Citect Historian Technical Overview.pdf

Connecting people .............................................................. 3The next generation historian ............................................... 4High performance ................................................................ 5CitectHistorian Server .......................................................... 6Universal connectivity .......................................................... 7Historian architecture ........................................................... 8Data analysis ..................................................................... 10Process Analyst ................................................................. 13Improve operations with Process Analyst ........................... 14Data exchange and integrity check .................................... 16Powerful configuration ....................................................... 18Data access via Web and Excel Clients ............................. 20Connecting people toinformation throughoutthe enterpriseCitectHistorianProprietary SolutionScalabilityr Limited2 Easy3Operation & Optimization Global Support .......................... 24CSR Resolution ................................................................. 26Educational Services ......................................................... 27At a glance> 100% pure Microsoft ® SQL Server ® historian> Powerful, easy-to-use reporting tools> Intuitive visualization tool, Process Analyst, toeasily view and analyze plant processes on asingle, integrated display> Out-of-the-box sample reports, such as alarmmanagement reports based on EEMUA 191guidelines, and energy reports> Open technology bridges plant to businessdivide> Integrates with business applications andMicrosoft Office> Compares time or variable-grouped querieswith trend information from historic recordsCitectHistorian ® Server> Plant floor connections> Business system connections> Data transfers> Logging data> ActiveX scripts> Security control> Publishing data> Microsoft Excel ® ClientCitectHistorian Web Client> Internet Explorer ® Client> Encrypted security> Favourites> Plant floor data> Historical data> Database datasets and time‐series data> Process Analyst> Reports Deployment ManagerHistorian> High speed data acquisition and logging> OPC quality status and sub‐status flags> Scalable to large volume of tags> Deadband compressionIn the demanding world of continuous process control, accessingaccurate and timely plant data is crucial. As your enterprise grows, sodoes the volume of process data and the demand to translate it intorelevant and actionable information for operations and managementstaff. Yet too often, organizations struggle with connecting andretrieving the relevant information from their plant and IT systems.When they do succeed, often managers cannot make effective use ofthe core manufacturing data, essential for controlling operating costs,because the data is too complex.CitectHistorian helps your plant and IT personnel to optimizeoperational efficiency by providing a powerful, enterprise-widereporting tool that collects, historizes and delivers meaningfulreporting data from multiple, disparate systems. By using theinformation provided by CitectHistorian, you will be able tomake more effective decisions toward optimizing operationalperformance.Comprising historian and portal functionalities, CitectHistorianenables you to accurately store data for long-term reportingwhile also giving you the option of visualizing and accessing theinformation through the CitectHistorian portal, Microsoft Excel orReporting Services.CitectHistorian improves production reporting and ad-hoc analysisby connecting, aggregating and presenting real-time informationfrom multiple disparate systems throughout the enterprise, allowingcorporate, IT, plant and production managers to make moreinformed and timely decisions.Based on open, standard technologies, CitectHistorian integratesyour plant and business information systems to facilitate improveddecision making, leading to increased production and profitability.CitectHistorian vs. ProprietaryTotal Cost of OwnershipComplexityOpennessIntegration with other systemsUpgradabilityTrainingLowLowHigh - Microsoft SQL ServerEasy and minimal costWith Gold Support membershipMinimalAn inclusive, secure and open platform, CitectHistorian allowscontrolled access to both plant floor and business databaseinformation by any division within your organisation, and in a contextthat is tailored to each individual.Using familiar, easy-to-use tools and processes, production, qualityassurance, maintenance, sales and even customers can access thelatest information using a wide selection of viewing clients.Link every aspect of your business, from the plant floor rightthrough to remote Internet clients, without disrupting the dailyrunning of the plant.Thanks to an easy-to-use configuration environment, you willbe able to see plant data on-screen within minutes, not days.Integrating plant and business information has never been easier!ConnectCitectHistorian connects people to information throughout theenterprise from multiple disparate sources, including productioncontrol and business systems.Capture and storeProduction data is transitory, changing state in real time ratherthan the hourly resolution with which business users are familiar.CitectHistorian captures and stores transitory data for reporting andanalysis.PresentWhether you need to analyze your productivity information in aspreadsheet or distribute it across the Internet, CitectHistorianproduces accurate real-time and historical reports visible throughMicrosoft Excel or web Internet or Intranet clients.rrrrrrHighHighVariableDifficult and costlyNot easily availableTime consuming and costly3

CitectHistorian ServerUniversal connectivityThe CitectHistorian Server lets you decide what data you needwithout interfering with the running of the plant. And, you don’tneed to be an expert in your plant’s control system, MicrosoftSQL Server or Oracle. It is an easy-to-use, out-of-the-box offeringthat requires only a few simple mouse clicks to install, set up andview data.Server ManagerThe CitectHistorian Server Manager is used to configure variousaspects of CitectHistorian, including:> Plant control system connections> Database connections> Viewable (published) data> Security access> Tasks> Events> Logged data (historian)Plant floor connectionsThe CitectHistorian Server connects to one or more plant controlsystems via OPC. When connecting to a control system, noknowledge of it is required because the CitectHistorian Server willautomatically import the tags, trends and alarms, making themavailable for immediate publication. Bi-directional data transferallows data to be read from, or written to (with security privileges),plant control systems.Database connectionsThe CitectHistorian Server supports connections to both MicrosoftSQL Server and Oracle databases. Once the database data sourceis created, it will automatically load the table structure. You can thenstart using this database. Two typical requirements include:> Data archiving> Plant control system connections integrating plant floor data withexisting third-party applications or ERP systemsCitectHistorian has been designed to handle both of theserequirements.100% MS SQL Server historianCitectHistorian utilizes 100% Microsoft SQL Server 2008 R2 asits embedded historical data store. This industry standard bridgesthe gap between plant and business systems through a commonserver which is well-known and trusted amongst IT professionals.Additionally, its open, industry standard technology and trustedsecurity integrate effortlessly into your business and, with MicrosoftOffice, in a way that lowers your Total Cost of Ownership. Thesimple roll-out of familiar Microsoft SQL technology results inreduced installation costs and little or no training time and expense.Working closely with the Microsoft SQL Server team, we havedeveloped a new generation of reporting technology. CitectHistoriancombines high data storage capacity directly in the SQL Server withindustry-leading data transfer speeds.Using the power of Microsoft SQL Server, information from plantsystems and business applications is interconnected to provide youwith a single view of the enterprise using industry standard reportingtools. You can share files, email PDFs or use the web portal. Thisenables personnel at all levels to see where changes could bemade to improve operations.OPC HDA ServerOPC HDA Server is offered as standard protocol for CitectHistorian,closing the gap between systems by freely connecting tomanufacturing execution systems (MES), such as SchneiderElectric’s Ampla product. This connectivity can help deliver a fullyintegrated solution, enabling you to benefit from the latest productand services innovations from a single provider.Using OPC standards allows for:> The movement of information vertically fromthe factory floor throughout an enterprisewith multi-vendor systems> The interoperability between devices ondifferent industrial networks from multiplevendorsOPC DA ClientOPC DA Client, an industry standard protocol, is also availablewith CitectHistorian, extending its open connectivity to any thirdpartySCADA system so you get a complete picture of every plantdata source.OPC DA Client is configured as a data source in CitectHistorianwhich enables you to specify a redundant OPC Server per datasource. The OPC DA data source connects to OPC DA V2 andV3-compliant devices, allowing you to obtain data from anySCADA system.Seamlessly connect productionand business systemsOften, expensive proprietary reporting tools are installed in attemptsto bridge the divide between senior management and plantoperations. CitectHistorian reduces the complexity and cost of thiseffort through its simple, easy-to-use interface and its active datatransfers that can push data from the control systems up to thebusiness systems.CitectHistorianThat way, senior management’s process evaluation and decisionmakingare expedited, with the right levels of process data madeaccessible in a business-focused format.CitectHistorian is one of the industry’s ‘most open’ historiansdesigned to help you improve plant operation and management.By using these industry standard protocols, this integrated decisionanalysis solution will help bridge the gap between production andbusiness systems. Consequently, companies are better able toanalyze performance and more effectively manage ever-changingmarket demands.This open architecture allows you to extract maximum value fromthe huge volumes of process data and realize benefits such as:> Reduction in project engineering costs and implementationtimes, with an improved interface that enhances visibility.> Reduction in maintenance costs, with one standardizedconnectivity platform replacing multiple project solutions.> Reduction in the load on systems, enhancing assetoptimization.> Assists in achievement of compliance with industry standards viadefined best practice implementation processes.> Fully integrated systems, with plant and corporate datamore readily combined and available, enabling timelybusiness decisions.> Freedom to access manufacturing system data through asingle point to business applications.> Secure, long-term storage of data in a standardized format.With CitectHistorian, it is no longer a struggle to connect to and getthe relevant information out of your plant and IT systems.Web Client Excel Client MESProcessAnalystReportsDeploymentManager6 7The CitectHistorian Server: Setting permissions forcontrolled access and setting new event properties.6 7 13CitectSCADAOther SCADADevicesOPC DACorporateApplicationsDatabaseCorporateApplicationsEmailCorporateApplicationsWebCitectHistorian’s open connectivity extends to any third-party SCADAsystem and even to the device level, providing you with a completepicture of plant data sources.

Data analysisPowerful reportingCreating professional reports and deliveringthem to the correct people are simplifiedwith CitectHistorian. It uses the graphicalquery builder and report generationcapabilities of Microsoft Reporting Servicesto deliver drag-drop-and-click reporting ofany data from the historian.With CitectHistorian, you can now producea range of reports using a convenientbuilt-in historian in the familiar, openMicrosoft user interface which only anembedded Microsoft SQL Server makespossible. The combination of the powerfulreporting tool and Process Analyst makesit easier for you to make sense of the vastvolumes of generated data. The reportscan be built using stored procedures andparameterized views (table value functions)that are defined within the historiandatabase, or can be directly driven by thedata in the historized tables.The stored procedure interfaces enable thedata, which is stored only when the datachanges, to be returned as a set of timeseriesdata (i.e. 30 second averages). Thedata can be based on raw values or byinterpolating between recorded values.The parameterized views (table valuefunctions) also process the raw data with afocus on enabling the data to be grouped.Reporting often requires the maximum of avariable during the production of a productor the total for a set of production runs,or even just the runtime for a device (or alldevices) within the system.These views easily allow the user to querystatistical data, including maximum,minimum, average, total, count or on-timeof any variables or conditions. Thesevalues can be grouped by time, the valueof a tag (such as a batch ID), an event(such as a pump running) or by an alarm(allowing reports for the data precedingeach occurrence of an alarm). Views canalso provide an alarm summary and alarmevent lists.Reports are generated using MicrosoftReporting Services. By using anindustry standard report generation tool,CitectHistorian reduces the cost of reportdevelopment training. Reporting Servicesprovide templates for report design, a dragand-dropenvironment to extend the basereports and a full-featured reporting systemcompatible with every other major business.Once generated, reports are deployed tothe CitectHistorian server and scheduledto run based on an advanced scheduler.Scheduled reports can be sent to managersby email or recorded in a file share. In eithercase, the user is able to select to receivethe report as HTML, PDF or an Excelspreadsheet. In this way, reporting data canact as a secure record or as a starting pointfor more detailed plant analysis.Reports are accessable via URL. Thisenables them to be integrated into theCitectHistorian Web Client, CitectSCADA orany corporate reporting system.Reports are enhanced with advancedcharting controls and gauges facilitated byMicrosoft SQL Server 2008 R2.Alarm rationalizationand alarm managementreports (EEMUA 191guidelines)Alarm systems have been long an intrinsicpart of plant safety management. Theyplay a critical role in alerting operators toa change in operations at a process plant;inform operators about the nature of thechange; and guide operators to implementcorrective action.Poor alarm management results in:> Increased downtime> Reduced plant productivity> Reduced quality> Reduced operator effectiveness> In the worst-case scenario, seriousindustrial accidents> Increased insurance premiumson plant equipment or finesCitectHistorian, the plant-wide reportingtool, is capable of accurately recordingalarm data and tag values at high speed.Such a tool can help engineers andoperators gather and organize alarm datafrom across their entire site.Alarm management is a set of procedures,practices, tools and systems thatjointly assists a plant’s alarm system iseffective throughout the life of the plant.CitectHistorian provides pre-configuredalarm rationalization reports based on theEEMUA (Engineering Equipment & MaterialsUsers Association) 191 alarm managementguidelines.With alarm management reports, operatorsare provided with more meaningful andactionable information. The reports aredesigned to improve the average andmaximum number of alarms per hour,operator response times, usability andrelevance. As a result, there are fewerincidents and less downtime.Comprehensive energy reports tomanage energySchneider Electric’s Energy Management offer delivers a unique andeffective approach to energy efficiency, connecting automation andcontrol with energy monitoring to optimize energy consumption.By delivering reliable, accurate energy consumption data in contextwith production variables, customers gain insight into the efficiencyof the operating environment while effectively removing energywaste in the process.Today’s plant historians can play a key role in energy managementinitiatives. By capturing energy-related information, users can betterunderstand energy usage over time and have a way to gaugewhether agreed energy management procedures are being followed.Plant historians can be used to identify inefficient plant equipmentor processes, diagnose unexpected anomalies in power usageand make real-time adjustments to optimize energy efficiency andsave costs.CitectHistorian comes with ready-to-use energy reports that canfacilitate energy consumption assessment and potential savingsacross the equipment level, production lines, an entire plant ormultiple sites. .The historian centralizes the data for energy usage and providesanalysis tools to easily identify the cause of excess energyconsumption or peak demand in real time. A simple analysis ofconsumption over the past five days, the past five Mondays or theequivalent day in the previous year could provide valuable clues tothe causes of changes in energy consumption. Also, by overlayingdifferent time periods, changes in consumption become easilyapparent.Meeting regulatory requirementsFor data analysis to be valid, you need to first be able to trust it. Thehistorian data collection is critical to your ability to have confidencein the results. The data collected in CitectHistorian includes anytags within the control system, alarms and events from SCADAcontrol systems and event or tag comments on any recorded data,resulting in a rich source of information for data analysis.By using data from your control system or connecting directly toexternal data sources, the historian can store the complete pictureand manage it for quality and regulatory requirements.Out-of-the-box alarm rationalisation reports basedon EEMUA 191 guidelines.The historian centralizes all the data for energy usage and provides analysis tools to easily identify thecauses of excess energy consumption or peak demand in real time.1110 11 15

Data analysis cont.Process AnalystAt a glanceCitectHistorian isdesigned for highperformance, reliable,long-termdata archiving:> Engineering valueprecision> OPC quality flags> Sub-secondacquisition rates> Sub-second failoverrates> Backfilling capabilities> Client access throughCitectHistorian ServerReportingdata sources> CitectHistorian> SQL Server> OLE-DB> ODBC> Oracle> Web ServicesReportingoutput formatsReports Deployment Manager andStandard Sample Reports PackThe Reports Deployment Manager delivers a standard set of preconfiguredreports. Its out-of-the-box sample reports contain acollection of reports designed to meet the needs of specific industriesor skill levels, simplifying alarm and tag reporting.> Standard reports> Developer reports> System reports> Energy reports> Alarm rationalization and alarm management reports(based on EEMUA191 guidelines)Alternatively, you can opt to customize these reports to suit yourindividual requirements. We have introduced the concept ofhierarchical tag grouping. This concept enables you to organize thedata according to your business reporting requirements.The Reports Deployment Manger is the application used to manageand implement report packages. It will:> Connect to an historian database> Install a sample standard report pack, including the new energyreports,on the historian> Deploy reports in Microsoft Reporting Services> Manage client access to deployed reports> Edit reportsTurning data into meaningfulinformationProcess Analyst is an intuitive visualization tool thatallows operators and process engineers to analyzethe cause of process disturbances by bringingtogether trend and alarm data which are traditionallystored separately. With Process Analyst, a standardfeature in CitectHistorian, users can simply view themon a single integrated display.The user is given complete flexibility with regards tothe ways in which the pens can be displayed. Forexample, they can be overlaid or stacked or evenmoved to different panes to reduce clutter and makethe display simpler and easier to read.Process Analyst includes many unique features,including true Daylight Savings Time support,accuracy to millisecond resolution, individual timeaxis per pen, customisable toolbars, rich printing andsaving of display settings for easy recall.Process Analyst helps to:> Identify any ‘process drift’ towards an abnormalitywhich could eventually lead to breakdown orprocess failure> Link alarm spikes to specific process conditions,changes in instrumentation or new or changedcontrol system configurations> Analyze operator responses to alarms as a meansof detecting poor alarm system design> Isolate consequential/source alarms,as well as nuisance alarmsExamples of useRoot cause analysisWhen a process upset or disturbance occurs, findingthe root cause is always time consuming. In the past,the process engineer had to compare trend data fromthe screen with alarm logs. With Process Analyst, theengineer simply needs to add to the display any pen(analogue, digital, alarm) that could have contributedto the process upset. Each process change canthen be easily compared as alarms occur, enablingsophisticated analysis of the process upset.Compare different batchesWith Process Analyst, it is easy to compare differentbatches in a single integrated view. Simply place thevariable tags, alarms and state changes for a batchunit on one pane, and the same set on a separatepane. Then, the operator simply has to scroll one ofthe panes through time. Any differences in the batchexecution will immediately become apparent.Sequence of eventsWith large systems, the data can be distributedaround a wide area and typically the RTUs collectthe data at millisecond resolution. Process Analystdisplays historical alarms and trends to millisecondaccuracy, making it easy to determine the sequenceof events.> HTML> PDF> ExcelReportingdelivery> Email> File share> Web portalWith MicrosoftReporting Servicesand Office integrationproviding additionaltools.Process Analyst: Get the complete picture12 with one viewer and improve productivity.13‘Energy Comparison report available through ‘Reports Deployment Manager’12 13

Improve operationswith Process AnalystEasy to useProcess Analyst’s capability to displaysuch rich information requires it to havean easy-to-use, yet powerful navigationsystem. Every pen added to ProcessAnalyst has a number of properties,including:> Pen colour and name> Tag properties suchas Engineering Units,Scales, etc> Cursor values(multiple cursors areavailable)> Data average /minimum / maximumThe information available iscustomizable, allowing you to add orremove any of the standard columntypes (e.g. Engineering Units), as wellas add custom columns.Save the current viewas either a template orprocess snapshotOverlaid analogue andstacked digital pens onthe same paneOperators can easilydeclutter the displayIndividual pens can beunlocked, allowing theirvalues to be comparedin different time framesMultiple trend cursorscan be displayed withor without tool tipsAlarm pens canrepresent differentalarm states withcolours or fill patternsAt a glance> Analyzes the cause ofprocess upsetsquickly and simply> Allows operators torecognise patternsthat may lead toprocess disturbances> Provides totalflexibility on howyou view and analyzeyour process> High quality outputto printers> True Daylight SavingssupportCustomizableUsers can select which buttons toappear on each instance of ProcessAnalyst. The security access requiredcan also be defined and users canadd custom buttons for additionalfunctionality.When using Process Analyst:> Use SQL Authentication when youregister the Historian Server, andconnect to the Historian database> Allow access for the Windows IIS useraccount in the project configurationdatabase and the Historian database> Configure the Historian Web Serviceto use a user account that hasappropriate permission in theconfiguration database and theThe value of any penis displayed at theAlarms can beoverlaid or displayedon a separate pane.The pen displaysthe ontime, offtime,acknowledge time, andoperator comment14current cursor location15Historian databaseTrend example showing different quality attributes.14 15

Data exchangeand integrity checkBest-in-ClasstechnologiesCitectHistorian webserver/client is based on opensystem technologies, including:> Windows XP, Vista ® ,Windows 7> HTML/ XML> ActiveX> Internet InformationServer (IIS)> COM/DCOMRequirements forCitectHistorianV4.30 Server> 4.9GB disk space forfull installation or 211MBwithout SQL Server> Pentium 4 – 1.8GHzprocessor> 1GB RAM> TCP/IP networkconnection (must beactive)Recommended(5000pt Historian)> Pentium 4 – 2GHz dualcore or dual processorCPU> 4GB RAM> TCP/IP networkconnection (must beactive)> High performance RAIDdrives for speed andreliability of datastorage, (capacitybased on amountof data to be logged).Improve productionquality; meet regulatoryrequirementsFor data analysis to be valid, you need to firstbe able to trust it. The historian data collectionis critical to your ability to have confidence in theresults.The data collected includes any tags withinthe control system, alarms and events fromSCADA control systems and event or tagcomments on any recorded data, resulting in arich source of information for data analysis.By using data from your control system orconnecting directly to external data sources,the historian can store the complete pictureand manage it for quality and regulatoryrequirements.Support for tag arraysA tag array is a collection of variables of thesame type that is stored across consecutivememory registers in an I/O device. Arraysallow multiple variables to be configured asa single tag within a SCADA project. WithCitectHistorian, each element in an arrayis addressed individually within the ServerManager using an index number.Support for timestampedtag dataTypically, timestamped data is cached andpushed into a SCADA system at a time afterit has been acquired. This results in the lossof the original timestamping as the timepolling takes precedence. CitectHistoriannow includes a “historical” data acquisitionmethod, that allows tag value changes tobe timestamped in your historian database.Using this historical mode, data is acquiredbased on the last read sample time for eachtimestamped tag.Active data exchangeCitectHistorian complements its direct accessto SCADA system data and its historizationcapabilities with the ability to actively extract,transform and load (ETL) data between thecontrol system and other business databases.This enables CitectHistorian to work as ascheduled interface between most businessapplications and the control system.Data transfers can be scheduled based ontime, conditions within the SCADA processor the success or failure of other ETL tasks.CitectHistorian can also act as an interface tocall standard ActiveX script and send emails ordata transfer tasks from within the SQL Server.Support for clusteredSCADA systemsClustering refers to the grouping of servercomponents within a single SCADA project,allowing multiple systems to be monitoredand controlled simultaneously through a singlenode. When importing a schema for aCitectSCADA project created with version 7.0(or higher), you will encounter a clusteredsystem. The Import Schema dialogue inCitectHistorian will automatically detect aclustered system and indicate the numberof clusters identified. Once CitectHistorian’sServer Manager is populated with the datafrom a clustered system, the detected clustersappear as an additional level in the datahierarchy.Data Integrity CheckerThe Data Integrity Checker is an embeddedtool that helps you verify there are nounbound CitectSCADA attributes (variabletags, alarms and trends) located in thePublished Information and Historian folders.It can be invoked at any time and can alsobe used to check all configured tasks, eventsand trends under a data source node. Ifunbound attributes are found, the tool allowsyou to restore bindings on an individual orgrouped basis.SecurityTo allow only authorized access tothe published information on theCitectHistorian Server, it is importantto define who can access plant andbusiness data and what permissionsthey have. It is also important toensure that CitectHistorian sits in asecure environment in order to providea high level of security. User access toindividual data items, published foldersand user Favourites can be restrictedto individuals or groups.16 17EventsCitectHistorian events are used todefine when tasks are activated. Anevent can be triggered on any of thefollowing:> Periodically> State change of a tag> A tag reaching a threshold level> State change of a task:e.g. Started, Successful, FailedTasksTasks are activated by events andallow data to be transferred betweendisparate systems, emails to beautomatically sent and ActiveX scriptto be executed.Data transfers allow information tobe transferred from any data source,including plant control systems ordatabases, to other data sources.Examples of data transfers include:> Downloading a recipe from aMicrosoft SQL Server database to aSCADA system> Uploading batch details into anOracle database for use by MIS> Transferring alarms to a databaseeither side of an event trigger forcause analysisActiveX scripts, such as VB script orJava script, can be used to furthercustomize CitectHistorian. Forexample, a script could automaticallygenerate new folders and attributes inthe published information tree, basedon new fields in a business database.CitectHistorian dataflow and display:Data collection and management.At a glance> Visualize data frommultiple SCADAsystems in the webbrowser> Analyze this data withExcel> Analyze and understandthe cause of processupsets and comparealarm and trend datato improve efficiencyvia intuitive visualizationtool> Make sense of largevolumes of tag-baseddata with easy-to-usereporting tools> Transfer data betweenyour control systemsand Microsoft SQL orOracle databases> Historicize controlsystem data intoMicrosoft SQL Server2008 R2> Report using industrystandard reporting toolsPre-loadsoftwarerequirements forCitectHistorian4.30 Server> Microsoft WindowsServer 2003 (SP1),Windows XP (SP3),Windows Vista (SP1),Microsoft WindowsServer 2008 R2, orWindow 7> Microsoft InternetInformation Services (IIS)> Microsoft MessageQueue (MSMQ) withoutactive directory> Microsoft networking orloopback adapter> Internet Explorer 6 SP1or later> Updates need to beinstalled for the abovecomponents andoperating systems16 17

Powerful configurationThe followingCitectHistoriancomponents canbe installed onthe same ORseparate PCs:> CitectHistorian ServerManager> Process Analyst> Microsoft Excel Clients> CitectHistorian WebClients> Reports DeploymentManager> Historian DatabaseThe followingCitectHistoriancomponentsmust be installedon the samecomputer:> CitectHistorian Server> CitectHistorian WebServer / Client> CitectHistorianConfigurationDatabaseData Sources includeplant control systemsand OPC servers’database connectionsCreate folders here toorganize historical tags. Dragand drop data items fromthe SCADA and OPC datasources into these foldersCitectHistorian Web ClientFavourites for all users arestored in this folderCreate folders here to storepublished information.Simply drag and drop dataitems from the data sourcesand historian node intothese foldersEvents can be eitherscheduled or trigger-basedTasks perform actions suchas data transfers or runningActiveX scriptsOnly displays the items the logged-onuser has permission to viewAliases can be assigned to makeproduction identities more applicable tothe information domainAccess item properties to change name,permissions etcUser who is currentlylogged onView Favourites that arecurrently open with asingle clickWindow for displayingtime series data. Exampleshown is a histogramWindow for displayingevents and alarms.Example shown is aPareto chartWindow for displayingsnapshot data. Exampleshown is a data listThe Summary Windowdisplays the data items forthis FavouriteThis window displaysthe parameters forThe CitectHistorian ServerManager is the tool usedto turn plant floor data intouseful information. Thistool uses the familiar andintuitive environment of theMicrosoft ManagementConsole (MMC).Five simple stepsto configure theCitectHistorianServer:1. Define data sources2. Define users3. Create Published Datafolders4. Drag the data required to beviewed by clients from theSCADA and database datasources to the publisheddata folders5. Define the security on thePublished DataSix simple steps toconfigure historicaldata in the historian:1. Create Historian Data folders2. Drag tags required to bestored in the historian fromSCADA and OPC datasources into theHistorian Data folders andstart the historian service3. Use the Logging tab onhistorian data items toadjust the default loggingparameters4. Create Published InformationData folders5. Drag the historical datarequired to be viewed byclients from the HistorianData folders into thePublished Information Datafolders6. Define the security on thepublished datathe currently selected18 19data item18 19

Data access via Weband Excel ClientsData accessCitectHistorian provides direct access to tag, alarm and trendinformation from within the SCADA systems. This data canbe transferred to business applications or visualized withinCitectHistorian’s Web and Excel Clients, enabling data from multipleSCADA systems to be compared and analyzed or historized to thehistorian for long term storage and greater analysis options.The data made available by CitectHistorian clients is customizableto suit individual process needs. Each data item can be namedappropriately for business users and located (independent of its datasource) anywhere within a free-format tree structure to represent yourplant or process. The areas of this tree available to each business usercan be filtered to provide users with the exact information they require.This tree structure is used throughout CitectHistorian clients. In Exceland Web Clients, the tree enables users to easily find the data theyneed. The location of a device or tag within the structure can be usedin a parameter to allow dynamic reporting.Web and Excel ClientsUsing CitectHistorian Web Client you can visualize plant informationfrom your control systems and historian over the Intranet/Internetsimply by using a browser such as Internet Explorer. Built-in viewsinclude time-series line and XY graphs for analysing analogue valuesover time, Gantt charts for analysing state changes over time,Pareto charts for analysing frequency and duration of states, as wellas data lists which allow raw plant data to be pasted directly fromthe web browser into analysis applications such as Excel. The WebClient analytical tools can also be used on real-time tags to takesnapshots of current values and display them as a real-time trend.The CitectHistorian Web Client also acts as a portal to the reportsgenerated by the reporting system. Reports can be accessed usingfixed or operator adjustable parameters to provide both fixed andadhoc reporting. Excel reports can be created as PDF documents.Web pages can also be integrated and viewed within theCitectHistorian hierarchy. Web page hosting also allows a SCADAsystem such as CitectSCADA to be accessed in the Web Client,thereby providing a single portal for users.The Excel Client can also access information linked from theSCADA system or historian directly into Microsoft Excel. The usercan select from the same plant hierarchy as the Web Client andrequest the values of any item within the tree. Each request hasparameters, allowing the user to control the time period and theformat of the data returned.Parameterzed queries to the historian can also be hosted as itemswithin the plant hierarchy. These queries can then be requested inMicrosoft Excel to provide grouped and prepared data directly ontothe spreadsheet for further analysis. The data returned can then beused within the pivot tables and other Excel features to rapidly putthe data into the format required.stFavouritesIn CitectHistorian Web Client, user favourites can be created simply by doubleclickingon any published data item or dragging and dropping it into the Summarywindow. Favourites can then be saved on the CitectHistorian Server.Favourites can also be created in the CitectHistorian Server Manager simply bycreating a folder, dragging the published items into it and assigning permissionsSecurityTo use the CitectHistorian Web Client, you need to first log on. Passwordencryption provides security over the wire, while Microsoft SQL Server security isused to validate users and assign permissions.Once logged on, you can only access the published folders, data, and favouritesthat you have permission for. Passwords are encrypted and user privileges arevalidated for every data request, assisting in preventing users from bypassing thesecurity matrix.Historian systems, like any other business system, need to be protected fromunauthorized access. It is highly recommended that a secure Internet connection,such as a Virtual Private Network (VPN), firewalls and intrusion detection systemsare used in order to prevent outside access to your network while you arepublically connected over the Internet.Published dataPlant floor data is turned into information by selecting only the data that is requiredto be viewed by Clients and publishing the data in a hierarchical structure that isrelevant to business users.Alarms and eventsCitectHistorian Web Client has a powerful built-in alarm analyzer to view plantincidents. High level analytical tools can be used to help fault-find your processand aid your preventative maintenance strategies. Using a range of standard tools,including Pareto charts, Gantt charts and a data list, you can quickly diagnoseand rectify problems as they occur.CitectHistorian Web Client includes a powerful built-in alarmanalyser (above); Trend screens can be quickly customised todisplay historical data the way you like it (below).CitectHistorian graph display.20 21Trends in CitectHistorian (top left);Data display (left)20 21

Data access via Web andExcel Clients cont.Applications> Information anywhereany time – visualizeand analyze plant floorinformation fromanywhere in the entireenterprise or over theInternet> Enterprise-widereporting – generateconsolidated reportsthat include bothplant floor andbusiness information> Batch reporting andrecipe downloads –upload recordsdetailing a batch forrecord keeping.Likewise, downloadrecipes to the plantcontrol systemSupportedBusinessDatabaseSystems:> Microsoft SQL(7.0, 2000, 2005,2008 R2)> Oracle (7, 8, 9, 10,10.2)CitectHistorian interfaces:> SQL Native Client> OLE-DB> ODBC> OPC HDA Server> OPC DA Client V2.05,V3.0> Web Client22SnapshotsCitectHistorian Web Client can takesnapshots of your plant to provide onlinecomparison of plant variable tags, such asproduction, energy usage, batch data anddowntime. Individual users can select theinformation relevant to them and the data canbe periodically updated in real time directlyfrom your control system. Snapshot data canbe viewed in several formats, including linecharts and data lists.Time-Series dataTrends allow you to view time-series,historical plant floor data and customizethe way it is displayed. This data can bedisplayed as charts, histograms, X-Y plots ordata lists. Charts can be changed from a linegraph to a pie chart in an instant.Database queriesMicrosoft SQL and Oracle tables or viewscan be published via query statements tothe CitectHistorian Web Client. Simply createan appropriate query on a table or view, andthat data is available to CitectHistorian WebClients, either as a data table or, if a Date/Time field is available, as a time-series datalist for graphical display.Web linksEvent data viewed through the CitectHistorian Web clientCitectHistorian can link directly to externalwebsites, providing an organized structurefor rapidly accessing relevant sites andinformation. For example, CitectHistorianinformation can be co-located with otherpertinent Intranet pages and accessedthrough the CitectHistorian web portal.Additionally, you can leverage the built-insecurity and user validation provided in theCitectHistorian Web Client by incorporatingcustom .ASP pages into the tree hierarchyand security model.Additionally, you can leverage the built-insecurity and user validation provided in theCitectHistorian Web Client by incorporatingcustom .ASP pages into the tree hierarchyand security model.HistorianPerformanceHistorian Poll> 1s (or greater)> Deadbands (per tag)Historian DataAccuracy> 1ns (for externaltimestamped data)> OPC Quality FlagsHistorian Security> Windows Integrated orSQL user-based> Secure each table,item, procedureHistorianInterfaces> SQL Native Client> OPC HDA Server> OPC DA Client> OLE-DB> ODBC> Web ServiceHistorian Tasks> Extract tag values andstore them in adatabase> Extract tag trendvalues and store themin a database> Extract alarm summaryinformation and store itin a database> Extract historian trendvalues and store themin a database> Extract tag valuesfrom a databaseapplication and transferthem to any SCADAsystem22 23

Optimize your investmentin SCADA, MES andHistorian technologiesOperation & OptimizationAgreements.24 25Software Global SupportGoldDirect Access SupportFast access via telephone, live chat, e-mail and Support Portal during normal business hours* to experiencedSupport Engineer professionals supported by a comprehensive lab where they can replicate a customer’sconfiguration and reproduce issues experienced onsite.Online Support ToolsA dedicated area of the Operation & Optimization software website (www.citect.com) gives you access to a range ofsupport tools including: Support Portal, Live Chat, Toolbox, DriverWeb, Driver Discussion Forum, Authorization CodeGenerator.Product UpgradesOperation & Optimization Software Global Support will provide notification of new releases and product upgrades(available for download). Support can assist and advise on appropriate planning and risk mitigation.Driver UpgradesAutomatic product updates keep you at the forefront of technological advancements in drivers (available fordownload).Service PacksSupport customers are advised of new service packs and are provided with links to download.Emergency SupportEmergency software patches are provided via an intensified escalation process in situations where critical issues areimpacting upon customer business operations.Customer Service Request (CSR) Resolution WorkflowA rigid framework of issue prioritisation and severity allows an appropriate management process is applied to all yourissues until resolution.Prioritization is based on industry best practice.Online Knowledge Base (KB)Support customers can access the KB anytime which can provideinformation that consistently delivers support services and resources to sustain customers’ return on investment.Security Advisory ServiceUsers may subscribe to the Knowledge Base (KB) under Security to receive RSS feeds whenever the KB is updated.O&O Software Global Support will provide proactive notification for any known Security issues that affect the Product,allowing customers to take immediate action to protect their systems.The Insider NewsletterYour source for the latest Support updates, new product information, technical tips and tools, The Insider is abi-monthly newsletter distributed exclusively to customers in support.GoldPlus (all the above features plus)Priority Telephone Support24/7 priority access to the Support service via a dedicated telephone access point, minimizing the response process andoptimizing resolution times. The service offers engineer call-outs at preferential rates..Priority After Hours Telephone Response CommitmentAssurance of a 15-minute response commitment on calls placed 24/7.Priority Customer Service Request (CSR) Resolution WorkflowSupport calls not progressed within 15 minutes for critical severity issues by the first line support engineer areautomatically escalated to a Senior Support Engineer. Support calls not progressed within one day for majorandmedium severity issues by the first line support engineer are escalated automatically to a Senior Support Engineer.Optional Support Services (subject to additional fees)Enterprise SupportGlobal Enterprise Support Agreements can be set up to include any of O&O Software Global Support services.An Enterprise Support Agreement allows a single point of management, common commercial terms and annualpurchasing price reviews. Multiple global sites are covered and additional sites can be covered at any time during theSupport Agreement, subject to a fee.Specialty Driver SupportSpecialty Driver Support is an add-on support service to Gold and GoldPlus Support agreements. Specialty DriverSupport is required for the following licensed drivers: Bailey, IEC870-5-104, Moscad and SemAPI.ServiceCapability &Performance(SCP)The O&O Software GlobalSupport Centre, basedin Sydney, Australia, isSCP certified so youcan be assured ofquality service. SCPcertification quantifiesthe effectiveness ofcustomer support basedupon a stringent set ofperformance standardsand represents bestpractices in the industry.SupportServicesA range of direct andself-help technicalassistance optionsallows you to maintainoptimum performancefrom your software,whilst automatic productupdates keep you at theforefront of technologicaladvancements.Maintenance andSupport Agreementscover all our software,as well as StandardDrivers. Specialty DriverSupport is required forthe following licensedDrivers: Bailey, IEC870-5-104, Moscad andSemAPI. Specialty DriverSupport is an add-onsupport service to Goldand GoldPlus Support*Hours are 9am to 5pm, Monday to Friday, local time. Technical Support is provided in English only.25

CSR ResolutionEducational ServicesOptimize your technology investment with our Operation & OptimizationSoftware Global Support offering. Customers with maintenance and supportagreements are entitled to receive product upgrades, service packs andhotfixes. In addition, you get access to our professional SCP-certified andtrained support team who can help you overcome issues quickly and easily,either by phone, live chat or email. We also offer the option of 24/7 supportwith some of our support contracts.Customer ServiceRequests (CSRs)Our centralized O&O Software Global Supportenables logged Customer Service Requests (CSRs)to follow the CSR Technical Resolution Workflow.A fully documented procedure, this model allowscalls to follow a clear path to resolution, giving youupdates at every stage. CSRs can be logged bytelephone, Support Portal, live chat or email. Therecent addition of a Support Portal service allows youto manage, update and monitor the progress of yourCSRs via the Internet.Virtual EngineerVirtual Engineer allows one of our Support Engineersto securely connect to your system anywhere in theworld and cost effectively locate the cause of yourissue. Improved response and resolution times havebeen documented since the implementation of thisindustry standard authentication technology. Thismeans your issues are dealt with quickly, minimizingany disruption to your business.Educational Services offer a suite of programs and coursesdesigned for end users, engineers, system integrators, technicalcolleges, universities and educational establishments.Our courses provide you with hands-on experience, leaving you feeling confident to design and configureyour own systems whilst our programs are designed to facilitate the latest education and application of oursoftware.Instructor-led, online, onsite and self-paced courses are offered for suite of SCADA software and relatedcomplementary software products. Courses include configuration and programming courses, update coursesand introductory courses for CitectHMI/SCADA, CitectHistorian and CitectFacilities.Programs include the Education Centre Program which regulates the standard of our courses. The AcademicProgram provides tertiary institutions with access to world class courseware to use in conjunction with theirdegree and diploma courses in related fields. The Certified Engineer Program (CEP) recognises engineersskilled in the integration of automation projects using our software. The first of these qualifications is theCitectSCADA Certified Professional (CSCP). To gain this qualification, an engineer or operator needs to passthe Configuration exam. To become a CitectSCADA Certified Engineer (CSCE), there are five exam elementsthat must be achieved: Configuration, Cicode, Architecture & Redundancy, Customisation & Design andDiagnostics & Troubleshooting..Technical ResolutionWorkflowSupportEngineerSeniorSupportEngineerSupportDevelopersOur educational methodology has proven to be effective through thousands of hours of instruction. Feedbackreceived from customers confirms our success and drives continuous development in our services offerings.We have implemented a guided stream of learning that facilitates progression from basic through to advancedknowledge of all our products.Critical severity*GoldPlus customers15 MinutesNot able to beprogressed within 1business day and productdefect suspectedCases scheduled basedon severity model**Major & Medium severity*GoldPlus customersCritical severity*Gold customersNot able to beprogressed within1 dayNot able to beprogressed in 2 hoursNot able to beprogressed within 3business days and productdefect suspectedNot able to beprogressed within 2business days and productdefect suspectedCases scheduled basedon severity model**Cases scheduled basedon severity modelCustom Training: When and where you want it!Run a training course onsite at your premises or at your chosenlocation, allowing your organization to train more employees whilesaving on travel time and expense.Major & Medium severity*Gold customersNot able to beprogressed within 3business daysNot able to beprogressed within 4business days and productdefect suspectedCases scheduled basedon severity modelBook a training courseAll courses can be booked at www.citect.com/education or contactyour account manager.Additional InformationFor Critical and Major severity cases, Account Managers and Support Management are informed of the caseprogression through the workflow. During case workflow, Support Developers and the Support Engineers mayconsult with the Product Development group and other resources.26 27*Schneider Electric will determine the severity of an issue by analysis of the impact and urgency of a reported issue.**GoldPlus customers receive additional priority in scheduling.26 27

Schneider Electric Industries SASHead Office35, rue Joseph Monier - CS 30323F92506 Rueil-Malmaison CedexFRANCEDue to evolution of standards and equipment, characteristics indicated intexts and images in this document are binding ony after confirmation by our departments.Design: Schneider Electricwww.schneider-electric.com11/2011