Proficy* Historian - GE Intelligent Platforms: Support Home

Proficy* Historian - GE Intelligent Platforms: Support Home

Getting Started with Historian

The Default Backup Path, found on the Archive screen, must be a shared directory that is accessible to both the Historian Data Archiver and the remote SQL Server. It is recommended that this shared directory be placed on the same computer as the Historian Data Archiver service.

Installing Historian Software

Proficy Historian provides a single install program on a DVD with options that install each system component.

Before running the installation program, define the desired system architecture and determine which components you want to install on each node.

You can now install Proficy Historian 5. Server on both 32-bit (x86) systems and 64-bit (x64) systems.

Historian 5.5 installer automatically detects and installs a 32-bit or 64-bit Historian 5.5 Server based on system architecture. All the other Historian 5.5 components such as Collectors, Excel Add-in 32-bit, SQL Linked

Server 32-bit, APIs, and Non-Web Administrator work as a 32-bit application on 64-bit Windows operating systems using WoW64 mode (Windows-on-Windows 64-bit). However, you can read and write data from a 64bit Historian Server.

Installing Proficy Historian 64-bit server not only takes a full advantage of all the memory in your 64-bit

Windows operating system but also boosts overall Proficy Historian performance, security, and admin responsiveness.

NOTE: To install a data collector, you must first install the source software. If you have added new source software since installing Historian, you must re-run the Historian install. Keep currently installed components checked when reinstalling Historian. Some components may be restarted when installing new data collectors.

If you are installing all system components on a single computer, run the single step installer (Historian

Installer) on that computer only. If you plan to use multiple computers as server, data collector, administrator, and other clients, run the respective installer (Historian Server, Historian Collectors, or Historian Client tools) on each computer to install the specific components needed for that computer.

If you are installing system components on a machine with any previous Historian components installed, the

Install program automatically detects the already installed components and displays those items as checked in the components screen. Select the new components in addition to the already installed components, and continue through the upgrade.

Installing the Historian Server

You can now install Proficy Historian 5.5 Server on both 32-bit (x86) systems and 64-bit (x64) systems.

Historian 5.5 installer automatically detects and installs a 32-bit or 64-bit Historian 5.5 Server based on system

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architecture.

NOTE: If you intend to run all components (Historian Server, Collectors, and Client tools) on a single computer, click Historian Installer on the splash screen and proceed with the installation wizard.

NOTE: If you choose to install the Alarm and Event Archiver then you must restart your computer to complete the SQL Server Express 2008 and Plant Database installations.

To install the Historian Server:

1. Login to Windows with Administrator privileges. Ensure that there are no Proficy Historian or GE

Intelligent Platforms' processes running, and close any other programs that are running.

2. At the computer you select as the server, insert the Historian DVD. The Historian splash screen appears.

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning; click Run to proceed.

IMPORTANT:

When you are installing Proficy Historian on Windows Vista, Windows 7, Windows Server

2003, Windows Server 2008 or Windows Server 2008 R2, you must run the installer as an administrator. To run the installer as an administrator, right-click the InstallFrontEnd.exe and click "Run-as administrator".

3. Click the "Historian Installer" link. A message box appears asking you to confirm the install.

4. Click Run to proceed. The install program starts and the Welcome screen appears.

5. Click Next to proceed. The License Agreement screen appears.

6. Click Yes to continue. The Select Features screen appears.

7. Select the components that you want to install, and then click Next. The Windows Firewall screen appears.

8. Select Yes, and then click Next. The Historian Server Security screen appears.

9. Select the user account that will be granted administrative access to Historian. The following options are available:

All Users - All local and domain account users will have full access to the Historian server.

To control access, security groups may be configured post install, if required. By default, the

All Users option is selected.

Specific User - Local or domain account user defined during installation will have full access to the Historian server as the selected user will be added to the iHSecurity Admins security

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Getting Started with Historian

group. Other users can be granted restricted or administrator access post install. a. To provide access to a specific user, enter the user name. Alternatively, click the

Browse button. The Select User dialog box appears.

NOTES: While entering a user name:

The user name can be a local or domain account name.

Ensure that only the user name is entered without adding the name of the

computer or domain as a prefix.

b. Enter the user name in the Enter the object name to select field and click Next. o

If you do not provide a valid user name, an error message appears indicating that it is not a valid user name.

10. Click Next. The Historian Collectors Configuration screen appears.

11. In the User Name and Password fields, enter the user name and password under which you want to run the collector services and then click Next.

• If you do not provide a user name and password, collector services will run under the local system account.

12. If you choose to install the Alarm and Event Archiver then you must specify the SQL Server details, and then click Next. The Choose the Program Folder screen appears. Refer to the Historian Alarm and

Event SQL Configuration for more information on how to proceed.

13. Accept the default destination folder or browse for a new location, and then click Next. The Choose the Data (Archives) and Configuration folder screen appears.

NOTES: On a 64-bit Windows Operating System:

The default destination folder for a 64-bit Historian Server is C:\Program

Files\Proficy\Proficy Historian\x64\Server directory.

The default destination folder for all 32-bit components (such as collectors, client tools, and

APIs) is C:\Program Files\Proficy\Proficy Historian\x86 directory.

14. Accept the default Historian Archives folder or browse for a new location, and then click Next. The

Configuration Review screen appears.

NOTE: Historian creates Log files and Buffer files folder inside Data (Archives) and Configuration folder (by default, C:\Proficy Historian Data).

15. Accept the default Historian Archives folder or browse for a new location and, then click Next. The

Configuration Review screen appears.

16. Click Next.

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17. Select 'Yes, I want to restart my computer now", and then click Finish to complete the installation.

Log Files Created After You Start Historian for the First Time

When you start collection, the Historian Server creates an archive. It places archive files in the Archives folder specified during installation. By default, this is C:\Proficy Historian Data\Archives on both 32-bit and 64-bit

Windows operating system. All files with the .IHA extension are Archive data files. The file with the .IHC extension contains configuration information.

The archiver and collectors place log files in the Logfiles folder. By default, this is C:\Proficy Historian

Data\LogFiles on both 32-bit and 64-bit Windows operating system. The Archiver produces two log files, a

DATAARCHIVER-XX.LOG file and a DATAARCHIVER.SHW file. Each collector also produces two log files.

For example, the Simulation Collector produces these files: SimulationCollector-01.log and

SimulationCollector.shw.

You can view log files using Notepad or any other text editor. The .LOG file shows events, warnings, and errors produced by the Archiver during operation; the .SHW file shows current configuration information that applies to the Historian Server.

Installing Historian Non-Web Administrator

You can install an Historian Non-Web Administrator on any node that connects to the Server through an

Historian API.

To install an Historian Non-Web Administrator:

1. Insert the Historian DVD. The Historian splash screen appears.

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning; click Run to proceed.

2. Click the "Historian Installer" link. A message box appears asking you to confirm the install.

3. Click Run to proceed. The install program starts and the Welcome screen appears.

4. When the Install Wizard appears, select the Historian Administrator option in addition to any previously installed Historian components, and then click Next.

The program installs the Historian Non-Web Administrator and any other components associated with it, including the API. If you prefer, you can install the Historian Administrator at the same time you install other options, by selecting all desired options at once.

NOTE: If you intend to run all components (Historian Server, Collectors, and Client tools) on a single computer, choose Historian Installer on the splash screen and proceed with the installation wizard.

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Getting Started with Historian

Starting the Historian Non-Web Administrator

To start the Historian Non-Web Administrator:

1. From the Start button in the bottom toolbar, select Program Files and then Proficy Historian 5.5.

2. Select Historian Administrator to open the application.

As an alternative, you can create a shortcut and start Historian from a desktop icon.

3. Optionally, click on the Main link. The login dialog box appears.

4. Optionally, select the server from the drop-down menu, enter your username, password, and domain, if any, and then click OK.

The Historian System Statistics screen appears. You can now proceed with all Historian Administrator functions.

NOTE: If you leave the UserName, Password, and Domain fields blank and click OK, then the login information of the currently logged in Windows user is used.

Installing Historian Data Collectors

All collectors, except the iFIX and Machine Edition* View collectors can run as Windows services. If so configured, they will also continue to run after you log out, and can be configured to start when you start your computer. The iFIX Collector, on the other hand, starts when iFIX or FIX starts, and runs after logout if iFIX or

FIX is so configured.

You can install only one Server-to-Server Collector and one Calculation Collector per computer.

NOTE: Historian data collectors must be installed after the source software has been installed. For example, the iFIX SCADA software must be installed before the iFIX collector. Wherever possible, data collectors should be installed on the same machine as the data source, to take maximum advantage of collector buffering.

Steps to Install Data Collectors

NOTE: If you intend to run all components (Historian Server, Collectors, and Client tools) on a single computer, click Historian Installer on the splash screen and proceed with the installation wizard.

To install Historian Data Collectors :

1. Insert the Historian DVD. The Historian splash screen appears.

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Proficy Historian Getting Started Guide

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning; click Run to proceed.

2. Click the "Historian Collectors" link. A message box appears asking you to confirm the install.

3. Click Run to proceed. The install program starts and the Welcome screen appears.

4. Select the appropriate type of Data Collector in addition to any previously installed Historian components, and then click Next. The Choose the Program Folder screen appears.

5. Accept the default destination folder or browse for a new location, and then click Next. The Historian

Server Name screen appears.

NOTE: On a 64-bit Windows Operating System, the default destination folder for all 32-bit components (such as collectors and APIs) is C:\Program Files\Proficy\Proficy Historian\x86 directory. Similarly, for all 64-bit components (such as Excel Add-in 64-bit and SQL Server 64-bit), it is installed in C:\Program Files\Proficy\Proficy Historian\x64 directory.

6. Enter the Historian Server name to be used, and then click Next. The Configuration Review screen appears.

NOTE: Historian now creates Log files and Buffer files folder inside Data (Archives) and

Configuration folder (by default, C:\Proficy Historian Data).

7. Click Next.

8. Select 'Yes, I want to restart my computer now", and then click Finish to complete the installation.

NOTE: The collector will not appear in the Historian Administrator until after the collector has been started.

Installing the Historian Excel Add-In

You can install the Excel Add-In on any client or server on which the API has been installed.

NOTE: If you intend to run all components (Historian Server, Collectors, and Client tools) on a single computer, click Historian Installer on the splash screen and proceed with the installation wizard.

To install the Excel Add-In:

1. Verify that Microsoft Excel is installed on your computer.

2. Insert the Historian DVD. The Historian splash screen appears.

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning; click Run to proceed.

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Getting Started with Historian

3. Click the "Historian Excel Add-in" link. A message box appears asking you to confirm the install.

4. Click Run to proceed. The install program starts and the Welcome screen appears.

5. Click Next to proceed. The License Agreement screen appears.

6. Click Yes to continue. The Select Features screen appears

7. Select the component that you want to install, and then click Next. The Choose the Program Folder screen appears.

8. Accept the default destination folder or browse for a new location, and then click Next. The Historian

Server Name screen appears.

NOTE: On a 64-bit Windows Operating System, the default destination folder for all 32-bit components (such as collectors and APIs) is C:\Program Files\Proficy\Proficy Historian\x86 directory. Similarly, for all 64-bit components (such as Excel Add-in 64-bit and SQL Server 64-bit), it is installed in C:\Program Files\Proficy\Proficy Historian\x64 directory.

9. Enter the Historian Server name to be used, and then click Next. The Configuration Review screen appears.

10. Click Next.

11. Select 'Yes, I want to restart my computer now", and click Finish.

If you prefer, you can install the Excel Add-In at the same time you install a data collector or server. The Add-

In must be enabled in Excel before you can use it. To enable the Excel Add-In, refer to Installing the Excel

Add-In with Historian in the Using the Historian Excel Add-In manual.

Installing the Historian Client Tools

NOTE: If you intend to run all components (Historian Server, Collectors, and Client tools) on a single computer, click Historian Installer on the splash screen and proceed with the installation wizard.

To install the Client Tools:

1. Insert the Historian DVD. The Historian Splash screen appears.

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning; click Run to proceed.

2. Click the "Historian Client Tools" link. A message box appears asking you to confirm the install.

3. Click Run to proceed. The install program starts and the Welcome screen appears.

4. Click Next to proceed. The License Agreement screen appears.

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5. Click Yes to continue. The Select Features screen appears.

6. Select the component that you want to install, and then click Next. The Choose the Program Folder screen appears.

7. Accept the default destination folder or browse for a new location, and then click Next. The Historian

Server Name screen appears.

NOTE: On a 64-bit Windows Operating System, the default destination folder for all 32-bit components (such as collectors and APIs) is C:\Program Files\Proficy\Proficy Historian\x86 directory. Similarly, for all 64-bit components (such as Excel Add-in 64-bit and SQL Server 64-bit), it is installed in C:\Program Files\Proficy\Proficy Historian\x64 directory.

8. Enter the Historian Server name to be used, and then click Next. The Configuration Review screen appears.

9. Click Next.

10. Select 'Yes, I want to restart my computer now", and then click Finish to complete the installation.

Installing the Historian HDA Server

IMPORTANT: You must install Historian Non-Web Administrator to setup the Proficy Historian OPC HDA

Server.

You can install the Proficy Historian OPC HDA Server on any server on which the Proficy Historian Server has been installed.

To install the HDA Server:

1. Insert the Historian DVD. The Historian splash screen appears.

NOTE: If this screen does not automatically appear, double-click the InstallFrontEnd.exe file on the

DVD to display it. A message may appear with a security warning, click Run to proceed.

2. Click the "Historian Installer or Historian Client Tools" link. A message box appears asking you to confirm the install.

3. Click Run to proceed. The install program starts and the Welcome screen appears.

4. Click Next to proceed. The License Agreement screen appears.

5. Click Yes to continue. The Select Features screen appears

6. Select the component (HDA Server) that you want to install, and then click Next. The Choose the

Program Folder screen appears.

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Getting Started with Historian

7. Accept the default destination folder or browse for a new location, and then click Next. The Historian

Server Name screen appears.

NOTE: On a 64-bit Windows Operating System, the default destination folder for all 32-bit components (such as collectors, client tools, and APIs) is C:\Program Files\Proficy\Proficy

Historian\x86 directory. Similarly, for all 64-bit components (such as Excel Add-in 64-bit and SQL

Server 64-bit), it is installed in C:\Program Files\Proficy\Proficy Historian\x64 directory.

8. Enter the Historian Server name to be used, and then click Next. The Configuration Review screen appears.

9. Click Next.

10. Select 'Yes, I want to restart my computer now", and click Finish to complete the installation.

NOTE: When the HDA Server option is selected, then the Historian install wizard will install Microsoft .NET

Framework 3.5 and OPC Core Components 3.00 redistributable during the installation process.

Installing Historian SDK

If you need to create customized programming for the Historian Server, use the Historian Software

Development Kit (SDK) with Visual Basic or any application that provides a VBA programming interface, such as iFIX, Microsoft Excel or Microsoft Word. The Install Wizard places the Historian Software Development Kit

(SDK) in the System32 directory and automatically registers it. To use the SDK, set up a project reference with the Proficy Historian Software Development Kit.

Installing Historian Client Access API

For Microsoft.Net based application development, use the Historian Client Access API with C#, VB.Net, or any

.Net compliant application. By default, the Install Wizard places both the API and Client Access dlls in GAC

(Global Assembly Cache). If you want to reference it to any client application, you can refer the following file path: ”INSTALLPATH\Assembly\Proficy.Historian.ClientAccess.API.dll”.

IMPORTANT: It is recommended that you add Historian Client Access API references from INSTALLPATH directory since global assembly cache is part of the run-time environment.

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Proficy Historian Getting Started Guide

Uninstalling Historian and Historian System Components

To remove all Historian System information from your computer:

1. Double-click the Add/Remove Programs icon in the Control Panel. The Add/Remove Programs dialog box opens.

2. Select Proficy Historian, and click the Remove button. a. To uninstall Historian and save the current Historian configuration and data, select Do Not

Delete Archives and click Next. b. To uninstall Historian and delete the current Historian configuration and data, select Delete

Archives and click Next. c. To abort the uninstall, select Cancel Uninstall and click Next.

3. The uninstall proceeds and all Historian components are removed.

For information on uninstalling OPC Data Collectors, refer to the Modifying and Uninstalling OPC Collectors section of the Historian Data Collectors manual.

Upgrading from a Previous Release

Before upgrading Historian, it is recommended that you follow these steps:

Stop the Historian Data Archiver service.

Backup all archive data files (*.iha), configuration files (*.ihc) and backup files. By default, in Proficy

Historian 3.5 or earlier you can find these files in the C:\Program Files\GE Fanuc\Proficy

Historian\Archives folder.

Optionally, use the Excel Add-In to export your tag configuration for all tags. It is recommended that you export tags associated with each collector on a separate worksheet.

If you are using Microsoft Excel 2000, then you must upgrade to Microsoft Excel 2003 or above.

If you are using a SQL Server 2000 database, then you must:

Stop the Historian Services including the Alarm Archiver service.

Upgrade to SQL Server 2008 or higher before upgrading Historian.

Upgrade to Historian 5.5. During the Install process provide the valid connection information to the SQL Server 2008.

Shut down the DEP (Data Execution Protection) feature. One way to do this is from the Control Panel,

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Getting Started with Historian

access the System Properties. Select the Advanced tab, and click the Settings button in the

Performance area. On the Data Execution Protection tab, select the "Turn on DEP for essential

Windows programs and services only" check box.

NOTE: Hardware-enforced DEP is always enabled for 64-bit native programs such as the Proficy Historian

Data Archiver. Setting DEP to apply to ”Essential Windows Programs only” will not disable DEP for the Data

Archiver but, depending on your configuration, hardware-enforced DEP may be disabled for 32-bit programs such as the Calculation Collector.

To determine whether your computer's processor supports hardware-enforced DEP or not, contact the manufacturer of your computer.

If you upgrade to Historian 5.5, then you must upgrade your Historian license key to Historian 5.5. Check the

Historian SIM download page for any available updates and install them as part of your upgrade.

Uninstalling the old Historian Product

You can uninstall the old Historian product before installing the new Historian, but you do not have to. If you choose to uninstall, make sure that you remove all Historian SIMs before uninstalling the old Historian product.

If you uninstall the old Historian product, you do not need to remove any Historian archives, unless you want to. When you use the Windows Add Remove Programs wizard to uninstall Historian, a message box appears asking if you want to remove the archives. If upgrading, select the Do Not Delete Archives and Continue option and click Next to continue with the uninstall.

Installing the new Historian Product

If you chose to uninstall Historian first, make sure you restart your computer before installing the new

Historian. For the steps on how to install Historian, refer to the section at beginning of this chapter, Installing

Historian Software.

NOTE: If you have uninstalled a previous version of Proficy Historian and did not remove the archives, ensure you direct the new Historian to the previous install folder (for example, C:\Program Files\GE Fanuc\Proficy

Historian\Archives\ ) so that the Historian install program will find the existing archives and configuration file.

The default installation folder will now reflect the new Proficy name. By default, Proficy Historian 5.5 installs to:

C:\Program Files\Proficy\Proficy Historian\

The archives, log files, and buffer files are installed to these locations:

C:\Proficy Historian Data\Archives\

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Proficy Historian Getting Started Guide

C:\Proficy Historian Data\BufferFiles\

C:\Proficy Historian Data\LogFiles\

The help files are installed to:

C:\Program Files\Proficy\ProficyDoc\1033\Historian\

Proficy Historian Server now supports 64-bit environment. For a 64-bit environment, this support covers the native 64-bit Historian server. You can also install Historian Collectors, Client tools, APIs, and Non-Web

Administrator on 64-bit Windows operating systems, but Collectors, Client tools, APIs, and Non-Web

Administrator, and works as a 32-bit applications on a 64-bit Windows operating system using WoW64 mode

(Windows-on-Windows 64-bit). However, you can read and write data from a 64-bit Historian Server.

On a 64-bit Windows Operating System:

The default destination folder for a 64-bit Historian Server is C:\Program Files\Proficy\Proficy

Historian\x64\Server\ directory.

The default destination folder for all 32-bit components (such as collectors, APIs and so on) is

C:\Program Files\Proficy\Proficy Historian\x86 directory.

The default destination folder for all 64-bit components (such as Excel Add-in 64-bit and SQL Server

64-bit) is C:\Program Files\Proficy\Proficy Historian\x86 directory.

The default archives, log files, and buffer files are installed to C:\Proficy Historian Data\.

The help files are installed to C:\Program Files\Proficy\ProficyDoc\1033\Historian\.

When you are upgrading Historian 3.5 or earlier and if you did not remove the archives, ensure you direct the new Historian to the previous install folder (for example, C:\Program Files\GE

Fanuc\Proficy Historian\Archives\) so that the Historian install program will find the existing archives and configuration file.

NOTE: On a 64-bit Windows Operating System, all 32-bit components (such as collectors, client tools, and

APIs) related registry keys will be located under

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\\Intellution, Inc.\iHistorian\.

Upgrading the Historian SDK

If you want to run an SDK program that you created with an older version of Historian on a newer version, you must first rebuild the program on a computer with the new version installed. You must build the SDK application built on the Historian version you will be running the program on.

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Getting Started with Historian

Migration Tool

The IHA migration tool Migrateiha.exe allows you to migrate data up to 30 years old if the data is already stored in IHA files from any version of Historian. Use the MigrateIHA.exe program to move data from one archiver to another when you cannot simply restore the IHA in the Historian Administrator.

Migrateiha.exe opens an IHA file as a binary data file and reads the raw samples from it. Then those raw samples are written to a destination archiver similar to how an OPC collector or File Collector would write data.

Any errors returned from the data archiver will be reported in the main window and repeated in the log file.

Using Migration Tool

The following procedure describes how to migrate historical data stored in IHA files from any version of

Historian.

NOTE: You need to run this tool as an administrator to migrate and create the log files in the C:\.

To Migrate Historical data using the MigrateIHA tool

1. In Historian folder, click the MigrateIHA.exe Button, shown in the following figure, to open the

IHAMigration Utility.

• MigrateIHA.exe Button

2. Select Configure Options from the Options menu.

3. Enter or modify any specific configuration information. For more information, refer to the Configuring

Migration Options section.

4. Select Migrate Historical Data from the File menu. The Select Historical Data File(s) dialog box appears.

5. Select a historical file and click Open.

Refer to the IHA Migration Utility main screen for information on the progress of the migration and any encountered errors.

NOTE: The IHA Migration Utility screen only displays the most recent lines of the log file. For the full set of logged messages, refer to the log file, typically located in C:\IHAMigration.Log.

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To Bulk Upgrade Historical Data

You can upgrade the older versions archive files to the latest version by selecting this option. If you do a Bulk

Upgrade of Historical Data immediately after you installed the latest version on Proficy Historian, then you would save on the upgradation while the system reboots.

To Bulk upgrade Historical Data, stop the Data Archiver service and select the Bulk Upgrade Historical Data from the File menu.

To Clear the Display

To clear the log messages displayed in the screen, select the Clear Display from the File menu.

To View the Log File

To view the logs saved in the IHAMigration.log file, select the View Log File from the File menu.

Configuring Migration Options

Open the Migration Options dialog box, shown in the following figure, by selecting Configure Options from the

Options menu in the MigrateIHA.exe Utility.

The MigrateIHA Tool automatically detects the default server and displays the default migration options. Some of the options that you can configure include:

Server Section

Options Section

Tags to Migrate Section

Time to Migrate Section

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Getting Started with Historian

Server Section

This section allows you to set up your server information.

The Historian Server Options include:

Field Description

Server The default server (set during installation). If you do not want to write data to the default server, enter the desired server in this field.

Username and

Password

If you have created and established Security Groups in your Historian Security

Environment, you may need to enter the user name and password here. By default, if you do not supply any information, the current logged in user will be used in security checking.

For more information about Historian Security, please refer to the Implementing Historian

Security chapter.

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Options Section

This section allows you configure the options for data migration. The Option section includes:

Field Description

Throttle

Output

Select this option to throttle any part of the migration process. Optionally, you can remove this option as required. By default throttling is rated at 5000 events per second.

NOTE: If you select this option, the migration might be a bit slow.

Migrate

Messages

Select this option to migrate the messages into the newly created archive. Using this option may or may not reduce the size of your archives, depending on the number of messages stored in the archive. By default, messages are migrated.

Log File

Full Name

Modify the location of the IHAMigration.log.

Config File The configuration (*.IHC) file which you want to migrate. You must provide the IHC file before selecting an IHA file.

TIP: It is always advisable to take a copy of the configuration file and work on the copy rather than working on the original file.

Tags to Migrate Section

This section gives you different options to migrate the tags in the case where you do not want to migrate data for all tags.

Option Description

Migrate All Tags Select this option to migrate all the tags from the selected archiver.

Migrate only tags that exist in destination

Select this option to migrate all the tags that exists in the source destination.

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Getting Started with Historian

Migrate using tag mask

Migrate only tags that exist in source config file

Select this option to migrate tags with the mask specified. You can specify an exact tag name to migrate that tag only.

To migrate the tags that are present only with the source config file.

Time to Migrate Section

Use this section to specify the time frame for migration if you want to migrate only a subset of the data.

Option Description

Use IHA

TimeFrame

Select this option to migrate all the tags which has the IHA time frame.

Use Below

TimeFrame

Select this option to migrate all the tags in the specified time frame. You need to specify the Start Date/Time and End Date/Time if you select the this option.

Command-line Options for the IHA Migration Tool

Command line options for the IHA Migration tools are:

/NOTHROTTLE - This does not throttle any part of the migration process, but may impact resources on the server. Optionally, you can remove this switch as required. By default throttling is rated at 5000 events per second.

/NOMESSAGES - This does not migrate messages into the newly created archive. Using this switch may or may not reduce the size of your archives, depending on the number of messages stored in the archive. By default, messages are migrated if this switch is not used.

/EXISTINGTAGS - This will migrate data for only those tags that exist in the destination archiver.

/b - This option of the start.exe file allows the IHA Migration tool to start without opening a new window for each instance.

/wait - This option of the start.exe file allows each instance of the IHA Migration tool to complete the migration before starting the next migration in the sequence.

/b - If you are migrating a pre 4.5 IHA file you will need to have the IHC file for that IHA and specify

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the IHC file in the Options dialog or on the command line. Otherwise, you will get a warning message.

If you do not have the IHC or you are not sure you have the correct IHC then you should use the pre

4.5 version of MigrateIHA to migrate the IHA.Otherwise the data will not migrate correctly. The IHC must contain all the tags that are in the IHA file so use the most current IHC you have. Migrating an

IHA will upgrade it to 4.5 format. You should keep a copy of the original IHA file. If you are migrating from a command line you must provide the IHC filename as in this example The syntax to run the MigrateIHA.exe tool at command line is: MigrateIHA.exe “IHA file name with full path” “IHC filename with full path” If you are migrating a 4.5 IHA you should provide the IHC file in the options dialog but if you do not have the IHC you can safely continue past the warning message.

To Write a Batch File to Migrate Multiple IHA Files using Migrate IHA

• The IHA Migration utility will migrate only one archive at a time by design. As a result, if you are required to add more than one archive at a time, you can create a batch file to automate multiple archive merges.

TIP: When migrating any archive, you should start with the archive with the oldest data first, followed by later times in sequence to minimize the amount of disk space used in the Data Archiver.

You can migrate multiple IHA files through a batch file. While creating a batch file you need to provide the batch file with a logical name and save the batch (.bat) file in a location which could be easily accessed using command prompt. For example: cd c:\Program Files\Proficy\Proficy Historian start /b /wait migrateiha /NOTHROTTLE /NOMESSAGES "c:\Proficy Historian

Data\Backups\server_Archive001.iha" "c:\Proficy Historian

Data\Backups\server_Config.ihc"

NOTES:

If you are using Proficy Historian 5.5 or above, during Migrate IHA, you need to pass the IHC file.

You should have double quotes when you enter the IHA and IHC file even if you do not have spaces in

your file path or file name.

Interoperability of Historian Versions

Interoperability guidelines for Historian versions include:

Historian Collectors below v5.1 can write to Historian v5.1 Archivers.

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Getting Started with Historian

Historian Clients below v5.1 can retrieve data from Historian v5.1 Archivers.

Historian v5.1 Clients can retrieve data from Historian Archiver below v5.1.

Historian v5.1 Collectors can write to Historian Archivers below v5.1.

An SDK program built on an Historian v5.1 node does not run on an Historian below v5.1.

An SDK program that you created in Historian below v5.1 must be rebuilt on a computer with

Historian v5.1 if you want to run it on the v5.1.

In general, it is recommended that you use consistent versions of client and server applications. If you do use different client and server versions of the Historian, it is recommended to regularly back up all archives and tag configurations.

NOTE: To determine the version of the server, client, and SDK, click on the About link in the

Historian Administrator.

Troubleshooting

FAQ About Upgrading to Historian 5.5

Question Answer

How do I upgrade Historian 3.1 SP1 or above to Historian 5.5?

You can upgrade Historian 3.1 SP1 or above using the

Historian 5.5 full installer only.

How do I upgrade Historian versions earlier than 3.1 SP1 to Historian 5.5?

You must un-install the version earlier than Historian 3.1 SP1, and then install Historian 5.5.

How do I upgrade Historian 3.0 or 3.1 which is installed on Windows 2000 or

Windows XP SP2 operating system?

You must upgrade to Windows XP Professional SP3,

Windows Server 2003 SP 2, Windows Vista SP1 32-bit

(Business, Ultimate, and Enterprise), Windows Server 2008-

32 bit, or Windows 2008 Server 64bit Edition (WoW64).

NOTE: Historian is not supported on Windows 2000 or

Windows XP operating system.

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Proficy Historian Getting Started Guide

How do I upgrade Historian 3.1 which contains FIX32 and CIMPLICITY native collectors?

You must un-install Historian 3.1or later which contains

FIX32 and CIMPLICITY native collectors and then install

Historian 5.5.

NOTE: Historian 5.5 does not support FIX32 and

CIMPLICITY native collectors.

How do I upgrade Historian 3.1 which uses Microsoft Excel 2000?

You must install Microsoft Excel 2003 or later and then install

Historian 5.5.

NOTE: Historian 5.5 does not support Microsoft Excel 2000 and Excel XP.

How do I upgrade Historian 3.1 which uses SQL Server 2000 database ?

If you are using a SQL Server 2000 database then you must:

• Stop the Historian Services including the

Alarm Archiver service.

• Upgrade to Historian 5.5. During the Install process provide the valid connection information to the SQL Server 2008.

NOTE: Historian 5.5 does not support SQL Server 2000.

Do I need to install a SQL Server

Express 2008 and then migrate MSDE data into SQL Server Express 2008?

How do I upgrade Historian 3.1 or later which contains server, collectors, and client tools using components installer; for example, collectors only or client tools only, or excel add-in only installers?

No. Historian 5.5 Installer will install SQL Server Express

2008 and migrate the MSDE data into SQL Server Express

2008 automatically.

You must use Historian 5.5 full installer only.

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Getting Started with Historian

How do I upgrade Historian 3.1 or later

Collectors using Historian 5.5 Collectors install only?

You must use either Historian 5.5 full installer or Collectors only installer to upgrade.

NOTE: If an individual component (for example, collectors only or client tools only, or excel add-in only) of Historian 3.1 is installed on a machine, then you must use either Historian

5.5 full installer or an individual component installer to upgrade.

Does Historian 5.5 support Proficy

Historian Server in native 64-bit?

Does Historian 5.5 support Historian

Collectors and Non-Web Administrator in native 64-bit?

Does Historian 5.5 support 64 bit SQL server?

Does Historian 5.5 supports 64 bit SQL linked server?

Yes. You can now install "Proficy Historian 5.5 Server" on both 32-bit x86 systems and 64 bit "x64" systems. Historian

5.5 installer will automatically detect and install 32-bit or 64bit Historian 5.5 Server based on system architecture.

No. You can install Historian Collectors, Non-Web

Administrator, works on 64-bit Windows operating systems, but they work as a 32-bit application on a 64-bit Windows operating system using WoW64 mode (Windows-on-

Windows 64-bit).

Yes, one of the following 32-bit or 64-bit SQL Server systems to configure alarm and event archiving:

• Microsoft SQL Server 2008 Standard,

Professional, or Enterprise Edition.

• Microsoft SQL Server 2008 R2

• Microsoft SQL Server 2008 Express.

Yes. You can use one of the following 64-bit versions of SQL

Server to use Historian as a linked server:

• Microsoft SQL Server 2008 Standard,

Professional, or Enterprise Edition.

• Microsoft SQL Server 2008 R2

• Microsoft SQL Server 2005 Standard SP2,

Professional SP2, or Enterprise Edition

SP2.

• Microsoft SQL Server 2008 Express.

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