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<h1 style="text-align: center;">Historian <br> (Time-Series Data)</h1>

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Introduction to the Historian Module

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The Historian Module allows you to store enables the storage of tag values and their corresponding timestamps in SQL databases or third-party time-series databases, allowing you to visualize the stored data over time through displays.

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Purpose and Key Concepts

Below is a list of key concepts essential to understanding the Historian Module.

Archive Location

The Archive Location defines in which database variables will be archived or read to be used in charts and calculations. You can use any SQL Database. If you want to integrate third-party products designed to store long-term time-related values, known as time-series databases or Historian tools, you need to use the Tag Provider.

Historian Tables

Historian Tables group Tags for historical archiving. Using the Historian Table, you can define the Tags to archive to each Target Database. Moreover, you can configure additional standard settings to apply to all tags in one particular group, such as when to save new data or how long to keep the data on the database.

HistorianTag

A Historian Tag refers to any internal or external Tag whose values are archived into a Historian Table. In addition to Tags from the platform, you can include dynamic references to external data using the Tag Provider function.

Historian Functionality

. This module is designed to streamline the collection and storage of data in its time context.

The Historian 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 can fulfill most typical data logging needs.

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Key Concepts 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 variables will be archived or read for charts and calculations.


Understanding the Historian Module

Module Features

 

You can use the data archived through your application's Historian Module in Alarms and Displays.

Feature Highlights

  • Embedded Canary Historian includes
  • 500
  • 100 free Canary
  • Historian Tags
  • historian tags with any license
  • – Edge to Unlimited
  • .
  • The Historian Module works with the industry's major players (OSISoftPI, InfluxDB, and more).
  • 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

The basic process to configure the Historian Module follows the sequence below:

Configuration Workflow

Historian Module Configuration Workflow

Action

Where 

Comments

Define the default

SQL Database when creating a new solution.

TagHistorian  SQL Database

Historian → Storage Location

By default, TagHistorian maps

The software uses Tag Historian, mapping tags

to a SQLite database

by default. The default database uses Tag Historian as its name and is located in the Tag Historian repository. Learn more at Archive Locations.

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  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

  • You can add other Archive Databases if you need to store data separately. 
  • Create and edit Historian Tables. You can use more than one Historian Table to better organize your Tags or if your process has too much information. Access the Historian Tables page to learn more about it

    .

    Add Tags to the

    Historian Tables

    HistorianTables

    Historian → Historian Tags

    Connect Tags to the HistorianTables. Either by typing, browsing, pasting or any of the available import methods. Learn more at

     

    Default Storage Location

    When you create a new solution, the default database (Dataset.DB.TagHistorian) uses the embedded SQLite database provided in the Datasets 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 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

    You can use multiple Historian system with the same solution. One, already pre-defined, its the platform built-in Historian using SQL databases. Additionally, you can 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 

    SQLDatabase

    You can use any SQL-style database defined in the object HistorianTag available on 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 TatProviders 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.

    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 different SQL Database for the TagHistorian connection.

    For other TagProvider Historian targets, please refer to the UNS TagProvider Connections configuration to define and configure their use.


     

    Working with the Historian Module

    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.

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    When the Solution runs, the Historian Module operates in an isolated process on the server computer. The main procedures executed by the module include:

    • Checking if a request to store from a HistorianTable was generated (by the Trigger or OnTagChange events).
    • Archiving the data as needed.
    • Synchronizing with remote archives if store and forward or redundancy is enabled.
    • Replying to requests from displays and scripts on querying the archived data.


    Info

    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

  • Use the Historian Monitor to supervise your data on Runtime. Check the Historian Monitor page for more information.

  • The above steps are a simplified explanation of the configuration process.  For additional information on how to configure the Historian module, access Configuring the Historian Module.

    More on the Historian Module

    To learn more about the Historian Module, you can use the additional documentation pages that are available.

    Learn how to display Trend Charts

    to analyze and compare historical and real-time

    data, making it easier to identify patterns and trends in system performance.
  • Learn how to use the Historian module together with other modules accessing the Working with the Historian Module page.
  • data. 

    That is accomplished on displays using the TrendChart Control.

    Querying Data on Scripts

    This enables querying and retrieving data from variables and historical tables through scripts. 

    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 theArchiving 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.


    Anchor
    BestPractices
    BestPractices
    Best Practices and Troubleshooting

    Common Issues and Solutions

    Data Not Being Stored

    Check the HistorianTable configuration, Trigger or TagChange settings, and Target Database. Ensure the settings are correctly set up, and the database connection is valid.

    Incomplete 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.

    Store and Forward Not Working

    Verify if the Store and Forward feature is enabled and configured correctly. Check the local database and target database connections.

    Database Connection Error

    Check the database connection settings and ensure that the database is reachable.

    Best Practices and Recommendations

    To ensure the smooth operation of the Historian module, follow these best practices:

    Use Descriptive Names for Historian Objects

    Use clear and descriptive names for HistorianTables, tags, and other related objects.

    Optimize Data Retrieval

    Optimize data retrieval by enabling caching when working with large datasets.

    Ensure 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 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 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 Practices

    Protect the historian module from unauthorized access by implementing security best practices such as user authentication, access control, and data encryption

    The Advanced Historian Topics page presents complementary information about the following:

    • Archiving processes
    • Historian Runtime attributes

    Use the Historian Best Practices and Common Issues pages to access best practices tips and troubleshooting guides.


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