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1. e S3e L AJIPO W Derne oT AAS s1o e nsturupy UvIIO ISTH o S8e IAOW 10909 nsturupy ULIIOJSTH dnyoeg 210Ss9Y nsturupy ULIIOJSTH e 9ATYOIV dnyoeg nsturupy UeLI0 STH Ayimoas ATIY AJIPOWN 76 PAWIS JUAN UEUOISIH Ao1J01q Ana UEUOISIH sunuowo du EP s10 e nsturupy ULTIOISTE XI Jonuog UOISSIN AdS e 10 09 10J doismupIe sIoje nsturupy UvLI0 STH MAS e 9ATYIIY 929I MAS e HIDDV poxg e poypnyuy eyed IWIM ereq proy s1ojenstuupy Duo o 10109 0J ISMOIJ PAWIS JUAN UEUOISIH Ao1J01q AWINIIS Uero s1H sunuowo du 79 sIoje nsturupy UvLI0 sTH AAS uJ PPY IER 107 Amoos a1ppdn AAS e uI ppy poxg e eyed AJIPOW SOEN uondouuoj UIs0 T SJOOL UOUBIJIN o oes PAWIS JUAN UEUOISIH Ao1J01q Security Setup Example The following example takes you through the process of establishing your security needs and defining and setting up the levels of security Example This example demonstrates how to implement security with Historian starting with the default open security system 1 Establish your user needs For this example assume the following user needs in a plant of 14 users Added to Security Group Power user Needs total access to iH Security Admins security o Read Write Data no messages o iH UnAudited Writers o iH Tag Admins o Create modify and delete tags o Backup restor
2. or 2008 Server system install Microsoft Internet Information Server IIS and install Internet Explorer 6 or 7 on web based clients Refer to Installing Historian Software Chapter 3 At the server node power off the computer plug the Hardware Key into the parallel port or USB port and restart Refer to Chapter 2 IMPORTANT For USB keys skip step 5 and proceed to install the Historian product software After installing the Historian software then you can plug in the key At the server node insert the Historian DVD and select Historian Install Respond to prompts selecting Historian Server for installation If you want other items installed on the Server select them at the same time as the Historian Server NOTE If you forget to add a component and re run the install do not unselect previously installed components as they will be uninstalled Install collectors where needed e iFTX Select the Historian iFIX Collector to collect data and or the 1FIX AE Collector to collect alarms and events When prompted type in the name of the Historian server as the destination for archived data e FIX Select the Historian iFIX Collector to collect data When prompted type in the name of the Historian server as the destination for archived data H CIMPLICITY HMI Select the CIMPLICITY HMI collector to collect data To collect alarms amp events select the OPC AE Collector and when prompted select the CIMPLICITY OPC AE
3. 820 8208 86 21 3217 4826 India Indonesia and Pakistan Technical Support e mail support cn ip ge com China support jp ip ge com Japan support in ip ge com other Asian locales Customer Care e mail customercare apo ip ge com customercare cn ip ge com China 122 Index A Administrator functions performed 12 CG calculation modes AN os ung ba esteril ei ata kana 115 NEIE geesde sesa SE 115 COUN eksiste ae 115 Maximum 115 Maximum Tume ssesesseeeeseeeeeseeee 115 Minimum eee eceeseeeeeeeeeeeeeees 115 MinimumTime ssssseseeeseeseeseeseeee 115 RawAverage neseser 115 RawStandardDeviation 115 Kaw Total degen gies d se seed 115 StandardDeviation eeeeeroee 115 TimeGood eceeceeseeeeeeteeeteeeees 115 Ke CN 115 calculation modes urrrreeroornen 115 D data collectors OVervieW veeroovron 11 domain security backup domain controller 97 changing from local to domain 97 primary domain controller 97 querying group membership 97 working With sesers 97 domain security eesse 97 E environment setting UP s es 20 Excel add in described chs Satin ate iya 13 installing hene ernia 59 Excel add in uerge hinini 59 F File Collector described 12 formatting time and date 00100 34 123 Proficy Historian Getting Started H Historian administrator starting non
4. Control Panel Click Programs and Features and then click Turn Windows features on or off The Windows Features dialog box appears Click Roles click Add Roles and then click Next In the Roles list click Internet Information Services and then click Next Select Web Server IIS click Next The Add features required for Web Server IIS dialog box appears Click Add required features and click Next In the Web Server IIS pane scroll to the Role Services section and then click Add Role Services On the Select Role Services page of the Add Role Services Wizard select ASP check box If the Add role services required by ASP dialog box appear click Add Required Role Services On the Select Role Services page click Next and then click Install Click Close If you need additional assistance in installing IIS refer to www microsoft com 39 Proficy Historian Getting Started IMPORTANT In order for the Historian Web Administrator to run on a Vista and Windows Server 2008 you must enable parent paths To enable parent paths in Windows Server 2008 refer to the To enable parent paths section Configuring IIS to Run 32 bit Applications on 64 bit Windows IIS 6 0 When you are using Historian 4 0 on Windows on Windows WoW 64 bit operating system you must enable IIS 6 0 to run Historian Web Administrator 40 Installing Internet Information Server IIS To configure IIS to run 32 bit applications on 64 bit Wi
5. Creating modifying and deleting archives Historian uses the operating system security groups to create a security structure You enable security for a particular set of functions by adding specific Historian Security Groups to your groups You can also add security groups to your domain controller Refer to Security Tab section in the Historian Administrator Manual for information on selecting local or domain security groups By defining one or all of the groups you begin to set up a security structure Refer to the Historian Security Groups section for more information on the Historian Security Groups available Creating and Implementing a Security Strategy When you begin to implement security you should first define a clear strategy Consider the following when beginning to set up your security strategy e If you disabled the Guest account a user must provide a valid username and 71 Proficy Historian Getting Started password even if no groups are created e Protection is only provided for the functional areas for which you have built the associated Historian Security Groups e If you only choose to define some of the security groups all users still have all access to any uncreated groups All users are still assumed to be a member of a group unless that group has been created with the exception of iH Audited Writers group You must add the iH Audited Writers group to the Windows security groups so that a user can become a me
6. How do I upgrade Historian 3 0 or 3 1 which uses SQL Server 2000 database Do I need to install SQL Server Express 2008 and then migrate MSDE data into SQL Server Express 2008 How do I upgrade Historian 3 0 or later which contains server collectors and client tools Installing Historian Software then install Historian 4 0 NOTE Historian 4 0 does not support Microsoft Excel 2000 If you are using a SQL Server 2000 database then you must e Stop the Historian Services including the Alarm Archiver service Upgrade to SQL Server 2005 or higher before upgrading Historian Upgrade to Historian 4 0 During the Install process provide the valid connection information to the SQL Server 2005 or SQL Server 2008 NOTE Historian 4 0 does not support SQL Server 2000 Historian 4 0 Installer will install SQL Server Express 2008 and migrate the MSDE data into SQL Server Express 2008 automatically You must use Historian 4 0 full installer only Proficy Historian Getting Started 64 using components installer for example collectors only or client tools only or excel add in only installers How do I upgrade Historian 3 0 or later Collectors using Historian 4 0 Collectors only install Does Historian 4 0 supports Proficy Historian Server in native 64 bit Does Historian 4 0 supports Historian Collectors Client tools APIs Non Web Administrator and Web Administrator in native 64 bit You mu
7. Tools double click the Services icon The Services dialog box opens 2 Double click Historian Data Archiver A Service dialog box appears 89 Proficy Historian Getting Started 3 4 In the Log On As panel click This Account and select a domain user account Click OK Add the Act as Part of Operating System Right to the Domain Account 1 In Administrative Tools double click the Domain Security Policy icon The Default Domain Security Settings dialog box opens Select User Rights Assessment from Local Policies in the Security Settings tree Double click the Act as a part of the operating system policy The Act as a part of the operation system dialog appears Select Define these policy settings check box and click Add User or Group button The Add Users and Groups dialog box appears Select your domain username Click the Add button and then click OK In Services restart Historian DataArchiver You should now be able to log on to Historian Administrator using Domain Security If you attempt to log on the Historian Data Archiver as a Local System Account you may be denied access because the System Account in Windows 2008 is not privileged to access the Windows 2003 Domain Administrator A valid domain user account however is privileged to access the Windows 2003 Domain Administrator if it is has also been granted the Act as a Part of the Operating System right 90 Implementing Historian Security Config
8. Web ed uae alain 55 Historian software data collectors 2 eee eeeeeeeseeeeeeee 56 Installing eee eeseceeeseeeneeeeeees 47 installing toolkits ween 64 non web based administrators 54 Historian software s sseseseeeeeseeeeeee 54 l IS installing on Window 2000 41 required for eeeeeeseeseeeeeeeeeees 41 EE 41 installing data collectors oe eee eeeeeeeseeeeeeee 56 Excel add in 0 ceeeeeeseeseeeseeeeeees 59 software development kit 64 installing Historian hardware requirements 0 000 21 memory requirements e 29 regional settings esec 33 setting up environment 20 software requirements s s 29 124 time and date formatting installing Historian installing serene internet information server IIS installing OVEIVIEW ENEE Windows 2000 server 0000008 Windows 2000 workstation internet information server IIS installing 0 eee eeseeeeeseeeseeeeeeees interoperability rrrerrerrrerrerrerroenne K key hardware vanse yan ten tenisyes is seco installation procedure installing hardware key migration tools described O overview administrator eee eeeseceeeceeteeeeeee data Collectors vrvrrrerronrroesnanoe Excel add in ccccccccsesssesseeevevee File Collector eeceesescseeeeeeee 12 Historian security seses 78 SO
9. an iFIX chart Overview of Filtered Data Query Parameters Use of filter parameters with a data query is optional The following table describes each of the filtering parameters you can use TIP To enable filtering specify a Filter Tag All other parameters are ignored if the Filter Tag is not set Filter Parameters for Data Queries Parameter Description Filter Tag The single tag name used when applying the filter criteria Entering a tag for this parameter indicates that you want to perform a filtered data query The other filter fields are disregarded unless you specify a filter tag 107 Proficy Historian Getting Started Filter Mode Filter Comparison Mode 108 The type of time filter ExactTime Retrieves data for the exact times that the filter condition is True only True BeforeTime Retrieves data from the time of the last False filter condition up until the time of the True condition False until True AfterTime Retrieves data from the time of the True filter condition up until the time of next False condition True until False BeforeAndAfterTime Retrieves data from the time of the last False filter condition up until the time of next False condition While True The Filter Mode defines how time periods before and after transitions in the filter condition should be handled For example AfterTime indicates that the filter condition should be True starting at the timestamp of the a
10. and archiver is reestablished the chart then shows the correct data for the period in which the collector was not available Optionally you can use a heartbeat to determine when the iFIX Data Collector stops sending data and restart the collector For more information refer to the Example Restarting the iFIX Collector Using a Heartbeat section in chapter 6 of the Historian Data Collectors guide 119 Proficy Historian Getting Started Browsing iFIX Tags On Networked iFIX Nodes It is recommended that you install an iFIX Collector on each node you want to collect data from You can choose however to use the iFIX networking structure to bring tags into your iFIX Collector from multiple iFIX nodes or systems To select multiple nodes to browse from modify the Nodes to Browse field in the Configuration Tab of the Collector Maintenance screen This field displays the mask used to select tags when performing a browse of the collector node The default is the iFIX SCADA or VIEW iClient node name that you installed the collector on If you want to browse for tags on other iFIX nodes via FIX networking you can enter the other node name s here separated by commas with no spaces You must have the iFIX system configured for networking For more information refer to the iFIX Electronic Books on FIX networking Contact GE Intelligent Platforms If you purchased this product through an Authorized Channel Partner please contact the seller d
11. box appears asking you to confirm the install Click Run to proceed The install program starts and the Welcome screen appears Click Next to proceed The License Agreement screen appears Click Yes to continue The Select Features screen appears Select the component you want to install and then click Next The Choose the Program Folder screen Appears Accept the default destination folder or browse for a new location and then click Next The Historian Server Name screen appears NOTE On a 64 bit Windows Operating System the default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory 55 Proficy Historian Getting Started 8 Enter the Historian Server name to be used and then click Next The Configuration Review screen appears 9 Click Next 10 Select Yes I want to restart my computer now and then click Finish to complete the installation NOTE When the HDA Server option is selected then the Historian install wizard will install Microsoft NET Framework 3 5 and OPC Core Components 3 00 redistributable during the installation process Installing Historian SDK If you need to create customized programming for the Historian Server use the Historian Software Development Kit SDK with Visual Basic or any application that provides a VBA programming interface such as iFIX Microsoft Excel or Microsoft Word The Install Wiz
12. can install multiple collectors on a single computer however by installing a collector for each OPC Server Mixed Collectors you can install various types of collectors on a single computer subject to the preceding constraints iFIX Implementation Guidelines With an iFIX implementation install data collectors on each SCADA Server that contains the Node Tag Fields NTFs you want to collect You can minimize system load in this way because you are not relying on FIX networking to pull remote data into the node where the collector is running In a distributed environment remote data collectors automatically buffer collected data in the event of loss of a network connection between the collector and the Historian Server When the network connection is re established the data collectors automatically re establish data flow and forward all buffered data to the server The store and forward feature does not apply when you use iFIX networking for data collection Since iFIX network connections are located ahead of the data collector in the data flow path the store and forward feature does not protect against loss of data when an iFIX network connection is interrupted as illustrated in the following figure 14 Overview of Historian Broken Connection IFIX Data Collector Since the line break occurs BEFORE data reaches the collector the store and forward function is not active and therefore does not protect against loss of d
13. can rename tags multiple times but only the latest active tag name will be visible in the Tags list You can rename tags using the Non Web Historian Administrator Excel Add in ihuAPI and inSDK Tag renaming will only update or modify tag names without modifying or updating the tag properties NOTE If you delete a renamed tag then all the aliases will also be deleted For more information refer to the Renaming a Tag topic in the online help Pre created Archive When a data starts loading into an archive Historian will now asynchronously create a new empty archive file of the same user specified size Whenever current archive becomes full Historian will immediately serve data to a newly created archive file This significantly reduces archive creation and transition time For more information refer to the Setting Archive Size topic in the online help Improved Dynamic Archive Caching Dynamic Archive Caching has been improved to optimize the performance of the Data Archiver By default Proficy Historian now caches 100 archives With this Historian now reduces the memory usage per archive and allows you to keep more data online For more information refer to the Dynamic Archive Caching topic in the online help Improved Disk Cache Management Proficy Historian now allows you to specify the maximum disk cache memory that an archiver can use If your computer has extra memory then you can increase the disk cache Increasing th
14. collector is 20 to 30K For iFIX systems count each Node Tag Field NTF as a separate tag when you determine the size of the system For example FIX FIC101 F_CV and FIX FIC101 B_CUALM current alarm both count as tags even though they are derived from the same iFIX tag Use the following parameters to determine the size of the Historian Alarm and Event archiver You must have disk storage capacity in the multi GB range for the many data archive files typically 500 MB each and alarms you will generate especially if you want to keep old data online NOTE As more applications run simultaneously on a server performance decreases Whenever possible run additional applications on separate computers Hardware Requirements Proficy Historian on Windows XP 23 Proficy Historian Getting Started Embedded The minimum Historian software requirements are 24 A minimum Atom based 1 6 GHz computer or equivalent A minimum of 1 GB RAM A minimum of GB of free hard drive space Other GE Intelligent products such as Proficy iFIX impose additional requirements Refer to the Important Product Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI for details TCP IP compatible network interface adapter for network communication and certain I O drivers One free direct connect USB port Some touch screens pointing devices and I O drivers requi
15. destination folder or browse for a new location and then click Next The Historian Server Name screen appears NOTE On a 64 bit Windows Operating System the default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory Enter the Historian Server name to be used and then click Next The Configuration Review screen appears Click Next Select Yes I want to restart my computer now and then click Finish to complete the installation Installing the Historian HDA Server IMPORTANT You must install Historian Non Web Administrator to set up the Proficy Historian OPC HDA Server 54 Installing Historian Software IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server You can install the Proficy Historian OPC HDA Server on any server on which the Proficy Historian Server has been installed 1 Insert the Historian DVD The Historian splash screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed Click the Historian Installer or Historian Client Tools link A message
16. essees 81 unaudited writers s es 81 Security groups 20 eeeeeeeseeeeeseeeeeeeeee 81 GE E 109 server functions performed v eeeee 12 126 setting up Historian u orrreereeorores 20 starting non web Administrator 55 startup procedure overview u 74 system architecture overview 15 U UEL 66 W working with the iFIX Data Collector 133
17. fields enter the password for the user account and then click OK Restart the DataArchiver service 1 In the Control Panel double click the Services icon In Windows Vista and Server 2008 open Administrative Tools from the Control Panel The Services dialog box opens Right click the Historian DataArchiver service and click Restart Reviewing the SHW log file The DataArchiver SHW log file is used to examine the current configuration of a DataArchiver The default path for LOG and SHW files is c Program Files Proficy Proficy Historian LogFiles If the DataArchiver is set correctly to use Active Directory Services Interface ADSI then you can find the following text in the DataArchiver SHW log file Security Settings 93 Proficy Historian Getting Started Group Mode Use Client Windows User for Logon Security Domain Use ADSI calls 94 GLOBAL TRUE lt your domain gt TRUE Establishing Your Security Rights Your security identity is established upon connecting to the server This occurs through the following steps 1 Specifying a username and password of an account Upon connection the system checks to see if you have a valid Windows 2003 account If you have supplied a username and password through the Excel Add In for example security checks that user If username and password are not supplied and you are on a Windows 2003 or Windows 2008 machine or higher security checks the curre
18. from a wide variety of applications including iFIX v5 0SP1 Machine Edition OPC 1 0 or 2 0 OPC Alarms amp Events Files csv or xml and OSI PI NOTE To collect data from a CIMPLICITY you must use the Historian OPC collector with the CIMPLICITY OPC Server The Calculation collector is designed to perform math and analysis on Historian data and store the results on the server The Server to Server collector boasts the same calculation capabilities as the Calculation collector but it stores the results on a remote server Most collectors are capable of performing first order dead band compression as well as a browse amp add configuration and store amp forward buffering Clients All client applications retrieve archived data through the Historian API 6 Overview of Historian The Historian API is a client server programming interface that maintains connectivity to the Historian Server and provides functions for data storage and retrieval in a distributed network environment Proficy Historian Getting Started Historian Web Admin Firewall API iFIX CIMPLICITY Quality Efficiency Production Excel Administrator SDK API OLEDB Historian Cluster Server Optional OSI PI OSI PI g igp CIMPLICITY Sep a Server to iFIX CIMPLICITY OPC iFIX HMI ME OPC File Distributor Collector Calculation Server Redundant collector support Typical Historian System The Historian Archive indexes all i
19. main screen appears you are ready to set up archives collectors and tags in the Archive Maintenance Collector Maintenance and Tag Maintenance screens Refer to the Using the Historian Administrator manual for details Or at non web based Administration clients start the Administrator from the Historian 68 Installing Historian Software Startup Group When the Historian Administrator s main screen appears you are ready to set up archives collectors and tags in the Archive Maintenance Collector Maintenance and Tag Maintenance screens Refer to the Using the Historian Administrator manual for details NOTE Collectors will not appear in the Historian Administrator until they are started 69 Implementing Historian Security Historian is a high performance data archiving system designed to collect store and retrieve time based information efficiently By default access to these Historian archives tags and data files is available to any valid operating system user account In this default environment all users are allowed to read write change and delete archives tags or data files in the Historian Administrator SDK Migration Tools and Excel Add In However you may find that you want to make these functions and data available only to authorized personnel You can do this by creating and defining Historian Security Groups in your Windows Security Historian includes an Electronic Signature and Electronic Records secu
20. on the splash screen and proceed with the installation wizard Starting the Historian Non Web Administrator To start the Historian Non Web Administrator 1 From the Start button in the bottom toolbar select Program Files and then Proficy Historian 4 0 2 Select Historian Administrator to open the application As an alternative you can create a shortcut and start Historian from a desktop icon Si Optionally click on the Main link The login dialog box appears 4 Optionally select the server from the drop down menu enter your username password and domain if any and then click OK The Historian System Statistics screen appears You can now proceed with all Historian Administrator functions NOTE If you leave the UserName Password and Domain fields blank and click OK then the login information of the currently logged in Windows user is used Installing Historian Data Collectors All collectors except the iFIX and Machine Edition View collectors can run as Windows services If so configured they will also continue to run after you log out and can be configured to start when you start your computer The iFIX Collector on the other hand 49 Proficy Historian Getting Started starts when iFIX starts and runs after logout if iFIX is so configured The Machine Edition View collectors start when their associated Machine Edition project is started You can install only one Server to Server Collector and one Cal
21. with a linear slope between points Lab The Lab sampling mode only returns the collected values without any interpolation of the value The collected value is repeated for each interval until there is a change 102 Trend Calculated Retrieving Data from Historian in the raw data sample s value Lab sampling is most often used to create a step chart rather than a smooth curve Use Lab sampling instead of interpolated if you only want true collected values returned The Lab sampling mode is generally not useful on highly compressed data Use interpolated sampling instead The Trend sampling mode was designed to produce maximum performance when retrieving data for plotting particularly over long time periods The trend sampling mode returns the maximum and minimum value collected during each interval When plotted this makes it possible to display an accurate representation of the data that won t miss any extremums by only retrieving a minimum of points For example a trend of 1 year of data with a day interval will return 730 values consisting of the 365 minimums and 365 maximums for each day of the year Returns samples based on a selected Calculation mode Refer to Calculation Modes for more information Calculation Modes Calculation modes are used when the sampling mode is set to Calculated The data type of all calculated values will be DoubleFloat except for MinimumTime and MaximumTime which will be a Dat
22. Find Now 5 Select the users or groups to add from the listed users or enter the names of the users or groups you want to add in the bottom field 6 Click the OK button in the Advanced dialog Implementing Historian Security 7 Click the OK button in the Select Users dialog 8 Click the OK button the group properties dialog Avoiding Unauthorized Access When Using Historian Security To ensure a secure environment when using Historian security do not create any local user accounts unless Historian is set up on a standalone machine Also disable the Windows Guest account Working with Domain Security When you configure Historian to use Domain security groups and security groups exist it attempts to locate either the Primary Domain Controller PDC or one of the Backup Domain Controllers BDC in order to find Historian Security Group information If the Historian Server machine is not a member of a domain or if a Primary or Backup Domain Controller cannot be located when the Historian Data Archiver service starts access to Historian is denied to all users In this case it is necessary to make the Historian Server a member of a domain and to make sure a Domain Controller is available before starting or restarting the Historian Data Archiver service For convenience the data archiver Show SHW file lists all PDCs and BDCs available at the time of archiver startup Use this list to verify that the Historian Server has visibilit
23. LVED oken pair anreta isi done yonn 12 system architecture eereereeee 15 system component ee 10 OVETVIEW sede kana pike akasan piki Eet 10 R requirements disk storage capacity 21 hardware 2 seye EENS 21 processor speed eeceeeeeeseeeeeee 21 RAM a ehn ee decee deeteegr eer 21 server specifications c eeee 21 Software er 29 TEQUITEMENES esisiini 29 retrieving data description 111 S sampling modes Calculated teen 112 CurrentValue nossos 112 Interpolated AA 112 Lab teni nee 112 RawByNumbet ssssseeeceeeeeeceee 112 Raw be Dme 112 Trend EE 112 sampling modes eceeeeeeeeeeeee 112 security Checking Process seses 107 creating a strategy cesses 80 establishing your rights 106 OVERVIEW Ee oi a Bas EEN 78 protecting your process 78 security groups eseese 81 setup example eee 90 tag level security 0 eee 109 security groups adding users sses 93 archive administrators eeeeeees 81 audited writers oo eee ceeeesteeeeee 81 collector administrators 81 Tears s ae E R 81 TIPS babe ko a ii ae oka eben 83 security administrators 81 setting local groups in sses 93 setting local groups in NT 93 Proficy Historian Getting Started setting local groups in Windows PAOA O EET 93 setting UP groupe sseeeeeseesreerereeree e 92 tag administrators
24. Microsoft SQL Server 2005 Standard SP2 Professional SP2 or Enterprise Edition SP2 Microsoft SQL Server 2008 Express Does Historian 4 0 support No Historian Excel Add In requires installation of 64 bit Microsoft Excel Add Microsoft Office XP Microsoft Office 2003 or In Microsoft Office 2007 or Microsoft Office 2010 32 bit Can I create 64 bit SDK applications Proficy Historian Getting Started Can I use User API Yes Historian allows you to use the User API applications such as applications such as CollectorLike PlotLike CollectorLike PlotLike ReportLike and MigrationLike to read and write ReportLike and data to a 64 bit Historian server MigrationLike to read and write data to a 64 bit Historian server Can I write 64 bit Visual No Basic ado applications to OLEDB Startup Procedure Overview To install and start up Historian in the shortest possible time 1 Define your system architecture Decide what collectors to install on which nodes what computers to designate as the Historian Server and the Historian Administrators whether or not they will be web based and how much memory and disk space you can assign to buffers and archives Record the computer names of each node 2 66 Ensure that iFIX and other data sources are installed Set up your Historian environment Refer to Chapter 2 If you plan to use web based Administrators on a Windows XP Professional 2003 Server system
25. Proficy Historian GETTING STARTED Version 4 0 August 2010 All rights reserved No part of this publication may be reproduced in any form or by any electronic or mechanical means including photocopying and recording without permission in writing from GE Intelligent Platforms Inc Disclaimer of Warranties and Liability The information contained in this manual is believed to be accurate and reliable However GE Intelligent Platforms Inc assumes no responsibilities for any errors omissions or inaccuracies whatsoever Without limiting the foregoing GE Intelligent Platforms Inc disclaims any and all warranties expressed or implied including the warranty of merchantability and fitness for a particular purpose with respect to the information contained in this manual and the equipment or software described herein The entire risk as to the quality and performance of such information equipment and software is upon the buyer or user GE Intelligent Platforms Inc shall not be liable for any damages including special or consequential damages arising out of the use of such information equipment and software even if GE Intelligent Platforms Inc has been advised in advance of the possibility of such damages The use of the information contained in the manual and the software described herein is subject to GE Intelligent Platforms Inc standard license agreement which must be executed by the buyer or user before the use of such informa
26. Tag field enter the tag you want to enable filtering with batchid in this example 4 In the Filter Comparison field select your comparison condition 5 In the Include Data Where Value Is field enter your filter condition value 6 In the Include Times field select your filter mode 7 In the Sampling Type field select your sampling mode 111 Proficy Historian Getting Started 8 In the Calculation field select your calculation mode 9 Select your Sampling Interval 10 In the Output Display field select which tag values you wish to display The output of the above would look similar to this Note that although we specified a start time of 08 00 and an end time of 08 01 Historian has only returned data samples that are relevant to the batch B1 112 Using Historian with iFIX You can enhance the power of the Historian by pairing it with iFIX The benefits of using Historian with iFIX clients include e iFIX Chart features o Sub second support o Auto Update o Time Zone Support o Daylight Savings Time DST Support o Filter and Sort by description and directly access OPC tags in the Expression Editor o Support for Historian interpolated data retrieval e Ability to access multiple Historian Servers even within the same chart e The ability to easily script against the SDK in VBA This allows you to retrieve record sets in Historian for processing and display and to build time aware graphics that can displa
27. acking up archive files Data collector configuration Security configuration Controlling data collectors Searching and analyzing system alerts and messages Refer to the Using the Historian Administrator manual for more information 11 Proficy Historian Getting Started Excel Add In The Historian Excel Add In is a very useful tool for presenting and analyzing data stored in archive files Using this tool you can design custom reports of selected data automatically process the information and analyze the results You can also use it for performing tag maintenance functions in Historian such as adding tags importing or exporting tags or editing tag parameters Refer to the Using the Historian Excel Add In manual for more information Historian OPC HDA Server The Proficy Historian OPC HDA Server reads the raw data stored in Historian and sends it to the interested OPC HDA clients The Proficy Historian OPC HDA Server is in compliance with OPC Server HDA 1 20 standards Refer to the Historian OPC HDA Server manual for more information NOTE Proficy Historian OPC HDA Server supports only synchronous read raw interface in this release Historian User API The Historian User API is intended to provide high speed read write access to Historian data and read access to Historian tags There is no access to collectors archives alarms events or messages Use the API to develop applications which read and write data to t
28. all program will find the existing archives and configuration file NOTE On a 64 bit Windows Operating System all 32 bit components such as collectors client tools and APIs related registry keys will be located under HKEY_LOCAL_MACHINE SOFTWARE Wow6432NodeWIntellution Inc iHistorian Upgrading the Historian SDK If you want to run an SDK program that you created with an older version of Historian on a newer version you must first rebuild the program on a computer with an older version installed You cannot run an SDK application built on an Historian node on a node running an older version of the software 60 Installing Historian Software Interoperability of Historian Versions Interoperability guidelines for Historian versions include Historian Collectors below v4 0 can write to Historian v4 0 Archivers Historian Clients below v4 0 can retrieve data from Historian v4 0 Archivers Historian v4 0 Clients can retrieve data from Historian Archiver below v4 0 Historian v4 0 Collectors can write to Historian Archivers below v4 0 An SDK program built on an Historian v4 0 node does not run on an Historian below v4 0 An SDK program that you created in Historian below v4 0 must be rebuilt on the Historian v4 0 computer if you want to run it on the v4 0 computer In general it is recommended that you use consistent versions of client and server applications If you do use different client and server versions of the Historian i
29. an Archives folder Optionally use the Excel Add In to export your tag configuration for all tags It is recommended that you export tags associated with each collector on a separate worksheet If you are using Microsoft Excel 2000 then you must upgrade to Microsoft Excel 2003 or above If you are using a SQL Server 2000 database then you must 57 Proficy Historian Getting Started o Stop the Historian Services including the Alarm Archiver service o Upgrade to SQL Server 2005 or higher before upgrading Historian o Upgrade to Historian 4 0 During the Install process provide the valid connection information to the SQL Server 2005 or SQL Server 2008 e If you are using MSDE database then Historian 4 0 Installer will install SQL Server Express 2008 and migrate the MSDE data into SQL Server Express 2008 automatically e Shut down the DEP Data Execution Protection feature One way to do this is from the Control Panel access the System Properties Select the Advanced tab and click the Settings button in the Performance area On the Data Execution Protection tab select the Turn on DEP for essential Windows programs and services only check box NOTE If you choose to upgrade to Historian 4 0 then you must upgrade your Historian 3 1 license key to Historian 4 0 license key Uninstalling the old Historian Product You can uninstall the old Historian product before installing the new Historian but you do not have to If y
30. an Non Web Administrator on any node that connects to the Server through an Historian API IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server To install an Historian Non Web Administrator 1 Insert the Historian DVD The Historian splash screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed 2 Click the Historian Installer link A message box appears asking you to confirm the install 3 Click Run to proceed The install program starts and the Welcome screen appears 4 When the Install Wizard appears select the Historian Administrator option in addition to any previously installed Historian components and then click Next The program installs the Historian Non Web Administrator and any other components associated with it including the API If you prefer you can install the Historian Administrator at the same time you install other options by selecting all desired options at once NOTE If you intend to run all components Historian Server Collectors and Client 48 Installing Historian Software tools on a single computer choose Historian Installer
31. ard places the Historian Software Development Kit SDK in the System32 directory and automatically registers it To use the SDK set up a project reference with the Historian Software Development Kit Uninstalling Historian and Historian System Components To remove all Historian System information from your computer 1 Double click the Add Remove Programs icon in the Control Panel The Add Remove Programs dialog box opens 2 Select Proficy Historian 4 0 and click the Remove button 56 3 Installing Historian Software a To uninstall Historian and save the current Historian configuration and data select Do Not Delete Archives and then click Next b To uninstall Historian and delete the current Historian configuration and data select Delete Archives and then click Next c To abort the uninstall select Cancel Uninstall and then click Next The uninstall proceeds and all Historian components are removed For information on uninstalling OPC Data Collectors refer to the Modifying and Uninstalling OPC Collectors section of the Historian Data Collectors manual Upgrading from a Previous Release Before upgrading Historian it is recommended that you follow these steps Stop the Historian Data Archiver service Backup all archive data files iha configuration files ihc and backup files By default in Proficy Historian 3 5 or earlier you can find these files in the C Program Files GE Fanuc Proficy Histori
32. ata Ineffective Use of Store and Forward in an iFIX Network 15 Proficy Historian Getting Started Broken Connection Archiver EIN Data Collector Since the line break occurs AFTER data reaches the collector the store and forward function is active and therefore does protect against loss of data Effective Use of Store and Forward in an iFIX Network Historian Alarm and Event Archiving Historian s Alarm and Event A amp E archiving offers the ability to collect A amp E data from any OPC compliant A amp E server and store it in an integrated relational database SQL Server 2008 Express or to an existing Microsoft SQL server 2005 or SQL Server 2008 Historian Alarm and Event data is associated with the related process data from its source to allow for quick analysis For more information refer to Historian Alarms and Events 16 Overview of Historian Historian Web Administrators vs Non Web Administrators Historian Web Administrators can run on any client s on the Internet or intranet They connect to the Historian system through the Administration web site which you can install with the Historian Server To support administration through an Historian Web Administrator you must first install and run the Microsoft Internet Information Server IIS 5 1 or above Once IIS is installed any remote client with Internet Explorer v6 0 or 7 0 can use the Administration web site If you installed client tools o
33. be enabled in Excel before you can use it To enable the Excel Add In refer to Installing the Excel Add In with Historian in the Using the Historian Excel Add In manual Installing the Historian Client Tools NOTE If you intend to run all components Historian Server Collectors and Client tools on a single computer click Historian Installer on the splash screen and proceed with the installation wizard IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server To install the Client Tools 1 Insert the Historian DVD The Historian splash screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed 53 Proficy Historian Getting Started 10 Click the Historian Client Tools link A message box appears asking you to confirm the install Click Run to proceed The install program starts and the Welcome screen appears Click Next to proceed The License Agreement screen appears Click Yes to continue The Select Features screen appears Select the component that you want to install and then click Next The Choose the Program Folder screen appears Accept the default
34. box appears 6 In the Group name field enter the name of the new Historian group exactly as you have defined it Leave the other default options unchanged 7 Click OK to create the new group Creating Security Groups in Windows 2008 Domain Controller To create a new security group in a Windows 2008 Domain 1 Double click the Administrative Tools Icon in the Control Panel The Administrative Tools dialog box opens 88 Implementing Historian Security 2 Double click the Active Directory Users and Computer icon The Active Directory dialog box opens 3 In the Active Directory Tree display select Users 4 Right click on Users to display the right click menu 5 Select New and click Group from the right click menu The New Object Group dialog box appears 6 In the Group name field enter the name of the new Historian group exactly as you have defined it Leave the other default options unchanged 7 Click OK to create the new group Using a Windows 2003 Domain Controller with a Windows 2008 Historian Server When you use domain security with a Windows 2008 Historian Server and the domain controller is a Windows 2003 controller you must configure the Historian DataArchiver service to log on as a valid domain account and you must add the user right to Act as a Part of the Operating System to its list of rights To do this Set Up Logon of Historian Data Archiver Service 1 In Control Panel gt Administrative
35. culation Collector per computer NOTE Historian data collectors must be installed after the source software has been installed For example the iFIX SCADA software must be installed before the iFIX collector Wherever possible data collectors should be installed on the same machine as the data source to take maximum advantage of collector buffering IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server Steps to Install Data Collectors NOTE If you intend to run all components Historian Server Collectors and Client tools on a single computer click Historian Installer on the splash screen and proceed with the installation wizard To install Historian Data Collectors 1 Insert the Historian DVD The Historian splash screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed 2 Click the Historian Collectors link A message box appears asking you to confirm the install 3 Click Run to proceed The install program starts and the Welcome screen appears 50 Installing Historian Software Select the appropriate type of Data Collector in addition to any previo
36. d to compressed data and should be used when collector compression or archive compression is used Sampling Modes Sampling modes are used to specify how the data will be retrieved from Historian Several modes are available such as CurrentValue Interpolated Calculated and RawByTime 100 Retrieving Data from Historian Sampling modes are specified in the client you use to retrieve data from Historian Descriptions and common usages of the sampling modes in Historian are as follows CurrentValue Retrieves the most recent data sample value received by the archiver of any data quality This does not necessarily produce the most recent raw data sample as archive compression may not have stored the most recent raw sample The sample has a time stamp a value and a quality The time stamp returned is not typically the current time it is the time stamp as sent by the collector If you have a slow poll rate or if collector compression is enabled the time stamp may be much earlier than the current time RawByTime Returns all raw samples of all qualities with a time stamp greater than a specified start time and less than or equal to a specified end time The RawByTime sampling mode will not return a sample equal to the start time RawByNumber Returns a specified number of samples of all qualities with a time stamp greater than or equal to the start time The RawByNumber sampling mode will return a sample with a time stamp equal to th
37. dd in 1 52 Verify that Microsoft Excel is installed on your computer Insert the Historian DVD The Historian splash screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed Click the Historian Excel Add in link A message box appears asking you to confirm the install Click Run to proceed The install program starts and the Welcome screen appears Click Next to proceed The License Agreement screen appears Click Yes to continue The Select Features screen appears Select the component you want to install and then click Next The Choose the Program Folder screen appears Accept the default destination folder or browse for a new location and then click Next The Historian Server Name screen appears NOTE On a 64 bit Windows Operating System the default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory Installing Historian Software 9 Enter the Historian Server name to be used and then click Next The Configuration Review screen appears 10 Click Next 11 Select Yes I want to restart my computer now and then click Finish to complete the installation If you prefer you can install the Excel Add In at the same time you install a data collector or server The Add In must
38. des descriptive material and specific operating procedures for performing all common tasks Reference Documents For related information about Historian refer to the following documents e Using the Historian Administrator H Historian Data Collectors Proficy Historian Getting Started e Using the Historian Excel Add In Historian Alarms and Events e Migrating Advanced and Classic Historian Data e Using the Historian OLE DB Provider e Historian Software Development Kit SDK Online Help System What s New in Historian 4 0 64 bit Data Archiver support Historian 4 0 Server takes the next big step and is now built with 64 bit code You can now install Proficy Historian 4 0 Server on both 32 bit x86 systems and 64 bit x64 systems Historian 4 0 installer will automatically detect and install 32 bit or 64 bit Historian 4 0 Server based on system architecture Move to 64 bit not only takes a full advantage of all the memory in your 64 bit Windows operating system but also boosts overall Historian performance security and responsiveness IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server For more information refer to the Installing the Historian Server topic in the online help Getting Started
39. e 103 Proficy Historian Getting Started The calculation modes in Historian are Count Displays the number of raw samples in the specified interval This only indicates the count and does not display the actual values or qualities of the samples The Count calculation mode is useful for analyzing the distribution of raw data samples If you have a higher number of raw samples than expected you may decide to implement collector or archive compression If samples are missing then you may want to slow your collection rates Minimum Displays the minimum value in a specified interval with good data quality This value may be raw or interpolated NOTE The Minimum and MinimumTime calculation modes actually retrieve two additional samples per interval one is interpolated at the interval start time and the other is interpolated at the interval end time These samples are used in calculations just like any raw or interpolated value MinimumTime Displays the time stamp of the minimum value in a specified interval See the note in Minimum for additional information Displays the maximum value in a specified interval 104 Retrieving Data from Historian NOTE The Maximum and MaxmimumTime calculation modes actually retrieve two additional samples per interval one is interpolated at the interval start time and the other is interpolated at the interval end time These samples are used in calculations just like any raw or interpolated va
40. e and create archives o iH Archive Admins o iH UnAudited Logins o Read Write Data no messages o iH UnAudited 81 Proficy Historian Getting Started USER7 o Create modify and delete tags o Start Stop Collectors o Backup restore and create archives USER9 Read Data 14 2 Add and define the iH Security Admins Group Writers iH Tag Admins iH Collector Admins iH Archive Admins iH Readers Once you determine that you want to establish a security structure you must create and define the iH Security Admins group This group of users is typically the power users of the Historian Security Administrator rights allow them to manage configuration and give them free rein to the entire system For this example only USER1 would be added to the iH Security Admins group 3 Establish and create any other Historian Security Groups as needed NOTE Any user with Windows administrative permissions can add or remove Windows groups and users As such an administrator on a Windows computer can add himself to any Historian security group You should then set up the functional security groups as needed For this example Write Tag Archive and Collector security is required so the groups associated with those functions should be added and defined There is no need for Audited Writers and all valid users can read data so neither the iH Audited Writers Group nor the iH Readers Group need to be added 4 Def
41. e disk cache memory optimizes the Historian performance 4 Getting Started with Historian For more information refer to the Disk Caching topic in the online help Improved checks for disk space availability Proficy Historian now periodically checks to make sure you have configured amount of free disk space to save the archives buffer files and log files If there is insufficient disk space the Data Archiver shuts down and a message is logged into the log file For more information refer to the Setting Archive Size topic in the online help Overview of Historian Proficy Historian is a high performance data archiving system designed to efficiently collect store and retrieve time based information at extremely high speed efficiently The system architecture consists of the following Historian Server The Historian server is the central point for managing all of the client and collector interfaces storing and optionally compressing data and retrieving data All tag data numbers strings BLOBs are stored in a proprietary format in the archive database The Archive Database consists of several files each of which represents a specific time period of historical data If licensed for the Alarm and Event option then the server also manages the storage and retrieval of OPC alarms and events in either a SQL Server or MSDE database Collectors The Historian includes several types of data collectors for collecting data
42. e start time if one exists You must also specify a direction and number of samples when using this sampling mode Interpolated When archive or collector compression is used a minimal number of actual data samples are stored in the archive 101 Proficy Historian Getting Started When this data is retrieved interpolation can be performed to create an evenly spaced list of most likely real world values since the actual values have been removed from the archive through the compression algorithm The Interpolated sampling mode is also useful for data samples that haven t undergone archive compression For example you may want to plot data along an interval that doesn t match the collected raw samples Using the Interpolated sampling mode would give you the most likely real world values for the specified period Typically you use the interpolated sampling mode when data is not collected on a set time schedule or if you want to see the results returned in an interval that is slower than the collection rate For example these instances show when you can use interpolated mode to make evenly spaced values e A tag is collected as unsolicited In this case we really do not know what the time interval is between collected values e The deadband and or archive compression for a tag results in non evenly spaced collection intervals e A tag is collected once per 8 hour shift but you want to see it displayed in 1 hour intervals
43. ed Does a security group for this function expt Does the tag have security groups associated with it Done Access Mo m Granted Are you a member o the group No Are you a member o the group How Access Denied ACCESS Denied Yes Done Access Granted 97 Proficy Historian Getting Started Security Checking Process Implementing Tag Level Security In addition to defining iH Tag Admins that have the power to create modify and remove tags you can also define individual tag level security to protect sensitive tags This tag level security can be set in the Historian Administrator You do not need to use the Historian Security Groups for this security setting You may use one of the Windows pre defined groups power users for example or create your own separate group specifically for this function For more information on creating and adding groups refer to the Setting up Historian Security Groups section NOTE Only a user defined as an iH Security Admins has rights to set individual tag level security in the Historian Administrator To set Tag Level Security for an individual tag 1 Open the Historian Administrator 2 Click on the Tags link The Tag Maintenance screen appears 3 Select a tag or group of tags from the Tag Name section of the Tag Maintenance screen 4 Click on the Advanced Tab to display the advanced tag op
44. eeeeesecaeesecneesecsaeeeeaecateaeeneeaes 49 Steps to Install Data Collectors tinissi eiroet isores ei ei eies 50 Installing the Historian Excel Add In 51 Installing the Historian Client Tools cc ccescsesecseeseceseeeeesecseesecneseecsaseeesaecaeeseeneeees 53 Installing the Historian HDA Server 54 Installing Historian SDK aaea ree pis bi de esans poo nil ako enan ooo EESE n EES 56 Uninstalling Historian and Historian System Components 56 Upgrading from a Previous Release 00 seeeeseecsseeeeesecseeeeesecseesecseeseceaeeeeeaecaeesesaeeaes 57 Uninstalling the old Historian Droduct 58 Installing the new Historian Droduct eeceeecsseeeceseceeeeeceeseeeeeecsaeeeeeseeneeeeens 59 Upgrading the Historian SDK 60 Interoperability of Historian Veraions 61 Trou bl sHOOLN L Seege ek one A nite Sede dile pie kon pab an en da Gan de kol as pon onn depo a aki 61 Startup Procedure Overview 0e0 2Lli2Leteotootartoonaonoonao sa ooo ouosaoonaosoonaoseoonoosossoooaonooononaosoen 66 Implementing Historian Becugty s sensi ssa iieri iaeia aa aeiia 70 Proficy Historian Getting Started Protecting Youri ene 70 Creating and Implementing a Security Strategy eee ecsesecseeeecneeeeceseeeeeseeeeeseeneeees 71 Historian Security Groups 72 Historian Group Rights 74 Security Setup Examples 2 estegeteereekdees dereen 81 Setting up Historian Security Groups 83 Setting Local Groups on Windows System cccssscseeecsseeeeeeeceeeecneeeeceaeeeeeaee
45. eeees 115 Collecting iFIX Alarm and Event Data 115 Viewing Historian Values and Time Stamps in an iFIX Chart 115 Importing the Historian Toolbar into iFIX occ eceesceseeecsseceeeseceeeecesseseesneeeeeeaees 116 Using the Toolbar Buttons sy ss csenssssssneceissseeecsaptsensseustensssasosbistyssenssovscesieeneses 117 Formatting OPC Tags Containing Special Character 118 Filtering Tags Using THISNODE with Expression Builder A 118 The FIX Data Collectors eki ve ek nepe kib ion penk hae oto e eee grad estes 118 Historian and iFIX Chart Obiects cesessssecscesecseeseceseecesscaeeecsaecaeesecseeseeneeeeeeaees 119 Browsing iFIX Tags On Networked iFIX Nodes AA 120 Contact GE Intelligent Platforms onnie rer a eiar aS 120 General Contact Information siessen nenn neei a nE aeai 120 Technical SUpport e ra A a BR Ae Ave aia 121 AATMOTICAS po kisak saa bi tise kiss piba A Sassi ayes ete eth tes eae pte ok koka et eski kan 121 Europe Middle East and Afen 121 Asia Pacifi ehen eki atraksyon e EEN 122 deg eege EE E E E E E T 123 vii Getting Started with Historian Before you begin installing Historian please take some time to review the Getting Started with Historian manual This manual includes information about the following e An Overview of Historian e Setting up the Historian Environment e Installing Historian e Implementing Historian Security e Retrieving Data from Historian e Using Historian with iFIX This manual provi
46. g ea 9 Historian Alarms and Event cccccsccescceseceecesecececeeecaeeeneeeeeeeeeeeeeeeeeseeeseenseneees 10 Historian Data Collectors ccisciscssseecsessacess cacevees ou kosa kaa ae ca ao ENEE dE 10 Historian File Collector sc desas dere aiden eki ea ae ewa n da ee ek aa sa di aa ea ania 10 Historian Servet ee eessen ceca as Ee a kwa ewo dwate ewa oua ehre 11 Historian Administrator c ccceeccescceeccesecesecesececececeaecececaeecseeeaeeeseeeeeeeeeseenereneenaes 11 Excel Ada I VE 12 Historian OPC HDA Server 12 Proficy Historian Getting Started Historian User API ol aaiae e ea E a A ube din pos pose ie 12 Estate ka do kise onn nsyon kle e ko ip of kis oye pe Sak e dech 13 Historian Migration Tools 13 Understanding the System Architecture 13 iFIX Implementation Guidelines 00 0 eee eeceseseceeceeeseceeeeceeeeecsaeceseecaeceeesesaeeeeens 14 Historian Alarm and Event Archiving cecseecsceeecseeeceseceeesecneesecnaeeecaeeeeeseeas 16 Historian Web Administrators vs Non Web Administrators cceseeeeeeeeeeeees 17 Setting up the Historian Environment 0 0 0 0 eesssesecsesseceseeeceseceeesecaeesecneeeecsaeeeesaesaeeeeens 18 OK RE 18 Hardware Requirements bezeien aae ae EES 19 Hardware Requirements Proficy Historian on Windows XP Embedded 23 Software Requirements eege EE d aks ou Aenea eis booba A idea 26 Compatibility eege ERC Aled Ae ST AR BAG sie By 27 Supported Re
47. ge Array SAN Drives Years of data online Above recommended configurations may vary based on years of data online update rate data compression setting and other tag configuration parameters 21 Proficy Historian Getting Started NOTES 1 Proficy Historian Server can run on both 32 bit and 64 bit versions of Windows 2 Maximum supported event rate is 9 million per minute 3 Proficy Historian 4 0 supports Windows XP SP3 32 bit or 64 bit operating System To view the list of supported operating systems refer to the Software Requirements 4 Proficy Historian supports Intel Pentium 4 or Core Duo based processors as long as they are compatible with the operating systems 5 Proficy Historian does not support Itanium processors Recommended Historian Collector Configurations Recommended Historian Collector Configurations RAM GB 2GB Disk Size 40GB required Historian 4 0 32 bit Collectors Operating Windows 7 32 bit or System Windows 7 64 bit Historian 4 0 Collectors may use up to 4 GB RAM in a 64 bit Windows operating system Historian 4 0 Collectors work as 32 bit applications on a 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server 22 Setting up the Historian Environment NOTES 1 RAM and Disk Size required may vary based on the collectors available on the system 2 Recommended number of tags per
48. gional Senge 29 Time and Date Formatting eee se teen SE eg ese Re epee ao oops EE 30 Supported Data Types ccia e na eree oere EEEO E EErEE EEE EESE E E EES ESS 30 The Hardware K f croisent Ee EES ESA coughs EE EEE EEES EES 32 Installing the Hardware Ken 32 Disabling Guest Accounts scission EE EE n aeS 33 Optimizing Virtual Memory akite kos da lale sb ka poin kay e oke ip bel pa ks yonn ke Ak sp 33 Using a Remote SQL Server 02020022i0itiiroeiororoiresoreresonarandnononosonsonenosodsunnsononosossesenerososnn 35 Installing Internet Information Server OS 36 Installing Internet Information Bervices ec ececseeeceseeeeeseceeesecseeeecsaeeecaecaeeseeneeaes 36 iv Table Of Contents Configuring US to Run 32 bit Applications on 64 bit Windows IIS 6 0 40 Installing Historian Software ij See aed kek eit ni eden ied eateries 42 Installing the Historian Server 43 Log Files Created After You Start Historian for the First Time 0 0 ce eeeseeeeeeeeee 45 Installing the Historian Web Administrator cescsesscseeseceseeeeeseceeesecneeeeceeenaeseeeas 46 Connecting to the Historian Web Administrator 0 cc eeeseceeeeeceeeeeceseeeceseneeeeeees 47 Installing Historian Non Web Administrators scesscsssecseeeecseeeeceseeeceaeeaeeseeneeees 48 Starting the Historian Non Web Administrator ccescsesscseeeeceseeeesseceeeseeneeees 49 Installing Historian Data Collectorg cc ceeceesesceseeeeesecs
49. he Historian server when the Historian SDK and Historian OLEDB do not meet your project requirements for performance or programming language Refer to the ihUserApi Help system for more information 12 Overview of Historian Historian SDK The Software Development Kit SDK is designed for writing Visual Basic VB or Visual Basic for Applications VBA Scripts Using the SDK you can develop your own scripts to perform selected repetitive or complex tasks or to make your own custom user interface To use the SDK create a VB VBA project with the SDK as a project reference Refer to the SDK Help system for more information Historian Migration Tools Historian provides migration tools to allow you to migrate your existing Classic and Advanced Historian configurations and data and your iFIX Alarm and Event data into the Historian environment Previous Historian configurations established tags collection groups collection rates and deadbands for tags collected into each Historian These tags and collection rates are transferred into Historian by the migration tools Refer to the Migrating Advanced and Classic Historian Data manual for more information Understanding the System Architecture You have wide flexibility in configuring your Historian application Since Historian can support a fully distributed architecture you can spread the data collection server administration and client data retrieval functions across many different n
50. ine any individual Tag Level security 82 Implementing Historian Security In addition to defining iH Tag Admins that have the power to create modify and remove tags you can also define individual tag level security to restrict access to sensitive tags You can grant read write or administrative privileges per tag For more information on setting Tag Level security refer to the Implementing Tag Level Security section Setting up Historian Security Groups This section describes how to add the Historian Security Groups to your local and domain Windows security systems You can choose whether Historian uses LOCAL or DOMAIN security by selecting an option on the Security Tab of the Archive Maintenance screen in the Historian Administrator If you select the local security option the groups are defined as local groups on the Historian Server If you select the Domain security option the groups are defined as global groups in the primary domain controller of the Historian Server With domain security Historian locates the Primary Domain Controller PDC if available or a Backup Domain Controller BDC in order to establish groups If the PDC and all BDCs are unavailable the system locks all users out until rights can be established with a valid PDC or BDC NOTE If you change this setting you must stop and re start the Historian Server for this change to take effect Setting Local Groups on Windows Systems The following procedures a
51. ing Started Scaled 2 bytes The Hardware Key You are required to use a hardware key to run Historian Server The hardware key e Enables software options available to your installation as requested by you Can be electronically reprogrammed using an upgrade utility as requested by you Consequently you are no longer required to exchange hardware keys for version updates or option changes e Protects against illegal duplication of Historian software Additionally two hardware keys are offered one that supports parallel port configurations and one that supports USB port configurations Historian runs in demo mode one user 100 tags if the key is not installed NOTE File the packing slip that came with the hardware key in a safe place The codes on this slip are necessary to quickly duplicate the key in case it is damaged or misplaced Installing the Hardware Key To install the hardware key 1 Power off the computer and all peripheral devices prior to installing the hardware key it is sensitive to static electricity 2 Remove any connections to your computer s parallel port 32 Setting up the Historian Environment 3 Secure the hardware key in the parallel port and tighten the screws IMPORTANT Do not remove the hardware key from your node while Historian Server is running If you do remove the key while running the server will shut down when the next key check is performed which occurs every two hours Whe
52. ional SP3 CD or browse to a directory that contains the Windows XP Professional SP3 setup files Click Finish to complete the installation If you need additional assistance in installing IS refer to www microsoft com To install IIS on Windows 2003 Server 1 6 Open the Control Panel Click Add Remove Programs Click Add Remove Windows Components In the Components list box click Application Server then click Details In the Subcomponents of Application Server list click Internet Information Services Click OK If you need additional assistance in installing IIS refer to www microsoft com To install IIS on Windows Vista or Windows 7 1 2 Open the Control Panel Click Programs and Features and then click Turn Windows features on or off 37 Proficy Historian Getting Started The Windows Features dialog box appears 3 Select the Internet Information Services World Wide Web Services gt Application Development Features gt ASP check box 4 Click OK If you need additional assistance in installing IS refer to www microsoft com IMPORTANT In order for the Historian Web Administrator to run on a Vista and Windows Server 2008 you must enable parent paths To enable parent paths in Windows Server 2008 refer To enable parent paths section 38 Installing Internet Information Server IIS To install IIS on Windows Sever 2008 or Windows Server 2008 R2 10 11 Open the
53. irectly General Contact Information Online technical support amp GlobalCare www ge ip com support Comments about our manuals and online Help doc ge com Additional information www ge ip com Solution Provider solutionprovider ip ge com Authorization authorization ip Qge com 120 Using Historian with iFIX Technical Support If you have technical problems that cannot be resolved with the information in this guide please contact us by telephone or e mail or on the web at www ge ip com support Americas Online technical support www ge ip com support Telephone 1 800 433 2682 International Americas direct dial 1 780 420 2010 if toll free 800 option is unavailable Technical Support e mail support ip ge com Customer Care e mail customercare ip ge com Inside Sales insidesales ip ge com Primary language of support English Europe Middle East and Africa Online technical support www ge ip com support Telephone 800 1 433 2682 EMEA direct dial 352 26 722 780 if toll free 800 option is unavailable or dialing from a mobile telephone Technical Support e mail support emea ip ge com Customer Care e mail customercare emea ip ge com Inside Sales insidesales emea ip ge com Primary language s of support English French German Italian Czech Spanish 121 Proficy Historian Getting Started Asia Pacific Online technical support amp GlobalCare www ge ip com support Telephone 86 400
54. istorian Environment ROC Driver Version 6 31 is required for use with Historian Proficy Workflow 1 0 or 1 2 Proficy Analytic Client Proficy Troubleshooter Supported Regional Settings Historian supports the following regional settings available in the Windows Control Panel e Decimal symbol one character e Digit grouping symbol e List separator one character e Time style e Time separator e Short date style 29 Proficy Historian Getting Started e Date separator Time and Date Formatting Avoid changing the time style or short date style in regional settings to values that are outside of the standard styles provided Changing these values to non standard styles may result in improperly formatted times and dates Historian supports the following short date formats some of which may not be available in certain language versions of Windows e dd mm yy e dd yy mm e mm dd yy e mm yy dd e yy dd mm e yy mm dd Supported Data Types The following table lists the supported Historian data types and their sizes 30 Setting up the Historian Environment Single Integer Double Integer Fixed Configured by user String Variable No fixed size String Binary No fixed size Object ee V Historian does not support the use of the Binary Object data type with the Data Collectors Refer to the SDK online Help for more information on working with BLOB data types 31 Proficy Historian Gett
55. lue MaximumTime Displays the time stamp of the maximum value in a specified interval See the note in Maximum for additional information RawAverage Displays the arithmetic average of the raw values in a specified interval with good data quality This is useful only when a sufficient number of raw data values are collected Average Similar to RawAverage but performs a special logic for time weighting and for computing the value at the start of the interval This is useful for computing an average on compressed data Total Retrieves the time weighted total of raw and interpolated values for each calculation interval The collected value must be a rate per 24 hours This calculation mode determines a count from the collected rate Displays the arithmetic sum of raw values in a 105 Proficy Historian Getting Started specified interval StandardDeviation Displays the time weighted standard deviation of raw values for a specified interval RawStandardDeviation Displays the arithmetic standard deviation of raw values for a specified interval TimeGood Displays the amount of time in milliseconds during an interval when the data is of good quality and matches filter conditions if the filter tag is used Filtered Data Queries Filtered data queries enhance Historian by adding filter tags and additional filtering criteria to standard queries Unfiltered data queries in Historian allow you to specify a start and end time for the
56. lue are supplied time periods are filtered from the results where the filter condition is False The value to compare the filter tag with when applying the appropriate filter to the data record set query to determine the appropriate filter times 109 Proficy Historian Getting Started Example Filtered Queries in the Excel Add In The following example shows how a filtered data query will return specific data from the Historian archive This example makes use of two tags batchid and ramp The batchid tag is updated before a new batch is produced with the new batch s ID The ramp tag contains raw data sent by a device in the process In this example we d like Historian to return data samples at ten second intervals for the ramp tag during the period that the batchid tag is set to B A standard query in Historian for the ramp tag s values between 08 00 and 08 01 at ten second intervals would look like this If we did a query against the batchid tag for the same time interval we would receive the following results 110 Retrieving Data from Historian To filter data queries in the Excel Add in In order to find the values of the ramp tag for the B1 batch you would enter the following values into the Historian Filtered Data Query dialog box 1 In the Tag Name s field enter the tag you want to receive results from the ramp tag in this example 2 Select a start and end time for your query 3 In the Filter
57. mber of this group For example if you elect to define the iH Security Admins group and iH Archive Admins group both the members associated with those defined groups and all other valid users still have access to such functions as creating and modifying tags until you create the iH Tag Admins security group e If you decide to implement any of the Historian Security groups you should first add and define the iH Security Admins group WARNING If you do not create and define the iH Security Admins group all valid users are assumed to be members of this group This membership overrides any other security group that you set For more information on the Historian Security Groups available and their security functions refer to the Historian Security Groups section and the Historian Security Groups table Historian Security Groups The following are the available Historian Security groups iH Security Admins Historian power security users Security Administrators have rights to all Historian functions This group also has the ability to change 12 Implementing Historian Security tag level security archive security and modify the Electronic Records and Signatures option This is the only Historian security group that overrides tag level security iH Collector Admins Allowed to start and stop collectors browse collectors configure collectors and add new collectors iH Tag Admins Allowed to create modify and remove
58. n no key is attached Historian defaults to demo mode When you exceed the demo mode defaults of one user connection and 100 tags the Historian Data Archiver stops this is intended licensing behavior 4 If you had any equipment connected to your parallel port connect it to the back of the hardware key If you are using a USB port for the hardware key you cannot plug any other equipment into the port Use another port for any additional equipment connections you may need The number of tags and clients that you are licensed to use appears in the System Statistics screen of the Historian Administrator If the Licensed Tags field displays 100 tags and the Licensed Users field displays 1 client ensure that you have correctly installed your hardware key Disabling Guest Accounts Whether or not you use Historian security make sure that you disable Guest accounts on your computer It is recommended that you disable Guest accounts so that Historian operates in the most secure environment limiting the users to known Windows users Optimizing Virtual Memory Through the use of paging files Windows allocates space on your hard drive for use as if it were actually memory This space is known as virtual memory Be sure to optimize the virtual memory on the Historian archiver computer The following list describes how to optimize virtual memory in Windows to achieve maximum performance from Historian 33 Proficy Historian Getting Started To
59. n as a linked server o Microsoft SQL Server 2008 Standard Professional or Enterprise Edition o Microsoft SQL Server 2005 Standard SP2 Professional SP2 or Enterprise Edition SP2 o Microsoft SQL Server 2008 Express IMPORTANT Historian 4 0 does not support 64 bit linked SQL Server The Historian Excel Add In requires installation of Microsoft Office XP Microsoft Office 2003 or Microsoft Office 2007 or Microsoft Office 2010 32 bit The Historian Web Administrator requires the Java Runtime Environment version 1 6 update 5 Compatibility Several GE Intelligent Platforms products work with Proficy Historian The following is a general set of required versions to work with Historian 4 0 21 Proficy Historian Getting Started Proficy Portal 3 0 or 3 0 SP1 CIMPLICITY 8 0 R2 or 8 1 NOTE If you want to use Historian 4 0 with CIMPLICITY 8 0 R2 then it is recommended to uninstall Historian 3 0 client tools and then install Historian 4 0 client tools Machine Edition 5 9 with SP1 or 6 0 View iFIX 5 0 SP2 or 5 1 with SP1 IMPORTANT e FIX 5 0 SP2 or 5 1 is only supported when Historian 4 0 is installed remotely that is not on the same machine where IFIX 5 0 SP2 or 5 1 is installed You cannot trend historian data if you have iFIX 5 1 or 5 0 SP2 and Historian 4 0 installed on the same machine If you want to use Historian 4 0 with iFIX on a same machine then you must use iFIX 5 1 SP1 28 Setting up the H
60. n your IIS computer you can use the Administration web site from the server You can install the Historian Non Web Administrator on any computer s connected to the Historian Server through the API With Historian Non Web Administrators you do not need to install IIS 17 Setting up the Historian Environment Before you start setting up your Historian environment identify the computers that will function as your clients data collectors administration workstations and archiver The following sections outline the setup procedures in detail Task Overview When you are ready to set up your Historian environment use the following procedure 1 Set up each computer Use the section Hardware Requirements as a guide and refer to the user manual that accompanies each computer for detailed setup information 2 Use a login account with administrator rights so that you can install Historian later Use the section Software Requirements as a guide and refer to the user manual that accompanies each software product for more detailed setup information NOTES e Historian 4 0 installer automatically detects and installs 32 bit or 64 bit Historian 4 0 Server based on system architecture e Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit 18 Setting up the Historian Environment Howe
61. ndows IIS 6 0 1 Open the Command Prompt window Click the Start button and then point to Programs Accessories and then Command Prompt Navigate to the systemdrive Inetpub AdminScripts directory Type the following command cscript exe adsutil vbs set W3SVC AppPools Enable32BitAppOnWin64 Press ENTER 41 Installing Historian Software Historian provides a single install program on a DVD with options that install each system component Before running the installation program define the desired system architecture and determine which components you want to install on each node You can now install Proficy Historian 4 0 Server on both 32 bit x86 systems and 64 bit x64 systems Historian 4 0 installer automatically detects and installs a 32 bit or 64 bit Historian 4 0 Server based on the system architecture However you can also install Historian Collectors Client tools APIs Non Web Administrator and Web Administrator on 64 bit Windows operating systems but Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit applications on a 64 bit Windows operating system using WoW64 mode Windows on Windows 64 bit Installing Proficy Historian 64 bit server not only takes a full advantage of all the memory in your 64 bit Windows operating system but also boosts overall Proficy Historian performance security and admin responsiveness NOTE To install a data collector you must first ins
62. nformation by Tagname a unique identifier for a 8 Overview of Historian specific measurement attribute For iFIX users an Historian Tagname normally represents a Node Tag Field NTF Searching by Tagname and Time Range is a common and convenient way to retrieve data from Historian If you use this technique to retrieve data from the Archiver you do not need to know which archive file on the Historian Server contains the data You can also retrieve data using a filter tag Historian is capable of storing many different data types such as Floating Point Integer String and BLOB undetermined binary data type such as an Excel spreadsheet a PDF file or a Word file The source of the data defines the ability of Historian to collect specific data types System Components A Typical Historian System contains several components H One or more Historian Data Collectors with various collection interfaces H One or more Historian Servers H One or more Historian Web Administrators H One or more Historian Non Web Administrators e Historian OLE DB provider One or more Historian HDA Servers One or more Excel Add In packages installed on any client node e Programs using Historian User API e Programs using Software Development Kit SDK Proficy Historian Getting Started All clients communicate with the Server through the Historian API The subsections that follow list the functions performed by each component Historian Ala
63. ns 83 Avoiding Unauthorized Access When Using Historian Security u eeeeeroeseooee 87 Working with Domain Security cee ceesecseeeeceseeeceseceeesecaeesecneeeecsaeceseeesaeeneeaesneeeeens 87 Creating Security Groups in Windows 2003 Controller ceeeceeeeceseeeeesecneeeeeee 88 Creating Security Groups in Windows 2008 Domain Controller 0sseeseseeeeeeeee 88 Using a Windows 2003 Domain Controller with a Windows 2008 Historian Server89 Configuring DataArchiver to use Active Directory Service Interface 91 Establishing Your Security Rights 95 Identifying the Security Checking Process 00L22iirivroeooooreooosaosooonassoonaosaonnossosaoone 96 Implementing Tag Level Becugt eecesesecsseceeesecseeecsecseesecserecsaeeeeaecaeeseeneeaes 98 Retrieving Data from Historian 0 0 0 ceecesscsesecsseceeesecseesecsaeeccsacsaeeeceaecaessesseeseenaeeeeeas 100 Sampling Modes errn n Ri iaie e AE A ye akse adn ah Die r ES eee 100 Calculation MOU Seyi cuit lis siek sa kk oke a one doit ends e a E 103 Filtered Data QUETIEE ewe eeti kinn dada sevis egene bas bk dev ake kas si kan See ee 106 Overview of Filtered Data Query Parameters ssesseeesesssreesresresesrersrsrerresrsreerens 107 Example Filtered Queries in the Excel Add In eee ceesecseeeecneeeesecnereeeeeeees 110 Using Historian SI 113 vi Table Of Contents Using IFIX drivers with Historian ce eeeecseeecseeeeceseeeeeseceeesessecaeesesnersesea
64. ntly logged in user If you are running a Windows 98 machine you must supply a username and password Security will not automatically check the logged in user NOTE If you do not pass a domain name the account will be checked locally in the same way a mapped drive attempt happens You have to specify a username and password that exists on the server 2 Determining group membership of that account Once the account is validated the server determines group membership For more information on the process and hierarchy of the groups refer to the Identifying the Security Checking Process section 3 Caching membership profile Once the group and tag membership are determined it is cached for the connection and not looked up again If users are added to or deleted from a group the cache is not updated NOTE The cache information is per connection and not per IP address In other words it is cached per application and not per system 95 Proficy Historian Getting Started Identifying the Security Checking Process The following figure details the security checking process 96 Implementing Historian Security Establish a i Connection Valid User No No Access Rights Yes Connection Established Does a System Done all Arama ne Administrators group o fl ACCESS 9 exbt Granted Yes Done all Are you a member o Yes e Access this group Grant
65. odes in a network or you can install all components on a single computer Since the Historian API is the basic building block for connectivity all Historian functions including data collection administration and data retrieval use the Historian API You can connect the Historian API to a local Historian Server in the same manner as to a remote Historian Server by simply providing the name of the server This name must be the Computer Name or IP Address of the target Historian Server and the server must have TCP IP connectivity If you use the Computer Name of the server rather than the IP 13 Proficy Historian Getting Started Address the IP Address must be available to the client through DNS a WINS server or through the local host table It is recommended that you install the Historian Server on a central dedicated server as shown in the Typical Historian System figure Next install data collectors on each data source and point them back to the central Historian Server by specifying the appropriate server Computer Name Install a separate data collector for each type of collection interface used in your system Observe the following constraints when you install collectors iFIX Collector File Collector Simulation Collector Calculation Collector or Server to Server Collector install only one collector of each type per computer OPC Collectors install only on a computer where the OPC Server is running locally You
66. optimize the virtual memory paging file for Historian in Windows 1 Double click the System icon in the Windows Control Panel 2 Open the Performance Options e On Windows XP or Server 2003 click the Advanced tab under Performance click Settings In the Performance Options dialog box click the Advanced e On Windows Vista Windows 7 or Windows Server 2008 click Advanced System Settings In the left pane On the Advanced tab under Performance click Settings In the Performance Options dialog box click the Advanced Tab 3 In the Virtual Memory group box select Change 4 In the Initial Size field enter a value equal to three times your physical memory 5 In the Maximum Size field enter a value equal to three times your physical memory 6 Select Set Ta Click OK to save the changes and exit the dialog box NOTE If the paging file is set to grow dynamically your system may experience severe performance problems during run time To ensure optimal performance be sure that the Initial Size and Maximum Size of the paging file are the same so that the paging file does not grow dynamically For more information on creation and sizing of Windows paging files refer to the Microsoft Windows Help 34 Setting up the Historian Environment Using a Remote SQL Server If you have chosen to connect Historian to a remote SQL Server you must ensure the following conditions are met D The Historian Alarm Archiver service must be r
67. or Logon TRUE 91 Proficy Historian Getting Started Security Domain lt your domain gt Group Server 01 Use ADSI calls FALSE NOTE You must run the DataArchiver under an account with domain administrator privileges to use Active Directory Services Interface either temporarily or permanently The following procedures provide guidelines for configuring the DataArchiver to use Active Directory Services Interface ADSI calls Creating a registry key and turning on the UseADS ICalls 1 From the Start menu select Run and then enter Regedit Open the following key folder HKEY_LOCAL_MACHINE SOFTWARE Intellution Inc Historian Services DataArchiver Add a new DWORD value Enter the name UseADSICalls and select Base as Decimal In the Value data field type 1 Click OK Close the Registry Editor and configure the DataArchiver service to run as domain administrator Configuring the DataArchiver service to run as domain administrator 1 92 In the Control Panel double click the Services icon In Windows Vista and Implementing Historian Security Server 2008 open Administrative Tools from the Control Panel The Services dialog box opens Right click the Historian DataArchiver service and select Properties Click the Log On tab and then select the Log on as This account to log on special account Click the Browse button and select the user account In the Password and the Confirm password
68. orian Data LogFiles The help files get installed to C Program Files Proficy Proficy Doc 1033 Historian Proficy Historian Server supports 64 bit environment For a 64 bit environment this support covers the native 64 bit Historian server You can also install Historian Collectors Client tools APIs Non Web Administrator and Web Administrator on 64 bit Windows operating systems but Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit applications on a 64 bit Windows operating system using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server 59 Proficy Historian Getting Started On a 64 bit Windows Operating System e The default destination folder for a 64 bit Historian Server is C Program Files Proficy Proficy Historian x64 Server directory e The default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory e The default archives log files and buffer files get installed to C Proficy Historian Data e The help files get installed to C Program Files Proficy ProficyDoc 1033 Historian When you are upgrading Historian 3 5 or earlier and if you did not remove the archives ensure you direct the new Historian to the previous install folder for example C Program Files GE Fanuc Proficy Historian Archives so that the Historian inst
69. ou choose to uninstall make sure that you remove all Historian SIMs before uninstalling the old Historian product If you uninstall the old Historian product you do not need to remove any Historian archives unless you want to When you use the Windows Add Remove Programs wizard to uninstall Historian a message box appears asking if you want to remove the archives If upgrading select the Do Not Delete Archives and Continue option and click Next to continue with the uninstall 58 Installing Historian Software Installing the new Historian Product If you chose to uninstall Historian first make sure you restart your computer before installing the new Historian For the steps on how to install Historian refer to the section at beginning of this chapter Installing Historian Software NOTE If you have uninstalled a previous version of Proficy Historian and did not remove the archives ensure you direct the new Historian to the previous install folder for example c Program Files GE Fanuc Proficy Historian Archives so that the Historian install program will find the existing archives and configuration file The default installation folder will now reflect the new Proficy name By default Proficy Historian 4 0 installs to C Program Files Proficy Proficy Historian The archives log files and buffer files get installed to these locations C Proficy Historian Data Archives C Proficy Historian Data BufferFiles C Proficy Hist
70. owing topic H OPC Alarm and Event Collector Viewing Historian Values and Time Stamps in an iFIX 115 Proficy Historian Getting Started Chart When viewing an iFIX chart set the interval time to a fine granularity to ensure that you will see Historian values and Time Stamps when you zoom in on the chart Importing the Historian Toolbar into iFIX You must import the Historian toolbar into the iFIX WorkSpace after you have successfully installed Historian 116 Using Historian with iFIX To import the toolbar 1 Open the iFIX WorkSpace Select Toolbars from the WorkSpace menu The Toolbars dialog box appears Select WorkSpace from the Owners list Click the Customize button The Customize Toolbars dialog box appears Click the Import button The Import Toolbars dialog box appears Select Historian from the Toolbars list Click the Import button to import the Historian Toolbar Click the Close button The Customize Toolbars dialog box closes and the Historian Toolbar appears in the iFIX WorkSpace NOTE The Configure Historian Servers toolbar in the WorkSpace specifies the location of historical data retrieval for the WorkSpace not the location of the historical data storage You can view retrieve data stored on these listed servers while you select a pen for a chart display The Configure Historian Servers dialog also determines where HDA programs and historical ODBC retrieve data from which is always the default se
71. pplies setting local groups on a Windows XP Professional with Service Pack2 or 3 32 bit Windows Vista 32 bit and 64 bit Windows Server 2003 2008 and 2008 R2 or Windows 7 32 bit and 64 bit To create a new local group 1 Open the Control Panel 83 Proficy Historian Getting Started 2 Double click the Administrative Tools icon Double click the Computer Management icon The Computer Management console opens Select Groups from the Local Users and Groups folder in the system tree From the Action menu select New Group The New Group dialog box appears Enter the Historian Security Group name in the Group Name field For a list of available Historian Security Groups and their functions refer to the Historian Security Groups section IMPORTANT You must enter the Historian Security Group name exactly as it appears The security groups are case sensitive Optionally enter a description of the Historian Security Group in the Description field Click Create Click Close Adding Users to a Windows Security Group Before adding users to your group you must first add your users to the Windows system For more information on adding users refer to the Users Overview section of the Windows 2003 or XP Professional SP3 online Help To add a user to a group 1 84 Open the Control Panel 10 Implementing Historian Security Double click the Administrative Tools icon Double click the Compu
72. query then return all data samples within that interval A filtered data query however will allow you to specify a condition to filter the results by as well as calculation modes to perform on the returned data Filtered data queries are performed on the Historian server For example a filtered data query is useful when trying to retrieve all data for a specific Batch ID Lot Number or Product Code and for filtering data where certain limits were exceeded such as all data where a temperature exceeded a certain value Rather than filtering a full day s worth of process data in the client application you can filter data in the Historian archiver and only return the matching results to the client application The result is a smaller more relevant data set You can use filter criteria with raw interpolated and calculated sampling modes You cannot use it with current value sampling The logic of selecting intervals is always 106 Retrieving Data from Historian interpolated even when the data retrieval is raw or calculated The value that triggers a transition from false to true can be a raw value or interpolated value For Historian you can use filtered data queries when retrieving data from the following applications e Excel Add In H OLE DB Provider SDK programs You can also use filtered data queries with other applications such as the Proficy Real Time Information Portal event chart You cannot use a filtered data query in
73. rchive value that triggered the True condition and leading up to the timestamp of the archive value that triggered the False condition The type of comparison to be made on the filter comparison value Equal Filter condition is True when the Filter Tag is equal to the comparison value EqualFirst Filter condition is True when the Filter Tag is equal to the first comparison value EqualLast Filter condition is True when the Filter Tag is equal to the last comparison value Filter Comparison Value Retrieving Data from Historian NotEqual Filter condition is True when the Filter Tag is NOT equal to the comparison value LessThan Filter condition is True when the Filter Tag is less than the comparison value GreaterThan Filter condition is True when the Filter Tag is greater than the comparison value LessThanEqual Filter condition is True when the Filter Tag is less than or equal to the comparison value Greater ThanEqual Filter condition is True when the Filter Tag is greater than or equal to the comparison value Alarm Condition Specifies an alarm condition to filter data by For example Level Alarm SubCondition Specifies an alarm sub condition to filter data by For example HIHI The Filter Comparison Mode defines how archive values for the Filter Tag should be compared to the Filter Value to establish the state of the filter condition If a Filter Tag and Filter Comparison Va
74. re a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color graphics monitor and a 100 IBM compatible 24 bit graphics card capable of 800x600 resolution and at least 16 million 16 777 216 colors Two button mouse or compatible pointing device such as a touch screen NOTE There are risks associated with using a Compact Flash or a similar device as a Primary drive in the Windows XP Embedded environment with the Proficy Historian product and your production data These types of devices have a lifetime associated with them regarding the number of writes the device is capable of over a lifetime As such storing production data on such a device may result in lost data over the long term If the system has a physical drive and not a Compact Flash or a similar device the production data is affected by this risk Setting up the Historian Environment Recommended Historian Server Configurations on Windows XP Embedded Disk Size required Historian 4 0 Server Processor X86 based Intel processors Type including Intel x86 and Pentium CPU Speed Ghz Storage Type Internal SATA Drives Years of data online Single Dual Quad 2 4 25 Proficy Historian Getting Started Software Requirements The minimum Historian software requirements are 26 One of the following operating systems with latest service packs or revisions Windows 7 Professional 32 or 64 Bit Windo
75. rian DVD and run the Historian Install program The Historian Install Wizard appears 2 Select the Administrative Web Site requires IIS 4 0 or greater option in addition to any previously installed components The Historian Server and Historian Client options are automatically selected NOTE If you are re running the Historian install do not unselect previously installed components as they will be removed from the Historian installation 3 Proceed through the installation screens Connecting to the Historian Web Administrator You must have IIS installed before attempting to install the Historian Web Administrator Refer to the Installing Internet Information Server IIS section for more information NOTE When you are using Historian 4 0 on a 64 bit operating system you must configure IIS to run 32 bit applications on 64 bit Windows Refer to the Configuring IIS to Run 32 bit Applications on 64 bit Windows IIS 6 0 topic for more information To connect to the Historian Web Administrator follow these steps 1 Open your browser and for the URL type in http SER VERNAME Historian where SERVERNAME is the computer name running IIS 2 When the login dialog appears enter a valid username password and domain if any for the Historian Server and click OK The Historian Administrator Main screen appears 47 Proficy Historian Getting Started Installing Historian Non Web Administrators You can install an Histori
76. rity feature This option provides installations concerned with the FDA s 21 CFR Part 11 regulation or any site interested in added security or tracking the ability to require a signature and password every time a change in data or configuration is requested For more information on the Electronic Signature and Electronic Records feature refer to the Using Historian in a Regulated Environment section of the Using the Historian Administrator manual Whether or not you use Historian security make sure that you disable Guest accounts on your computer to limit access to valid Windows user accounts Protecting Your Process If you want to restrict access to Historian archives files and tags or protect your data files from unauthorized changes you can enable Historian security Using security is optional and is disabled by default By enabling security you can restrict access to the following e Modifying data using the Excel Add In e Updating security for individual tags or groups of tags 70 Implementing Historian Security e Creating modifying and removing tags Tag protection adding modifying removing and so on can be applied at a global level to all tags or at the individual tag level Refer to Inplementing Tag Level Security for more information e Reading data in the iFIX Chart object Excel Add In and Migration Utilities e Writing data e Starting and stopping collectors Creating and deleting collectors e
77. rms and Events Historian Alarms and Events provides tools to collect archive and retrieve alarm and event data in Historian Refer to the Historian Alarms and Events manual for more information Historian Data Collectors Data Collectors are the interface between a data source and the data archiver They e Collect data using a specific acquisition interface such as iFIX EDA OPC Alarms and Events Machine Edition View OSI PI or OPC 1 0 or 2 0 e Perform first level data compression deadband update by exception D Buffer data store and forward whenever a server connection is lost Refer to the Historian Data Collectors manual for more information Historian File Collector File Collectors import CSV or XML files into Historian The files can contain data tagnames or other configuration information and messages that you can import with a File Collector Refer to the Historian Data Collectors manual for more information 10 Overview of Historian Historian Server An Historian Server performs the following tasks Manages all system configuration information Manages system security audit trails and messaging Services write and read requests from distributed clients Performs final data compression Manages archive files Historian Administrator An Historian Administrator provides a graphical user interface for performing Historian maintenance functions including Tag configuration Maintaining and b
78. rver Using the Toolbar Buttons Use the Change Historian button left most button on the toolbar to switch to Historian mode to browse tags and retrieve data from your Historian Server 117 Proficy Historian Getting Started Formatting OPC Tags Containing Special Characters After selecting an OPC tag in the Expression Builder you must add single quotes to the pen list in order to handle special characters For example Hist nodel Data Point Int2 Hist nodel Data Point Int2 If a single quote C or a backslash V is a literal part of the addressing string syntax e g HIST NODE1 MIXER LINE INT2 it must be preceded by a backslash V in order for the character to be passed to the server as part of the address HIST NODE1 N MIXERVLINE INT2 Filtering Tags Using THISNODE with Expression Builder If you configure an iFIX node to use Local Node Alias and then use for example MIXER as the node name you can use a filter such as M to return a list of all tags that start with M including THISNODE If you use T as a filter no tags will be returned because THISNODE is an alias not a real node name The iFIX Data Collector Several components of Historian such as the iFIX Data Collector work with iFIX The iFIX Data Collector uses the Easy Data Access EDA protocol to retrieve data from a running iFIX system The iFIX Install program automatically provides an iFIX node name to the iFIX Data Collector The default name i
79. s an administrator To run the installer as an administrator right click the InstallFrontEnd exe and click Run as administrator e You must have administrator privileges before using the Run as administrator Click the Historian Installer link A message box appears asking you to confirm the install Click Run to proceed The install program starts and the Welcome screen appears Click Next to proceed The License Agreement screen appears Click Yes to continue The Select Features screen appears Select the components that you want to install and then click Next The Windows Firewall screen appears Select Yes and then click Next If you choose to install the Alarm and Event Archiver then you must specify the SQL Server details and then click Next Refer to the Historian Alarm and Event SQL Configuration for more information on how to proceed The Choose the Program Folder screen appears Installing Historian Software 10 Accept the default destination folder or browse for a new location and then click Next The Choose the Log and Buffer Folder screen appears NOTES On a 64 bit Windows Operating System e The default destination folder for a 64 bit Historian Server is C Program Files Proficy Proficy Historian x64 Server directory e The default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory 11 Accept the default His
80. s iF Xnodename_iFIX If you browse tags the Data Collector retrieves every tag with a node name that matches the one you are browsing Refer to the Historian Data Collector manual for more information on Data Collector tag 118 Using Historian with iFIX configuration NOTE You can install only one iFIX Data Collector per computer The preferred way to start an iFIX Collector is to add the collector to the iFIX System Configuration Utility SCU list The collector then starts automatically whenever you start iFIX To add the collector to the SCU list open the Task Configuration dialog box in iFIX enter ihFixCollector exe in the Filename field and runasdos in the Command Line field and click the Add button IMPORTANT Stop the iFIX collector before attempting to modify selected iFIX or FIX database blocks and fields you want to be made available in a browse You can access the blocks and fields from the Configuration tab of the Collector Maintenance screen Historian and iFIX Chart Objects The iFIX chart object plots the last recorded value for pens using Historian tags if the data for those tags comes in from a data collector and the collector loses its connection to the data archiver Suppose you configure an iFIX chart object to auto update the historical data If the data collector loses its connection to the data archiver the 1FIX chart object flatlines at the last recorded value When the connection between the collector
81. server CIMPLICITY HMI AESvr 1 When prompted type in the name of the Historian server as the destination for archived data e OPC Alarms amp Events To collect data from an OPC AE server select 67 Proficy Historian Getting Started the OPC AE collector and when prompted select the name of the OPC AE server OPC Data To collect data from an OPC v1 0 2 0 server select the OPC Data collector and when prompted select the OPC data collector from the list provided Calculation To install a calculation collector select it from the list of options and when prompted type in the name of the Historian server as the destination for the calculated values Server to Server Select the Server to Server collector to collect data from one Historian server Source and store it on another Destination When prompted type in the name of both the source and destination Historians OSI PI Select the OSI PI collector to collect data from an OSI PI node and store it in the Historian Select the OSI PI Distributor to collect data from the Historian server and store it on an OSI PI node When prompted type in the name of the OSI PI and Historian servers Restart your computer if prompted to If your collector services are not configured for automatic start up manually start them 9 At the web based Administration client s run the Internet browser and enter the URL for your server When the Historian Administrator s
82. st use either Historian 4 0 full installer or Collectors only installer to upgrade NOTE If an individual component for example collectors only or client tools only or excel add in only of Historian 3 1 is installed on a machine then you must use either Historian 4 0 full installer or an individual component installer to upgrade Yes You can install Proficy Historian 4 0 Server on both 32 bit x86 systems and 64 bit x64 systems Historian 4 0 installer will automatically detect and install 32 bit or 64 bit Historian 4 0 Server based on system architecture No You can install Historian Collectors Client tools APIs Non Web Administrator and Web Administrator on 64 bit Windows operating systems but they work as a 32 bit application on a 64 bit Windows operating system using WoW64 mode Windows on Windows 64 bit Installing Historian Software Does Historian 4 0 support Yes one of the following 32 bit or 64 bit SQL 64 bit SQL server Server systems to configure alarm and event archiving e Microsoft SQL Server 2008 Standard Professional or Enterprise Edition Microsoft SQL Server 2005 Standard SP2 Professional SP2 or Enterprise Edition SP2 Microsoft SQL Server 2008 Express Does Historian 4 0 support No You must use one of the following 32 bit 64 bit SQL linked server versions of SQL Server to use Historian as a linked server Microsoft SQL Server 2008 Standard Professional or Enterprise Edition
83. staller on the splash screen and proceed with the installation wizard If you plan to use Historian Web Administrators with your system you must first install Microsoft IIS Refer to Installing Internet Information Services section for the recommended installation procedure If you do not plan to use Historian Web Administrators you do not need to install IIS NOTE If you intend to run all components Historian Server Collectors and Client tools on a single computer click Historian Installer on the splash screen and proceed with the installation wizard IMPORTANT If you choose to install the Alarm and Event Archiver then you must restart your computer to complete the SQL Server Express 2008 and Plant Database installations To install the Historian Server 1 Log in to Windows with Administrator privileges Ensure that there are no Historian or GE Intelligent Platforms processes running and close any other programs that are running 2 At the computer you select as the server insert the Historian DVD The Historian splash screen appears 43 Proficy Historian Getting Started 44 NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed IMPORTANT e When you are installing Proficy Historian on Windows Vista Windows 7 Windows Server 2003 or Windows Server 2008 you must run the installer a
84. t is recommended to regularly back up all archives and tag configurations NOTE To determine the version of the server client and SDK click on the About link in the Historian Administrator Troubleshooting FAQ About Upgrading to Historian 4 0 61 Proficy Historian Getting Started How do I upgrade You can upgrade Historian 3 1 SP1 or above using Historian 3 1 SPlor above the Historian 4 0 full installer only to Historian 4 0 How do I upgrade You must un install the version earlier than Historian versions earlier Historian 3 1 SP1 and then install Historian 4 0 than 3 1 SP1 to Historian 4 0 How do I upgrade You must upgrade to Windows XP Professional Historian 3 0 or 3 1 which SP3 Windows Server 2003 SP 2 Windows Vista is installed on Windows SPI 32 bit Business Ultimate and Enterprise 2000 or Windows XP SP2 Windows Server 2008 32 bit or Windows 2008 operating system Server 64bit Edition WoW64 NOTE Historian is not supported on Windows 2000 or Windows XP operating system How do I upgrade You must un install Historian 3 0 or later which Historian 3 0 or later contains FIX32 and CIMPLICITY native which contains FIX32 and collectors and then install Historian 4 0 CIMPLICITY native collectors NOTE Historian 4 0 does not support FIX32 and CIMPLICITY native collectors How do I upgrade You must install Microsoft Excel 2003 or later and Historian 3 0 or 3 1 which uses Microsoft Excel 2000
85. tags Tag level security can override writes given to other Historian security groups Tag Admins can also browse collectors iH Tag Admins are not responsible for setting Tag Level Security This task can only be performed by an iH Security Admins For more information on setting Tag Level Security refer to the Implementing Tag Level Security section iH Archive Admins Allowed to create modify remove backup and restore archives iH UnAudited Writers Allowed to write data without creating any messages iH UnAudited Logins Allowed to connect the DataArchiver without creating login successful audit messages iH Audited Writers Allowed to write data and to produce a message each time a data value is added or changed Tag archive and collector changes log messages regardless of whether the user is a member of the iH Audited Writers Group iH Readers Allowed to read data and system statistics Also allowed access to Historian Administrator 73 sunupy IPAO H oT sIoje nsturupy UPIIO STH AAS UI ppvw DO e SBR IWAN sunupy SIIM SIIM surupy sunupy Apay SIapeat pajipny payipnyun Ajimoas SeL H H H H H H uonounq sdno19 Ajunoas ueuo siy uraysAs Ajumoos mok UT outjop pue 3319 0 poou noA sdnois 1rasn Jo sod4 yorym AJnuapi 0 Smo oj jeun AIP Aimoos Y aspn Sub dnoj5 UBLIO SIH AWINIIS Uero s1H sunuowo du 75 214 AAS U PPV IERT sIoje nsturupy ULIIOJSIH
86. tall the source software If you have added new source software since installing Historian you must re run the Historian install Keep currently installed components checked when reinstalling Historian Some components may be restarted when installing new data collectors If you are installing all system components on a single computer run the single step installer Historian Installer on that computer only If you plan to use multiple computers as server data collector administrator and other clients run the respective installer Historian Server Historian Collectors or Historian Clienttools on each computer to install the specific components needed for that computer If you are installing system components on a machine with any previous Historian components installed the Install program automatically detects the already installed components and displays those items as checked in the components screen Select the new components in addition to the already installed components and continue through the 42 Installing Historian Software upgrade Installing the Historian Server You can install Proficy Historian 4 0 Server on both 32 bit x86 systems and 64 bit x64 systems Historian 4 0 installer will automatically detect and install 32 bit or 64 bit Historian 4 0 Server based on system architecture NOTE If you intend to run all components Historian Server Collectors and Client tools on a single computer click Historian In
87. ter Management icon Select Groups from the Local Users and Groups folder in the system tree Select the group to which you want to add users From the Action menu select Properties The Users Properties dialog box appears Click the Add button Select the users or groups to add from the listed users or enter the names of the users or groups you want to add in the bottom field Click the Add button TIP To validate the user or group names that you are adding click the Check Names button When you have added all users to the group click OK To add a local user 1 Verify object types is Users or Groups Verify the From This Location setting is your local machine Click Locations to specify the local machine if required Click the Advanced button 85 Proficy Historian Getting Started 4 Click Find Now 5 Select the users or groups to add from the listed users or enter the names of the users or groups you want to add in the bottom field 6 Click the OK button in the Advanced dialog 7 Click the OK button in the Select Users dialog 8 Click the OK button in the group properties dialog To Add a Domain User 1 Verify object types is Users or Groups 2 Verify the From This Location setting is your windows domain a Click Locations to specify the domain if required b Select Entire Directory or the specific domain underneath Entire Directory c Click OK 3 Click the Advanced button 4 Click
88. the iFIX historical tag naming convention Historian does not support the installation of collectors or servers on Terminal Server machines running in application server mode Using Historian with iFIX Using iFIX drivers with Historian If you are running iFIX in your Historian environment you can use any iFIX driver version 6 X or 7 X Historian uses data from the iFIX process database therefore once the driver brings the data into the Process Database PDB it is available to Historian via EDA and the iFIX Collector Collecting iFIX Alarm and Event Data Historian supports Alarm and Event collection from an iFIX server To configure the iFIX AE collector to start automatically when iFIX starts add the iFIX AE collector to the list of startup tasks in the System Configuration Utility SCU To add the collector to the SCU list open the Task Configuration dialog box in iFIX enter ihJFIXAECollector EXE in the Filename field and runasdos in the Command Line field and click the Add button NOTES e After starting the iFIX AE collector you will need to use the Historian administration tool to link it to its associated iFIX data collector e If ItemIDs are not being collected and you see an entry in your log file that says Alarm Item IDs Will Not Be Collected CV Vendor Attribute Not Found you must increase the Delay Collection at Startup sec value in the collector s configuration For more information refer to the foll
89. tion equipment or software Trademarks 2010 GE Intelligent Platforms Inc All rights reserved Trademark of GE Intelligent Platforms Inc All other brands or names are property of their respective holders Any other trademarks referenced herein are used solely for purposes of identifying compatibility with the products of GE Intelligent Platforms Inc Notice GE Intelligent Platforms Inc reserves the right to make improvements to the products described in this publication at any time and without notice We want to hear from you If you have any comments questions or suggestions about our documentation send them to the following email address doc ge com Table of Contents Getting Started with Historiansa nessa ioien ei na E a E E a RE a e 1 Reference Documents iire iranis eneeier erio tariei Ed dee 1 What s New in Historian A0 2 64 bit Data Archiver support 2 Improved Scalability nni a SES et Ee EA 3 Microsoft Windows 7 support 3 M x imum Archive zg saa eke vit Eege e a a e a a anicais 3 Voulme Shadow Copy Bervieeg 3 Tas EE 4 Pre cr ated Archive ys venticths esent E EEE E ewe Eer ka ou EE ka Meni Ae 4 Improved Dynamic Archive Caching ceesescseeeceseeeeesecseeeeceeeeceaeeeesaesaeeseenees 4 Improved Disk Cache Management 4 Improved checks for disk space availability ee eesecseesecseeeecneeeeceseeeeesecseeeeenees 5 Overview Of Historian serna O E EE N EE 6 System Components iiss a ana E ae eg
90. tions 5 In the Read Group Write Group or Administer Group field select the security group that you wish to assign to the tag from the drop down list The drop down list automatically lists all security groups that are defined in your Windows security environment 98 Implementing Historian Security For example if an iH Security Admins user selects a tag and chooses power users from the Read Group drop down list in addition to members of the iH Security Admins group only a member of the power users group will be able to read data for that tag Even a member of the iH Readers group will not be able to access data for that tag unless they are also defined as a member of the power users group 99 Retrieving Data from Historian After data collection the Historian Server compresses and stores the information in the Archive Database Any client application can retrieve archived data through the Historian API The Historian API is a client server programming interface that maintains connectivity to the Historian Server and provides functions for data storage and retrieval in a distributed network environment You can retrieve data from Historian using one of the following e iFIX CIMPLICITY e Excel Add In e Custom SDK Applications OLE DB Sampling and calculation modes are used on retrieval of data that has already been collected to the archive These modes do not effect data collection Some sampling modes are suite
91. torian Log files and Buffer files folder or browse for a new location and then click Next The Choose the Archive Folder screen appears NOTE Historian now creates Log files and Buffer files folder inside Data Archives and Configuration folder by default CNProficy Historian Data 12 Accept the default Historian Archives folder or browse for a new location and then click Next The Configuration Review screen appears 13 Click Next 14 Select Yes I want to restart my computer now and then click Finish to complete the installation Log Files Created After You Start Historian for the First Time When you start collection the Historian Server creates an archive It places archive files in the Archives folder specified during installation By default this is C Proficy Historian Data Archives on both 32 bit and 64 bit Windows operating system All files with the IHA extension are Archive data files The file with the IHC extension contains configuration information 45 Proficy Historian Getting Started The archiver and collectors place log files in the Logfiles folder By default this is C Proficy Historian Data LogFiles on both 32 bit and 64 bit Windows operating system The Archiver produces two log files a DATAARCHIVER XX LOG file and a DATAARCHIVER SHW file Each collector also produces two log files For example the Simulation Collector produces these files SimulationCollector 01 log and SimulationCollector shw Yo
92. u can view log files using Notepad or any other text editor The LOG file shows events warnings and errors produced by the Archiver during operation the SHW file shows current configuration information that applies to the Historian Server Installing the Historian Web Administrator Installing the Historian Web Administrator allows users from any computer with Microsoft Internet Explorer v6 0 or 7 0 installed to access the Web Administrator IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server You must have IIS installed before attempting to install the Historian Web Administrator Refer to the Installing Internet Information Server IIS section for more information NOTE When you are using Historian 4 0 on a 64 bit operating system you must configure IIS to run 32 bit applications on 64 bit Windows Refer to the Configuring IIS to Run 32 bit Applications on 64 bit Windows IIS 6 0 topic for more information To install the Historian Web Administrator 1 At the Windows XP Professional SP3 Windows Vista SP1 32 bit Ultimate enterprise and business editions Windows Server 2003 SP2 or Windows Server 46 Installing Historian Software 2008 32 bit computer you select as the server insert the Histo
93. un on a user account that has privileges to log into the SQL Server using Windows Authentication H The remote connections for SQL Server 2005 Express or SQL Server 2005 Developer Edition must be enabled For more information about enabling remote connections refer to Microsoft s website http support microsoft com kb 9 14277 D The Default Backup Path found on the Archive screen must be a shared directory that is accessible to both the Historian Data Archiver and the remote SQL Server It is recommended that this shared directory be placed on the same computer as the Historian Data Archiver service 35 Installing Internet Information Server IIS For an Historian Web Administrator client to communicate with the Server you must install Microsoft Internet Information Server IIS on the Server IMPORTANT You must install IIS before installing Historian Installing Internet Information Services To install IIS on Windows XP Professional SP3 or Windows XP Embedded 1 Open the Control Panel 2 Click Add Remove Programs 3 Click Add Remove Windows Components 4 Select Internet Information Services IIS 5 Click the Details button The Details dialog box appears 6 Select the Internet Information Services Snap In and World Wide Web Server options Te Click OK 36 10 Installing Internet Information Server IIS Click Next to proceed to the Configuring Components phase When prompted insert the Windows XP Profess
94. uring DataArchiver to use Active Directory Service Interface By default the DataArchiver tries to enumerate all the available domain controllers during startup If a Primary or Backup Domain Controller cannot be located when the Historian DataArchiver service starts access to Historian is denied to all users Also when you have domain controller machines spread across a wide area network WAN you may find that logins are successful but slow With the Active Directory Support feature you can configure the DataArchiver to use a different set of Windows calls called Active Directory Services Interface ADSI when using Historian security Configuring the DataArchiver to use Active Directory Services Interface ADSI allows you to 1 Login to the Historian even if the DataArchiver is unable to enumerate any domain controllers during the DataArchiver startup 2 Access a Backup Domain Controller if a Primary Domain Controller is not available temporarily or permanently You should configure the DataArchiver to use Active Directory Services Interface ADSI only when the DataArchiver fails to enumerate domain controllers You can determine if a DataArchiver is able to locate a domain controller by viewing the dataarchiver shw log file In the dataarchiver shw log file If Group Server 01 is empty then the DataArchiver is unable to locate a domain controller Security Settings Group Mode GLOBAL Use Client Windows User f
95. usly installed Historian components and then click Next The Choose the Program Folder screen appears Accept the default destination folder or browse for a new location and then click Next The Historian Server Name screen appears NOTE On a 64 bit Windows Operating System the default destination folder for all 32 bit components such as collectors client tools and APIs is C Program Files Proficy Proficy Historian x86 directory Enter the Historian Server name to be used and then click Next The Configuration Review screen appears Click Next Select Yes I want to restart my computer now and then click Finish to complete the installation NOTE The collector will not appear in the Historian Administrator until after the collector has been started Installing the Historian Excel Add In You can install the Excel Add In on any client or server on which the API has been installed IMPORTANT Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit application on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server 51 Proficy Historian Getting Started NOTE If you intend to run all components Historian Server Collectors and Client tools on a single computer click Historian Installer on the splash screen and proceed with the installation wizard To install the Excel A
96. ve space H 40 GB shared SCSI hard drive RAID preferred e Two 100Mbit TCP IP compatible network interface adapters for network communication and certain I O drivers one for public network another for private network NOTE The configuration of each server added to the cluster must be identical to the other servers in the cluster You determine the size of an Historian Server as a function of the number of tags from which data is collected the rate of alarm and event collection and how often you intend to collect the data and how much data you want to keep online The number of tags is an indicator of the number of concurrent users likely to access the system The primary factor is server memory requirements CPU load is a secondary factor If the number of concurrent users is significantly different from the suggested guidelines adjust server memory size accordingly Use the following parameters to determine the size of the Historian Server 20 Setting up the Historian Environment Recommended Historian Server Configurations Tags lt 10K 10K to 100K 100K to 1 Million 1 Million to 2 Million Disk Size 80GB 160GB 1TB 4TB required Historian 4 0 32 bit 64 bit Server Processor Xeon or Intel Core Duo x86 Xeon or equivalent Type 64 family or equivalent CPU Speed 2 4 2 8 Ghz Operating Windows 7 32 bit or Windows Server 2008 R2 64 bit System Windows Server 2008 32 bit Storage Type Internal SATA Drives Stora
97. ver you can read and write data from a 64 bit Historian Server Set up the network adapters and network software required for each computer Install the Hardware Key on your Historian Server node only Refer to the section Installing the Hardware Key for instructions on attaching the key to your computer Disable the Guest account in Windows security if you want to limit authentication to known Windows users only Hardware Requirements For Historian Servers the minimum hardware requirements are An Intel Core or Xeon 2 4 GHz or 2GHz Core Duo or equal AMD CPU with minimum 2 GB RAM for a 32 bit Historian Server and 4 GB RAM for a 64 bit Historian Server A DVD drive 100 MBit TCP IP compatible network interface adapter for network communication and certain I O drivers 80 GB free hard drive space for the data archives message files buffer files and log files used by the system For Data Collector nodes the recommended minimum hardware requirements are A Pentium 4 based 2 0 GHz or better computer with 1 GB RAM 19 Proficy Historian Getting Started e 40 GB of free hard drive space to store buffered data e A DVD ROM drive e TCP IP compatible network interface adapter for network communication and certain I O drivers For the Microsoft Cluster service the minimum hardware requirements are e An Intel Core or Xeon 3GHz or 2GHz Core Duo or equal AMD CPU with minimum 4 GB RAM e 80 GB of local free hard dri
98. with Historian Improved Scalability Proficy Historian now supports up to 2 Million tags with a sustained data write rate of 150 000 samples per second that is 9 Million events per minute For more information refer to the Hardware Requirements topic in the online help to determine the size of the Historian Server Microsoft Windows 7 support You can run Historian 4 0 on Windows XP Embedded Windows 7 or Windows Server 2008 R2 operating systems For more information refer to the Installing the Historian Server topic in the online help Maximum Archive Size Proficy Historian now supports maximum Archive Size of 64 GB per archive For more information refer to the Adding Archives topic in the online help Archive Backup and Restore using Volume Shadow Copy Services Proficy Historian now supports using Windows Volume Shadow Copy Services which is faster backup technology to quickly backup and restore large archive files Using the Volume Shadow Copy Services you can backup and restore large archives reliably and quickly in a short period of time without affecting the data collection Windows Backup uses Volume Shadow Copy Service VSS and block level backup technology to back up and recover files quickly For more information refer to the Backing Up an Archive using Volume Shadow Copy Service topic in the online help Proficy Historian Getting Started Tag Rename Historian now allows you to modify or update tag names You
99. ws Vista Professional 32 or 64 Bit Windows Server 2003 32 or 64 Bit Windows Server 2003 R2 32 or 64 Bit Windows Server 2008 32 or 64 Bit Windows Server 2008 R2 Windows XP Professional SP3 32 or 64 Bit Windows XP Embedded 32 Bit Oo oo oo OO NOTES e Historian 4Historian 4 0 Collectors Client tools APIs Non Web Administrator and Web Administrator work as a 32 bit applications on 64 bit Windows operating systems using WoW64 mode Windows on Windows 64 bit However you can read and write data from a 64 bit Historian Server e Windows Server 2008 32 bit or 64 bit and Windows Server 2008 R2 can be installed as either the Full or Server Core installation Proficy Historian 4 0 does not support on a Windows Server Core installation Internet Explorer v6 0 7 0 or 8 0 For systems with Historian Web Administrators Microsoft IIS Internet Information Server is required IIS is not required for Historian Non Web Administrators Network interface software for network communication The TCP IP network Setting up the Historian Environment protocol is required One of the following 32 bit or 64 bit SQL Server systems to configure alarm and event archiving o Microsoft SQL Server 2008 Standard Professional or Enterprise Edition o Microsoft SQL Server 2005 Standard SP2 Professional SP2 or Enterprise Edition SP2 o Microsoft SQL Server 2008 Express One of the following 32 bit versions of SQL Server to use Historia
100. y animations from any selected time e Writing status information directly into iFIX tags so the health of the iFIX Collector can be monitored in real time within iFIX 113 Proficy Historian Getting Started Easy migration of iFIX Classic Historian Configuration and Data Easy migration of iFIX Alarm and Event Data Collection of iFIX Alarm and Event Data NOTE You can plot any collected data not just iFIX Collector data Please be aware of the following when using Historian with iFIX 114 You must install iFIX before installing Historian if you want to install the iFIX Collector If you attempt to install Historian on a machine without iFIX installed and select the 1FIX Collector under the Select Components a message appears stating that iFIX is required on this node to install the iFIX Collector You must install the iFIX Alarm amp Event server before installing the iFIX AE Collector from the Historian installation and setup program You must manually import the Historian Toolbar into the iF X WorkSpace after you have installed Historian Refer to Importing the Historian Toolbar into iFIX for more information In working with iFIX be aware that the Historian user owns the archive process and that Historian security is independent of iFIX security If you attempt to use the iFIX Chart Group Wizard to add Simulation or OPC tags you will receive an error The Chart Group Wizard only supports iFIX Historian tags that use
101. y into the appropriate domain After the list of Domain Controllers has been established the Historian Server will use that list to query for Security Group Membership on an as needed basis If at any time a request for Group Membership information is made and the Primary Domain Controller is not available Historian selects the first Backup Domain Controller and attempts the same request If a Backup Domain Controller successfully responds to the request the process of querying for Group Membership can stop Otherwise Historian will attempt to query Group Membership information from the next available Backup Domain Controller If no Backup Domain Controller successfully responds access to the system is denied 87 Proficy Historian Getting Started Changing security group configuration from Local to Domain or vice versa requires that the Historian Data Archiver service be restarted for the change to take effect Creating Security Groups in Windows 2003 Controller To create a new Global security group in a Windows 2003 Domain 1 Double click the Administrative Tools Icon in the Control Panel The Administrative Tools dialog box opens 2 Double click the Active Directory Users and Computer icon The Active Directory dialog box opens 3 In the Active Directory Tree display select Users 4 Right click on Users to display the right click menu 5 Select New and click Group from the right click menu The New Object Group dialog

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