Introduction to Historian Server System Management

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Contact Rockwell Automation,Customer Support Telephone 1 440 646 3434. Online Support http support rockwellautomation com. Copyright Notice, 2008 Rockwell Automation Technologies Inc All rights reserved Printed in USA. 2007 OSISoft Inc All rights reserved, This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies Inc Any. reproduction and or distribution without prior written consent from Rockwell Automation Technologies Inc is strictly prohibited Please. refer to the license agreement for details,Trademark Notices. FactoryTalk Rockwell Automation Rockwell Software the Rockwell Software logo are registered trademarks of Rockwell Automation. The following logos and products are trademarks of Rockwell Automation Inc. FactoryTalk Historian Site Edition SE FactoryTalk Services Platform and FactoryTalk Live Data. The following logos and products are trademarks of OSIsoft Inc. Other Trademarks, ActiveX Microsoft Visual Basic Windows 98 Windows NT Windows 2000 and Windows XP are either registered trademarks or.
trademarks of Microsoft Corporation in the United States and or other countries. Adobe Acrobat and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and or. other countries, All other trademarks are the property of their respective holders and are hereby acknowledged. This product is warranted in accordance with the product license The product s performance may be affected by system configuration. the application being performed operator control maintenance and other related factors Rockwell Automation is not responsible for. these intervening factors The instructions in this document do not cover all the details or variations in the equipment procedure or. process described nor do they provide directions for meeting every possible contingency during installation operation or maintenance. This product s implementation may vary among users. This document is current as of the time of release of the product however the accompanying software may have changed since the. release Rockwell Automation Inc reserves the right to change any information contained in this document or the software at anytime. without prior notice It is your responsibility to obtain the most current information available from Rockwell when installing or using. this product,Modified Thursday November 13 2008 8 02 pm. PREFACE USING THIS GUIDE,About this Guide, This guide provides a starting place for new FactoryTalk Historian System Managers on. Windows based FactoryTalk Historian Systems This guide. Introduces the FactoryTalk Historian System Historian Server and Interface Nodes. Explains system components architecture data flow utilities and tools. Provides instruction for managing points archives backups interfaces security and. trusts and performance,Includes a glossary and resource guide. Introduction to Historian Server,System Management Page iii.
Preface Using this Guide,Conventions Used in this Guide. This guide uses the following formatting and typographic conventions. Format Use Examples, Title Case Historian Client Tools Use the client tool FactoryTalk Historian. FactoryTalk Historian System ProcessBook to verify that all data has been. Elements recovered, Historian Server Subsystems All incoming data is queued in the Event Queue by. the Snapshot Subsystem, Italic text Files Directories Paths The backup script is located in the PI adm directory. Emphasis Archive files can be either fixed or dynamic The. New Terms archive receiving current data is called the Primary. See Section 4 2 Create a New Primary Archive,References to a chapter or section.
Bold Italic text References to a publication See the Historian Server Reference Guide. Bold text System and Application The Archive Subsystem piarchss manages data. components archives Piarchss must be restarted for changes to. Subsystems take effect, Tools Utilities Three Point Database attributes affect compression. CompDev CompMin and CompMax These are, Processes Scripts Variables known as the compression specifications. Arguments Switches Options,Parameters Attributes Values. Properties Methods Events, Procedures and Key Commands On the Tools menu click Advanced Options. Press CTRL ALT DELETE to reboot, Interface components Click Tools Tag Search to open the Tag Search.
Menus Menu Items tool,Icons Buttons Tabs Click the Advanced Search tab. Dialog box titles and options Use the search parameters PImean Value 1. Monospace Consolas monospace is used for To list current Snapshot information every 5 seconds. type Code examples use the piartool ss command For example. Consolas Commands to be typed on the,font command line optionally with. arguments or switches,System input or output such as. excerpts from log files and other,data displayed in ASCII text. Bold consolas is used in the,context of a paragraph.
Light Blue Links to URL Web sites http www rockwellautomation com support. Underlined,Preface Using this Guide,Related Documentation. Rockwell Automation provides a full range of documentation to help you understand and use. the Historian Server Historian Server Interfaces and PI Client Tools Each Interface has its. own manual and each Client application has its own online help and or user guide. Using Historian Server Tools, The Historian Server provides two sets of powerful tools that allow system administrators and. users to perform system administration tasks and data queries. The Historian Server includes many command line tools such as pidiag and. piartool The Historian Server Documentation Set provides extensive instruction for. performing Historian Server administrative tasks using command line tools. The Historian System Management Tools SMT is an easy to use application that. hosts a variety of different plug ins which provide all the basic tools you need to. manage a FactoryTalk Historian System You access this set of tools through a single. host application This host application is sometimes referred to as the SMT Host but. it is more commonly called System Management Tools or SMT. You can download updates and patches to FactoryTalk Historian from. http www rockwellautomation com support, In addition to extensive online help that explains how to use all of the features in the SMT. the SMT includes the Introduction to FactoryTalk Historian System Management user. QUICK TABLE OF CONTENTS, Chapter 1 Introduction to FactoryTalk Historian System Management 1. Chapter 2 System Manager Checklist 3, Chapter 3 FactoryTalk Historian System Administration Tools 5.
Chapter 4 Introduction to the FactoryTalk Historian System 9. Chapter 5 Managing Historian Points 17,Chapter 6 Managing Archives 25. Chapter 7 Managing Backups 35,Chapter 8 Managing Interfaces 41. Chapter 9 Managing Historian Security 47, Chapter 10 Monitoring FactoryTalk Historian System Performance 57. Chapter 11 Managing Buffering 63,Chapter 12 Managing Data Source Equipment 71. Chapter 13 Glossary 73,Introduction to Historian Server.
System Management Page vii,TABLE OF CONTENTS,Preface Using this Guide iii. Tables and Figures xiii, Chapter 1 Introduction to FactoryTalk Historian System Management 1. 1 1 About this Book 1,Chapter 2 System Manager Checklist 3. 2 1 System Manager Checklist 3, Chapter 3 FactoryTalk Historian System Administration Tools 5. 3 1 Getting and Using the Tools You Need 5,3 1 1 System Management Tools SMT 5.
3 1 2 Interface Configuration Utility ICU 6,3 1 3 Using Other Historian Tools 7. 3 1 4 Using the Windows Command Interpreter 7, Chapter 4 Introduction to the FactoryTalk Historian System 9. 4 1 About Historian Interface Nodes 10,4 2 About the Historian Server 11. 4 2 1 What s in the PI Directory 12,4 2 2 File System Dos and Don ts 12. 4 2 3 Checking whether the Historian Server is Running 12. 4 2 4 Data Flow in the Historian Server 14,4 2 5 What is the Snapshot 14.
4 2 6 What are Out of Order Events 14,4 2 7 What is Compression Testing 14. 4 2 8 What is the Event Queue 15,4 3 About Client Applications 16. Chapter 5 Managing Historian Points 17,Introduction to Historian Server. System Management Page ix,Table of Contents,5 1 About Points 17. 5 2 About Point Attributes 17,5 2 1 Point Name Tag Attribute 18.
5 2 2 Class of Point PtClass Attribute 18,5 2 3 Data Type of Point PointType Attribute 19. 5 2 4 Data Source PointSource Attribute 19,5 2 5 Interface ID Number Location1 Attribute 20. 5 2 6 Setting Scan Class Location4 Attribute 20,5 2 7 Exception Specifications 20. 5 2 8 Compression Specifications 21, 5 2 9 Point Value Range Zero Span and Typical Value 22. 5 2 10 Configuring Shutdown Events Shutdown 22, 5 2 11 Point Security PtOwner PtGroup PtAccess DataOwner DataGroup.
DataAccess 22,5 3 Creating New Points 23,5 4 Finding Malfunctioning Points 23. 5 5 Decommissioning Points 24,5 6 Deleting Points 24. Chapter 6 Managing Archives 25,6 1 About Archives 25. 6 2 Finding the Archive Files 26, 6 3 Making Sure Historian Doesn t Overwrite Your Archives 27. 6 4 Creating an Archive 27,6 5 Registering an Archive 28.
6 6 Unregistering an Archive 29,6 7 Moving an Archive 30. 6 8 Fixing Archive Gaps 31,6 9 Automating Archive File Creation 32. Chapter 7 Managing Backups 35,Table of Contents,7 1 About Historian Server Backups 35. 7 2 Choosing a Backup Strategy 35,7 3 Checking Your Backup Files 36. 7 4 Checking Whether Backups are Scheduled 36,7 5 Checking the Message Logs 37.
7 6 Setting up Automatic Backups 38,7 7 Site Specific Backup Tasks 39. Chapter 8 Managing Interfaces 41,8 1 About Historian Interfaces 41. 8 1 1 What s a Point Source 41,8 1 2 What s an Interface ID Number 42. 8 1 3 What s a Scan Class 42,8 2 Configuring Interfaces 43. 8 3 Starting and Stopping Interfaces 44,8 4 Monitoring Interface Performance 44.
8 4 1 Checking IORates and Performance Points 44,8 4 2 Checking Log Files 44. 8 5 Configuring Interfaces for Buffering 45, 8 6 Where to Go for More Information on Interfaces 45. Chapter 9 Managing Historian Security 47,9 1 About PI Security 47. 9 2 Managing Users and Groups 47,9 2 1 About Users and Groups 48. 9 2 2 What are Access Permissions 48,9 2 3 What are PI Access Categories 48.
9 2 4 What are the piadmin and pidemo User Accounts 49. 9 2 5 Setting up Groups to Manage Resource Access 50. 9 2 6 Simple Case Example for Managing Groups 51,9 2 7 Example for Managing Multiple Groups 51. 9 2 8 Adding Editing and Deleting Users and Groups 51. 9 3 Managing Historian Trusts 52,9 3 1 About Trusts 52. 9 3 2 Managing Trusts with SMT 53,9 4 Managing PI Database Security 54. 9 4 1 About Databases 54,9 4 2 Managing Databases with SMT 55. Table of Contents, Chapter 10 Monitoring FactoryTalk Historian System Performance 57.
10 1 About FactoryTalk Historian System Performance Monitoring 57. 10 2 Which Performance Counters to Monitor 58,10 3 Building Performance Monitor Points 59. 10 4 Trending Performance Points 59, 10 5 Performance Monitoring Kit Historian 2 0 and Later 60. 10 6 Configuring the PIPerfmon Interface 60,Chapter 11 Managing Buffering 63. 11 1 About Buffering 63, 11 2 Checking whether the Buffering Service Is Running 64. 11 3 Testing the Buffering Service 65, 11 3 1 When should I test the buffering service 66.
11 3 2 How do I test the buffering service 66,11 4 If the Buffering Service Isn t Working 66. 11 4 1 How to Check the Login Information for Buffering 66. 11 4 2 How to Check the pipc log File 68,11 5 Starting the Buffering Service 68. Chapter 12 Managing Data Source Equipment 71,12 1 About Data Sources 71. 12 2 Adding New Equipment 71,12 3 Removing Obsolete Equipment 72. 12 4 Replacing Equipment 72,Chapter 13 Glossary 73.
Technical Support and Resources 95,Help Desk and Telephone Support 95. Knowledgebase 95,Index of Topics 97,TABLES AND FIGURES. FactoryTalk Historian System Health Checklist 3, Overview of FactoryTalk Historian System Data Flow 9. Data Flow with Buffering 63,Introduction to Historian Server. System Management Page xiii,Chapter 1 INTRODUCTION TO FACTORYTALK HISTORIAN.
SYSTEM MANAGEMENT,1 1 About this Book, This guide provides a starting place for new FactoryTalk Historian System Managers on. Windows based FactoryTalk Historian Systems It introduces the FactoryTalk Historian. System Historian Server and Interface Nodes and gives you the FactoryTalk Historian. System Management basics including system backups archive management and security. This guide contains the following topics,System Manager Checklist on page 3. FactoryTalk Historian System Administration Tools on page 5. Introduction to the FactoryTalk Historian System on page 9. Managing Historian PointsHistorian Points on page 17. Managing Archives on page 25,Managing Backups on page 35. Managing Interfaces on page 41, Managing Historian Security on page Error Bookmark not defined. Monitoring FactoryTalk Historian System Performance on page 57. Managing Buffering on page 63, Where to Go to Get More Help on page Error Bookmark not defined.
Introduction to Historian Server,System Management Page 1. About this Guide This guide provides a starting place for new FactoryTalk Historian System Managers on Windows based FactoryTalk Historian Systems This guide Introduces the FactoryTalk Historian System Historian Server and Interface Nodes Explains system components architecture data flow utilities and tools

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