Historian to Historian Interface Installation and Configuration Guide

HISTORIAN TO HISTORIAN INTERFACE INSTALLATION AND CONFIGURATION GUIDE

Rockwell Automation Publication H2H-IN001A-EN-E–July 2012

Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support

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Rockwell Automation Publication H2H-IN001A-EN-E–July 2012 3

Table of Contents

Chapter 1

Terminology ................................................................................................... 5 Supported Architectures .............................................................................. 6

Chapter 2 Assign the Licenses to the Target Server .................................................. 9 Verify the Allocated Interface Licenses .................................................. 10

Chapter 3 Install FactoryTalk Services Platform ..................................................... 13 Install FactoryTalk Historian To Historian Interface ....................... 15

Chapter 4

Create an Interface Instance in the ICU ............................................... 19 Create a Target Point on the Target Server .......................................... 21 Configure a Trust on the Target Server ................................................. 22 Configure a Trust on the Source Server ................................................. 22 Start the H2H Interface ............................................................................ 22 Verify the H2H Interface .......................................................................... 23

Chapter 5 Import FTLD Tags from the Source Server ......................................... 25 Create FTSS Tags ........................................................................................ 26 Export FTSS Tags to the Target Server ................................................. 27

Chapter 6

Removing the Suite Using the Start Menu ........................................... 29 Removing the Suite Using Control Panel ............................................. 30 Removing the Suite Using the Distribution Kit .................................. 30

Introduction

Licensing

Installing FactoryTalk Historian To Historian Interface

Configuring FactoryTalk Historian To Historian Interface

Creating Multiple FTSS Tags

Removing FactoryTalk Historian To Historian Interface

Table of Contents

4 Rockwell Automation Publication H2H-IN001A-EN-E–July 2012


Chapter 1

Introduction

The FactoryTalk Historian To Historian Interface is used to transfer data from a Rockwell Historian server (source server) to another Rockwell Historian server (target server). This includes a Rockwell FactoryTalk Historian ME module, a FactoryTalk Historian SE server or a collective of FactoryTalk Historian SE 3.0 servers being transferred to another Rockwell FactoryTalk Historian SE 3.0 server or a collective of FactoryTalk Historian SE 3.0 servers.

You will find here information about:

• Supported architectures (page 6).

• Licensing (page 9).

• Installing FactoryTalk Historian To Historian Interface (page 13).

• Configuring FactoryTalk Historian To Historian Interface (page 19).

• Removing FactoryTalk Historian To Historian Interface (page 29).

NOTE For the latest information on the FactoryTalk Historian To Historian Interface, please refer to the KB article 58662 (https://rockwellautomation.custhelp.com/app/answers/detail/a_id/58662).

Individual components of the FactoryTalk Historian SE and FactoryTalk family products may be referred to in this document using the following abbreviations and naming conventions:

Terminology

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/58662

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/58662

Chapter 1 Introduction


Abbreviation Description FTHME FactoryTalk Historian ME FTHSE FactoryTalk Historian SE FTLD FactoryTalk Historian Live Data Interface H2H Interface FactoryTalk Historian To Historian Interface ICU Interface Configuration Utility KB Rockwell Automation Knowledgebase

(http://rockwellautomation.custhelp.com/) SMT System Management Tools Source Server A Rockwell Historian ME module, an SE server, or a collective of SE

3.0 servers from which the H2H Interface transfers data. Target Server A Rockwell Historian SE 3.0 server or a collective of SE 3.0 servers to

which the H2H Interface transfers data.

The diagram below presents a typical architecture topology for the FactoryTalk Historian To Historian Interface:

Supported Architectures

http://rockwellautomation.custhelp.com/

Introduction Chapter 1


The H2H Interface can be installed on the following architectures:

Item Description On the Target Server The Target Server must be a FactoryTalk Historian SE 3.0 server or a

collective of FactoryTalk Historian SE 3.0 servers. On the Source Server The Source Server may be any of the following:

• A FactoryTalk Historian SE 3.0 server. • A collective of FactoryTalk Historian SE 3.0 servers.

On a non-legacy Historian computer

A non-legacy Historian computer is a machine: • On which neither of the following versions of FactoryTalk

Historian SE is installed: • FactoryTalk Historian SE 2.0 • FactoryTalk Historian SE 2.1 • FactoryTalk Historian SE 2.2. • Which is not an Interface node. • Which is not a client computer.

In all the architectures only a FactoryTalk Historian SE 3.0 server may function as the Target Server.

NOTE For information on how to install the FactoryTalk Historian To Historian Interface on the Source Server or a non-legacy Historian computer, refer to the FactoryTalk Historian To Historian Interface User Guide. The document is located in the Common Files\Rockwell\Help directory in the Program Files (32-bit operating system) or Program Files (x86) (64-bit operating system) folder.

NOTE If the Target Server is an OSI PI Server, you need to install the OSI PItoPI Interface, rather than the Rockwell H2H Interface.

NOTE For detailed information on the supported configurations of the Source and Target Servers, refer to the FactoryTalk Historian To Historian Interface Release Notes.

Chapter 1 Introduction



Chapter 2

Licensing

To use the FactoryTalk Historian To Historian Interface, you need to purchase an H2H license activation file, activate the interface using FactoryTalk Activation Manager, and assign the license activation to the Target Server using the FactoryTalk Administration Console.

NOTES For more information on activating the interface, refer to the Activate Rockwell Software Products leaflet, available with your FactoryTalk Historian installation package. For more information on licensing for FactoryTalk Historian products, refer to the FactoryTalk Historian SE Installation and Configuration Guide, section "Managing Licenses".

To assign the license activations to the target server:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Administration Console.

2. In the Select FactoryTalk Directory dialog box, select Network and click OK.

3. In the Explorer tree, expand System > Connections > Historical Data.

4. Right-click the name of the server to which you want to assign the license activations, and click Properties.

5. In the Historian Server Connection Properties dialog box, click the Licensing tab. The table in the tab lists the types and number of activations available for the selected server.

6. To assign a license activation to the server, type a number in the Assigned column for the selected license activation. The

Assign the Licenses to the Target Server

Chapter 2 Licensing


number shows how many licenses of the selected type will be assigned to the server.

7. Click Apply.

After you have assigned the activation file to the server, a point source FTSS has been created and set to unlimited. You can check it in the Point Sources tab.

NOTE You need to restart the server for the changes to take effect.

You can verify that the H2H Interface licenses has been properly allocated in the System Management Tools.

To view the information on the allocated licenses:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools.

2. Under Collectives and Servers, select the server for which you want to view the license information.

3. Under System Management Tools, select Operation > Licensing.

Verify the Allocated Interface Licenses

Licensing Chapter 2


4. Click Resources > PointSourcesLimit.FTSS.

NOTE For more information on viewing the allocated licenses, refer to the FactoryTalk Historian SE Installation and Configuration Guide, section "Viewing Allocated Licenses".

Chapter 2 Licensing



Chapter 3

Installing FactoryTalk Historian To Historian Interface

In this chapter you will find instructions on how to install the following core components of the FactoryTalk Historian To Historian Interface suite:

• FactoryTalk Services Platform (page 13)

• FactoryTalk Historian To Historian Interface (page 15)

When you select this option, the following components will be installed:

• FactoryTalk Diagnostics

• Windows Firewall Configuration Utility (WFCU)

• FactoryTalk Services Platform

FactoryTalk Services Platform is an underlying architecture and a set of common services (such as diagnostic messages, health monitoring services, access to real-time data, and shared plant resources such as tags and graphic displays) that Rockwell Automation products build upon. It is a prerequisite for all FactoryTalk-enabled software products, such as FactoryTalk Historian SE, FactoryTalk View, and RSLinx Enterprise.

FactoryTalk Diagnostics collects and provides access to activity, status warnings, and error messages generated throughout a FactoryTalk system.

Install FactoryTalk Services Platform

Chapter 3 Installing FactoryTalk Historian To Historian Interface


For more information on FactoryTalk, refer to FactoryTalk Help. You can access it from Start > All Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help after you have installed FactoryTalk Services Platform on your machine.

NOTE Make sure to install FactoryTalk Services Platform on all the computers, including the computer that will serve as the FactoryTalk Directory.

To install FactoryTalk Services Platform:

1. Unpack the distribution kit on your computer.

2. Double-click setup.exe. The installation wizard appears.

3. On the main page of the installation wizard, click Install FactoryTalk Historian To Historian Interface > Install FactoryTalk Historian To Historian Interface > Install FactoryTalk Services Platform.

The system checks if you have all the required components installed. If any components are missing, a dialog box appears prompting you to install the missing components. Click Install to install the components.

The installation wizard appears.

4. On the Welcome... page, click Next.

5. On the License Agreement page, read and accept the terms of the license agreement, selecting the I accept... option.

Click Next.

6. On the Setup Type page, select Standard and click Next.

7. On the Ready to Install the Program page, click Install to start the installation.

The Installing page appears with the status of the installation.

8. On the InstallShield Wizard Completed page, click Finish to exit the wizard.

Installing FactoryTalk Historian To Historian Interface Chapter 3


You may be prompted to restart your computer to complete the installation. If you do not choose to restart your computer at this time, be sure to restart it at the completion of the required installation steps for FactoryTalk Historian To Historian Interface.

To install FactoryTalk Historian To Historian Interface:

1. Double-click setup.exe. The installation wizard appears.

2. On the main page of the installation wizard, click Install FactoryTalk Historian To Historian Interface > Install FactoryTalk Historian To Historian Interface.

The installation wizard appears.

If there are any software prerequisites missing from the computer, they are listed in red at the bottom of the installation wizard Welcome page. Click Cancel and Finish to exit the wizard, install the prerequisites, and start the installation wizard again.

3. On the Welcome... page, click Next.

4. On the License Agreement page, read and accept the terms of the license agreement, selecting the I accept... option.

Click Next.

5. On the Review Component Installation page, review the list of the components that are already installed and those that will be installed during the installation process.

Click Next.

6. On the Destination Drive page, select the drive on which you want to install the product.

If the space available on the drive is not sufficient for the installation, a warning message will appear below the Installation drive list. In such a case, select another drive or increase the available space on the drive you have originally selected.

Install FactoryTalk Historian To Historian Interface



NOTE You can choose the destination drive only if you install the component on the selected machine for the first time. If there have been any FactoryTalk Historian components installed on the machine before, the Installation drive list will not be available.

Click Next.

The Installation Progress page appears. It lists the components that are going to be installed. The status of the installation is displayed in the Status column of the component table.

7. Click Install to start the installation.

A message box appears informing you about the necessity of restarting the computer after the installation.

8. Click Yes to continue with the installation.

9. Wait until the components are installed. The installation time will vary depending on the number of components being installed and the computer performance. The installation status is displayed below the component table.

10. On the Installation Wizard Completed page, click Show the installation log (page 17), if you want to view the installation log after the installation wizard closes.

If any of the installed components requires rebooting the computer, a relevant message will appear on the installation wizard page, and you will be prompted to restart the machine after the installation wizard closes.

11. Click Finish to exit the installation wizard.

12. If prompted, restart the computer.

Installing FactoryTalk Historian To Historian Interface Chapter 3


You can open the installation log, fth_installer.log, directly from the installation wizard. If you want to refer to it later, open it from the following location: C:\Program Files\Rockwell Software\FactoryTalk Historian\Installation Manager\<Name of the Historian suite>\FTHInstallerLogs\<Date and Time of the Installation>.

View the Installation Log File




Chapter 4

Configuring FactoryTalk Historian To Historian Interface

To configure the H2H Interface, perform the following steps:

1. Create an interface instance in the ICU (page 19).

2. Create a target point on the target server (page 21).

3. Configure a trust on the target server (page 22).

4. Configure a trust on the source server (page 22).

5. Start the H2H Interface (page 22).

6. Verify the H2H Interface (page 23).

NOTE The configuration steps are based on the assumption that FactoryTalk Historian To Historian Interface is installed on the target server.

To create an instance of the H2H Interface:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility. The Interface Configuration Utility dialog box appears.

2. From the menu bar, select Interface > New Windows Interface Instance from EXE. The Configure a New Interface dialog box appears.

3. Click Browse. The Locate Interface dialog box appears.

Create an Interface Instance in the ICU

Chapter 4 Configuring FactoryTalk Historian To Historian Interface


4. Navigate to C:\Program Files (x86)\Rockwell Software\FactoryTalk Historian\PIPC\Interfaces\FTPItoPI and select FTPItoPI.exe.

5. Click Open.

6. Under Host PI Server/Collective, select this computer.

7. Complete the following information:

Under: Type: Point Source FTSS Interface ID 1 Service ID 1

8. Click Add.

9. In the PI ICU Register Interface message box, click OK.

10. In the General tab, under General, verify that FTSS is the Point Source.

11. Under Scan Classes, click to create one scan class at a 15 second frequency.

12. Under Scan Frequency, type 15.

13. In the PItoPI tab, go to the Required tab, and type the

Source host. It may be either a DNS name or an IP address.

Configuring FactoryTalk Historian To Historian Interface Chapter 4


14. In the Service tab, click Create.

15. In the PI Interface Configuration Utility message box that appears, click Yes.

You have successfully created and configured the H2H Interface.

To create a FTSS point on the Target Server to be the target point:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears.

2. Under Collectives and Servers, select the target server.

3. Under System Management Tools, select Points > Point Builder.

4. On the toolbar, click .

5. In the General tab, complete the following information:

Under: Type: Name MyTEMPtag Point source FTSS Exdesc STAG=BA:Temp.1

NOTE Depending on the type of the tag from the Source Server, you may need to specify also the Point type and Digital set values.

6. In the Classic tab, complete the following information:

Under: Type: Location1 1

(This value is the interface ID you have specified in step 7 in "Create an Interface Instance in the ICU (page 19)".)

Location4 1


The new tag is displayed in the right pane of the System Management Tools dialog box.

Create a Target Point on the Target Server



Since the Interface is local to the FactoryTalk Historian SE 3.01 Server, it will use the default proxy trust. If the Interface was installed on a computer other than the Target Server, then you would need to define a trust to allow a connection from that computer to the Target Server.

NOTE For more information on creating trusts, refer to the online help available in the System Management Tools. To open it, under System Management Tools, select Security > Mappings & Trusts, and click

on the toolbar.

Create application trusts for the following applications with the piadmin user:

• FTPItoPI.exe

• FT-PE

NOTE For more information on creating trusts, refer to the online help available in the System Management Tools. To open it, under System Management Tools, select Security > Mappings & Trusts, and click on the toolbar.

To start the interface:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > Interface Configuration Utility. The Interface Configuration Utility dialog box appears.

2. Under Interface, select the interface you have just created.


The status of the interface at the bottom of the dialog box has changed to Running.

Configure a Trust on the Target Server

Configure a Trust on the Source Server

Start the H2H Interface

Configuring FactoryTalk Historian To Historian Interface Chapter 4


To verify that the H2H Interface is working properly, you need to check whether the current value of the tag at the Source Server (BA:Temp.1) equals the current value of the tag at the Target Server (MyTEMPtag).

To verify the interface:

1. On the source server, go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE > System Management Tools. The System Management Tools dialog box appears.

2. Under Collectives and Servers, select the Source Server.

3. Under System Management Tools, select Data > Current Values.

4. On the toolbar, click . The Tag Search dialog box appears.

5. Under Tag Mask, type BA:Temp.1, and click Search.

The tag appears in the tag list.

6. Double-click the tag or click OK to open it.

7. The tag is displayed in the right pane of the dialog box.

8. Under Value, check the current value of the tag.

9. On the Target Server, repeat the steps described above for the MyTEMPtag tag. If the values of the two tags are the same, the H2H Interface works properly and is able to transfer data.

Verify the H2H Interface




Chapter 5

Creating Multiple FTSS Tags

In "Configuring FactoryTalk Historian To Historian Interface (page 19)", we have used as an example an internal FactoryTalk Historian SE point for creating a target FTSS point on the Target Server. In real life, you would need to create multiple FTSS target points for multiple source points collected through an FTLD interface instead, so that they can be used for transferring data by the H2H Interface.

To automate the process of creating the FTSS tags, you can use the Tag Configurator Excel Add-in, distributed with the FactoryTalk Historian Management Tools.

NOTE For information on supported versions of Microsoft Excel, refer to the FactoryTalk Historian SE Release Notes.

The process of creating the multiple FTSS tags, consists of the following steps:

1. Importing FTLD tags from the source server (page 25).

2. Editing the imported data to create FTSS tags (page 26).

3. Exporting the created FTSS tags to the target server (page 27).

To import FTLD tags:

1. Open Microsoft Excel.

2. On the ribbon, click the Add-Ins tab.

NOTE If you cannot see the tab, refer to the FactoryTalk Historian SE Installation and Configuration Guide, section "Configuring Excel Add-ins for FactoryTalk Clients" to learn how to enable it manually.

Import FTLD Tags from the Source Server

Chapter 5 Creating Multiple FTSS Tags


3. In the Add-Ins tab, click PI-SMT, and select Import Tags. The Import PI Tags dialog box appears.

4. Under Import from, select the Source Server that uses the FTLD interface.

NOTE If the server is not listed, click Connections and add the server in the Connection Manager. Refer to the help in the Connection Manager for more information.

5. Under Point Source, type FTLD.

6. Click OK. The tags are imported and displayed in the Excel workbook.

In these steps we will automate the process of creating FTSS tags described in "Create a Target Point on the Target Server (page 21)".

To create FTSS tags:

1. In the Excel workbook, select the tag names in the Tag column for which you want your H2H Interface to collect data.

2. Press Ctrl+C to copy the names of the tags.

3. Click Sheet2, press Ctrl+V to paste the names of the tags to the A column, starting from the A1 cell.

4. In the B1 cell, type STAG=.

5. In the C1 cell, type =$B$1&A1.

In this way you create a formula that will add the expression from the B1 cell to all the cells to which you will copy it.

6. In the C column, copy the C1 cell and paste it in the subsequent cells of the column that are located in the rows with the tag names you have pasted in the A column.

In this way you add a STAG= expression to each name of the tag.

7. Copy the modified tag names from the C column.

8. Click Sheet1 and go to the exdesc column.

Create FTSS Tags

Creating Multiple FTSS Tags Chapter 5


9. Right-click the first cell in the exdesc column to which you will paste the modified tag names.

10. Select Paste Special > . The modified tag names are pasted to the subsequent cells of the exdesc column.

In this way you create references to the source tags for the FTSS target tags you are about to create.

11. Go to the Tag column, and rename the tags you have selected and copied.

In this way you create names for the FTSS tags.

12. Go to the pointsource column, and replace FTLD with FTSS.

In this way you define the tags as FTSS tags.

13. Go to the location1 column, and type for each modified tag the ID number of your H2H Interface.

See step 7 in "Create an Interface Instance in the ICU (page 19)" for more information.

14. Go to the location4 column, and type for each modified tag the Scan Class number of your H2H Interface.

See step 11 in "Create an Interface Instance in the ICU (page 19)" for more information.

15. Save the Excel workbook.

NOTE When you import tags to the Excel workbook, all the imported tags are marked with an x in the Select (x) column. If you do not want to export all the tags, leave the x mark only next to the tags you want to export.

To export the FTSS tags:

1. On the ribbon, click PI-SMT > Export Tags. The Export PI Tags dialog box appears.

2. Under Export to, select the PI Server.

3. Under PI Server, select the target server.

Export FTSS Tags to the Target Server

Chapter 5 Creating Multiple FTSS Tags


NOTE If the server is not listed, click Connections and add the server in the Connection Manager. Refer to the help in the Connection Manager for more information.

4. Click OK.

The tags are exported to the target server.


Chapter 6

Removing FactoryTalk Historian To Historian Interface

To remove FactoryTalk Historian To Historian Interface from your computer, choose either of the following methods:

• Using the Start menu (page 29).

• Using Control Panel (page 30).

• Using the distribution kit (page 30).

NOTE Stop the Batch interface before you start the removal process.

To remove the suite using the Start menu:

1. Go to Start > All Programs > Rockwell Software > FactoryTalk Historian SE.

2. Click the Uninstall link of the FactoryTalk Historian suite you want to remove from the computer.

The removal wizard appears.

3. On the wizard pages, click Next and then Uninstall to start the removal process.

4. Click Finish.

5. In the message that appears, click OK to complete the removal process.

Removing the Suite Using the Start Menu

Chapter 6 Removing FactoryTalk Historian To Historian Interface


NOTE Stop the Batch interface before you start the removal process.

To remove the suite using Control Panel:

1. Go to Start > Control Panel > Programs > Programs and Features.

2. Under Uninstall or change a program, select the name of the FactoryTalk Historian suite you want to remove from the computer, and click Uninstall/Change.

The removal wizard appears.

3. On the wizard pages, click Next and then Uninstall to start the removal process.

4. Click Finish.

5. In the message that appears, click OK to complete the removal process.

To remove the suite using the distribution kit:

1. Double-click setup.exe.

2. On the main page of the installation wizard, click Uninstall FactoryTalk Historian To Historian Interface.

3. On the Uninstall FactoryTalk Historian To Historian Interface page, click the link of the interface suite. The removal wizard appears.

4. On the removal wizard page, click Next, and then Uninstall to start the removal process.

5. Click Finish to exit the wizard.

Removing the Suite Using Control Panel

Removing the Suite Using the Distribution Kit


Index

A Assign the Licenses to the Target Server 9

C Configure a Trust on the Source Server 22 Configure a Trust on the Target Server 22 Configuring FactoryTalk Historian To Historian Interface 19 Create a Target Point on the Target Server 21 Create an Interface Instance in the ICU 19 Create FTSS Tags 26 Creating Multiple FTSS Tags 25

D Documentation Feedback 32

E Export FTSS Tags to the Target Server 27

I Import FTLD Tags from the Source Server 25 Install FactoryTalk Historian To Historian Interface 15 Install FactoryTalk Services Platform 13 Installation Assistance 32 Installing FactoryTalk Historian To Historian Interface 13 Introduction 5

L Licensing 9

N New Product Satisfaction Return 32

R Removing FactoryTalk Historian To Historian Interface 29 Removing the Suite Using Control Panel 30 Removing the Suite Using the Distribution Kit 30 Removing the Suite Using the Start Menu 29 Rockwell Automation Support 32

S Start the H2H Interface 22 Supported Architectures 6

T Terminology 5

V Verify the Allocated Interface Licenses 10 Verify the H2H Interface 23 View the Installation Log File 17

Rockwell Automation Publication H2H-IN001A-EN-E–July 2012 Copyright © 2013 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.

Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products. At http://www.rockwellautomation.com/support/, you can find technical manuals, a knowledge base of FAQs, technical and application notes, sample code and links to software service packs, and a MySupport feature that you can customize to make the best use of these tools. For an additional level of technical phone support for installation, configuration, and troubleshooting, we offer TechConnect support programs. For more information, contact your local distributor or Rockwell Automation representative, or visit http://www.rockwellautomation.com/support/.

Installation Assistance

If you experience a problem within the first 24 hours of installation, review the information that is contained in this manual. You can contact Customer Support for initial help in getting your product up and running. United States or Canada 1.440.646.3434 Outside United States or Canada

Use the Worldwide Locator at http://www.rockwellautomation.com/support/americas/phone_en.html, or contact your local Rockwell Automation representative.

New Product Satisfaction Return

Rockwell Automation tests all of its products to ensure that they are fully operational when shipped from the manufacturing facility. However, if your product is not functioning and needs to be returned, follow these procedures. United States Contact your distributor. You must provide a Customer Support case number (call the phone number above to obtain

one) to your distributor to complete the return process. Outside United States Please contact your local Rockwell Automation representative for the return procedure.

Documentation Feedback

Your comments will help us serve your documentation needs better. If you have any suggestions on how to improve this document, complete this form, publication RA-DU002, available at http://www.rockwellautomation.com/literature/.

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Historian to Historian Interface Installation and Configuration Guide

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