FTHistorian SE Installation and Configuration Guide

HistorianSE
INSTALLATION AND CONFIGURATION GUIDE

PUBLICATION HSE-IN021A-EN-EMarch 2009
Supersedes Publication HSE-IN020A-EN-P
Contact Rockwell Automation

Customer Support Telephone 1.440.646.3434
Online Support http://www.rockwellautomation.com/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 products 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 products 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, 2009 1:42 pm
CONTENTS
1 Overview ........................................................................................................... 1
Other Information Sources.............................................................................................................
Training Programs .....................................................................................................................
Knowledgebase ..........................................................................................................................
Consulting Services ...................................................................................................................
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2
2
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2 Plan Your System............................................................................................. 3

Select Your Platform .....................................................................................................................
FactoryTalk Historian SE 25,000 points and below ..............................................................
FactoryTalk Historian SE 50,000 points and below ..............................................................
FactoryTalk Historian SE 100,000 points and below ............................................................
FactoryTalk Directory Machine .............................................................................................
FactoryTalk Historian SE Live Data Interface Machine........................................................
FactoryTalk Historian ProcessBook and DataLink Machine.................................................
Configure Your Environment ........................................................................................................
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3 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 .......................................................................................... 10
Uninstall FactoryTalk Historian Site Edition .............................................................................. 10
Open Release Notes ..................................................................................................................... 10
Steps to Install FactoryTalk Historian SE 2.1.............................................................................. 10
Steps to Install FactoryTalk Services Platform........................................................................ 10
Steps to Specify FactoryTalk Directory................................................................................... 11
Steps to Install FactoryTalk Activation Server ........................................................................ 12
Obtaining the Activation Files ............................................................................................. 12
Steps to Install FactoryTalk Historian SE Server .................................................................... 12
Steps to Install FactoryTalk Activation Client..................................................................... 13
Steps to Get Activation from FactoryTalk Activation Server.............................................. 13
Steps to Configure the FactoryTalk Historian SE Server .................................................... 14
Steps to Install RSLinx Enterprise (Data Server) .................................................................... 14
Steps to Install and Configure FactoryTalk Historian Live Data Remote Interface................ 15
Steps to Configure the Interface........................................................................................... 15
Steps to Add Data Points...................................................................................................... 16
Steps to Verify Data Collection ........................................................................................... 17
Steps to Enable Buffering .................................................................................................... 17
Steps to Install Other Components (optional).......................................................................... 20
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 v2.1....................................................................
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............................................................
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4 Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView.... 25

Install FactoryTalk Historian DataLink.......................................................................................
Install FactoryTalk Services Platform .....................................................................................
Install FactoryTalk Historian DataLink ...................................................................................
Open Release Notes .................................................................................................................
Install FactoryTalk Historian ProcessBook .................................................................................
Install ProcessBook Client .......................................................................................................
Install FactoryTalk Historian ActiveView...................................................................................
Install ActiveView ...................................................................................................................
Install Optional PI Components...................................................................................................
Uninstall FactoryTalk Historian ProcessBook ............................................................................
Uninstall FactoryTalk Historian DataLink ..................................................................................
Uninstall FactoryTalk Historian ActiveView ..............................................................................
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5 Secure FactoryTalk Historian SE.................................................................. 29

FactoryTalk Historian SE Security Groups ................................................................................. 29
FactoryTalk Historian SE Security Trusts ................................................................................... 30
6 Record Messages Using FactoryTalk Diagnostics ..................................... 31

Message Parameters..................................................................................................................... 31
View Messages ............................................................................................................................ 31
7 Use Additional FactoryTalk Historian SE Features..................................... 33

Auto Discovery Wizard ...............................................................................................................
Discovery Rule Editor .................................................................................................................
FactoryTalk Historian Live Data Local Interface........................................................................
Verify the Local Interface Configuration ....................................................................................
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8 Use FactoryTalk View TrendX Object........................................................... 35

Configure the Trend Properties.................................................................................................... 35
Add Pen Configuration ................................................................................................................ 36
Support Multiple FactoryTalk Historian SE Servers................................................................... 36
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9 Configure a Collective ................................................................................... 37

Collectives Information ............................................................................................................... 37
Create a Collective....................................................................................................................... 38
10 Configure Redundant FactoryTalk Live Data Interfaces ............................ 41

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................................................................................................................
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11 Troubleshoot FactoryTalk Historian SE....................................................... 57

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......................................................................
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Contents
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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.
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 http://www.rockwellautomation.com/support/, or call
1.440.646.3434.
Knowledgebase
The Rockwell Automation Customer Support Center offers an extensive online database
that includes frequently asked questions and the latest patches.
Please visit http://www.rockwellautomation.com/support/, 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.
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 XP Professional with Service Pack 2 (Recommended for
testing purposes only)
Minimum: Intel Pentium Xeon, 3.0Ghz, 2GB RAM
Operating systems:
Minimum: Intel Pentium Xeon dual processor, 3.4Ghz, 4GB RAM
Operating systems:
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:
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:
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.
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.
2 Plan Your System
(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.
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
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.
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.
3 Install FactoryTalk Historian SE
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.
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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.
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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.
2. On the End User License Agreement screen, select I accept the terms of the
agreement, and then click Next.
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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.
click Next.
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.
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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.
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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.
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 >
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
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 >
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
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 >
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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
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.
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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
7. Steps to Upgrade FactoryTalk Historian DataLink

8. Steps to Upgrade FactoryTalk Historian ProcessBook
Steps to Stop Services and Processes

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.

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
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.

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.
click Next.
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.

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
Steps to Back Up Your 2.0 Database

To backup your FactoryTalk Historian SE 2.0 database, follow the steps listed in Chapter
4: Backing Up FactoryTalk Historian Server in the FactoryTalk Historian Server System
Management Guide.
Once you have backed up your FactoryTalk Historian SE 2.0 Server, continue with the
following sections to upgrade FactoryTalk Historian ActiveView, DataLink, and
ProcessBook, if necessary. Otherwise, skip to the steps described in Step 4: Install
FactoryTalk Historian Site Edition Server.
Steps to Upgrade FactoryTalk Historian ActiveView

To upgrade, use the following procedure:
1. Uninstall the previous version of FactoryTalk Historian ActiveView from Start >
Programs > Rockwell Software > FactoryTalk Historian SE > Uninstall
FactoryTalk Historian ActiveView. Follow the wizard to complete the
uninstallation.
3. Follow the steps described in Install FactoryTalk Historian ActiveView.
Steps to Upgrade FactoryTalk Historian DataLink

1. Uninstall the previous version of FactoryTalk Historian DataLink from Start >
FactoryTalk Historian DataLink. Follow the wizard to complete the uninstallation.
2. Follow the steps described in Install FactoryTalk Historian DataLink.
Steps to Upgrade FactoryTalk Historian ProcessBook

1. Uninstall the previous version of FactoryTalk Historian ProcessBook from Start >
FactoryTalk Historian ProcessBook. Follow the wizard to complete the
uninstallation.
3. Follow the steps described in Install FactoryTalk Historian ProcessBook.
23
24
CHAPTER 4
Install FactoryTalk Historian DataLink, ProcessBook,

and ActiveView
Install FactoryTalk Historian DataLink
FactoryTalk Historian DataLink is a Microsoft Excel Add-in that provides a link between
the FactoryTalk Historian server and Microsoft Excel. It enables you to use Microsoft
Excel to exchange information directly with the FactoryTalk Historian system databases.
See the FactoryTalk Historian DataLink Users Guide for more information.
To install FactoryTalk Historian DataLink, insert the FactoryTalk Historian DataLink disk
into your DVD drive. The installation screen displays the following three options:

For instructions on how to install FactoryTalk Services Platform, see Steps to Install
FactoryTalk Historian SE 2.1.
Install FactoryTalk Historian DataLink

1. On the installation screen, click Install FactoryTalk Historian DataLink.
4. From the Setup Type screen, select Typical.
5. When the installation is complete, restart your computer.
6. Start Microsoft Excel. From the main menu, select Tools > Add-Ins.
7. In the Add-Ins dialog box, click Browse to browse to the following files, and then
click OK to add the files.
c:\Program Files\Rockwell Software\FactoryTalk

Historian\Server\PIPC\Excel\PITrendXL.xla

Historian\Server\PIPC\Excel\pipc32.xll
Note: If you are installing FactoryTalk Historian DataLink on a computer that has
FactoryTalk Historian Interface or FactoryTalk Historian SE Server installed, in the SMT
and MDBBuilder folders you will see the following two files: PITagCnf.xla and
MDBBuilder.xla. These files are required to create the PI-SMT menu in MS Excel.

Historian\Server\PIPC\SMT\PITagCnf.xla.
25

Historian\Server\PIPC\MDBBuilder\MDBBuilder.xla.
8. Click OK on the Add-Ins dialog box.

9. If ActiveX warnings display, click OK.
After completing the previous steps, PI and PI-SMT menu items will display in the main
menu of Microsoft Excel.
Open Release Notes

Select this option to read the Release Notes for the current version of FactoryTalk
Historian DataLink.
Install FactoryTalk Historian ProcessBook

FactoryTalk Historian ProcessBook is an advanced analytics client used to visualize data
stored in FactoryTalk Historian server. See the FactoryTalk Historian ProcessBook Users
Guide for more information.
To install FactoryTalk Historian ProcessBook, insert the FactoryTalk Historian
ProcessBook disk into your DVD drive. The installation screen displays the following
three options:

For instruction on how to install FactoryTalk Services Platform, see Steps to Install
FactoryTalk Historian SE 2.1
Install ProcessBook Client

1. On the installation screen, click Install FactoryTalk Historian ProcessBook.
Open Release Notes

Historian ProcessBook.
26
Install FactoryTalk Historian ActiveView

FactoryTalk Historian ActiveView is a ProcessBook runtime client that presents displays
of live data from the FactoryTalk Historian server as well as information from ODBC
sources (via ADO or VBA). These displays are created using FactoryTalk Historian
ProcessBook, and FactoryTalk Historian ActiveView is installed on all the computers on
which you want to run the displays. Also, using Microsoft Internet Explorer you can
deploy FactoryTalk Historian ActiveView on the Internet or within a corporate intranet.
You can insert FactoryTalk Historian ActiveView displays as ActiveX controls in existing
Microsoft Excel spreadsheets, FactoryTalk View SE, or other reporting tools used in your
environment. See the FactoryTalk Historian ActiveView Users Guide for more
information.
To install FactoryTalk Historian ActiveView, insert the FactoryTalk Historian ActiveView
disk into your DVD drive. The installation screen displays the following three options:

For instruction on how to install FactoryTalk Services Platform, see Steps to Install
FactoryTalk Historian SE 2.1
Install ActiveView
1. On the installation screen, click Install FactoryTalk Historian ActiveView.
6. Launch the Internet Information Services Manager application from Start >
Programs > Administrative Tools > Internet Information Services (IIS) Manager.
7. In the IIS main window, in the left pane, you will see the name of your local computer,
right-click the name, and from the list, select Properties.
8. On the Properties dialog box, click MIME Types.
9. On the MIME Types dialog box, click New.
10. In the MIME Type New dialog box, in the Extension field, enter the following
information:
Extension: .pdi
MIME type: application/octet-stream
11. Click OK to close the MIME Types dialog box.

12. Click OK to close the Properties dialog box.
Open Release Notes

Historian ActiveView.
27
4 Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView
Install Optional PI Components

The FactoryTalk Historian SE disk contains several optional PI components used for data
management. These components are located in the \\redist folder.
If you choose to install these components, be sure to install them after you install
FactoryTalk Historian SE. See the PI documentation, which can be found in the
\\redist\docs folder, for further information regarding these components.
Uninstall FactoryTalk Historian ProcessBook

To uninstall FactoryTalk Historian ProcessBook, click Start > Programs > Rockwell
Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian
ProcessBook. This option is only valid after FactoryTalk Historian ProcessBook has been
installed.
Uninstall FactoryTalk Historian DataLink

To uninstall FactoryTalk Historian DataLink, click Start > Programs > Rockwell
Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian DataLink.
This option is only valid after FactoryTalk Historian DataLink has been installed.
Uninstall FactoryTalk Historian ActiveView

To uninstall FactoryTalk Historian ActiveView, click Start > Programs > Rockwell
Software > FactoryTalk Historian SE > Uninstall FactoryTalk Historian ActiveView.
This option is only valid after FactoryTalk Historian ActiveView has been installed.
28
CHAPTER 5
Secure FactoryTalk Historian SE

FactoryTalk Historian SE requires you to log in to the system before using the system. To
successfully log in to the system, you must belong to a FactoryTalk Historian Security
group. FactoryTalk Historian SE automatically creates these groups when it is installed.
To add passwords or to add new users to each group, refer to the FactoryTalk Security
documentation, available from Start > Programs > Rockwell Software > FactoryTalk
Tools > FactoryTalk Security Quick Start. FactoryTalk Historian SE uses the same
logon protocols as the rest of the FactoryTalk system and supports FactoryTalk Security
Single Sign-On.
Note: If you plan to track user IDs in FactoryTalk Diagnostics, you must create identical
user IDs on the FactoryTalk Historian SE Server. For information on creating user IDs on
the FactoryTalk Historian SE Server, refer to the FactoryTalk Historian SE System
Management User Guide.
FactoryTalk Historian SE Security Groups

The FactoryTalk Historian SE security groups created in FactoryTalk Security are as
follows:
FTHAdministrators have the following privileges:
Note: The Windows Administrators group is part of the FTHAdministrators group.
Modify FactoryTalk Historian Server settings - including security (FactoryTalk

Historian database tables).
Create, modify, and delete point definitions.
Read and write any points 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 points historical data set.
FTHSupervisors have the following privileges:
Read any point definition.

Read any points 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 points historical data set.
Important: By default, FactoryTalk Security allows any user to change their privilege
level to any level, including administrative levels. For information on tightening
29
security, see FactoryTalk Security Quick Start, available from Start > Programs >
Rockwell Software > FactoryTalk Tools > FactoryTalk Security Quick Start.
FactoryTalk Historian SE Security Trusts

In addition to creating groups, trusts are created in the FactoryTalk Historian Server that
map groups to generic users. For example, the FTHEngineers group is mapped to
FTHEngineer users.
On a computer on which FactoryTalk Historian SE Server is running, users can access
FactoryTalk Historian SE Server by logging on using a user ID and password or the
default local trusts. For more information on trusts, see the FactoryTalk Historian SE
Server System Management Guide.
30
CHAPTER 6
Record Messages Using FactoryTalk Diagnostics

FactoryTalk Historian SE uses the FactoryTalk Diagnostics component of the FactoryTalk
Services Platform to record messages sent by the FactoryTalk Historian SE Server. In the
event of a message, the FactoryTalk Server logs it in the FactoryTalk Diagnostics service.
If the FactoryTalk Historian SE Server cannot connect to the FactoryTalk Diagnostics
service, the server will log the messages in the Windows Event log and continue 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 you 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.
Note: If you plan to track user IDs in FactoryTalk Diagnostics for auditing purposes, you
must create identical user IDs in the FactoryTalk Historian SE Server. See the 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 - All messages are logged as Warning or Informational.
Audience - Engineer is the default audience type for all messages.
Message text - This is a description of the error that occurred.
Location - The name of the computer where the diagnostic message was generated.
Provider - The name of the FactoryTalk product or subsystem that generated the
message.
View 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.
31
To view messages stored in the Windows Event log, click Start > Settings > Control
Panel > Administrative tools > Event Viewer.
32
CHAPTER 7
Use Additional FactoryTalk Historian SE Features

The following three features are provided by FactoryTalk Historian SE:
Auto Discovery Wizard
Discovery Rule Editor
FactoryTalk Historian Live Data Local Interface
Verify the Local Interface Configuration
Auto Discovery Wizard

The Auto Discovery wizard is a feature of FactoryTalk Historian SE that guides you
through the process of finding data points from selected point sources, such as Linx
Enterprise, Linx Classic, other OPC-DA Servers (for example, kepware opc), and HMI/
Alarm Servers (for example, FactoryTalk View).
To start the wizard, click Start > Programs > Rockwell Software > FactoryTalk
Administration Console. The FactoryTalk Administration Console displays.
1. In the Explorer window, right-click the application or area from which you want to
search for data points. From the pop-up menu, select Discover Historian Points.
2. On the Discover Historian Points dialog box, select the appropriate server
connection and data collection interface to which you want to add points, and point
sources you want to search.
IMPORTANT! All the steps related to using the Auto Discovery wizard are explained in
detail in the FactoryTalk Historian SE Help. It can also be accessed by clicking the Help
icon on the Discover Historian Points dialog box.
3. After the wizard completes the point discovery, it prompts you to start the Data
Collection Interface Service to start collecting the data points in the FactoryTalk
Historian SE server.
Discovery Rule Editor

The Discovery Rule Editor is launched from the Discover New Historian Points dialog
box. Use this dialog box to create your own rules for use during the Auto Discovery
process. The data points (tags) that match the rules you created are added to the
FactoryTalk Historian SE Server. The set of rules that you define are stored in a userdefined rule XML file. The user-defined rule XML file is stored in the same location as
the default set of rule file (named AutoDiscovery and Configuration Rules.xml). When the
Auto Discovery wizard is run, rules from both files are used. However, the rules defined in
the user-defined XML file take precedence over the rules defined in the default XML file.
33
For more information on the Rule Editor, refer to the FactoryTalk Historian SE
Discovery Rule Editor topic in the FactoryTalk Historian SE Help. It can be accessed by
clicking the Help icon on the Edit Discover Rules dialog box.
FactoryTalk Historian Live Data Local Interface

When you create the FactoryTalk Historian SE Server, by default a FactoryTalk Historian
Live Data Interface with the name FTLD1 is available locally on your FactoryTalk
Historian SE server computer, as shown in the following image.
This local interface is configured to start collecting data points from any data servers that
are available to the FactoryTalk Historian SE server.
IMPORTANT! You can use the local interface for data collection; however, we strongly
recommend that you create a remote interface on the computer that has the data
server installed. Buffering, which ensures that loss of data does not occur, can only be
enabled on a remote interface. To learn more about buffering, see Steps to Enable
Buffering.
Verify the Local Interface Configuration

To verify the local interface is configured:
1. Open FactoryTalk Administration Console from Start > Programs > Rockwell
2. Right-click FTLD1, and select Properties. The Data Collection Interface
Properties dialog box displays.
3. On the Data Collection Interface Properties dialog box, in the Service Status
section, verify that the Startup Type is set to Automatic.
4. Click Start to start the Data Collection service and then wait until the message Started
displays. For more information, click the Help icon on the dialog box.
5. Click OK to close the dialog box.
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CHAPTER 8
Use FactoryTalk View TrendX Object

The FactoryTalk View TrendX display object supports FactoryTalk Historian SE Server as
a data source. This chapter explains the configuration required for FactoryTalk View
TrendX to trend the data points (tags) from FactoryTalk Historian SE Server. A trend is a
visual representation or chart, of a real-time or historical data. It provides a way to track
plant activity as it is happening.
To use this feature, make sure the following prerequisites are in place:
FactoryTalk View Site Edition (SE) is installed.
The FactoryTalk View SE Patch Roll Up is installed on all FactoryTalk View Client
computers. This is required if you are using FactoryTalk View SE TrendX to visualize
FactoryTalk Historian SE data. The FactoryTalk View SE Patch Roll Up is available
through the Rockwell Automation Knowledgebase located at http://
www.rockwellautomation.com/knowledgebase/.
Note: Select the FactoryTalk Historian Site Edition Management Installation option and
install on all FactoryTalk View Client and Studio Computers to support using TrendX with
FactoryTalk Historian SE 2.1.
Configure the Trend Properties

To configure the trend properties:
1. Click Start > Programs > Rockwell Software > FactoryTalk View > FactoryTalk
View Site Edition Client to start FactoryTalk View SE.
2. Log on using FactoryTalk Security credentials.
Note: If you are logged on to the FactoryTalk system, you do not need to log on to
FactoryTalk View SE separately. If you are unable to log on to FactoryTalk View SE,
contact your system administrator.
3. From the main menu,

select File > New Application if you are creating a new application.
select File > Open Application, to open an existing application.
4. From the main menu, select File > New Display to create a new display, or select an
existing one from the Explorer window.
5. Select a trend object from Object > Advanced > Trend and drag it onto the display
canvas.
6. Double-click the trend object to open its properties. The Trend Properties dialog box
displays.
7. On the General Tab of the Trend Properties dialog box, select one of the following
options from the Data Server field:
35
Real-time data server: Retrieves data from the snapshot subsystem. This option
is preferred for points that change infrequently like setpoints.
Poll historical data: Retrieves data from the archive files. This option is
preferred for points that change faster than a second.
8. On the Pens tab of the Trend Properties dialog box, select Historian Server from
the Pen Source field.
Note: The fields on the TrendX object tab are explained in detail in the FactoryTalk
View SE Help. Click Help on the TrendX object dialog box for information on those fields.
Add Pen Configuration

The Add Pen Configuration dialog box enables you to add new or existing FactoryTalk
Historian data points (tags) in pen for trending (one pen per tag). To open the dialog box
on the Pen tab of the Trend Properties dialog box, click Add Pen(s).
1. In the Add Pen dialog box, select a FactoryTalk Historian SE Server from the dropdown list. If you have only one FactoryTalk Historian SE server configured, the name
of that server displays. If there is no server selected, the following error message
displays: No FT Historian Server found. Please check to make sure that the FT
Historian Server exists.
2. In the Enter or Select Tag field, enter the name of the data point (tag) you want to
add, or search for a tag by clicking the browse (...) button.
3. Clicking the browse button opens the Tag Search dialog box. Use the Tag Search
dialog box to search all the data points stored in the FactoryTalk Historian server. For
information on how to use the Tag Search dialog box, click the Help button on the
dialog box.
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 box displays Invalid Tag Name. Please re-enter.
If validation succeeds, the name is added to the list box and the edit box is cleared.
5. Click Remove to remove the highlighted tag in the list box. A confirmation dialog box
displays. Click OK to remove the highlighted tag.
6. Click Remove All to remove all the tags in the list. A confirmation dialog box
displays. Click OK to remove all tags.
Support Multiple FactoryTalk Historian SE Servers

The Trend object supports different pens that come from multiple FactoryTalk Historian
SE Servers. For example, Pen 1 tag source could be from FactoryTalk Historian SE Server
A and Pen 2 tag source could be from FactoryTalk Historian SE Server B.
Note: Pen 1 tag cannot have the same name as Pen 2 tag.
36
CHAPTER 9
Configure a Collective
A collective consists of two FactoryTalk Historian SE servers that have the same
configuration database. This provides the same association between the key values in the
FactoryTalk Historian SE tables on all of the servers. This also ensures that the archive
data files have the same structure on all of the servers. You can also create a collective
with only one server.
Collectives Information
When working with collectives, keep the following in mind:
When creating collectives, you must always use fully qualified hostnames, not IP
addresses.
If you make a FactoryTalk Historian SE server(s) a member of a collective, you must

restart the server(s) after creating the collective. If you do not restart the server(s),
FactoryTalk Administration Console will not recognize any of the third-party tag
licenses you may have on your server(s).
The FactoryTalk Historian SE servers must be members of the same network domain
in a collective.
Activate the FactoryTalk Historian SE servers individually before you make them part
of a collective. You cannot activate a collective individually. To activate a FactoryTalk
Historian SE server, see Steps to Get Activation from FactoryTalk Activation Server
To create a collective on computers that have Windows Firewall turned on, you must
manually open Port 445 between the two computers. To open the port, follow these
steps:
a. Go to Start > Settings > Control Panel.
b. In the Control Panel window, click Windows Firewall.
c. In the Windows Firewall dialog box, click the Exceptions tab.
d. On the Exceptions tab, select the File and Printer Sharing checkbox (Programs
and Services list), and then click Edit.
e. In the Edit a Service dialog box, select the checkbox next to TCP 445, and then
click OK.
f.
Click OK to close the Windows Firewall dialog box.
Prerequisite: Install and activate all FactoryTalk Historian SE servers before you make
them part of a collective. If you are installing FactoryTalk Historian SE 2.1 for the first
time, see Steps to Install FactoryTalk Historian SE 2.1 for more information. If you are
an existing customer, see Steps to Upgrade to FactoryTalk Historian SE v2.1.
37
Create a Collective
1. Click Start > Programs > Rockwell Software > FactoryTalk Historian SE >
FactoryTalk Historian SE System to open the Collective Manager.
2. From the main menu, select File > Create New Collective. This launches the Create
New Collective wizard.
3. On the Create New Collective dialog box, select both I have verified my backups
are valid and I have verified my interface servers configuration options and then
click Next.
4. On the Existing or New Primary dialog box, select one of the following:
A new installed server if you are creating a new collective
An existing server that contains historic data if you are adding an existing FactoryTalk
Historian SE server to a collective
Click Next
5. On the Select Primary and Collective name dialog box, in the Collective Primary
field, enter the name of the server you want to make the primary server. If you do not
know the name of the server, click the browse button (...) to select a server from the
list. In the Collective name field, enter the name of the collective.
6. On the Select Secondary Servers dialog box, click the browse button to select the
secondary servers you want to add, and then click Add. Click Next.
7. On the Select Archives dialog box, you will see the list of archives on your primary
server. From the list, select the archives you want copied to your secondary server. We
recommend you back up all your primary server archives onto your secondary server.
Click Next.
8. On the Select Backup Location dialog box, click the browse button to browse to the
location where you want your primary servers content to be backed up. Verify that the
Space Available field is showing more space than the Required Space field.
9. On the Verify Selections dialog box, verify the name of the collectives, primary
server, and secondary server(s). Click Next. The Conversion progress dialog box
appears. It displays the steps running in the background to create the collective.
38
10. On the Server ID Mismatch dialog, select Accept the new ID, and then click OK as
shown in the following image.
11. On the last screen, click Finish. The Collective Manager window displays the name
of the collective.
For more information on collectives, refer to the Collective Manager Help. On the
Collective Manager window, select Help > Contents. FactoryTalk Historian SE High
Availability and Replication also contains information about collectives.
39
9 Configure a Collective
40
CHAPTER 10
Configure Redundant FactoryTalk Live Data Interfaces

In FactoryTalk Historian SE you can configure two FactoryTalk Live Data Interfaces to
work together as redundant interfaces. Having redundant interfaces increases the
reliability of data collection because if one interface fails, the other interface can keep
collecting data. This chapter describes how to set up redundant FactoryTalk Live Data
interfaces. You can set up phase 2 failover with either a single FactoryTalk Historian SE
server or a collective.
Prerequisites
A FactoryTalk Historian SE system with interface redundancy requires the following:
A FactoryTalk Historian SE server or a collective. To install and configure a

server, see Steps to Install FactoryTalk Historian SE 2.1. To configure a
collective, see Configure a Collective.
A primary and a secondary interface (an interface already exists, but is not yet
configured for failover mode). These systems typically also serve as primary and
secondary data servers.
Note: When you configure a FactoryTalk Historian SE Server, a FactoryTalk Historian Live
Data Interface with the name FTLD1 is created. Before you create a new interface, you
must delete the FTLD1 interface. To read about the FTLD1 interface, see FactoryTalk
Historian Live Data Local Interface.
A location to store the shared file that will be used for failover communication
between the primary and backup interfaces. That is, data will be written to and
retrieved from this shared file. We strongly recommend that you put this file on a
dedicated file server (for example, the FactoryTalk Directory server) that has no
other role in data collection.
Configure Phase 2 Failover

The following steps describe how to configure phase 2 failover with a single FactoryTalk
Historian SE server or a collective.
Configure Buffering on the Primary and Secondary Interfaces

To configure buffering on the primary and secondary interfaces, do the following:
1. Start the FactoryTalk Interface Configuration Utility from Start > Programs >
Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility.
2. From the Interface Configuration Utility menu bar, select Interface > SDK
Connections...
41
3. In the FactoryTalk Historian Connection Manager, add either a collective or a

single FactoryTalk Historian Server.
4. Click Save to save the newly added collective server. Click Close.
5. From the Interface Configuration Utility menu bar, select Tools > Options.
6. In the Options dialog window, click the radio button next to Load interfaces from a
selected list of PI servers.
7. Check the box next to the newly loaded interface (below the Load interfaces from a
selected list of PI servers), and then click OK.
8. From the Interface Configuration Utility menu bar, select Tools > Buffering.
42
9. In the Buffering dialog window, click the radio button next to Enable buffering with
PI Buffer Subsystem. Click Yes on the confirmation message that displays. Wait until
the status box displays Current Configuration: Good.
10. From the left pane, click Buffered Servers, and then select the name of the
FactoryTalk Historian SE from the Buffering to collective/servers drop-down list
(right pane).
11. Click Apply to save the changes.

12. When prompted to restart the Buffer subsystem, click Yes.
13. Repeat the above steps on the secondary interface computer.
Create a Shared File Folder

To store the shared file that is used to synchronize failover operations, create a shared
folder on a computer that is not involved in data collection. For example, you can create
the folder on the FactoryTalk Directory server computer. After creating the folder, assign
permissions to it so that both the primary and the secondary interface computers have read
and write access to it. To assign permission, do the following:
1. Right-click the folder, and select Properties from the drop-down.
2. On the Properties dialog box, click the Sharing tab.
3. On the Sharing tab, click Share this folder.
4. Click Permissions to open the Permissions dialog box.
5. In the Group or user names list box, you will see Everyone listed. Select it, and then
click the Full Control, Change, Read checkboxes in the Allow column. You must
also add a windows domain user if your computers are part of a windows domain. To
do that click Add, and the Select Users, Computers, or Groups dialog box is
43
10 Configure Redundant FactoryTalk Live Data Interfaces
displayed. In the Enter the object names to select textbox, enter the name of the
windows domain user, and then click OK to return to the Permissions dialog box.
6. On the Permissions dialog box, select the windows domain user you added, and then
click the Full Control, Change, Read checkboxes in the Allow column to give
permissions to the domain user.
7. Click Apply to save the changes, and then click OK to close the dialog box.
Configure the Primary Interface

To configure the primary interface, do the following:
1. In the General section of the Interface Configuration Utility window, set the
Interface ID to 1 as shown in the following image.
2. In the PI Host Information section of the Interface Configuration Utility window,
use the drop-down menus to the right of the SDK Member and API Hostname fields
to point to the primary FactoryTalk Historian server, as shown in the following image.
3. Select Failover from the left panel of the Interface Configuration Utility window to
expose the UniInt Failover options, as shown in the following image. Click the radio
button next to Phase 2. This will enable UniInt failover. In the same window, click the
browse button next to the Synchronization File Path and type the following path:
\\apcndaebiz03\ShareFile\FTLDInt_FTLD_1.dat. Note that apcndaebiz03 is the
share file node.
44
4. In the same UniInt Failover section of the window, select Hot from the drop-down
box next to UFO Type. In the Failover ID# for this interface field, enter 1, and in
the Failover ID# of the other interface field, enter 2. Click Apply.
5. Select Service from the left panel of the Interface Configuration Utility window to
expose the Service Configuration options, as shown in the following image. In the
Service ID field, enter 1 to create service for your primary interface, FTLDInt1.
45
Configure the Secondary Interface

To configure the secondary interface, do the following:
1. In the General section of the Interface Configuration Utility window, set the
Interface ID to 1 as shown in the following image.
2. In the PI Host Information section of the Interface Configuration Utility window,
use the drop-down menus to the right of the SDK Member and API Hostname fields
to point to the Secondary FactoryTalk Historian server, as shown in the following
image.
3. Select Failover from the left panel of the Interface Configuration Utility window to
expose the UniInt Failover options, as shown in the following image. Click the radio
button next to Phase 2. This will enable UniInt failover. In the same window, click the
browse button next to the Synchronization File Path and type the following path:
\\apcndaebiz03\ShareFile\FTLDInt_FTLD_1.dat. Note that apcndaebiz03 is the
share file node.
46
4. In the same UniInt Failover section of the window, select Hot from the drop-down
box next to UFO Type. In the Failover ID# for this interface field, enter 2, and in
the Failover ID# of the other interface field, enter 1. Click Apply.
5. Select Service from the left panel of the Interface Configuration Utility window to
expose the Service Configuration options, as shown in the following image. In the
Service ID field, enter 2 to create service for your Secondary Interface,
FTLDInt2.
47
Modify FTLD Services Properties

To modify FTLD services properties on failover interfaces, do the following:
1. From your computers menu bar, select Start > Settings > Control Panel >
Administration Tools > Services. In the Services window, scroll to locate the name
PI-FTLDInt1. Select and then right-click on it. Select Properties from the dropdown menu.
2. The PI-FTLDInt1 Properties dialog box is displayed, as shown in the following

image.
3. On the PI-FTLDInt1 Properties dialog box, click the Log On tab.
4. In the Log On window, click the This account radio button, and in the textbox next to
the radio button, enter the name of a user with read and write access to the shared file
folder on the FactoryTalk Directory server computer.
Note: Ensure that the assigned user name for This account is a user who has both read
and write access to the shared folder.
48
Configure Failover Points (Tags)

To configure failover points, do the following:
1. Launch the Interface Configuration Utility window and select the primary interface
from the Interface drop-down menu. Select Failover from the left panel of the
Interface Configuration Utility window to expose the UniInt Failover options.
2. In the UniInt Failover section of the window, check the box next to Enable UniInt
Failover Synchronization File Path and click the radio button next to Phase2.
3. In the Tag column shown below, select a tag and then right-click on it. From the dropdown menu, select Create UFO_State Digital Set on Server...
4. The UFO_State Digital Set on Server... is now created, as shown in the following
Successfully Created message window.
49
5. In the Tag column shown in the following image, select a tag and then right-click on
it. From the drop-down menu, select Create Points (UFO Phase 2).
6. In the Status column shown in the following image, the tag status has changed from
Not Created to Created.
7. Start the failover interfaces and then launch the System Management Tools (SMT)
application to check failover point value, as shown in the following image.
50
For additional information on testing and validating, refer to Test, Validate and Configure
Tags.
Test, Validate and Configure Tags

The following steps test and validate tags.
1. Open System Management Tools, and select Current Values (left pane).
2. Click Tag Search (marked in red in the above figure) to search for tags matching the
tag mask *UFO*.
51
3. Once the search retrieves all the tags, click Select All, and then click OK to add the
tags to the Current Values view.
4. Click Play on the tool bar to start monitoring the tag values. Tag values should report
Pt Created until the primary interface is started for the first time.
52
5. Start the FactoryTalk Live Data Interface service on the primary interface computer by
clicking Play on the Interface Configuration Utilitys main window. Verify that the
failover control tags report values, as shown in the following image.
6. Start the FactoryTalk Live Data Interface service on the secondary interface computer
by clicking Play on the Interface Configuration Utilitys main window. Verify that the
failover control tags report values, as shown in the following image.
7. Create the desired FactoryTalk 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.
Monitor Failover Operations

The following five tags are configured to monitor failover operations: Active ID,
Heartbeat:1, Heartbeat:2, Device Status:1 and Device Status:2. You can also configure two
state tags for monitoring the status of the interfaces. If the interface does not find any of
the five failover control tags, it will log an error message and shut down.
53
ActiveID: This value is monitored by the interfaces to determine which interface is

currently sending data to the FactoryTalk Historian server. The value can be changed
manually to initiate a manual failover.
Heartbeat ID: This value indicates that the interface is functioning. This point is
updated once every failover update interval. If the interface is connected to the
FactoryTalk Historian server, the value of the heartbeat point will be incremented by
UniInt from 1 15 and then wraps around to a value of 1 again. If the connection to
the FactoryTalk Historian server is lost, the value of the heartbeat point will be
incremented from 17 31 and then wrap around to a value of 17 again. Once the
connection to the FactoryTalk Historian server is restored, the heartbeat values revert
back to the 1 15 range. During a normal shutdown process, the heartbeat value will
be set to zero.
54
Heartbeat:1: This value is updated periodically by the primary interface. The

secondary interface monitors this value to determine if the primary interface
has become unresponsive.
Heartbeat:2: This value is updated periodically by the secondary interface.

The primary interface monitors this value to determine if the secondary
interface has become unresponsive.
Device Status: This value identifies the data collection ability of an interface. A good
value is represented by zero. Any value other than zero indicates the interface is not
fully communicating and collecting data from the data source. If the primary interface
writes a bad value for its device status to the shared file and the backup has a good
device status, the backup interface will attempt to assume the role as primary as soon
as it reads the bad device status value of the primary interface from the shared file.
Devicestat:1: This value is updated by the primary interface.
Devicestat:2: This value is updated by the secondary interface.
UFO_State:1 and UFO_State:2: These tags are digital tags assigned to a digital state
set with the following values. The value of a state tag is updated by the primary
interface.
0 =Off: The interface has been shut down.
1 =Backup No Data Source: The interface is running but cannot communicate

with the data source.
2 =Backup No PI: The interface is running and connected to the data source
but has lost its communication to the FactoryTalk Historian server.
3 =Backup: The interface is running and collecting data normally and is ready
to take over as primary if the primary interface shuts down or experiences
problems.
4 =Transition: The interface stays in this state for only a short period of time.
The transition period prevents thrashing when more than one interface
attempts to assume the role of primary interface.
5 =Primary: The interface is running, collecting data, and sending the data to
Historian.
To configure monitoring tags:

1. Open System Management Tools from Start > Programs > Rockwell Software >
2. In the System Management Plug-Ins pane, select Points (left pane), and then select
the Digital States sub-folder.
3. Click the import sets and states from a file button on the toolbar (right pane). The
Import Digital Set(s) dialog box is displayed.
4. On the Import Digital Set(s) dialog box, click the button to browse to the
UniInt_Failover_DigitalSet_UFO_State.csv file. The file is usually located in the
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\Interfaces\OPCInt folder. In a collective, this file is imported
to the primary FactoryTalk Historian server and then synchronized with the secondary
server.
5. Once the file is imported, click Create Sets to create the sets, and then click Close to
close the Import Digital Set(s) dialog box. If the Digital Sets were imported correctly,
you will see the following in the right pane of the System Management Tools.
55
6. Open the excel file that contains the failover control tags. Using the Export Tags
option in the PI-SMT menu (PI-SMT > Export Tags) in Microsoft Excel, export the
tags to the collective.
7. When finished, verify that all seven tags were exported successfully.
Related Documentation
The following documents provide additional information on interface redundancy:
Introduction to FactoryTalk Historian SE System Management Guide

FactoryTalk Historian SE High Availability Advanced User's Guide
FactoryTalk Historian SE High Availability and Replication Guide
These documents are available from Start > Programs > Rockwell Software > FactoryTalk
Historian SE > Help.
56
CHAPTER 11
Troubleshoot FactoryTalk Historian SE

Verify FactoryTalk Historian SE Server Setup
Does your PC meet the minimum hardware and software requirements? See Select
Your Platform for these requirements.
Is the software installed correctly? See Steps to Install FactoryTalk Historian SE 2.1
for more information. Restart your computer after installing the software.
Do you have a valid activation file? See Secure FactoryTalk Historian SE for more
information.
Verify FactoryTalk Historian SE Administration Privileges

To successfully log on to a FactoryTalk Historian SE, you must belong to a FactoryTalk
Historian User Group. When you install FactoryTalk Historian SE, it automatically creates
four User Groups. The four groups are FTHAdministrators, FTHEngineers,
FTHSupervisors, and FTHOperators. To read more on the groups, see Secure
FactoryTalk Historian SE.
To verify that these four User Groups were created:
1. Click Start > Programs > Rockwell Software > FactoryTalk Administration
Console.
3. In the Project Explorer window, go to the Users and Groups folder. Verify that you
see the four User Groups, as shown in the following figure.
57
If you do not see the four user groups, do the following on the FactoryTalk Directory
server computer:
1. Log on to Windows as the local Administrator
2. Log on to FactoryTalk as a member of the FactoryTalk Administrators User Group.
3. Launch the FactoryTalk Administration Console, and create a computer account for
each FactoryTalk Historian SE host.
4. On the FactoryTalk Historian SE Install disk, look for the FTD Updates for FTH
Schemas folder. It is typically located in the Redist\FTHistorian\FTD Updates folder.
5. Open a command prompt window from Start > Programs > Accessories >
Command Prompt. Change the directory to Z:\FTHistorian SE
2.0x\Redist\FTHistorian\FTD Updates for FTH Schemas (where Z is the letter of
the CD or DVD drive that is running the FactoryTalk Historian SE Installation disc).
6. Execute the file FTDUpdates.Bat. This batch file is dependent on the other four files
(FTHistorianFolders.xml, FTHistorianInstallSetup.exe, FTHistorianSchema.xml, and
FTHistorianStrings.xml) located in the FTD Updates for FTH Schemas folder.
7. Return to the FactoryTalk Administration Console and verify that the user groups have
been created.
Verify the Windows Administrators Privileges

To verify that the Windows Administrators group is part of the FTHAdministrators group:
1. Double-click the FTHAdministrators group. The FTHAdministrators Properties
dialog box displays.
2. In the Members field, verify that the Windows Administrators group displays, as
shown in the following figure.
Note: If you do not see the group, you must add it by clicking Add on the dialog box.
58
Verify the FactoryTalk Historian SE Server is Running

To verify that the server is running:
1. Click Start > Programs > Rockwell Software > FactoryTalk Historian SE >
System Management Tools. The System Management Tools window displays.
2. In the System Management Tools window, from the File menu, select Connections.
3. In the PI Connection Manager dialog box, look for the name of the computer on
which you installed the FactoryTalk Historian SE server.
4. Select the FactoryTalk Historian SE server name, and verify the connection status
from the status bar, as shown in the following figure.
Resolve Error Messages

Use this section to resolve error messages.
Error: System is a PINs Node

Message: FactoryTalk Historian SE Server setup has determined that this is a PINS node.
The FactoryTalk Server installation can not continue. Please completely uninstall the PI
SDK and rerun setup.
Cause: This error occurs if you install FactoryTalk Historian SE Server on a computer that
already has FactoryTalk Historian SE Clients (ProcessBook, DataLink) or components
(System Management Tools) installed.
Resolution: Uninstall the PI Software Development Kit (PI-SDK) using the Add/Remove
Programs Utility.
Error: Server Not Found

Message: The requested server <FTHSE-SRV> was not found in the known servers table.
Cause: This error occurs when you try to create a new Data Collection Interface from a
computer that has FactoryTalk Historian SE Live Data Interface installed. Your client
computer could not locate FactoryTalk Historian SE Server.
Resolution: Manually create a connection to the FactoryTalk Historian SE Server
computer. To do this:
1. On your client computer, go to Start > Programs > Rockwell Software > System
Management Tools.
2. From the File menu in the System Management Tools window, select Connections.
3. In the PI Connection Manager window, locate the FactoryTalk Historian SE Server
to which you want to connect. If you do not see the name of the FactoryTalk Historian
SE Server, from the menu, select Server > Add Server to launch the Add Server
dialog box, and add the name of the computer in the Network Node field.
4. Clear the Confirm checkbox, and then click OK to close the dialog box.
59
11 Troubleshoot FactoryTalk Historian SE
Error: Failure to Retrieve Interface Information

Message: Failure to get/update interface information because the PI MDB content was
bad.
Cause: This error occurs if, during an upgrade, you manually uninstall the earlier version
of FactoryTalk Historian SE server using the Add/Remove Programs utility in Windows
Control Panel.
Resolution: Delete the FTLD1 interface and create it again. To do this:
1. Start FactoryTalk Administration Console from Start > Programs > Rockwell
3. In the FactoryTalk Administration Console Explorer window, right-click the
FTLD1 interface and select Delete.
4. Right-click the FactoryTalk Historian SE server and select New Data Collection
Interface to create a new interface.
Note: During upgrades, use the install DVD to install the latest version of FactoryTalk
Historian SE server. The setup process will uninstall the older version; you should not
manually uninstall it using the Add/Remove Programs utility.
60
INDEX
A
ActiveView
installing 27
uninstalling 28
Auto Discovery Wizard 33
uninstalling 20
upgrade instructions 23
FactoryTalk View TrendX display object 35
FTHAdministrators 29
FTHEngineers 29
FTHOperators 29
FTHSupervisors 29
buffering, enabling 17
I
C
Collective 37
Collectives Information 37
Create a Collective 38
Customer Support Center 2
Install FactoryTalk Historian Site Edition Management

Components 20
installation, planning 3
Interface redundancy 41
M
D
message parameters, FactoryTalk Diagnostics 31
data points, adding 16

diagnostic messages, viewing 31
Discovery Rule Editor 33
operating systems supported 3

optional PI components, installing 28
overview, FactoryTalk Historian SE 1
error messages 59
R
F
FactoryTalk Activation Client 10, 22
FactoryTalk Activation Server 9, 22
FactoryTalk Activation tool 12
FactoryTalk Diagnostics 31
FactoryTalk Diagnostics Viewer tool 31
FactoryTalk Historian ActiveView
installing 27
uninstalling 28
FactoryTalk Historian DataLink
installing 25
uninstalling 28
FactoryTalk Historian DataLink Client 20
FactoryTalk Historian ProcessBook
installing 26
uninstalling 28
upgrading 23
FactoryTalk Historian SE
installing 7
overview 1
troubleshooting 57
RSLinx Enterprise 9, 22
S
shared file 41
software components, where to install 4
Steps to Configure the FactoryTalk Historian SE Server
14
Steps to Install and Configure FactoryTalk Historian
Live Data Remote Interface 15
Steps to Install RSLinx Enterprise (Data Server) 14
Steps to Upgrade FactoryTalk Historian ActiveView,
upgrading 23
Steps to Upgrade to FactoryTalk Historian SE v2.1
upgrade instructions 20
T
To 23
troubleshooting 57
U
upgrading FactoryTalk Historian SE 20
61
Use Additional FactoryTalk Historian SE Features 33
62

FTHistorian SE Installation and Configuration Guide

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HistorianSE

INSTALLATION AND CONFIGURATION GUIDE

Contact Rockwell Automation

2 Plan Your System............................................................................................. 3

3 Install FactoryTalk Historian SE ..................................................................... 7

FactoryTalk Historian SE installation and Configuration Guide

Steps to Install FactoryTalk Historian DataLink Client.......................................................

4 Install FactoryTalk Historian DataLink, ProcessBook, and ActiveView.... 25

5 Secure FactoryTalk Historian SE.................................................................. 29

6 Record Messages Using FactoryTalk Diagnostics ..................................... 31

7 Use Additional FactoryTalk Historian SE Features..................................... 33

8 Use FactoryTalk View TrendX Object........................................................... 35

9 Configure a Collective ................................................................................... 37

10 Configure Redundant FactoryTalk Live Data Interfaces ............................ 41

11 Troubleshoot FactoryTalk Historian SE....................................................... 57

FactoryTalk Historian SE installation and Configuration Guide

FactoryTalk Directory: FactoryTalk Historian SE uses FactoryTalk Directory to look

FactoryTalk Security: By integrating FactoryTalk Historian SE with FactoryTalk

FactoryTalk Activation: FactoryTalk Historian SE is activated by Rockwell

FactoryTalk Diagnostics: Because of FactoryTalk Historian SE's close integration

FactoryTalk Audit: All FactoryTalk Historian SE Server auditing messages are

Other Information Sources

FactoryTalk Historian SE installation and Configuration Guide

Plan Your System

Select Your Platform

FactoryTalk Historian SE Installation and Configuration Guide

FactoryTalk Directory Machine

Configure Your Environment

FactoryTalk Services Platform (includes FactoryTalk Directory)

FactoryTalk Historian SE (includes options to install FactoryTalk Historian SE Server

FactoryTalk Activation Server

FactoryTalk Activation Client

Other Components (FactoryTalk Historian DataLink, and FactoryTalk Historian Site

IMPORTANT! If you ordered FactoryTalk Historian ProcessBook, FactoryTalk Historian

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

FactoryTalk Activation Server on a dedicated server computer.

FactoryTalk Historian SE on a server computer.

(Optional) FactoryTalk View Studio on the engineering workstation computer.

2 Plan Your System

FactoryTalk Historian SE Installation and Configuration Guide

(Optional) FactoryTalk Historian ProcessBook and FactoryTalk Historian ActiveView

(Optional) FactoryTalk Historian DataLink (Excel Add-In) on a separate computer.

FactoryTalk Administration Console.

FactoryTalk View Site Edition (SE) Server.

Install FactoryTalk Historian SE

Open Installation Instructions

Install FactoryTalk Services Platform

Steps to Install FactoryTalk Historian SE 2.1 for detailed FactoryTalk Historian SE

Steps to Upgrade to FactoryTalk Historian SE v2.1 for detailed FactoryTalk

FactoryTalk Services Platform is an underlying architecture and set of common services

FactoryTalk Historian SE Installation and Configuration Guide

Specify FactoryTalk Directory Server Location

Install FactoryTalk Historian Site Edition

FactoryTalk Historian Site Edition Server Install

FactoryTalk Historian Site Edition Live Data Interface Install

Select Components and Tools

Install Other Components

FactoryTalk Historian DataLink

FactoryTalk Historian Site Edition Management

Install RSLinx Enterprise

Install FactoryTalk Activation Server

3 Install FactoryTalk Historian SE