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Introduction to FactoryTalk Historian
 

Introduction to FactoryTalk Historian

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    Introduction to FactoryTalk Historian Introduction to FactoryTalk Historian Presentation Transcript

    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Rev 5058-CO900DFactoryTalk Historian OverviewChirayu Shah, Product ManagerJune 2013
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.MotivationManaging costManaging costSustainabilitySustainabilityVisibility ofinefficienciesVisibility ofinefficienciesSatisfy customerand regulatorydemandsSatisfy customerand regulatorydemandsDrive product andprocess innovationDrive product andprocess innovation
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Decision Making and Corporate Strategies3Business pressures drive need for Manufacturing Intelligence
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Manufacturing Intelligence Defined4Manufacturing
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Manufacturing Intelligence DefinedIntelligenceEnergy• Increase Energy Efficiency• Lower Energy costQuality• Stable quality level / Minimize scrap• Fast reactions on recallsPerformance• Increase machine + line performance• Optimal use of resourcesMaintenance• Preventive Maintenance• Increase availabilityProduction• Increase throughput• Decisions based on real informationManufacturing
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Manufacturing Intelligence DefinedProduction dataProductionContext InformationSoftwareIMPROVEDDecisionMakingDecisionPeople
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.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 itcan’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 timeYou want toRECORD yourprocess data andreview it back at anytime!
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Distributed Historian StrategySUPERVISORMANAGEMENTOPERATORThe Right Information, at the Right Time, with the Right Fidelity…
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Strategic Partnership Leadership in Automation andInformation Solutions Solution Provider Automation and ControlsExpertise Solution Platform Real-time PerformanceManagement Software Products Technology Provider Data Historian and ContextExperts Product PlatformMarket leaders joining together to provide winning solutions
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 10AgendaIntroductionData CollectionVisualizationData AccessTypical ArchitecturesWhat’s New?Q&A
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Shortcomings of Traditional Historians Tedious configuration and setup Multiple definitions of Tags (Controller, OPC, HMI,Historian) Inconsistent data management techniques in aheterogeneous controller environment Historian are typically primarily used as atrending tool Data primarily used in trends and simple reports Only limited data interfaces are offered and oftenproprietary 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 arecollected in a Historian Only limited analysis are used in most Historians Historians have either proprietary formats orslower open formats Some historians store data in inefficient open relationaldatabases Others store data in proprietary formats Performance and fidelity Bandwidth management of existing network technologies Inadequate enterprise model for roll-ups, store andforward and segregation of data Data collection speeds limited to network performance –event-based data typically requires “backplane”performance
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Plant wide Data Storage SolutionSQLHISTORIANTime Series vs. Relational Data StorageTime Series Database Use to store process data over a periodof time Pressure, temperature, etc. Stores events with value and timestamp Optimized data storage and archivecapability to store only what’s required Retrieve large some of data efficientlythat may span weeks/months/years12Relational Database Use to store process and production dataas records and relationships: Products, recipes, units, machines, orders, orderlines, batches, etc. Add Context To Time Series Data (UPM) Moving away from a flat data structure to anorganizational structure Link time series data to assets Event Framing Store events like: Batches (full S88 model),shifts, material flow, alarm and events
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.The FactoryTalk Historian Vision13Multi tieredArchitectureHigh Speed atmachine level withlocal trendingPlant Historian withAnalysis, Calculationand ConsolidationEnterprise Historian with multisite aggregation capability andenterprise visibilityWith integration into UniversalProduction Model – You don’tneed to know where the dataphysically resides – systemfinds data on requestData and data aggregation canbe easily moved between thetiers and derived values caneasily be configured whereneeded
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 14Historian Key ComponentsDataCollection• Interfaces, HIST ME• Adv. CalculationsVisualization• Excel, Trend,DashboardsData Access• 3rd Party Integration(ERP, BI Tools, etc.)
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data Collection
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data Collection16 Historian SE – interfaces Exception/Compression Algorithm Calculation Tags PE, Totalizer, ACE Historian ME
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.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 basis17
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.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.)
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.After CompressionAfter Exception(Dead banding)Raw DataDataSource(DCS, PLC,etc.)HistorianServerInterfacenodeTime-Series Optimized Data Store19You can typically expect a database reduction in size from 1/5 to1/10 compared to uncompressed SQL database
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Simple Deployment and ConfigurationSaves Time and Money Premier Integration to FactoryTalk Pre configured: Data sources,databases, systems Auto Discovery / Auto Configuration Standardization of code and datastructures can get systems upand running quicker Configuration Rules Can make deployment repeatable When a similar skid, system, lineis deployed the data collectioncan be configured by repeatingthe previous configuration.
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 21TANK1.TEMPTANK1.SIZETANK1.PRESSURETANK1.VOLTANK2.SIZETANK2.VOLMOTOR1.ACCMOTOR1.SPEEDMOTOR1. PREMOTOR1.PID.SPTANK1.TEMPTANK1.SIZETANK1.PRESSURETANK1.VOLTANK2.SIZETANK2.VOLMOTOR1.ACCMOTOR1.SPEEDMOTOR1. PREMOTOR1.PID.SPTANK1.TEMPTANK1.PRESSUREMOTOR1.SPEEDScan Rate = 30 SScan Rate = 1 S
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.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 charts22
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Reduce Total Cost of Ownership FactoryTalk Historian SE: Customers only pay for device based points Customers do NOT pay for derived pointssuch as equations and statistical totalizers This method has two major advantages: When a typical, optimized Historian hasbetween 3-5 times as many derived pointsas device points, it makes it a lot moreaffordable. It also makes it easier to estimate the totalcost of a system, without having to considerthe actual applications. Only need toconsider the equipment the system is goingto be connected to.23
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.FactoryTalk Historian Machine EditionExtend the data collection down tothe machine level More granular data Data at higher speeds Single machine historian Reduce network dependencyImprove reliability Solid-state data collection No computer / OS to maintain No moving partsRemote data capture Collect data from hard to servicearea (i.e. remote pump stations)Distributed / modular configuration Configure one machine at a time.
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Where traditional datacollection is donethrough interfaces anddata serversData Transfer –transfers archivedata directly from theME module to PlantHistorian25
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 26Data is collected over the backplane at 10 millisecond scan ratewith 2500 events/second capability
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Specifics Backplane connectivity 10 millisecond scan rates 2500 events / second High Speed Data collection utilizes controller trend object Very deterministic data collection Very fast27
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Reliable Data CollectionsTypically about Redundancy and High Availability Complex Many components Multiple points to protect withredundancy Issues to protect for: SW updates Power outages Network outages HW failures28Multiple potential points of failures
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Typical areas to protect:• SW updates• Power outages• Network outages• HW failures29
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 30If the machine is powered, and controlled by PLCthan data is getting collected
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Examples of remote and offlineapplications31Requires either Historian Server on-site, interface node configuredon-site, or very reliable communication
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 32Instead install a Machine Historian module in the application andthe data can be transferred on intervals
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 33
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.When connection is down,the module will store dataand forward the data oncethe connection is back up.34
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.When connection is down,the module will store dataand forward the data oncethe connection is back up.35
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.This also works for off-line applications.Once the equipment is docked – data is transferred !!
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Cost of Ownership Installation typically takes hours Configuration could take hours to days Updates/edits require access to physical PCs37Design, installation & deployment are typically large part of theCost of Ownership equation
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Specifics Embedded application Easy to configure No OS / patches, etc., to maintain Automatic data roll-ups Built-in Web UI38
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ME Benefits39Remote / Off-line Data Low Cost of OwnershipReliable On-Machine DataHigh-Speed Data
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Visualization
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Trending and Visualization in the HMIFactoryTalk View SE Integration Trending of historical data Very fast retrieval of data Extend trends from days, months,years, without speed degradation Utilize native trend withFactoryTalk Historian as a datasource Same trend you use today fortrending live or data log tags, canpoint at Historian SE Support for Parameter passing,dynamic pens and VBA support No Extra Client Pricing Required!41
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.FactoryTalk Historian DataLink Create Excel reports based on ExcelAdd-in Menu Create basic trends Supports Office 2010 using ribbonmenu Embed functions in spreadsheetcells and provide active updates42
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.FactoryTalk Historian ProcessBook Graphical displays based on datafrom the Historian Basic Trending capability DVR capability Publish displays through FT View SEusing ActiveView SQC/SPC Charting BatchView Add-in43
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.FactoryTalk VantagePoint EMIIntegration 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 thecontroller Makes reporting completely transparent to the underlying data source – you onlyneed 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 ofinformation 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 VantagePoint EMI Server Allows for processing of aggregations at the best performing server
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.World Class Trending DeliversActionable Information Visualize Historian SE data withbundled VantagePoint Diagnose and analyze data fromany connected data source Access to real-time andhistorical data Powerful trend functionality -Pan, zoom, stack and synchronize Publish and share trends withothers through the portal Pre-configured trends available inSample Reports Easy model navigation45
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. Create powerful Excel reportsleveraging the VantagePointExcel Add-In Retrieve data from anyconnected data source (Liveor Historical values) Calculate, analyze and formatreports using Excelfunctionality Publish reports to the Portalfor viewing by anyone withaccess to a browserExcel - The Most Common Reporting ToolShared Reports Save Valuable TimeRetrieveData From AnySourceCalculate,Analyzeand FormatPublish to theVantagePointPortal
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 47Powerful Easy to Read Dashboards forInformation at a Glance Create powerful dashboardsthat provide real-time data andkey manufacturing KPIs Dashboards provide dynamicinformation (periodic or ondemand) Drill down capability to providemore detailed information Easy access to all dashboardsvia a browser Pre-configured dashboardsavailable in Sample Reports
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data AccessPart of the Advanced Server Option
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data Access (OLEDB, JDBC) OLE DB Provider, JDBC Allows for rich functionality in interfacing 3rdparty systems to FT Historian OLE DB can make the Historian “look” like aRelational Database Allows customers to develop applications ontop of Historian But still “leave” the data where it is No need for transferring data to otherdatabasesDataAccessOLEDBJDBCWebServicesSDKOPC
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data Access (OPC) OPC DA/HDA Allows for standard connectivity from theHistorian for both real-time data (DA) andhistorical data (HDA) Connects with 100s of OPC clients Certified with OPC ComplianceDataAccessOLEDBJDBCWebServicesSDKOPC
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Data Access (Web Services & SDK) Web Services Services Oriented Architecture (SOA) Integration with non-Windows basedapplications Integration with ERP and BI tools SDK Available for partners to build advancedapplications – visualization, calculationengines, etc.DataAccessOLEDBJDBCWebServicesSDKOPC
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian Typical Architectures
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesSimple Data Source Controller Tags HMI Tags Collection On HistorianServer throughInterface on thesame node Storage On HistorianServer Display HMIControllerHMIHistorianServer
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesMildly Simple Data Source Controller Tags HMI Tags Collection On Interface Node Storage On HistorianServer Display HMIs Now with HMIServerControllersHMIHistorianServerInterfacenodeHMIServerInterface Node• Offloads collection• store-n-forward• Deadbanding donehere• Can consolidate DataCollection for HMI too
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesRedundancy Option Data Source Controller Tags HMI Tags Collection On RedundantInterface Nodes Storage On HistorianServer Display HMIs Now with HMIServerControllerHMIRedundancy• All the capabilities of anInterface Node• Now with failover toprotect data collectionHistorianServerInterfacenodesHMIServer
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesHigh Availability Option Data Source Controller Tags HMI Tags Collection On RedundantInterface Nodes Storage On Historian Server Display HMIs Now with HMIRedundant ServersControllersHMIHigh Availability• Multiple Historianservers available forclients - collective• Now with failoverprotection for reportingHistorianServersInterfacenodesHMIServers
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesAnalysis Layered On Top Data Source Controller Tags HMI Tags Collection On RedundantInterface Nodes Storage On HistorianServer Display On HMIs VantagePoint EMIControllersHMIAnalysis• Add EMI to review datafor long periods of time• Trends, Dashboards,Excel ReportsHistorianServersInterfacenodesHMIServerVantagePointServer
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesAnalysis Layered On Top Data Source Controller Tags HMI Tags Collection On RedundantInterface Nodes Storage On HistorianServer Display HMIs VantagePoint EMIVantagePointServer
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesEnterprise roll up of data Data Source Controller Tags HMI Tags Collection On RedundantInterface Nodes Storage On HistorianServer Display HMIs VantagePoint EMIVantagePointServerHistorian EEServerHistorian Enterprise Edition• Enterprise Historianwith multi siteaggregation capabilityand enterprise visibility
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian ArchitecturesEmbedded Historian Data Source Controller Tags Collection On a ControlLogixmodule over abackplane Storage On Historian ME &forward to HistorianSE for persistentstorage Display VantagePoint EMIVantagePointServerHistorian EEServerHistorian ME• Store & Forward to aPlant Historian• Trends, Dashboards,Excel Reports connectdirectly to the module
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.What’s New?
    • Copyright © 2012 Rockwell Automation, Inc. All rights reserved.What’s New in FT Historian SE 3.01? Historian SE v3.01 Migration Support for FT Historian SE v2.1/2.2 systems FactoryTalk VantagePoint EMI v4.5 Bundled Full Performance Monitor Interface Historian Point source allocation minimum changed from 500 to 50 tags FactoryTalk Batch EVT Interface FactoryTalk View SE v7.0 Trendx support for Historian ME FTView SE Station (network scope) supports Historian SE & ME Historian SE v2.2 patch New SE v3.0 licensing support in v2.2, VantagePoint EMI v4.5 support (PI SDK 1.4 )
    • Copyright © 2012 Rockwell Automation, Inc. All rights reserved.FactoryTalk Historian SE v3.01Microsoft Platform Requirements Server Operating Systems Windows 2008 R2 SP1 (64 bit) Software SQL Server 2008 R2 (32/64 bit) Express or Standard Edition SQL Server 2005 SP4 (32/64 bit) Express or Standard Edition 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)63
    • Copyright © 2012 Rockwell Automation, Inc. All rights reserved.FactoryTalk Historian SE v3.01FactoryTalk Platform Requirements Installation Pre-requisites MS SQL Server Express or Standard 2008 R2 AF 2010 R3 FactoryTalk Services Platform SR 5.1 FactoryTalk Activation SR 5.164
    • Copyright © 2012 Rockwell Automation, Inc. All rights reserved.COMPANY CONFIDENTIAL - Internal Use OnlySummary
    • Copyright © 2012 Rockwell Automation, Inc. All rights reserved.COMPANY CONFIDENTIAL - Internal Use OnlyKey Differentiators ofFactoryTalk 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 Historian VantagePoint EMI – bundled with Historian SE Package Multi-tiered Architecture Based on same platform allowing seamless integration and common client access throughoutthe portfolio66
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Rev 5058-CO900DQuestions?
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Historian Sessions at TechED 201368Session Title TypeMI05Introduction to FactoryTalk Historian: OverviewStrategies for Collecting and Analyzing DataPresentationMI06FactoryTalk Historian Site Edition: Architecturesand Design ConsiderationsDiscussionMI07FactoryTalk Historian Machine Edition: BasicConfiguration in ControlLogix RackLabMI08FactoryTalk Historian Site Edition: Basic Lab onData Collection and ReportingLabMI09 FactoryTalk Historian Site Edition: Advanced Lab LabMI10FactoryTalk Historian Site Edition: ConfiguringRedundancy and High AvailabilityDiscussion
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.For more information69http://discover.rockwellautomation.com/HistorianChirayu ShahProduct Manager, FactoryTalk Historiancsshah@ra.rockwell.comChirayu ShahProduct Manager, FactoryTalk Historiancsshah@ra.rockwell.com
    • Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.Rev 5058-CO900DThank you for participating!Please remember to tidy up your work area for the next session.We want your feedback! Please complete the session survey!