MatrikonOPC Desktop Historian

Quick Start Guide

This document is designed to get you up and running on MatrikonOPC™ Desktop Historian as
quickly as possible.

Getting Started
You must have already installed the product to use this Quick Start Guide. For installation
instructions, refer to the Installation section in the MatrikonOPC Desktop Historian User’s Manual
that accompanies the product software.
Before you can begin, please perform the following tasks, and/or install the following tools/software
on your machine:
 If an earlier version of the MatrikonOPC Desktop Historian is already present, please ensure
that the Microsoft Windows Service called MatrikonOPC Desktop Historian is stopped
prior to installation of this version.
 License MatrikonOPC Desktop Historian. For details, refer to the Licensing Procedures
document installed with the product software. A 30-day temporary license is provided
upon installation.

Working With MatrikonOPC Desktop Historian

To create multiple instances of MatrikonOPC Desktop Historian:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC Desktop Historian Instances Manager.
2. Enter the instance name in the New Instance Name field.
3. Click on the Add button to add the instance.
To launch MatrikonOPC Desktop Historian:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC Desktop Historian.
2. The MatrikonOPC Desktop Historian configuration window appears.
To set up and configure MatrikonOPC Desktop Historian:
1. From the Configuration window, in the tree-view pane, select and expand the following
nodes: Desktop -> Localhost -> OPC Desktop Historian -> Options -> Data Storage
Management
2. Select the instance that you want to configure.
3. Click on the Configure item under the selected instance to display the Data Storage
Management page.
4. In the Desired file format field, select the required format from the drop-down list. For
more information on this topic, please consult the MatrikonOPC Desktop Historian User’s
Manual.
5. Click on the Apply button. Accept any file change warning messages that appear.
6. From the Configuration window, select and expand the following nodes: Desktop ->
Localhost -> OPC Desktop Historian -> Data Collection Management.

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 7. Select the instance that you want to configure.
8. Click on the Configure item under the selected instance to display the Data Collection
Management page.
9. By default, the MatrikonOPC Desktop Historian is pre-configured to archive the Random
group of tags from the MatrikonOPC Server for Simulation. To delete, simply select the
unwanted cells and then click the button with the red X on the menu bar (Mark Items for
Deletion). The selected cells turn red. Click on the Commit button.
10. To add tags to be archived, choose the required server in the Source Data Server field and
then click on the Browse button.
11. Choose the tag (or tags) to be added from the browse list and define the Update Rate.
12. Click on the Add Selected Tags button. The tags are then added to the Tag Management
window.

Working With Scheduled Transfer

To create multiple instances of MatrikonOPC Desktop Historian:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC History Transfer Instances Manager.
2. Enter the instance name in the New Instance Name field.
3. Click on the Add button to add the instance.
To launch Scheduled Transfer:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC Desktop Historian.
2. The MatrikonOPC Desktop Historian configuration window appears.
To set up and configure Scheduled Transfer
1. From the Configuration window, in the tree-view pane (navigation pane on the left side of
the screen), select and expand the following node: Desktop -> Localhost -> OPC
Desktop Historian -> Scheduled Transfer-> Main Transfer
2. Click on the Configure item displayed under the Management node.
3. On the Right side pane History Transfer Configuration toolbar provides commonly used
commands to create a new or modify existing history transfers.
4. Click on New History Transfer button on toolbar to open History Transfer Properties
screen. Users can set properties for new or existing history transfer in the History
Transfer Properties screen.
5. In the History Transfer Properties screen, click on ellipse button next to Data Source to
browse for HAD server. Similiarly browse for Data Destination.
6. Click on Configure Tag Mappings to open Histroy Transfer Tag Mapping window.
Configure Tag Mappings for this transfer.
7. Click on ellipse button Next to Source and Destination , to browse for tags. Choose the tags
to map. Click on Map Selected. The tags are respectively added to the Mapped Source
Items and Mapped Destination Items columns.
8. Click Save button to save history Transfer Properties.

MatrikonOPC Desktop Historian v5.1.0 Quick Start Guide 2

Working With Event Transactions
To launch Event Transactions:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC Desktop Historian.
2. The MatrikonOPC Desktop Historian configuration window appears.
To set up and configure Event Transactions
1. From the Configuration window, in the tree-view pane (navigation pane on the left side of
the screen), select and expand the following node: Desktop -> Localhost -> OPC
Desktop Historian -> Event Transactions-> Management
2. Click on the Configure item displayed under the Management node.
3. On the Right side pane Event-Transaction Editor opens.
4. Click the Event Sources button.
5. The Event Source Configuration screen is displayed.
6. Right-click your mouse anywhere in the panel on the left and select Add Event Source
from the displayed menu. New event source will be added in the left panel.
7. Enter required value for Name of Event Source, Number of Conditions Required for
Event Source to Fire, Initialization Delay and Calculate Conditions Every.
8. Click on the Add a Condition to this Event Source button (see the top-right corner of the
screen) to create a new condition for this event.
9. From the Event Transaction Management screen, select the New Transaction button.
10. The Transaction Configuration screen is displayed.
11. Choose settings for the various fields and click Apply button.

Working With FileCollector

To launch FileCollector:
1. Click on the Windows Start button and select Programs -> MatrikonOPC -> Desktop
Historian, and then select MatrikonOPC Desktop Historian.
2. The MatrikonOPC Desktop Historian configuration window appears.
To set up and configure FileCollector
1. From the Configuration window, in the tree-view pane (navigation pane on the left side of
the screen), select and expand the following node: Desktop -> Localhost.
2. Click on the Configure item displayed under the FileCollector node.
3. File-collecting parameters are configured on the Collection Configuration tab.
4. For more details on what each configuration parameter does, refer MatrikonOPC
FileCollector User Manual

MatrikonOPC Desktop Historian v5.1.0 Quick Start Guide 3

For More Information
Should you require more details, please refer to the MatrikonOPC Desktop Historian User’s Manual.
For assistance, please contact MatrikonOPC Support.
The MatrikonOPC Customer Services department (www.opcsupport.com) is available 24 hours a
day, seven days a week. Contact MatrikonOPC Support using the information below, or send an
email (support@MatrikonOPC.com).
For Monday to Friday daytime support requests, contact MatrikonOPC Support using the following
regional phone numbers.

Region Office Hours Contact Information

North America
8:00am-5:00pm +1-877-OPC-4-ALL
UTC/GMT -7 hours (MST)
Europe /Africa * +49-221-969-77-34
9:00am-5:00pm
UTC/GMT +1 hours (CET) (Request OPC Support)
Australia/Asia * +61-2-4908-2198
9:00am-5:00pm
UTC/GMT +10 hours (AEST) (Request OPC Support)
* Toll-free regional numbers coming soon!
For after-hours support in all regions, please use the following number. There is no extra charge
from MatrikonOPC for calling their after-hours support number.

Region Contact Information

All +1-780-231-9480

MatrikonOPC Desktop Historian v5.1.0 Quick Start Guide 4