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<h1 style="text-align: center;">Historian <br> (Time-Series Data)</h1>
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Introduction to the Historian
moduleModule
The Historian module Module enables the storage of tag values and their corresponding timestamps in SQL databases or third-party time-series databases. This module is designed to streamline the collection and storage of data in its time context.
The Historian module Module provides an out-of-the-box solution for archiving historical data without programming requirements. Although it is possible to include custom data logging procedures can be included in your solution using Scripts (.NET programming) and Datasets (SQL storage), the standard configuration tools of the Historian module Module can fulfill most typical data logging needs.
Paragraph 1: What is the subject, high-level, and how it relates with the context.
Paragraph 2: Explaining details for this page specifically. NEXT PHASE, image visual to see where you are in the platform context (for now, just write ideias on what should the image be)
On this page:
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Key Concepts
Configuration of the Historian module is accomplished through the following sections: Target Database, Historian Table, and Historian Tag.
[The Defintions flowing the concept should be VERY CONCISE and objective. Should NOT have any marketing or configuration information, minimum is the best. Make sure to have all the NAMING CONVENTIONS and KEY CONCEPT. Essentially MAKING SURE WE WILL USE THE SAME LANGUAGE, and the following sections will explain what it does, and how it does. But even before I give summary on that is does and how it does, I need to make WE ARE SPEAKING THE SAME LANGAUGE, and to speak the same language some KEYWORDS must have the SAME MEANING, to both parts the communication.
TargetDB
and Terms
HistorianTag
Tags whose values are stored in a HistorianTable, including dynamic references to external data.
HistorianTables
Groups Tags for historical archiving, defining settings for storage and retention.
StorageLocation
Defines where historian The TargetBD defines the database where variables will be archived or read to be used in for charts and calculations. The Target Database can be any SQL Database or, using the TagProvider Extensibility, it can also use third-party products designed to store long-term time-related values, known as time-series databases or Historian tools.
HistorianTable
The HistorianTable is a logical organization that groups Tags for historical archiving. Each Historian Table has a definition of which Target Database the group of Tags will be archived. You can also configure other standard settings that apply to all tags in that group in the Historian Table, such as when to save new data or how long to keep the data.
HistorianTag
Understanding the Historian Module
Module Features
- Embedded Canary Historian includes 100 free Canary historian tags with any license.
- The Historian Module works with the industry's major players (OSISoftPI, InfluxDB).
- Store and Forward function ensures your data will not be lost if the database is unavailable.
- Universal Time and Daylight Saving
Technical Overview
- You can define a Tag representing any data point you want to track over time.
- You can then add this Tag to a HistorianTable and configure settings like:
- How often to sample and store data (e.g., every second, every minute)
- Conditions to store the data (e.g., only when the value changes)
- Data retention policies (e.g., keep data for 1 year)
- The HistorianTable is associated with a StorageLocation, determining where the data will reside.
- The Historian Module regularly samples the tag's value and writes the time-series data to the designated StorageLocation according to the settings in the Historian Table.
Configuring the Historian Module
Configuration Workflow
Historian Module Configuration Workflow | ||
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Action | Where |
The HistorianTag refers to any value contained in a Historian Table to be archived, whether an internal Tag or an external data reference. These variables are typically Tags defined in this platform, but you can also include dynamic references to external data using the TagProvider functionality.
Understanding the Historian module
Typically most of the Modules when they go the Understanding they go right away a more technical deep understand.
In my opinion: the Understand Section should contain the Basic information and links to Advanced information in a child page. For the intermediate content, if it exists, it'll depend on what it to determine its location (if it's with the basic stuff in this page or as a introduction in the advanced page)
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The Historian module has a three-step archiving process:
An event triggers the request to archive a group of values. There are two types of events (Trigger or TagChange), which are configured in a Historian Table.
The Historian archives the values in the Target database. The Target Database can be a SQL Database or a TagProvider that is configured to act as a historian.
If Store and Forward is enabled, the data synchronization is executed. This option stores data in a local database if the Target Database is not available, and sends it to the target when it becomes available.
The archiving process considers two types of archiving events:
Trigger: The Trigger can be a Tag Value, Tag Property, or any object from the runtime namespace (e.g., server.minute). When a value change is detected in the object, the archive request event is generated. Only Tags of domain Server or objects residing in server-side namespaces can be used as Triggers since the Historian process runs on the Server computer. The Trigger is configured in the HistorianTable. All tags and objects connected to that HistorianTable will be requested to be archived, regardless of having or not a new value.
Tag Change: The Tag Change is a check-box on the TableHistorian configuration. Enabling this checkbox allows the Historian process to verify all tags connected to that HistorianTable. When the tag has a new value, the archive request event is generated. The request to archive will be generated only for the Tag that has a new value. However, according to the Historian Target Database, only the tag or all tags in the group will be archived. Further information on this is included in the next section of this page.
For a more detailed Historian execution explanation, check Archiving process.
Configuring the Historian module
Configuration Workflow
This section will vary a lot - it may have one simple way of configuring or different scenarios. If it has too many steps or many different scenarios, it may need child pages.
The typical configuration workflow for the Historian Module has the following sequence:
Comments | |
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Define the default TagHistorian SQL Database | Historian → |
Storage Location | By default, TagHistorian maps to a SQLite database named and located |
the same as the Solution |
itself, followed by the proper FileExtension. |
Learn more at Historian Storage Locations. |
If using Canary, modify the default target to the |
Canary Historian | Historian → |
Storage Location | If using Canary, a connection with the local embedded Canary Historian is already included in the new solution. |
You can use that connection |
or modify it |
to connect to an external Canary System |
. Learn more at Historian Storage Locations. | |
If necessary, add other Target Databases | Historian → |
Storage Location | If archiving or retrieving data from other Historian tools is necessary |
, add the connection in the Tag Providers |
. Mark the "Set as Historian Server" checkbox when creating the provider. Learn more at Historian Storage Locations. | ||
Create and Edit HistorianTables | Historian → Historian Tables | Add or modify HistorianTables, organizing how the Tags will be grouped for archiving and the Target Databases. Learn more at Historian Tables. |
Add Tags to the HistorianTables | Historian → Historian Tags | Connect Tags to the |
HistorianTables. Either by typing, browsing, pasting or any of the available import methods. Learn more at Historian Tags. |
Default
TargetDBStorage Location
When creating you create a new solution, the TagHistorian is set by default to use default database (Dataset.DB.TagHistorian) uses the embedded SQLite database provided in the Datasets module. The Historian Target Database can be chosen from a range of options, including selecting another SQL database for the Tag Historian, the Module. However, you can change the default option at any moment. Our platform lets you choose from various Historian options, including SQL databases, Canary Historian, or any available ExternalTags Historian targets.TagProvider powered by Historian tools. For a large quantity of tags, you can create HistorianTables to organize the storage into groups. Data is saved to a SQLite database by default. You can customize this to save in any other SQL database or external storage.
Tip |
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You can use multiple Historian system with the same solution. One, already pre-defined, is the platform's built-in Historian using SQL databases. Additionally, you can use other Historian engines to solution, using the TagProviders to Historian packages, or using Script extensions. |
The table below describes the options available.
Database Option | Description |
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SQLDatabase | You can use any SQL-style database defined in the object HistorianTag available on |
Historian Database options
Target Database
Description
SQL Database
Datasets → DBs. |
Canary Historian |
The platform includes an embedded Canary Labs Historian, and you can also use it with external Canary systems. Read more information on the Canary Labs page. |
TagProviders for Historians (InfluxDB, |
others) | The |
TagProviders feature allows |
you to seamlessly integrate with third-party products, which can act as native and fully integrated historian repositories. This feature |
enables you to use current interfaces |
or additional products |
, which can be |
incorporated using the driver toolkit. |
The SQLite database is suitable for databases up to around 10GB in size. If the number of tags and the save interval are expected to exceed this limit, it is recommended to use another SQL database for the Tag Historian, the Canary Historian, or any of the available ExternalTags Historian targets. It is advisable to select an alternative database option in cases where a solution is expected to create more tags or require frequent saving intervals that exceed the capabilities of the embedded SQLite database.
See the list of Historian TagProvider at the page UNS TagProvider Connections. | |
Custom | There is a programming Interface that allows a class within the Script Module to act as the Historian repository, the call to archive and retrieved data are directly to that Script Class, and your solution has the complete freedom on customizing the responses to those requests. |
Using SQLite or other SQL databases
By default, the SQLite is selected when creating new solution, but our built-in SQL Historian can work with any other SQL database.
See at Dataset Module configuration how to set a To configure a different SQL Database for the TagHistorian connection, please refer to the Dataset module configuration.
For other ExternalTags TagProvider Historian targets, please refer to the ExternalTags UNS TagProvider Connections configuration to define and configure their use.
Working with the Historian
moduleModule
Runtime Execution
You can control the Historian module execution while running your solution. To Run, Pause, or Stop the Historian module directly from the platform, go to Access Runtime → Runtime Diagnostics to control the module.
When the Solution runs, the Historian Module Historian runs operates in an isolated process on the Server Computerserver computer. The main procedures executed by the module include:
- Check Checking if a request to archive store from a HistorianTable was generated (by the Trigger or OnTagChange events).
- Archive Archiving the Data data as needed.
- Synchronize Synchronizing with remote archives if store and forward or redundancy is enabled.
- Reply Replying to requests from Displays displays and Scripts scripts on querying the archived data.
Those procedures as described in detail in the Archiving Process page.
On this page, we have covered the essentials of the Historian module, which provides a comprehensive solution for managing time-related data in industrial equipment and systems. To further enhance your understanding and optimize the use of this module, we recommend exploring the following sections:
<<<<. Runtime Execution is STANDARD AND MANDATORY
<<< Explains how the module interacts and has synergy with other modules to accomplish tasks. Not only how the module works with other Modules, but also Users and Other Systems.
Monitoring Historian
It allows monitor and managing historical data storage. This functionality provides a clear view of the data and facilitates the analysis and optimization of system performance. For a comprehensive understanding, see the Monitoring HistorianTables. (Go to Historian → Historian Tables)
Displaying TrendCharts
Is that all data is achieve, with NO addition configuration, can be really used by Displays and scripts
ON Displays, when you configure a TREND chart with a TAG, no configuration is reqrueid for the tech to use the arquivs, the Platform uses its built cross-referenced to know that the TAG
int ehcarft, has Historian arquivid, and queries it automatcily.
The configuration the trend char tis on THIS LINKD
Info |
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For deeper and advanced understanding of the execution see Historian Advanced Topics / Archiving Process |
Monitoring the Historian Module Execution
When the solution is in runtime, the Historian Monitor menu provides a way to monitor real-time information related to the Historian Module operation.
→ Read more about the Historian Monitor.
Displaying TrendCharts
It is possible to display charts to analyze and compare historical and real-time data.
That is accomplished on displays using the TrendChart ControlIt allows the visualization of trend charts for analysis and comparison of historical and real-time data. This functionality makes it easy to identify patterns and trends in system performance. For detailed information, see the Displaying TrendCharts.
Querying Data on Scripts
It This enables the querying and retrieving of data from variables and historical tables through scripts. This functionality empowers the creation of custom logic and solution-specific analysis. For a comprehensive understanding, refer to the Querying Data on Scripts.
Wrong link, note to myself: find and fix!
.
That is accomplish by using directly the methods and properties available on the Historian Runtime Attributes.
Historian Advanced Topics
Archiving Process
The Archiving Process is the process of receiving new data from Tags and storing it in databases defined by the StorageLocation. You can define different configurations to trigger storing actions based on your needs and database restrictions.
→ Read more about at Archiving Process.
Historian Runtime Attributes
The Historian Namespace exposes properties and methods from the .NET objects used by the Historian Module execution. You can use these properties and methods on your Displays or to create Scripts and Alarms.
→ Read more about Historian Runtime Attributes.
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Common Issues and Solutions
Data Not Being Stored
Check the HistorianTable
Troubleshooting and Best Practices
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Troubleshooting and Common #Issues
The Historian module may encounter some issues in its operation. Here are some common issues and their solutions:
#Data not being archived
Check the Historian Table configuration, Trigger or TagChange settings, and Target Database. Ensure the settings are correctly set up, and the database connection is valid.
#IncompleteIncomplete data
Ensure that the Historian module is started (IsStarted flag) and the archiving process is functioning correctly. Check for any error messages in the OpenStatusMessage string.
#Slow data retrieval
Enable the caching feature (EnableCache) to optimize performance when requesting large amounts of data.
#StoreStore and Forward
not workingNot Working
Verify if the Store and Forward feature is enabled and configured correctly. Check the local database and target database connections.
#Database connection errorDatabase Connection Error
Check the database connection settings and ensure that the database is reachable.
Best Practices and
#RecommendationsRecommendations
To ensure the smooth operation of the Historian module, follow these best practices:
#Use descriptive namesUse Descriptive Names for Historian
objectsObjects
Use clear and descriptive names for Historian TablesHistorianTables, tags, and other related objects.
#Optimize data retrievalOptimize Data Retrieval
Optimize data retrieval by enabling caching when working with large datasets.
#Ensure data integrityEnsure Data Integrity with Store and Forward
Use Store and Forward to ensure data integrity in case of temporary database connection issues.
#Plan your data storage strategyPlan Your Data Storage Strategy
Determine how much data you want to store and for how long you want to store it. It is important to plan your data storage strategy in advance so that you can optimize the historian module for your specific requirements.
#Document yours historians configurationsDocument Your Historians Configurations
Document your historian module configuration to make it easier to manage and maintain. This includes documenting data sources, data types, sampling rates, storage options, and performance optimizations.
#Use security best practicesUse Security Best Practices
Protect the historian module from unauthorized access by implementing security best practices such as user authentication, access control, and data encryption.
Historian Runtime Attributes
The Historian namespace exposes properties and methods of the .NET objects used by the Tag Historian Module execution.
For general information on namespace and object concepts, go to the section Objects and Namespaces.
This section describes only some commonly used properties. See Namespaces Reference for the complete list of properties and available methods.
Examples of Historian properties
Property
Type
Description
To access the property on CodeBehind
IsStarted
Boolean
This is a Boolean flag that indicates whether the Module Historian has started. If the flag is set to "true," it means that the Module Historian is up and running, actively archiving data according to the configured Historian Tables. If the flag is set to "false," the Module Historian has not yet started, and no data archiving is taking place.
Historian.IsStarted
OpenStatusMessage
String
This is a string that displays a message indicating the success or failure when initiating the Module Historian. If the Module Historian starts successfully, the message will typically show "OK" or a similar confirmation. If there is an error during the initiation process, the message will display an error description to help diagnose and troubleshoot the issue.
Historian.OpenStatusMessage
EnableCache
Boolean
.
Historian.EnableCache
In this section:
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