The following logos and products are trademarks of OSIsoft, Inc.: PI System, Sequencia, Sigmafine, grecipe, srecipe, and RLINK.

Transcription

1

2 Contact Rockwell Customer Support Telephone Online Support Copyright Notice 2007 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. Trademark Notices FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc. The following logos and products are trademarks of Rockwell Automation, Inc.: FactoryTalk Historian Site Edition (SE), RSView, FactoryTalk View, RSView Studio, FactoryTalk View Studio, RSView Machine Edition, RSView ME Station, RSLinx Enterprise, FactoryTalk Services Platform, and FactoryTalk Live Data. The following logos and products are trademarks of OSIsoft, Inc.: PI System, Sequencia, Sigmafine, grecipe, srecipe, and RLINK. Other Trademarks ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, 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. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA). Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation. OLE for Process Control (OPC) is a registered trademark of the OPC Foundation. Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged. Restricted Rights Legend Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 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:

3

4

5 Table of Contents 1 Read Me First... 1 Organization... 1 Audience and Expectations... 2 Other Information Sources... 2 Solutions and Technical Support Security... 3 Logging on to the System Diagnostics... 5 Message Parameters... 5 Viewing Messages Live Data... 7 Installation... 7 Configuration... 8 Auto Discovery Wizard... 8 Basic Data Connector Configuration... 9 Advanced Configuration View TrendX Configure the Trend Properties Add Pen Configuration Display Pen Attributes Display Trend Support for the Trend Object Support Multiple FT Historian Server Single Sign On... 17

6 FactoryTalk Historian SE installation and Configuration Guide

7 CHAPTER 1 Read Me First 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. FactoryTalk Historian SE provides the capability to collect, store, analyze, and visualize data using a powerful engine and a set of reporting tolls 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 the data quickly over a short or long time span. FactoryTalk Historian SE is closely integrated with the following Rockwell Automation s FactoryTalk Services Platform and Applications. FactoryTalk Live Data (FTLD): A direct data interface to FactoryTalk Live Data delivers natively FTLD data directly to Historian without requiring intermediate interfaces and standards such as OPC. FactoryTalk Directory: FactoryTalk Historian uses FactoryTalk Directory to look up data points for configuring points to historize. The directory is also used for autodiscovering controller data sources and tags in the initial configuration process. FactoryTalk Security: By integrating FactoryTalk Historian with FactoryTalk Security, all user and user groups can be maintained centrally, and a single sign-on is fully supported. FactoryTalk Activation: FactoryTalk Historian is activated by Rockwell Automation's central licensing system based on the FactoryTalk Activation Server. FactoryTalk Diagnostics: Because of FactoryTalk Historian's close integration with FactoryTalk Diagnostics, all system and diagnostics messages from FactoryTalk Historian are centrally stored and maintained in the FactoryTalk central Diagnostics database. FactoryTalk Audit: All FactoryTalk Historian server auditing messages are stored and available in the FactoryTalk central Audit database. FactoryTalk View SE Trending: FactoryTalk View Supervisory Edition natively trends data from FactoryTalk Historian. Organization This book contains the following additional chapters: 1

8 FactoryTalk Services Platform and View Add-On Guide Chapter 2 Security: This chapter covers the FactoryTalk Historian Security groups. Chapter 3 Live Data: This chapter covers the FactoryTalk Live Data Interface that is installed as part of FactoryTalk Historian Server or Historian Interface install. Chapter 4 Diagnostics: This chapter covers the FactoryTalk Diagnostics component of the FactoryTalk Services Platform (FTSP) that FactoryTalk Historian uses to record messages sent by the FactoryTalk Historian Server. Chapter 5 View TrendX: This chapter addresses the basic flow of the FactoryTalk View TrendX configuration. Audience and Expectations This book is intended for experienced professionals who understand their company s business needs, the technical terms used, and software dependencies described in this guide. This document does not provide installation instructions for related components, including other FactoryTalk products, but it does describe configuration settings required to run this software. Other Information Sources Addition documentation can be found on your installation CD under Redist > Docs. Solutions and Technical Support For additional help, contact Rockwell Automation Technical Support at or 2

9 CHAPTER 2 Security FactoryTalk Historian requires each user to log into the system before using the system. To successfully log in to the system, a user must belong to a FactoryTalk Historian Security group. FactoryTalk Historian automatically creates these groups when it is installed, as well as a generic user account associated to each group. Initially these user accounts do not have a password. To add passwords or to add new users to each group, please refer to the FactoryTalk Security documentation. If you plan to track user IDs in FactoryTalk Diagnostics, you must create identical user IDs in the FactoryTalk Historian Server (PI Server). See FactoryTalk Historian System Management User Guide for information on creating user IDs in the Historian Server. The FactoryTalk Historian security groups created in FactoryTalk Security are as follows: FTHAdministrators have the following privileges: Modify FactoryTalk Historian Server settings - including security (FactoryTalk Historian database tables). Create, modify, and delete point definitions. Read and write any point s historical data set. Add new point data to any points historical data set. FTHEngineers have the following privileges: Create, modify, and delete point definitions. Read and write any point s historical data set. FTHSupervisors have the following privileges: Read any point definition. Read any point s historical data set. Add new point data to any points historical data set. Add, modify, and delete point data. FTHOperators have the following privileges: Read any point definition. Read any point s historical data set. In addition to creating groups, a default user is created in each group. The user name is identical to the group name. For instance, the FTHAdministrator user is a member of the FTHAdministrators group. The FTHAdministrator user is a memeber of the FTHAdministrators, FTHEngineers, FTHSupervisors, and Piadmin groups. Due to the fact that no password is created for the default users. It is recommended to add passwords for each user. It is especially important to create a password for 3

10 FactoryTalk Services Platform and View Add-On Guide FTHAdministrator to prevent unauthorized personnel from making changes to the server. Logging on to the System FactoryTalk Historian uses the same log on protocols as the rest of FactoryTalk and supports FactoryTalk Security Single Signon. For more information, see FactoryTalk User Guide. 4

11 CHAPTER 3 Diagnostics FactoryTalk Historian uses the FactoryTalk Diagnostics component of the FactoryTalk Services Platform (FTSP) to record messages sent by the FactoryTalk Historian Server. In the event of an message, the FactoryTalk Server logs the message in the FactoryTalk Diagnostics service. If the FactoryTalk Historian Server cannot connect to the FactoryTalk Diagnostics service, the server will log the messages in the Windows Event log in the mean time and try to reconnect to FactoryTalk Diagnostics service. Once the server reconnects to the FactoryTalk Diagnostics service, a message is logged indicating that some messages may not have been logged and will advise the user to check the local Windows Event log. Message Parameters Each message logged to the FactoryTalk Diagnostics service contains the following information: Date/Time - This is the date and time the message was recorded. The time is the local time for the server. This is important to note if you are in a different time zone than the server. User Name - This is the name of the user that performed or requested an operation that generated the error message. If you plan to track user IDs in FactoryTalk Diagnostics for auditing purposes, you must create identical user IDs in the FactoryTalk Historian Server (PI Server). See FactoryTalk Historian System Management User Guide for information on creating user IDs in the Historian Server. User Description - This is the full name of the user. Severity - Currently the server cannot distinguish types of messages. All messages are logged as Warning. Audience - Currently the server cannot identify different audience types. Engineer is the default audience type for all messages. Message text - This is a description of the error that occurred. Viewing Messages To view the messages in FactoryTalk Diagnostics, run the FactoryTalk Diagnostics Viewer tool. See the FactoryTalk Diagnostics Viewer help for more information on how to use the Viewer to search and filter messages. 5

12 FactoryTalk Services Platform and View Add-On Guide To view messages stored in the Windows Event Viewer log, go to Start > Control Panel > Administrative tools and click Event Viewer. 6

13 CHAPTER 4 Live Data FactoryTalk Historian integrates with FactoryTalk Live Data to provide the users with a premier integration platform that archives data from Rockwell's controllers (PLC-5, ControlLogix) with minimal configuration. This section covers the FactoryTalk Live Data Interface that is installed as part of FactoryTalk Historian Server or Historian Interface install. Installation FactoryTalk Live Data premier integration is installed as part of FactoryTalk Historian Server or Historian Interface install. Both installs include the following components: Interface Configuration Utility (for Advanced configuration) FactoryTalk Historian Live Data Connector By default, these components are installed in the following directory: C:\Program Files\Rockwell Software\FactoryTalk Historian Live Data Installation Directory 7

14 FactoryTalk Services Platform and View Add-On Guide Configuration The following sections walk you through the configuration required for FactoryTalk Historian. Auto Discovery Wizard During installation and creation of FactoryTalk Historian Server, an Auto Point Discovery Wizard guides you through the process of: creating FactoryTalk Live Data connectors. finding and creating points from the selected point sources. collecting data from selected points. Auto Discovery Wizard - New Historian Points 8

15 4 Live Data Auto Discovery Wizard - Confirm Historian Points Basic Data Connector Configuration The basic Data Connector configuration can be done through FactoryTalk Administration Console or any FactoryTalk Services Platform client, such as FactoryTalk View Studio. You must have administrative privileges (FTHAdministrator) to make changes to the configuration. See the FactoryTalk Historian Security chapter for more details on administrative privileges. FactoryTalk Administration Console 1. Double-click the Data Connector object (FTLD1 in the figure above). A basic configuration screen displays: 9

16 FactoryTalk Services Platform and View Add-On Guide Data Collection Interface Properties - General Tab Under the General tab, you can: select the interface type to modify the properties. Once selected, the computer hosting the interface, Interface Name, and Interface ID are automatically filled in. change the description of the Data Collection Interface type. start or stop the Data Collection Interface service. Set the Windows service Startup type to either Manual or Automatic. 2. Click [Launch Interface Configuration Utility] to perform advanced configuration. 10

17 4 Live Data Data Collection Interface Properties - Scan Classes Tab Under the Scan Classes tab, you can: select a scan class for this interface. add/delete scan classes. change the order of the scan classes. Advanced Configuration The advanced Data Connector Interface configuration can be done through the Interface Configuration Utility (ICU) tool. See ICU's online documentation under the Help menu item of the tool. This tool can only be run on the computer that hosts the interface and requires administrative privileges. Adding More Points After the initial point creation through the Auto Discovery Wizard, you might want to add more points for the interface to collect data. For a basic configurations, re-run the Auto Discovery Wizard. For advanced configurations, use the FactoryTalk Historian DataLink tool for a many-points configuration or the System Management Tool (SMT) for singlepoint configuration. To re-run the Auto Discovery Wizard, run the FactoryTalk Administration Console and right-click on an application or area. A context menu displays that allows you to run the Auto Discovery Wizard. Launch Microsoft Excel to run DataLink or the SMT tool. For documentation, see the online helps or user guides for these tools. 11

18 FactoryTalk Services Platform and View Add-On Guide Deleting Points Deleting points can be done through DataLink or the SMT tool. Launch Microsoft Excel to run DataLink or the SMT tool. For documentation, see the online helps or user guides for these tools. Managing Scan Classes To change the scan class for a Data Connector interface, go to the properties of the interface through the FactoryTalk Administration Console and modify the scan class under the Scan Classes tab or run the ICU tool on the machine that hosts the interface and change the scan class. NOTE: There is a delay of about two minutes before the new scan class takes effect. 12

19 CHAPTER 5 View TrendX The FactoryTalk View TrendX display object supports FactoryTalk Historian server as a data source. This chapter covers the configuration required of FactoryTalk View TrendX to trend the tags from Historian Server as well as other features in FactoryTalk View. This chapter addresses the basic flow of a FactoryTalk View TrendX configuration: Configure the Trend Properties Add the Pen Configuration Display the Pen Attributes Display the Trend The following additional features in FactoryTalk View will also be covered: Support for the Trend Object Support for Multiple FactoryTalk Historian Servers Single Sign On Configure the Trend Properties To configure the trend properties: 1. Run FactoryTalk View SE. 2. Log in using FactoryTalk Security credentials. 3. Create or open an Application. 4. Create or open a Display object. 5. Select and drag a trend object onto the display canvas 6. Double-click to open the Display properties. The following dialog allows you to select Historian Server as a Data Sever in Trend properties. 13

20 FactoryTalk Services Platform and View Add-On Guide 7. Under the General tab of the Trend properties, select "Poll historic data" as the Data Server. 8. Under the Pens tab, select "Historian Server" from the dropdown list as the pen source. Add Pen Configuration 1. Under the Pen tab, click [Add Pen(s)...]. The dialog that opens allows you to add new or existing Historian tags in pen for trending (one pen per tag). 14

21 5 View TrendX An error message will display if no active FactoryTalk Historian server is found. 2. In the Add Pen dialog, select a FactoryTalk Historian Server from the dropdown menu. 3. You can create a new tag or enter one: Click on [Create New Historian Tag] to create new tag that has not been historized. This will bring up an Add Point dialog. You can manually enter a tag or search for one by clicking [...]. This will display the Tag Search dialog. 4. Once you have selected or created your tag, click [Add] to add the tag. The tag name will be validated. If validation fails, a dialog displays that reads Invalid Tag Name. Please reenter. If validation succeeds, the name will be added to the list box and the edit box will be cleared. 5. Click [Remove] to remove the highlighted tag in the list box. A confirmation dialog will display. Click [OK] to remove the highlighted tag. 6. Click [Remove All] to remove all the tags in the list box. A confirmation dialog will display. Click [OK] to remove all tags. 15

22 FactoryTalk Services Platform and View Add-On Guide Display Pen Attributes The Trend Properties dialog s Pen tab shows the Pen attributes including Tag, Model, Color, Visible, and Type. Display Trend Click on [Test Display] to display a chart of the pen(s). 16

23 5 View TrendX Support for the Trend Object The FactoryTalk Historian server data source for the Trend object supports features and properties of trending in design mode as well as runtime. See the Trend object help for information on the features and properties. Support Multiple FT Historian Server The Trend object supports different pens that come from multiple FactoryTalk Historian servers. For example, Pen 1 tag source could be from FactoryTalk Historian server A and Pen 2 tag source could be from FactoryTalk Historian server B. Single Sign On The use who is logged onto FactoryTalk does not need to log onto FactoryTalk Historian provided that the user has the right privileges. 17

24 FactoryTalk Services Platform and View Add-On Guide 18

25

26