Adding an iHistorian Data Source    

With the Portal Administration application, you can configure a Historian server as a Proficy Portal data source by opening the Historical folder and selecting the iHistorian node. The Administration application displays the following fields:

To add an iHistorian data source

1. In the Proficy Portal client application, click the Administration button on the main toolbar. The Administration application appears.

2. Click the Connectors & Data Sources button. A directory tree appears.

3. Expand the Historical folder and click the iHistorian node in this folder. The Add New iHistorian Data Source window appears.

4. In the Logical Name box, enter the name of the data source.

5. On the Configure tab, in the Server box, enter the name of the Historian server you are connecting to.

6. In the User Name box, enter the user name you will connect to the Historian server with.

7. In the Password box, enter the password you will connect to the Historian server with.

8. In the Domain box, enter the name of the server domain you will be connecting to.

9. If you want to change the default configuration settings for this data source, refer to To configure iHistorian data source defaults.

10. Click the Apply button to save your changes. The Test, Copy, Remove, and Reset Browse Cache buttons appear.

11. Click the Test button to see if your connection is functioning properly. You will receive a message that the data source test passed or that it failed. If the test passed, you are ready to retrieve data. If the test failed, refer to Verifying a Historian Connection.

To configure iHistorian data source defaults

1. If you have not already done so, in the Proficy Portal client application, click the Administration button on the main toolbar. The Administration application appears.

2. Click the Connectors & Data Sources button. A directory tree appears.

3. Expand the Historical folder and click the data source that you want to configure defaults for.

4. Click the General Defaults tab and make the necessary changes:

5. • From the Retrieve Mode list, select the retrieval method this data source will use.

   • From the Time Zone list, select the default time zone for this data source.

6. Click the Time Defaults tab and make the necessary changes:

7. NOTE: The date and time associated with the fixed date and fixed time are not configurable default settings.

   • To specify a relative date and time (for example, 1 day and 3 hours before now):

   • • Clear the Fixed Date check box and enter the number of days in the Days box.

     • Clear the Fixed Time check box and enter the number of hours, minutes, seconds, and/or milliseconds in the respective boxes.

   TIP: You can enter a fixed date/relative time, or a relative date/fixed time if necessary. For example, you could enter a relative date of 1 day before now, and select the Fixed Date check box (you cannot change the fixed date default).

8. To specify the time span (the amount of time from the start time that the data will be retrieved for), enter amounts in the Days, Hours, Minutes, Seconds, and/or Millisecs boxes.

9. If you want to change the type of sampling interval:

10. • If you select Interval, specify the data point interval (the time property that controls the data sampling). Enter amounts of time in the Hours, Minutes, Seconds, and/or Millisecs boxes.

NOTE: The Advanced Items tab of the Edit Source/Configure New Object dialog box is not available to set defaults for. This is where the Historian fields to be displayed are selected.

See Also