 1.0 Page 8 of 30
Configuration Create the FactoryTalk Application and Redundant Data Servers The purpose of this section is to create a FactoryTalk Application that includes redundant RSLinx Enterprise data servers. If you have an existing FT Application that includes redundant RSLinx Enterprise data servers, you can skip this section. 1. On the primary interface computer (HOST04) launch the FactoryTalk Administration Console, select the Network directory, and create: a FT Application (e.g., MyFTApp ) an Area (e.g., MyArea ) a Rockwell Automation Device Server (RSLinx Enterprise) on HOST04 with the redundant Backup server on HOST05 a shortcut (e.g., SC1 ) in RSLinx Enterprise pointing to the data source (e.g., ControlLogix) on the Primary and Backup device servers. 2. Using the Rockwell Software Data Client, verify that you can browse to the tags in the data source and put them on scan. Create the Historian Server The purpose of this section is to create a Historian Server in your Network FTD for data storage. If you have an existing Historian Server created in your Network FTD, you can skip this section. 1. On the Historian SE Server (HOST02), launch the FactoryTalk Administration Console and select Network. 2. In the Explorer window, expand the System folder then the Connections folder and then right-click on the Historical Data folder and select New Historian Server Connection as shown below: Rev. 1.0 Page 9 of 30
3. Click Test Server Connection to create the Historian Server in the Network FTD and you should receive the Server Found verification as shown below: Note: In addition to the Historian Server on HOST02, this step also automatically created an instance of the FactoryTalk Live Data (FTLD) interface on HOST02. 4. Click Finish. 5. This local instance of the FTLD interface cannot be utilized in a fault tolerant environment, so right click on this instance of the interface and select Delete to remove it: Rev. 1.0 Page 10 of 30
Create the shared folder on a file server The purpose of this section is to create a network share that will contain a handshaking file that the two redundant interface nodes will use to coordinate redundancy. We recommend that you put this file on a highly available, dedicated file server that has no other role in data collection (e.g., the Network FTD). If you have an existing network share (with the appropriate access permissions) specifically for this purpose, you can skip this section. 3. On the Network FTD computer (HOST01), use Windows Explorer to create a folder for the shared file required by the redundant interfaces. 4. In My Computer, go to the C: drive, right-click and create a New Folder named FTH_Shared. Rightclick on this folder and select Sharing and Security : Rev. 1.0 Page 11 of 30
5. On the Sharing tab, click Share this folder: 6. Click the Permissions button and give Everyone rights to Full Control, Change and Read: Note: The reader may wish to adjust these permissions for a specific user name or group of users. 7. Click OK on the Permissions and Sharing dialog boxes to save and close them. Also, close My Computer. Rev. 1.0 Page 12 of 30
Create the Primary Historian FTLD Interface The purpose of this section is to create a Primary Historian FTLD Interface in your Network FTD for data collection. If you have an existing Primary Historian FTLD Interface in your Network FTD, you can skip this section. 1. On the primary interface computer (HOST04), launch the FactoryTalk Administration Console and select Network. 2. Right-click on this Historian SE Server created in the previous section and select New Data Collection Interface: 3. In the Data Collection Interface Properties window, change the Computer hosting the interface option from the Historian SE Server (HOST02) to the primary interface computer (HOST04). Note: Do NOT start the interface. Verify that the Startup type is Automatic and click Apply. 4. Click the Launch Interface Configuration Utility button to open the Interface Configuration Utility (ICU). Select the Interface FTLD1 (FTLDINT1) > Host2: Rev. 1.0 Page 13 of 30
5. Select SDK Connections under the Interface menu. This will open the PI Connection Manager dialog. Select Add Server under the Server menu to open the Add Server dialog box. Enter the name of the Historian SE server (HOST02) in the Network Node field and click OK. It is not necessary to enter a password or change the default user name. 6. After the Server entry (HOST02) has been added, click the checkbox next to the server name to verify connectivity to the server. Once verified, right click on the entry for the interface computer (HOST04) and select remove selected server. This entry is not needed as there is not an instance of Historian SE server running locally. 7. Close the PI Connection Manager dialog. Rev. 1.0 Page 14 of 30
Configure Buffering on the Primary FTLD interface The purpose of this section is to configure buffering on the Primary Historian FTLD Interface. If you have an existing Primary Historian FTLD Interface with buffering enabled, you can skip this section. 1. On the primary interface computer (HOST04), select Tools > Buffering. The default on a new FTLD Interface is for buffering to be disabled. Select the option to Enable buffering with PI Buffer Subsystem. 2. Acknowledge the warning message and select Buffered Servers from the left hand pane. From the Buffering to collective/server drop down box, select the entry for the Historian SE server (HOST02). 3. Click the Apply button to save the changes and OK to close the dialog. Rev. 1.0 Page 15 of 30
4. Select the Service category from the left hand pane which will open a prompt to make the interface service dependant on the PI Buffer Subsystem service: 5. Click Yes to accept the change. Leave the ICU open. Create the Backup FTLD Interface The purpose of this section is to create a Backup Historian FTLD Interface for data collection. If you have an existing backup Historian FTLD Interface, you can skip this section. Note: Unlike the primary interface, the backup interface is created initially using the Interface Configuration Utility (ICU) - not the FactoryTalk Administration Console. 1. On the backup interface computer (HOST05), select Start > All Programs > Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility to open the ICU. 2. Select SDK Connections under the Interface menu. This will open the PI Connection Manager dialog. Select Add Server under the Server menu to open the Add Server dialog box. Enter the name of the Historian SE server (HOST02) in the Network Node field and click OK. It is not necessary to enter a password or change the default user name. Rev. 1.0 Page 16 of 30
3. After the Server entry (HOST02) has been added, click the checkbox next to the server name to verify connectivity to the server. Once verified, right click on the entry for the interface computer (HOST05) and select remove selected server. This entry is not needed as there is not an instance of Historian SE server running locally. 4. Close the PI Connection Manager dialog. 5. Select the Import existing interface.bat file toolbar icon: Rev. 1.0 Page 17 of 30
6. Open the LDInterface folder, select the FTLDInt_FTLD.bat.bak file and click Open: 7. When ICU creates the interface, it will prompt for a server to associate the interface with. Select the Historian SE computer (HOST02) from the list: Rev. 1.0 Page 18 of 30
8. Select the Service category in the left hand pane and then shorten the display name from PI-FTLDInt1 to FTLD1. Note: The existing name is acceptable, but it should be changed to be consistent with the default name of primary interface that was created with the FactoryTalk Administration Console. 9. Click Create in order to create the Windows service for the instance of the interface. Configure Buffering on the Backup FTLD Interface The purpose of this section is to configure buffering on the backup Historian FTLD Interface. If you have an existing backup Historian FTLD Interface with buffering enabled, you can skip this section. 1. While remaining on the backup interface (HOST05), repeat the steps in the section entitled Configure Buffering on the Primary FTLD Interface. 2. Leave ICU open on the backup interface (HOST05). Rev. 1.0 Page 19 of 30
Configure Failover on the Primary FTLD Interface The purpose of this section is to configure failover on the Primary Historian FTLD Interface. If you have an existing Primary Historian FTLD Interface with failover enabled, you can skip this section. 1. Return to the primary interface computer (HOST04) and the Interface Configuration Utility (ICU). If you closed the ICU and need to re-launch it, be sure to select FTLD1 (FTLDInt1) > HOST02 using the Interface list menu. 2. Select the UniInt-Failover sub-category in the left hand pane. Configure the dialog as shown below: Rev. 1.0 Page 20 of 30
3. In the area below where you identified the Failover ID numbers, right-click on the tags and select Create UFO_State Digital Set on Server HOST02: 4. You should receive the following dialog: Note: UFO is an abbreviation for UnitInt FailOver. 5. Click OK and then right-click on the tag area again and select Create Points (UFO Phase 2): 6. Click the Apply button at the bottom of the dialog box (but do not click the Close button). Rev. 1.0 Page 21 of 30
Configure Primary FTLD Services Properties 1. Open the Services MSC (Start > All Programs Administrative Tools > Services). Double-click the FTLD1 Service and select the LogOn tab. 2. Select This account and enter interactive user credentials that have access to the FTH_Shared folder on the Network FTD (HOST01): 3. Click OK to close the FTLD1 properties dialog. You should receive a confirmation dialog. 4. Return to the ICU and start the FTLD1 interface using the toolbar icon: Rev. 1.0 Page 22 of 30
5. Select Yes when you receive the following prompt: 6. Select the View PIPC.log continuously toolbar icon: 7. This should open a command window showing indicating that the UniInt Failover is successfully initialized and that the Primary is sending data to PI and Backup interface not available : Rev. 1.0 Page 23 of 30
Configure Failover on the Backup FTLD Interface The purpose of this section is to configure failover on the backup Historian FTLD Interface. If you have an existing backup Historian FTLD Interface with failover enabled, you can skip this section. 1. Return to the backup interface computer (HOST05) and the Interface Configuration Utility (ICU). If you closed the ICU and need to re-launch it, be sure to select FTLDInt1 > HOST02 using the Interface list menu. 2. Select the UniInt-Failover sub-category in the left hand pane. Configure the dialog as shown below: Note: In the area below where you identified the Failover ID numbers, the status tags have already been created. The status tags apply to both the primary and the backup interface. 3. Click the Apply button at the bottom of the dialog box (but do not click the Close button). Rev. 1.0 Page 24 of 30
Configure Backup FTLD Services Properties 1. Open the Services MSC (Start > All Programs Administrative Tools > Services). Double-click the FTLD1 Service and select the LogOn tab. 2. Select This account and enter interactive user credentials that have access to the FTH_Shared folder on the Network FTD (HOST01): 3. Click OK to close the FTLD1 properties dialog. You should receive a confirmation dialog. 4. Return to the ICU and start the FTLD1 interface using the toolbar icon: Rev. 1.0 Page 25 of 30
5. Select Yes when you receive the following prompt: 6. Select the View PIPC.log continuously toolbar icon: 7. This should open a command window showing indicating that the UniInt Failover is successfully initialized: Rev. 1.0 Page 26 of 30
8. Return to the primary interface computer (HOST04) and observe the command window. It should now indicate Primary is sending data to PI and Backup interface available : Rev. 1.0 Page 27 of 30
Test and Validate The purpose of this section is to test and validate the redundant interface configuration. 1. Using the server computer (HOST02) open the System Management Tools (SMT). 2. Select the HOST02 Server and Current Values plug-in under the Data category: Rev. 1.0 Page 28 of 30
3. Click the tag search toolbar button and search for tags matching the tag mask *UFO* : 4. Click Select All and OK to add the 7 status tags to the Current Values view: Rev. 1.0 Page 29 of 30
5. Click the tool bar play button to start monitoring the tag values. The timestamps values should begin updating. Note that not all the status tags update at the same rate. 6. Verify that the fail over control tags report numeric values as shown and that the FTLDInt1_UFO2_State_1 tag has a value of Primary and that the FTLDInt1_UFO2_State_2 tag has a value of Backup : 7. Lastly create the desired Historian tags using either FactoryTalk Administration console or Excel. Verify that data is collected for these points and that data collection continues after restarting the current primary interface several times. Note: To monitor and control the status of both FTLD interfaces, use the Interface List plug-in under the Interfaces category: Rev. 1.0 Page 30 of 30