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

Contact Rockwell Customer Support Telephone 1.440.646.3434 Online Support http://support.rockwellautomation.com 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 252.227-7013 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: 9.00.05

Table of Contents 1 Read Me First... 1 Organization... 1 Audience and Expectations... 2 Other Information Sources... 2 Solutions and Technical Support... 2 2 Installing FactoryTalk Historian SE... 3 Preparing for Installation... 3 System Requirements... 3 Installation Options Screen... 5 Installing FactoryTalk Historian SE... 6 Choosing a Setup Type... 6 Completing the Installation... 7 Installing Client Applications and Updates... 8 Installing FactoryTalk Historian ProcessBook... 8 Installing FactoryTalk Historian DataLink... 8 Installing FactoryTalk Historian ActiveView... 8 Update FactoryTalk View Studio... 8 Update FactoryTalk View SE... 8 Uninstalling FactoryTalk Historian... 9 Installation Issues... 9 3 Activation... 11 Activating the Server... 11 Adding a New License File... 12 4 Configuring FactoryTalk Historian SE... 13 Default Configuration... 13 Users and Groups... 13 Creating and Configuring a New Historian Server... 13 Adding Points for Data Collection to an Existing Server... 15 Adding Individual Points to a Server... 21 Editing Discovery Rules... 21 Defining Discovery Rules... 23 Historian Server Properties... 24 iii

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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 LiveData (FTLD): A direct data interface to FactoryTalk LiveData 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

FactoryTalk Historian SE Installation and Configuration Guide Chapter 2 Installation: This chapter contains information on installing FactoryTalk Historian, repairing an installation, and uninstalling FactoryTalk Historian. Chapter 3 Activation: This chapter contains information on activating the FactoryTalk Historian server. Chapter 4 Configuration: This chapter contains information with configuring a new FactoryTalk Historian server using the LiveData interface. 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 at1.440.646.3434 or http://support.rockwellautomation.com. 2

CHAPTER 2 Installing FactoryTalk Historian SE This chapter addresses the following topics: Preparing for installation Installing FactoryTalk Historian SE Repairing an installation Uninstalling FactoryTalk Historian Preparing for Installation This section covers the prerequisites for installing FactoryTalk Historian SE. System Requirements The hardware and software required with FactoryTalk Historian Site Edition 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 any application, faster CPUs and more RAM will result in better performance. In addition, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM. FactoryTalk Historian Site Edition 25,000 Points and Below Minimum: Intel Pentium D, 3.2Ghz, 1GMB RAM Operating Systems: Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) FactoryTalk Historian Site Edition 50,000 Points and Below Minimum: Intel Pentium Xeon, 3.0Ghz, 2GMB RAM Operating Systems: Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) 3

FactoryTalk Historian SE Installation and Configuration Guide FactoryTalk Historian Site Edition 100,000 Points and Below Minimum: Intel Pentium Xeon dual processor, 3.4Ghz, 4GMB RAM Operating Systems: Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Server with Service Pack 4 or later Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing purposes only) FactoryTalk Historian Site Edition Interface Node Minimum: Intel Celeron D, 3.0Ghz, 512MB RAM Operating Systems: Microsoft Windows XP Professional with Service Pack 2 or later Microsoft Windows 2000 Professional with Service Pack 4 or later Microsoft Windows 2003 Server with Service Pack 1 or later Microsoft Windows 2000 Server with Service Pack 4 or later FactoryTalk Administration Console Minimum: Intel Pentium III, 600MHz, 512MB RAM Recommended: Intel Pentium 4, 2GHz or higher, 1GB RAM or more Operating Systems: Microsoft Windows XP Professional with Service Pack 2 or later Microsoft Windows 2000 Professional with Service Pack 4 or later FactoryTalk Historian Site Edition Network Client Minimum: Intel Pentium III, 600Mhz, 512MB RAM Recommended: Intel Celeron, 3GHz or higher, 1GB RAM or more Operating Systems: Microsoft Windows XP Professional with Service Pack 2 or later Microsoft Windows 2000 Professional with Service Pack 4 or later FactoryTalk Administration Console is tested on operating systems installed from original Microsoft media only. Some Microsoft operating system service packs and hot fixes are not compatible with FactoryTalk Historian Site Edition. To find out if there are any problems with a particular Microsoft update, click the "FactoryTalk Historian SE Operating System and Service Pack Compatibility" link in the Rockwell Automation Knowledgebase. 4

2 Installing FactoryTalk Historian SE Installation Options Screen Insert the FactoryTalk disc into your CD drive. If autoplay is turned on, the FactoryTalk Historian installation options screen displays. If not, click Start, then Run. Type D:\setup where D is the letter of your CD drive. The FactoryTalk Historian installation options screen lists various options for you to select: Open Installation instructions - clicking this option opens this installation guide in PDF format. Install FactoryTalk Services Platform - This installs the FactoryTalk Services Platform. Note that you must have at least version 2.10 installed on your system before you can install FactoryTalk Historian SE. If you already have an up to date version of FactoryTalk Services Platform installed, ignore this option. For installation information, see the FactoryTalk Services Platform installation guide. Install RSLinx Enterprise - Automatic discovery of points in Rockwell Controllers requires RSLinx Enterprise OR a local copy of RSLinx Classic (i.e., RSLinx Classic must be installed on the same computer as the discovery wizard). Install FactoryTalk Historian - This will launch the installation application for FactoryTalk Historian. (See Installing FactoryTalk Historian SE for more information.) The installation will abort if: the operating system version is not compatible. the user logging in does not have administrator privileges on the computer. 5

FactoryTalk Historian SE Installation and Configuration Guide FactoryTalk Services Platform is not installed. Install Other Components - This option opens another page where you can install client software and updates to other FactoryTalk applications that will allow them to access the Historian Server Uninstall FactoryTalk Historian - This option is only available after you have installed FactoryTalk Historian SE. Clicking this option starts the FactoryTalk Historian installer with Remove selected. (See Uninstalling FactoryTalk Historian for more information.) Open Release Notes - Selecting this option displays the release notes for the current version of FactoryTalk Historian. Installing FactoryTalk Historian SE To begin the FactoryTalk installation: 1. Select Install FactoryTalk Historian on the FactoryTalk Historian options screen. This starts the FactoryTalk Historian installation wizard. 2. In the options screen, click [Next] to continue. 3. You must accept the End User License Agreement before you can continue. Select, I accept the terms of the agreement, then click [Next] to continue. 4. You must enter a user name and serial number before continuing. If you have previously installed Rockwell products on this system, the User Name and organization will be pre-filled. Click [Next] to Continue. Choosing a Setup Type It is important to understand the different setup types before continuing. This section describes each option. Historian Server Installation This choice installs the Historian server, the System Management Tools, the Interface Configuration Utility, and the LiveData interface. This will install the FactoryTalk Historian system and its components and FactoryTalk LiveData in one box so that the system can be started with minimal configuration. Historian Interface Installation This choice installs the System Management Tools, the Interface Configuration Utility, the LiveData interface, and the buffer management service. Select this option if you are installing the interface tools on a machine other than the machine hosting the server. Selected Components and Tools This option allows you to choose which components you want to install. If you choose this option, the Custom Setup screen displays when you click [Next]. 6

2 Installing FactoryTalk Historian SE On the custom setup screen, you can select the components you want to install. Note that by default, all components are selected for installation. To remove a component, click the icon to the left of the component and select Do not install. Completing the Installation After you have selected the installation type, follow the next steps to complete the installation. Installation Path By default the FactoryTalk Historian SE is installed in the following directory path: C:\Program Files\Rockwell Software\FactoryTalk Historian Ready to Install The Ready to Install panel allows you the opportunity to review your selections before completing the installation. The panel displays information on the version of FTSP currently installed. The table lists the components to be installed, and what new versions of existing components will be installed, based on your choices. Install Complete After installation is complete, You can install FactoryTalk Activation if it is not already installed on your system. (See Activation for more information.) 7

FactoryTalk Historian SE Installation and Configuration Guide Installing Client Applications and Updates This section describes each option for client applications and updates. Installing FactoryTalk Historian ProcessBook This option installs FactoryTalk Historian ProcessBook. Follow the installation to completion. See the FactoryTalk ProcessBook User Guide for more information. Installing FactoryTalk Historian DataLink This option installs the FactoryTalk Historian DataLink plugin for Microsoft Excel. Follow the installation to completion. See the FactoryTalk DataLink User Guide for more information. Installing FactoryTalk Historian ActiveView This option installs FactoryTalk Historian ActiveView. Follow the installation to completion. See the FactoryTalk ProcessBook User Guide for more information. Update FactoryTalk View Studio This option installs the necessary updates to FactoryTalk View Studio to make it compatible with the FactoryTalk Historian System. Once installed, you can use View Studio to configure the Historian Server and interface. (See Configuring FactoryTalk Historian SE for more information.) Update FactoryTalk View SE This option installs the necessary updates to FactoryTalk View SE to make it compatible with the FactoryTalk Historian System. See the FactoryTalk Historian FTSP and View Add-on Guide for more information. 8

2 Installing FactoryTalk Historian SE Uninstalling FactoryTalk Historian This option will uninstall FactoryTalk Historian. When uninstalling FactoryTalk Historian, three confirmation dialogs will display. The first dialog is displayed by FactoryTalk Historian, and the following two dialogs are displayed by the PI Server. You must click through all three of these dialogs to activate the uninstallation. Installation Issues When installing FactoryTalk Historian, you may encounter the following issues: A PI-SDK error occurs when PI-SDK is installed prior to the PI install. An error message will pop up. Please refer to OSI article KB article 2825OSI8 Installing PI MCN may break the System Management Tools (SMT). If you run into either one of these problems, please contact Rockwell Automation technical support for assistance. 9

FactoryTalk Historian SE Installation and Configuration Guide 10

CHAPTER 3 Activation FactoryTalk Activation provides a secure, software-based system for activating some Rockwell Software products and managing software activation files. FactoryTalk Activation does not require a physical "master disk" or any physical media; activation files are generated and distributed electronically. Some Rockwell Software products are activated by activation files, generated by Rockwell Automation, and distributed over the Internet. Different products use different activation schemes. Some products allow multiple activations to be managed by a FactoryTalk Activation Server. FactoryTalk Activation software is included as part of the FactoryTalk Historian installation process. Activating the Server Before using the Historian server, you must first run the Activation tool, which can be found in Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Tool. This opens the Activation Wizard which will guide through the activation process by collecting machine information and connecting to the Rockwell Automation Activation website. This process generates an activation file that is read by the Activation Server. See FactoryTalk Activation Help for more information. FactoryTalk Historian Server checks the activation files each time it is started and every fifteen minutes thereafter. If no valid activation is found when the server is started, there is a seven day grace period during which the server will start as if normal and collect data, and an error entry will be entered into FactoryTalk Diagnostics. If the seven day grace period expires and the server failed to locate a valid activation file, the server will go into a special mode. The server will continue to collect data and allow reading of current data, but the server will not allow the creation of new data points or the reading of the archive. If there are multiple activation files for the Historian server, the count will be aggregated. The Historian server will use this count to enforce the number of point creation. An activation file can be added or removed from the FactoryTalk Activation server. To take effect, the FactoryTalk Activation server must be restarted. During the FactoryTalk Historian server startup, license counting will be re-calculated. When an activation file(s) is added, the FactoryTalk Historian server will periodically poll the FactoryTalk Activation server. When it detects a new activation file, the license count will be recalculated. The FactoryTalk Historian server will support only concurrent activation. 11

FactoryTalk Historian SE Installation and Configuration Guide The FactoryTalk Historian server will also allow you to allocate a third-party license. See Historian Server Properties on page 24 for more information on third-party licenses. Adding a New License File If you have received a new license file to add to the existing license file, you can do one of the following to add the license file: stop pilicmgr and the pibasess subsystem and then re-start them. When restarting, you must restart pilicmgr first. wait for 17 minutes to get the updated license. 12

CHAPTER 4 Configuring FactoryTalk Historian SE This chapter deals with configuring a new FactoryTalk Historian server using the LiveData interface. For advanced configuration, such as a server to server configuration, see the FactoryTalk Historian System Management Tools User Guide. This chapter addresses the following topics: Default Configuration on page 13 Users and Groups on page 13 Creating and Configuring a New Historian Server on page 13 Adding Points for Data Collection to an Existing Server on page 15 Adding Individual Points to a Server on page 21 Editing Discovery Rules on page 21 Defining Discovery Rules on page 23 Historian Server Properties on page 24 Default Configuration During the installation process, the FactoryTalk Historian System is pre-configured with default settings to get you up and running quickly. This new server can be accessed in the FactoryTalk Services Platform explorer. The default setup creates data collection interface (LiveData) for the server and automatically discovers Historian points in the devices and servers in the plant model, defining the points for which historical data will be collected. Additional points can be added using the FactoryTalk Tag browser. You can also add extra data collection interfaces for load balancing purposes. Users and Groups The default configuration automatically creates secure user groups for the FactoryTalk Historian System. To gain access to the system, create or edit data points, or read data from the server using a client program such as System Management Tools (SMT), FactoryTalk Historian ProcessBook or FactoryTalk View SE, a user must belong to at least one of these groups. For more information on adding or editing users, see the FactoryTalk Historian FTSP and Add-On Guide. Creating and Configuring a New Historian Server To create a new server, use the New Historian Connections Wizard. 13

FactoryTalk Historian SE Installation and Configuration Guide 1. To start the wizard, right-click the Historical Data folder (located in the Connections folder) in the Project Explorer. The New Historian Server Connection dialog displays. 2. Enter a logical name for the server. Names must begin with a letter or number and can only contain letters, numbers, underscores, and spaces. The description field is optional, but it allows you to add more specific information about the server. 3. In the drop down list, select a connection name. If the server is on a collective, you must enter the name. 14

4 Configuring FactoryTalk Historian SE 4. Click [Test Server Connection] to test whether the server is found. If the connection has not been verified, a warning message displays next to the button, and [Next] is disabled. Once the server has been verified, the [Next] and [Finish] buttons are enabled allowing you to continue. If you click [Finish], the server and the data collection service are created and appear in the Project Explorer. In addition to creating the server and data collection interface, clicking [Next] opens the Discover new Historian Points dialog box. See Adding Points for Data Collection to an Existing Server on page 15 for more information. Adding Points for Data Collection to an Existing Server To add points to a server from FactoryTalk View, go to File > New > Discover New Historian Points. This opens the Discover New Historian Points dialog box. 15

FactoryTalk Historian SE Installation and Configuration Guide The Discover New Historian Points dialog box also opens when you click [Next] in the New Historian Server wizard. 1. Select the appropriate server connection and data collection interface for which you want to add points. Then select the scan class for the newly discovered points. 2. The Add points from these sources field lists all the available data types that can be searched to create points. Click the sources you want to search. 3. Start Searching from displays the starting point for the point search. If this is a new server, the root node in the tree is selected by default. 4. Click [Next] to begin discovering points. The Discovering Historian Points dialog box displays the progress of point discovery. 16

4 Configuring FactoryTalk Historian SE The Discovering Historian Points dialog displays the following: Table: contains a list of all the discovered points so far in alphabetical order by name. Now Searching: lists the current area that is being searched. New Points Found: displays the total number of new points discovered so far. Help Symbol: brings up the Help for this dialog. Cancel: suspends the search. 5. Click [Cancel] to pause the discovery process. The following three options are provided: Continue: resumes the search. Stop: abandons the search but keeps the points found so far in the list. Cancel: abandons the search and displays the following message box. 17

FactoryTalk Historian SE Installation and Configuration Guide 6. When the points search is complete but before the points are actually created in the server, the complete list is shown in the Confirm New Historian Points dialog, which allows you to add points, prevent points from being added, and change the scan rate for specific points. The list supports multiple-selection to change groups of tags at one time. The Confirm New Historian Points dialog is broken down into the following sections and buttons: Add <number> of <number> discovered points. statement: Displays the total number of points in the list below that are currently checked out of the total number in the list as well as which historian server the points will be added to. Table: This list contains all of the discovered or added points in alphabetical order by name. All or None: This will check or un-check all items in the list. For example: 18

4 Configuring FactoryTalk Historian SE Add Points : This will Launch the Add Historian Points dialog to allow the addition of a single or a few points. When the dialog returns, the new points are inserted into the list and they are selected (using non-contiguous multiple selection). Any previous selection is cleared. Change Scan Class: This will Launch a small modal dialog to allow choosing a new scan class for the selected items. The drop-down list shows all the scan 19

FactoryTalk Historian SE Installation and Configuration Guide classes available in the interface. It defaults to the scan class of the top item in the selection. Confirm Points: It will add any checked items to the historian server. If the point already exists, it will skip. Cancel: This will confirm that you want to cancel the discovery. If yes, this will bring you to the point prior to starting the wizard. If no, this will return to the Confirm Historian Points Dialog with no changes. 20

4 Configuring FactoryTalk Historian SE 7. This dialog box displays the sources searched and the starting point for the search. You can also start or stop the Data Collection Interface service from this dialog box. 8. Click Manage in Excel to export the list to the PI SMT Excel plug-in. See the PI SMT user guide for more information on managing points in Excel. Note that any changes made in Excel are not reflected in the New Historian Point Discovery Complete dialog box. If you choose to export the list again, you could lose any changes made in Excel. Adding Individual Points to a Server This is similar to the Discover New Historian Points dialog box except that you search an application for points. 1. Click [Browse Tags] to open the Tag Browser. 2. Locate the tags you want to add to the server then click [OK]. The tags are added to the Tags to Add field. 3. Click [OK] to add the tags to the server. Editing Discovery Rules The Discovery Rule Editor provides a tool for users to define new rules and edit existing (user-defined) ones in a way that is simpler than editing the XML file directly. The set of user-defined rules are stored in a different XML file (User Defined Rules.xml) as the default set of rules. When the discovery process is running, rules from both files are used. However, this editor only works on the user-defined rule file and supports a subset of the entire XML schema. For more information on user-defined rules, see Defining Discovery Rules on page 23. From the Discovery New Historian Points dialog, click Edit Discovery Rules. The Discovery Rule Editor is launched. The current rule set is displayed. 21

FactoryTalk Historian SE Installation and Configuration Guide Check or uncheck the option to use the Default Rules during discovery. If checked, the default built-in rule set will be used for the discover process in addition to the userdefined rule set. If unchecked, those rules will be inactive for the discovery process. Check or uncheck the Active box for each rule to decide whether to use it during discovery. Select a rule and click [Edit] to change an existing rule. The Define Discovery Rule dialog is launched. (For more information on editing rules, see Defining Discovery Rules on page 23.) This button is only enabled when a rule is selected in the list. Click [New] to create a new rule. The Define Discovery Rule dialog is launched. (For more information on creating rules, see Defining Discovery Rules on page 23.) When the dialog returns with a new rule, it will be added at the end of the list, and the list will scroll to show it and select it by default. Select a rule and click [Delete] to delete a rule. This button is only enabled when a rule is selected in the list. After confirmation, the selected rule is deleted. Click [Save] to write to the entire XML file. Click [Cancel] to close this dialog without saving any changes. If there are no unsaved changes, this button says [Close] instead. It changes to [Cancel] as soon as any changes are made. If it says [Close], it closes the editor. If it says [Cancel], the user is prompted with a confirmation dialog to save the file before the editor closes. 22

4 Configuring FactoryTalk Historian SE Defining Discovery Rules The Define Discovery Rule dialog provides a structured entry mechanism for defining a new rule or editing an existing one. It supports a subset of the full XML schema and helps the user define rules correctly. The Define Discovery Rule dialog has the following sections: From: Choose from the possible sources of historical data. The choice of source makes changes to the in other drop-downs menus. Include/Exclude tags/items: Choose whether this is an inclusion or exclusion rule. For all controllers and HMI/Alarm servers, the text is include tags and exclude tags. For OPC-DA servers, the text changes to include items and exclude items. Name/Member/Data Type: Choose whether to match on name, member name, or data type name. For all controllers servers, the text is name, member, and data type. For HMI/Alarm servers, the text is folder name, tag name, and data type. For OPC- DA servers, the text is item name, child name, and data type. Starts With/Contains/Is/Ends With: Choose how to wild-card the name string. starts with = <string>* contains = *<string>* is = <string> ends with = *<string> String Entry field: Enter the string to match in the rule. OPC name rules are enforced. The drop-down menu shows a most-recently used list of the last ten strings used in any of the string fields (shared between all of the string fields on the rule dialog). This list is persistent between running of the editor. [and] buttons: Initially, the button is not enabled. When something is entered into the String Entry field, the [and] button is enabled. Click this button to enable a new row of fields that allows entry of another rule criteria. Click [OK] to save your discovery rule. 23

FactoryTalk Historian SE Installation and Configuration Guide Historian Server Properties Changes can be made to an existing Historian server using the Historian Server Properties dialog box. To open the historian server properties, right click the server whose properties you want to change and click Properties. Under the General tab, you can edit the server description and/or change the computer or the collective hosting the server. However, you cannot change the server name. Note: You must have administrator privileges to make any changes to the server properties. To make advance changes, click [Launch System Management Tools]. For more information on advanced configuration, the FactoryTalk Historian System Management Tools user guide. 24

4 Configuring FactoryTalk Historian SE In addition to making changes to the server, you can also monitor licensing information from the Licensing tab. If point creation exceeds the number of point limits, an error is logged in the FactoryTalk Diagnostics Viewer. Licensing information displays the interface types in use. For each interface type, the table displays the number of points in use and the maximum number of points available for that particular license type. The Licensing tab is broken down into the following table and buttons: Table: 3rd Party type allocation: Entered by the users. Users must know the exact name of the Point Source. Point In Use: A read-only field that shows the current points in use from FactoryTalk Historian sever. Limit: Entered by the users. Minimum 500 or multiples of 500. Buttons: Move Up: Moves the selected item up in the table. Move Down: Moves the selected item down in the table. Delete: Removes the selected item from the table. OK: Verifies and saves the changes and closes the dialog. Apply: Verifies and saves the changes. Cancel: Closes the dialog. 25

FactoryTalk Historian SE Installation and Configuration Guide 26