Document Outline

• Table of Contents
• Overview
  • Integration with Other Rockwell Automation Products
  • FactoryTalk Historian Installation Package
  • Typical Architecture
  • System Requirements
  • User Documentation
    • On the Installation DVD
    • On the Local Hard Drive
    • In the Start Menu
• Pre-Installation Tasks
  • Synchronize Time Settings on FactoryTalk Historian System Computers
  • Disable the Windows Time Zone (TZ) Environment Variable
  • Learn About Installation-related Recommendations
  • Configure IIS for Advanced Server
• Installing FactoryTalk Historian
  • Installing Core Components
    • Install Microsoft SQL Server
    • Install FactoryTalk Services Platform
      • Specify FactoryTalk Directory Server Location
    • Install FactoryTalk Activation Manager
    • Install RSLinx Enterprise (Data Server)
  • Installing FactoryTalk Historian Suites
    • Install FactoryTalk Historian Asset Framework
      • Installation Modes for FactoryTalk Historian Asset Framework
      • Install FactoryTalk Historian Asset Framework Server
    • Install FactoryTalk Historian SE Server
    • Install FactoryTalk Historian Live Data Interface (Optional)
    • Install FactoryTalk Historian Management Tools (Optional)
    • Install FactoryTalk VantagePoint (Optional)
    • Install Additional Historian Components
  • Installing Advanced Server Components (Optional)
    • Install ACE
    • Install OLEDB Enterprise
    • Install OLEDB Provider
    • Install SQL Data Access Server
    • Install JDBC
    • Install Notifications
    • Install Web Services
    • Install OPC DA/HDA Server
    • Install OPC Client
• Post-Installation Tasks
  • View the Installation Log File
  • Verify that Historian Services are Running
  • Verify that the Historian Server is Updating Data for Default Tags
  • Manually Create or Upgrade the AF SQL Database
    • Create the AFServers Local Group on the AF Application Service Computer
    • Execute the SQL Scripts to Create and Populate the AF SQL Database
    • Modify the AF Application Service Connect String
    • Configure AF Application Service to Point to a Different AF SQL Database
  • Perform the MDB to AF Synchronization
  • Verify the MDB to AF Synchronization
  • Disable Virus Scanning
• Configuring FactoryTalk Historian
  • Activating the Historian Server
  • Securing the Historian Server
    • Historian Security Components and Their Privileges
    • Managing Historian Security Components
    • Creating Security Mappings
    • Managing Security of the Historian Server Database
  • Configuring Firewall for FactoryTalk Historian
  • Configuring the Historian Server
    • Adding the Server to the FactoryTalk Directory
    • Verifying the FactoryTalk Historian Live Data Local Interface
    • Managing Licenses
      • Types of Licenses
      • How Licenses Are Distributed Between License Pools
        • Distributing Licenses with FHSE3ADD Activation
        • Distributing Licenses without FHSE3ADD Activation
      • Assigning License Activations to the Historian Server
      • Allocating Licenses to Interface Types
      • Viewing Allocated Licenses
    • Configuring Points
      • Adding Individual Data Points Manually
      • Adding Multiple Data Points Automatically
    • Viewing Current and Archive Data
      • Viewing Current Data
      • Viewing Archive Data
    • Archiving and Backups
    • Restarting FactoryTalk Historian SE Server
  • Configuring the Data Server
  • Configuring Historian Interface Connections
  • Configuring FactoryTalk Historian Live Data Interface
    • Registering Live Data Interfaces
    • Live Data Interface Services
    • Enable Buffering
  • Enabling Excel Add-ins for Historian Clients
  • Activating Excel COM Add-ins for FactoryTalk Historian DataLink
  • Recording Messages Using FactoryTalk Diagnostics
    • Message Parameters
    • Viewing Messages
• Troubleshooting FactoryTalk Historian
  • Using FactoryTalk Historian ME Modules with FactoryTalk Security
  • Verifying the Windows Administrator Privileges
  • Resolving Error and Warning Messages
    • General
      • Error: System is a PINs Node
      • Error: Server Not Found
      • Error: Failure to Retrieve Interface Information
    • No Connection to FactoryTalk Directory
      • Schema Creation
      • Folders Creation
    • Firewall-related Errors
      • Configuring Windows Firewall with WFCU
• Configuring Historian Servers in High Availability Mode
  • High Availability (HA) Architecture
  • Working with Server Collectives
  • Creating Server Collectives
  • Verifying Communication Between Server Collective Members
  • Verifying Replication of Configuration Changes in the Primary Server
  • Assigning License Activations to Server Collectives
  • Configuring Interfaces and Buffering Services for Historian Server Collectives
• Configuring the Advanced Server Components
  • Configuring ACE
    • Configure ACE Manager
    • Verify the Connection with the Historian Server
    • Start the ACE Scheduler
    • Verify the ACE Scheduler Status
  • Configuring OLEDB
    • Verify the OLEDB Enterprise Installation
    • Verify the Connection with the Historian Server
    • Verify the OLE DB MMC Snap-in Status
  • Configuring SQL Data Access Server
    • Verify the SQL Data Access Server Status
  • Configuring JDBC
  • Configuring Notifications
    • Verify the Notifications Status
    • Create Module Database Attributes
    • Create Notifications
    • Assign Licenses to Notifications
    • Restart the Historian Server
    • Start Notifications
    • Verify the License Consumption by the Notifications
  • Configuring Web Services
  • Configuring OPC DA/HDA Server
    • Verify the Status of the OPC DA and OPC HDA Servers
    • Connect to the OPC HDA Server with PI OPC Tool
    • Connect to the OPC DA Server with PI OPC Tool
• Configuring Live Data Interface Redundancy
  • Overview
• FactoryTalk View SE TrendX
  • Creating Security Trusts for the FactoryTalk View TrendX Display Object
  • Configuring Trend Properties
• Upgrading FactoryTalk Historian SE
  • Upgrading FactoryTalk Historian Server
  • Upgrading FactoryTalk Historian Asset Framework
    • Verifying the Upgrade of Asset Framework
  • Upgrading FactoryTalk Historian Management Tools
  • Upgrading FactoryTalk Historian Live Data Interface
• Removing FactoryTalk Historian SE
  • Removing the Suite Using the Start Menu
  • Removing the Suite Using Control Panel
  • Removing the Suite Using the Installation DVD
• Technical Support and Resources
  • Before You Call or Write for Help
  • Find the Version and Build Numbers
  • View Computer Platform Information