Establish FactoryTalk Historian and PI Server connectivity

To retrieve historical data in a FactoryTalk Historian SE server or PI Server using data grid objects, or to trend historical data in

a FactoryTalk Historian SE server, Asset Framework server, FactoryTalk Historian ME module, or PI Server

using TrendPro or XY Plot, you must first establish connectivity to the data sources.

To establish connectivity to the data sources

Make sure to install FactoryTalk Historian Connectivity
from the FactoryTalk View installation package on the FactoryTalk View Studio or SE Client computer.

The following steps vary depending on whether you have used the System Explorer
(Start
> Rockwell Software
> System Explorer
) to configure the FactoryTalk Historian SE server, FactoryTalk Historian ME module, Asset Framework server, or PI Server.

If you have used System Explorer
to configure the servers, create a connection for each server type (excluding PI Server).

For the FactoryTalk Historian SE server

In the FactoryTalk View Studio Explorer
window, go to System
> Connections
, right-click Historical Data
, select New Historian Server Connection
, and then select a server or collective from the list in the New Historian Server Connection
dialog.

For the FactoryTalk Historian ME module

In the FactoryTalk View Studio Explorer
window, go to System
> Connections
, right-click Historical Data ME
, select New Historian ME Server Connection
, and then select a server or collective from the list in the Historian ME Server
dialog.

For the Asset Framework server

In the FactoryTalk View Studio Explorer
window, go to System
> Connections
> Historical Data
, right-click Asset Framework
, select New Historian AF Server Connection
, and then select the Asset Framework server in the New Historian AF Server Connection
dialog.

For the PI Server

There is no need to create a connection in the Explorer
window.

If you have not used System Explorer
to configure the servers, the steps vary depending on the server type.

For the FactoryTalk Historian SE server

When creating a server connection in the Explorer
window, select a server or collective from the list in the New Historian Server Connection
dialog.

For a server, if it doesn't show in the list, you can manually enter the server host name or run the migration tool.

For a collective, you must run the migration tool.

The migration tool KSTMigrationTool.exe
is in %PIHOME64%AF. Use this command to run it

KSTMigrationTool.exe /forceoverwrite

For more information, see FactoryTalk Historian SE documentation.

For the FactoryTalk Historian ME module

Create a server connection in the Explorer
window.

Run the migration tool KSTMigrationTool.exe
using this command

KSTMigrationTool.exe /forceoverwrite

For more information, see FactoryTalk Historian ME documentation.

For the PI Server

Add the PI Server using the PISDKUtility(64-bit)
.