FactoryTalk Historian to Historian Interface User Guide

1 FactoryTalk Historian TO Historian Interface USER Guide PUBLICATION H2H-UM001A-EN-E July 2012 iii Contact Rockwell Automation Customer Support Telephone Online Support Copyright Notice 2012 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. 2010 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, Inc.

2 The following logos and products are trademarks of Rockwell Automation, Inc.: FactoryTalk Historian Site Edition (SE), FactoryTalk Historian Machine Edition (ME), RSView, FactoryTalk View, RSView Studio, FactoryTalk ViewStudio, RSView Machine Edition, RSView ME Station, RSLinx Enterprise, FactoryTalk Services Platform, FactoryTalk Live Data, and FactoryTalk VantagePoint. The following logos and products are trademarks of OSIsoft, Inc.: PI System, Sequencia, Sigmafine, gRecipe, sRecipe, and RLINK. Other Trademarks ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

3 Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA). Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation. OLE for Process Control (OPC) is a registered trademark of the OPC Foundation. Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged. Restricted Rights Legend Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS Warranty This product is warranted in accordance with the product license.

4 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.

5 It is your responsibility to obtain the most current information available from Rockwell when installing or using this product. FactoryTalk Historian To Historian Interface User Guide iii Table of Contents Chapter 1. Introduction .. 1 Interface Limitations .. 1 Interface Requirements .. 2 Reference Manuals .. 3 Supported Operating Systems .. 3 Supported 3 Diagram of Hardware Connection .. 7 Chapter 2. Principles of Operation .. 11 Interface Startup .. 11 How FactoryTalk Historian to Historian Finds Source Points .. 12 Data Collection .. 13 History Recovery .. 14 Exception Data Collection .. 15 Maximizing Data Throughput .. 15 Archive Data Collection .. 16 Performance Considerations .. 16 Data Timestamps .. 17 Data Type Conversions.

6 17 Interface Status Events .. 18 Adding, Removing and Editing Tags .. 18 Error Handling .. 19 Source Historian Server-Level Failover .. 19 Fault Conditions .. 19 Communication Failure .. 19 Detection of Stale Data .. 20 UniInt Failover .. 20 Interface Status Tags .. 20 Internal State Status .. 20 Failover Status .. 21 Deployment Scenarios .. 21 Historian to Historian within a Historian Collective .. 21 Tag Attribute Override Parameters .. 22 Historian to Historian between Historian Collectives .. 24 Chapter 3. installation Checklist .. 27 Data Collection Steps .. 27 Interface Diagnostics .. 28 Advanced Interface Features .. 29 Chapter 4. Interface installation .. 31 Naming Conventions and Requirements .. 31 Table of Contents iv Interface Directories.

7 32 PIHOME Directory Tree .. 32 Interface installation Directory .. 32 Interface installation Procedure .. 32 Installing Interface as a Windows 32 Installing Interface Service with Historian Interface Configuration Utility .. 33 Service Configuration .. 33 Installing Interface Service Manually .. 35 Chapter 5. PointSource .. 37 Chapter 6. Historian Point Configuration .. 39 Point Attributes .. 39 Tag .. 39 PointSource .. 40 PointType .. 40 Location1 .. 40 Location2 .. 41 Location3 .. 41 Location4 .. 42 Location5 .. 42 InstrumentTag .. 43 ExDesc .. 43 UserInt1 .. 44 Scan .. 45 Shutdown .. 45 Exception and Compression .. 45 Interface Configurations .. 46 Recommended Tag Configurations .. 46 DataAccess, PtAccess .. 47 Zero, Span .. 47 Chapter 7.

8 Interface Status Tag Configuration .. 49 Chapter 8. Startup Command File .. 51 Configuring the Interface with ICU .. 51 FactoryTalk Historian to Historian Interface page .. 54 Configuring Interface Startup Files .. 64 Command-line Parameters .. 64 General Interface Operation .. 65 History Recovery and Archive Data Collection .. 70 Exception Data Collection .. 71 Tag Attribute Override .. 72 Server-Level Failover .. 72 Sample Startup Configuration Files .. 73 Sample File .. 73 Sample File .. 74 Chapter 9. UniInt Failover Configuration .. 75 Introduction .. 75 Quick Overview .. 76 Synchronization through a Shared File (Phase 2) .. 77 FactoryTalk Historian To Historian Interface User Guide v Configuring Synchronization through a Shared File (Phase 2).

9 78 Configuring UniInt Failover through a Shared File (Phase 2) .. 81 Start-Up Parameters .. 81 Failover Control Points .. 83 Historian Tags .. 84 Detailed Explanation of Synchronization through a Shared File (Phase 2) .. 88 Steady State Operation .. 89 Failover Configuration Using ICU .. 91 Create the Interface Instance with ICU .. 91 Configuring the UniInt Failover Startup Parameters with ICU .. 92 Creating the Failover State Digital State Set .. 92 Using the ICU Utility to create Digital State Set .. 93 Using the SMT 3 Utility to create Digital State Set .. 93 Creating the UniInt Failover Control and Failover State Tags (Phase 2) .. 96 Chapter 10. Interface node Clock .. 97 Chapter 11. Security .. 99 Tag and Node 100 System Manager Responsibilities.

10 100 Receiving System Manager .. 100 Source System Manager .. 101 Sample Security 101 Sample 1 .. 101 Sample 2 .. 101 Chapter 12. Starting / Stopping the Interface .. 103 Starting Interface as a Service .. 103 Stopping Interface Running as a Service .. 103 Chapter 13. Buffering .. 105 Which Buffering Application to Use .. 105 How Buffering 106 Buffering and Historian Server Security .. 106 Enabling Buffering on an Interface Node with the ICU .. 107 Choose Buffer Type .. 107 Buffering 108 Buffered Servers .. 110 Installing Buffering as a Service .. 113 Chapter 14. Interface Diagnostics Configuration .. 117 Scan Class Performance Points .. 117 Performance Counters Points .. 120 Performance Counters .. 121 Performance Counters for both (_Total) and (Scan Class x).