FactoryTalk Historian SE version 10.00.00 works within the system requirements of all Rockwell Automation® software products. For the latest compatibility information, refer to the Product Compatibility and Download Center.

Hardware requirements

Product Compatibility

The table lists the minimum supported versions of Rockwell Automation products with which this version of FactoryTalk Historian SE is compatible.

Tip: It is always considered best practice to install the latest patch rollups from the Rockwell Knowledgebase.

Software Requirements

The following operating systems are supported and recommended**:

* For Historian SE Server and Asset Framework, Windows 10 and Windows 11 are for evaluation and test purposes only. We recommend that you use one of the supported Microsoft Windows Server operating systems.

**The recommended operating systems have priority for Microsoft Patch Qualifications with Rockwell Automation software.

Rockwell Automation's software installation policy is based on the lifecycle information of Microsoft operating systems. If an operating system's lifecycle state is approaching the end, you may encounter a warning message when trying to install Rockwell Automation software on it.

Rockwell Automation will provide a notice about the lifecycle information of the following operating systems.

For the latest compatibility information, refer to the Microsoft Lifecycle Policy and Product Compatibility and Download Center.

Microsoft Excel requirements for PI Builder and DataLink

PI Builder and DataLink support the following versions of Microsoft Excel:

• Microsoft Excel 365 *
• Microsoft Excel 2021
• Microsoft Excel 2019
• Microsoft Excel 2016
• Microsoft Excel 2013

* This release of PI Builder and DataLink supports the volume-licensed Office (MSI install) and Microsoft 365 (Click-to-Run install) desktop installations (32-bit and 64-bit). However, Microsoft 365 Office Online, accessible via a browser, is not supported. Microsoft 365 is a streaming-based subscription service that will upgrade your version of Office following the newest releases. Therefore, it is possible that whenever Microsoft introduces a new version of Office, Microsoft 365 may upgrade you to that version, which may have compatibility issues with the current versions of PI Builder and DataLink.

SQL Databases for FactoryTalk Historian Asset Framework

FactoryTalk Historian Asset Framework supports the following versions of Microsoft SQL Server databases (64-bit):

• Microsoft SQL Server 2022
• Microsoft SQL Server 2019

Required SQL Server components:

• Database Engine
• Agent (backup, replication, and audit trail)

Database requirements for FactoryTalk Historian Asset Framework

Database storage is consumed depending on the type and quantity of FactoryTalk Historian Asset Framework objects. As a rough estimate, an AF SQL database with 50,000 elements each with 20 attributes of double data type would consume approximately 3 GB of disk space. If you use FactoryTalk Historian Asset Framework objects such as event frames, or other data types, your disk space requirements will increase. If there are custom FactoryTalk Historian Asset Framework data references, we recommend that you use a test environment to test size implications.

Rockwell Automation Test Environment

Rockwell Automation tests software products under a standard configuration of operating systems and antivirus software. For additional information, see the Knowledgebase Document ID: PN24 - Rockwell Software Products and Antivirus Software.

Security requirements

To learn about designing a secure networking environment, review this publication:

• Converged Plantwide Ethernet (CPwE) Design and Implementation Guide (publication ENET-TD001)

To learn about implementing application-level security using FactoryTalk Security, review this publication:

• FactoryTalk Security Application Technique (publication SECURE-AT002) explains how to use FactoryTalk Security to implement authentication and authorization in your industrial automation system and how to enforce product-specific security for applications like Studio 5000 Logix Designer, FactoryTalk View, and FactoryTalk AssetCentre.

To learn about designing and implementing an architecture with device-level security using CIP Security, review these publications:

• System Security Design Guidelines Reference Manual (publication SECURE-RM001) provides guidelines for how to use Rockwell Automation products to improve the security of your industrial automation system.
• Configure System Security Features User Manual (publication SECURE-UM001) describes the system-level configuration requirements to use a controller that has achieved IEC 62443-4-2:2019 certification.
• CIP Security with Rockwell Automation Products Applicatin Technique (publication SECURE-AT001) explains how to implement the Common Industrial Protocol (CIP) Security standard in your industrial automation control system (IACS).

FactoryTalk Historian SE version 10.00.00 has the following new features:

New features

• Support the use of FTHistorian WebAPI for communication between other Rockwell Automation products and FactoryTalk Historian SE. Currently, general production usage of FTHistorian WebAPI by third-party (non-Rockwell Automation) software is not supported.
• Support transferring data from the FactoryTalk Historian system to DataMosaix through Data Extractors.
• This release includes the following PI components:

Component	Version
PI Software Development Kit (PISDK) 2018 SP1 Patch 3	1.4.7.620
PI AF Client 2018 SP3 Patch 5	2.10.11.2717
PI Interface Configuration Utility (PI ICU)	1.5.1.10
PI System Management Tools 2018 SP3 Patch 1	3.6.3.65
PI Interface for OPC DA	2.7.1.41
PI AF Server 2018 SP3 Patch 5	2.10.11.2717
PI Data Archive 2018 SP3 Patch 4	3.4.450.165
PI Analysis Service 2018 SP3	2.10.6.195
PI Notifications Service 2018 SP3 Patch 4	2.10.11.2697
PI Interface for Ramp Soak Simulator Data x64	3.5.1.19
PI Interface for Random Simulator Data x64	3.5.1.34
PI Web API 2021 SP3	1.17.0.200
PI JDBC 2019 Patch 1	1.7.21114.1
PI ODBC 2016 R2	3.2.16300.1
PI OLEDB 2019 Patch 1	3.4.3.5
PI OLEDB Enterprise 2019 Patch 1	1.4.4.5
PI OPC HDA Server 2016	1.2.7.5
PI OPC DA Server 2018 Patch 2 (x64)	2.3.5.35286
PI SQL Client 2021	4.2.22044.1
PI SQL Data Access Server (OLE DB) 2018 SP3	1.7.19206.1
PI SQL Data Access Server (RTQP Engine) 2023 SP1	1.9.23317.2
PI Advanced Computing Engine 2010 R2 SP2	2.1.50.6
PI AuditViewer	1.5.0.0
PI DataLink	5.6.0.0
PI Interface for OPC HDA	1.6.1.63
PI Interface for Performance Monitor	2.2.1.27
PI Interface for Ping	2.1.2.49
PI Interface for SNMP	1.7.0.37
PI Interface for TCP Response	1.3.0.47
OSIsoft Prerequisite Kit	3.1.8
PIGenericNames DLL	1.3.5.0
DataMosaix extractor for PI-AF	1.5.1
DataMosaix extractor for PI	4.8.0
PI-SDK Uninstall Fix Utility (x64)	1.0.0.0

Enhanced features

• Enhance the configuration user interface in FactoryTalk Administration Console, including:
  • Historian server properties
  • FactoryTalk Live Data interface properties

FactoryTalk Historian SE version 10.00.00 has no corrected anomalies.

There are no known anomalies reported in FactoryTalk Historian SE version 10.00.00.

• When uninstalling all the components of FactoryTalk Historian SE that are upgraded from a version prior to 6.00.00, the previous version’s Removal Wizard page opens upon selecting Close on the Uninstallation complete page. Selecting Yes in the Confirm the reboot dialog box will not uninstall the previous version’s components. First identified in FactoryTalk Historian SE version 8.00.00. [Jira 1268875]
To avoid this problem, select No every time the Confirm the reboot dialog box displays. Restart the computer after all the previous version’s components are uninstalled.

FactoryTalk Historian SE version 10.00.00 has no changes in functionality since the last release.

The following are the application notes for FactoryTalk Historian SE version 10.00.00.

Unattended or silent install

Use command-line parameters to perform an unattended or silent installation of the software.

Installation Command-line parameters

This table identifies the installation command-line parameters. Command-line parameters are case-insensitive. However, if a specified value includes a space, be sure to enclose the value in quotation marks (for example, "value with spaces").

Error codes

The following table identifies the error codes that can be returned by an installation.

Examples

The following examples show how to use the installation commands.

Example 1: Install with default settings

Setup.exe /Q /IAcceptAllLicenseTerms /Product="Live Data Interface"

This command means:

• Live Data Interface will be installed with default settings.

Example 2: Install with customized settings

Setup.exe /QS /IAcceptAllLicenseTerms /SetupLanguage="ENU" /Product="Asset Framework" /InstallDrive=D: /DBInstance=".\sqlexpress" /InstallModes="0" /InstallSQL="Y"

This command means:

• Asset Framework will be installed.
• The displayed language is English during the installation.
• Asset Framework will be installed on drive D.
• The database server name is sqlexpress.
• AF Application Service and AF SQL Database will be installed on the same computer.

Example 3: Install Advanced Server Components

Setup.exe /Q /IAcceptAllLicenseTerms /Product="Advanced Server Options" /AsoSerialNumber=”xxxxxxxxxx” /AsoComponents=”OPC DA Server, OPC HDA Server"

This command means:

• OPC DA Server and OPC HDA Server will be installed with default settings.

Example 4: Uninstall

Setup.exe /Q /Uninstall /Product="Historian SE Server"

This command means:

• Historian SE Server and the components that are installed with Historian SE Server will be uninstalled.
• Components, such as Management Tools, that are dependent on other products will not be uninstalled.

CIS Benchmarks test results

Rockwell Automation conducts tests using domain-joined computers configured according to CIS Benchmarks to help assure that software products perform as expected on computers that are hardened to industry best practices.

For more information about the guidelines, see the Knowledgebase Document ID: QA63609 - Recommended guidelines for hardening software, computer, device, and network systems and infrastructure (CIS Benchmarks).

FactoryTalk Historian SE version 10.00.00 has been tested on the following:

• CIS Microsoft Windows Server 2019 Benchmark v3.0.1
• CIS Microsoft Windows Server 2022 Benchmark v3.0.0

There are no exceptions for FactoryTalk Historian SE version 10.00.00.

Installation

• Do not use external drives when installing FactoryTalk Historian SE
The FactoryTalk Historian SE server installation kit will automatically select the best drive for the archives and queues based on available disk space. The installation kit specifies Historian archives on the drive with the most disk space available and event queues on the drive with the second-largest disk space available. Therefore, do not use external drives such as USB drives and SD cards to avoid installing FactoryTalk Historian SE on an external drive.

• Only the component selected on the Setup page displays in Programs and Features
When installing components using Distributed Deployments, you select one component on the Setup page, and then select Customize. Then you can select other components on the Customize page, which will also be installed. However, only the component you initially selected on the Setup page will display in the list of Programs and Features in the Control Panel.

Communication between the FactoryTalk Administration Console and FactoryTalk Live Data interfaces

• The improvement in reliability and security available in FactoryTalk Historian SE version 6.00.00 between the FactoryTalk Historian Live Data Interface and FactoryTalk Administration Console or FactoryTalk View Studio exists when version 6.00.00 or later components are installed on both computers (the Data Server and the Engineering Workstation).
• The FactoryTalk Historian Live Data Interfaces in versions from 3.0 to 4.01 do not contain the new buffer system and do not leverage the increased throughput that the FactoryTalk Historian SE version 6.00.00 or later Live Data Interface has.
• The FactoryTalk Historian SE administration (such as creating points or configuring interfaces) should be performed only on either the FactoryTalk Historian SE Server or the Engineering Workstation with FactoryTalk Historian SE Management Tools installed.
• If you administer FactoryTalk Historian SE on computers with the older versions (from 3.0 to 4.01) of FactoryTalk Historian Live Data Interfaces installed, from within the FactoryTalk Administration Console or FactoryTalk View Studio, the applications may crash.

64-bit integer values are not supported

Although FactoryTalk Live Data can collect Int64 data (LINT and ULINT), FactoryTalk Historian Site Edition currently does not support storing and retrieving 64-bit integer values.

Length limitations of backup and archive file paths

• When you set locations of backup and archive files in the System Management Tools,  make sure that:
  • The total path to a backup/archive file contains no more than 255 characters.
  The total path consists of the path to the folder in which a file is located and the name of the file along with its file extension.

  Tip: The system will not inform you that the path is too long.

  • The path does not contain any of the following characters:

  Character	Character names
  &	Ampersand
  <>	Angle brackets
  *	Asterisk
  :	Colon Tip: This character is not allowed only in folder names. Using it in paths is correct.
  {}	Curly brackets
  #	Number sign
  %	Percent sign
  +	Plus sign
  ?	Question mark
  "	Quotation mark
  /	Slash
  ~	Tilde
  |	Vertical bar (pipe)

  • Folder names do not end with blank spaces.
• If the backup/archive files do not meet the requirements listed above, the backup/archive process may fail or be incomplete. It may be indicated by the following messages in the backup/archive history:
  • Backup was canceled.
  • The filename or extension is too long.
  • Backup of one or more components failed.

Documentation

• On the installation media
You will find Release Notes on the Setup page after selecting components.

• On the local hard drive
To access the user documentation available on your computer, go to the following locations:
C :\Program Files (x86)\Common Files\Rockwell\Help\FactoryTalk Historian SE
The FactoryTalk Historian SE folder contains the following subfolders and user documents:
• Asset Framework
• FTHistorianConfig
• Historian Server

• Historian WebAPI Service

• Release Notes
• Third-party Licenses
• FactoryTalk Historian SE Installation and Configuration Guide.pdf (hse-in025_-en-e.pdf)
• FactoryTalk Historian SE Live Data Interface User Guide.pdf (hseld-um024_-en-e.pdf)
• AVEVA-PI-Server-2018-SP3-Patch-4-High-Availability-Administration-Guide-EN.pdf
• AVEVA-PI-Server-2018-SP3-Patch-4-Installation-and-Upgrade-Guide-EN.pdf
• On the Start Menu
After installation, go to Start > Rockwell Software > FactoryTalk Historian SE 10.00.00 documentation to open the user documents.

For details, see User documentation in FactoryTalk Historian SE Installation and Configuration Guide.

Tip: If the PDF file does not open properly, disable Protected Mode in Adobe Reader (Go to Edit > Preferences > Security (Enhanced), and clear the Enable Protected Mode checkbox at Startup).

Adobe reader

If you want to open PDF files in the installation package before installing FactoryTalk Historian SE, you must install Adobe Acrobat Reader first.