Upgrade and Migration Guide - Literature

UPGRADE AND MIGRATION GUIDE
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Contact Rockwell Automation
Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/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.
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.
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 252.227-7013.
Warranty
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.
Table of Contents
Chapter 1
Overview
New Features in FactoryTalk Historian SE 3.01 ................................... 8
Advanced Server Components ............................................................. 8
Migration Use Cases ..................................................................................... 9
Migration Prerequisites .............................................................................. 10
Verify That All Historian Interfaces are Functioning Properly . 12
Verify That There Are No Stale and Bad Points in Your
Historian ..................................................................................................12
Create a Backup of Your Historian ................................................... 13
Minimizing Data Loss during Migration .............................................. 14
Configure Buffering for Interfaces..................................................... 14
Migration Assumptions ............................................................................. 17
Migration Scripts .........................................................................................18
Chapter 2
Migrating a Single Historian
Server
Checklist: Migration on a Single Computer......................................... 21
Checklist: Migration from a Source to Target Computer................. 23
Migration Steps: Single Historian Server .............................................. 26
Pre-migration Steps ............................................................................... 26
Source to Target: Back up FactoryTalk Directory and
FactoryTalk Diagnostics Viewer ................................................... 26
Stop Local Interfaces ........................................................................ 26
Block the Communication with the Historian Server ............ 28
Confirm the Event Queue is Empty ............................................ 28
Copy Migration Scripts to the Computer .................................. 28
Edit and Execute the 0_Locations.bat File ................................. 29
Shift the Historian Archives .......................................................... 30
Prepare the Registration .BAT File .............................................. 31
Execute 1_PreMigrationBackup.bat ............................................ 32
Source to Target: Rename the Source Computer ..................... 37
Source to Target: Rename the Target Computer ..................... 37
Migration Steps ......................................................................................37
Remove Historian 2.1/2.2 from the Computer ........................ 37
Install FactoryTalk Services Platform .......................................... 39
Install RSLinx Enterprise (Optional) .......................................... 39
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
3
Table of Contents
Source to Target: Configure FactoryTalk Directory and
FactoryTalk Activation Manager on the Target Computer .. 40
Execute 2_TargetFolderStruct.bat ............................................... 40
Install the Intermediate PI Server FTHSE 22 x64 (PI Server
3.4.375x64) ........................................................................................41
Execute 3_RestorePIPart.bat ......................................................... 44
Execute 4_StartAndConfigPIX64.bat ........................................ 45
Register the Archives ....................................................................... 47
Remove Old References to the Archives ..................................... 48
Stop the Intermediate Server ......................................................... 49
Install FactoryTalk Historian Asset Framework ...................... 49
Install FactoryTalk Historian Management Tools................... 50
Start the Intermediate Server ......................................................... 50
Prepare MDB to AF Synchronization ......................................... 51
Stop the Intermediate Server ......................................................... 51
Upgrade the Historian Server to Version 3.01 .......................... 51
Check if the Communication to the Historian Server is
Blocked ................................................................................................53
Execute 5_RestoreRAPart.bat ....................................................... 53
Post-migration Steps ............................................................................. 55
Complete and Verify the MDB to AF Synchronization ......... 55
Migrate Local FTLD Interfaces (If Applicable) ........................ 57
Verify that Historian Services are Running ................................ 58
Verify that the Historian Server is Updating Data for Default
Tags ......................................................................................................59
Create a Transitory Security Configuration for the Historian
Environment ......................................................................................60
Disable Virus Scanning.................................................................... 62
Restore the Communication to the Historian Server.............. 62
Source to Target: Reconfigure Historian ME Data Transfer (If
Applicable) .........................................................................................63
Migrate FactoryTalk Services Platform Users to the Integrated
Windows Authentication ............................................................... 64
Execute 6_EnvVarsCleaning.bat................................................... 71
Create a Backup of Your Migrated Historian ........................... 72
4
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Table of Contents
Chapter 3
Migrating a Collective of
Historian Servers
Checklist: Migration of a Historian Server Collective ....................... 74
Block the Historian Server from Incoming Process Data ............ 74
Migrate Historian Servers to Version 3.01 ...................................... 75
Restore the Communication Between the Historian Server and
the Network ............................................................................................75
Reinitialize the Secondary Historian Server .................................... 76
Verify Communication Between Server Collective Members
(Migration Guide) ................................................................................. 78
Verify Replication of Configuration Changes in the Primary
Server.........................................................................................................80
Chapter 4
Upgrading FactoryTalk
Historian Live Data Interface
Checklist: Migration of a Single Live Data Interface.......................... 83
Checklist: Migration of Live Data Redundant Interfaces ................. 83
Remove the Live Data Interface............................................................... 84
Upgrade FactoryTalk Services Platform ................................................ 84
Install FactoryTalk Historian Live Data Interface .............................. 85
Verify the Phase 2 Failover Configuration ............................................ 87
Verify the Buffering Configuration ........................................................ 88
Create and Run the Live Data Interface Service .................................. 89
Chapter 5
Upgrading Engineering
Workstations
Upgrade Steps...............................................................................................91
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
5
Table of Contents
6
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Chapter 1
Overview
In this document you will find information on how to upgrade your
FactoryTalk Historian SE 2.1/2.2 to FactoryTalk Historian SE 3.01.
FactoryTalk Historian SE (FTHSE) 2.1/2.2 is a 32-bit application
that could run on either a 32-bit or 64-bit server operating system.
FactoryTalk Historian SE 3.01 is a 64-bit application that runs only
on a 64-bit server operating system, specifically Microsoft Windows
Server 2008 R2 with Service Pack 1 (W2008R2SP1).
Upgrading from a 32-bit application to a 64-bit application and
upgrading from a previous version to the new version of FactoryTalk
Historian SE involves multiple steps. Due to the complexity of the
process and the fact that it may require setting up a computer with
W2008R2SP1, we refer to the process as the Historian server
migration.
IMPORTANT
The add-ons to the Historian server listed below constitute in
FactoryTalk Historian SE 3.01 a collection of Advanced Server
components:
ACE, JDBC Data Provider, ODBC, OLE DB Provider, OPC DA Server, OPC
HDA Server, OPC HDA DA Server, WebServices, Notifications.
If you have been using any of them with your Historian server and you
still want to use them in FactoryTalk Historian SE 3.01, see "Advanced
Server Components (page 8)" for more information.
The migration may be performed from the following versions of
FactoryTalk Historian SE:
• FTHSE 2.1 with PI Server version 3.4.375 32-bit.
• FTHSE 2.2 with PI Server version 3.4.375 32-bit.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
7
Chapter 1 Overview
On a high level, the Historian server migration involves:
1. Backing up FTHSE 2.1/2.2 configuration and archive files.
2. Removing FTHSE 2.1/2.2 and all Historian components.
3. Installing an intermediate release of Historian (PI Server
version 3.4.375 64-bit) to convert the application files so that
they become 64-bit compatible.
4. Upgrading from the intermediate Historian release to FTHSE
3.01 (PI Server version 3.4.385 64-bit).
The migration may be performed for a single Historian server (page
21) as well as for a collective of Historian servers (page 73).
New Features in
FactoryTalk Historian SE
3.01
FactoryTalk Historian SE 3.01 introduces the following features:
• FactoryTalk Historian Asset Framework (AF) Server as a
prerequisite and Microsoft SQL Server Database for its data.
• The security authentication that replaces FactoryTalk Security
with Windows authentication, using either Active Directory
(AD) or local Windows security.
• Advanced Server logic (page 8).
Advanced Server
Components
Advanced Server is a collection of add-on components to
FactoryTalk Historian SE Server. The Advanced Server includes:
• ACE Advanced Computation Engine for Visual Basic
calculations on Historian data
• Data Access
• JDBC Data Provider
• ODBC
• OLE DB Provider
• OPC DA Server
8
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
• OPC HDA Server
• OPC HDA DA Server
• WebServices
• Notifications for using Microsoft Lync Unified
Communication Server
New users may activate the Advanced Server components with the
FTHSE.Advanced license activation.
For the users upgrading their license activations from FactoryTalk
Historian SE 2.2/2.1, the Advanced Server components are
activated automatically when the total license count of the FHLD
and PTY3 license activations is at least 250.
NOTE
Migration Use Cases
For more information on the Advanced Server components, refer to the
user documentation available in the Redist\Docs\Advanced Server
Options folder on the FactoryTalk Historian SE installation DVD.
To acquire a license for this option, contact your Rockwell Automation
sales representative.
The following migration paths (Use Cases) are supported:
• In Use Case 1, the FTHSE server is migrated from its current
host computer to a new computer running a 64-bit Microsoft
Windows Server 2008 R2 with Service Pack 1
(W2008R2SP1).
The process involves moving the Historian server to another
machine and updating it to version 3.01. It may also involve a
transition from a 32-bit to 64-bit operating system.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
From:
To:
W 2003 R2 32-bit
W 2008 SP2 32-bit
W 2008 R2 64-bit
W 2008 R2 SP1 64-bit
9
Chapter 1 Overview
• In Use Case 2, the FTHSE server is already installed on a
computer running a 64-bit Microsoft Windows Server 2008
R2 (W2008R2).
The process involves installing Service Pack 1 on the server
host computer and updating the Historian server to version
3.01.
Migration Prerequisites
From:
To:
W 2008 R2 64-bit
W 2008 R2 SP1 64-bit
Before starting the migration process, make sure the following
prerequisites are met:
• Your FactoryTalk Historian SE system is healthy, that is :
• All FactoryTalk Historian interfaces are functioning
properly (page 12).
• There are no stale and bad points in the system (page 12).
• Using the System Management Tools, you have deleted all
unnecessary archives and message logs from the Historian
server.
For more information, refer to the FactoryTalk Historian SE
2.20 Server Management Guide.
• You have created a backup of your system (page 13).
• Service Pack 1 for the Microsoft Windows Server 2008 R2 is
installed on the computer that will host the FTHSE server.
• IT personnel is available to perform administrative tasks, such
as:
• Adding/removing computers from the domain.
• Adding security groups/users to the domain.
10
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
• Renaming computers.
• Managing SQL Server databases.
• You have a portable storage device, such as a USB drive or an
external hard drive, or a shared folder in your network, to
which you will save a complete backup of the existing
Historian and a copy of the Historian installation DVD.
You will need to have write access to the storage device and/or
the shared folder on every computer on which you will
perform the migration.
You will need at least 8 GB of storage space, of which 4 GB
will be taken by the copy of the installation DVD, and the rest
by the archives.
Check the size of your archives to calculate the total amount of
storage space you need.
• The computers on which you will install FactoryTalk
Historian SE 3.01 are configured to handle short file names.
NOTE
For more information, refer to the Microsoft TechNet
(http://technet.microsoft.com/en-us/library/cc778996(v=ws.10).a
spx) article.
• You have the FactoryTalk Historian SE 3.01 installation
DVD.
• You have copied the entire content of the FactoryTalk
Historian SE 3.01 installation DVD to your portable storage
device or shared folder.
• You have checked the KB article 491889
(https://rockwellautomation.custhelp.com/app/answers/
detail/a_id/491889) for the latest version of this document
and the migration scripts.
• You have printed a copy of this document and read it before
you start the migration.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
11
Chapter 1 Overview
Verify That All Historian
Interfaces are Functioning
Properly
To verify that the FactoryTalk Historian interfaces are updating
data:
1. On the computer with your Historian server installed, 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 Historian server
whose data you want to check.
3. Under System Management Plug-Ins, select Data > Archive
Editor.
4. In the (Tag Not Specified) tab, click
dialog box appears.
. The Tag Search
5. In the Tag Mask text box, type the name of the tag from the
interface whose performance you want to check, and click
Search.
The tag appears in the search results list.
6. Click OK.
If the interface functions properly, the list of events of the
selected tag is displayed in the tab in the right pane of the
System Management Tools dialog box.
NOTE
For more information on the Archive Editor available with the
System Management Tools, click .
7. Repeat the steps for all other interfaces that collect data.
To verify that there are no stale and bad points in your Historian
Verify That There Are No
Stale and Bad Points in Your system:
Historian
1. On the computer with your Historian server installed, go to
Start > All Programs > Rockwell Software > FactoryTalk
12
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under Collectives and Servers, select the Historian server
whose data you want to check.
3. Under System Management Plug-Ins, select Points > Stale
and Bad Points.
4. On the toolbar, click
.
If your Historian system is free from stale and bad points, a
confirmation message is displayed under Session Record.
If any bad or stale points have been detected in your Historian
system, you need to decide whether you want to perform the
migration.
Create a Backup of Your
Historian
To create a backup of your Historian system:
1. Open the Command Prompt window.
2. Navigate to:
• On a 32-bit operating system:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PI\adm
• On a 64-bit operating system:
C:\Program Files (x86)\Rockwell Software\FactoryTalk
Historian\Server\PI\adm
3. Run the pibackup command with the following syntax:
pibackup <CompletePathToTheBackupFolder>
<NumberOfArchivesToBackUp>
For example: pibackup c:\backup 3.
Press Enter.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
13
Chapter 1 Overview
4. Wait until the backup is complete.
5. Copy the backup to your portable storage device or shared
folder in your network.
Minimizing Data Loss
during Migration
If you want to perform the migration and minimize the loss of the
data collected by your interfaces, you can do either of the following:
• Configure buffering for the interfaces. See "Configure
Buffering for Interfaces (page 14)" for details.
• Configure redundant interfaces. See the KB article 59932
(https://rockwellautomation.custhelp.com/app/answers/detai
l/a_id/59932) for details.
By configuring redundant interfaces you will eliminate any loss
of data during the migration.
If you choose to use redundant interfaces during the
migration, you will need to migrate the interfaces after you
have migrated the Historian server. See "Checklist: Migration
of Live Data Redundant Interfaces (page 83)" for details.
Configure Buffering for
Interfaces
Before you configure and use buffering on your interfaces during the
migration, you need to make sure that you have sufficient disk space
available on the computers on which you have the interfaces
installed.
If we assume the following:
• A single event takes 26 bytes in the buffer.
• An interface collects 10000 points per second.
14
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
We can use the following equation to calculate the required disk
space for 8 hours:
10000 * 26 bytes * 60 seconds * 60 minutes * 8 hours = 7.4 GB
The resulting disk space is required for a single Historian server. If
you have a collective of Historian servers, this amount of disk space
will be consumed by each Historian server in the collective.
To configure buffering on the 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 > SDK Connections.
The Connection Manager dialog box appears.
3. Select the existing collective or server, or add a new one.
TIP
See the Connection Manager Help for more information. To
access it, select Help > Contents and Index from the menu
bar of the dialog box.
4. Click Save and Close to exit the dialog box.
5. From the menu bar, select Tools > Options. The Options
dialog box appears.
6. Click the Load interfaces from a selected list of PI Servers
option and click the check box next to the name of the server
that you want to select.
7. Click OK.
8. From the menu bar, select Tools > Buffering. The Buffering
dialog box appears.
9. Click Enable buffering with PI Buffer Subsystem.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
15
Chapter 1 Overview
10. In the message box, click Yes.
11. Wait until the status at the bottom of the dialog box is
changed to Current Configuration: Good.
12. In the message dialog box, click OK.
13. From the left pane, click Buffered Servers, and select the
name of the FactoryTalk Historian SE server from the
Buffering to collective/servers list.
14. Click OK to save the changes.
15. In the message box, click Yes.
16
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
16. In the Interface Configuration Utility dialog box, click
Close.
17. Repeat the steps for each interface computer including
redundant interfaces.
Migration Assumptions
The migration process is based on the following assumptions:
• The migration must be performed by an administrator.
• During the migration, the communication with the Historian
server is blocked, either by disconnecting the computer from
the network or using a firewall to block the 5450 TCP port.
• If the FactoryTalk Activation server is installed on the FTHSE
server computer and a new computer will be used for
FactoryTalk Historian SE 3.01, the activations will need to be
rehosted to the new computer.
IMPORTANT
It is recommended that you follow all the steps in the order and
as they are described in the instructions so as to ensure a
successful completion of the migration process.
• If the FactoryTalk Directory is installed on the FTHSE server
computer and a new computer will be used for FactoryTalk
Historian SE 3.01, the FactoryTalk Directory will need to be
backed up and restored to the new computer.
• If the FactoryTalk Directory is being shared with other
Rockwell Software products, you will need to determine if
those products need to be upgraded as well.
• If the FactoryTalk Directory is not installed on the Historian
server computer, you need to update FactoryTalk Services
Platform and FactoryTalk Activation Manager on the
computer on which the FactoryTalk Directory is installed.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
17
Chapter 1 Overview
Migration Scripts
The migration may be partially automated using the migration
scripts (.BAT files) included on the FactoryTalk Historian
installation DVD, in the Redist\Migration\Scripts folder.
Use this script:
To:
0_Locations.bat (page 29)
Configure:
1. The location in which the .BAT files are stored.
2. The path to the location in which FactoryTalk Historian
SE 2.1/2.2 is installed.
3. The letter of the drive on which the backup is to be
stored.
4. The path to the location in which the backup is to be
stored.
5. The location of the Historian archives, if the archives are
stored in another location than <DriveLetter>:\Program
Files\Rockwell Software\FactoryTalk
Historian\Server\dat.
6. The letter of the drive on which FactoryTalk Historian SE
3.01 is to be installed.
Set environment variables necessary for the migration
process.
1_PreMigrationBackup.bat
(page 32)
1.
2.
3.
4.
5.
6.
2_TargetFolderStruct.bat
(page 40)
For the migration on a single computer:
Create the directory structure for the backup.
Create the archive log file.
Stop the Historian server.
Stop the FTLDIntAgent service.
Disable the PI Network Manager service.
Back up the FactoryTalk Historian SE 2.1/2.2 server.
1. Rename the folder of FactoryTalk Historian SE 2.1/2.2.
2. Rename the PIPC.ini file.
For all migration scenarios:
3. Create the folder structure for the FactoryTalk Historian
SE 3.01.
18
3_RestorePIPart.bat (page
44)
4_StartAndConfigPIX64.bat
(page 45)
1. Restore the server from the backup.
2. Rename the pirunonce.dif file.
5_RestoreRAPart.bat (page
53)
1. Restore the Historian server .XML files.
2. Start the FactoryTalk Historian SE 3.01 services.
3. Update database security settings.
1. Start the intermediate PI server.
2. Modify tuning parameters applying to the location of
the archives.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Overview Chapter 1
Use this script:
To:
6_EnvVarsCleaning.bat
(page 71)
1. Remove the environment variables used by the
migration scripts from the operating system.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
19
Chapter 1 Overview
20
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Chapter 2
Migrating a Single Historian Server
The migration may be performed:
• On a single computer. (page 21)
• From one computer (source) to another (target). (page 23)
Checklist: Migration on a
Single Computer
IMPORTANT
To perform this procedure, administrative rights are required.
To execute .BAT files with administrative privileges on the Microsoft
Windows Server 2008 R2 operating system, you need to right-click the
file and select Run as administrator. Otherwise the file execution will
fail.
To perform migration on a single computer:
Pre-migration steps
• Check the KB article 491889
(https://rockwellautomation.custhelp.com/app/answers/detai
l/a_id/491889) for the latest version of the FactoryTalk
Historian SE Upgrade and Migration Guide and the migration
scripts.
1. Stop local interfaces (page 26).
2. Block the FactoryTalk Historian server from communicating
with the interfaces and clients (page 28).
3. Confirm the event queue is empty (page 28).
4. Copy the migration scripts to the computer (page 28).
5. Edit and execute the 0_Locations.bat file (page 29).
6. Shift the Historian archives (page 30).
7. Prepare the registration .BAT file (page 31).
8. Execute the 1_PreMigrationBackup.bat file (page 32).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
21
Chapter 2 Migrating a Single Historian Server
Migration steps
9. Remove FactoryTalk Historian SE 2.1/2.2 from the computer
(page 37).
10. Install FactoryTalk Services Platform (page 39).
11. Install RSLinx Enterprise (page 39) (Optional).
12. Execute the 2_TargetFolderStruct.bat file (page 40).
13. Install the intermediate PI Server FTHSE 22 x64 (page 41).
14. Execute the 3_RestorePIPart.bat file (page 44).
15. Execute the 4_StartAndConfigPIX64.bat file (page 45).
16. Register the archives (page 47).
17. Remove old references to the archives (page 48).
18. Stop the intermediate server (page 49).
19. Install FactoryTalk Historian Asset Framework (page 49).
20. Install FactoryTalk Historian Management Tools (page 50).
21. Start the intermediate server (page 50).
22. Prepare MDB to AF synchronization (page 51).
23. Stop the intermediate server (page 49).
24. Upgrade the Historian server to version 3.01 (page 51).
25. Check if the communication with the FactoryTalk Historian
server is blocked (page 53).
26. Perform either of the following:
For the collective secondary
server upgrade:
For all other use cases and
computers:
Restore and Rename Files (page 54).
Execute the 5_RestoreRAPart.bat file
Merge Customized .BAT Files (page 54). (page 53).
Post-migration steps
27. Complete and verify the MDB to AF synchronization (page
55).
28. Migrate local FTLD interfaces (if applicable) (page 57).
22
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
29. Verify that Historian services are running (page 58).
30. Verify that the Historian server is updating data for default
tags (page 59).
31. Create a transitory security configuration for the Historian
environment (page 60).
32. Disable virus scanning (page 62).
33. Restore the FactoryTalk Historian server communication with
the interfaces and clients (page 62).
34. Migrate FactoryTalk Services Platform users to the integrated
Windows authentication (page 64).
35. Execute the 6_EnvVarsCleaning.bat file (page 71).
36. Create a backup of your migrated FactoryTalk Historian (page
71).
Checklist: Migration from a
Source to Target Computer
IMPORTANT
To perform this procedure, administrative rights are required.
To execute .BAT files with administrative privileges on the Microsoft
Windows Server 2008 R2 operating system, you need to right-click the
file and select Run as administrator. Otherwise the file execution will
fail.
Perform the following steps on the source computer:
Pre-migration steps
1. Check the KB article 491889
(https://rockwellautomation.custhelp.com/app/answers/detai
l/a_id/491889) for the latest version of the FactoryTalk
Historian SE Upgrade and Migration Guide and the migration
scripts.
2. Back up FactoryTalk Directory and FactoryTalk Diagnostics
Viewer (page 26).
3. Stop local interfaces (page 26).
4. Block the FactoryTalk Historian server from communicating
with the interfaces and clients (page 28).
5. Confirm the event queue is empty (page 28).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
23
Chapter 2 Migrating a Single Historian Server
6. Copy the migration scripts to the computer (page 28).
7. Edit and execute the 0_Locations.bat file (page 29).
8. Shift the Historian archives (page 30).
9. Prepare the registration .BAT file (page 31).
10. Execute the 1_PreMigrationBackup.bat file (page 32).
11. Rename the source computer. (page 37)
Perform the following steps on the target computer:
Pre-migration steps
1. Rename the target computer (page 37).
2. Copy the migration scripts to the computer (page 28).
3. Edit and execute the 0_Locations.bat file (page 29).
Migration steps
4. Install FactoryTalk Services Platform (page 39).
5. Install RSLinx Enterprise (page 39) (Optional).
6. Configure FactoryTalk Directory and FactoryTalk Activation
Manager (page 40).
7. Execute the 2_TargetFolderStruct.bat file (page 40).
8. Block the FactoryTalk Historian server from communicating
with the interfaces and clients (page 28).
9. Install the intermediate PI Server FTHSE 22 x64 (page 41).
10. Execute the 3_RestorePIPart.bat file (page 44).
11. Execute the 4_StartAndConfigPIX64.bat file (page 45).
12. Register the archives (page 47).
13. Remove old references to the archives (page 48).
14. Stop the intermediate server (page 49).
15. Install FactoryTalk Historian Asset Framework (page 49).
16. Install FactoryTalk Historian Management Tools (page 50).
17. Start the intermediate server (page 50).
24
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
18. Prepare MDB to AF synchronization (page 51).
19. Stop the intermediate server (page 49).
20. Upgrade the Historian server to version 3.01 (page 51).
21. Check if the communication with the FactoryTalk Historian
server is blocked (page 53).
22. Perform either of the following:
For the collective secondary
server upgrade:
For all other use cases and
computers:
Restore and Rename Files (page 54).
Execute the 5_RestoreRAPart.bat file
Merge Customized .BAT Files (page 54). (page 53).
Post-migration steps
23. Complete and verify the MDB to AF synchronization (page
55).
24. Migrate local FTLD interfaces (page 57) (if applicable).
25. Verify that Historian services are running (page 58).
26. Verify that the Historian server is updating data for default
tags (page 59).
27. Create a transitory security configuration for the Historian
environment (page 60).
28. Disable virus scanning (page 62).
29. Restore the FactoryTalk Historian server communication with
the interfaces and clients (page 62).
30. Reconfigure FactoryTalk Historian ME data transfer settings
(page 62) (if applicable).
31. Migrate FactoryTalk Services Platform users to the integrated
Windows authentication (page 64).
32. Execute the 6_EnvVarsCleaning.bat file (page 71).
33. Create a backup of your migrated FactoryTalk Historian (page
71).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
25
Chapter 2 Migrating a Single Historian Server
Migration Steps: Single
Historian Server
The migration of a single Historian server consists of the following
stages:
1. Pre-migration steps (page 26).
2. Migration steps (page 37).
3. Post-migration steps (page 55).
Pre-migration Steps
In the following sections you will find detailed instructions of
pre-migration steps.
Source to Target: Back up
FactoryTalk Directory and
FactoryTalk Diagnostics
Viewer
Perform the following steps if you migrate the server from a
source to target computer:
1. If FactoryTalk Directory is located on the source computer,
back up the entire FactoryTalk Directory.
NOTE
For more information, refer to section "Back up an entire
FactoryTalk Directory" of FactoryTalk Help (go to Start > All
Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk
Help).
2. Export and back up messages from the FactoryTalk
Diagnostics Viewer.
NOTE
Stop Local Interfaces
For more information, refer to section "Export diagnostic messages
to XML" of FactoryTalk Diagnostics Viewer Help (go to Start > All
Programs > Rockwell Software > FactoryTalk Tools > Diagnostic
Viewer to open the viewer, and on the menu bar click Help >
FactoryTalk Diagnostics Viewer Help).
You should stop all the local interfaces for collecting data. Typical
local interfaces are:
• FTLD
• OPC
• PI Batch Generator
26
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
• PI Ramp Soak Simulator
• PI Random Simulator
• PI-piperfmon_basic
The interfaces may be stopped using System Management Tools in
FactoryTalk Historian and/or Administrative Tools in Control
Panel. Depending on the method you have used to register them,
you may need to use both tools to stop all the interfaces.
To stop the interfaces using the System Management Tools:
1. Click 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 server for which you
want to stop the interfaces.
3. Under System Management Plug-Ins, select Interfaces >
Interface List.
4. Click the name of the interface and click
stop it.
on the toolbar to
5. Repeat the steps for other interfaces in the interface list.
6. Under System Management Plug-Ins, select Operation > PI
Services.
7. Click the name of the interface and click
stop it.
on the toolbar to
8. Repeat the steps for other interfaces in the interface list.
To stop the interfaces using the Administrative Tools program
of Control Panel:
1. Click Start > All Programs > Administrative Tools > Services.
The Services dialog box appears.
2. Right-click the name of the interface, and select Stop.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
27
Chapter 2 Migrating a Single Historian Server
3. Wait until the status of the service changes to Stopped.
4. Repeat the steps for other interfaces in the interface list.
Block the Communication
with the Historian Server
In order to block the Historian server from communicating with
remote interfaces and clients, you need to perform either of the
following:
• Disconnect the Historian server computer from the network.
• Block the 5450 TCP port on the firewall that runs on the
Historian server computer.
For more information, refer to the firewall documentation.
By blocking this port you will ensure that the remote interfaces
begin buffering data locally.
Confirm the Event Queue is
Empty
To confirm that the Event Queue is empty and no new events are
being generated:
1. Run the System Management Tools.
2. Under System Management Plug-Ins, select Operation >
Snapshot and Archive Statistics.
3. Click
several times.
4. Verify that the archived events value is no longer increasing.
NOTE
Copy Migration Scripts to
the Computer
28
For more information on the Event Queue, refer to the Introduction
to FactoryTalk Historian SE System Management.
To copy the migration scripts to your computer:
1. Open the copy of the FactoryTalk Historian SE 3.01
installation DVD on your portable storage device or shared
folder.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
2. Go to Redist > Migration.
3. Copy the Scripts folder.
4. Paste the folder to a disk on your computer.
Make sure the path to the folder does not contain any blank
spaces, for example: H:\Scripts.
You will execute the scripts from this location during the
migration.
Edit and Execute the
0_Locations.bat File
IMPORTANT
The path to your local copy of the migration scripts and the Historian
backup cannot contain any blank spaces. Otherwise the migration may
fail.
Examples of correct paths: H:\Scripts, H:\FTHSEv2_Backup.
In this file you will set the environment variables to define paths to
files that will be used in the migration process.
To edit the 0_Locations.bat file:
1. Open your local copy of the migration scripts.
2. Edit the 0_Locations.bat file with administrative privileges.
3. Edit the following:
Item
Description
H:\Scripts
Type the path to the location in which
the migration .BAT files are stored.
Type the letter of the drive on which you
will store the backup.
Type the path to the location in which
you will store the backup.
The letter of the drive on which the
FactoryTalk Historian SE 3.01 is to be
installed.
H:
H:\FTHSEv2_Backup
C:
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
29
Chapter 2 Migrating a Single Historian Server
4. If your Historian archives are stored in a location other than
the default one:
1. Remove the REM comment from the following line:
REM set uFTHSEv2ArchiveFolder=D:\archives.
2. Replace the sample path (D:\archives) with the actual path
to your Historian archives.
5. Save the file.
6. Execute the file with administrative privileges.
Shift the Historian Archives
To shift the primary archive:
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 Historian server
whose archives you want to shift.
3. Under System Management Plug-Ins, select Operation >
Archives.
30
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
4. Under Archive File, select the primary archive and click
.
5. Click Yes in the confirmation message box.
6. Wait until the archive is shifted.
Prepare the Registration
.BAT File
NOTE
Skip these steps, if you have stored your Historian archives in
another location than the default one and the location of the
archives before and after the migration is the same, for example:
D:\Historian_archives.
The default locations of Historian archives are the following:
• For 32-bit operating systems:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
• For 64-bit operating systems:
C:\Program Files(x86)\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
To prepare the registration .BAT file:
1. Click 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 server for which you
are performing the migration.
3. Under System Management Plug-Ins, select Operation >
Archives.
4. Click any of the archives listed.
5. On the toolbar, click
, and then select Registration BAT
file. The Create piartool registration BAT file dialog box
appears.
6. Navigate to the location on your shared folder or the portable
storage device that you are using for the migration.
7. Click Save.
8. Exit the System Management Tools and the FactoryTalk
Administration Console if you have it open.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
31
Chapter 2 Migrating a Single Historian Server
9. Go to the location in which you have saved the file and edit it
in a text editor.
10. Modify the location paths in all the lines except for those
starting with the REM comment:
Replace this path:
With:
C:\Program Files (x86)\Rockwell
Software\FactoryTalk
Historian\Server\PI\
C:\Program Files\Rockwell
Software\FactoryTalk
Historian\Server\PI\
C:\Program Files\Rockwell
Software\FactoryTalk Historian\Server\
11. Put each location path in quotation marks.
The figure below presents a modified registration .BAT file.
The location paths point to the new default location of the
archives, and they are placed in quotation marks.
12. Save the file.
Execute
1_PreMigrationBackup.bat
Do either of the following:
• Execute the 1_PreMigrationBackup.bat file from your local
copy of the migration scripts.
• Perform these steps manually:
1. Create the directory structure for the backup (page 33).
32
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
2. Create the archive log file (page 34).
3. Stop the Historian server (page 34).
4. Stop the FTLDIntAgent service (page 35).
5. Disable the PI Network Manager service (page 35).
6. Back up the Historian 2.1/2.2 server (page 35).
1_BAT: Create the Directory
Structure for the Backup
IMPORTANT
The path to your Historian backup cannot contain any blank spaces.
Otherwise the migration may fail.
A correct path to the backup would be, for example:
H:\FTHSEv2_Backup.
In these steps you will prepare and perform a backup of the
Historian data.
If you perform the steps manually, first you need to create a backup
folder structure that would reflect the original structure of
FactoryTalk Historian folders that you are about to back up.
Create the following folder structure:
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
33
Chapter 2 Migrating a Single Historian Server
If you migrate the Historian server from a source to target computer,
and on both computers you use a location for your Historian
archives that is different from the default one, you will also need to
create a backup folder for your archives, for example:
FTHSEv2_Backup\Archives.
NOTE
1_BAT: Create the Archive
Log File
%piserver% and %pihome% are path variables that point to specific
locations in the FactoryTalk Historian system.
To create the archive log file:
1. Open the Command Prompt window with administrative
privileges.
2. Type cd /d %piserver%\adm and press Enter.
3. At the command prompt, type piartool -al >
<FullPathToTheFile>\<filename>.txt and press Enter.
For example: piartool –al > c:\backup\archivelog.txt.
The archive log file will be created.
The file stores a list of all Historian archives. You will need this
file when registering archives of the PI Server (page 44).
1_BAT: Stop the Historian
Server
To stop the Historian server:
1. Click Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Stop FactoryTalk Historian SE system. The
Command Prompt window appears and a series of commands
is executed.
2. Wait until the Command Prompt window is closed and the
server is stopped.
34
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
1_BAT: Stop the
FTLDIntAgent Service
To stop the FTLDIntAgent service:
1. Go to Start > All Programs > Administrative Tools > Services.
The Services dialog box appears.
2. Right-click FTLDIntAgent and select Stop.
3. Wait until the service is stopped.
1_BAT: Disable the PI
Network Manager Service
NOTE
The following steps are required to be performed on the source
computer only, during the migration from the source to target
computer.
To disable the PI Network Manager service:
1. In the Services dialog box, right-click PI Network Manager
and select Properties.
2. From the Startup type list, select Disabled.
3. Click Apply.
Disabling this service ensures that the PI server on the source
computer is not restarted automatically.
1_BAT: Back up the
Historian 2.1/2.2 Server
In this step, you will copy FactoryTalk Historian files to your
backup location.
Copy these files:
All configuration .XML files.
Server-related files:
• Data
• All files except pisubsys.cfg and
pilicence.dat.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
From these source folders:
• On a 32-bit operating system:
C:\Program Files\Rockwell
Software\FactoryTalk Historian\Server
• On a 64-bit operating system:
C:\Program Files (x86)\Rockwell
Software\FactoryTalk Historian\Server
• %piserver%
• %piserver%\dat
35
Chapter 2 Migrating a Single Historian Server
Copy these files:
• Scripts
• All .BAT files.
From these source folders:
• %piserver%\adm
• %piserver%\bin
• Logs
• All .DAT files.
• %piserver%\log
FTLD interface-related files:
• Configuration .BAT files.
• %pihome%Interfaces\LDInterface
• %pihome%\dat
PIPC logs:
(Optional) If your Historian archives are not in the default location:
• Archive and annotation files.
• The folder in which you keep your
Historian archives.
See the following example to learn how to copy the files using the
xcopy command.
In this example, we will copy the .BAT files from the
%piserver%\adm folder to the
H:\FTHSEv2_Backup\Server\adm backup folder.
To back up .BAT files from the %piserver%\adm folder:
1. Open the Command Prompt window.
2. Type cd /d %piserver%\adm and press Enter.
3. Type xcopy /O *.bat h:\FTHSEv2_Backup\Server\adm and
press Enter.
The files that have been copied are listed in the Command
Prompt window.
4. Repeat the steps for the other folders that you need to back up.
NOTE
36
It is recommended to use the xcopy /O command in order to retain
extended permissions to the folders being copied.
For more information, see the Microsoft Knowledgebase article
(http://support.microsoft.com/kb/323007).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Source to Target: Rename
the Source Computer
NOTE
It is recommended that you change both the name and the IP address
of the source computer so that you can transfer the original name and
IP to the target computer. If the target computer has a different IP
address than the source computer has originally had, you will need to
update all the trusts in the Historian environment that make references
to the original IP address.
Perform the following steps on the source computer:
1. Rename the source computer (with FactoryTalk Historian SE
2.1/2.2) so that you can use the original name for the target
computer (with FactoryTalk Historian SE 3.01).
2. Restart the computer.
3. Move the backup files from the source to the target computer.
4. Turn off the source computer.
Source to Target: Rename
the Target Computer
Perform the following steps on the target computer:
1. Set the name of the target computer as it originally was on the
source computer.
2. Restart the computer.
Migration Steps
In the following sections you will find detailed instructions on
migration steps.
Remove Historian 2.1/2.2
from the Computer
To prepare a single computer for the upgrade:
1. Remove the Historian server from the computer.
1. Go to Start > All Programs > Rockwell Software >
FactoryTalk Historian SE > Uninstall FactoryTalk
Historian SE. The removal wizard appears.
2. Follow the on-screen instructions to complete the process.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
37
Chapter 2 Migrating a Single Historian Server
During the removal process, make sure to click Yes, OK, and
Uninstall in the following message boxes:
2. Remove any other FactoryTalk Historian components, such as
FactoryTalk Historian ActiveView, FactoryTalk Historian
DataLink, FactoryTalk Historian ProcessBook, and
FactoryTalk Historian Management Tools.
3. Remove any applications whose names begin with OSIsoft or
PI.
4. Verify in Control Panel that all components whose names
begin with FactoryTalk Historian, OSIsoft, or PI have been
removed.
5. Restart the computer.
38
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Install FactoryTalk Services
Platform
NOTE
FactoryTalk Historian Live Data Interfaces of FactoryTalk Historian SE
3.01 are supported on FactoryTalk Services Platform SR4, SR5 and
SR5.1. If you currently have either SR4 or SR5 installed, it is your choice
whether to upgrade to SR5.1 or not. Typically, this is dependant upon
what type of the Data server you have installed on the computer and its
compatibility with FactoryTalk Services Platform. In general, it is
considered best practice to upgrade FactoryTalk Services Platform to
the latest version.
To install FactoryTalk Services Platform:
1. On the FactoryTalk Historian SE 3.01 installation DVD, click
Install FactoryTalk Historian Site Edition > Install FactoryTalk
Services Platform > Install FactoryTalk Services Platform.
2. Follow the on-screen instructions to complete the process.
NOTE
Install RSLinx Enterprise
(Optional)
You can choose to restart the computer later, after you have
installed FactoryTalk Activation Manager.
To install RSLinx Enterprise:
1. On the FactoryTalk Historian SE 3.01 installation DVD, click
Install FactoryTalk Historian Site Edition > Install RSLinx
Enterprise.
2. Follow the on-screen instructions to complete the process.
NOTE
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
You can choose to restart the computer later, after you have
installed FactoryTalk Activation Manager.
39
Chapter 2 Migrating a Single Historian Server
Source to Target: Configure
FactoryTalk Directory and
FactoryTalk Activation
Manager on the Target
Computer
Perform the following steps on the target computer:
1. If the target computer functions also as the FactoryTalk
Directory, restore the backup files from the exported data of
FactoryTalk Services Platform.
2. If the target computer does not function as the FactoryTalk
Directory, specify the location of the FactoryTalk Directory
using the Specify FactoryTalk Directory Location utility.
NOTE
For more information, refer to the FactoryTalk Historian SE
Installation and Configuration Guide, section "Specify FactoryTalk
Directory Server Location".
3. If the target computer does not function as the FactoryTalk
Activation server, run the FactoryTalk Activation Manager
and specify the FactoryTalk Activation server that stores
Historian licenses.
NOTE
For more information, refer to the FactoryTalk Activation leaflet
available with your FactoryTalk Historian SE package and the
FactoryTalk Activation Manager Help.
4. If the target computer functions also as the FactoryTalk
Activation server:
1. Get new license activations for the target computer or
rehost the existing activations using the FactoryTalk
Activation Manager.
2. Save the new activations in the location indicated by the
FactoryTalk Activation Manager.
NOTE
Execute
2_TargetFolderStruct.bat
For more information, refer to the FactoryTalk Activation leaflet
available with your FactoryTalk Historian SE package and the
FactoryTalk Activation Manager Help.
Do either of the following:
• Execute the 2_TargetFolderStuct.bat file from your local
copy of the migration scripts.
• Perform the steps described below manually.
40
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
NOTE
Perform the steps 1 and 2 of the following procedure for the migration
on a single computer only.
To create the target folder structure:
1. Rename the C:\Program Files\Rockwell
Software\FactoryTalk Historian\Server\PI folder so that
archives from the folder do not get automatically registered
after the upgrade.
2. Rename the PIPC.ini file in the C:\Windows directory.
3. Create the following paths:
• C:\Program Files\Rockwell Software\FactoryTalk
Historian\PIPC
• C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server
• C:\Program Files (x86)\Rockwell Software\FactoryTalk
Historian\PIPC
NOTE:
Install the Intermediate PI
Server FTHSE 22 x64 (PI
Server 3.4.375x64)
NOTE
For more information, refer to the Microsoft support
(http://support.microsoft.com/kb/142982/en-us) article.
During this installation, we will accept the majority of the default
settings, except when defining the paths.
To install the PI server:
1. Open the copy of the FactoryTalk Historian SE 3.01
installation DVD on your portable storage device or shared
folder.
2. Go to the Redist\Migration\PI375x64 folder, and
double-click setup.exe. The PI Server X64 Setup installation
wizard appears.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
41
Chapter 2 Migrating a Single Historian Server
3. Follow the on-screen instructions to complete the process.
• On the License Agreement page, where you are prompted
for the license file folder, navigate to the
Redist\Migration\Licenses\Intermediate folder on your
copy of the installation DVD. The system will use the
pilicense.dat file that is stored in the folder.
• On the User Information page, for the serial number, type
1.
• On the Default Interface Destination page:
• For the 64-bit path, point to
C:\Program Files\Rockwell Software\FactoryTalk
Historian\PIPC
• For the 32-bit path, point to
C:\Program Files (x86)\Rockwell Software\FactoryTalk
Historian\PIPC
• On the Destination Folder page, for the destination folder
of the PI server, type the short file path name to the
location in which the intermediate PI server.
For example: C:\Progra~1\Rockwe~1\Factor~1\Server\
NOTE
The number after the tilde may differ for each folder in the
path. See "Check the Short Name of Folders (page 43)" for
details.
4. Accept the remaining default settings and follow the
instructions on the screen to complete the installation.
42
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
NOTE
Check the Short Name of
Folders
Do not restart the server after the installation is complete.
To check the short names of folders:
1. Open the Command Prompt window.
2. Navigate to the parent folder of the folder whose short name
you want to check.
3. Type dir <FirstLettersOfFolderName>*.* /x and press Enter.
4. In the information that is displayed, check the short name of
the folder you have indicated.
5. Repeat the steps for all other folders in the location path to the
PI server.
In the example presented below, we will check the short name of the
Program Files folder.
To check the short name of the Program Files folder:
1. Open the Command Prompt window.
2. Navigate to the root level of the drive, on which you want to
install the intermediate PI server.
3. Type dir prog*.* /x and press Enter.
4. In the information that is displayed, check the short name of
the 64-bit Program Files folder.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
43
Chapter 2 Migrating a Single Historian Server
In this example, the short name for the Program Files folder is
PROGRA~2.
Execute
3_RestorePIPart.bat
Do either of the following:
• Execute the 3_RestorePIPart.bat file from your local copy of
the migration scripts.
• Perform the steps described below manually.
NOTE
Perform these steps without starting the server.
To copy and rename backed up files:
1. Copy the backup files using the xcopy /O/Y command,
overwriting the existing ones, if prompted:
Go to individual folders (Server\dat, Server\bin,
Server\adm, and Server\log) in your backup directory, and
copy all the backup files to respective folders:
• The files from Server/dat copy to C:\Program
Files\Rockwell Software\FactoryTalk Historian\Server\dat.
• The files from Server/bin copy to C:\Program
Files\Rockwell Software\FactoryTalk Historian\Server\bin.
• The files from Server/adm copy to C:\Program
Files\Rockwell Software\FactoryTalk Historian\Server\adm.
44
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
• The files from Server/log copy to C:\Program Files\Rockwell
Software\FactoryTalk Historian\Server\log.
• (Optional). If you migrate the Historian server from a
source to target computer, and on both computers you use a
location for your Historian archives that is different from
the default one:
1. Create the target folder in which you want to keep the
Historian archives on a disk, for example:
G:\HistorianArchives.
2. Copy the files from the FTHSEv2_Backup\Archives
folder to the target folder.
2. Rename the pirunonce.dif file located under C:\Program
Files\Rockwell Software\FactoryTalk Historian\Server\adm so
it will not be executed during the first start of the server.
Execute
4_StartAndConfigPIX64.bat
Do either of the following:
• Execute the 4_StartAndConfigPIX64.bat file from your
local copy of the migration scripts.
• Perform the steps described below manually.
To start and configure the intermediate PI server:
1. Start the intermediate PI server using the pisrvstart.bat
command:
1. Open the Command Prompt window.
2. Navigate to
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm.
3. Type pisrvstart and press Enter.
4. Wait until the server is started.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
45
Chapter 2 Migrating a Single Historian Server
2. Modify the tuning parameters in the PI System Management
Tools:
1. Go to Start > All Programs > PI System > PI System
Management Tools. The System Management Tools
dialog box appears.
2. Under System Management Plug-Ins, go to Operation >
Tuning Parameters.
3. Go to the Archive tab, and double-click
Archive_AutoArchiveFileRoot. The parameter dialog box
appears.
4. Under Value, update the location so that it points to:
• For archives stored in the default location:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\dat\piarch_
• For archives stored in another location than the default
one:
<ArchiveLocation>\piarch_
For example: D:\Historian_archives\piarch_
5. Go to the Snapshot tab, select
Snapshot_EventQueuePath, and set Value to the
following location:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\dat\
6. Click OK.
46
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Register the Archives
NOTE
Skip the following steps, if you have stored your Historian archives in
another location than the default one and the location of the archives
before and after the migration is the same, for example:
D:\Historian_archives.
The default locations of Historian 2.1/2.2 archives are the following:
• For 32-bit operating systems:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
• For 64-bit operating systems:
C:\Program Files(x86)\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
To register and verify the server archives:
1. Run the registration .BAT file that you have created in
"Prepare the Registration .BAT File (page 31)". The files are
registered.
2. Go to Start > All Programs > PI System > PI System
Management Tools. The System Management Tools dialog
box appears.
3. Under System Management Plug-Ins, go to Operation >
Archives.
A list of the archives registered with the registration .BAT file
is displayed.
4. Check if the list of the archives is the same as it was before the
migration.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
47
Chapter 2 Migrating a Single Historian Server
Remove Old References to
the Archives
NOTE
Skip these steps, if you have stored your Historian archives in another
location than the default one and the location of the archives before
and after the migration is the same, for example: D:\Historian_archives.
The default locations of Historian archives are the following:
• For 32-bit operating systems:
C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
• For 64-bit operating systems:
C:\Program Files(x86)\Rockwell Software\FactoryTalk
Historian\Server\PI\dat
To remove old references to the archives:
1. Open the archivelog.txt file from your backup on the portable
storage device or shared folder.
From this file, you will copy the locations of all the archives
listed there.
2. Open the Command Prompt window.
3. At the command prompt, go to Program Files\Rockwell
Software\FactoryTalk Historian\Server\adm.
4. Execute the piartool command so that it points to your old
location of the archive, following the syntax:
48
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
piartool –au “OldPathToTheArchive\ArchiveFileName.arc”
Make sure to place the path to the archive in quotation marks.
The example below presents the piartool command pointing
to the archive file located in the old archive directory, (i.e.,
C:\Program Files(x86)\Rockwell Software\FactoryTalk
Historian\Server\PI\dat).
5. Press Enter and wait until the reference to the archive is
removed from the system.
6. Repeat the steps for all the other archives listed in the
archivelog.txt file.
Stop the Intermediate
Server
To stop the server:
1. Open the Command Prompt window.
2. Navigate to C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm.
3. Type pisrvstop and press Enter.
4. Wait until the server is stopped.
Install FactoryTalk
Historian Asset Framework
Install Microsoft SQL Server and FactoryTalk Historian Asset
Framework Server.
To install Microsoft SQL Server:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Historian Asset
Framework > Install Microsoft SQL Server 2008 Express.
The installation wizard appears.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
49
Chapter 2 Migrating a Single Historian Server
3. Follow the on-screen instructions to complete the process.
To install FactoryTalk Historian Asset Framework Server:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Historian Asset
Framework > Install FactoryTalk Historian AF Server.
3. Follow the on-screen instructions to complete the process.
Install FactoryTalk
Historian Management
Tools
To install FactoryTalk Historian Management Tools:
1. If your System Management Tools application is still open,
close it before you start the installation.
2. Run the FactoryTalk Historian SE installation DVD.
3. On the welcome page of the installation wizard, click Install
FactoryTalk Historian Site Edition > Install FactoryTalk
Historian Management Tools.
4. Follow the on-screen instructions to complete the process.
5. If prompted, restart the computer.
Start the Intermediate
Server
To start the server:
1. Open the Command Prompt window.
2. Navigate to C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm.
3. Type pisrvstart and press Enter.
4. Wait until the server is started.
50
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Prepare MDB to AF
Synchronization
To prepare the MDB to AF synchronization:
1. Click Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under System Management Tools, select Operation > MDB
to AF Synchronization.
3. On the toolbar, click
Wizard appears.
. The PI MDB to AF Preparation
4. Follow the on-screen instructions to complete the process.
Stop the Intermediate
Server
To stop the server:
1. Open the Command Prompt window.
2. Navigate to C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm.
3. Type pisrvstop and press Enter.
4. Wait until the server is stopped.
Upgrade the Historian
Server to Version 3.01
To upgrade the Historian server to version 3.01:
1. Open your copy of the FactoryTalk Historian installation
DVD.
2. Go to Setup\InstallationManager\InstallationConfiguration.
3. Open the FTHistorianSE.xml file for editing.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
51
Chapter 2 Migrating a Single Historian Server
4. Set the RESTARTSRV parameter to NO so that the server is
not restarted after the installation, and default settings are not
loaded.
5. On your copy of the FactoryTalk Historian installation DVD,
click Setup.exe to install the FactoryTalk Historian SE 3.01
server:
1. Click Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Server.
2. Follow the on-screen instructions to complete the process.
IMPORTANT
52
Do not reboot computer, even if prompted, and do not start
the Historian server.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Check if the Communication During the installation of the Historian server the 5450 TCP port is
automatically open for accepting incoming connections.
to the Historian Server is
Blocked
If you have blocked the communication with the Historian server by
blocking the 5450 TCP port, make sure that the port is still blocked
on the firewall after the FactoryTalk Historian SE 3.01 is installed.
For more information, refer to the firewall documentation.
Execute
5_RestoreRAPart.bat
Do either of the following:
• Execute the 5_RestoreRAPart.bat file from your local copy of
the migration scripts.
• Perform these steps manually:
1. Restore and rename files (page 54).
2. Merge customized .BAT files (page 54).
3. Start the Historian server (page 55).
4. Update database security settings (page 55).
ATTENTION
When upgrading the secondary server in a collective, do not
execute the 5_RestoreRAPart.bat file. Instead, perform
the following steps manually:
1. Restore and rename files (page 54).
2. Merge customized .BAT files (page 54).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
53
Chapter 2 Migrating a Single Historian Server
5_BAT: Restore Files
Restore the Historian server configuration .XML files stored in the
XMLconfig folder to the C:\ProgramData\Rockwell
Automation\FactoryTalk Historian folder.
NOTE
5_BAT: Merge Customized
.BAT Files
WARNING
In certain configurations of the Windows operating system, the
ProgramData directory may be hidden from the user. In such a case,
you may need to change the Windows settings so that the folder
becomes visible and accessible to you.
The following steps should be performed by advanced users only.
During the installation of FactoryTalk Historian SE 3.01, the .BAT
files stored in the following folders have been overwritten.
• C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm\
• C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\bin\
If you customized the .BAT files for FactoryTalk Historian SE
2.1/2.2 and you want to use the customized settings from these files
in FactoryTalk Historian SE 3.01:
1. Compare the .BAT files that you have backed up from the
adm and bin folders to your backup directory (page 35) with
the current .BAT files for the version 3.01.
2. Merge the content that you want to use for the 3.01 server in
the current files.
54
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
5_BAT: Start the Historian
Server
To start the Historian server:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Start FactoryTalk Historian SE.
2. Wait until the server is started.
5_BAT: Update Database
Security Settings
To update database security settings for new objects:
1. At the command prompt, type piconfig < migration.dif, and
press Enter.
2. Wait until the security settings of new database tables are
updated.
3. Check if the new database security settings are consistent with
those migrated from the database security model of
FactoryTalk Historian SE 2.1/2.2. Adapt the settings in case
of inconsistencies.
Post-migration Steps
In the following sections you will find detailed instructions of
post-migration steps.
Complete and Verify the
MDB to AF Synchronization
To complete the MDB to AF synchronization:
1. Create a security mapping for the FTHEngineers group. In
FactoryTalk Historian SE 2.1/2.2 this group was assigned to
manage the MDB.
1. On the Active Directory, create an FTHEngineers group.
2. On the Historian server computer, go to Start > All
Programs > Rockwell Software > FactoryTalk Historian SE
> System Management Tools. The System Management
Tools dialog box appears.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
55
Chapter 2 Migrating a Single Historian Server
3. Under System Management Tools, select Security >
Mappings & Trusts.
4. On the toolbar, click
box appears.
. The Add New Mapping dialog
5. Click Browse next to Windows Account. The Select
User, Computer, or Group dialog box appears.
6. Select the FTHEngineers group that you have created on
the Active Directory computer.
7. Click OK.
8. Click Browse next to PI Identity. The Select PI Identity,
PI Group, or PI User dialog box appears.
9. Under Type, select PI Groups.
10. Under Name, select FTHEngineers, and click OK.
11. Click OK.
2. Using System Management Tools, restart the PI AF Link
Subsystem service:
1. Under System Management Tools, select Operation > PI
Services.
2. Right-click PI AF Link Subsystem, and click Stop Service.
3. Wait until the service is stopped.
4. Right-click the service again, and click Start Service.
5. Wait until the service is started.
3. Using System Management Tools, verify the MDB to AF
synchronization:
1. Under System Management Tools, select Operation >
MDB to AF Synchronization.
If the synchronization is operating correctly, a green icon
appears next to the name of the server.
56
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
Migrate Local FTLD
Interfaces (If Applicable)
NOTE
For collectives, this step is required for the primary server only.
To migrate FTLD local interfaces:
1. Copy the backed up interface .BAT file to C:\Program Files
(x86)\Rockwell Software\FactoryTalk
Historian\PIPC\Interfaces\LDInterface.
2. Run the Interface Configuration Utility and restore the local
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 Interface list, select the local FTLD interface.
3. In the error message box that appears, click OK.
4. On the toolbar, click
gets unregistered.
. The interface you have selected
5. Click
. The Open Interface Configuration File dialog
box appears.
6. Navigate to and select the .BAT file you have just copied.
7. Click Open. The interface settings are displayed in the
Interface Configuration Utility dialog box.
8. Click Service, and check the service-related settings.
Modify them, if necessary.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
57
Chapter 2 Migrating a Single Historian Server
9. Under Service Configuration, change Display name to
FTLDx, where x is your interface ID number, for example:
FTLD1.
10. Click Create to create a service for the interface.
11. In the message box that appears, click Yes or No depending
on how you want the interface service to be configured.
12. Click FTLDInt, and type /MultiCOM at the beginning of
the parameter list.
13. Click Apply.
14. On the toolbar, click
Verify that Historian
Services are Running
to start the interface service.
Use Historian Services in System Management Tools to view,
configure, start and stop Historian services for each connected
Historian server. The status of each service is updated every 30
seconds by default. You may change this refresh rate. You can also
view the status, errors, and thread details for services used by the
connected Historian server, and export a list of Historian services.
To open Historian services:
1. Click Start > Program Files > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under Collectives and Servers, select the server for which you
want to view the information.
3. Under System Management Tools, select Operation > PI
Services.
4. Verify that the following Historian services and default
interfaces are running:
• Archive Subsystem
• Backup Subsystem
58
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
• Base Subsystem
• License Manager
• Network Manager
• Ramp Soak Simulator (rmp_sk) Interface
• Random Simulator (random) Interface
• Snapshot Subsystem
• SQL Subsystem
• Update Manager
Depending on your license, you might see additional services.
Verify that the Historian
Server is Updating Data for
Default Tags
To verify that the Historian server is updating data for default
tags:
1. On the computer with the Historian server installed, 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 Historian server
whose data you want to view.
3. Under System Management Tools, select Data > Archive
Editor.
4. In the (Tag Not Specified) tab, click
dialog box appears.
. The Tag Search
5. In the Tag Mask text box, type cdt158, and click Search.
The cdt158 tag appears in the search results list.
6. Click OK.
The list of events of the selected tag is displayed in the tab in
the right pane of the System Management Tools dialog box.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
59
Chapter 2 Migrating a Single Historian Server
NOTE
Create a Transitory Security
Configuration for the
Historian Environment
For more information on the Archive Editor, click
.
Perform the following steps to ensure communication between the
upgraded Historian server and the computers that communicate
with the server.
To create a transitory security configuration:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under System Management Tools, select Security >
Mappings & Trusts.
3. Click the Trust tab, and then
Trust Wizard appears.
on the toolbar. The Add
4. Fill in the following information:
For:
Type:
Trust Name
Trust Description
Subnetwork
This is a transitory solution after the migration.
5. Click Next until the Specify Client Connection
Information page appears.
6. Fill in the following information:
For:
Do:
Network Path
IP Address
Leave this box empty.
Type the IP address of your subnetwork.
For example: If you have a subnetwork IP address
192.168.1.x, where x is a range from 1 to 255, you will type
192.168.1.0.
Type the net mask for your subnetwork. For the example
presented above, it would be 255.255.255.0.
NetMask
Click Next.
60
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
7. On the Select PI User page, click Browse next to PI Identity.
The Select PI Identity, PI Group, or PI User dialog box
appears.
8. Under Type, select PI Users.
9. Under Name, select piadmin, and click OK.
10. Click Finish to close the wizard.
The trust has been added to the trust list.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
61
Chapter 2 Migrating a Single Historian Server
Disable Virus Scanning
Rockwell Automation considers it a good practice to exclude the
following directories from anti-virus software scanning:
• On Historian server computers, exclude the Server\dat
directory and any directory where archive or event queue files
are located.
• For Interface nodes, exclude the pipc\dat and pipc\log
directories, as well as the directory where buffer queue files are
located.
By excluding these directories you avoid random signature match
incidents, potential performance impacts, and conflicts with locked
files.
NOTE
For more details, see the FT Historian SE Server Reference Guide,
available in the Redist\Docs folder on the FactoryTalk Historian SE
installation DVD and in the Common Files\Rockwell\Help folder in
your Program Files directory.
Restore the Communication In order to restore the communication of the Historian server with
remote interfaces and clients, you need to unblock the 5450 TCP
to the Historian Server
port on the firewall that runs on the computer hosting the server.
For more information, refer to the firewall documentation.
62
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
If you transfer data from Historians ME to your Historian SE and
Source to Target:
you have changed the IP address of your Historian SE server during
Reconfigure Historian ME
Data Transfer (If Applicable) the migration, you need to update the data transfer configuration of
your Historians ME so that it points to the new IP address of the
Historian SE server.
To update the Historian ME data transfer configuration:
1. Open Microsoft Internet Explorer.
2. In the address bar, type the IP address of your Historian ME
module, and then press Enter.
3. On the logon page, type your user ID and password, and then
press Enter.
4. Click Configure Historian.
5. Click Data Transfer.
6. Under Data Transfer, in the Host Server text box type the
new IP address of your Historian SE server.
7. Click Test Connection.
8. Once the connection to the Historian SE server is established,
click Save.
Changing the IP address results in stopping the data transfer.
When prompted, restart the data transfer:
1. Under Data Transfer Parameters, click Start.
When the data transfer is restarted, its status changes to
Running.
9. Repeat the steps for all other Historians ME that you use.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
63
Chapter 2 Migrating a Single Historian Server
Migrate FactoryTalk
Services Platform Users to
the Integrated Windows
Authentication
ATTENTION
Before performing the following procedure, verify if your Historian
computer supports the integrated Windows authentication.
To check the Windows authentication support on your Historian
computer, see "Verify if the FactoryTalk Historian Computer Supports
Windows Authentication (page 68)".
If it does not support it, you will need to create an explicit trust for this
Historian computer.
To learn how to create an explicit trust, see "Create a Trust for a
Historian Computer without Windows Authentication Support (page
69)".
Perform the following steps to migrate FactoryTalk Services
Platform users to the integrated Windows authentication.
The steps use the FTHAdministrators group as the example. Make
sure to repeat the steps for all other FTH groups, (i.e.,
FTHEngineers, FTHOperators, and FTHSupervisors).
Map this group:
To these PI users:
FTHAdministrators
FTHEngineers
FTHSupervisors
FTHOperators
piadmin
FTHEngineer
FTHSupervisor
FTHOperator
To migrate PI users to the integrated Windows authentication:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Administration Console. The FactoryTalk Administration
Console dialog box appears.
64
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
2. In the Explorer tree, go to Systems > Users and Groups >
User Groups.
3. Double-click FTHAdministrators. The properties dialog box
appears.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
65
Chapter 2 Migrating a Single Historian Server
4. On the Active Directory computer, create the
FTHAdministrators group. The example below presents the
group created with the Administrative Tools > Computer
Management tool.
5. On the Active Directory, create users with the same names and
passwords as those that are assigned to the
FTHAdministrators group in the FactoryTalk Services
Platform.
6. Assign the users to the FTHAdministrators group you have
created on the Active Directory computer.
66
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
The example below presents the FTHAdministrators group
and the users assigned to the group on the Active Directory
computer.
7. On the FactoryTalk Historian SE server computer, go to Start
> All Programs > Rockwell Software > FactoryTalk Historian
SE > System Management Tools. The System Management
Tools dialog box appears.
8. Under System Management Tools, select Security >
Mappings & Trusts.
9. On the toolbar, click
appears.
. The Add New Mapping dialog box
10. Click Browse next to Windows Account. The Select User,
Computer, or Group dialog box appears.
11. Select the FTHAdministrators group that you have created
on the Active Directory computer.
12. Click OK.
13. Click Browse next to PI Identity. The Select PI Identity, PI
Group, or PI User dialog box appears.
14. Under Type, select PI Users.
15. Under Name, select piadmin, and click OK.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
67
Chapter 2 Migrating a Single Historian Server
16. Click OK to close the wizard.
The mapping has been added to the mapping list.
17. Repeat the steps for the rest of the FTH groups assigning them
to the appropriate PI users, as specified at the beginning of the
procedure.
18. Disable the transitory security trust for Historian computers
(page 60):
1. Under System Management Tools, select Security >
Mappings & Trusts.
2. In the Trusts tab, double-click the subnetwork trust you
have created.
3. In the trust properties dialog box of the subnetwork trust,
check Trust is disabled.
4. Click OK.
Verify if the Historian
Computer Supports
Windows Authentication
To check if your Historian computer supports the integrated
Windows authentication:
1. Open AboutPI-SDK.
2. From the menu bar, click File > Connections. The
Connection Manager dialog box appears.
68
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
3. From the menu bar, click Tools > Options. The Connection
Options dialog box appears.
4. Under Specify Authentication Procedure, make sure that
the Windows Security item is listed as a protocol order.
Create a Trust for a
Historian Computer
without Windows
Authentication Support
To create an explicit trust for a Historian computer:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under System Management Tools, select Security >
Mappings & Trusts.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
69
Chapter 2 Migrating a Single Historian Server
3. Click the Trust tab, and then
Trust Wizard appears.
on the toolbar. The Add
4. Complete the following:
For:
Type:
Trust Name
A name for the trust, for example: FactoryTalk Historian
Client Trust.
A description of the trust (optional).
Trust Description
5. Click Next until the Specify Client Connection
Information page appears.
6. Complete the following:
For:
Do:
Network Path
IP Address
Leave this box empty.
Type the IP address of the Historian computer, for example
192.168.1.123.
Type the net mask for your subnetwork. For the example
presented above, it would be 255.255.255.255.
NetMask
Click Next.
7. On the Select PI User page, click Browse next to PI Identity.
The Select PI Identity, PI Group, or PI User dialog box
appears.
8. Under Type, select PI Users.
9. Under Name, select piadmin, and click OK.
10. Click Finish to close the wizard.
70
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Single Historian Server Chapter 2
The trust has been added to the trust list.
Execute
6_EnvVarsCleaning.bat
Execute the 6_EnvVarsCleaning.bat file from your local copy of
the migration scripts.
The script removes from your operating system the environment
variables that have been set by the 0_Locations.bat file for the
purposes of the migration.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
71
Chapter 2 Migrating a Single Historian Server
Create a Backup of Your
Migrated Historian
To create a backup of your migrated Historian system:
1. Open the Command Prompt window.
2. Navigate to C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\adm.
3. Run the pibackup command with the following syntax:
pibackup <CompletePathToTheBackupFolder>
<NumberOfArchivesToBackUp>
For example: pibackup c:\backup 3.
Press Enter.
4. Wait until the backup is complete.
72
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Chapter 3
Migrating a Collective of Historian
Servers
This instruction is based on the following assumptions:
• The collective consists of two FactoryTalk Historian SE
2.1/2.2 servers.
• The machines constituting a collective should be in the same
domain.
• The FactoryTalk Activation Manager must be installed on
every migrated server and it should search for FactoryTalk
Directory machine for licenses. As a result, the licenses are
visible on both nodes of the collective.
• The migration is performed in the following order so that the
work of the collective is undisturbed:
1. The primary server in the collective is isolated and
migrated. In the meantime, the secondary server is
collecting data and communicating with clients and
interfaces.
2. The network communication is restored on the primary
server. The primary server starts collecting data and
receiving data from the buffering. The collective members
are not able to communicate with one another in such a
configuration.
3. The secondary server in the collective is isolated and
migrated. In the meantime, the primary server is collecting
data and communicating with clients and interfaces.
4. The secondary server is reinitialized.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
73
Chapter 3 Migrating a Collective of Historian Servers
NOTE
Checklist: Migration of a
Historian Server Collective
To perform this procedure, administrative rights are required.
Perform the following migration steps:
1. Block the primary server from incoming process data (page
74).
2. Migrate the primary server (page 75).
3. Restore the communication between the primary server and
the network (page 75).
4. Block the secondary server from incoming process data (page
74).
5. Migrate the secondary server (page 75).
6. Restore the communication between the secondary server and
the network (page 75).
7. Reinitialize the secondary server (page 76).
8. Verify communication between collective members (page 78).
9. Verify the replication of configuration changes in the primary
server (page 80).
Before upgrading the Historian server, you need to isolate it from all
Block the Historian Server
from Incoming Process Data incoming process data, from client applications such as FactoryTalk
Historian ProcessBook, and from other members of the collective.
During the migration, users and applications fail over to the other
member of the collective.
NOTE
74
The isolation methods have no effect on the communication between
the Historian server and the Asset Framework server. The
communication between those two is required by the Historian MDB
to AF Preparation wizard.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Collective of Historian Servers Chapter 3
To isolate the Historian server, use either of the following:
• A Windows Firewall or another commercial firewall to block
port 5450.
Refer to the firewall documentation for details.
• The Firewall tool in the System Management Tools (SMT) to
set up a Historian firewall.
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 server for which
you want to set up a firewall.
3. Under System Management Tools, go to Security >
Firewall.
4. Configure a firewall for the selected server.
NOTE
Refer to the System Management Tools User Guide for more
on the toolbar in the System
information. Click
Management Tools to open the guide.
Migrate Historian Servers to Follow the steps described in "Upgrade the Historian Server to
Version 3.01 (page 51)" to migrate the primary and secondary
Version 3.01
Historian servers to version 3.01.
Restore the Communication To restore the communication to the Historian server use either
of the following:
Between the Historian
Server and the Network
• A Windows Firewall or another commercial firewall to
unblock port 5450.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
75
Chapter 3 Migrating a Collective of Historian Servers
Refer to the firewall documentation for details.
• The Firewall tool in the System Management Tools (SMT) to
disable the Historian firewall.
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 server for which
you want to set up a firewall.
3. Under System Management Tools, go to Security >
Firewall.
4. Disable the firewall for the selected server.
NOTE
Reinitialize the Secondary
Historian Server
Refer to the System Management Tools User Guide for more
on the toolbar in the System
information. Click
Management Tools to open the guide.
To reinitialize the secondary Historian server:
1. Make sure that the secondary Historian server is isolated from
the primary server in the collective.
See "Isolate the Historian Server from Incoming Process Data
(page 74)" for more information.
2. Log on to a computer that has access to all members of the
collective.
3. Click Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Collective Manager. The Collective Manager
dialog box appears.
4. Click the icon of the secondary server to select it.
76
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Collective of Historian Servers Chapter 3
Under Connection Status, the values of CommStatus and
SyncStatus indicate that communication with the secondary
server has been disrupted. For example:
5. From the menu bar, click Edit > Reinitialize Secondary
Server.
6. When prompted to select archives to copy to the secondary
server, select the primary archive and any archives that have
been added or changed since the primary Historian server was
upgraded.
NOTE
By default, Collective Manager selects all existing archives to be
copied. It is not necessary to copy all archives when reinitializing,
but only those that have changed since the primary Historian server
was upgraded.
7. Click Next.
8. Follow the on-screen instructions to complete the process.
9. Click Finish.
In the Connection Status group, the values of CommStatus
and SyncStatus change to show that the secondary server is
successfully communicating with the primary server.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
77
Chapter 3 Migrating a Collective of Historian Servers
For example:
Verify Communication
Between Server Collective
Members (Migration Guide)
Use the Collective Manager to verify that the members of your
collective are communicating.
To check communication of the members of a collective:
1. Click Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > FactoryTalk Historian SE System > Collective
Manager. The Collective Manager dialog box appears.
If the collective does not appear under Collectives, you must
enable communication between the Collective Manager and
the collective:
1. Select File > Connections. The Connection Manager
dialog box appears.
2. Click the check box next to the name of the collective to
select it.
If the collective is not listed in the Connection Manager,
add it:
1. Select Server > Add Server.
78
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Collective of Historian Servers Chapter 3
2. In Network Node, type the fully qualified domain name
(FQDN) for the primary server in the collective.
3. Click OK.
3. Select the collective.
4. Click Save to close the Connection Manager.
2. Under Collectives, select your collective.
The right pane of the dialog box displays the current status of
the connection between the members of the selected collective.
The Collective Manager shows a diagram of collective
members. An icon represents each server in the collective. A
green check mark on the icon indicates that the server is
communicating correctly. A red X indicates that the server is
not communicating correctly.
If a server icon is not communicating correctly, you can:
• Wait a few moments. Occasionally, the status of the
secondary server will get updated at the next attempt to
synchronize.
• Try to reinitialize the server. To do so, right-click the server
icon and select Reinitialize Server.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
79
Chapter 3 Migrating a Collective of Historian Servers
Verify Replication of
Configuration Changes in
the Primary Server
To verify that a Historian server collective replicates primary server
configuration changes to all secondary servers, you can edit a point
on the primary server and verify the change on the secondary server
in the collective.
To verify configuration replication in a Historian server
collective:
1. Click Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > System Management Tools. The System
Management Tools dialog box appears.
2. Under Collectives and Servers, select all the servers that are
members in the collective.
3. Under System Management Tools, select Points > Point
Builder.
4. Add a point found in all the servers to the list of points:
1. On the toolbar, click
appears.
. The Tag Search dialog box
2. In Tag Mask, type sinusoid.
3. Click Search to find all instances of this built-in point on
the selected servers.
4. Click Select All to choose all instances.
5. Click OK to add these points to the list of points in the
Point Builder.
5. Edit the point on the primary server:
1. Select the point on the primary server.
The Point Builder shows the configuration of the selected
point in the tabs at the bottom of the System Management
Tools dialog box.
80
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Migrating a Collective of Historian Servers Chapter 3
2. In the General tab, change the text in the Descriptor text
box. For example, change 12 Hour Sine Wave to 12-hour
sine wave.
3. Click
.
The Point Builder shows the updated Descriptor text for
this point on the primary server.
6. Click
.
If the replication is working properly, the modified
Descriptor text appears for the sinusoid point on all the
servers in the collective.
If the replication fails, refer to the FT Historian High
Availability Administrator Guide, section "Historian
Collective Health".
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
81
Chapter 3 Migrating a Collective of Historian Servers
82
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Chapter 4
Upgrading FactoryTalk Historian Live
Data Interface
The migration and upgrade to FactoryTalk Historian SE 3.01
requires that you upgrade your FactoryTalk Historian Live Data
Interface.
The migration may be performed:
• For a single Live Data interface with buffering (page 83).
• For Live Data redundant interfaces with buffering (page 83).
Checklist: Migration of a
Single Live Data Interface
Perform the following migration steps:
1. Remove the Live Data interface. (page 84)
2. Upgrade FactoryTalk Services Platform (page 84).
3. Install the new Live Data interface (page 85).
4. Verify the buffering configuration (page 88).
5. Create and run the Live Data interface service (page 89).
Checklist: Migration of Live
Data Redundant Interfaces
On the computer with the primary interface installed:
1. Remove the Live Data interface. (page 84)
2. Upgrade FactoryTalk Services Platform (page 84).
3. Install the new Live Data interface (page 85).
4. Verify the Phase 2 failover configuration (page 87).
5. Verify the buffering configuration (page 88).
6. Create and run the Live Data interface service (page 89).
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
83
Chapter 4 Upgrading FactoryTalk Historian Live Data Interface
On the computer with the secondary interface installed:
1. Repeat the same steps like for the primary interface.
Remove the Live Data
Interface
To remove the Live Data interface:
1. On the computer with the Live Data interface installed, go to
Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Uninstall FactoryTalk Historian SE.
2. In the message box that appears, click Yes to confirm that you
want to remove the product. The installation wizard appears.
3. On the Welcome page, click Next.
4. On the Program Maintenance page, click Next.
5. On the Remove the Program page, click Remove.
6. In the message box that appears, click OK to continue with the
removal process.
The Uninstalling page presents the status of the removal
process.
7. On the InstallShield Wizard Completed page, click Finish.
Upgrade FactoryTalk
Services Platform
To upgrade FactoryTalk Services Platform:
1. On the FactoryTalk Historian SE 3.01 installation DVD, click
Install FactoryTalk Historian Site Edition > Install FactoryTalk
Services Platform > Install FactoryTalk Services Platform.
2. Follow the on-screen instructions to complete the process.
NOTE
84
During the installation, the previous version of the component is
removed from the computer and the new version is installed.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Upgrading FactoryTalk Historian Live Data Interface
Install FactoryTalk
Historian Live Data
Interface
Chapter 4
To install the FactoryTalk Historian Live Data Interface:
1. Run the FactoryTalk Historian SE installation DVD.
2. On the welcome page of the installation wizard, click Install
FactoryTalk Historian SE > Install FactoryTalk Historian Live
Data 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.
5. Click Next.
6. 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.
7. 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.
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 enabled.
Click Next.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
85
Chapter 4 Upgrading FactoryTalk Historian Live Data Interface
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.
8. Click Install to start 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.
During the installation process, the Release Notes appear. Close
the dialog box to proceed with the installation.
If the FactoryTalk Activation Manager has not been installed
yet, the wizard for installing USB dongles software appears.
The FactoryTalk Activation Manager installation wizard
appears with a list of prerequisite packages.
Click Continue.
10. In the message box that appears:
• Click Yes, if you want to install the software for Rockwell
Automation USB dongles.
The drivers are used to support mobile activations which
are locked in a hardware dongle.
Follow the on-screen instruction to install the software.
• Click No, if you want to skip this step.
The installation wizard appears.
11. Follow the instructions displayed on the screen to complete
the installation.
12. In the FactoryTalk Directory Server Location Utility dialog
box, verify that it points to the correct computer that hosts the
FactoryTalk Directory server.
86
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Upgrading FactoryTalk Historian Live Data Interface
Chapter 4
13. On the Installation Wizard Completed page, click Show the
installation log, 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.
14. Click Finish to exit the installation wizard.
15. If prompted, restart the computer.
Verify the Phase 2 Failover
Configuration
To verify the phase 2 failover configuration:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Interface Configuration Utility. The Interface
Configuration Utility dialog box appears.
2. From the Interface list, select the interface that you have
upgraded.
3. On the left pane, click Failover.
4. Under UniInt Failover, verify that the following settings are
correct:
• The phase 2 is selected.
• The failover IDs point to the correct interface machines.
• The UFO Type is set to HOT.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
87
Chapter 4 Upgrading FactoryTalk Historian Live Data Interface
• The synchronization file path is set correctly.
NOTE
Verify the Buffering
Configuration
For more information on configuring phase 2 failover, see the
FactoryTalk Historian SE Installation and Configuration Guide,
chapter "Configuring Live Data Interface Redundancy".
To verify the buffering configuration:
1. Go to Start > All Programs > Rockwell Software > FactoryTalk
Historian SE > Interface Configuration Utility. The Interface
Configuration Utility dialog box appears.
2. From the Interface list, select the interface that you have
upgraded.
3. On the left pane, click Service.
88
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Upgrading FactoryTalk Historian Live Data Interface
Chapter 4
4. Under Service Configuration, make sure that PIBufss is
listed as one of the dependencies.
Create and Run the Live
Data Interface Service
To create and run the Live Data interface service:
1. In the Interface Configuration Utility, select the interface you
have upgraded.
2. On the left pane, click FTLDInt.
3. Under Additional parameters, type /MultiCOM.
4. On the left pane, click Service.
5. Under Service Configuration, perform the following actions:
• For a single Live Data Interface:
In this text box:
Do the following:
Display name
Change to FTLD1.
• For Live Data interfaces in a failover mode:
In this text box:
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Do the following:
89
Chapter 4 Upgrading FactoryTalk Historian Live Data Interface
In this text box:
Do the following:
Display name
Log on as
Change to FTLD1.
Type the name of the user that has access to the .DAT
file (page 87) specified in the synchronization file path.
Type the password for the user.
Retype the password.
Password
Confirm password
6. Click Create, and then Apply.
The interface service is created and the status at the bottom of
the dialog box changes to Ready.
7. From the toolbar, click
to start the interface.
8. In the message box that appears, click Yes to start the PIBufss
service.
9. The interface service is started and the status at the bottom of
the dialog box changes to Running.
NOTE
90
To verify if the interface is functioning properly, refer to the
FactoryTalk Historian SE Installation and Configuration Guide,
chapter "Configuring Live Data Interface Redundancy".
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Chapter 5
Upgrading Engineering Workstations
NOTE
FactoryTalk Historian Management Tools of FactoryTalk Historian SE 3.01
are supported on FactoryTalk Services Platform SR4, SR5 and SR5.1. If
you currently have either SR4 or SR5 installed, it is your choice whether
to upgrade to SR5.1 or not. In general, it is considered best practice to
upgrade FactoryTalk Services Platform to the latest version.
The migration and upgrade to FactoryTalk Historian SE 3.01
requires that you upgrade your engineering workstations on which
you have FactoryTalk Historian Management Tools installed.
Upgrade Steps
To upgrade engineering workstations:
1. Remove FactoryTalk Historian Management Tools 2.2/2.1.
1. Go to Start > All Programs > Rockwell Software >
FactoryTalk Historian SE Uninstall FactoryTalk Historian
SE Management. The installation wizard appears.
2. Follow the on-screen instructions to complete the process.
2. (Optional) Upgrade FactoryTalk Services Platform.
1. On the FactoryTalk Historian SE 3.01 installation DVD,
click Install FactoryTalk Historian Site Edition > Install
FactoryTalk Services Platform > Install FactoryTalk Services
Platform.
2. Follow the on-screen instructions to complete the process.
3. Install FactoryTalk Historian Management Tools 3.01.
1. On the FactoryTalk Historian SE 3.01 installation DVD,
click Install FactoryTalk Historian Site Edition > Install
FactoryTalk Historian Management Tools.
2. Follow the on-screen instructions to complete the process.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
91
Chapter 5 Upgrading Engineering Workstations
3. If prompted, restart the computer.
92
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Index
1
1_BAT
Back up the Historian 2.1/2.2 Server 35
Create the Archive Log File 34
Create the Directory Structure for the Backup 33
Disable the PI Network Manager Service 35
Stop the FTLDIntAgent Service 35
Stop the Historian Server 34
5
5_BAT
Merge Customized .BAT Files 54
Restore Files 54
Start the Historian Server 55
Update Database Security Settings 55
A
Advanced Server Components 8
B
Block the Communication with the Historian
Server 28
Block the Historian Server from Incoming
Process Data 74
C
Check if the Communication to the Historian
Server is Blocked 53
Check the Short Name of Folders 43
Checklist
Migration from a Source to Target Computer 23
Migration of a Historian Server Collective 74
Migration of a Single Live Data Interface 83
Migration of Live Data Redundant Interfaces 83
Migration on a Single Computer 21
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Complete and Verify the MDB to AF
Synchronization 55
Configure Buffering for Interfaces 14
Confirm the Event Queue is Empty 28
Copy Migration Scripts to the Computer 28
Create a Backup of Your Historian 13
Create a Backup of Your Migrated Historian 72
Create a Transitory Security Configuration for
the Historian Environment 60
Create a Trust for a Historian Computer
without Windows Authentication Support 69
Create and Run the Live Data Interface Service
89
D
Disable Virus Scanning 62
Documentation Feedback 96
E
Edit and Execute the 0_Locations.bat File 29
Execute 1_PreMigrationBackup.bat 32
Execute 2_TargetFolderStruct.bat 40
Execute 3_RestorePIPart.bat 44
Execute 4_StartAndConfigPIX64.bat 45
Execute 5_RestoreRAPart.bat 53
Execute 6_EnvVarsCleaning.bat 71
I
Install FactoryTalk Historian Asset Framework
49
Install FactoryTalk Historian Live Data
Interface 85
Install FactoryTalk Historian Management
Tools 50
Install FactoryTalk Services Platform 39
Install RSLinx Enterprise (Optional) 39
93
Index
Install the Intermediate PI Server FTHSE 22
x64 (PI Server 3.4.375x64) 41
Installation Assistance 96
M
Migrate FactoryTalk Services Platform Users to
the Integrated Windows Authentication 64
Migrate Historian Servers to Version 3.01 75
Migrate Local FTLD Interfaces (If Applicable) 57
Migrating a Collective of Historian Servers 73
Migrating a Single Historian Server 21
Migration Assumptions 17
Migration Prerequisites 10
Migration Scripts 18
Migration Steps 37
Single Historian Server 26
Migration Use Cases 9
Minimizing Data Loss during Migration 14
N
New Features in FactoryTalk Historian SE 3.01
8
New Product Satisfaction Return 96
O
Overview 7
P
Post-migration Steps 55
Pre-migration Steps 26
Prepare MDB to AF Synchronization 51
Prepare the Registration .BAT File 31
R
Register the Archives 47
94
Reinitialize the Secondary Historian Server 76
Remove Historian 2.1/2.2 from the Computer
37
Remove Old References to the Archives 48
Remove the Live Data Interface 84
Restore the Communication Between the
Historian Server and the Network 75
Restore the Communication to the Historian
Server 62
Rockwell Automation Support 96
S
Shift the Historian Archives 30
Source to Target
Back up FactoryTalk Directory and FactoryTalk
Diagnostics Viewer 26
Configure FactoryTalk Directory and FactoryTalk
Activation Manager on the Target Computer 40
Reconfigure Historian ME Data Transfer (If
Applicable) 63
Rename the Source Computer 37
Rename the Target Computer 37
Start the Intermediate Server 50
Stop Local Interfaces 26
Stop the Intermediate Server 49, 51
U
Upgrade FactoryTalk Services Platform 84
Upgrade Steps 91
Upgrade the Historian Server to Version 3.01
51
Upgrading Engineering Workstations 91
Upgrading FactoryTalk Historian Live Data
Interface 83
V
Verify Communication Between Server
Collective Members (Migration Guide) 78
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Index
Verify if the Historian Computer Supports
Windows Authentication 68
Verify Replication of Configuration Changes in
the Primary Server 80
Verify That All Historian Interfaces are
Functioning Properly 12
Verify that Historian Services are Running 58
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Verify that the Historian Server is Updating
Data for Default Tags 59
Verify That There Are No Stale and Bad Points
in Your Historian 12
Verify the Buffering Configuration 88
Verify the Phase 2 Failover Configuration 87
95
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
Outside United States or
Canada
1.440.646.3434
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
Outside 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.
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/.
Rockwell Automation Publication HSE-RM001A-EN-E–December 2012
Copyright © 2012 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.