Vijeo Historian 4.0 Guideline

Vijeo Historian 4.
Guideline
Summary
Installation requirements
Hardware requirements
Software requirements
System and Network
Vijeo Historian Installation
Vijeo Historian Configuration
Vijeo Historian Reporting tools

Excel Client
Web Client
Microsoft Reporting Services
Vijeo Historian Guideline V1.0 EN

2
Installing Message Queuing services (MSMQ)
Installing Internet Information Service (IIS)
Activating Microsoft Advanced Data Connector (MSADC)
System and Network

3
During installation of SQL Server 2005, Windows Installer creates temporary files on the
system drive. Before you run Setup to install or upgrade to SQL Server 2005, verify that
you have 1.6GB of available disk space on the system drive for these files. This
requirement applies even if you install SQL Server components to a non-default drive.
VJH Server:
Processor Type Pentium IV-compatible processor required
Processor Speed Minimum: 1 GHz (Recommended: 1,8 GHz or higher)
Memory (RAM) Minimum: 1 GB (Recommended: 2GB or more)
Hard Disk space small 10 GB, medium 60 GB, large installation 300 GB
VJH Client:
Processor Type Pentium III-compatible processor required
Processor Speed Minimum: 600 MHz (Recommended: 1 GHz or higher)
Memory (RAM) Minimum: 512 MB (Recommended: 1GB or more)

4
Operating System:
Windows XP Professional Edition and SP2 Intended for demonstration machines
and small customer systems with <1500 pts
Windows 2003 Server Edition and SP1. The recommended installation for the
majority of customers systems with >1500 pts
You must have Administrator rights on your machine before installing Vijeo Historian
Additional components:
The SQL Server 2005 Setup requires Microsoft Windows Installer 3.1 or later and
Microsoft Data Access Components (MDAC) 2.8 SP1 or later.
Windows components Message Queuing Services.
Special recommendation for the Web Server:

Internet Explorer 5.5 sp2 (or later)
Internet information Services (IIS)
Microsoft Advanced Data Connector (MSADC)

5
If you are using a pre-existing installation of
SQL Server 2005, you need to check that
Microsoft SQL Server 2005 Backward
Compatibility Components are installed.
Also, ensure that either the Windows firewall is

disabled (if running on a network with a corporate
firewall), or that the relevant ports for SQL Server
2005 are enabled. Otherwise client connection
doesnt work.

6
Installing the appropriate international version of MDAC prior to the
installation of the VJH clients
A Vijeo Historian Server and the Vijeo

Historian analysis tools require the
installation of MDAC to enable
communication.
If you are on English-based operating

system, the installation of MDAC takes
place automatically.
On the CD splash screen, select MDAC.
Select the appropriate version from the

list that appears.

7
Installing Message Queuing services
Microsoft Message Queuing (MSMQ) is a Windows

component that facilitates distributed transactions
and message delivery.
If MSMQ is already installed (i.e. the box is already

checked), you will have to firstly uninstall it to correct
the default Active Directory configuration.
Click on the Details button. This will make the Message

Queuing dialog appear, presenting a list of sub
components. Make sure Active Directory Integration is
NOT checked. Click OK.

8
IIS enables Internet-based delivery of your

production data to the Reports Web Client.
IIS is a Windows component that must be activated

prior to the installation of the Reports Web Server
software.
The wizard will configure the components and may

request the Windows system CD to add the
selected components to the operating system.
When prompted, click Finish. You need to restart Windows to enable the IIS functionality.

9
Check if the folder MSADC is present.
If it is not, you will need to activate it.

1
0
1) In the Alias field, type MSADC.
2) In the Directory field, browse to or enter

the path to your MSADC folder.
3) Tick the first three

boxes as shown below.

1
1
System and Network
For security reasons, it is recommended to install VJH in a domain.
Installation in a Domain:
Remove the server from the domain
Join a Workgroup (connection with user and password Administrator of your
machine)
Install VJH (follow the next slides)
Join the domain again.
Installation in a Workgroup:
Follow the next slides

1
2
End of the installation
requirements
In this part you have covered the following topics:
Installing Message Queuing services (MSMQ)
System and Network

1
3
Installation
Autorun
Microsoft SQL Server 2005

1
4
Installation
Autorun
After prepared all the required software and hardware, you can launch the
installation of Vijeo Historian 4.0.

1
5
Installation

1
6
Installation

1
7
Installation
The login is CSRAdmin and the default
password is AAC300.
For security reasons, you must change the

default password with unticking the case and
giving a password with 8 characters
minimum.
You can leave the default instance

(SCADAREPORTS) or choose another one.
Make sure the Install Default Reporting Services

configuration checkbox is ticked.
Otherwise you will have to do the configuration of the
Report server manually.

1
8
Installation
Once you have installed Vijeo Historian, there are some configuration settings you need to
confirm for your existing SQL Server to ensure the everything functions efficiently.
enabling TCP/IP
enabling named pipes
setting authentication to mixed mode
adjusting the maximum memory usage to ensure resources are available to Vijeo
Historian components.

1
9
Installation
Enable Named Pipes and TCP/IP
Restart the SQL Server. You should also confirm that the SQL Server Browser is running.

2
0
Installation
You can now exit the SQL Server Configuration Manager.
Launch SQL Server Management Studio (Start | All Programs | Microsoft

SQL Server 2005 | SQL Server Management Studio).

2
1
Installation
If the setting for Maximum Server Memory represents all

the available memory on the computer, reduce the value by
500MB to ensure resources are always available to other Vijeo
Historian components.

2
2
End of Installation

Installing Vijeo historian with the autorun

2
3
Configuration
Vijeo Historian Server Manager

Data sources
Live Data
Historian Data
MS SQL Server 2005

2
4
Configuration
CitectSCADA Reports Server Manager
You can now configure your Historian Server.

Launch the Server Manager (Start | All Programs | Schneider Electric | Vijeo Historian |
Server | Server Manager).

2
5
Configuration
The pane on the left is where The pane on the right will display the
you add your Vijeo Historian contents of a branch or folder when you
Servers and data sources. click on it, much in the same way
Windows Explorer works

2
6
Configuration
Define the instance of your server
MachineName\InstanceName
By Default the instance is

SCADAREPORTS

2
7
Configuration
Name your configuration database

2
8
Configuration
Your Vijeo Historian Server is now

established in the Server Manager

2
9
Configuration
Data sources
List of data sources:
SCADA systems (Vijeo Citect

6.1)
Microsoft SQL databases
Oracle databases
All Data Sources must be located in

the same network domain as the
Vijeo Historian Server.

3
0
Configuration
Data sources Vijeo Citect 6.1
Enter a valid Vijeo Citect user login: a recognized

User name and Password as defined in the
SCADA system's configuration settings.
The data source schema is not dynamic. If the Vijeo Citect project is modified, you will
need to re-import the schema for the Historian Server to recognize the changes.

3
1
Configuration
Data sources Vijeo Citect 6.1

3
2
Configuration
Data sources SQLDatabase

3
3
Configuration
Publishing Data Live data
Structuring published information folders

Dragging or copying folders (and their
content) from the Data Sources or Historian
branch to produce folders
Creating new folders

3
4
Configuration
Assigning permissions to public information.
Applying permissions to the folders in the Published Data directory allows you to control who
has access to the data presented.

3
5
Configuration
Assigning permissions to public information

3
6
Configuration
Historian data
The Historian component of Vijeo

Historian allows you to store the
information retrieved from your
SCADA system.
The creation and management of an

Historian database is achieved via the
Historian Maintainer, a component
of Vijeo Historian that controls the
interaction with SQL Server 2005.

3
7
Configuration
Historian data
Establish a connection to an SQL Server

3
8
Configuration
Historian data
Create a new Historian database

3
9
Configuration
Historian data

4
0
Configuration
Historian data

4
1
Configuration
Historian data - Tags
Configuring your Historian to log plant data:
Drag-and-drop the selected item(s) into the appropriate
folder of the Historian branch.

4
2
Configuration
Historian data - Tags
Turn logging on and off for an individual tag
Apply a deadband to a logged attribute

4
3
Configuration
Historian data - Alarms
To store Vijeo Citect alarm data, you need to ensure logging is

enabled in the Vijeo Citect system.
Apply a value to the parameter in citect.ini:
[ALARMLOG]NumFiles

4
4
Configuration
Historian data - Alarms
To log alarms: copy the cicode file called CSRFunctions.ci from the HOTFIX directory
on the install CD to the User Include folder of his Citect installation. Without this cicode
file alarm logging will not work period.

4
5
Configuration
Publishing Data Historian data

4
6
Configuration
Publishing Data Historian & Data Services
The Historian Service polls the set of selected tags and alarms on Vijeo Citect and logs
any required change of state.
To implement a new or existing Vijeo

Historian Server, you need to set it as
the active server.
Start the
Historian Service

4
7
Configuration
Publishing Data Historian & Data Services
Confirm that the Server and Database settings are

correct for the Vijeo Historian Server.
Check the icon in the Windows taskbar:

Start Stop

4
8
Configuration
MS SQL Server 2005

4
9
Configuration
MS SQL Server 2005

5
0
End of Configuration
Configuration of the Vijeo Historian Server Manager

Data sources
Live Data
Historian Data
Link with MS SQL Server 2005

5
1
Vijeo Historian Client tools
Excel Client
Publish Live Data
Publish Historian Data
Web Client
Publish Live Data
Publish Web Page

5
2
Excel Client
The Vijeo Historian Excel Client is an application that operates within Microsoft Excel,
allowing you to create spreadsheets and charts that draw data directly from the
information published on a Historian Server.

5
3
Excel Client
Preparing to use the Excel client
Enabling the Excel Client macros.
Trusting Visual Basic Scripts in Office

XP
1 Go to the Tools menu in Excel.

2 Select Macros and then Security.
3 Go to the Trusted Sources tab and
make sure Trust access to Visual Basic
Project is selected.

5
4
Excel Client
Create a new spreadsheet
Now, the Vijeo Historian toolbar is

displayed

5
5
Excel Client
Connect to a Historian Server
Select your Server and the database. By design

it is called CitectSCADAReports even if you gave
another name to the database
Give the User Name and Password of the User

that you defined in the VJH Server Manger
Choose the VJH Data Selection

5
6
Excel Client
Publish Live Data
Select the Data

you want to
analyze
To customize
your Report

5
7
Excel Client
Publish Live Data
Refresh the Data

5
8
Excel Client
Select the Data you

want to analyze
Put the parameter you

want:
EndDateTime, duration
and Period

5
9
Excel Client
Tick the Table View to see a List

of the selected Tags

6
0
Excel Client
Tick the Chart to see a Graph

of the selected Tags

6
1
Web Client
The Vijeo Historian Web Client enables users to view and manipulate
the data published on the Historian Server within Internet Explorer.

6
2
Web Client
Follow the recommendations to set

up your VJH Web Server page as a
Trusted Site

6
3
Web Client
In Control Panel | Administrative Tools | IIS:

Select Application Protection Low

6
4
Web Client
User Name and Password

6
5
Web Client
Double click on the

tag you want to display
Click on Refresh
Data to update the
graph or the Data List
Historian Data is
Time-series
Live Data is
Snapshot

6
6
Web Client
Live Data
You can choose how to display

the values (Cross Tab, Line, Data
List)
You can Refresh Data

automaticaly selecting Settings |
Snapshot

6
7
Web Client
Data Logging
You can choose how to display

the values (Data List, Line,
Histogram, X-Y)
You need to click on Refresh

Data to update the values
Put the parameters you want

6
8
Web Client
Publish web page
Refresh the
Web client to
update the
publish folder
Web Page

6
9
End of Vijeo Historian
Client tools
Excel Client
Publish Live Data
Web Client
Publish Live Data
Publish Web Page

7
0
Microsoft SQL Reporting
Services
Configuration
Reporting Services Configuration
Activate the Historian User Functions
Building Reports
SQL Server 2005 Business Intelligence Development Studio
Publishing Reports
Display a Report in the Web Client

7
1
Services
Configuration

7
2
Services
Configuration
Click on the Connect button. The

Configure Report Server page will appear.
The list of items to the left of this

page allows you to view and adjust
the settings for Reporting Services.

7
3
Services
Configuration
Change the
Credentials Type to
SQL Server Account
Specify a SQL Username and Password

with Administrative rights to the
Reports server database (ie CSRAdmin)

7
4
Services
Configuration
In the Credentials Type field change from Service Credentials to SQL Server Credentials.
You may need again to specify an Account Name and Password, use the SQL Username and
password CSRAdmin.
Database setup should

have a green tick

7
5
Services
Configuration
The Historian User Functions are installed with

VJH, however, they need to be activated using
the Historian Maintainer to become functional.
Click on To create User Functions for reporting

click here.

7
6
Services
Building Reports
Using the historian User Functions in SQL Server 2005
The Historian User Functions can be used in SQL Server 2005 Business Intelligence
Development Studio to run basic queries against the Historian database.

7
7
Services
Building Reports

7
8
Services
Building Reports

7
9
Services
Building Reports
Select a New data source and give a name

to your data source.
Confirm that Microsoft SQL Server is

selected as the data source Type.
To create a Connection string, click on the

Edit button. This will call up the Connection
Properties dialog.

8
0
Services
Building Reports
Select the SQL Server that hosts your Historian
database.
It is recommended you use SQL Server

authentication.
If the log in is successful, choose the database you

would like to query.
The Connection string will now appear on the Select

the Data Source page of the wizard.

8
1
Services
Building Reports
Design the Query page of the Wizard.
When launched, select the Generic Query Builder

by clicking on the following icon
To access the Historian User Functions, click on the

Add Table icon on the Query Builder toolbar.
Select the Functions tab and the Historian User

Functions will appear in the list of available
functions. They have (usr) at the end of the
function name.

8
2
Services
Building Reports
Select the required User Function and click the Add button.
The function will now appear in the Query

Builder, ready for implementation.
Tick the boxes next to the field you want to add

to the query.
Add the parameters to the query. You can find

the parameters in the Help of VJH

8
3
Services
Building Reports
Select the Report Type: (select Matrix).

Design the table.

8
4
Services
Building Reports
Choose a style.

8
5
Services
Building Reports
Summary of all the reports details. Name it and
click finish.
The Report will be displayed in its Layout view

8
6
Services
Building Reports
Before previewing the Report,

click the Save All button.
Then Click the Preview tab.
Enter a tag in the variable

fields and the Start and End
Time of the range of records
you wish to display.
Click View report.

8
7
Services
Building Reports
To add a graph:
In the Data Tab, create a New dataset.
Create table using HistorianGraph function.

8
8
Services
Building Reports
To add a graph:
Select the Layout tab

and use your mouse to
enlarge the display area
of the graph.
Click the Toolbox

button on the main
menu
Drag the chart item

into the work area.
Open in View :
Dataset

8
9
Services
Building Reports
To add a graph:
Drag and drop the fields into

the areas indicated in the
graphic below.
Right click the graph and

choose Properties from the
menu.

9
0
Services
Building Reports
To add a graph:
Edit the Chart

value
Format the Chart
Save All and

Preview

9
1
Services
Publishing Reports
Click View | Solution Explorer and right click on your solution name. Choose
properties.
Ensure that you have specified the correct "TargetServerURL". If you are using the default
instance of SQL Server that we install as part of the package this will most probably be:
http://localhost/ReportServer$SCADAReports

9
2
Services
Publishing Reports
Deploy the
Report

9
3
Services
Publishing Reports
Check your Reports virtual directory in IIS (Start | Settings | Control Panel |
Administration tools | IIS):
Application Protection must

be in Low (IIS process)

9
4
Services
Publishing Reports
Go to the Directory Security tab and disable Anonymous access.

9
5
Services
Publishing Reports
After a successful deployment you should be able to open a browser on a client
machine and specify the following URL to view the deployment:
http://<machine name OR IP address of report server>/Reports$SCADAReports

9
6
Services
Publishing Reports

9
7
Services
Publishing Reports
Choose Web Page as the format and copy the URL of the report and paste it into the
expression field. Put the name of your machine if you want to have a remote access.

9
8
Services
Publishing Reports

9
9
End of Microsoft SQL
Reporting Services
Configuration
Building Reports
Publishing Reports

1
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The End

1
0

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Vijeo Historian 4.

Vijeo Historian Installation

Vijeo Historian Configuration

Vijeo Historian Reporting tools

Microsoft Reporting Services

Vijeo Historian Guideline V1.0 EN

System and Network

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

Windows components Message Queuing Services.

Special recommendation for the Web Server:

Vijeo Historian Guideline V1.0 EN

Also, ensure that either the Windows firewall is

Vijeo Historian Guideline V1.0 EN

A Vijeo Historian Server and the Vijeo

If you are on English-based operating

On the CD splash screen, select MDAC.

Select the appropriate version from the

Vijeo Historian Guideline V1.0 EN

Microsoft Message Queuing (MSMQ) is a Windows

If MSMQ is already installed (i.e. the box is already

Click on the Details button. This will make the Message

Vijeo Historian Guideline V1.0 EN

IIS enables Internet-based delivery of your

IIS is a Windows component that must be activated

The wizard will configure the components and may

Vijeo Historian Guideline V1.0 EN

Check if the folder MSADC is present.

If it is not, you will need to activate it.

Vijeo Historian Guideline V1.0 EN

2) In the Directory field, browse to or enter

3) Tick the first three

Vijeo Historian Guideline V1.0 EN

For security reasons, it is recommended to install VJH in a domain.

Vijeo Historian Guideline V1.0 EN

In this part you have covered the following topics:

System and Network

Vijeo Historian Guideline V1.0 EN

Microsoft SQL Server 2005

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

For security reasons, you must change the

You can leave the default instance

Make sure the Install Default Reporting Services

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN

You can now exit the SQL Server Configuration Manager.

Launch SQL Server Management Studio (Start | All Programs | Microsoft

Vijeo Historian Guideline V1.0 EN

If the setting for Maximum Server Memory represents all

Vijeo Historian Guideline V1.0 EN

In this part you have covered the following topics:

Microsoft SQL Server 2005

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Server Manager

MS SQL Server 2005

Vijeo Historian Guideline V1.0 EN

You can now configure your Historian Server.

Vijeo Historian Guideline V1.0 EN

Vijeo Historian Guideline V1.0 EN