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Historian Getting Started

1. 59 S sampling modes Calculated beu 59 CurrentValue cene 59 Interpolated esses 59 L b iie oi Sed SLi a ete 59 RawByNumber ees 59 RawBy TiM ennnen anha 59 Menda ve meet eee 59 sampling modes n 59 security checking process eessss 56 creating a strategy 37 establishing your rights 55 OVELVIEW eee ide ees 36 protecting your process e 36 security groups ceeeeenrene 38 setup example sse 45 tag level security esssss 57 SeCUFIty csi dingue page 57 security groups adding users 48 archive administrators 38 audited writers eee 38 collector administrators 38 creating domain security groups 52 readers toe tee ts 38 TIghts eic e De PR PARE ES 39 security administrators 38 setting local groups in 48 setting local groups in NT 48 setting local groups in Windows 2000 1 eerte rere Res 48 setting up groups cseeeeeeee 47 tag administrators 38 unaudited writers sess 38 security groups eeeeeenennee 38 server functions performed 8 1nstalling i neis 27 SEVER cioe ree php triste e 27 setting up Historian
2. sessssss 14 software development kit described 9 starting non web Administrator 30 startup procedure overview 88 system architecture overview 10 U upgrading eene 33 WwW working with the iFIX Data Collector 77 93 94
3. 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 Value 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 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 68 Startup Procedure Overview 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 69 Proficy Historian Getting Started Time S
4. WwW e Se Se n t2 NY Oo c iii Proficy Historian Getting Started Setting up the Historian Environment Task Overview Hardware Requirements Software Requirements Compatibility Supported Regional Settings Time and Date Formatting Supported Data Types The Hardware Key Installing the Hardware Key Disabling Guest Accounts Optimizing Virtual Memory Using a Remote SQL Server Installing Internet Information Server IIS Installing Internet Information Services Installing Historian Software Installing the Historian Server Log Files Created After You Start Historian for the First Time Installing the Historian Web Administrator Connecting to the Historian Web Administrator Installing Historian Non Web Administrators Starting the Historian Non Web Administrator Installing Historian Data Collectors Steps to Install Data Collectors on the Same Computer as the Server Steps to Install Data Collectors on a Different Computer Installing the Historian Excel Add In Installing Historian SDK iv 14 14 15 18 18 19 20 21 22 22 23 23 24 25 25 27 27 28 28 29 29 30 30 31 31 32 32 Table Of Contents Uninstalling Historian and Historian System Components 33 Uninstalling Historian 33 Upgrading from a Previous Release 33 Uninstalling the old Historian Product 34 Installing the new Historian Product 34 Upgrading the Historian SDK 34 Interoperability of Historian Versions 35 Implementing Historian Security 36 Protecting
5. Administrators Write Data UnAudited Excel Add In SDK Write Data Audited Excel Add In SDK Read Data Chart Object Excel Add In SDK 41 Proficy Historian Getting Started Function iH iH Un iH iH Security Audited Audited Readers Admins Writers Writers Modify Data x Excel Add In SDK Update Security for Tag Excel Add In SDK Historian Administrators Migrate Migration Tools Function iH iH Archive Collector Admins Admins Create Tags Excel Add In SDK Historian Administrators File Collector 42 Implementing Historian Security Function iH Archive i Collector Admins Remove Tags Historian Administrators SDK File Collector Modify Tags Historian Administrators Excel Add In SDK File Collector Modify Archive Security e Historian Administrators e SDK Backup Archive Historian Administrators e SDK Restore Backup e Historian Administrators e SDK 43 Proficy Historian Getting Started Function iH Archive Admins Create Archive e SDK e Historian Administrators Start Stop Collector SDK Mission Control iFIX Historian Administrators Browse Collector Historian Administrators Read Data Chart Object Excel Add In e SDK Write Data UnAudited e Excel Add In e SDK Write Data Audited e Excel Add In 44 iH Collector Admins Implementing Historian Security Collector Modify D
6. 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 Modifying data using the Excel Add In e Updating security for individual tags or groups of tags e Creating modifying and removing tags 36 Implementing Historian Security Tag protection adding modifying removing an so on can be applied at a global level to all tags or at the individual tag level Refer to Implementing Tag Level Security for more information Reading data in the iFIX Chart object Excel Add In and Migration Utilities Writing data Starting and stopping collectors Creating and deleting collectors e 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 gro
7. Historian Administrator to a Server from an OPC Collector that has Configuration Changes set to Made After Collector Restart you will be able to see those tags in the iFIX Expression Builder You can add them to a chart for example but they have no collected data until you manually stop and restart the OPC Collector 86 Startup Procedure Overview Collecting data in an iFIX chart with Time Assigned By Source If you are retrieving data in an iFIX Chart from an Historian Server have set the Time Assigned by field to Source and have collectors running behind the Server time the chart will display a flatline up to the current time of the local machine Synchronizing the time on iFIX SCADA Servers and View Clients To ensure that acknowledgements are not lost or attributed to the wrong alarm synchronize the clocks on SCADA servers and iFIX View Client machines If the clocks are not synchronized alarms generated on the SCADA nodes and acknowledged on the iFIX View Client nodes could have significantly different timestamps You can synchronize the clocks using the NET TIME command Refer to the Windows Help system for more information 87 Proficy Historian Getting Started Startup Procedure Overview To install and start up Historian in the shortest possible time 1 88 Define your system architecture Decide what collectors to install on which nodes what computers to designate as the Historian Server and the Historian Admin
8. Install program The Historian Install Wizard appears 27 Proficy Historian Getting Started 2 Select Historian Server and click Next NOTE If you intend to run all components on a single computer select all components and click Next 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 Program Files GE Fanuc Proficy Historian Archives All files with the IHA extension are Archive data files The file with the IHC extension contains configuration information The archiver and collectors place log files in the Logfiles folder By default this is c Program Files GE Fanuc Proficy Historian Logfiles 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 You 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 v5 5 or higher inst
9. lost If the connection between iFIX and a remote Historian session is lost you may experience a 90 second delay in the iFIX Workspace Configuration environment chart or Expression Builder when accessing a pen associated with that Historian session In the Run Time Environment all pens in a chart disappear for 90 seconds when the session to a remote Historian session is lost even if they are associated with a local Historian server Starting iFIX when a remote Historian session is unavailable If you are using Historian with iFIX the iFIX Workspace attempts to connect to the Historian Server when it starts up If a remote Historian server is unavailable it may take one minute or longer for iFIX Workspace to display for each unavailable server Accessing Mission Control when a remote Historian session is lost If a remote Historian session is lost while you are accessing the HTC tab of Mission Control in the iFIX Workspace the HTC tab may blank out for a minute or longer Using the iFIX V2 6 chart with Historian domain security enabled If you have enabled Historian Domain Security in the Historian Administrator you will need to download the latest iFIX v2 6 SIM to use the iFIX Chart For more information on iFIX SIMs refer to http globalcare gefanucautomation com downloads sims or contact your local sales representative Accessing tags in the iFIX chart after setting OPC Collector to Made After Restart If you add tags in the
10. sharply such as a digital signal changing from 0 to 1 and should not be interpolated when retrieved from the archive CIMPLICITY Collector Redundancy Collector redundancy support in Historian 3 1 has been extended to include the CIMPLICITY collector Proficy Historian Getting Started Disable Auto Refresh of Alerts The Historian NonWeb Administrator now has the ability to disable auto refresh of alert messages on the main screen OLEDB Conversion functions Conversion functions have been added to the OLEDB query syntax to convert results from the variant data type See the OLEDB manual for more information 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 His
11. 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 22 Implementing Historian Security 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 When 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 lic
12. 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 47 Proficy Historian Getting Started Setting Local Groups in Windows NT b To create a new local group on a Windows NT machine 1 Open the User Manager Console from the Administrator Tools folder in the Start Menu In the User Manager Console select the user accounts you want to add to the new group Select New Local Group from the User menu Enter the appropriate Historian Security Group name in 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 new group in the Description field Click Add to add members to the local gr
13. 6 or higher 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 75 Proficy Historian Getting Started 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 server 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 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 backsla
14. Average 64 See the note in Minimum for additional information Displays the maximum value in a specified interval 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 value Displays the time stamp of the maximum value in a specified interval See the note in Maximum for additional information 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 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 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 Startup Procedure Overview StandardDeviation RawStandardDeviation determines a count from the collected rate Displays the arithmetic sum of raw values in a specified interval Displays the time weighted standard deviation of raw values for a specified interval Displays the arithmetic standard deviation of raw values for a specified interval Displays the amoun
15. DCOMCNFG The Distributed COM Configuration Properties dialog box appears Select the Default Security tab Click the Edit Default button in the Default Access Permissions section Click the Add button to add System and Interactive Groups if not present Click OK to return to the Distributed COM Configuration Properties dialog box Click the Edit the Default button in the Default Launch Permissions section Click the Add button to add System and Interactive Groups if not present Click OK to return to the Distributed COM Configuration Properties dialog box Click Edit the Default button in the Default Configuration Permissions section Click the Add button to add System and Interactive Groups if not present Click Apply and OK to close the DCOM configuration utility 6 10 11 Startup Procedure Overview Register Intellution OPC Server to run as a service a Ensure that the Power Tool and all clients are shut down b At the run prompt enter the following ABRdrv REGSERVICE Note that this text is case sensitive c Verify that the ABR OPC Server appears in the Services dialog box If it doesn t you may have entered it incorrectly Ensure that all client applications to the driver including the Power Tool are closed and the Services Dialog is closed If all client applications are closed try entering the string again Start the Server manually through the Services Dialog in the Control Panel Sta
16. Farpoint Spreadsheet v3 0 a third party ActiveX control If the install removes the SPR32X30 OCX file the iFIX WorkSpace reports a VBA compile error the next time you open the iFIX WorkSpace If you receive the compile error when you open the iFIX WorkSpace run the following command from the iFIX base path regsvr32 SPR32X30 0CX This command re registers the Farpoint Spreadsheet Using v7 x Drivers with Historian Consult the following topics for using the iFIX v7 x drivers with Historian Using Autocreate Using the Latched Data feature Running iFIX 7 x Drivers as OPC Servers Running iFIX 7 x Drivers as a service with Automatic Startup Using Autocreate IFIX 7 X drivers have an AutoCreate feature that automatically generates datablocks if an 1FIX Database or an OPC Collector requests them If you have enabled AutoCreate in an Intellution 7 X driver that you are using with Historian any datablock deleted from a group will be recreated by the next collector request To stop the recreation disable AutoCreate for the driver You cannot specify only iFIX AutoCreate 80 Startup Procedure Overview Using the Latched Data feature iFIX 7 X drivers running as OPC Servers have a latched data feature If you select this feature the driver continues to display the last known good value even when a connection to the process hardware is broken The Historian OPC Collector considers the latched values as bad data and does no
17. LM 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 1 second 2GB 10 second 2GB 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 17 Proficy Historian Getting Started Software Requirements The minimum Historian software requirements are Windows NT v4 0 with Service Pack 6 or later installed Windows 2000 Professional with Service Pack 2 or later Windows XP Pro or Windows Server 2003 Internet Explorer v6 0 or greater For systems with Historian Web Administrators Microsoft IIS Internet Information Server IIS is not required for Historian Non Web Administrators Windows 2000 or higher is required for the Alarm and Event archiver Network interface software for network communication The TCP IP network protocol is required SQL Server 2000 SP2 or greater required for Use Existing SQL Server option in alarm and event archiving configuration The Historian Excel Add In requires installation of Office 2000 Office XP or Office 2003 The Historian Web Administrator requires the Java Runti
18. Proficy Historian GETTING STARTED Version 3 1 Mar 2006 FANUC 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 Fanuc Automation Disclaimer of Warranties and Liability The information contained in this manual is believed to be accurate and reliable However GE Fanuc Automation assumes no responsibilities for any errors omissions or inaccuracies whatsoever Without limiting the foregoing GE Fanuc Automation 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 Fanuc Automation shall not be liable for any damages including special or consequential damages arising out of the user of such information equipment and software even if GE Fanuc Automation has been advised in advance of the possibility of such damages The user of the information contained in the manual and the software described herein is subject to the GE Fanuc Automation standard license agreement which must be executed by the buyer or user before the use of such information equipment or software Notice GE Fanuc Autom
19. Run as a Service check box 84 Startup Procedure Overview 15 Restart your computer 16 Verify that all services started and that data is being collected Troubleshooting iFIX and Historian Consult the following topics for troubleshooting iFIX and Historian Running iFIX as a service with Workspace listed in the SCU Task List iFIX Workspace delay when remote session is lost Starting IFIX when a remote Historian session is unavailable Accessing Mission Control when a remote Historian session is lost Using the iFIX V2 6 chart with Historian domain security enabled Accessing tags in the iFIX chart after setting OPC Collector to Made After Restart e Collecting data in an iFIX chart with Time Assigned By Source Running iFIX as a service with Workspace listed in the SCU Task List If you have configured iFIX to run as a service you should not have WORKSPACE EXE listed as a configured task in the Task Configuration dialog box of the SCU If WORKSPACE EXE is listed as a configured task it may lead to unpredictable results For example if you are also running Historian no servers will appear in the Server Name field of the Configure the Historian Server dialog box and you will not be able to browse Historian tags in the iFIX Expression Editor To rectify this remove WORKSPACE EXE from the list of configured tasks in the SCU 85 Proficy Historian Getting Started iFIX Workspace delay when remote session is
20. Your Process 36 Creating and Implementing a Security Strategy 37 Historian Security Groups 38 Historian Group Rights 39 Security Setup Example 45 Setting up Historian Security Groups 47 Setting Local Groups in Windows NT 48 Setting Local Groups in Windows 2000 or Windows XP Pro 48 Avoiding Unauthorized Access When Using Historian Security 51 Working with Domain Security 52 Creating Security Groups in Windows NT Domain Controller 52 Creating Security Groups in Windows 2000 Domain Controller 53 Using a Windows 2000 Domain Controller with a Windows NT Historian Server 54 Establishing Your Security Rights 55 Identifying the Security Checking Process 56 Implementing Tag Level Security 57 Retrieving Data from Historian 59 Sampling Modes 59 Proficy Historian Getting Started Calculation Modes Filtered Data Queries Overview of Filtered Data Query Parameters Example Filtered Queries in the Excel Add In Using Historian with iFIX vi Creating Historian Charts using Mixed Pens Using Historian with iFIX Using iFIX drivers with Historian Collecting iFIX Alarm and Event Data Viewing Historian Values and Time Stamps in an iFIX Chart Importing the Historian Toolbar into iFIX Using the Toolbar Buttons Formatting OPC Tags Containing Special Characters Filtering Tags Using THISNODE with Expression Builder The iFIX Data Collector Historian and iFIX Chart Objects Browsing iFIX Tags On Networked iFIX FIX32 Nodes Using the iFIX Expression Editor to
21. alled to access the Web Administrator k To install the Historian Web Administrator 1 At the Windows 2000 Professional or Server XP Pro or 2003 Server computer you select as the server insert the Historian CD 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 28 Implementing Historian Security NOTES 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 If you are using Windows NT it is recommended that you install the Historian Non Web Administrators Refer to Installing Historian Non Web Administrators for more information If you are re running the Historian install do not unselect previously installed components as they will be removed from the Historian installation Proceed through the installation screens Connecting to the Historian Web Administrator To connect to the Historian Web Administrator follow these steps 1 Open your browser and for the URL type in http SERVERNAME Historian where SERVERNAME is the computer name running IIS When the login dialog appears enter a valid username password and domain if any for the Historian Server and cli
22. alues e A tag is collected as unsolicited In this case we really do not know what the time interval is between collected values The deadband and or archive compression for a tag results in non evenly spaced collection intervals A tag is collected once per 8 hour shift but you want to see it displayed in 1 hour intervals with a linear slope between points 61 Proficy Historian Getting Started Calculated 62 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 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 1 day interval will return 730 values consisting of the 365 minimums and 365 maximums for each da
23. ata Excel Add In e SDK Update Security for Tag Excel Add In SDK e Historian Administrators Migrate Migration Tools 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 45 Proficy Historian Getting Started 46 For this example assume the following user needs in a plant of 14 users Power user Needs total access to security Read Write Data no messages Create modify and delete tags Backup restore and create archives Read Write Data no messages Create modify and delete tags Start Stop Collectors Backup restore and create archives USER9 Read Data 14 Add and define the iH Security Admins Group Added to Security Group iH Security Admins iH UnAudited Writers iH Tag Admins iH Archive Admins iH UnAudited 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 syst
24. ation reserves the right to make improvements to the products described in this publication at any time and without notice 2006 GE Fanuc Automation All rights reserved Microsoft is a registered trademark of Microsoft Corporation Any other trademarks herein are used solely for purposes of identifying compatibility with the products of GE Fanuc Automation CIMPLICITY is a registered trademark of GE Fanuc Automation Portions of this software are copyrighted by DataDirect Technologies 1991 2006 We want to hear from you If you have comments questions or suggestions about our documentation send them to the following email address doc gefanuc com Table Of Contents Getting Started with Historian Reference Documents What s New in Historian 3 1 File Collector Alarm and Event Support Export and Import Alarms from the Excel Add In Held Point Included in Queries OPC Subqualities StepValue Tag Property CIMPLICITY Collector Redundancy Disable Auto Refresh of Alerts OLEDB Conversion functions Overview of Historian System Components Historian Alarms and Events Historian Data Collectors Historian File Collector Historian Server Historian Administrator Excel Add In Historian SDK Historian Migration Tools Understanding the System Architecture iFIX Implementation Guidelines Historian Alarm and Event Archiving Historian Web Administrators vs Non Web Administrators O O o 00 WON NN tA 4 HBP WW W Ww W
25. 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 iHistorian so that the Historian install program will find the existing archives and configuration file 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 34 Implementing Historian Security Interoperability of Historian Versions Interoperability guidelines for Historian versions include Historian Collectors below v3 1 can write to Historian v3 1 Archivers Historian Clients below v3 1 can retrieve data from Historian v3 1 Archivers Historian v3 1 Clients can retrieve data from Historian Archiver below v3 1 Historian v3 1 Collectors cannot write to Historian Archivers below v3 1 An SDK program built on an Historian v3 1 node does not run on an Historian below v3 1 An SDK program that you created in Historian below v3 1 must be rebuilt on the Historian v3 1 computer if you want to run it on the v3 1 computer In general it is recommended that you use consistent versions of client and server applications If you do us
26. ck OK The Historian Administrator Main screen appears Installing Historian Non Web Administrators You can install an Historian Non Web Administrator on any node that connects to the Server through an Historian API k To install an Historian Non Web Administrator 1 2 Insert the Historian CD and run the Historian Install program When the Install Wizard appears select the Historian Administrator option in addition to any previously installed Historian components and then click Next 29 Proficy Historian Getting Started 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 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 3 1 2 Select Historian Administrator to open the application As an alternative you can create a shortcut and start Historian from a desktop icon 3 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 functi
27. d data FIX32 Select the Historian FIX32 Collector to collect data When prompted type in the name of the Historian server as the destination for archived data 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 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 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 e 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 e 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 e 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 na
28. dardDeviation 63 Time Good aieo ce 63 Totales an a a Ee 63 calculation modes sss 63 D data collectors overview s 7 domain security backup domain controller 52 changing from local to domain 52 primary domain controller 52 querying group membership 52 working with senes 52 domain security eeseeeeeeee 52 E environment setting up 14 Excel add in desctibed ose 9 1 stallmg i ospite 32 Excel ddem sein inerea 32 F File Collector described 8 formatting time and date 20 H Historian administrator starting non Web seo sete SR ee EXER 30 Historian software data collectors eeessess 30 install Wizard ssssssss 27 Installing eeeeeeeseeeeeeeteeceeeeeeeees 27 installing Server 27 installing toolkits 32 non web based administrators 29 91 Proficy Historian Getting Started Historian software 29 l IIS installing on Window 2000 25 required for sene 25 IIS 5 idees 25 installing data collectors eesss 30 Excel addzm nemus 32 Historian server 27 software development kit 32 INSTAL MG uere 32 installing Historian ha
29. de NOTE To install a data collector you must first install 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 install program on that computer only If you plan to use multiple computers as server data collector administrator and other clients run the install program 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 upgrade Installing the Historian Server If you plan to use Historian Web Administrators with your system you must first install Microsoft IIS Refer to Installing Internet Information Services on WIN2000 PRO and WIN2000 SRV for the recommended installation procedure If you do not plan to use Historian Web Administrators you do not need to install IIS To install the Historian Server 1 At the computer you select as the server insert the Historian CD and run the Historian
30. drivers For the Microsoft Cluster service the minimum hardware requirements are A Pentium 4 based 2 0Ghz or better computer with IGB of RAM 80 GB of local free hard drive space 40 GB shared SCSI hard drive RAID preferred 15 Proficy Historian Getting Started 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 Tags Recommended Archive Size 10 0 16 Implementing Historian Security Tags Users Recommended Archive Size 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_CUA
31. e Ramp does not contain T2 T2 is the node name Searching for Calculation or Server to Server tags in the iFIX Expression Editor You cannot use the Calculation or Server to Server Collectors as a search filter in the iFIX Expression Builder The Calculation or Server to Server Collectors do not appear in the Collector Type drop down list in the iFIX Expression Builder as an option for filtering Using the iFIX Integration Toolkit If you are using the iFIX Integration Toolkit HDA with Historian you must ensure that the HTRDATA directory path location listed in the SCU contains a folder for each node name and a single file with a valid Classic Historian Archive name for example 00090300 H24 If this structure is not in place all HdaEnumNodes calls will fail to return the list of remote nodes The file does not need to be created by HTC and does not need to contain any historical data You can create the files using Notepad by saving an empty file as 00090300 H24 including the quotation marks to lt Drive htrdata gt lt Remotenodename gt where the path matches the HTR data path in the SCU GE Fanuc Automation recommends that all new custom historical data applications be built using the Historian SDK 79 Proficy Historian Getting Started Uninstalling Historian if iFIX v2 6 is installed If iFIX v2 6 is installed when you uninstall Historian you should select No if prompted to remove the shared file named SPR32X30 OCX the
32. e archives iH UnAudited Writers Allowed to write data without creating any 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 Historian Group Rights Use the security table that follows to identify which types of user groups you need to create and define in your security system Function iH iH Un iH iH Security Audited Audited Readers Admins Writers Writers Create Tags Excel Add In SDK Historian Administrators File Collector 39 Proficy Historian Getting Started Function iH iH Un Security Audited Writers Historian Administrators SDK File Collector Modify Tags Historian Administrators Excel Add In SDK File Collector Modify Archive Security Historian Administrators SDK Backup Archive Historian Administrators SDK Restore Backup Historian Administrators SDK Create Archive 40 iH Audited Writers iH Readers Implementing Historian Security Function iH iH Un iH Security Audited Audited Readers i Writers Writers e SDK Historian Administrators Start Stop Collector SDK Mission Control iFIX Historian Administrators Browse Collector Historian
33. e different client and server versions of the Historian it 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 35 Proficy Historian Getting Started 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 security 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
34. ed 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 nodes 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 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 approp
35. el security browse and query all tags in the Historian Administrator b 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 options 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 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 58 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 envi
36. em For this example only USER1 would be added to the iH Security Admins group Implementing Historian Security 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 Define any individual 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 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 NT 2000 and XP 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
37. ensed 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 To optimize the virtual memory paging file for Historian in Windows 1 Double click the System icon in the Windows Control Panel 23 Proficy Historian Getting Started Click on the Performance tab in the Windows NT System Properties dialog box In the Windows 2000 or Windows XP Pro System Properties dialog box click on the Advanced tab then click on the Performance Options button Click the Change button in the Virtual Memory group box Enter a value equal to three times your physical memory in the Initial Size field Enter the same number from step 4 in
38. ervices gt To install IIS on Windows 2000 Professional 2000 Server or XP 1 Open the Control Panel Click Add Remove Programs Click Add Remove Windows Components Select Internet Information Services IIS Click the Details button The Details dialog box appears Select the Internet Information Services Snap In and World Wide Web Server options Click OK Click Next to proceed to the Configuring Components phase 25 Proficy Historian Getting Started 9 10 When prompted insert the Windows 2000 CD or browse to a directory that contains the WIN 2000 setup files Click Finish to complete the installation If you need additional assistance in installing IIS refer to www microsoft com To install IIS on Windows 2003 Professional or 2003 Server 1 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 26 Implementing Historian Security Installing Historian Software Historian provides a single install program on a CD 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 no
39. gure details the security checking process 56 No P No Access Rights Implementing Historian Security Does a System Administrators group ext Done all lo Access Granted Yes Done all Yes Access Granted Kre you a member oi this group Does a security group for this function exist Does the tag have security groups associated with it Done Access Granted re you a member oi the group Yes No re you a member oi ihe crown Nop Access Denied Access Denied Yes Done Access Granted 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 57 Proficy Historian Getting Started this function For more information on creating and adding groups refer to the Setting up Historian Security Groups section NOTE Only users defined as iH Security Admins have rights to set individual tag lev
40. he collector to the SCU list open the Task Configuration dialog box in iFIX enter ibFixCollector exe in the Filename field and runasdos in the Command Line field and click the Add button IMPORTANT Stop the iFIX or FIX32 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 4 Proficy Historian Getting Started 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 iFIX chart object flatlines at the last recorded value When the connection between the collector 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 FIX32 Collector Using a Heartbeat section in chapter 6 of the Historian Data Collectors guide Browsing iFIX Tags On Networked iFIX FIX32 Nodes It is recommended that you
41. ick OK 3 Click the Advanced button 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 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 stand alone machine Also disable the Windows Guest account 51 Proficy Historian Getting Started 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 th
42. ince 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 Broken Connection M e ee cg e M 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 data Ineffective Use of Store and Forward in an iFIX Network 11 Proficy Historian Getting Started Broken Connection iFIX 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 iF IX 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 MSDE or to an existing Microsoft SQL server 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 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 Histo
43. 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 1FIX FIX32 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 78 Startup Procedure Overview Using the iFIX Expression Editor to search tags Since iFIX tags have a NODE TAG FIELD format you must enter separate node and tag filters when you use the Expression Editor to search for tags This is important when you search for non iFIX tags such as those generated by a Simulation Collector For example if the simulation tags have the format T20 Simulation 00001 T20 Simulation00002 etc which is different from the iFIX format use a node filter of and a tag filter of t2 to return all Simulation tags An iFIX tag with the name T2 Ramp F CV would not be returned in that example because the Tag Nam
44. is list to verify that the Historian Server has visibility 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 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 NT Domain Controller To create a new Global security group in a Windows NT Domain 1 Open the User Manager for Domains window from the Administrative Tools menu The User Manager for Domains window appears 2 In the User Manager for Domains window do one of the following 52 Implementing Historian Security Select the user accounts you want as the initial members of the new group Select any group to ensure no user accounts are initially selected In the User me
45. istrators 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 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 2000 XP Pro or 2003 Server system install Microsoft Internet Information Server IIS and install Internet Explorer 5 5 or later on web based clients Refer to 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 CD 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 Startup Procedure Overview e iFIX Select the Historian iFIX Collector to collect data and or the iFTX AE Collector to collect alarms and events When prompted type in the name of the Historian server as the destination for archive
46. ity 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 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 tags Tag level security can override rights given to other Historian security groups Tag Admins can also browse collectors 38 Implementing Historian Security 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 restor
47. l Users and Groups folder in the system tree Select the group to which you want to add users 49 Proficy Historian Getting Started 10 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 Adding a Local User in Windows XP Pro gt To add a local user 1 50 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 Click Find Now 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 OK button in the Advanced dialog Click the OK button in the Select Users dialog Click the OK button in the group properties dialog Implementing Historian Security bk To Add a Domain User in Windows XP Pro 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 Cl
48. ling OPC Collectors section of the Historian Data Collectors manual Upgrading from a Previous Release Before upgrading Historian it is recommends that you follow these steps e Backup all archive data files iha configuration files ihc and backup files By default you can find these files in the c Program Files GE Fanuc Proficy Historian Archives folder 33 Proficy Historian Getting Started e 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 Uninstalling the old Historian Product You can uninstall the old Historian product before installing the new Historian but you do not have to If you 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 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
49. m Historian Using Historian with iFIX This manual provides descriptive material and specific operating procedures for performing all common tasks Reference Documents For related information about Historian refer to the following documents Using the Historian Administrator Historian Data Collectors Using the Historian Excel Add In Proficy Historian Getting Started Historian Alarms and Events Migrating Advanced and Classic Historian Data Using the Historian OLE DB Provider e Historian Software Development Kit SDK Online Help System Getting Started with Historian What s New in Historian 3 1 File Collector Alarm and Event Support The File Collector now supports importing alarm and event data See the File Collector documentation for more information Export and Import Alarms from the Excel Add In The Excel Add In now supports importing and exporting alarm and event data See the Historian Alarms and Events documentation for more information Held Point Included in Queries When using archive or collector compression Historian will now report the most recent held point when querying for data OPC Subqualities Historian 3 1 stores sub qualities for Good Bad and Uncertain data qualities in order to comply with the OPC 2 0 specification StepValue Tag Property The StepValue property has been added as a retrieval option on the tag level This property indicates that values collected on the tag change
50. me Environment version 1 4 2_02 or later Compatibility Several GE Fanuc products work with Proficy Historian The following is a general set of required versions to work with Historian 3 1 18 Implementing Historian Security Proficy Portal 2 1 with current service packs CIMPLICITY To work with CIMPLICITY Alarm and Event Data the CIMPLICITY A amp E Server must be of version 6 1 SP4 6 1 with current service pack and Hotfixes or later On Windows 2000 SP3 and Windows 2003 SP1 6 1 SP5 or later is required Machine Edition To work with Machine Edition data the Machine Edition View software must be version 5 0 with current service packs or later iFIX To work iFIX alarm and event data you must have iFIX version 3 1 with current service packs or 3 5 with current services packs and the iFIX OPC AE Server for your version The iFIX OPC AE Server for your version is available through GlobalCare NOTE You will need a valid GlobalCare account to download the iFIX OPC AE Server ROC Driver Version 6 31 is required for use with Historian Supported Regional Settings Historian supports the following regional settings available in the Windows Control Panel Decimal symbol one character 19 Proficy Historian Getting Started Digit grouping symbol List separator one character Time style Time separator Short date style e Date separator Time and Date Formatting Avoid changing the time style o
51. me of the OSI PI and Historian servers Restart your computer if prompted to 89 Proficy Historian Getting Started 90 If your collector services are not configured for automatic start up manually start them At the web based Administration client s run the Internet browser and enter the URL for your server 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 Or at non web based Administration clients start the Administrator from the Historian 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 Index A Administrator functions performed 8 C calculation modes all63 AyrA ccc teats ee et e ORT eot 63 oun 63 Maximum cceeesseceeeeceeeeeeeeseees 63 MaximumTime esessesss 63 Minimum eeeeeeemee 63 MinimumTime ccceeeeeeeeeeeeeees 63 RawAverage eeeesseeeeeeeee 63 RawsStandardDeviation 63 Raw Total ettet tette 63 Stan
52. me 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 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 the start time if one exists You must also specify a direction and number of samples when using this sampling mode When archive or collector compression is used a minimal number of actual data samples are stored in the archive 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 Startup Procedure Overview 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 v
53. nu click New Global Group The New Global Group dialog box appears Enter the Historian Security Group name in the Group Name field In the Description field enter a description To add members for the new group select one or more user accounts in Not Members and then click Add To remove members from the new group select one or more user accounts in Members and then click Remove Creating Security Groups in Windows 2000 Domain Controller b To create a new security group in a Windows 2000 Domain 1 Double click the Administrative Tools Icon in the Control Panel The Administrative Tools dialog box opens Double click the Active Directory Users and Computer icon The Active Directory dialog box opens In the Active Directory Tree display select Users Right click on Users to display the right click menu Select New and click Group from the right click menu The New Object Group dialog box appears 53 Proficy Historian Getting Started 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 T Click OK to create the new group Using a Windows 2000 Domain Controller with a Windows NT Historian Server When you use domain security with a Windows NT Historian Server and the domain controller is a Windows 2000 controller you must configure the Historian DataArchiver service to log on as a valid domain account and you must add the
54. ons 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 FIX32 CIMPLICITY HMI 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 or FIX32 Collector on the other hand starts when iFIX or FIX starts and runs after logout if iFIX or 30 Implementing Historian Security FIX is so configured The CIMPLICITY HMI Data Collector and Machine Edition View collectors start when their associated CIMPLICITY HMI projects are started The CIMPLICITY HMI Data Collector must be installed on the same workstation that your CIMPLICITY HMI Project runs on You only can install one Server to Server Collector and one Calculation 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 iF IX collector Wherever possible data collectors should be installed on the same machine as the data source to take maximum advantage of collector buffering Steps to Install Data Collectors on the Same Computer as the Server To install Historian Data Collector software on the same computer as the Server 1 Inse
55. or a 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 Implementing Historian Security 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 One or more Historian Data Collectors with various collection interfaces e One or more Historian Servers e One or more Historian Web Administrators e One or more Historian Non Web Administrators Historian OLE DB provider e One or more Excel Add In packages installed on any client node Programs using Software Development Kit SDK All clients communicate with the Server through the Historian API The subsections that follow list the functions performed by each component Historian Alarms and Events Historian Alarms and Events provides tools to collect archive and retrieve alarm and event data in Historian Refer to the His
56. oup Complete the fields in the Add Users and Groups dialog box Setting Local Groups in Windows 2000 or Windows XP Pro b To create a new local group on a Windows 2000 2003 or Windows XP Pro machine 1 Open the Control Panel 2 Double click the Administrative Tools icon 48 Double click the Computer Management icon The Computer Management console opens Implementing Historian Security 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 the Create button Click the Close button Adding Users to a Windows 2000 2003 or Windows XP Pro 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 2000 or XP Pro online Help b To add a user to a group 1 Open the Control Panel Double click the Administrative Tools icon Double click the Computer Management icon Select Groups from the Loca
57. r 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 dd mm yy dd yy mm mm dd yy mm yy dd yy dd mm yy mm dd 20 Implementing Historian Security Supported Data Types The following table lists the supported Historian data types and their sizes Data Type Single Float Double Float Single Integer Double Integer Fixed Configured by user String Variable No fixed size String No fixed size 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 21 Proficy Historian Getting Started Data Size Type Scaled 2 bytes The Hardware Key You are required to use a hardware key to run Historian Server The hardware key Enables software options available to your installation as requested by you e 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 Protects against illegal duplication of Historian software Additionally two hardware keys are offered one that
58. rdware requirements 15 memory requirements 18 regional settings eeseeee 19 setting up environment 14 software requirements 18 time and date formatting 20 installing Historian se 20 internet information server IIS installing OVerview eeeeeeee eene eene theses enn 25 Windows 2000 server 25 Windows 2000 workstation 25 internet information server IIS installe iere 25 92 interoperability eene 35 K key Hard Waterss ies tiene 22 installation procedure 22 installing hardware key 22 key ir P RE OE 22 M migration tools described 10 O overview administrator seen 8 data collectors 7 Excel add in ses 9 File Collector hone 8 Historian security esss 36 NM D e 8 system architecture 10 system components eese 7 OVERVIEW 15 oiuivatitetutsbibetiite 7 R requirements disk storage capacity 15 lard warez deme 15 processor speed esses 15 RAM csse 15 server specifications es 15 SO tWAIe iul ele 18 requirements susineria ierti eii 18 retrieving data description
59. re 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 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 Word The Install Wizard 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 32 Implementing Historian Security Uninstalling Historian and Historian System Components Uninstalling Historian b 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 3 1 and click the Remove button a To uninstall Historian and save the current Historian configuration and data select Do Not Delete Archives and click Next b To uninstall Historian and delete the current Historian configuration and data select Delete Archives and click Next c To abort the uninstall select Cancel Uninstall and click Next 3 The uninstall proceeds and all Historian components are removed For information on uninstalling OPC Data Collectors refer to the Modifying and Uninstal
60. reate a mixed pen chart in iFIX Historian Mode and attempt to open the chart in Classic Historian mode you may not be able to view either pen 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 IFIX Chart features e Sub second support Auto Update Time Zone Support e Daylight Savings Time DST Support e Filter and Sort by description and directly access OPC tags in the Expression Editor Support for Historian interpolated data retrieval Ability to access multiple Historian Servers even within the same chart 72 Startup Procedure Overview 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 display animations from any selected time Writing status information directly into iFIX tags so the health of the iFIX Collector can be monitored in real time within iFIX 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 You must install iFIX before installing Historian if you want to install the iFIX Collector If you attempt to install Historian on a machine wi
61. rian 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 Once IIS is installed any remote client with Internet Explorer 5 5 or greater can use the Administration web site If you installed client tools on your IIS computer you can use the Administration web site from the server NOTE Installation of IIS on Windows 2000 or above is recommended For Historian Servers installed on Windows NT systems the use of Historian Non Web Administrators is recommended 12 Implementing Historian Security 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 13 Proficy Historian Getting Started 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 14 Set up each computer Use the section Hardware Requirements as a guide and refer to the user manual that accompanies each computer for detailed se
62. riate 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 10 Implementing Historian Security OPC Collectors install only on a computer where the OPC Server is running locally You 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 S
63. ronment You can retrieve data from Historian using one of the following iFIX CIMPLICITY Excel Add In 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 suited 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 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 59 Proficy Historian Getting Started CurrentValue RawByTime RawByNumber Interpolated 60 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 Returns all raw samples of all qualities with a ti
64. rt the Collector manually through the Control Panel Log into the Historian Administrator and add all of the tags from the collector Open the Run prompt from the Start Menu Enter Regedt32 in the Open field and set the following dependencies Set the Dependency of the 1HOPCCollector on the OPCServer a Locate the iHOPCCollector folder This folder is typically located in the HKEY_LOCAL_MACHINE S YSTEM CurrentControlSet Services iH OPCCollector path b Add a value to the itHOPCCollector registry key I Select Add a Value from the Edit menu 83 Proficy Historian Getting Started II Enter the following exactly in the Value field DependOnService III Select REG MULTI SZ as the data type IV Click OK A dialog box appears prompting you to enter the value V Enter ABRdrv VI Click OK c Set Dependency of OPC server on its 3rd party API NOTE This dependency only applies to the ABR and other drivers which require a 3rd party API For all other 7 X drivers only set the iHOPCCollector dependency I Locate the ABRdrv folder This folder is typically located in the MKEY LOCAL MACHINES YSTEM CurrentControlSet Ser vices ABRdrv path II Add RSLinx to DependOnService REG MULTI SZ value 12 Open Services in the Control Panel 13 Select and set the ABRdrv and 1HOPCCollector Startup to automatic 14 Configure RSLINX to run as a Service a Select Options from the View menu b Select the Service Tab C Select the
65. rt the Historian CD and run the Historian Install program 2 Select the appropriate type of Data Collector in addition to any previously installed Historian components and click Next Steps to Install Data Collectors on a Different Computer To install Data Collector software on a different computer 1 Run the Historian install program on that computer 2 Select the appropriate type of Data Collector in addition to any previously installed Historian components and click Next 3 When prompted enter the correct Historian Server Computer Name or IP Address to ensure connectivity at startup 3l Proficy Historian Getting Started 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 To install the Excel Add In 1 Verify that Microsoft Excel is installed on your computer 25 Run the Historian install program on that computer 3 When the Install Wizard appears select the Historian Excel Add In option in addition to any previously installed Historian components and click Next 4 When prompted enter the correct Historian Server Computer Name or IP Address to ensure connectivity at startup 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 be enabled in Excel befo
66. search tags Searching for Calculation or Server to Server tags in the iFIX Expression Editor Using the iFIX Integration Toolkit Uninstalling Historian if iFIX v2 6 is installed Using v7 x Drivers with Historian Using Autocreate Using the Latched Data feature Running iFIX 7 x Drivers as OPC Servers Running iFIX 7 x Drivers as a service with Automatic Startup 63 65 66 68 72 72 72 74 74 75 75 76 76 77 77 78 78 79 79 79 80 80 80 81 81 81 Table Of Contents Troubleshooting iFIX and Historian 85 Running iFIX as a service with Workspace listed in the SCU Task List 85 iFIX Workspace delay when remote session is lost 86 Starting IFIX when a remote Historian session is unavailable 86 Accessing Mission Control when a remote Historian session is lost 86 Using the iFIX V2 6 chart with Historian domain security enabled 86 Accessing tags in the iFIX chart after setting OPC Collector to Made After Restart 86 Collecting data in an iFIX chart with Time Assigned By Source 87 Synchronizing the time on iFIX SCADA Servers and View Clients 87 Startup Procedure Overview 88 Index 91 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 An Overview of Historian Setting up the Historian Environment Installing Historian Implementing Historian Security Retrieving Data fro
67. sh V is a literal part of the addressing string syntax e g HIST NODEI 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 NODEI VMIXERVLINE INT2 76 Startup Procedure Overview Filtering Tags Using THISNODE with Expression Builder If you configure an 1FIX 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 is iFIXnodename 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 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 1FIX System Configuration Utility SCU list The collector then starts automatically whenever you start iFIX To add t
68. t collect the values Running iFIX 7 x Drivers as OPC Servers Current versions of iFIX 7 X drivers can run as OPC Servers If you are running 7 X drivers as OPC Servers you must either run the 7 X driver on a computer with iFIX installed or install the new hardware key Running iFIX 7 x Drivers as a service with Automatic Startup The following procedure details the steps needed to set up your iFIX 7 X driver to run as a service with automatic startup The procedure describes a specific ABR driver setup which requires RSLinx however you can also use the steps to configure your other 7 X drivers by substituting the driver name and other specific driver information If your driver requires a third party software such as RSLinx ensure that it is configured properly as a service before moving on to step 2 gt To set a collector to run as a service with the ABR driver 1 Install and configure Rockwell Software s RSLinx 2 Install an ABR OPC Server 3 Create an ABR Configuration save it and configure it for auto start 4 Install and configure your OPC Collector a Install an OPC collector The Historian install prompts you for a Prog ID and a name b Enter Intellution ABROPC 81 Proficy Historian Getting Started 82 Choose not to restart your system Configure DCOM defaults for Windows 2000 or Windows NT NOTE You should only need to configure DCOM on your Windows computer Select Run from the Start menu and enter
69. t 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 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 65 Proficy Historian Getting Started 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 interpolated even when the data retrieval is raw or calculated The value that triggers a transition from false to tr
70. tamp Value Data Quality 07 30 2003 08 00 45 B2 Good b 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 10 70 In the Tag Name s field enter the tag you want to receive results from the ramp tag in this example Select a start and end time for your query In the Filter Tag field enter the tag you want to enable filtering with batchid in this example In the Filter Comparison field select your comparison condition In the Include Data Where Value Is field enter your filter condition value In the Include Times field select your filter mode In the Sampling Type field select your sampling mode In the Calculation field select your calculation mode Select your Sampling Interval In the Output Display field select which tag values you wish to display Startup Procedure Overview 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 71 Proficy Historian Getting Started Using Historian with iFIX Creating Historian Charts using Mixed Pens Historian allows you to put both OPC data source and FIX Tag type pens into your iFIX charts Classic Historian only allows you to use Fix Tag pens Note that if you c
71. the FIX32 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 ihIFIXAECollector 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 f 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 following topic 74 Startup Procedure Overview OPC Alarm and Event Collector Viewing Historian Values and Time Stamps in an iFIX 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 b To import the toolbar 1 Start iFIX v2
72. the Maximum Size field Click the Set button 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 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 24 The Historian Alarm Archiver service must be run on a user account that has privileges to log into the SQL Server using Windows Authentication 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 Implementing Historian Security 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 This section describes procedures for installing IIS on Windows 2000 IMPORTANT You must install IIS before installing Historian Installing Internet Information S
73. the Operating System right 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 55 Proficy Historian Getting Started 2 Upon connection the system checks to see if you have a valid NT 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 2000 or NT 4 0 machine or higher security checks the currently 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 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 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 Identifying the Security Checking Process The following fi
74. thout iFIX installed and select the iFIX 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 iFIX 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 1FIX Historian tags that use the iFIX historical tag naming convention 13 Proficy Historian Getting Started Historian does not support the installation of collectors or servers on Terminal Server machines running in application server mode 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 If you are using a FIX32 node you can also use any iFIX driver To get FIX32 data into Historian use
75. torian Alarms and Events manual for more information Historian Data Collectors Data Collectors are the interface between a data source and the data archiver They Proficy Historian Getting Started Collect data using a specific acquisition interface such as iFIX EDA OPC Alarms and Events CIMPLICITY HMI Point Management API Machine Edition View OSI PI or OPC 1 0 or 2 0 Perform first level data compression deadband update by exception e 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 Historian Server An Historian Server performs the following tasks Manages all system configuration information Manages system security audit trails and messaging e 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 Implementing Historian Security Tag configuration Maintaining and backing up archive files Data collector config
76. torian includes several types of data collectors for collecting data from a wide variety of applications including iFIX v2 6 FIX v6 5 CIMPLICITY HMI v5 5 CIMPLICITY Machine Edition OPC 1 0 or 2 0 OPC Alarms amp Events Files csv or xml and OSI PI 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 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 FIX CIMPLICITY ope pge pol OSIPI on Selver to ixe HM me OPC File Distributor Collector Calculation Server Redundant collector support iFIX CIMPLICITY OPC Typical Historian System The Historian Archive indexes all information by Tagname a unique identifier f
77. trieves 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 archive 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 NotEqual Filter condition is True when the Filter Tag is NOT equal to the comparison value 67 Proficy Historian Getting Started Parameter Filter Comparison Value Description 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
78. tup information Install Windows NT 2000 XP Pro or 2003 Server on each computer as needed 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 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 Implementing Historian Security Hardware Requirements For Historian Servers the minimum hardware requirements are A Pentium 4 based 2 0 GHz or better computer with 1 GB RAM A CD ROM drive 100 MBit TCP IP compatible network interface adapter for network communication and certain I O drivers A screen resolution of at least 1024 X 768 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 512 MB RAM 40 GB of free hard drive space to store buffered data A CD ROM drive TCP IP compatible network interface adapter for network communication and certain I O
79. ue 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 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 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 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 66 Parameter Filter Mode Filter Comparison Mode Startup Procedure Overview Description 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 Re
80. ups 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 If you disabled the Guest account a user must provide a valid username and password even if no groups are created Protection is only provided for the functional areas for which you have built the associated Historian Security Groups 37 Proficy Historian Getting Started 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 member 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 Secur
81. uration Security configuration Controlling data collectors e Searching and analyzing system alerts and messages Refer to the Using the Historian Administrator manual for more information 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 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 Proficy Historian Getting Started 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 collect
82. user right to Act as a Part of the Operating System to its list of rights To do this To set up logon of Historian data archiver service l In Control Panel double click the Services icon The Services dialog box opens 2 Double click Historian Data Archiver A Service dialog box appears 3 In the Log On As panel click This Account and select a domain user account 4 Click OK 54 Implementing Historian Security b To add the act as part of operating system right to the domain account 1 In Administrative Tools common open the User Manager Console In the Policies menu select User Rights The User Rights Policy dialog box opens Select the Show Advanced User Rights option A drop down arrow appears in the Rights field of the dialog box In the drop down list select the Act as a Part of the Operating System option Click Add The Add Users and Groups dialog box appears Select your domain username and click Add 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 NT is not privileged to access the Windows 2000 Domain Administrator A valid domain user account however is privileged to access the Windows 2000 Domain Administrator if it is has also been granted the Act as a Part of
83. y of the year Returns samples based on a selected Calculation mode Refer to Calculation Modes for more information Calculation Modes Startup Procedure Overview 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 Date The calculation modes in Historian are Calculation Mode Count Minimum MinimumTime Results 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 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 Displays the time stamp of the minimum value in a specified interval 63 Proficy Historian Getting Started Maximum MaximumTime Raw

Historian Getting Started

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