User guide

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Summary of content (320 pages)

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Contact Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/ Copyright Notice © 2010 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited.
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Contents 1 • Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Distributed FactoryTalk Historian Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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FACTORYTALK HISTORIAN ME USER GUIDE FactoryTalk Historian ME EDS Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Logging In to the FactoryTalk Historian ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Logging Out of the FactoryTalk Historian ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 3 • Viewing Module Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 System Status . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS Creating Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reviewing Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the Tag Browser to Create Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Folders Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contents Pane . . . . . . . . . . . . . .
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FACTORYTALK HISTORIAN ME USER GUIDE Monitoring Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shutting Down the Data Transfer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Data Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prerequisite Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS Displaying Backup Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Downloading Files to a Client Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Uploading a Backup File to the Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Restoring the Module from a Backup File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Restoring the Module Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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FACTORYTALK HISTORIAN ME USER GUIDE Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CPU, RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NAND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Controller Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS Integration Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Registering the Module in FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating the Server Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a FactoryTalk Historian ME Connection. . . . . . . . . . . . . . . . . . . . . . . Creating a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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FACTORYTALK HISTORIAN ME USER GUIDE FactoryTalk Historian SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 G• Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273 General Guidelines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Providing Issue Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rebooting the Module . . . . . . . .
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1 Overview The FactoryTalk® Historian Machine Edition (ME) Module is a fully embedded historian in a ControlLogix® module that can be inserted in to a Rockwell ControlLogix chassis to utilize backplane communications and collect data from multiple controllers. It collects data at very high speeds, runs calculations and statistics on the data inside its storage archive, utilizing exception and compression filtering to significantly reduce the data archive space.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE To provide an overview of your FactoryTalk Historian ME this chapter provides the following sections:  “Features”  “Benefits”  “Distributed FactoryTalk Historian Architecture”  “FactoryTalk and ControlLogix Integration”  “Hardware Specifications”  “Where to Start”  “Additional Information”  “FactoryTalk Licensing”  “Technical Support”  “Consulting Services”  “Training Programs” Features Key advantages of the FactoryTalk Historian
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1 • OVERVIEW  Reliable and robust hardened, embedded appliance with a low total cost of ownership. Only a client computer is needed to install and configure your FactoryTalk Historian ME. The FactoryTalk Historian ME records data safely and accurately with solid-state data capture. It has no moving parts and requires no operating system or computer maintenance. It is not subject to downtime due to network outage or the need to perform maintenance on any subsequent firmware updates.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE   Enhances performance by:     Reduces validation by including OEM delivery and testing. Monitoring or calculatings effective equipment usage and performance. Detecting degradation of performance and initiating alerts or requests for operations and maintenance actions. Providing real-time, time-stamped operational and production data.
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1 • OVERVIEW    Provides an engine of unmatched performance and scalability, tightly integrated with the FactoryTalk Services Platform to provide data accuracy and availability across the Rockwell Automation® Integrated Architecture. Introduces a historian appliance that offers scalable connectivity to Rockwell Automation controllers.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE FactoryTalk and ControlLogix Integration The FactoryTalk Historian ME works with the FactoryTalk product suite and Rockwell ControlLogix devices. The ControlLogix hardware and software provide easy and secure access to resources (data, status, and configuration) within the ControlLogix devices. FactoryTalk Services Platform and FactoryTalk Product Suite You must install the FactoryTalk Services Platform V2.10.
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1 • OVERVIEW FactoryTalk Network Directory Server to FactoryTalk Services Platform version 2.10.02. For additional information on upgrading a previous version of the FactoryTalk Network Directory Server, see the Rockwell Automation Knowledgebase at http://www.rockwellautomation.com/resources/support.html. The FactoryTalk Services PlatformV2.10.02 CPR 9 SR2 includes services and applications listed in the following table. FactoryTalk Services Platform V2.10.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE FactoryTalk Services Platform V2.10.02 CPR 9 SP2 FactoryTalk Live Data Allows FactoryTalk services-enabled products to discover, connect, and share real-time data in a secure, scalable manner. V2.10.02.24 FactoryTalk Web Services Provides the ability for thin clients to connect to Web-based Rockwell Automation software products through a Web browser. Before installing FactoryTalk Web Services, install Microsoft Internet Information Services (IIS).
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1 • OVERVIEW FactoryTalk Product Suite FactoryTalk VantagePoint Allows you to view process data from the FactoryTalk and FactoryTalk Historian ME in VantagePoint Excel® reports, dashboards, VantagePoint EMI and portals. Integrates the FactoryTalk Historian ME data into the VantagePoint model, allowing you to correlate the V3.1 and above data with various other data sources. FactoryTalk Historian DataLink V3.1 and above FactoryTalk Historian ProcessBook V3.0 and above FactoryTalk Historian Batch View V3.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE ControlLogix System Communications A ControlLogix system consists of anything from your FactoryTalk Historian ME and a stand-alone controller in a single chassis to more complex configurations that include Ethernet/IP communication modules. The ControlLogix system in a chassis uses connections to establish communication links between devices such as a Logix5000 controller-to-local communication modules such as an EN2T or ENBT module.
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1 • OVERVIEW Where to Start This User’s Guide should be used as a companion to the online help in the FactoryTalk Historian ME web interface. It is not necessary to read it from front to back in sequential order. The following table provides a quick reference for tasks you may want to perform. If You Want To  Go to This Chapter Read about factors that may influence “Design Considerations and Limitations” the design of your FactoryTalk Historian ME environment.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE If You Want To  Stop or start Data Collection.  View the status of Data Collection.  Configure disk or log thresholds.  “Collecting Data” Work with Compression or Exception Filtering  Configure Data Transfer.  Stop or start Data Transfer.  Go to This Chapter “Transferring Data” Transfer data to a FactoryTalk Historian SE.  View a model Data Transfer scenario. “Data Transfer Sample Scenario”  View current or archive data.
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1 • OVERVIEW If You Want To  Learn about software, hardware, or system requirements.  Work with the Client Tools CD.  Use your module for the first time.  Log In to your module.  Log Out of your module.  Use the Rule Editor.  Create rule files.  Create tag attribute files.  Use the Add-on Profile (AOP).
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The quick start guide is also provided as a printed manual.  FactoryTalk Historian ME Installation Instructions (1756-IN611A-EN-P) explains how to install FactoryTalk Historian ME. It also includes environmental testing and certification information. The installation information is provided as a printed manual.   FactoryTalk Historian ME Online Help - describes FactoryTalk Historian ME web interface in detail. Access the help files by clicking the About..
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1 • OVERVIEW Technical Support Please visit Rockwell Automation Customer Support Center at http:// support.rockwellautomation.com/ for access to user forums, sample code, software and firmware updates, product manuals, and other downloads. Knowledgebase The Customer Support Center offers an extensive online knowledgebase that includes frequently asked questions (FAQs) and the latest patches. Please visit http:// www.rockwellautomation.com/resources/support.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The FactoryTalk Historian ME has two product numbers. The 1G or 2G in the part number indicates how much data storage is associated with the module. Product Catalog Number Description 1756-HIST1G FactoryTalk Historian ME 1GB module 1756-HIST2G FactoryTalk Historian ME 2GB module  Exact wording of any messages that appeared on your screen.  Descriptions of:  What happened and what you were doing when the problem occurred.
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2 Getting Started Before installing FactoryTalk Historian Machine Edition (ME), determine your platform requirements and configuration environment. The information in this chapter offers some guidelines as you begin planning.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The greater the demand, the more powerful a system must be to support this demand. For large or complex applications, use computers with faster CPUs and more RAM. In addition to this, there should always be sufficient disk space to provide virtual memory that is at least twice the size of the physical RAM.
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2 • GETTING STARTED IE 6 and IE 7 Internet Options The location of your Internet option settings for IE 6 and IE 7 vary according to which operating system you are using. However, in general, you should:   Disable any popup blockers to view online help. Select the Local Intranet icon (generally located under Security settings), and click [Sites] to use the default setting, “Automatically detect internet network”. Use the default Security level for this zone.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE FactoryTalk Historian SE Patch FactoryTalk Historian ME can be integrated with FactoryTalk Historian SE 2.1 after you have installed the FactoryTalk Historian SE patch. The FactoryTalk Historian SE patch must be installed on the FactoryTalk Historian SE that will be used with FactoryTalk Historian ME. You can download the FactoryTalk Historian SE patch from the Rockwell Knowledgebase at http://support.rockwellautomation.com.
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2 • GETTING STARTED Hardware Requirements This section lists client computer and 1756 ControlLogix chassis requirements.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Chassis requirements include:    1756 ControlLogix Chassis (1756-AXX) and proper chassis power supply for your environment RSLogix 5000 software and RSLinx Classic communications software An Ethernet/IP communication bridge module (1756-ENBT, 1756-EN2T, 1756EN2TR, or 1756-EWEB, depending on your environment)  ControlLogix 55xx (1756-Lxx) controllers, version 13 or higher  A 1GB or 2GB FactoryTalk Historian ME module The FactoryTalk Historian ME does n
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2 • GETTING STARTED   The firmware version number. Click the About link on the on the FactoryTalk Historian ME’s home page to access the version number. Instructions on how to perform the upgrade, located in the ControlFLASH Firmware Upgrade Kit Quick Start Guide, Publication Number 1756QS105C-EN-E.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Setting up Your ControlLogix Environment Perform the following steps to set up your ControlLogix environment before installing FactoryTalk Historian ME: 1. Set up the ControlLogix chassis. 2. Insert the ControlLogix controller(s) into the chassis. 3. Power on the system. 4. Configure the ControlLogix device(s). See your ControlLogix Chassis and ControlLogix Controller documentation for more detailed information.
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2 • GETTING STARTED Installing FactoryTalk Historian ME Client Tools After you have selected the platform that best suits your needs and have installed the FactoryTalk Historian ME into the chassis, you will then determine the configuration environment for the FactoryTalk Historian ME client tools.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE In addition to the tools and patches, the FactoryTalk Historian ME release notes and user documentation are available on the CD.
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2 • GETTING STARTED Installing FactoryTalk Services Platform This option installs FactoryTalk Services Platform CPR 9 SR2. The FactoryTalk Services Platform is an underlying architecture and set of common services that Rockwell Automation products build upon. It must be installed on the computer that hosts the FactoryTalk Directory server. It is also required if you plan to use FactoryTalk Security. However, it is optional if you plan to use the FactoryTalk Historian ME Native security mode.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Installing FactoryTalk Historian Management The Management option installs the FactoryTalk Administration Console add-on patch. It provides a method of configuring, managing, and securing applications. To install the patch, click “Install FactoryTalk Historian Management” on the Client Tools CD. An installation wizard will lead you through the setup procedure. To access the console, go to Programs > Rockwell Software > FactoryTalk Administration Console.
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2 • GETTING STARTED Installing FactoryTalk Historian ME RSLogix 5000 AOP The FactoryTalk Historian ME can be configured to communicate with a ControlLogix controller through the Add-on Profile (AOP) add-on in RSLogix 5000 software. If you are using AOP, see the “RSLogix 5000 Add-on Profile” appendix for more information. Installing FactoryTalk View SE Patch The FactoryTalk Historian ME can be integrated with FactoryTalk View SE V5.0 and above.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Logging In to the FactoryTalk Historian ME Access FactoryTalk Historian ME through your Microsoft Internet Explorer (IE) browser. If a large number of tags is being transferred from the Controller to the module when the module is going through an initial bootup, please wait about five to ten minutes before trying to access the web interface. 1. Open your IE browser. 2. Enter the IP address of the FactoryTalk Historian ME in the Address field.
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2 • GETTING STARTED 3. Click [Go] to the right of the Address field, or click [Enter]. This opens the login page. Home appears in the top main navigation bar of the web interface Change the blank default piadmin user password immediately Login appears in the left-side navigation bar of the web interface 4. Enter the default user name piadmin and leave the password field blank. The first time you log in, the default user name is piadmin and the password is blank (no password).
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Logging Out of the FactoryTalk Historian ME To log out of the FactoryTalk Historian ME web interface, click Logout (in the upper right corner of the web interface) before closing your web browser. If you close your browser without logging out, a cookie will retain the session for twenty minutes, and another user may access the FactoryTalk Historian ME without logging into the module.
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3 Viewing Module Information The following sections provide information that will assist you in monitoring performance and diagnosing common issues.  “System Status”  “Status”  “Module Identity”  “System Utilization”  “System Statistics” System Status The System Status information displays when you log in to FactoryTalk Historian ME. It is located on the bottom, left-hand corner of every page and provides the following system status information. It refreshes automatically every 30 seconds.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE System status features include:  CPU usage - percentage of the module’s CPU that is being used.. The CPU usage percent listed under the System Status section on the left-hand side may display a different percent than what is listed under CPU and Processes in the main window because the CPU usage listed under System Status is updated periodically while the CPU usage listed in the main window is static. It does not change once the page is loaded.
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3 • VIEWING MODULE INFORMATION Module Information This section displays the module name, the current firmware version, current time for the module, and the total time the module has been running. Controllers FactoryTalk Historian ME Module in slots in slot 4 0 and 1 System Status This section displays the current status of the Point Server, Data Collection Service, and the Data Transfer Service.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE System Utilization This section displays the current CPU usage, memory information and storage information along with a graphical representation of this information. The red portion indicates a critical stage for each component. Point Statistics This section displays the total points in the module and how many are actively receiving data. This information is also represented by a pie chart. The pie chart rounds the percentage to the nearest whole percent.
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3 • VIEWING MODULE INFORMATION Module Identity Under Home on the main navigation, click Module Identity in the left-hand navigation to display the module identity information. Module Information This section displays the same information found on the Status page, as well as the slot number where the module resides and its serial number. For information on changing these settings, see “Working with System Settings” in the “Administering the Module” chapter.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Network Settings This section displays the current network settings for the FactoryTalk Historian ME. For information on changing these settings, see “Working with System Settings”. This section displays:     38 MAC Address - unique Media Access Control (MAC) address of the module. This number cannot be changed. IP Address - Internet Protocol (IP) address of the module.
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3 • VIEWING MODULE INFORMATION Security Configuration This section displays the current security settings for the FactoryTalk Historian ME. For information on changing these settings, see “Managing Security”. This section displays:   Security Mode - FactoryTalk (FT) Security mode or FactoryTalk Historian ME Native mode. Browser Protocol - HTTP or secure HTTP (HTTPs). Client Connections This section displays the current number of clients connected to the FactoryTalk Historian ME.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE System Utilization Under Home on the main navigation, click System Utilization in the left navigation bar to display the System Utilization information.  CPU and Processes - displays the current percent of the CPU in use and the processes currently running. The CPU usage percent listed in the System Status section may display a different percent than the percentage listed in the CPU and Processes section in the main window.
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3 • VIEWING MODULE INFORMATION    RAM - displays the memory usage of the module. Ethernet Statistics - displays the total amount of data sent and received by the module through the network. Storage (NAND) - displays the total storage space used and available on the installed flash drive. This section also displays the total number of archive files and how many are free as well as the archive file size.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE When using the auto refresh feature, follow these guidelines:     42 Try to limit the amount of time auto refresh is being used. It is not recommended to keep a page running in auto refresh mode when you are not using it. Display the minimum amount of data necessary. This will reduce the amount of memory being used. Do not choose a refresh rate that is more frequent than necessary. The faster the auto refresh rate, the more memory will be used.
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3 • VIEWING MODULE INFORMATION Network Manager Statistics The Network Manager view retrieves a snapshot of the current Network Manager connection statistics. If a row does not contain a value for a particular column, then there is no information available for that column heading for that particular connection.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The Network Manager table contains the following fields: Field 44 Description ID Connection ID. This is the primary key. Path Root directory on the server. This directory is the same for all connections. Name Connection name. ID Process ID number. Reg App Name Registered application name. Reg App Type Registered application type. Protocol Version Protocol version of connecting application. Peer Name Host name of connecting machine.
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3 • VIEWING MODULE INFORMATION Field Description SDK Count Number of SDKs. Server ID Identification number for the server. NetMgr Version Network manager version number. OS Sys Name Operating system name. OS Node Name Operating system node name. OS Release Operating system release number. OS Version Operating system version number. Machine System name. User User name. OS User Operating system user name. Trust Name of the trust connection.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Snapshot and Archive Statistics The Snapshot and Archive view allows a user to monitor the current FactoryTalk Historian ME snapshot and archive statistics. The Snapshot and Archive table contains the following fields: Field 46 Description Type Snapshot or archive file type. Counter Performance counter. Value Current snapshot and/or archive value. Change Value change between updates.
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3 • VIEWING MODULE INFORMATION Archive File Statistics The FactoryTalk Historian ME stores your data in archives, which are files that hold FactoryTalk Historian ME data. Archive files are fixed which means that they are always the same size, regardless of how much data they contain. The archive receiving current data is called the primary archive. When the primary archive becomes full, an archive shift occurs and the next available archive becomes the new primary archive.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE files stored on the FactoryTalk Historian ME are displayed by default when you select the Archive Files option. The Archive Files table contains the following fields: Field Description Archive File File archive name, which includes the full path. Status Archive status displays one of the following:    48 Primary - the archive file that is currently receiving data. Has Data - indicates the archive file contains data and is full.
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3 • VIEWING MODULE INFORMATION Field Description Annotations The size in bytes of the annotation file associated with the archive file. Annotation File Size The size in megabytes of the annotation file associated with the archive file. Shift Prediction The target archive or the predicted shift time. Primary Offset The number that indicates the number of primary archive records in use. Overflow Offset The number that indicates the number of overflow records in use.
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4 Viewing Data This chapter contains the following sections:  “Viewing Current Data”  “Viewing Archive Data”  “Viewing Trends”  “Changing the Views” Viewing Current Data To view data that is currently being collected by FactoryTalk Historian ME, click on View Data, and then click Current Data in the left-side navigation.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Defining Search Criteria Search criteria entered the Current Data, Archive Data, and Trends pages persists across all three pages. To generate a Current Data, Archive Data, or Trends view, define your search criteria and enter it in the fields at the top of the page, then click [Search]. This information tells the FactoryTalk Historian ME what data you are interested in viewing. Note that for all fields, the asterisk (“*”) is a wildcard value.
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4 • VIEWING DATA 4. Select a scan rate from the drop-down menu. The scan rate is the rate (in seconds) at which the data is collected. 5. Select On, Off, or “*” from the Archiving drop-down menu to display points with a specific archive bit setting.  On - returns points where the archive is set to On.  Off - returns points where the archive is set to Off.  Asterisk (“*”) - returns points that meet either condition (On or Off) and meet the other search conditions. 6.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Exporting Data Exporting data will export all points that have been returned after you’ve executed a search. If you have selected a few rows to be displayed and click [Export], all row data will be exported. If you want to export a subset of rows, enter more specific search criteria. To export data: 1. Click [Export]. 2. In the Save As dialog, select a location for the data on your client computer. 3. Enter a file name. 4. Click [Save]. If you are using IE 7.
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4 • VIEWING DATA Enter search criteria Press [Search] Point highlighted to view archive data Press [View] Archive data for selected point displays Search criteria entered the Current Data, Archive Data, and Trends pages persists across all three pages. In the search fields, enter the search criteria, and then click [Search]. See “Defining Search Criteria” for information. Selecting Archive Data Points Select points for the archived data: 1.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE 3. Click [View] to display archived data for the specified time range. The Archive Data table will display the values collected for the highlighted tag during the specified time period. For information on sorting and viewing information in the table grid, see “Changing the Views”. Viewing Trends FactoryTalk Historian ME Trends page allows you to select multiple tags and draw a trend chart to view data.
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4 • VIEWING DATA Select points to view in Trend Chart Enter Start Time and End Time range Select Click green Enable Auto arrow to draw the Show Points and Refresh rate trend chart Show Vertical Bar AUTO REFRESH Click the green arrow to generate a trend chart for selected points in the table. Timestamps on the Y axis change as time passes and the chart refreshes. Click the red box to stop Auto Refresh. Auto Refresh must be disabled before you use the Zoom, Show Points, or Show Vertical Bar features.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Y axis numbers represent point values Click the red box to stop Auto Refresh X axis numbers represent timestamps Click the scroll bar to view information for more than two points SHOW VERTICAL BAR Check the Show Vertical Bar checkbox to display a vertical bar across all pointson an X axis. At the bottom of the trend chart, timestamps will be adjusted when you click inside the trend chart and drag the vertical bar across the chart.
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4 • VIEWING DATA Use the Vertical Bar to align and study points of interest SMALL WINDOW The small window next to the Trend Chart displays the chart in the total time period set by the time parameters. ZOOM To zoom in on a specific time span for a set of data, click and drag the mouse to draw a box and release the mouse. The highlighted area will display in the trend chart allowing you to view data in a specific time span more closely. You must disable Auto Refresh (by clicking the red square) to zoom.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Click [Reset] to reset the small window to its original view Use the scrollbar to view information for more tags Uncheck the box to remove a point from the chart Changing the Views The Current Data, Archive Data, and Trends view can be changed by filtering data, sorting columns, refreshing, and (for Current Data) auto refreshing. Filtering Search Results Data To filter search results, select either the All Rows or Selected Rows radio button.
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4 • VIEWING DATA Sorting Columns You can sort any table column in the current, archive, or trends table. Simply click the up-down arrow in the column heading. Click the Up-Down arrow to toggle the column sort To reduce the load on the FactoryTalk Historian ME processor, sorting occurs on the client computer. If you are monitoring your CPU through the Windows Task Manager, you may see spikes in resource usage due to sorting. Mouse over a column name to display the down arrow.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Auto Refreshing a View To set the table to auto refresh, enter a refresh interval (in sections) in the Auto Refresh box below the table. Setting the Auto Refresh value to 0 or not entering a value in the box disables the Auto Refresh feature. When using the auto refresh feature, note the following:     Try to limit the amount of time auto refresh is being used. It is not recommended to keep a page running in auto refresh mode when you are not using it.
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4 • VIEWING DATA Symbol Definition T Today hh:mm:ss Y Yesterday hh:mm:ss d Day Monday or Mon Last Monday hh:mm:ss h Hour m Minutes s Seconds + Future time - Past time 63
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5 Managing Points This chapter contains the following sections:  “Using the Add Points Wizard”  “Using the Tag Browser to Create Points”  “Manually Creating and Editing Points”  “Defining Point Attributes”  “Configuring Scan Types”  “Configuring Trigger Input and Output Points”  “Working with Scan Classes” Using the Add Points Wizard To start the wizard, click Manage Points in the top navigation bar, then click the Add Points Wizard in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Discovering Tags In Step 1: Discover Tags, set the search parameters for discovery of tags. Parameters include the rule file, tag file, scan rate, and controller. Click the arrow icon to view the rule file or the tag attribute file Check a box to select controller tags to browse 1. Select a Rule file (optional). ADDefault.xml is the default. You may select None. A rule file is an XML file that determines which points will be discovered by the wizard.
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5 • MANAGING POINTS  Create a custom rule file with an Item.Count LTE parameter value that is greater than 2000. If you select None and do not apply rules, clicking [Show Tags] will generate a list of all points from Logix controllers. 2. Select a Tag file. The Tag (also called tag attribute) file is an XML file that determines the properties (attributes) of the points to be created. FTHMETagDefault.xml is the default.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE When selecting a scan rate, it is important to be aware that points that have an invalid scan rate configured will not be created. The valid scan rates are as follows:   Advised and Polled - equal to or greater than 0.5 seconds. High Speed - equal to or greater than 0.01 seconds and equal to or less than 0.5 seconds. Any point that was not created is listed in the Review Results page with the reason it was not created.
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5 • MANAGING POINTS You can create a maximum of 2500 data points per FactoryTalk Historian ME. If you exceed 2500 data points, the Create button will automatically become deactivated. You can deselect points from the Select field to reduce the number of points. When the point count is less than 2501, the Create button will automatically become reactivated. Stop Data Collection before adding and creating points to ensure minimal impact on Logix controller memory.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE You can also use the following features to tune your selections before you create points.    70 All/None - toggle the All/None checkbox to select or clear all points. If you select None, the checkboxes are cleared and you must select points individually to create them. [Change Scan Rate] - allows you to alter the scan rate set in Step 1: Discover Tags.
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5 • MANAGING POINTS Alter the original scan rate Change the number of points Select the points you want to create by selecting the checkboxes for each point and then clicking [Create]. After all points are created, FactoryTalk Historian ME will display a list of points that were not created in the Points Not Created table if there are any errors. Click [Restart Wizard] to begin the point creation process again. Your browser will prompt you to verify that you want to recreate points using the wizard.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  Data Collection Status - indicates whether Data Collection is running or stopped. To stop Data Collection, click [Stop Data Collection]. The button immediately changes to [Start Data Collection]. Make sure that Data Collection is fully stopped before starting it again. This may take a few minutes. For optimal performance, stopping and re-starting Data Collection is recommended after tags are created.
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5 • MANAGING POINTS Using the Tag Browser to Create Points The Add Individual Points page provides a consolidated tree view in which you can browse and view controller tags and then select one or more tags for point creation. Click Manage Points in the top navigation bar, then click the Add Individual Points in the left navigation bar to access the page. You can create a maximum of 2500 data points per FactoryTalk Historian ME.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  Scan Rate - use the drop-down list to set the scan rate. The scan rate is the rate (in seconds) at which the data will be collected. This scan rate setting supercedes the scan rate specified in the tag attribute file. The Add Individual Points page consists of three panes: Folders, Contents, and Selected Tags. Folders Pane The Folders pane displays a list of ControlLogix project files.
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5 • MANAGING POINTS Creating Points To create points in the tag browser: 1. Select the folder that contains tags of interest. The Contents pane displays the tag name and type from the selected folder. The Contents pane is automatically populated Select the folder 2. Check the box in the Select column to select tags in the Contents pane. You can use the All/None checkbox and the Tag Filter to filter the tags.   All/None - toggle the All/None checkbox to select or clear all tags.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Tune your tag selection with the Tag Filter or the All/ None checkbox Click [Add Tag(s) to List] to move tags to the table below and create points 4. To create points, click [Create]. List of selected tags Click [Create] 5. A confirmation dialog box will prompt you with the question, “Are you sure you want to create these points?” Click [Yes] to proceed. If Data Collection is already running, points will start to collect data.
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5 • MANAGING POINTS A result page will display. The first section provides you with the number of points created, number of points not created and the total number of points in the module. The second section provides Data Collection status. The Points Not Created table provides a list of points not created and theerror message that explain the reason why the point was not created. Duplicate tag names are not allowed.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Manually Creating and Editing Points To manually create new points or edit point attributes, click Manage Points in the top navigation bar, and then click Edit Points in the left navigation bar. Point attributes tell FactoryTalk Historian ME how and when the server should collect data from a particular data source.
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5 • MANAGING POINTS You can also use the Edit Points page to rename points. 1. Enter search criteria in the available fields and click [Search]. 2. In the search results field, highlight the point you want to rename. 3. At the bottom of the table, click [Rename]. The Point Property page opens. 4. Enter the new point name and click [Save]. Click [Reset] to reset the values. If the Data Transfer service is in Auto Transfer mode, the new points will be created with the new tag names.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Defining Point Attributes The Point Property page allows you to specify settings for each point. It contains four sections: General, Exception Filtering, Compression Filtering, and Snapshot Value. Click [Reset] to clear the sheet and enter new values. GENERAL POINT PROPERTIES The General section contains the following fields:  80 Name - provides a label for the point. Follow these conventions when naming a point:  The name must be unique.
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5 • MANAGING POINTS    The following characters are not allowed: * ' ? ; { } [ ] | \ ` ` " ( ) Descriptor - defines the base point attribute that can be used to provide a textual description of a point. The Descriptor is a common attribute to display in various client applications and user reports. Extended Description - only used with Trigger Input or Output tags.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Selections include:  Int16 - used for points whose values are 16-bit integers.  Int32 - used for points whose values are 32-bit integers.  Float16 - used for points whose values are 16-bit floating point values.  Float32 - used for points whose values are 32-bit floating point values.  Float64 - used for points whose values are 64-bit floating point values.  String - used to store string data up to 1000 characters.
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5 • MANAGING POINTS Selections include:  Polled - polled tags are scanned and the data event (with value and timestamp) is sent to the local FactoryTalk Historian ME server at the specified scan time interval. In general, polled tags are intended for scan rates greater than 0.5 seconds.  Advised - advised tags are scanned for new values at timed intervals that are defined by the scan class. However, a new event happens (becomes available) only if the value has changed from the previous event.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE   Typical Value - provides an example of a reasonable value for this point. For a numeric tag, it must be greater than or equal to the zero, and less than or equal to the zero plus the span. Point Source - identifies a point as belonging to a particular interface. When you configure an interface, you specify a point source for that interface.
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5 • MANAGING POINTS COMPRESSION FILTERING POINT PROPERTIES When a new Snapshot arrives, the previous one is evaluated according to the compression specifications to see if it is a significant event. If so, it is sent to the Event Queue. If not, it is discarded. The result is that only significant data is written to the archive. This process is called compression.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE SNAPSHOT VALUE POINT PROPERTIES The Snapshot Value section contains the following fields:  Value - the current value of the tag, which is based on the tag type.  Timestamp - time and date stamp for the current value of the tag. Configuring Scan Types The Data Collection service collects points based on scan type and scan rate. You must ensure scan types and scan rates are correctly configured for the Data Collection service.
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5 • MANAGING POINTS Controller From External Data Source Trigger Input points Controller To External Data Source (Write back) Output points FactoryTalk Historian ME Archive Input Points An input point is a polled, advised, or high speed or triggered point when the data flow is from a controller to the FactoryTalk Historian ME snapshot and archive. For Trigger Input points, a separate trigger point must be configured.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The Output point is associated with the trigger point by setting the Source Tag attribute of the Output point equal to the tag name of the trigger point. An output is triggered when a new value is sent to the snapshot of the trigger point. The new value does not need to be different than the previous value that was sent to the snapshot to trigger an output, but the timestamp of the new value needs to be more recent than the previous value.
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5 • MANAGING POINTS  Allows a space, comma, or semicolon to separate trigger definitions. Trigger Condition Keyword Description Example TRIG The condition is always Any. EVENT Any EVENT Nonzero Trigger on any non-zero value. An event is triggered on a value change from “Pt Created” to 1 but it is not triggered on a value change from 1 to “bad Input”. EVENT Anychange Trigger on any change as long as the value of the current event is different from the value of the previous event.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Trigger Point Configuration Examples This section contains a set of configuration examples for Trigger Input points and Output points.
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5 • MANAGING POINTS  Triggered Input Point with EVENT Keyword and Increment Condition OUTPUT POINTS  Triggered Output Point 91
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE 92  Triggered Output Point with TRIG Keyword  Trigger Output Point with EVENT Keyword and Anychange Condition
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5 • MANAGING POINTS Working with Scan Classes A scan class is a code that FactoryTalk Historian ME interfaces use to schedule Data Collection. Scan classes consist of a period of time in seconds, which tells FactoryTalk Historian ME how often to collect the data. You must have administrator privileges to create, edit, or remove scan classes. To create, edit, or remove a scan class, click Manage Points in the top navigation bar, then click the Edit Scan Class(es) in the left-side navigation.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE After creating, editing, or removing a scan class, a dialog displays indicating that Data Collection and Data Transfer must be restarted. When you have finished modifying the scan classes, click [Restart]. Creating a Scan Class To create a new scan class: 1. Click [New]. The name of the new scan class is entered in the Scan Point field. FactoryTalk Historian ME does not support editing the scan class name. 2. Enter a time value, in seconds, in the Time field.
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6 Collecting Data This chapter contains the following sections:  “Collecting Data Overview”  “Starting and Stopping Data Collection”  “Viewing Data Collection Status”  “Storing Data”  “Exception Filtering”  “Compression Filtering” Collecting Data Overview To view Data Collection information, click Configure Historian in the main navigation bar, and then click Data Collection in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  Total Archive Files - the number of 10-MB archive files residing in the archive. On the 1G FactoryTalk Historian ME, approximately 40 10-MB archive files are pre-allocated as data containers.  On the 2G FactoryTalk Historian ME, approximately 130 10-MB archive files are pre-allocated as data containers. Total Archive Files Used - the number of archive files currently being used to store data in the Archive subsystem.
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6 • COLLECTING DATA Viewing Data Collection Status The Status section shows whether Data Collection is running or stopped. The Data Collection service is optimized to collect as many points as possible based on scan rates.   Running - indicates that the Data Collection interface is currently collecting and archiving data. Stopped - indicates that the Data Collection interface is currently stopped. Data is not being collected.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE These Data Collection controls are also available to the controllers (through the master controller in the chassis) using all controller programming languages, such as Ladder logic. Storing Data To view FactoryTalk Historian ME data storage information, click Configure Historian in the top navigation bar, and then click Data Storage in the left navigation bar. The Data Storage service monitors the NAND flash-based storage used in the module.
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6 • COLLECTING DATA Archive Statistics The Archive Statistics section displays information about file system usage.    Total Archive - total amount of disk space allocated for the data archive. Total Archive Used - total amount of disk space currently in use for archived data on the archive partition. Total Archive Free - total disk space available on the archive partition. This space is not currently in use.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Log Threshold Configuration The Log Threshold Configuration section allows you to specify a warning level for log files. The range is 95-99%, and the default is 95%. When the log storage reaches its configured threshold, the FactoryTalk Historian ME deletes older log files and logs a message in the System Log page: “ has been removed because the /mnt/log partition is full.
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6 • COLLECTING DATA Archive Usage Threshold Configuration The Archive Usage Threshold Configuration section allows you to specify the warning and critical levels for Data Storage.   Warning - a capacity percentage between 25 and 100 at which FactoryTalk Historian ME will issue a warning. The default is 50%. Critical - a capacity percentage between 25 and 100 at which FactoryTalk Historian ME will issue a critical message. The default is 75%.
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A is the last reported value. TEMPERATURE FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE ExcMax ExcDev ExcDev TIME D falls outside the The value DD deadband so the Data Collection service reports it and the previous value to the FactoryTalk Historian ME. In the preceding illustration, values A, D, and C are reported to the FactoryTalk Historian ME server. Value A is the last reported value, and values B and C fall within the exception deadband.
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6 • COLLECTING DATA Field ExcMax Description Sets a limit on how long the Data Collection service can go without reporting a value to the FactoryTalk Historian ME server. After the ExcMax time period, the Data Collection service sends the next new value to the FactoryTalk Historian ME server, regardless of whether the new value is different from the last reported value.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Parameter NewEvent Description The value/status/timestamp of event to test for exception. Exception reporting works by comparing the new event to the old event as follows:      If the time new event timestamp and old event timestamp is greater than or equal to the ExcMax, the new event is sent to the Snapshot. For digital points, if the new value differs from the old value, the new event is sent to the Snapshot regardless of excmin time.
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6 • COLLECTING DATA EXCEPTION MINIMUM The Exception Minimum (ExcMin) attribute is a deadband after the previous value. This is used to suppress noise. It is specified in seconds. A new data value that is received before the end of the ExcMin interval will be discarded. EXCEPTION MAXIMUM The Exception Maximum (ExcMax) attribute puts a limit on the length of time that values can be discarded due to exception testing. For example, it is possible for the incoming data to be a single value for many days.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE This simple example illustrates how FactoryTalk Historian ME applies data compression. In practice, the curves are more complex than straight lines, and the compression specifications for each tag must be tuned properly to achieve a balance between storage efficiency and accuracy. The same principle applies to compressing real-world data.
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6 • COLLECTING DATA Compression Maximum time (CompMax) Eng Unit Value  TIME The compression specifications work in a similar way to the exception specifications. Just like exception reporting, compression is a filter. The difference is that the exception specifications determine which events should be sent to FactoryTalk Historian ME, whereas the compression specifications determine which of the events sent to FactoryTalk Historian ME should go into the archive.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE change at all uses very little archive space. A compression maximum time of one work shift (for example, 8 hours) is often a good choice. Use the CompMin to prevent an extremely noisy point from using a large amount of archive space. This parameter should be set to zero for any point coming from Data Collection that does exception reporting. In this case, the exception minimum time should be used to control particularly noisy points.
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7 Transferring Data This chapter contains the following sections:  “Transferring Data Overview”  “Configuring Data Transfer”  “Selecting Points to Transfer” Transferring Data Overview The Data Transfer service works with the Data Storage and Data Collection services to transfer historical data to a FactoryTalk Historian Site Edition (SE) server. The Data Transfer service can only transfer data to one FactoryTalk Historian SE server at a time.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Before transferring data from FactoryTalk Historian ME to FactoryTalk Historian SE, make sure that the FactoryTalk Historian SE server has an archive that covers the data time period you have in FactoryTalk Historian ME. You may need to create an archive for FactoryTalk Historian SE that covers this time period. See the FactoryTalk Historian SE System Management Tools (SMT) online help for instructions.
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7 • TRANSFERRING DATA Processing Tag Data The FactoryTalk Historian ME processes new and existing point data:   New Points - for new event data from the Data Storage service, if the point ID is not in the Point ID mapping table, the Data Transfer service gets the Point ID from the FactoryTalk Historian ME and sends a request to the FactoryTalk Historian SE server to add a new point. The FactoryTalk Historian SE server responds with a unique Point ID.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Configuring Data Transfer To configure the Data Transfer service, click Configure Historian in the top navigation bar, and then click Data Transfer in the left navigation bar. Prerequisite Information Before transferring data, you must:  Ensure that you have administrator privileges and other necessary security settings configured to enable the Data Transfer service in the FactoryTalk Historian ME.
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7 • TRANSFERRING DATA Establishing a FactoryTalk Historian SE Connection To establish a connection to the FactoryTalk Historian SE server: 1. Enter the server host name or IP address in the Host Server field. This must be a host name or IP address for a single server. FactoryTalk Historian SE server collectives are not supported. 2. Click [Test Connection] to confirm that the server can be accessed. Two indicators will confirm that the connection has been established.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE number of FactoryTalk Historian ME points that can be transferred to the FactoryTalk Historian SE.  "FTMS" Points Available - the total number of points assigned by the license minus the number of points that are already being transferred to the FactoryTalk Historian SE server. Setting Data Transfer Parameters The Data Transfer service status is either started or stopped. Click the appropriate button to either start or stop Data Transfer.
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7 • TRANSFERRING DATA If the Data Transfer service is in Auto Transfer mode after points have been created, it may continue running. If Auto Transfer mode is not enabled, you must manually select points to transfer and restart Data Transfer. Viewing Data Transfer Statistics The Data Transfer service records performance statistics that determine the connection reliability. These statistics can be used to refine the settings in the Configuration service.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Selecting Points to Transfer To assign FactoryTalk Historian ME data for transfer, click Configure Historian in the top navigation bar, and then click Data Transfer Points in the left navigation bar. The Data Transfer Points page allows you to search for points in the FactoryTalk Historian ME database and assign them for transfer to the selected FactoryTalk Historian SE server. To populate the Data Transfer Points table: 1.
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7 • TRANSFERRING DATA Viewing FactoryTalk Historian SE Information The FactoryTalk Historian SE Information section provides the following information:   FTHSE Licensed Points - FactoryTalk Historian ME scans the FactoryTalk Historian SE server you set in the Data Transfer window to determine the total number of FactoryTalk Historian SE licensed points reserved to the FactoryTalk Historian ME.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Manually Transferring Points To map data points to the FactoryTalk Historian SE server, select the points in the table by checking the checkboxes, and click [Save]. To confirm the points have been mapped to the FactoryTalk Historian SE, click [Search]. The points you selected for mapping should have a Y in the Created in SE column.
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8 Administering the Module This chapter contains the following sections:  “Setting User Security”  “Managing Users”  “Managing Groups”  “Managing Time”  “Working with System Settings”  “Uploading Files to the Module”  “Backing Up and Restoring Module Configuration Files”  “Using the System Log”  “Repairing Archives”  “Restoring Defaults”  “Shutting Down”  “Restarting the Module”  “Rebooting the Module” Setting User Security You can configure your module for either Fac
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE If you plan to use the auditing features of FactoryTalk Historian ME while using FactoryTalk Security, you need to create user IDs in User Management that exactly match user IDs in FactoryTalk Security. This will allow you to track changes through a specific user and not a user group. Membership in the piadmin group does not automatically give special privileges. However, the piadmin user account does have unlimited access and cannot be deleted.
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8 • ADMINISTERING THE MODULE piadmin Restore Defaults piuser FTHAdministrators FTHEngineers FTHOperators FTHSupervisors All access View only All access All access View only View only Upload Management All access View only All access All access View only View only Time Management All access View only View only All access View only All access Native Security If you have administrator privileges, you can create, modify (including password reset), or delete users when the FactoryTalk Histori
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Creating Users To create a new user. 1. On the User Management page, click [New]. 2. Enter a user name. User names must be made up of English alphabet characters and the numeric characters 0-9. 3. Enter a description (optional). 4. Enter a password for the user (optional, but recommended). Passwords cannot be 16 characters long. 5. Confirm the password. 6. Select the group(s) you want this user to belong to (optional). 7. Click [Save].
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8 • ADMINISTERING THE MODULE Managing Groups FactoryTalk Historian ME groups can only be viewed, not changed. To view groups, click Configure Historian in the top navigation bar, and then click Group Management in the left navigation bar. Group Management displays the list of groups. This is a read-only page.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Managing Time To manage time in the FactoryTalk Historian ME, click Advanced in the main navigation bar, and then click Time Management in the left navigation bar. The Modules’s Current Time field displays the FactoryTalk Historian ME’s current time. Precise timing is critical for most module services including Data Collection, Data Transfer, and Data Storage because all events are time-stamped and the order of these events is important.
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8 • ADMINISTERING THE MODULE Clock Drifts It is generally a good practice to synchronize all devices to a single reliable time source. Even though clock drifts may occur among the module, FactoryTalk Historian SE, and any controllers, efforts should be made to minimize this. To adjust for time variations caused by clock drifts forward or backward in time, the module will slew or step as needed. module log files are provided for time-related warnings and information.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Time Synchronization Settings The FactoryTalk Historian ME can periodically check external time sources to synchronize its time settings. Synchronization is based on a single selected time source that coordinates time accuracy among different devices in your FactoryTalk environment.
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8 • ADMINISTERING THE MODULE It is critical that you controller’s time is set, configured, and synchronized properly. If your FactoryTalk Historian ME application uses the high speed scan type (collecting data between 10ms and 500ms), the controller generates the timestamp. The RSLogix 5000 installation CD contains a Logix5000 Clock Update tool. The tool lets you view and synchronize the system time of the controllers and devices on a network, using any PC running Microsoft Windows and RSLinx Classic.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Due to the potential drift of the real-time clock over time, the Manual Set option should only be used in rare cases such as demonstrations or troubleshooting associated with maintenance. The FactoryTalk Historian ME will not synchronize with any time source if you set the time using Manual Set.
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8 • ADMINISTERING THE MODULE Verify your NTP server is listed Note “time reset” and “synchronized to” messages Check the NTP Server field to ensure that your NTP server is properly set. Note the “time reset” and “synchronize to” messages, which indicate successful synchronization. If the time synchronization with an NTP server (including a FactoryTalk Historian SE server) is not successful, you may see the following error messages in the NTP Logs section.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE NTP Log Message No reply; clock not set. Message Information The time was not synchronized successfully. Setting the Time Zone Current Time Zone displays the current time zone. Eastern Standard Time (EST) is the default time zone. To set a new time zone, choose a region and time zone from the drop-down menus, and click [Save]. Time zone settings for the module affect the time displayed on the Home page and on system log message timestamps.
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8 • ADMINISTERING THE MODULE Working with System Settings To modify the system settings, click Advanced in the main navigation bar, and then click System Settings in the left navigation bar. You must have administrator privileges to make any changes to the system settings. The FactoryTalk Historian ME allows you to modify the system settings for the module through the web interface. This includes modifying the module name and setting the network settings. .
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Configuring the Module Name The default module name has the FactoryTalk Historian ME module serial number prepended to -FTHME. For example, A0003027-FTHME. This guarantees a unique name, which is important when the module transfers data to a FactoryTalk Historian SE server. The FactoryTalk Historian ME module name is prepended to the FactoryTalk Historian ME tag name to create the FactoryTalk Historian SE tag name.
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8 • ADMINISTERING THE MODULE  The module name is changed from FTHME1 to FTHME2. Because of this, the same tags that were already transferred will be transferred again because now their tag name is FTHME2.. These duplicate tags will be counted against your allotted number of points. Configuring Network Settings Working with network settings may require your local network administrator’s expertise. Contact your IT department for assistance if you need help.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE This field is enabled when you select Static IP Address. This value will be unique to your location. Check with your IT department to get the correct value.  Default Gateway - the network default gateway. This allows data to be passed from one subnet to another subnet in a network. This field is enabled when you select Static IP Address.  Search Domain - the DNS search domain.
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8 • ADMINISTERING THE MODULE Uploading Files to the Module To upload files in the FactoryTalk Historian ME, click Advanced in the main navigation bar, and then click Upload Management in the left navigation bar. The Upload Management section of FactoryTalk Historian ME Web allows users to upload, view, and delete the following file types:  Auto Discovery Rule Files - the Add Points Wizard uses these files when discovering tags.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Check the Format of an Uploaded File To check if an XML file is formatted properly, highlight the file and click [Check Format]. Clicking [Check Format] does not check the format of other file types. Viewing an Uploaded File To view the file in a new browser window, highlight the file and click [View]. Deleting an Uploaded File To delete a file from the module, highlight a file in the list and click [Delete].
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8 • ADMINISTERING THE MODULE To avoid this issue, go to the System Settings page in the Advanced tab of the web interface to make sure that the restored module’s name is correct after the module has been restored. Displaying Backup Status The Backup Status section shows the most recent backup of the system configuration. This includes the backup date, file name, and the size of the backup file.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Downloading Files to a Client Computer The Download To Client section shows the last time the backup file was downloaded to the client computer as well as the file name. The file name is based on the date and time the file was created, so you can have more than one configuration file. Click [Download] to download a backed up configuration file. The button is inactive if no backup of the module has occurred.
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8 • ADMINISTERING THE MODULE Uploading a Backup File to the Module The Upload To Module section shows the last uploaded file name and timestamp. It also allows you to upload a previously backed up file to the module from the client computer. You can also upload a backup file downloaded from one FactoryTalk Historian ME to quickly configure another module. You can only have one backup configuration file on the module at a time. If you upload an older backup file, it will overwrite any newer backup file.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Restoring the Module from a Backup File To restore the module to a previous configuration, upload the backup file and click [Restore Wizard]. The Restore Configuration Wizard will guide you through a restoration process. After restoring the module configuration, the module will reboot automatically. This may take a few minutes. If a backup file is not stored on the module, the [Restore Wizard] button is greyed out. 1. Stop the module by clicking [Continue].
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8 • ADMINISTERING THE MODULE Restoring the Module Name When restoring a module, make sure that the restored module’s name is the same as the original module’s name. When tags are transferred to FactoryTalk Historian SE, the tags are appended with the module name. If the restored module’s name is different, the same tags will be transferred again with a different name. For example:   Tags from the module FTHME1 are being transferred to FactoryTalk Historian SE.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE 3. Click [Confirm] after you have the confirmed that the backup file is correct, and then click [Continue].
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8 • ADMINISTERING THE MODULE 4. Wait for key services to stop and the module to reboot.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Using the System Log To work with the FactoryTalk Historian ME system log files, click Advanced in the main navigation bar, and then click System Log in the left navigation bar. The System Log section of FactoryTalk Historian ME web displays messages reported to system log. If you are using IE 7.0 and want to export to Excel, you must install Windows hot fix 929863 (http://support.microsoft.com/kb/929863). See “IE 7 Hot Fix” for more details. .
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8 • ADMINISTERING THE MODULE When the FactoryTalk Historian ME systems are up and running and connection to the data source is lost, a message similar to the following will be logged: 0 DataCollection 28-Dec-09 19:00:47 [ERROR] HandleNotification() detected erroneous return condition from notify_on_event API. This message is logged once for every 300 errors to keep the log disk space from being flooded with too many error messages.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Repairing Archives Each time you reboot the system, the system will check to see if your archive files contain any data that has a timestamp for a time in the future. If future timestamps are found upon rebooting, the module’s STS light will be solid red and the LED will display: SAFE MODE LAN OK or SAFE MODE LAN LOST This indicates that the module is in safe mode.
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8 • ADMINISTERING THE MODULE Use the Archive Repair page to do the following:  Download and save an archive file. 1. Click Download in the Download Link column. 2. Save the file to the desired location. All archives are downloaded with the extension .rockwell by default. It is recommended that you rename the file. Downloading a file is recommended if you are going to delete the archive file from this page. If you need to create the archive, you will have a copy.  Delete the archive file. 1.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE that occurs, click [Reboot] to reboot the module. When the archives are checked again, no future timestamps will be found in the archive files and no repair is needed.  Repair the archive file. Click [Repair]. The following happens when an archive is repaired:  The current archive manager (piarstat.dat) is renamed to piarstat.dat.backup.  The current archive manager is deleted.  The snapshot data is deleted.  The archive manager is regenerated.
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8 • ADMINISTERING THE MODULE Restoring Defaults To restore the FactoryTalk Historian ME to its original configuration, click Advanced in the top navigation bar, and then click Restore Defaults in the left navigation bar. You must have administrator privileges to restore or reset the module. Retaining Backup Files Any backed up configuration file stored on the FactoryTalk Historian ME will be deleted as a result of the restoration.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Resetting the Module Clicking [Restore Defaults] restores the FactoryTalk Historian ME to its factory default settings. During default restoration, all data will be lost, and the FactoryTalk Historian ME web configuration will be restarted. If you restore the module defaults, you must also restart all module clients.
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8 • ADMINISTERING THE MODULE Resetting the Security Mode The results of resetting security depends on the Security mode you have configured for the module. If the module was configured for FactoryTalk Security, clicking [Security Reset] will result in the following:  Data Collection stops immediately.  The module is shut down and restarted using Native security.   The administrative piadmin user and users that were created in Native security mode are retained.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Shutting Down To shut down the module, click Advanced in the top navigation bar, and then click Module Shutdown in the left navigation bar. The Module Shutdown section displays a message: “Module shutdown will stop all FTH ME related services. Close Module Shutdown, and then remove and re-insert the ME Module. The FTH ME Web will be available after the ME Module has been re-inserted.
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8 • ADMINISTERING THE MODULE Restarting the Module To restart the module, you can:  Remove it from the chassis and reinsert it into the chassis.  Cycle the chassis power. Cycling the power on the chassis will cause FactoryTalk Historian ME to shut down. Do not cycle the power unless you have first shut down the module. To shut down the module, click Advanced in the top navigation bar, and go to the Module Shutdown page. Press [Module Shutdown].  Use the FactoryTalk Historian ME AOP in RSLogix 5000.
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9 Managing Security This chapter contains the following sections:  “Security Overview”  “FactoryTalk Security Prerequisites”  “Configuring Security”  “Managing Passwords”  “Understanding User Privileges”  “Managing Security Trusts” Security Overview FactoryTalk Historian ME requires a secure user login to access the system. Two types of security can be utilized: Native module security or FactoryTalk Security (FTSecurity).
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE FactoryTalk Security is a set of services integrated into the FactoryTalk Directory. The module only supports Network Directory centralized security services, managed by FactoryTalk Security. These services are configured in the FactoryTalk Administration Console, which is shipped on your module Client Tools CD. See the FactoryTalk Security documentation for details about FactoryTalk security.
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9 • MANAGING SECURITY Configuring Security To configure FactoryTalk Historian ME Security settings, click Configure Historian in the top navigation bar, and then click System Security in the left navigation bar. All clients should be logged out before making any changes to the security mode. Protocol Settings Setting up a secure server is a very complex process and is outside the scope of this documentation.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Therefore, switching security modes will change the list of available users and user groups. NATIVE SECURITY MODE FactoryTalk Historian ME provides a Native security system so that the module can be used as a standalone device. In this security mode you can set up users and groups to give others access to the FactoryTalk Historian ME system. See “Managing Users” and “Managing Groups” for information on setting up users and groups in Native security mode.
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9 • MANAGING SECURITY group security accounts as well as Windows-linked accounts, and set up security for common actions such as opening, writing to, deleting tags. If you are using FTSecurity mode, users must already be created in FTSecurity before being added in the FactoryTalk Historian ME web client. FactoryTalk Security can prevent the following:  Writes to specified tags from the FactoryTalk Historian ME client.  Access to specified displays from the FactoryTalk Historian ME client.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  FactoryTalk Historian ME Operators (FTHOperators) have the following privileges:  Read any point definition.  Read any point’s historical data set. If you plan to use the auditing features of FactoryTalk Historian ME while using FactoryTalk Security, you must to create user IDs in the User Management page that exactly match user IDs in FactoryTalk Security. This will allow you to track changes through a specific user and not a user group.
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9 • MANAGING SECURITY 4. Select a Secondary server (optional). Enter the IP address or host name of a secondary server. If the connection between the FactoryTalk Historian ME and the FactoryTalk Directory server is lost or becomes unavailable, then the FactoryTalk Historian ME will attempt to locate a secondary security server. This can be any other system in the network. It is recommended that you use a system that is always up and running to avoid possible failure at login.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Managing Passwords To manage passwords, click Configure Historian in the top navigation bar, and then click User Management in the left navigation bar. This feature is only available if the module is configured in Native security mode. Changing User Passwords Any user can change their own password, but only members of the piadmin group can reset passwords for other users. 1. On the User Management page, highlight the user whose password you want to reset. 2.
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9 • MANAGING SECURITY 7. Click [Back] to return to the User Management page. Resetting Default Admin Password If the default administrator (piadmin) password is lost or forgotten, and you cannot make administrator level changes to FactoryTalk Historian ME, you must reset the piadmin user password and security settings.   On the web interface, go to on the Restore Defaults page located under the Advanced tab and press [Security Reset]. In RSLogix 5000, go to the module properties in AOP.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE If the security mode is changed, all groups and users associated with the old security mode is lost.
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9 • MANAGING SECURITY FTSecurity Operation Administrator Native Security Engineer Supervisor Operator piadmin piuser Read Group Information Yes Yes Yes Yes Yes Yes Create/ Modify/Delete Group No No No No Yes No Create/ Modify/Delete Trust Yes No No No Yes No Save NTP Server Yes Yes No No Yes No Synchronize Time Yes Yes No No Yes No Read Backup Status Yes Yes Yes Yes Yes Yes Backup Configuration Yes Yes No No Yes No Download Backup File Yes Yes No N
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Managing Security Trusts To work with trusts, click Configure Historian in the top navigation bar, then click the Trust Management option in the left navigation bar. Users typically set up trusts in Native security mode to allow client applications that do not support FactoryTalk Security a secure method of accessing the FactoryTalk Historian ME.
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9 • MANAGING SECURITY Default Trusts Default Trust records are recreated or edited every time the FactoryTalk Historian ME starts. This guarantees access to all applications running on the local machine, even if:  The system’s network configuration changes.  The address changes as a result of a new network card. The FactoryTalk Historian ME server compares incoming connection credentials with every trust login record. Each field in a Trust record is compared to the corresponding credential field.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Creating a Trust To create a trust in the module web interface: 1. Click Configure Historian and then click the Trust Management in the left navigation bar. 2. Click [New]. 3. Enter the name of the trust in the Trust field. The Trust field is required. It is a record name that must be unique within the Trust table. Any alphanumeric combination is acceptable for the name of the trust.
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9 • MANAGING SECURITY 8. Enter the name of the network path in the Network Path field. 9. Enter an IP address in the IP Address field, and enter a subnet mask address in the NetMask field. The IP Address and Net Mask fields are optional and may be used for either PI API or PI-SDK applications. This pair of fields allows matching of exact machine IP addresses or specific subnets. 10. Click [Save] to apply the entered information and submit it to the web server.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE APPLICATION TRUSTS To successfully transfer data between FactoryTalk Historian ME and FactoryTalk Historian SE, you must create two application trusts on the FactoryTalk Historian SE server: webs and datatransfer. 1. Launch the FactoryTalk Historian SE SMT application. From the Windows Start menu run Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. 2.
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9 • MANAGING SECURITY You must create a trust for Data Transfer (datatransfer) and a trust for web applications (webs). This procedure describes creating a Data Transfer trust first. Use this procedure to create a web application trust after you create the Data Transfer trust. Select your FactoryTalk Historian SE server 7. Enter a name for the datatransfer trust in the Trust Name field. Click [Next]. The trust description is optional. 8. Select “PI-API application” for the trust type. Click [Next]. 9.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE . datatransfer Trust webs Trust 13. Repeat steps 3-12 to create a webs trust. Replace datatransfer with webs and add the appropriate information. 14. Select File > Exit from the drop-down menu to exit the SMT application. If you are configuring Data Transfer in the FactoryTalk Historian ME web interface next, you need to ensure that your FactoryTalk Historian SE is configured for Data Transfer.
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9 • MANAGING SECURITY . Ensure that licenses to support the FTMS point source have been activated on the FactoryTalk Historian SE server before you configure Data Transfer. To test the module’s connection to the FactoryTalk Historian SE server where the webs and datatransfer trusts you just created reside 1. Go to the FactoryTalk Historian SE Parameters section. 2. Enter the host name or IP address of your FactoryTalk Historian SE server in the Host Server field. 3. Click [Test Connection].
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10 Using Web Diagnostics The FactoryTalk Historian ME is an embedded system with multiple layers of firmware applications. Firmware applications and hardware components can be found on the FactoryTalk Historian ME Web Diagnostic interface. Information contained in these pages can aid in troubleshooting and performance tuning your module. To access the interface, open http://:8080 in a browser window.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  Firmware Version - the version number of the firmware.  Serial Number - the serial number of the FactoryTalk Historian ME.  Up Time - the amount of CPU time used. Hardware Diagnostics Hardware components are located on the FactoryTalk Historian ME Web Diagnostics interface under the Hardware tab. To access the page, click Hardware in the top navigation bar of the Web Diagnostics interface.
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10 • USING WEB DIAGNOSTICS Overview The Hardware Overview page displays the following information:  CPU Usage - the percent of CPU utilization for the module.  RAM Usage - the RAM (physical memory) usage in megabytes (and percentage.)  NAND Usage - NAND usage (storage) in megabytes (and percentage.)  Ethernet Link - displays the module’s Ethernet connection status.  LED - information for either the static or the scroll display will be available.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE CPU, RAM The CPU, RAM page displays the CPU and RAM statistics as well as results from the Linux top command. To access the page, click Hardware in the top navigation bar of the Web Diagnostics interface, and then click CPU, RAM in the left navigation bar. The CPU, RAM page lists the following information under CPU Statistics: 178  Cache - the amount of CPU cache present on the module.  Mode l - CPU information.  Speed - CPU speed.
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10 • USING WEB DIAGNOSTICS The CPU, RAM page lists the following information under RAM Statistics:  Buffers - total amount of RAM in megabytes that is buffered.  Cached - total amount of RAM in megabytes that is cached.  Active - total amount of RAM in megabytes that is in use.  Inactive - total amount of RAM in megabytes that is not in use.  Usage - the percent of total memory utilization for the module. The Top Result section displays results of the Linux top command.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The Application section provides FactoryTalk Historian ME server binary files’ disk space allocation statistics.    Total Storage - total amount of space allocated for server binary files. Total Storage Used - amount of space in megabytes (and percentage) currently used for server binary files. Total Storage Free - amount of space in megabytes available for server binary files. The Archive section provides archive storage disk space allocation statistics.
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10 • USING WEB DIAGNOSTICS The Controller Statistics page provides information about Logix Controllers in the chassis.  Slot Number - the chassis slot in which the Logix Controller is installed.  Application Name - the name of the program running on the Logix Controller.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE The ControlBus Statistics page lists the following information:       RX bad Multicast CRC - the number of multicast received cyclic redundancy check (CRC) errors since the last power on, module reset, or Internet Cache Protocol (ICP) Object Reset Service received. Multicast CRC Error Threshold - the threshold value for entering a fault state due to multicast CRC errors.
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10 • USING WEB DIAGNOSTICS EtherNet/IP The EtherNet/IP page displays information on the network settings and statistics. To access the page, click Hardware in the top navigation bar of the Web Diagnostics interface, and then click EtherNet/IP in the left navigation bar. The EtherNet/IP page lists the following information under Network Settings:  Link Status - indicates if the FactoryTalk Historian ME is connected to the Ethernet network.  IP Address - the FactoryTalk Historian ME IP address.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Display LED This page displays the current message being displayed or scrolled on the module LED in further detail and the LED statistics. To access the page, click Hardware in the top navigation bar of the Web Diagnostics interface, and then click Display LED in the left navigation bar. The Display LED page lists Current Display and LED Statistics information. Data for either the static or the scroll display will be available.
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10 • USING WEB DIAGNOSTICS Time Management To access the page, click Hardware in the top navigation bar of the Web Diagnostics interface, and then click Time Management in the left navigation bar. Select an NTP log file to view The Time Management page displays the following information:  Time Source - the source of the module's current time. See the “Managing Time” section for information about time source options.  Current Time Zone - the current time zone for the module.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE  Module's Current Time - the current date and time of the module.  RTC Time - the current time of the Real Time Clock (RTC).  Last Update Time - the date and time of when the module time was last updated.  Controller Path - the path to the Controller system from an external time source.  Update Rate - how often the time is updated from an external time source.  NTP Server - the IP address of the NTP server from an external time source.
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10 • USING WEB DIAGNOSTICS Firmware Diagnostics Firmware components are located on the FactoryTalk Historian ME Web Diagnostics interface under the Firmware tab. To access the interface, open http:// :8080 in a browser window and click the Firmware tab in the top navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Click the links in the left navigation bar to view the following firmware component diagnostic pages:  “Overview”  “Historian Server”  “CIP”  “Data Server”  “Data Collection”  “Data Transfer”  “Data Storage”  “Web Configuration Server”  “Web Diagnostics Server”  “Startup Log”  “Core Dump Directory”  “PI Commands”  “Logs Download” Overview The Firmware Overview page displays the following information:     188 Compone
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10 • USING WEB DIAGNOSTICS Historian Server The Historian Server page displays information about the FactoryTalk Historian ME server Linux operating system, its functioning subsystems, and its tuning parameters. You cannot configure settings on this page. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Historian Server in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE CIP The Control and Information Protocol (CIP) page displays the CIP process name, CPU usage, memory used, up time, priority, Nice value, and a restart button for the CIP process. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click CIP in the left navigation bar. The CIP page lists the following information:  Process Name - the title of the process.  CPU Usage - the percent of CPU utilization.
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10 • USING WEB DIAGNOSTICS Data Server The Data Server page displays the Data Server process name, CPU usage, memory used, up time, priority, and Nice value. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Data Server in the left navigation bar. The Data Server page lists the following information:  Process Name - the title of the process.  CPU Usage - the percent of CPU utilization.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Data Collection The Data Collection page displays the Data Collection process name, CPU usage, memory used, up time, priority, Nice value, and collection rate. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Data Collection in the left navigation bar. The Data Collection page lists the following information:  Process Name - a label for the process.  CPU Usage - the percent of CPU utilization.
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10 • USING WEB DIAGNOSTICS Data Transfer The Data Transfer page displays the Data transfer process name, CPU usage, memory used, up time, priority, Nice value, transfer rate, and successful attempts rate. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Data Transfer in the left navigation bar. The Data Transfer page lists the following information:  Process Name - the title of the process.  CPU Usage - the percent of CPU utilization.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Data Storage The Data Storage page storage-related information. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Data Storage in the left navigation bar. The Data Storage page displays the following information:     194 Process Information - contains the process name, CPU usage, memory used, up time, priority, and Nice value.
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10 • USING WEB DIAGNOSTICS Web Configuration Server The Web Configuration Server page displays the Web Configuration Server process name, CPU usage, memory used, up time, priority, Nice value, and a button to restart the web configuration server process. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Web Configuration Server in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Web Diagnostics Server The Web Diagnostics Server page displays the Web Diagnostics Server process name, CPU usage, memory used, up time, priority, and Nice value. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Web Diagnostics Server in the left navigation bar. The Web Diagnostics Server page lists the following information:  Process Name - the title of the process.
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10 • USING WEB DIAGNOSTICS Startup Log Each time the module is rebooted, the time, source (server), and message are recorded in the startup log. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Startup Log in the left navigation bar. To search the startup log, enter the time parameters, the source you want to search for, and the maximum number of records you want the search to return. Click [Search].
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Core Dump Directory This list contains all core dumps stored on the FactoryTalk Historian ME. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click Core Dump Directory in the left navigation bar. To download a core dump file, highlight it in the list and click [Download]. To delete a core dump file, highlight the file and click [Delete].
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10 • USING WEB DIAGNOSTICS PI Commands Executing some PI commands can irreparably damage the data server, stored data, and possibly the FactoryTalk Historian ME module. Rockwell recommends you consult with Rockwell Technical Support before executing any PI command. The PI commands page lists all available PI commands. To access the page, click Firmware in the top navigation bar of the Web Diagnostics interface, and then click PI Commands in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER’S GUIDE Logs Download Any kind of firmware upgrade or reinstall will clear out all logs. A firmware upgrade will preserve archived data and application configuration information, but a reinstall will clear out all application configuration information and archived data. If you want to save your settings, download and back up your configuration and logs.
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A FactoryTalk Historian ME Rule Editor The FactoryTalk Historian ME Rule Editor allows you to create, change, and delete custom rules for use in the point discovery process. After you create rule files, you can upload them to the module using the Upload Management section of FactoryTalk Historian ME web interface. Tags that match the rules you create will be found and added to the FactoryTalk Historian ME server as part of the tag discovery process in the Add Points Wizard.
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FACTORYTALK HISTORIAN ME USER’S GUIDE If you are using FactoryTalk Historian ME with FactoryTalk Historian SE, you can use the FactoryTalk Historian SE Rule Editor. Rule Editor Overview To launch the Rule Editor, go to the Start menu, and click Programs > Rockwell Software > FactoryTalk Historian ME > Rule Editor. The initial Rule Editor dialog box contains three sections, 1) File Management, 2) Current Rule File, and 3) the Rule table, as well as links to three dialog boxes, 1) View XML File...
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A • FACTORYTALK HISTORIAN ME RULE EDITOR File Management Settings The File Management section contains the following information:  Include default rule set Select this option if you want to use the default rules during point discovery. Clear this option if you do not want the default rule set to be used during the discovery process. The default rule set includes rules to find tags in controllers using the built-in data types such as SINT, DINT, REAL.
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FACTORYTALK HISTORIAN ME USER’S GUIDE  Tag Attributes File Management… Click to view the Tag Attribute File List dialog box, which provides a means to create and manage your Tag Attributes files. Current Rule File Settings The Current Rule File section contains the following information:    File Name - displays the location of the user-defined rule file you selected from the FactoryTalk Historian ME User Defined Rule File List dialog box.
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A • FACTORYTALK HISTORIAN ME RULE EDITOR To create a new rule file: 1. Click [Rule File Management...]. This opens the User Defined Rule File List dialog. The dialog box contains a list of available user-defined You can create multiple user-defined rule files. Within each user-defined file, you can create multiple rules and associate each rule with a Tag Attribute file. However, you can only use one rule file at a time using the Add Points Wizard in the FactoryTalk Historian ME web interface. 2.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 5. (Optional) Create a tag attribute file. Go to “Creating Tag Attribute Files” for details. 6. Add a rule to the current rule file. See “Defining Rules” for more details. 7. Click [Save] to save your work. Defining Rules Once you have your rule file created, use the following steps to add rules to the file. When defining rules, note the following:   The data point (tag) name in a FactoryTalk Historian ME consists of multiple nodes separated by a period “.
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A • FACTORYTALK HISTORIAN ME RULE EDITOR 2. Define a description for the rule. This description displays in the FactoryTalk Historian ME Rule Editor list. 3. In the From: section, select the source of historical data.  First drop-down menu Use the default selection, LinxEnterprise.  Second drop-down menu Use the default selection, LogixController.
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FACTORYTALK HISTORIAN ME USER’S GUIDE based on the sub-elements of the UDT. See “Add these historian points” below.  data type Select this option to discover tags based on a match to a data type.  Second drop-down menu: select one of the following:  starts with Select if the name or data type should start with the string in the string entry field. This option is only available if you have selected Where: name from the list above.
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A • FACTORYTALK HISTORIAN ME RULE EDITOR  Using this configuration Select a Tag Attribute File from the list. If you do not select a Tag Attribute file, the default configuration file (FTHMETagDefault.xml) will be used. 5. Click [OK]. The new rule displays in the Rule Table of the FactoryTalk Historian ME Rule Editor. Creating Tag Attribute Files FactoryTalk Historian ME uses a Tag Attribute file named FTHMETagDefault.xml by default. However, you can create your own Tag Attribute files.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 1. Access this dialog by clicking [Tag Attributes File Management...] in the Rule Editor. 2. Click either [New] to add a new tag attribute file or select a file and click [Edit] to edit an existing tag attribute file. 3. Define the following properties:  File Name Enter a name for the attribute file.  Description Enter a description for the attribute file. A maximum of 80 characters is allowed.  Scan class Select a scan rate and scan class.
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A • FACTORYTALK HISTORIAN ME RULE EDITOR unit strings are case-preserving and case-insensitive. The system trims leading and trailing blank spaces during input. A single quote (‘) in a string must be preceded by a double quote (“). Similarly, a double quote in a string must be preceded by a single quote. Long strings can be used for more readable engineering units.  Display Digits Controls the format of numeric values on screens and in reports.
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FACTORYTALK HISTORIAN ME USER’S GUIDE  Typical value Enter a reasonable value for a point. For a numeric tag, it must be greater than or equal to the value of the Zero property, and less than or equal to the value of the Zero property plus the value of the Span property.  Zero Enter the lowest value possible. This attribute is required for all numeric data type points. It does not have to be the same as the instrument zero, but that is usually a logical choice.
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A • FACTORYTALK HISTORIAN ME RULE EDITOR FactoryTalk Historian ME ProcessBook trend with a vertical scale of database. This attribute is not used for non-numeric points.  Step Defines how numeric archived values are interpolated. The Step flag affects only numeric points. The default behavior, OFF (0), treats archived values as a continuous signal. Adjacent archived values are linearly interpolated. For example, at 12:00:00, the value 101.0 is archived and at 12:01:00, the value 102.0 is archived.
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FACTORYTALK HISTORIAN ME USER’S GUIDE specifications to determine which of the values that it has received get saved in the Archive subsystem. By filtering out data that you do not need, you get more efficient Archive storage. This process is also called compression testing. The name of the compression testing algorithm used for this process is called the swinging door compression algorithm.   To set compression specification attributes, you must set the Compressing Flag to ON (1).
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A • FACTORYTALK HISTORIAN ME RULE EDITOR  Exception Maximum (ExcMax attribute) Specifies a limit on how long the interface can go without reporting a value to the FactoryTalk Historian ME server. After the ExcMax time period, the interface sends the next new value to the server, regardless of whether the new value is different from the last reported value. For Digital or String points, only the exception maximum and exception minimum attributes are important.
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FACTORYTALK HISTORIAN ME USER’S GUIDE specification is one work shift (for example, 8 hours). Duplicate values will be archived if the elapsed time exceeds CompMax. You typically set CompMax to the same value for all points in the system. For Digital or String points, only the compression maximum and compression minimum attributes are important. FactoryTalk Historian ME ignores the compression deviation specification for them. See “Compression Filtering” for more information. 6.
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B Data Transfer Sample Scenario The FactoryTalk Historian ME 1G and 2G modules use a CompactFlash memory card to store logged data. Once the module archive becomes full of logged data, it automatically begins overwriting the oldest data. To preserve data collected by the module for long-term storage, you can transfer it to the FactoryTalk Historian SE server.
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FACTORYTALK HISTORIAN ME USER’S GUIDE In the sample scenario described in this chapter, a 2500 tag license has been assigned against the FTMS point source in the FactoryTalk Administration Console for the FactoryTalk Historian SE server. 1. Log into the in FactoryTalk Historian ME web interface as a FactoryTalk Security user with Administrator privileges. 2. Click Configure Historian, and then click Data Transfer in the left navigation bar of the web interface. 3.
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B • DATA TRANSFER SAMPLE SCENARIO Initiating Data Transfer To start the transfer of data to the FactoryTalk Historian SE server, select Configure Historian from the top navigation bar and then select Data Transfer from the left navigation bar. 1. Go to the Data Transfer Parameters section and click [Start]. 2. The Status section changes from Stopped to Running. If the FactoryTalk Historian SE server becomes unavailable, the data will continue to be stored on the module.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Using FactoryTalk Historian DataLink This section presents an example of how to use FactoryTalk Historian DataLink to visualize data from both the FactoryTalk Historian ME and the FactoryTalk Historian SE. It is one of several client applications that can be used with your FactoryTalk Historian ME. See the “Overview” chapter for more information about supported services, clients, and applications.
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B • DATA TRANSFER SAMPLE SCENARIO Using Excel as an Add-In: Example Scenario Open Microsoft Excel where FactoryTalk Historian DataLink is registered as an Add-In. 1. Select cell A10. 2. Navigate to the PI Add-In menu. 3. Select PI > Insert Trend... In this example, MonitorTag is an example tag that is already created in the FactoryTalk Historian ME module. This tag will be trended and compared to the transferred data for the MonitorTag from the FactoryTalk Historian SE server.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 4. In the Trend Add-in Wizard dialog, define the following: a. Select the Data from PI radio button. b. Select the IP address of your module in the Server name: drop-down menu. c. Select the Tag Search picker in the Tag name: section. 5. Under the FactoryTalk Historian ME server option, select the module IP address from the drop-down menu. 6. Click in the FactoryTalk Historian ME server field. The Multi-Server Pick List dialog appears.
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B • DATA TRANSFER SAMPLE SCENARIO 7. Click [Ctrl]+ and also select the FactoryTalk Historian SE IP address. The FactoryTalk Historian ME server: field will be populated with two IP addresses:  One FactoryTalk Historian ME module IP address  One FactoryTalk Historian SE server IP address 8. Click [OK] to save the selection. 9. In the Tag Mask: section, type *mon* and click [Search]. Note that at least two matches appear.
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FACTORYTALK HISTORIAN ME USER’S GUIDE The Trend Add-in Wizard screen should appear as follows: 13. Click [Next >] and modify the Start Time from *-8h to *-10m (the last 10 minutes). 14. Check the Enable updates checkbox. 15. Click [Finish].
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B • DATA TRANSFER SAMPLE SCENARIO The report should appear as follows: Note that the green line extends from the FactoryTalk Historian ME module and the blue line extends from the FactoryTalk Historian SE server. The module point is a real-time display and the FactoryTalk Historian SE point lags by a couple of minutes. However, the data is identical. Therefore, the point is positioned directly on top of the FactoryTalk Historian ME module point. 16.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 18. Click [OK] to view the enlarged trend. This concludes the sample scenario for transferring the data logged in the FactoryTalk Historian ME module to the FactoryTalk Historian SE server.
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C FactoryTalk Directory Integration This appendix describes how to integrate a standalone FactoryTalk Historian ME module into an existing FactoryTalk system using FactoryTalk Directory. Integrating a stand-alone module into an existing FactoryTalk system allows you to perform centralized security administration, and it allows existing FactoryTalk clients to connect to the FactoryTalk Historian ME module.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Before you create a connection and register the module in FactoryTalk Directory, you must set the module security mode in the FactoryTalk Historian ME Web. 1. Click Configure Historian, and then click System Security in the left navigation bar of the FactoryTalk Historian ME web interface. 2. Go to the Security Mode section and select the FTSecurity radio button (for FactoryTalk Security). 3. Enter IP address of the FactoryTalk Directory server. 4.
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C • FACTORYTALK DIRECTORY INTEGRATION Creating the Server Connection To create the server connection: 1. From your Windows Start menu, navigate to Programs > Rockwell Software > FactoryTalk Historian SE > FactoryTalk Historian SE System > About PI-SDK. 2. Click Connections to open the Connection Manager. Click Connections to open the Connection Manager 3. From the Server drop-down menu, select Add Server... 4. In the Add Server dialog box, enter the module’s IP address in the Network Node field. 5.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Creating a FactoryTalk Historian ME Connection To register the module in the FactoryTalk Directory, you must create a connection for the module. 1. Launch the FactoryTalk Administration Console. From your Windows Start menu, navigate to Programs > Rockwell Software > FactoryTalk Administration Console. 2. Select [OK] to use the Network Directory. FactoryTalk Historian ME and FactoryTalk Historian SE only support the Network option in FactoryTalk Directory. 3.
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C • FACTORYTALK DIRECTORY INTEGRATION 7. Enter a name for the new server connection. We suggest that you match the server connection name to your module name. The server connection name must begin with a letter or a number and contain only letters, numbers, underscores, and spaces. 8. Under Server or Collective Name, select your FactoryTalk Historian ME IP address. This address is generated from the server connection just configured. 9. Click [Test Server Connection].
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FACTORYTALK HISTORIAN ME USER’S GUIDE To create a new FactoryTalk Historian ME user in the FactoryTalk Administration Console: 1. Launch the FactoryTalk Administration Console. Go to Start > Programs > Rockwell Software > FactoryTalk Administration Console. 2.
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C • FACTORYTALK DIRECTORY INTEGRATION A new user property sheet displays. 3. Populate the new user property sheet with user information. 4. Click the Group Membership tab. 5. Click [Add]. 6. Select the FTHAdministrators group. 7. Click [OK] twice. 8. Click the FTHAdministrators option under User Groups. The FTHAdministrators Properties window will open and the new user is listed as a member in the General tab.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Current FactoryTalk user groups Current FactoryTalk users 9. Select File > Exit to close the FactoryTalk Administration Console. You have registered the FactoryTalk Historian ME module within the FactoryTalk Directory, and you have created a new FactoryTalk user in the FactoryTalk Administration Console. Next, FactoryTalk Historian DataLink will be used to demonstrate how you can use one FactoryTalk Historian ME client application to retrieve and display module data.
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C • FACTORYTALK DIRECTORY INTEGRATION Using FactoryTalk Historian DataLink FactoryTalk Historian DataLink consists of an add-in for Microsoft Excel. With FactoryTalk Historian DataLink, a user running Excel can exchange information directly with the FactoryTalk Historian ME. For additional information on FactoryTalk Historian DataLink, see the FactoryTalk Historian SE DataLink User’s Guide.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 4. Verify that the proper server is selected in the FactoryTalk Historian ME server field of the Tag Search dialog. The FactoryTalk Historian ME server field should contain the module IP address. 5. Type in “*mon*” for the Tag Mask and click [Search]. 6. Select the Monitor tag and click [OK]. The complete tag name should appear in cell B2. 7. Observe that cells B4 and B5 are pre-populated with the start time (five minutes past) and number of values (20).
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C • FACTORYTALK DIRECTORY INTEGRATION 9. From the PI menu, select Compressed Data (Start Time/Number)… 10. Use the cell pick button “_” to populate the Tag Name field cell B2 of the spreadsheet: a. Click the “_” button under the tag name. b. Select cell B2. c. Click [Accept]. 11. Use the cell pick button “_” to populate the Start Time field from cell B4 of the spreadsheet: a. Click the “_” button under the start time. b. Select cell B2.
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FACTORYTALK HISTORIAN ME USER’S GUIDE c. Click [Accept]. 12. Use the cell pick button “_” to populate the Number of Values field from cell B5 of the spreadsheet: a. Click the “_” button under the number of values. b. Select cell B5. c. Click [Accept]. 13. Check the show timestamps option. 14. Check the FactoryTalk Historian ME server [opt.] IP Address field to verify that the correct FactoryTalk module server is queried.
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C • FACTORYTALK DIRECTORY INTEGRATION 15. Click [OK]. The Time Stamp and Value columns in the spreadsheet are populated with data.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Inserting Trends with the Trend Add-In Wizard Insert trends using the Trend Add-In wizard. 1. Select cell D9. 2. From the PI menu, choose Insert Trend... 3. In the Trend Add-in Wizard dialog box: a. Select the Data from PI radio button. b. Use the cell picker “_” button to select cell B4 for the tag name. c. Click [Add >].
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C • FACTORYTALK DIRECTORY INTEGRATION d. In the Server name: field, enter the IP address of your module. e. Click [Next >]. f. Check Enable updates. 4. Click the reference worksheet button for Start Time. a. Use the cell picker “_” button to select cell B4 for the Start Time. b. Click [Next >].
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FACTORYTALK HISTORIAN ME USER’S GUIDE 5. Set the optional Trend title to Monitor Tag Levels. 6. Click [Format]. 7. Select the Vertical Scale property and in the Options tab: a. Select General from the Format drop-down menu. b. Select Outside Left from the Position drop-down menu. 8. Click [OK]. 9. Click [Finish].
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C • FACTORYTALK DIRECTORY INTEGRATION The final spreadsheet displays as follows: This concludes the example description of how to:   Integrate a standalone FactoryTalk Historian ME module into an existing FactoryTalk system using FactoryTalk Directory. Visualize logged data using FactoryTalk Historian DataLink registered as a Microsoft Excel Add-in component.
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D RSLogix 5000 Add-on Profile The RSLogix 5000 Add-on Profile (AOP) enables integration between a ControlLogix controller and the FactoryTalk Historian ME module. To configure your module in AOP, you need to add the module to the I/O Configuration folder of a project in RSLogix 5000, and then add Ladder logic to your project.
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FACTORYTALK HISTORIAN ME USER’S GUIDE The FactoryTalk Historian ME AOP is available on the module Client Tools CD. Click Install FactoryTalk Historian ME RSLogix 5000 Module Profile to install AOP. Using the Modules Profiles Setup Wizard, install Rockwell Automation 1756 Historian Module Profiles. FactoryTalk Historian ME AOP Using AOP: Sample Scenario This section contains a sample scenario for using AOP with your module.
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D • RSLOGIX 5000 ADD-ON PROFILE Setting Up an Ethernet Driver After installing AOP, ensure that you install and configure an Ethernet driver using RSLinx Classic. This allows you to connect to your processor and download Ladder logic to the controller. See the RSLinx Classic online help for additional information. 1. Launch RSLinx Classic by going to Start > Programs > Rockwell Software > RSLinx > RSLinx Classic. 2. Configure an Ethernet driver. a.
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FACTORYTALK HISTORIAN ME USER’S GUIDE c. Click [Add New]. d. Enter the name of the Ethernet module (ENBT or EN2T) in your chassis and click [OK] .
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D • RSLOGIX 5000 ADD-ON PROFILE e. Enter the Ethernet module IP address in station 0 (the left-most module). f. Click [OK] to save the configuration. g. Click [Close] to exit the Configure Drivers dialog. h. Exit RSLinx Classic.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Configuring the Module in RSLogix 5000 This section assumes that:  The project file that contains the controller programming and configuration information (also called the .ACD file) already exists in RSLogix 5000.  Communication devices have already been added to the I/O Configuration folder.  Logic, tags, and communication path are defined  The processor is in Remote Run mode. To configure the module in RSLogix 5000: 1.
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D • RSLOGIX 5000 ADD-ON PROFILE 6. Enter the following module properties on the General tab: a. Name This step is optional. Enter the host name for the module. b. IP address This step is optional. This field will not set the IP address. It simply displays the information. The IP address is located in the scrolling text across your module’s LED. c. Slot Select the slot number that the module is installed in from the Slot drop-down menu.
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FACTORYTALK HISTORIAN ME USER’S GUIDE 9. From the Communications drop-down menu, select Who Active. 10. Select the controller. 11. Click [Set Project Patch] and ensure that the path is correct. 12. Click [Download] to download to place the controller in Remote Run mode. 13. A window will open. Verify the controller information.
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D • RSLOGIX 5000 ADD-ON PROFILE 14. To complete the download process, click [Download]. 15. Click [Yes] when the download is complete to change the mode back to Remote Run mode. The controller will execute the Ladder program. 16. Next, navigate to the Controller folder to find the new tags that were created when the module was added to the I/O Configuration. In the Controller folder, double-click on the Controller Tags folder to list the tags in rightside pane. 17.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Starting and Stopping Data Collection: Ladder Logic Control Example In this example, the AOP output tags are used to stop and restart Data Collection. 1. Enter “1” in the StopDataCollection Value field and click [ENTER]. The following occurs:  254 The DataCollectionActive Input status tag will change from 1 to 0.
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D • RSLOGIX 5000 ADD-ON PROFILE  The TagsActive Input tag will change from 1001 to 0 because all points are taken off of the scan. This is the number of tags that have been created in the FactoryTalk Historian ME with scan set to ON. 2. Enter “1” in the StartDataCollection Value field and click [ENTER]. The following occurs:  TagsActive will increase to 1001.  DataCollectionActive will change to 1.  DataCollectionRate, DataTransferRate, and ArchiveRate will update.
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FACTORYTALK HISTORIAN ME USER’S GUIDE Using the AOP Module Properties Configuration Tab Users can configure the FactoryTalk Historian ME module to restore defaults, reset security, shut down or start up from the Module Properties window in AOP. Before clicking any of the buttons on this dialog box, be sure to backup your FactoryTalk Historian ME configuration. The blue left arrow indicates an 'immediate commit' of the specified action, overriding the standard Apply functionality.
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D • RSLOGIX 5000 ADD-ON PROFILE occurs because the Restore Defaults process takes several minutes to complete. During that time, your web browser will not be available.   [Reset Security] resets the module security back to Native mode and sets the piadmin user password to blank. From the keyboard, press [Alt] R. [Shutdown] shuts down the module for removal. From the keyboard, press [Alt] U. Keep in mind that the FactoryTalk Historian ME shutdown will take a few minutes.
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E Hardware Specifications This appendix contains a summary of the FactoryTalk Historian ME hardware specifications. For more hardware information, see the FactoryTalk Historian ME Module Installation Instructions included on the Client Tools CD shipped with your module.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Specification Certifications (when product is marked) Description CE: European Union EN61000-6-2, EN61000-6-4, EN61326-1 (Industrial), and 2004/108/EC EMC EN61131-2 (Clause 8, Zones A&B) Directive c-UL-us UL Listed Industrial Control Equipment, certified for US and Canada UL Listed for Class I, Division 2 Group A,B,C,D Hazardous Locations, certified for U.S.
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F Design Considerations and Limitations To design and configure a FactoryTalk Historian ME system successfully, please observe the architectural considerations described in the following sections:  “Point Configuration”  “Data Collection”  “Data Transfer”  “Data Storage”  “Time Synchronization”  “Backup and Recovery”  “System Connectivity”  “Hardware”  “Performance”  “FactoryTalk Product Suite” 261
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Point Configuration This section lists considerations related to point configuration. Point Creation    You can create a maximum of 2500 data points per module. If you exceed 2500 data points, the Create button will automatically become deactivated. You can deselect points from the Select field. The Create button will automatically become reactivated when the point count is less than 2510 data points.
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F • DESIGN CONSIDERATIONS AND LIMITATIONS Point Properties This section describes settings found on the Point Property page that you should consider when configuring tags. GENERAL The General section of the Point Property page allows you to configure the following parameters:  Typical Value is between 0 and 100  Typical Value for Digital point types is between 0 and 1  Span value range is always postive.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE  Compression Min Hr and Compression Max Hr is between 0 and 23.  Compression Min Min and Compression Max Min is between 0 and 59.  Compression Min Sec and Compression Max Sec is between 0 and 59. Data Collection This section contains Data Collection service considerations. Scan Types Observe the following scan type recommendations:    Polled tags are for Data Collection are intended for scan rates greater than 0.5 seconds.
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F • DESIGN CONSIDERATIONS AND LIMITATIONS Data Transfer This section describes Data Transfer service considerations.  The initial release of FactoryTalk Historian ME only supports Data Transfer to a single FactoryTalk Historian SE server. Collectives are not supported. If data is required in third-party historians or other upstream servers, use FactoryTalk Historian DataLink to move data out of the module. Upcoming product releases will support alternate Data Transfer destinations.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE FactoryTalk Historian SE for data aggregation when long-term storage is required. By applying Compression and Exception Filtering, you can significantly improve archive space from approximately two to ten times, depending on variables such as how much the data varies between scans. To estimate archive performance with and without Compression and Exception Filtering, can use a typical factor of 5. Use the table below to estimate performance impact.
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F • DESIGN CONSIDERATIONS AND LIMITATIONS To calculate the total events per second, tags divided by the scan rate have to be summed up per scan class for the module: For example, if the Data Collection configuration is based on two scan classes, one with 200 tags at a 250ms scan rate and one with 600 tags at a 2s scan rate, the total events per second is 1100. 200/250ms + 600/2sec <-> 200/.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE   The maximum number of modules that can be used to transfer data simultaneously from the ME to one SE server is 20. The maximum number of clients that can have simultaneous access to the module is 5. This number includes a web browser, the FactoryTalk Historian SE, and any other client tool. After the limit is reached, any client will be denied access to the module based on total number of connections exceeded.
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F • DESIGN CONSIDERATIONS AND LIMITATIONS  The FactoryTalk Historian ME’s data gathering and trending impact on a Logix controller is dependent on the configuration of the ControlLogix system. This includes the available Logix controller bandwidth as well as the number of tags being trended and the sample period. The Logix controller bandwidth is determined by the type of controller, free memory, communication system overhead time slice, and user application programs.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Performance This section lists considerations related to performance. View Data If you are monitoring your CPU through the task manager while using View Data, you may see spikes in resource usage due to sorting. To reduce the load on the FactoryTalk Historian ME processor, sorting occurs on the client computer. Web Interface This section contains web interface considerations.
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F • DESIGN CONSIDERATIONS AND LIMITATIONS FactoryTalk Product Suite This section lists considerations related to FactoryTalk Historian ME interoperability with other FactoryTalk products.
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G Troubleshooting This appendix lists some common issues that may occur with your FactoryTalk Historian ME and how to solve them.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE General Guidelines Providing Issue Information When your FactoryTalk Historian ME is not operating properly, you should collect the following information for Technical Support before rebooting the module or changing the module configuration. This information will assist the Support team in troubleshooting your issues.  Check the system log and export log data. Go to the Advanced tab, view the System Log page, and export log data.
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G • TROUBLESHOOTING Rebooting the Module The FactoryTalk Historian ME can be rebooted in two ways:  In the web interface, go to Advanced in the top navigation bar, and then click Module Shutdown in the left navigation bar. Click [Module Reboot] to reboot the module. See “Rebooting the Module” for more information.  Go to the FactoryTalk Historian ME Module Properties page in RSLogix5 000 AOP and click [Reset Module]. See “RSLogix 5000 Add-on Profile” for more information.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Hardware Symptom If the four-character LED display stops scrolling: Solution   Ethernet port lights are not illuminated:   Check to see if the CIP application has crashed. If so, go to the Web Diagnostics Firmware tab, and check the CIP page for errors. If there are any, click [Restart]. Contact your IT department to verify that your system is properly connected to your network.
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G • TROUBLESHOOTING Hardware Symptom Solution If the MAC address scrolls across the display:   The Ethernet port has failed to acquire an IP address. Reboot the module. Web Client Issues This section contains information that may help you troubleshoot your FactoryTalk Historian ME web client. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Web Client Symptom If you can access the FactoryTalk Historian ME web client but cannot log in: Solution    If the administrator forgets the login name and/or password:  First check that you are using the correct security mode. By default, FactoryTalk Historian ME web client uses Native security, with the administrative user name piadmin.
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G • TROUBLESHOOTING Data Collection Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME Data Collection. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix. Data Collection Symptom The System Status section on the Home page shows that Data Collection is in “Stopped” mode: Solution    Check the module STS LED light. Solid red indicates that Data Collection is inactive.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Data Collection Symptom The System Status section on the Home page shows that Data Collection is in “Error” mode: Solution     280 Check the module STS LED light. Solid red indicates that Data Collection is inactive. Go to the Advanced tab to view the System Log page. Check the log for messages about the issue and export log data. Go to the Web Diagnostics Firmware tab, and check the Data Collection page.
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G • TROUBLESHOOTING Data Collection Symptom Snapshot data points displayed on the Current Data page contain timestamps that are not being updated: Solution Check the status of Data Collection on the Home page. Navigate to Time Source > Controller in the web interface. Check for a message that indicates that data collection has discarded data. If Data Collection status is “Running”, check the Collection Rate in the System Status section in the left navigation bar.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Data Collection Symptom Solution The module receives a  Check the controller time. high-speed event with  Ensure that the controller time is correct. a timestamp 10 minutes into the future, discards that event, and logs the following error message into the system log: [ERROR] TagProcessingForPolle dAndAdvised() dropped future event for point with with timeDelta=.
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G • TROUBLESHOOTING Data Storage Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME data storage. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix. Data Storage Symptom The Data Storage page provides information about archive statistics. If unexpected information displays: Solution   Go to the Web Diagnostics Firmware tab,. Check the Data Storage page.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Data Transfer Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME Data Transfer. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix. Data Transfer Symptom Solution The System Status Go to the Advanced tab to view the System Log page. Check section on the Home the log for messages about the issue and export log data.
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G • TROUBLESHOOTING Data Transfer Symptom If Data Collection is running on one or more modules and these modules are transferring data to a FactoryTalk Historian SE, the FactoryTalk Historian SE will experience a large load and overflow events if Data Transfer is stopped for some time and then restarted: If Data Transfer and Data Collection are running on one or more modules, and Data Transfer is stopped and then started on one module after some time has passed, the module may experience data interruption:
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Data Transfer Symptom Solution If data in the Check the status of Data Transfer on the Home page. FactoryTalk Historian  If Data Transfer status is  If Data Transfer status is SE contains “Running”: “Error”: timestamps that are not  Go to the Advanced tab  Go to the Web Diagnostics being updated: to view the System Log Firmware tab,. Check the page. Check the log for Data Transfer page. Promessages about the issue cess information can conand export log data.
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G • TROUBLESHOOTING Data Transfer Symptom Solution If no events are being Make sure that enough disk space is being allocated in transferred to FactoryTalk Historian SE to allow the transfer. FactoryTalk Historian SE: Auto Recovery Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME auto recovery. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Time Management Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME time management. For any issue, follow the guidelines provided in the “General Guidelines” section of this appendix. Time Management Symptom Solution You have forgotten the Go to Web Diagnostics, Hardware tab, Time Management module’s time page. The time source is listed in the Time Source section.
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G • TROUBLESHOOTING Time Management Symptom The module starts in safe mode after a reboot because the user accidentally entered a past time when configuring the module time: Solution   The Time Management page will display a warning message. Correct the module time configuration on the Time Management page. Reboot the module. Point Server Issues This section contains information that may help you troubleshoot FactoryTalk Historian ME Point Server.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Related FactoryTalk Product Issues This section describes issues related to other FactoryTalk products when they interact with the FactoryTalk Historian ME. FactoryTalk Historian DataLink The FactoryTalk Historian DataLink Excel reporting tool provides a FactoryTalk Historian Add-In for Microsoft Excel.
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G • TROUBLESHOOTING http://:/ FactoryTalk/Security/WebService/ 200810.asmx. 3. Configure FactoryTalk Directory. a) Create an administrative user on the local machine that hosts the FactoryTalk Historian servers. b) Open the FactoryTalk Administration Console, and create a corresponding user with the same name and password. Add it to Administrator group. 4. From the Windows menu, go to FactoryTalk Tools > FactoryTalk Directory Configuration Wizard and select Network Directory.
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Glossary This appendix contains a list of terms and definitions used with the FactoryTalk Historian ME. Term Definition .ACD The file extension used for project files created by RSLogix 5000 software. Add-on Profile (AOP) AOP is used by ControlLogix processors to identify and determine characteristics of FactoryTalk Historian ME modules. Archive The historical record of time-series data maintained by the FactoryTalk Historian ME server.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Term Definition Attribute, Point A characteristic or parameter of a point that directs an interface and the FactoryTalk Historian ME server in the collection and processing of data values for that point. Chassis The hardware assembly that houses the FactoryTalk Historian ME module, ControlLogix processors, and other I/O modules. Common Industrial Protocol (CIP) An open industrial communication network initially created by Allen-Bradley/Rockwell Automation.
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GLOSSARY Term Definition Compression Specification The three base attributes that control the compression process for a particular point: CompDev, CompMax, CompMin. Although it is technically not included in the specification, Span affects CompDev, and Compressing determines whether the specification is needed at all. Connection Credentials The set of identifying information about a client application seeking connection to the FactoryTalk Historian ME server.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Term Definition ExcDev The base attribute that specifies exception deviation in engineering units. ExcDev specifies the deadband or how much a new value must differ from the previous value sent to the Snapshot subsystem on the FactoryTalk Historian ME server in order to determine whether the new value is significant and should also be sent. ExcMax The base attribute that specifies exception maximum time, in seconds.
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GLOSSARY Term Definition Fixed Archive A type of archive file that allocates all of its disk space at creation time. Thus, both an empty and full archive occupy the same amount of disk space. Unless shifting has explicitly been disabled, non-empty fixed archives will participate in archive shifts. FTMS Available Points The number of FactoryTalk Historian Machine Edition (ME)to-FactoryTalk Historian Site Edition (SE) licensed points minus the total number of points already tagged for transfer.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE Term Definition Performance Equation An expression that allows a user to implement an arbitrary and (PE) potentially sophisticated calculation without formal programming. A performance equation has an intuitive syntax and may consist of standard mathematical and logical operators as well as a wide variety of built-in functions. The result of a performance equation can be archived for a PE point just like data for any other point.
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GLOSSARY Term Definition Slot Number The number that indicates the physical location of the slot in the chassis where the module or controller resides. Snapshot Event Either any event sent to the Snapshot subsystem or the event currently residing in the Snapshot table for a particular point.
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FACTORYTALK HISTORIAN ME MODULE USER GUIDE 300 Term Definition Timestamp A date and time, almost always associated with a data value through an event. The FactoryTalk Historian ME server stores timestamps internally in Universal Coordinated Time (UTC).
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INDEX Index Symbols .ACD files  74, 250, 278, 293, 298 A About link  14 page  23 AboutPI-SDK.exe  167 ActiveX  19 trust  167 acview.exe  167 Add Individual Points  73 ADDefault.
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FACTORYTALK HISTORIAN ME USER’S GUIDE module configuration  140 module name  136, 141 privileges  120 restore  136 restore procedure  140 status  137 upload  139 backup configuration file  139 Browse tags  73 Browser auto refresh  42, 62 current time  125 login  30 logout  32 security protocol  39 time update  125 web client limit  268 web diagnostics interface  146 web services install  8 unavailable, Restore Defaults  257 C CA certificate  135, 161 Catalog number  16 Chassis control
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INDEX archive rate  95 backup  137 collection rate  95 diagnostics  192 limitations  264 shutdown  152 status  35 stopped  100, 101 troubleshooting  279 data interruption  65, 95, 99, 101, 269, 285 data quality  264 Data Server backup  137 diagnostics  191 Data Storage backup  137 diagnostics  194 disk space  265 effective capacity  265 limitations  265 performance impact  266 threshold  101 troubleshooting  283 Data Transfer backup  137 configuration  112 diagnostics  193 events pe
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FACTORYTALK HISTORIAN ME USER’S GUIDE 150, 22 0 trust  167 FactoryTalk Historian ME server  95 diagnostics  189 disk space  180 FactoryTalk Historian ProcessBook  9, 14, 150, 22 7 trust  167 FactoryTalk Historian SE connection failure  110 disk space  217 establish connection  113 limitations  271 monitoring  111 time offset  113 FactoryTalk Historian SQC Add-in  9 FactoryTalk Security  27, 1 19 user management  120 user privileges  120 FactoryTalk Services Platform  6, 27, 160 Internet In
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INDEX Module backup  136, 14 9 configuration files  136 firmware version  37 IP address  38 MAC address  38 name change  37, 132 name change criteria  132 name change default  132 real-time clock  125 reset  150 serial number  37 shutdown  152 slot location  37 Module default clients  150 Module name and duplicate SE tags  132 changing  141 limits  132 restore  141 N Name change issues with module  132 NAND diagnostics  179 usage  177 Network Directory  7, 27, 28 , 156 , 160, 230, 29
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FACTORYTALK HISTORIAN ME USER’S GUIDE source  84 transfer maximum  69 Trigger Input  81, 26 2 Points Not Created table  72, 7 7 Power loss  269 Private key  135, 161 Procbook.
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INDEX controller time source  126 System connectivity limitations  267 diagnostics  185 System log FactoryTalk Historian SE NTP data source connection lost message  145 server  127 error message overflow  65 FactoryTalk Historian SE time failed point messages  72 source  127 high speed trend pace error  264 limitations  124, 267 IE7 hot fix for export  144 log messages  129 impact of auto refresh  145 NTP time source  127, 267 provide to Technical Support  274 synchronization  112, 267 read
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FACTORYTALK HISTORIAN ME USER’S GUIDE webs  169 W w3wp.exe  167 Web clients See Clients Web Configuration Server  150 backup  137 diagnostics  195 shutdown  152 Web Diagnostics Server diagnostics  196 webs trust  169 Windows 308 requirements  18 Write back  83, 87 VStudio.
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