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

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Introduction to the Historian Module

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 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.

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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

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StorageLocation

The StorageLocation defines where database variables will be stored or read for use in charts and calculations. You can use any SQL Database. For integration with third-party products designed to store long-term time-related values, known as time-series databases or Historian tools, you need to use the TagProvider.

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HistorianTables

HistorianTables groups Tags for historical archiving. Using the Historian Table, you can define the Tags to be stored in each Target Database. Additionally, you can configure standard settings for all tags in a group, such as when to save new data and how long to keep it in the database.

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HistorianTag

A HistorianTag refers to any internal or external Tag whose values are stored in a HistorianTable. In addition to Tags from the platform, you can include dynamic references to external data using the TagProvider function

.


Understanding the Historian Module

Module Features

  • Embedded Canary Historian includes 100 free Canary Historian Tags 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 Historian Table 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 Historian Table HistorianTable is associated with a Storage LocationStorageLocation, determining where the data will reside.
  • The Historian Module regularly samples the tag's value and writes the time-series data to the designated Storage Location StorageLocation according to the settings in the Historian Table.

Configuring the Historian Module

To configure the Historian Module it is necessary to add tags to HistorianTags

Configuration Workflow

Historian Module Configuration Workflow

Action

Where 

Comments

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  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 Historian tablesHistorianTables. Either by typing, browsing, pasting or any of the available import methods. Learn more at Historian Tags.

Default Storage Location

When you create a new solution, the default database (Tag HistorianDataset.DB.TagHistorian) uses the embedded SQLite database provided in the Datasets Module. However, you can change the default option at any moment. The Our platform lets you choose from various Historian options, including SQL databases, Canary Historian, or any available External Tags 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 

SQL Database

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.

External Tags Historian

TagProviders for Historians (InfluxDB,

OSIsoft PI

others)

The

External Tags

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.

When to use the SQLite database

The SQLite database has a size limit of up to 10GB. It is recommended to use another option if the stored data exceeds this limit. You can use another SQL database for the Tag Historian, the Canary Historian, or any available External Tags Historian targets.

Despite the limited size, no other restrictions will prevent you from using SQLite in production.

Refer to the Dataset Module configuration to configure a different SQL Database for the Tag Historian connection.

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 For other External Tags Historian targets, please refer to the  External Tags 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.


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

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


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.

Intra-Module Interaction

Displaying TrendCharts

It is possible to display Trend Charts charts to analyze and compare historical and real-time data. This functionality makes it easy to identify patterns and trends in system performance.

→ Read more about Displaying Trend Charts or Examples.

Unified Namespace Module

 

That is accomplished on displays using the TrendChart ControlThe Historian Module creates a time-series archive of tag values by storing them and their corresponding timestamps in SQL or third-party time-series databases.

Querying Data on Scripts

This enables querying and retrieving data from variables and historical tables through scripts. This functionality empowers the creation of custom logic and solution-specific analysis.

External System Interaction

Trough the Datasets Module, the Historian module can integrate with external databases to create a time-series archive. The following is a list of possible databases you can connect:

  • SQL Server
  • PostgreSQL
  • Excel

→ Read more about Dataset DBs.

 

That is accomplish by using directly the methods and properties available on the Historian Runtime Attributes.  


Historian Advanced

Advanced Historian

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. T

Read more about Historian Runtime Attributes.


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BestPractices
BestPractices
Best Practices and Troubleshooting

Common Issues and Solutions

The Historian module may encounter some issues in its operation. Here are some common issues and their solutions:

Data Not Being Stored

Check the Historian Table 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 Historian TablesHistorianTables, 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.


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