introduction to factorytalk historian: overview strategies for collecting and analyzing data

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

PUBLIC INFORMATION

FactoryTalk® Historian Overview

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 2 2

Performance/

OEE Quality

Systems/LIMS

Control

Systems HMI/

Alarm/Events Historians

Other Systems/

Databases

VantagePoint EMI Portal Mobile Clients SharePoint Portal

Maintenance

Mgmt Systems Energy HSE

Quality & Operations Plant Manager Engineer Operator Maintenance Production Manager

FactoryTalk VantagePoint EMI Delivering the Connected Enterprise

MES


Why Historian?

You can’t improve what you can’t measure!

Government Regulations in many industries REQUIRE data!

Manufacturers are often asked for a ―birth certificate‖ on their product

Your ―process‖ often is where you have big Energy spends

Again, if you can’t measure, you can’t improve that spend!

You may need to review historical process information WAY after product was made, so it

can’t be temporary!

The answer is you need a Historian!

You need to get slow and HIGH speed data

Reliable, uninterruptable

Getting data OUT must be easy

You need to store it for LONG periods of time

You want to RECORD your

process data and review it back at any

time!

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 4

Agenda

Introduction

Data Collection

Visualization

Data Access

Typical Architectures

What’s New?

Summary (Q&A)


Shortcomings of Traditional Historians

Tedious configuration and setup Multiple definitions of Tags (Controller, OPC, HMI,

Historian)

Inconsistent data management techniques in a

heterogeneous controller environment

Historians are typically primarily used as

a trending tool Data primarily used in trends and simple reports

Only limited data interfaces are offered and often

proprietary

Missing context in the information model Missing manufacturing / business model

Difficult to transform the data for financial gains

Hybrid and discrete application support Blending of event and process data difficult

Historians are typically not fully utilized Typical pricing models restrict how many tags are

collected in a Historian

Only limited analysis are used in most Historians

Historians have either proprietary formats or slower open formats Some historians store data in inefficient open relational

databases

Others store data in proprietary formats

Performance and fidelity Bandwidth management of existing network technologies

Inadequate enterprise model for roll-ups, store and forward and segregation of data

Data collection speeds limited to network performance – event-based data typically requires ―backplane‖ performance


Distributed Historian Strategy

SUPERVISOR

MANAGEMENT

OPERATOR

The Right Information, at the Right Time, with the Right Fidelity…


Strategic Partnership

Leadership in Automation and

Information Solutions

Solution Provider

Automation and Controls

Expertise

Solution Platform

Real-time Performance

Management Software Products

Technology Provider

Data Historian and Context

Experts

Product Platform

Market leaders joining together to provide winning solutions


Plant wide Data Storage Solution

SQL HISTORIAN

Time Series vs. Relational Data Storage

Time Series Database

Use to store process data over a period

of time

Pressure, temperature, etc.

Stores events with value and timestamp

Optimized data storage and archive

capability to store only what’s required

Retrieve large some of data efficiently

that may span weeks/months/years

8

Relational Database

Use to store process and production data

as records and relationships: Products, recipes, units, machines, orders, order

lines, batches, etc.

Add Context To Time Series Data (UPM) Moving away from a flat data structure to an

organizational structure

Link time series data to assets

Event Framing Store events like: Batches (full S88 model),

shifts, material flow, alarm and events


The FactoryTalk Historian Vision

Multi tiered Architecture

High Speed at machine level with local trending

Plant Historian with Analysis, Calculation and Consolidation

Factory Talk Historian Enterprise Edition with multi site aggregation capability and enterprise visibility

With integration into Universal Production Model – You don’t need to know where the data physically resides – system finds data on request

Data and data aggregation can be easily moved between the tiers and derived values can easily be configured where needed


Historian Key Components

Data Collection

• Interfaces, FactoryTalk Historian Machine Edition

• Adv. Calculations

Visualization • Excel, Trend,

Dashboards

Data Access

• 3rd Party Integration (ERP, MES, BI Tools, etc.)


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Historian Interfaces

Interfaces

Connectivity to RA and 3rd party devices on the plant floor

250+ standard interfaces available

Interfaces allow historical data storage in a standard process

Key features

Buffering

Exception testing

Tag definition

Security per tag basis

12


Various 3rd-Party Connectivity Options

Flexible options for 3rd-party connectivity

Data Coming Into Historian SE

FactoryTalk

Allows access to any tags available in your FactoryTalk Directory

Leverages Live Data (can be pure TCP/IP) during runtime data collection

Direct Interface:

250+ standard, native drivers from OSIsoft

Does not use FactoryTalk (data not accessible to View, Batch, etc.)


After Compression

After Exception (Dead banding)

Raw Data

Data Source (DCS, PLC, etc.)

Historian Server

Interface node

Time-Series Optimized Data Store

14

You can typically expect a database reduction in size from 1/5 to 1/10 compared to uncompressed SQL database


Simple Deployment and Configuration Saves Time and Money

Premier Integration to FactoryTalk

Pre configured: Data sources, databases, systems

Auto Discovery / Auto Configuration

Standardization of code and data structures can get systems up and running quicker

Configuration Rules

Can make deployment repeatable

When a similar skid, system, line is deployed the data collection can be configured by repeating the previous configuration.


Tags on scan

Auto Discovery

Auto Configuration

Start Data Collection


Calculation Engine and Analytics

Internal calculation engine

Performance equations

Totalizers

ACE – Advanced Computing Engine

Real-time SPC alarming on server

Including SQC client to display SQC charts

17


Reduce Total Cost of Ownership

FactoryTalk Historian Site Edition (SE):

Customers only pay for device based points

Customers do NOT pay for derived points such as equations and statistical totalizers

This method has two major advantages:

Optimized Historian has between 3-5 times as many derived points as device points

Easier to estimate the total cost of a system

18


FactoryTalk Historian Machine Edition

Extend the data collection down to the machine level More granular data Data at higher speeds Single machine historian Reduce network dependency

Improve reliability Solid-state data collection No computer / OS to maintain No moving parts

Remote data capture Collect data from hard to service

area (i.e. remote pump stations)

Distributed / modular configuration Configure one machine at a time.


Where traditional data collection is done

through interfaces and data servers

Data Transfer – transfers archive

data directly from the ME module to Plant

Historian

20


FactoryTalk Historian Machine Edition High Speed Data Collection

Backplane connectivity

10 millisecond scan rates

2500 events / second

High Speed Data collection utilizes controller trend object

Very deterministic data collection

Very fast

21


Typical areas to protect: • Software updates • Power outages • Network outages • Hardware failures

22


If the machine is powered, and controlled by PLC than data is getting collected


FactoryTalk Historian Machine Edition Remote and Offline Applications

24

Requires either Historian Server on-site, interface node configured on-site, or very reliable communication


Instead install a Machine Historian module in the application and the data can be transferred on intervals


When connection is down, the module will store data and forward the data once the connection is back up.

27


When connection is down, the module will store data and forward the data once the connection is back up.

28


This also works for off-line applications. Once the equipment is docked – data is transferred !!


Cost of Ownership

Installation typically takes hours

Configuration could take hours to days

Updates/edits require access to physical PCs

30

Design, installation & deployment are typically large part of the Cost of Ownership equation


Embedded application

Easy to configure

No OS / patches, etc., to maintain

Automatic data roll-ups

Built-in Web UI

FactoryTalk Historian Machine Edition Low Cost of Ownership

31


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Trending and Visualization in the HMI

FactoryTalk View Site Edition Integration

Trending of historical data

Very fast retrieval of data

Extend trends from days, months,

years, without speed degradation

Utilize native trend with FactoryTalk

Historian as a data source

Same trend you use today for

trending live or data log tags, can

point at Historian Site Edition or

Machine Edition

Support for Parameter passing,

dynamic pens and VBA support

No Extra Client Pricing Required!

33


FactoryTalk Historian DataLink

Create Excel reports based on Excel

Add-in Menu

Create basic charts

Supports Office 2013 using ribbon

menu

Embed functions in spreadsheet

cells and provide active updates

34


FactoryTalk Historian ProcessBook

Graphical displays based on data

from the Historian

Basic Trending capability

DVR capability

SQC/SPC Charting

BatchView Add-in

Publish displays using ActiveView &

visualize them in FactoryTalk View

Site Edition

35


FactoryTalk VantagePoint EMI Integration with Historian

Automatic correlation of Live Data and Historian tags

Historian and Live Data tags are linked if they reference the same data point in the

controller

Makes reporting completely transparent to the underlying data source – you only need to

know the Live Data tag (logical) for a data value

Cross correlation when using distributed historian solution

When tags are historized in multiple historians, the system can find the best source of

information needed for a report / trend

Optimized Performance – Server Side Data Aggregation

Data aggregation is now performed at the server (e.g. Summary roll up by hour)

Significantly reduces the calculation loads on the FactoryTalk VantagePoint EMI Server

Allows for processing of aggregations at the best performing server


World Class Trending Delivers Actionable Information

Visualize FactoryTalk Historian

Site Edition data with bundled

FactoryTalk VantagePoint

Diagnose and analyze data from

any connected data source

Access to real-time and

historical data

Powerful trend functionality -

Pan, zoom, stack and synchronize

Publish and share trends with

others through the portal

Pre-configured trends available in

Sample Reports

Easy model navigation

37


Create powerful Excel reports leveraging the FactoryTalk VantagePoint Excel Add-In

Retrieve data from any connected data source (Live or Historical values)

Calculate, analyze and format reports using Excel functionality

Publish reports to the FactoryTalk Portal for viewing by anyone with access to a browser

Excel - The Most Common Reporting Tool Shared Reports Save Valuable Time

Retrieve

Data From Any Source

Calculate, Analyze

and Format

Publish to the VantagePoint

Portal


Powerful Easy to Read Dashboards for Information at a Glance

Create powerful dashboards that provide real-time data and manufacturing key production indicators (KPIs)

Dashboards provide dynamic information (periodic or on demand)

Drill down capability to provide more detailed information

Easy access to all dashboards via a browser

Pre-configured dashboards available in Sample Reports


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Data Access (OLEDB, JDBC)

OLE DB Provider, JDBC

Allows for rich functionality in interfacing

3rd party systems to FT Historian

OLE DB can make the Historian ―look‖

like a Relational Database

Allows customers to develop

applications on top of Historian

But still ―leave‖ the data where it is

No need for transferring data to other

databases

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Data Access (OPC)

OPC DA/HDA

Allows for standard connectivity from the

Historian for both real-time data (DA) and

historical data (HDA)

Connects with 100s of OPC clients

Certified with OPC Compliance

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Data Access (Web Services & SDK)

Web Services

Services Oriented Architecture (SOA)

Integration with non-Windows based

applications

Integration with ERP and BI tools

SDK

Available for partners to build advanced

applications – visualization, calculation

engines, etc.

Data Access

OLEDB

JDBC

Web Services

SDK

OPC


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Historian Architectures Simple

Data Source

Controller Tags

HMI Tags

Collection

On Historian Server through Interface on the same node

Storage

On Historian Server

Display

HMI Controller

HMI

Historian Server


Historian Architectures Mildly Simple

Data Source

Controller Tags

HMI Tags

Collection

On Interface Node

Storage

On Historian

Server

Display

HMI TrendX

Controllers

HMI

Historian Server

Interface node

HMI Server

Interface Node • Offloads collection • Store-n-forward • Deadbanding done

here • Can consolidate Data

Collection for HMI too


Historian Architectures Redundancy Option

Data Source

Controller Tags

HMI Tags

Collection

On Redundant Interface Nodes

Storage

On Historian Server

Display

HMIs

Now with HMI Server

Controller

HMI

Redundancy • All the capabilities of an

Interface Node • Now with failover to

protect data collection

Historian Server

Interface nodes

HMI Server


Historian Architectures High Availability Option

Data Source

Controller Tags

HMI Tags

Collection

On Redundant

Interface Nodes

Storage

On Historian Server

Display

HMI TrendX

Controllers

HMI

High Availability • Multiple Historian

servers available for clients - collective

• Now with failover protection for reporting

Historian Servers

Interface nodes

HMI Servers


Historian Architectures Analysis Layered On Top

Data Source

Controller Tags

HMI Tags

Collection


Storage

On Historian Server

Display

On HMIs

VantagePoint EMI

Controllers

HMI

Analysis • Add EMI to review data

for long periods of time • Trends, Dashboards,

Excel Reports

Historian Servers

Interface nodes

HMI Server

VantagePoint Server


Historian Architectures Analysis Layered On Top

Data Source

Controller Tags

HMI Tags

Collection


Storage

On Historian Server

Display

HMIs

VantagePoint EMI

VantagePoint Server


Historian Architectures Enterprise roll up of data

Data Source

Controller Tags

HMI Tags

Collection


Storage

On Historian Server

Display

HMIs

VantagePoint EMI

VantagePoint Server

Historian EE Server

Historian Enterprise Edition • Enterprise Historian

with multi site aggregation capability and enterprise visibility


Historian Architectures Embedded Historian

Data Source

Controller Tags

Collection

On a ControlLogix® module over a backplane

Storage

On FactoryTalk Historian Machine Edition & forward to FactoryTalk Historian Site Edition for persistent storage

Display

FactoryTalk VantagePoint EMI

VantagePoint Server

Historian EE Server

HistME

Historian ME • Store & Forward to a

Plant Historian • Trends, Dashboards,

Excel Reports connect directly to the module


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Dashboard

FactoryTalk Historian Site Edition v4.0 Overview

54

PI Server 2012 Adoption

Performance improvements (up to 5x)

Expanded scalability – Larger Historian deployments

Improved archive import (backfill data)

PI Event Frames support

New Data Access Options

Separate catalog items from Advanced Server for OLEDB

and OPC server to access Historian data

Bundled VantagePoint EMI v5.0 included

Reporting Pack

Mobility – Information on the Go

DataLink 2013 with native integration with Office 2013’s

ribbon interface

Trend

Excel Reports


FactoryTalk Historian Site Edition v4.0 Performance and Scalability Improvements

55

Historian SE v3.x Historian SE v4.0

Max Tag Count / Server 100,000 500,000

Max Tag Count / Interface 20,000 50,000

Max Events / Interface 20,000 events / sec 25,000 events / sec


FactoryTalk Historian Site Edition v4.0 Improved Archive Import (Backfill data)

56

Previously, backfill of older historian data was a manual process and very cumbersome. This is now simplified with FactoryTalk Historian Site Edition v4.0.

The three primary use cases are:

FactoryTalk Historian Machine Edition in place with historical data and now want to upload to FactoryTalk Historian Site Edition to archive.

FactoryTalk Historian Site Edition collecting data on an OEM machine and now we want to replicate the data in a plant wide FactoryTalk Historian Site Edition or Historian Enterprise

Bring time series data from other databases to FactoryTalk Historian Site Edition


FactoryTalk Historian Site Edition v4.0 Microsoft Platform Requirements

57

Server

Operating Systems

Windows 2008 R2 SP1 (64 bit)

Software SQL Server 2008 R2 (32/64 bit) Express or Standard SQL Server 2012 (32/64 bit) Express or Standard

Interfaces

Operating Systems Windows 2008 R2 SP1 (64 bit), Windows 2008 SP2 (32 & 64 bit) Windows 2003 R2 SP2 (32 & 64 bit) Windows 7 Pro SP1 (32 & 64 bit) Windows XP Pro SP3 (32 bit)

Clients

Operating Systems Windows 7 Pro SP1 (32 & 64 bit), Windows XP Pro SP3 (32 bit) Windows 2008 R2 SP1 (64 bit), Windows 2008 SP2 (32 & 64 bit)


FactoryTalk VantagePoint Mobile

Information on the Go—notifications and reporting content on your mobile device

FactoryTalk VantagePoint Reporting

Reporting framework and sample content leveraging Microsoft SSRS and other Business

Intelligence tools

Productivity Enhancements

Additional flexibility to build and modify your application content saving time & money

SharePoint Excel Services

Solution for high capacity Enterprise-wide reporting

Enterprise Integration with FactoryTalk ProductionCentre®

Integrate FactoryTalk VantagePoint EMI with ProductionCentre for expanded MES capability

Feature & Performance Enhancements

Portal, Eventing, Trend/XY Plotter, Content Rotator, Report Sets, Import/Export

58

FactoryTalk Historian Site Edition v4.0 Bundled FactoryTalkVantagePoint EMI v5.0


VantagePoint Mobile Notifications and Reporting—Anywhere, Anytime

59

Reporting and Visualization

Enterprise Reports

Charts, Status Indicators, Grid Reports

FactoryTalk Metrics Reports

FactoryTalk VantagePoint Energy

Reports

Notification

Event Trigger with Email

with Event Data

with Report


FactoryTalk VantagePoint Reporting (VPR) More Reporting Options to Convey your Information

60

Reporting Services

Power to create a wide range of enterprise reports

from dashboards to tabular reports

Query the model using MS Reporting Services (SSRS) reports or other BI

tools

Access a growing library of sample reports for FactoryTalk

VantagePoint EMI

Author and publish reports to the FactoryTalk VantagePoint EMI Portal


Agenda

Introduction

Data Collection

Visualization

Data Access


What’s New?

Summary (Q&A)


Key Differentiators of FactoryTalk Historian

Market Leading Historian Technology

Optimized time series data storage and retrieval

Advance Calculations & Data Access capabilities

Quick to Deploy and Easy to Own

Integrated with Logix and FactoryTalk Technology

Auto Discovery & Configuration

Low Total Cost of Ownership

Rich Set of Clients

FactoryTalk View Site Edition – HMI trending integration with FactoryTalk Historian

FactorytTalk VantagePoint EMI – bundled with FactoryTalk Historian Site Edition Package

Multi-tiered Architecture

Based on same platform allowing seamless integration and common client access throughout

the portfolio

62


FactoryTalk Historian Machine Edition Benefits

63

Remote / Off-line Data Low Cost of Ownership

Reliable On-Machine Data High-Speed Data


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PUBLIC INFORMATION

Questions?

Session ID:


Historian Sessions at RS TechED 2014

65

Title Type

Introduction to FactoryTalk Historian: Overview

Strategies for Collecting and Analyzing Data

Presentation

FactoryTalk Historian Site Edition: Architectures

and Design Considerations

Discussion

FactoryTalk Historian Machine Edition: Basic

Configuration in ControlLogix Rack

Lab

FactoryTalk Historian Site Edition: Basic Lab on

Data Collection and Reporting

Lab

FactoryTalk Historian Site Edition: Advanced Lab Lab

FactoryTalk Historian Site Edition: Configuring

Redundancy and High Availability

Discussion


For more information

66

http://discover.rockwellautomation.com/Historian




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introduction to factorytalk historian: overview strategies for collecting and analyzing data

Technology

historians store data

rockwell automation

historians historians

limited data interfaces

trending tool data

high speed data reliable

right information

backplane performance