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Process Historian -
Installation Notes 1
Process Historian - Release
Notes 2
SIMATIC SIMATIC Process Historian 3
Process Historian
SIMATIC Process Historian
System Manual
12/2021
A5E51393796-AA
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Table of contents
1 Process Historian - Installation Notes .................................................................................................... 7

1.1 System requirements ........................................................................................................... 7
1.1.1 System requirements ........................................................................................................... 7
1.1.2 Licenses of the Process Historian .......................................................................................... 8
1.1.3 Hardware requirements ....................................................................................................... 9
1.1.3.1 Hardware requirements ....................................................................................................... 9
1.1.3.2 Low configuration limits (S)................................................................................................ 11
1.1.3.3 Medium configuration limits (M) ........................................................................................ 12
1.1.3.4 High configuration limits (L)............................................................................................... 12
1.1.3.5 Very high configuration limits (XL) ..................................................................................... 13
1.1.3.6 Medium scale configuration limits with BATCH data and Information Server (M).................. 13
1.1.3.7 Medium scale configuration limits with BATCH data and Process Historian redundancy (M)..... 14
1.1.3.8 Large scale configuration limits with BATCH data and Information Server (L) ....................... 14
1.1.4 Software requirements ...................................................................................................... 15
1.1.4.1 Software requirements ...................................................................................................... 15
1.1.4.2 Supported operating system languages.............................................................................. 16
1.1.4.3 "Historian" SQL server instance........................................................................................... 17
1.1.4.4 Firewall settings................................................................................................................. 17
1.2 Installation ........................................................................................................................ 20
1.2.1 Process Historian for PCS neo ............................................................................................. 20
1.2.1.1 Installing Process Historian for PCS neo............................................................................... 20
1.2.2 Process Historian for PCS 7 ................................................................................................. 21
1.2.2.1 Process Historian for PCS 7 - Overview ................................................................................ 21
1.2.2.2 Installing Process Historian for PCS 7 .................................................................................. 22
1.2.2.3 Installing PH-Ready on a PCS 7 OS ...................................................................................... 23
1.2.3 Process Historian for WinCC................................................................................................ 24
1.2.3.1 Installing Process Historian for WinCC................................................................................. 24
1.2.3.2 Installing PH-Ready on a WinCC station............................................................................... 25
1.2.4 Installing a combined Process Historian/Information Server................................................. 26
1.2.5 Installing a dedicated Process Historian/Information Server ................................................. 27
1.2.6 Installing Process Historian/Information Server with SIMATIC BATCH.................................... 27
1.2.7 Installing the Process Historian OPC UA Server .................................................................... 28
1.2.8 Installing Information Server Ready .................................................................................... 28
1.2.9 Configuring the PH-Ready service ....................................................................................... 29
1.2.10 Uninstalling Process Historian............................................................................................. 30
1.2.11 Updating the operating system for Process Historian........................................................... 31
1.2.12 Installing Microsoft .NET Framework .................................................................................. 31
1.3 Installation of the upgrade ................................................................................................. 33
1.3.1 Installing and uninstalling the Process Historian ................................................................. 33
1.3.2 Upgrading the Process Historian server............................................................................... 35
1.3.3 Upgrade Process Historian Ready........................................................................................ 36
2 Process Historian - Release Notes ........................................................................................................ 39
2.1 Security information .......................................................................................................... 39

System Manual, 12/2021, A5E51393796-AA 3
Table of contents
2.2 Release Notes .................................................................................................................... 40

2.3 Customer Support.............................................................................................................. 41
3 SIMATIC Process Historian ................................................................................................................... 43
3.1 Process Historian Server ..................................................................................................... 43
3.1.1 Process Historian - Installation Notes .................................................................................. 43
3.1.1.1 System requirements ......................................................................................................... 43
3.1.1.2 Installation ........................................................................................................................ 55
3.1.1.3 Installation of the upgrade ................................................................................................. 67
3.1.2 Concepts ........................................................................................................................... 72
3.1.2.1 Process Historian basics...................................................................................................... 72
3.1.2.2 Basics of data storage ........................................................................................................ 73
3.1.2.3 Basics of segmentation ...................................................................................................... 76
3.1.2.4 Data transfer from the Monitoring & Control server to the Process Historian........................ 79
3.1.2.5 Data transfer from PCS 7 OS / WinCC station to the Process Historian .................................. 81
3.1.3 Applications....................................................................................................................... 84
3.1.3.1 Configuring the database ................................................................................................... 84
3.1.3.2 Commissioning the Process Historian ................................................................................. 86
3.1.3.3 Backup and restore segment .............................................................................................. 88
3.1.3.4 Backing up the database .................................................................................................... 89
3.1.3.5 Backing up and restoring BATCH data ................................................................................. 92
3.1.4 Functions........................................................................................................................... 93
3.1.4.1 Database installation wizard............................................................................................... 93
3.1.4.2 Management Console ........................................................................................................ 97
3.1.4.3 Administration................................................................................................................. 128
3.1.4.4 Aggregation for PCS 7 and WinCC..................................................................................... 139
3.1.5 Properties (Process Historian server)................................................................................. 146
3.1.5.1 Description ...................................................................................................................... 146
3.1.5.2 Locked............................................................................................................................. 146
3.1.5.3 Restore messages ............................................................................................................ 146
3.1.5.4 Restore measured values.................................................................................................. 146
3.1.5.5 Send................................................................................................................................ 146
3.1.5.6 Last lifebeat ..................................................................................................................... 146
3.1.5.7 Last alarm data ................................................................................................................ 146
3.1.5.8 Last measured value data................................................................................................. 147
3.1.5.9 Last message configuration .............................................................................................. 147
3.1.5.10 Last measured value configuration ................................................................................... 147
3.1.5.11 Number of delayed segments........................................................................................... 147
3.1.5.12 Status .............................................................................................................................. 147
3.1.5.13 Total number of Runtime segments.................................................................................. 147
3.1.5.14 Time interval ................................................................................................................... 147
3.1.5.15 Unit ................................................................................................................................. 148
3.1.5.16 Factor .............................................................................................................................. 148
3.1.5.17 Anchor point.................................................................................................................... 148
3.1.5.18 Tag licenses ..................................................................................................................... 148
3.1.5.19 Project license status........................................................................................................ 148
3.1.5.20 Type ................................................................................................................................ 148
3.1.5.21 License status of the Process Historian.............................................................................. 148
3.1.5.22 Backup type ..................................................................................................................... 149
3.1.5.23 Backup options ................................................................................................................ 149
3.1.5.24 Backup status .................................................................................................................. 149

4 System Manual, 12/2021, A5E51393796-AA
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3.1.5.25 Destination path .............................................................................................................. 149

3.1.5.26 Alternative path ............................................................................................................... 150
3.1.5.27 Status .............................................................................................................................. 150
3.1.5.28 Scheduler status "Backup" ................................................................................................ 150
3.1.5.29 Scheduler status "Delete" ................................................................................................. 150
3.1.5.30 Number of batches .......................................................................................................... 150
3.1.5.31 Displayed......................................................................................................................... 150
3.1.5.32 Selected .......................................................................................................................... 151
3.2 Process Historian OPC UA Server....................................................................................... 152
3.2.1 Concepts ......................................................................................................................... 152
3.2.1.1 Basics of the Process Historian OPC UA Server................................................................... 152
3.2.1.2 Security concept of the Process Historian OPC UA Server................................................... 153
3.2.2 Use cases......................................................................................................................... 154
3.2.2.1 Configuring the Process Historian OPC UA Server .............................................................. 154
3.2.3 Step-by-step instructions.................................................................................................. 155
3.2.3.1 Editing the port number................................................................................................... 155
3.2.3.2 Configuring security settings ............................................................................................ 155
3.2.3.3 Configuring user identification ......................................................................................... 156
3.2.3.4 Renew expired certificates................................................................................................ 157
3.2.4 Supported OPC UA services .............................................................................................. 157
3.2.5 Supported OPC UA profiles ............................................................................................... 158
3.2.6 Instance certificate of the Process Historian OPC UA server................................................ 159
3.2.7 Trusted client certificates of the Process Historian OPC UA server....................................... 160
3.2.8 Rejected client certificates of the Process Historian OPC UA server ..................................... 162
3.2.9 Discovery Server .............................................................................................................. 162
3.2.10 Configuration file "OpcUaServerPH.xml"............................................................................ 162

Table of contents

Process Historian - Installation Notes 1
1.1 System requirements
1.1.1 System requirements
Overview
The following requirements must be met for the installation and operation of the SIMATIC
Process Historian:
• Hardware requirements (Page 9)
• Software requirements (Page 15)
We recommend operating the Process Historian server in a Windows domain.
The security settings of the firewall form the basis of the security concept for operating the
Process Historian:
Firewall settings (Page 17)
You require the following licenses to operate a Process Historian system:
Licenses of the Process Historian (Page 8)
Note
The passwords configured for a user must match on the PCs
Make sure that all passwords specified for a user are identical on the following systems:
• Monitoring & Control server
• OS server
• Process Historian server
Make sure to notice any changes to passwords.
Order of installation of Process Historian and Information Server on a system

If Process Historian and Information Server are to be installed on the same computer, they must
be installed in the same SQL Server instance. The Process Historian must be installed first.

Process Historian - Installation Notes
Cleanup of the corrupt Information Server installation

If you did not install the Information Server together with the Process Historian but installed it
afterwards, use the following procedure to clean up the faulty installation:
1. Create a full SQL Server backup of the existing PH database.
Details can be found in the section "Creating a Full PH Database Backup" in the FAQ: Backup
and restore of a Process Historian database (https://support.industry.siemens.com/cs/
attachments/66579062/66579062_pcs7_ph_backup_restore_en.pdf)
The procedure described there also applies to the SQL Server 2017.
If you use SIMATIC BATCH, the data supplied from the batches are saved separately in the
Process Historian and must therefore be taken into account in the full backup.
2. Perform a complete new installation of the operating system.
3. Start the general setup and select the installation for Process Historian and Information
Server.
4. A new, empty Process Historian database is created. Use the same configuration settings for
the newly created database.
5. Once the functionality is completed and verified, restore the previously created SQL Server
backup of the Process Historian database.
Details can be found in the section "Restore Historian Storage Database" in the FAQ: Backup
1.1.2 Licenses of the Process Historian
Products for PCS neo
Product License type Validity MLFB WiBu

Process Historian Server Single Unlimited 6DL8905-0AC10-0AB5 50001
Process Historian - Archive Tags Single Counter-relevant (100) 6DL8905-0BX00-0AB5 50002
An additional license is required for the following connectivity function:

Process Historian OPC UA Server Single 1 6DL8905-0CC10-0AB5 50003
Products for PCS 7
Product License type Validity MLFB

Process Historian and Information Server Single Unlimited 6ES7652-7AX68-2YB0
6ES7652-7AX68-2YH0
Process Historian Single Counter-relevant (100) 6ES7652-7BX68-2YB0
6ES7652-7BX68-2YH0


Process Historian - Archive BATCH Single Unlimited 6ES7652-7DX68-2YB0
6ES7652-7DX68-2YH0
Upgrade Package Process Historian and Informa‐ Single Unlimited 6ES7652-8AX68-2YE0
tion Server, V9.0 to V9.1 6ES7652-8AX68-2YH0

Process Historian - OPC UA Server Single Unlimited 6ES7652-7FX68-2YB0
6ES7652-7FX68-2YH0
Products for WinCC

Process Historian and Information Server 2020 Single Unlimited 6ES7652-7AX68-0YT8
SP1, 6ES7652-7AX68-0YH8
Software Media Package

6ES7652-7FX68-2YH0
Note
MLFB numbers
MLFB numbers ending with 2YB0/2YE0/0YT8 are goods deliveries.
MLFB numbers ending with 2YH0/0YH8 are OSD deliveries (downloads).
1.1.3 Hardware requirements
1.1.3.1 Hardware requirements
Overview
Before you decide on hardware equipment, you must:
• Estimate the expected tag and message load.
• Determine how long the data is stored in the Process Historian.
Based on these numbers, you can determine the necessary hard disk capacity.
The "PH-HWAdvisor" tool calculates the hardware configuration for the Process Historian based
on the specific project.

PH-HW Advisor (https://support.industry.siemens.com/cs/ww/en/view/109740115)
Overview of the configuration limits

The following assumptions are made regarding the values for the configuration limits:
• The Process Historian was configured with 6 runtime segments and a future segment.
• The compression factor is "10".
• The data is available for 2 years on the Process Historian database.
• The calculation of the required storage space is based on the high limit of the respective tags.
Configuration limits Small (S) Medium (M) Large (L) Extra Large (XL)
Monitoring & Control server / OS 1 2-4 5 - 10 11 - 18
server (redundant)
Monitoring & Control station / OS 4 16 40 40
client
Max. process values/s 1500 6000 15,000 27,000
∅ messages/min 10 40 100 180
Storage space required
For the process values in TB 1 4 10 18
For the messages in TB 0.04 0.16 0.4 0.7
Configured hard disk space*)
For the process values in TB 7.2 14.4 21.6
For the messages in TB 2 0.6 0.9 1.8
*) The following is taken into account:

• The compression factor may vary.
• The data can be available for more than 2 years on the Process Historian database.
• The capacity of the hard disks is larger than calculated by the operating system.
The following hardware equipment is recommended:
• Low configuration limits (S) (Page 11)
• Medium configuration limits (M) (Page 12)
• High configuration limits (L) (Page 12)
• Very high configuration limits (XL) (Page 13)
Overview of the configuration limits with SIMATIC BATCH
Configuration limits Medium (M) Large (L)

Monitoring & Control server / OS server (redun‐ 2-4 5 - 10
dant)
Monitoring & Control station / OS client 16 40
Max. process values/s 6000 15,000
∅ messages/min 40 100


Required storage space (with a redundant BATCH server)
For the process values in TB 4 10
For the messages in TB 0.16 0.4
For the BATCH messages*) 2 2
Configured hard disk space
For the process values in TB 7.2 14.4
*) 60 recipe steps / min. require 1 TB for the BATCH messages

• Medium scale configuration limits with BATCH data and Information Server (M) (Page 13)
• Medium scale configuration limits with BATCH data and Process Historian redundancy (M)
(Page 14)
• Large scale configuration limits with BATCH data and Information Server (L) (Page 14)
1.1.3.2 Low configuration limits (S)
Overview
Platform IPC 847E

CPU Xeon E3-1268L v3 (4C/8T, 2.30 GHz, 8 MB cache, TB, VT‑d, AMT)
RAM 32 GB, EEC
Hard disks Properties and quanti‐ Total storage space Use
ty capacity
1 x 240 GB SSD SATA 240 GB Operating system and transaction log
The SSD hard disk should have two partitions:
• Partition 1: 100 GB for the operating system and the
software
• Partition 2: 140 GB for the transaction log
This means that in emergencies the operating system
can be restored without losing the transaction log.
RAID 5, 3 x 1 TB, HDD 2 TB Complete Process Historian database
SAS
With this hardware equipment, you cannot use the following options:
• Combining the Process Historian and Information Server
• SIMATIC BATCH archive

1.1.3.3 Medium configuration limits (M)
Overview
CPU Intel® Xeon® processor E5-2643v4 (6C/12T, 3.40 GHz, TLC: 20 MB, Turbo: 3.60 GHz, 9.6 GT/s, Mem bus:
2,400 MHz, 135 W, AVX Base 2.80 GHz, AVX Turbo 3.60 GHz). Comparable or better CPU.
RAM 64 GB, EEC
Hard disks Properties and quantity Total storage space capacity Use
(18x) RAID 1, 2 x 600 GB 600 GB Operating system
2.5" RAID 1, 2 x 1.8 TB 1.8 TB Transaction log
SAS 12 GB/s RAID 1, 2 x 1.8 TB 1.8 TB Process values (data group 0)
RAID 1, 2 x 1.8 TB 1.8 TB Process values (data group 1)
RAID 1, 2 x 600 GB 600 GB Messages
RAID 1, 2 x 600 GB 600 GB General data
RAID 1, 2 x 1.8 TB 1.8 TB Information Server database
1.1.3.4 High configuration limits (L)
Overview
CPU 2x Intel® Xeon® processor E5-2643v4 (6C/12T, 3.40 GHz, TLC: 20 MB, Turbo: 3.60 GHz, 9.6 GT/s, Mem bus:
RAM 64 GB, EEC

1.1.3.5 Very high configuration limits (XL)
Overview
RAM 128 GB, EEC
(32x) RAID 1, 2 x 1.8 TB 1.8 TB Operating system
RAID 1, 2 x 1.8 TB 1.8 TB Messages
RAID 1, 2 x 1.8 TB 1.8 TB General data
Note
You can expand the scale in regard to performance and the database size by using a
Storage Area Network (SAN).
1.1.3.6 Medium scale configuration limits with BATCH data and Information Server (M)
Overview
2400 MHz, 135 W, AVX Base 2.80 GHz, AVX Turbo 3.60 GHz). Comparable or better CPU.
RAM 64 GB, EEC

(22 x) RAID 1, 2 x 600 GB 600 GB Operating system
RAID 1, 2 x 1.8 TB 1.8 TB BATCH data
• Process Historian Redundancy
1.1.3.7 Medium scale configuration limits with BATCH data and Process Historian
redundancy (M)
Overview
RAM 64 GB, EEC
1.1.3.8 Large scale configuration limits with BATCH data and Information Server (L)
Overview
RAM 128 GB, EEC

1.1.4 Software requirements
1.1.4.1 Software requirements
Operating systems
The following Microsoft operating system is supported:
• Windows Server 2019
Supported operating system languages (Page 16)
An update of the operating system is not allowed while the Process Historian is running. To
install an update, proceed as follows:
Updating the operating system for Process Historian (Page 31)
Note
Process Historian identifies the hosts using the host SID
The computer SID is a unique security identifier. The Process Historian identifies the Monitoring
& Control stations / OS clients / WinCC stations by their computer SID. Computers that have the
same computer SID and store data on the Process Historian are not uniquely identified by the
Process Historian. This can lead to malfunctions on the Process Historian.
When computers are cloned, the computer SID is not adjusted automatically.
The combined Process Historian/Information Server computer must also have a unique SID.
.NET Framework
The Process Historian requires ".NET Framework 4.6.2." or higher. You might need to install this
version of the Framework.
Installing Microsoft .NET Framework (Page 31)

Microsoft Message Queuing Services for PCS 7/WinCC

The Process Historian uses the Microsoft Message Queuing services for PCS 7 and WinCC. This
component is part of the operating system. You may need to subsequently install Microsoft
Message Queuing.
SQL Server
The Process Historian server requires the Microsoft SQL Server 2017 Standard Edition 64-bit. The
SQL Server is installed automatically during the Process Historian installation.
You need to set up appropriate user rights to access the data on the SQL Server. Read the relevant
documentation.
"Historian" SQL server instance (Page 17)
Note
Do not change Windows computer name
Do not change the Windows computer name after installing the Process Historian.
If you do change the Windows computer name, you must uninstall and reinstall the SQL Server.
Do not use the name "HIST" or "HISTORIAN" for the Process Historian computer
These names are already pre-defined for the SQL Server instance. Using these names leads to a
conflict with the SQL server. The Database Wizard will not work.
Virtual systems
You can use Process Historian in the virtualized environments supported by PCS neo/PCS 7/
WinCC.
See also
Hardware requirements (Page 9)
1.1.4.2 Supported operating system languages
Overview
Process Historian is released for the following operating system languages:
• German
• English
• French
• Italian
• Spanish
• Multilingual operating system

The Asian version of Process Historian is released for the following operating system languages:
• English
• Chinese (Simplified, PRC)
• Japanese
Note
The Process Historian supports the primary languages of the operating system languages. For
example, English (USA).
1.1.4.3 "Historian" SQL server instance
Overview
An "Historian" instance is created with the required settings during installation on a Microsoft
SQL. You can change the name of the instance later.
This instance is always installed in English. The language in which existing SQL Server instances
are installed has no influence on this. Existing instances are not affected by the Service Pack.
"Historian" instance after uninstalling Process Historian

The SQL Server "Historian" instance is retained when the Process Historian is uninstalled. For
licensing reasons, this instance must be uninstalled manually.
1.1.4.4 Firewall settings
Overview
The security settings of the firewall are the basis of the security concept. The required security
settings for the locally installed Windows firewall to run the Process Historian server are adapted
via the Database Installation Wizard after installation. The settings depend on the data sources
used.
If you use an additional firewall between the Monitoring & Control station / OS client / WinCC
station and the Process Historian, these ports must remain accessible.
Make sure that firewall features that make checks at application level are adjusted, if necessary.
For example, you must disable the "RPC Filter" feature in the SIEMENS Application Firewall.
Note
The ports which are not necessary for communication of the current configuration must be
closed.

Assignment of SIMATIC products as data sources to the firewall settings
Firewall settings PCS PC BATC Win WinCC Perform‐ Process Historian Information OPC UA
neo S7 H CC ance Monitor Redundancy Server (Remote) Server
(Remote)
PH LLMNR-UDP-In x x x
PH Database Writer x x
SF2
PH SQL server port x x x x x x
PH SQL Server Moni‐ x x x x x x
tor Port
PH SQL Server Appli‐ x x x x x x
cation
PH RPC for MSMQ x x
PH Network Discov‐ x x x x x
ery
PH Discovery Serv‐ x x x
ices
PH Management x
PH Redundancy x
Services
PH WCF Message x
Queue Service (Re‐
dundancy Mainte‐
nance Service)
PH WCF Message x
Queue Service (SQL
Mirroring Setup)
PH WCF Message x
Queue Service
(Maintenance Serv‐
ice)
PH SQL - Server Mir‐ x
roring Port (UDP)
roring Port (TCP)
Open ports
The Process Historian server requires the following open ports for operation:
Name Protocol Port

PH RPC for MSMQ TCP 135
PH Network Discovery UDP 137
(NetBios Name Resolution)
PH SQL Server Monitor Port UDP 1434
Microsoft Message Queuing TCP 1801
PH DatabaseWriterServiceUI TCP 2224

Name Protocol Port

PH Maintenance Service TCP 2225
(Srv ServerPort)
(Srv ClientPort)
PH Database Writer SF2 TCP 2227
PH Server 2020 TCP 2230
(Server, License; Info; Live data)
PH SQL Server Port TCP 3723
PH SQL Mirroring Port (TCP) TCP 5022
PH SQL Mirroring Port (UDP) UDP 5022
PH Discovery Services TCP 5048
PH Management TCP 2222
PH Redundancy Services TCP 60000
PH WCF Message Queue Service (Redundan‐ TCP 60001
cy Maintenance Service)
OPC UA Local Discovery Server TCP Any port
The Monitoring & Control server / OS server requires the following open ports for operation:
Name Protocol Port

NetBios Name Resolution UDP 137

1.2 Installation
1.2 Installation
1.2.1 Process Historian for PCS neo
1.2.1.1 Installing Process Historian for PCS neo
Note
Configuration of the target computer in the Administration Console
Before manually installing the Process Historian/Information Server, the target computer must
be configured in the Administration Console:
1. Install AC Agent via "AdditionalProducts\AC Agent" of the PCS neo setup or a remote
installation of the AC agent from the AC Server to the Process Historian-Server/Information
Server.
2. Add the Process Historian Server/Information Server to the Administration Console.
3. Create an AC server certificate for the Process Historian Server/Information Server.
To do so, follow the instructions in the PUD for the Administration Console:
• Administration > SIMATIC PCS neo Administration Console > Getting Started > Use cases >
Create setup definition for AC agent
• Administration > SIMATIC PCS neo Administration Console > Communication > Adding target
computer to AC
• Administration > SIMATIC PCS neo Administration Console > Communication > Use cases >
Create certificate for target computer
After successful local installation of Process Historian/Information Server, perform the following
advanced steps in the Administration Console:
1. Connect the PH/IS computer to the UMC domain.
2. Determine the inventory data for the PH/IS computer.
3. Update the distribution of the configuration.
Follow the instructions in the PUD: "Administration > Administration Console > Inventory > Work
with inventory data"
Requirement
• You have the Windows "Administrator" permission.
• The system requirements for the Process Historian are met.
Procedure
1. Install the "SIMATIC PCS neo Process Historian Server" software module via the PCS neo setup.
2. After completion, conclude the setup with a restart.

1.2 Installation
Result
Process Historian is installed on the PC.
The Database Installation Wizard is started, which you use to configure the Process Historian
database. You can find additional information on the configuration of the database in the
"Process Historian Server" manual.
Permissions for Windows domain users

If the operating system login on the Process Historian only has user authorization, the Process
Historian Management Console is not opened automatically when the system is restarted. To
open the Process Historian Management Console, go to "Start > Siemens Automation > SIMATIC
> Process Historian > Process Historian Management Console".
To start the Process Historian Management Console automatically after restarting, enter the
Windows domain user in the local administrator group.
See also
Configuring the database (Page 84)
Opening the Process Historian Management Console (Page 97)
1.2.2 Process Historian for PCS 7
1.2.2.1 Process Historian for PCS 7 - Overview
Overview
Depending on the configuration, you have various configuration options:
• Combined Process Historian/Information Server:
– On the Process Historian/Information Server
Installing a combined Process Historian/Information Server (Page 26)
– On the OS servers
Installing PH-Ready on a PCS 7 OS (Page 23)
• Process Historian/Information Server and SIMATIC BATCH
Installing Process Historian/Information Server with SIMATIC BATCH (Page 27)

1.2 Installation
• Dedicated Process Historian/Information Server

Installing a dedicated Process Historian/Information Server (Page 27)
• Referenced OS single station with Process Historian/Information Server
– On the referenced OS single station. The OS single station base must be redundant when
using a Process Historian in this configuration. You can use a total of eight OS stations.
1.2.2.2 Installing Process Historian for PCS 7
Requirement
• The system requirements are met.
• Microsoft Message Queuing (MSMQ) is installed.
Procedure
1. Start the PCS 7 setup from of the "PCS 7 V9.1 SP1" data storage medium.
2. Follow the instructions of the installation wizard.
Read the License Agreement and the Open Source License Agreement.
3. If necessary, enter the following information in the "User information" dialog:
– User
– Associated organization
4. Select the required "Type of installation":
– Package installation
– Custom installation
5. In the "Archiving and Reporting" category, select the "Process Historian" program package for
package installation or the "Process Historian Server 2020 SP1" program for custom
installation.
6. If required, select additional components in the "Programs" dialog.
7. Read the license agreement for Microsoft SQL Server.
8. Confirm the changes to the system settings in the "System settings" dialog.
9. Start the installation.
10.To complete the installation, restart the system.

1.2 Installation
Note
Restart during the installation
Several restarts are requested during installation. These restarts must be executed when they
are requested and not at a later time.
Result

1.2.2.3 Installing PH-Ready on a PCS 7 OS
Introduction
With the following OS installation options, the PH-Ready component is installed automatically:
• OS Server for Process Historian
• Maintenance Station for Process Historian
• OS Single Station for Process Historian
Requirement
• The user under which the Process Historian was installed is registered on the computer.
Procedure
1. Start the setup with the PCS 7 data storage medium. The version of the PH-Ready must always
correspond to the version of the Process Historian.

1.2 Installation
3. In the "Server" category, select the "OS Server for Process Historian" program package.
For a subsequent installation, use the "OS Server for Process Historian" program package or
the "Process Historian Ready Component 2020 SP1" program under "Archiving and
Reporting".
6. To complete the installation, reboot the system.
Note
Several restarts are requested during installation. You cannot postpone the reboots to a later
time.
Result
The PH-Ready component is installed on the computer.
After installation, you need to configure the PH-Ready service using the Service Configuration
Wizard.
Configuring the PH-Ready service (Page 29)
1.2.3 Process Historian for WinCC
1.2.3.1 Installing Process Historian for WinCC
Introduction
You can use a separate server with installed Process Historian in the WinCC environment.
Requirement
Procedure
1. Start the setup via the data storage medium for Process Historian / Information Server.
3. In the "Process Historian" category, select the "Process Historian Server" program package.

1.2 Installation

6. Accept the changes made to the system settings.
You can see an overview of the setup process.
8. To complete the installation, restart the system.
Note
Result
Process Historian is installed on the separate server.

1.2.3.2 Installing PH-Ready on a WinCC station
Requirement
Procedure
1. Start the setup via the "Process Historian / Information Server 2020 SP1" data storage
medium.
2. Select the product language.

1.2 Installation
4. In the "Process Historian" category, select the "Process Historian Ready Component 2020 SP1"
program package.
Note
time.
Result
Wizard.
1.2.4 Installing a combined Process Historian/Information Server
Procedure
1. Install the respective "Process Historian" program package on the PC.
Installing Process Historian for PCS neo (Page 20)
Installing Process Historian for PCS 7 (Page 22)
Installing Process Historian for WinCC (Page 24)
2. Install the "Information Server" program package on the PC.
Result
A combined Process Historian/Information Server is installed on the PC.

1.2 Installation
1.2.5 Installing a dedicated Process Historian/Information Server
Procedure
1. Install the respective "Process Historian" program package on the Process Historian OPC UA
Server.
2. Install the "Process Historian OPC UA" program package on the Process Historian OPC UA
Server.
Installing the Process Historian OPC UA Server (Page 28)
Result
A dedicated Process Historian/Information Server is installed on the Process Historian OPC UA
Server.
1.2.6 Installing Process Historian/Information Server with SIMATIC BATCH
Procedure
3. Install the "Information Server - BATCH Options" program package on the Information Server.
4. Install the "Information Server - MS Office Add-in" program package on the Information
Server client if the client is used as an MS Office client.
Result
A Process Historian/Information Server is installed on the PC which integrates SIMATIC BATCH.

1.2 Installation
1.2.7 Installing the Process Historian OPC UA Server
Requirement
• Process Historian is installed on the PC.
• The "Process Historian OPC UA Server" license is available.
Procedure for PCS neo

1. Install the "SIMATIC PCS neo Process Historian OPC UA Server" software module via the PCS
neo setup.
Procedure for PCS 7/WinCC

1. Start the setup from the data storage medium with the PCS/WinCC software.
2. Carry out the installation.
3. Under "Custom Installation", select:
– "Options" > "Process Historian OPC UA" program package
Result
The Process Historian Server is pre-configured as an OPC UA Server If necessary, change the
server configuration using the "OpcUaServerPH.xml" configuration file. For more information on
the server configuration, refer to the "Process Historian OPC UA Server" manual.
The OPC UA Local Discovery Server (LDS) from the OPC Foundation is also installed.
See also
Discovery Server (Page 162)
Configuring the Process Historian OPC UA Server (Page 154)
1.2.8 Installing Information Server Ready
Requirement
• The required hardware and software requirements for the installation of the Information
Server are fulfilled.
• Close all Windows programs before running Setup.

1.2 Installation
• The specified user information must match on the different systems. Password changes must
be tracked in all systems.
• For using the IS Ready with Process Historian: The IS Ready Service user must be created as
a system administrator on the SQL Server instance.
Installation of the Information Server Ready on the Process Historian computer

1. Open the setup folder.
2. Select the "Start.exe" file of the component to be installed.
3. Select the language.
4. Read the installation instructions.
5. Accept the license agreement.
6. Select the installation content.
You see an overview of the setup for the installation process.
7. The installation is completed.
Restart the system now or at a later time.
Configuration on the Process Historian computer

1. Open "Start > All Programs > Siemens Automation > SIMATIC > IS Ready".
2. Select "IS Ready Configuration".
The "IS Ready Configurator" opens.
3. Select "Next".
4. Enter your logon information.
5. Select "Finish".
Note
Checking the configuration
The configuration was successful if you have been assigned to the "SIMATIC Reporting
Services" group under "Local Users and Groups" on your computer.
Result
Information Server Ready is installed.
1.2.9 Configuring the PH-Ready service

You can use the Service Configuration Wizard to define the user under which the PH-Ready
service is executed on the PCS 7 and WinCC computers. The user should be the same user who
installed the Process Historian. The user automatically becomes a member of the "SIMATIC HMI"
user group.

1.2 Installation
You can start the Configuration Wizard at any time and reset the access rights.
Requirement
PH-Ready is installed.
Procedure
1. After restarting the computer, start the Configuration Wizard for the "CCCAPHServer" service
via" Siemens Automation" > "PH-Ready Configuration".
2. In the "New security setting" area, select the "Run with user credentials" option.
3. Enter the user under which the Process Historian was installed. Enter the password.
The user must be created on the OS for this.
4. Complete the configuration of the "CCCAPHServer" service with "Finish".
Note
The passwords set for a user must match on the computers
Make sure that the passwords set for a user match on the following systems:
• WinCC OS/PCS 7 OS
Note
Update installation of PCS 7
If you upgrade the PCS 7 version on the OS, you then need to re-configure the PH-Ready service.
Result
The PH-Ready component is configured.
1.2.10 Uninstalling Process Historian
Procedure
1. Shut down the Process Historian server, either from the Process Historian Management
dashboard or from the PC status bar.
2. Go to "Control Panel > Programs and Features".
3. Select the item SIMATIC Process Historian Server.
4. Select the "Uninstall" menu command.
5. Accept the uninstallation.

1.2 Installation
Result
Process Historian has been uninstalled. The database and all data remain available on the
system.
See also
Changing the operating state of the Process Historian (Page 97)
1.2.11 Updating the operating system for Process Historian
Introduction
The following procedure describes an update of the operating system.
Procedure
1. Go to the "Process Historian Management" dashboard on the Management Console.
2. In the "Process Historian operating state" area, select the "Shut down" status.
Click "Apply".
3. Update the operating system, for example, using the Windows Server Update Service
(WSUS).
4. Start the computer again after updating the operating system.
5. Start the Management Console with "Start > Siemens Automation > Process Historian
Management Console".
7. In the "Process Historian operating state" area, select the "Start" status.
Click "Apply".
Result
The operating system on the Process Historian is updated to the latest version.
1.2.12 Installing Microsoft .NET Framework
Procedure
1. Open the Server Manager with "Start > Server Manager".
2. Select "Add roles and features".
3. Click "Next" on the "Before you begin" page.

1.2 Installation
4. Select "Installation Type > Role based or feature based installation > Server selection > Server
role > Features".
5. Select ".Net Framework 4.8" or higher.
6. Click "Install".
Result
The ".Net Framework 4.8" or higher was installed.

1.3 Installation of the upgrade
1.3.1 Installing and uninstalling the Process Historian
Installation of the upgrade

You can upgrade a previous version of Process Historian to the latest version via the upgrade
installation.
When you upgrade, you upgrade all computers in the Process Historian system. Therefore, install
the upgrade on all computers on which the following components are installed:
• Process Historian
• PH-Ready component of the Process Historian on the PCS 7 Operator Stations (OS) and WinCC
stations
The installation of the upgrade depends on the PC on which the installation is started. Detailed
information is available in the sections below.
To install an upgrade, you need to completely shut down the Process Historian.
NOTICE
Backing up existing data
Before upgrading the Process Historian server, create a manual backup or cyclic full backup of
the existing database.
Update installation procedure
Note
Order of the software update of PCS 7 and Process Historian
You need to update the Process Historian server to the corresponding Process Historian version
of the new PCS 7 version first before you update the PCS 7 plant.
In this context, also read the instructions "SIMATIC Process Control System PCS 7 Software
update" with the section "How to update the Process Historian and Information Server".
SIMATIC Process Control System PCS 7 Software update (https://support.industry.siemens.com/
cs/ww/en/view/109767557)
Do not change the computer name or memory structure
During the upgrade, you cannot change the computer name or the structure of the memory
paths.
1. When required, replace the hardware.

2. When upgrading from PH 2014 SP3, upgrade the operating system of the Process Historian
system computers and reinstall the Process Historian server on Windows Server 2019.

3. Upgrade the Process Historian server and update the Process Historian database.
Upgrading the Process Historian server (Page 35)
4. Upgrade PH-Ready on the PCS 7 OS and/or the WinCC stations.
Upgrade Process Historian Ready (Page 36)
The upgrade installation is possible for the following versions:
From version Via version Via version To version

Every version from 2014 SP3 2014 SP3 Update 6 - 2020 SP1
2019 2019 SP1 Update 1 2020 Update 1 2020 SP1
2019 SP1 2019 SP1 Update 1 2020 Update 1 2020 SP1
2019 SP1 Update 1 - 2020 Update 1 2020 SP1
2020 - - 2020 SP1
Upgrade via download file

If you have the upgrade as a self-extracting download file, extract this upgrade only on a PC with
the Process Historian product installed.
Performing the installation

The Setup program guides you through the entire installation.
Depending on the system configuration, a restart may be necessary following the installation.
Supplementary installation
You will have to install the upgrade once again if you have performed a retro-installation from
the supplied data storage medium.
System behavior after the upgrade installation is complete

• The applications (services) are automatically restarted after restart of the computer.
• The Process Historian Management Console is started in the background on the Process
Historian server.
Note
The process data is only transmitted again when the new version is installed on all Process
Historian servers and computers with PH-Ready.
Status of the Process Historian server and the licensing status

The Process Historian and the Management Console are not available during the upgrade
installation.
Database: Access rights during installation

The access rights of the registered user to the SQL server of the database are temporarily revoked
during the upgrade installation. Clients also lose access to the database during this time.

Uninstalling
The upgrade cannot be uninstalled.
1.3.2 Upgrading the Process Historian server
Introduction
To upgrade a Process Historian server, use the corresponding, latest version on the PCS neo, PCS
7, WinCC data storage medium or the upgrade download, depending on the configuration.
After installation, the Process Historian database is updated via the Database Installation Wizard.
NOTICE
Procedure
1. Shut down the Process Historian on the "Process Historian Management" dashboard.
2. Run the setup.
5. To complete the installation, reboot the system. After the upgrade installation, the Process
Historian Database Installation Wizard starts. Databases from predecessor versions are
migrated by means of this wizard without modification of the interfaces.
6. If you use new hardware, you need to cancel the Database Installation Wizard. Restore the
database with the "Database Recovery" program, which you will find via the start window of
the operating system. Then restart and start the Database Installation Wizard.
7. Follow the instructions of the database installation wizard to update the existing data. As
soon as the database is updated, a window appears with an overview of actions already
performed.
Result
The Process Historian Server is upgraded and the Process Historian database is updated.
The Process Historian server goes into operation.
After a certain time, the previous PH-Ready components on the PCS 7 Operator Stations (OS) and
WinCC stations supply data again.

1.3.3 Upgrade Process Historian Ready

After the upgrade installation of Process Historian Server, upgrade the other computers in the
Process Historian system:
• On the WinCC stations
• On the PCS 7 operator stations (OS)
Perform an upgrade of Process Historian Ready (PH-Ready). Use the update download or,
depending on the configuration, the latest version of the WinCC or PCS 7 data storage medium.
Upgrading n PH-Ready without upgrading PCS 7 OS

When upgrading the PH components in a PCS 7 system in isolation, only the Process Historian
server and PH-Ready are upgraded to a newer version. All other PCS 7 products and components
remain unchanged.
• Via update download:
Only the PH components on the PCS 7 OS are upgraded during the setup.
• Via a newer PCS 7 data storage medium without upgrading the complete PCS 7 OS: Manually
uninstall
PH-Ready and then manually install PH-Ready from the corresponding subfolders of the PCS
7 data storage medium.
Note
Several restarts may be requested during installation. These restarts must be executed when
they are requested and not at a later time.
Install Process Historian Ready if the OS server has the same hardware and the same computer
name
1. Set WinCC offline and end WinCC.
(WSUS).
3. Start the setup for the PH-Ready via the WinCC or PCS 7 data storage medium. The version of
the PH-Ready must always correspond to the version of the Process Historian.
5. After installing the settings, check the PH-Ready service using the Service Configuration
Wizard.
6. Restart the computer.
7. Set WinCC online again.

Install Process Historian Ready if the OS server has new hardware and the previous computer name
1. Set up the new hardware with the appropriate operating system.
The computer name of the OS Server with the new hardware must be identical to the
previous computer name of the OS Server.
2. Install WinCC.
5. After installation, you need to con igure the PH-Ready service using the Service
Con iguration Wizard.
Con iguring the PH-Ready service (Page 29)
7. Import the WinCC projects from the ES to the new computers.
8. Set WinCC online.
9. Set the old WinCC system offl ine.
Result The current PH-Ready is installed on the computer.


Process Historian - Release Notes 2
2.1 Security information
Siemens provides products and solutions with industrial security functions that support the
secure operation of plants, systems, machines and networks.
In order to protect plants, systems, machines and networks against cyber threats, it is necessary
to implement – and continuously maintain – a holistic, state-of-the-art industrial security
concept. Siemens’ products and solutions constitute one element of such a concept.
Customers are responsible for preventing unauthorized access to their plants, systems,
machines and networks. Such systems, machines and components should only be connected to
an enterprise network or the internet if and to the extent such a connection is necessary and only
when appropriate security measures (e.g. firewalls and/or network segmentation) are in place.
For additional information on industrial security measures that may be implemented, please
visit
https://www.siemens.com/industrialsecurity (https://www.siemens.com/industrialsecurity).
Siemens’ products and solutions undergo continuous development to make them more secure.
Siemens strongly recommends that product updates are applied as soon as they are available
and that the latest product versions are used. Use of product versions that are no longer
supported, and failure to apply the latest updates may increase customer’s exposure to cyber
threats.
To stay informed about product updates, subscribe to the Siemens Industrial Security RSS Feed
under
https://www.siemens.com/industrialsecurity (https://www.siemens.com/industrialsecurity).

Process Historian - Release Notes
2.2 Release Notes
2.2 Release Notes
Contents
These Release Notes contain important information on the SIMATIC Process Historian. The
information in these Release Notes takes precedence over statements in the manuals and in the
online help. Read these Release Notes carefully because they contain useful information for you.

2.3 Customer Support
Customer Support and Technical Support

You can reach the SIMATIC hotlines at the times specified in the following table. The SIMATIC
hotline employees speak German and English. The Authorization hotline offers French, Italian or
Spanish customer support in addition to German and English.
Technical support
Nuremberg (GMT +1:00)

Service Monday - Friday, 8:00 to 17:00 (CET/CEST)
Hours
Phone +49 911 895 7222
Fax +49 911 895 7223
E-mail Support request (https://support.industry.siemens.com/My/ww/en/requests)
Automation Value Card (AVC)

The Automation Value Card (AVC) provides extended Technical Support and is available 24 hours
every day of the week. Information on the AVC can be found at the following URL:
• Automation Value Card (https://support.industry.siemens.com/cs/sc/2021/automation-
value-card?lc=en-WW)
SIMATIC Customer Online Support
Service and Support

An overview of the support offering for our products is available at the following URL:
• Online support (https://support.industry.siemens.com/cs/start?lc=en-WW)
Support app
For Siemens support on the go, get the app:
• Support app (https://support.industry.siemens.com/cs/sc/2067/mobile-use-via-app?lc=en-
WW)
Technical documentation for SIMATIC products

You can find a guide to the technical documentation provided for individual SIMATIC products
and systems at the following URL:
• Technical documentation portal (https://support.industry.siemens.com/cs/document/
109742705/documentation?dti=0&lc=en-WW)
Contact person database

To contact your local agent, search our contact database at the following URL:
• Contact person database (http://www.automation.siemens.com/partner/index.asp?
lang=en)

Product Information
SIMATIC Products
Go to the following URL for additional information about SIMATIC products:
• Overview of SIMATIC products (http://w3.siemens.com/mcms/topics/en/simatic/Pages/
default.aspx)

SIMATIC Process Historian 3
3.1 Process Historian Server
3.1.1 Process Historian - Installation Notes
3.1.1.1 System requirements
System requirements
Overview
The following requirements must be met for the installation and operation of the SIMATIC
Process Historian:
• Hardware requirements (Page 9)
• Software requirements (Page 15)
We recommend operating the Process Historian server in a Windows domain.
The security settings of the firewall form the basis of the security concept for operating the
Process Historian:
You require the following licenses to operate a Process Historian system:
Note
The passwords configured for a user must match on the PCs
Make sure that all passwords specified for a user are identical on the following systems:
• Monitoring & Control server
• OS server
Order of installation of Process Historian and Information Server on a system

If Process Historian and Information Server are to be installed on the same computer, they must
be installed in the same SQL Server instance. The Process Historian must be installed first.

Cleanup of the corrupt Information Server installation

If you did not install the Information Server together with the Process Historian but installed it
afterwards, use the following procedure to clean up the faulty installation:
1. Create a full SQL Server backup of the existing PH database.
Details can be found in the section "Creating a Full PH Database Backup" in the FAQ: Backup
The procedure described there also applies to the SQL Server 2017.
If you use SIMATIC BATCH, the data supplied from the batches are saved separately in the
Process Historian and must therefore be taken into account in the full backup.
2. Perform a complete new installation of the operating system.
3. Start the general setup and select the installation for Process Historian and Information
Server.
4. A new, empty Process Historian database is created. Use the same configuration settings for
the newly created database.
5. Once the functionality is completed and verified, restore the previously created SQL Server
backup of the Process Historian database.
Details can be found in the section "Restore Historian Storage Database" in the FAQ: Backup
Licenses of the Process Historian
Products for PCS neo

Process Historian Server Single Unlimited 6DL8905-0AC10-0AB5 50001
Process Historian - Archive Tags Single Counter-relevant (100) 6DL8905-0BX00-0AB5 50002

Process Historian OPC UA Server Single 1 6DL8905-0CC10-0AB5 50003
Products for PCS 7

Process Historian and Information Server Single Unlimited 6ES7652-7AX68-2YB0
6ES7652-7AX68-2YH0
Process Historian Single Counter-relevant (100) 6ES7652-7BX68-2YB0
6ES7652-7BX68-2YH0
Process Historian - Archive BATCH Single Unlimited 6ES7652-7DX68-2YB0
6ES7652-7DX68-2YH0
Upgrade Package Process Historian and Informa‐ Single Unlimited 6ES7652-8AX68-2YE0
tion Server, V9.0 to V9.1 6ES7652-8AX68-2YH0


6ES7652-7FX68-2YH0
Products for WinCC

Process Historian and Information Server 2020 Single Unlimited 6ES7652-7AX68-0YT8
SP1, 6ES7652-7AX68-0YH8
Software Media Package

6ES7652-7FX68-2YH0
Note
MLFB numbers
MLFB numbers ending with 2YB0/2YE0/0YT8 are goods deliveries.
MLFB numbers ending with 2YH0/0YH8 are OSD deliveries (downloads).
Hardware requirements
Hardware requirements
Overview
Before you decide on hardware equipment, you must:
• Estimate the expected tag and message load.
• Determine how long the data is stored in the Process Historian.
Based on these numbers, you can determine the necessary hard disk capacity.
The "PH-HWAdvisor" tool calculates the hardware configuration for the Process Historian based
on the specific project.
PH-HW Advisor (https://support.industry.siemens.com/cs/ww/en/view/109740115)

Overview of the configuration limits

The following assumptions are made regarding the values for the configuration limits:
• The Process Historian was configured with 6 runtime segments and a future segment.
• The compression factor is "10".
• The data is available for 2 years on the Process Historian database.
• The calculation of the required storage space is based on the high limit of the respective tags.
Configuration limits Small (S) Medium (M) Large (L) Extra Large (XL)
Monitoring & Control server / OS 1 2-4 5 - 10 11 - 18
server (redundant)
Monitoring & Control station / OS 4 16 40 40
client
Max. process values/s 1500 6000 15,000 27,000
∅ messages/min 10 40 100 180
Storage space required
For the process values in TB 1 4 10 18
For the messages in TB 0.04 0.16 0.4 0.7
Configured hard disk space*)
For the process values in TB 7.2 14.4 21.6
For the messages in TB 2 0.6 0.9 1.8
*) The following is taken into account:

• The compression factor may vary.
• The data can be available for more than 2 years on the Process Historian database.
• The capacity of the hard disks is larger than calculated by the operating system.
• Low configuration limits (S) (Page 11)
• Medium configuration limits (M) (Page 12)
• High configuration limits (L) (Page 12)
• Very high configuration limits (XL) (Page 13)
Overview of the configuration limits with SIMATIC BATCH

Monitoring & Control server / OS server (redun‐ 2-4 5 - 10
dant)
Monitoring & Control station / OS client 16 40
Max. process values/s 6000 15,000
∅ messages/min 40 100
Required storage space (with a redundant BATCH server)
For the process values in TB 4 10


For the BATCH messages *)
2 2
Configured hard disk space
For the process values in TB 7.2 14.4
*) 60 recipe steps / min. require 1 TB for the BATCH messages

• Medium scale configuration limits with BATCH data and Information Server (M) (Page 13)
• Medium scale configuration limits with BATCH data and Process Historian redundancy (M)
(Page 14)
• Large scale configuration limits with BATCH data and Information Server (L) (Page 14)
Low configuration limits (S)
Overview
Platform IPC 847E

CPU Xeon E3-1268L v3 (4C/8T, 2.30 GHz, 8 MB cache, TB, VT‑d, AMT)
RAM 32 GB, EEC
Hard disks Properties and quanti‐ Total storage space Use
ty capacity
1 x 240 GB SSD SATA 240 GB Operating system and transaction log
The SSD hard disk should have two partitions:
• Partition 1: 100 GB for the operating system and the
software
• Partition 2: 140 GB for the transaction log
This means that in emergencies the operating system
can be restored without losing the transaction log.
RAID 5, 3 x 1 TB, HDD 2 TB Complete Process Historian database
SAS

Medium configuration limits (M)
Overview
RAM 64 GB, EEC
High configuration limits (L)
Overview
RAM 64 GB, EEC
Very high configuration limits (XL)
Overview
RAM 128 GB, EEC

(32x) RAID 1, 2 x 1.8 TB 1.8 TB Operating system
RAID 1, 2 x 1.8 TB 1.8 TB General data
Note
You can expand the scale in regard to performance and the database size by using a
Storage Area Network (SAN).
Medium scale configuration limits with BATCH data and Information Server (M)
Overview
RAM 64 GB, EEC
• Process Historian Redundancy

Medium scale configuration limits with BATCH data and Process Historian redundancy (M)
Overview
RAM 64 GB, EEC
Large scale configuration limits with BATCH data and Information Server (L)
Overview
RAM 128 GB, EEC

Software requirements
Software requirements
Operating systems
The following Microsoft operating system is supported:
• Windows Server 2019
Supported operating system languages (Page 16)
An update of the operating system is not allowed while the Process Historian is running. To
install an update, proceed as follows:
Updating the operating system for Process Historian (Page 31)
Note
Process Historian identifies the hosts using the host SID
The computer SID is a unique security identifier. The Process Historian identifies the Monitoring
& Control stations / OS clients / WinCC stations by their computer SID. Computers that have the
same computer SID and store data on the Process Historian are not uniquely identified by the
Process Historian. This can lead to malfunctions on the Process Historian.
When computers are cloned, the computer SID is not adjusted automatically.
The combined Process Historian/Information Server computer must also have a unique SID.
.NET Framework
The Process Historian requires ".NET Framework 4.6.2." or higher. You might need to install this
version of the Framework.
Installing Microsoft .NET Framework (Page 31)
Microsoft Message Queuing Services for PCS 7/WinCC

The Process Historian uses the Microsoft Message Queuing services for PCS 7 and WinCC. This
component is part of the operating system. You may need to subsequently install Microsoft
Message Queuing.
SQL Server
The Process Historian server requires the Microsoft SQL Server 2017 Standard Edition 64-bit. The
SQL Server is installed automatically during the Process Historian installation.
You need to set up appropriate user rights to access the data on the SQL Server. Read the relevant
documentation.

"Historian" SQL server instance (Page 17)
Note
Do not change Windows computer name
Do not change the Windows computer name after installing the Process Historian.
If you do change the Windows computer name, you must uninstall and reinstall the SQL Server.
Do not use the name "HIST" or "HISTORIAN" for the Process Historian computer
These names are already pre-defined for the SQL Server instance. Using these names leads to a
conflict with the SQL server. The Database Wizard will not work.
Virtual systems
You can use Process Historian in the virtualized environments supported by PCS neo/PCS 7/
WinCC.
See also
Hardware requirements (Page 9)
Supported operating system languages
Overview
Process Historian is released for the following operating system languages:
• German
• English
• French
• Italian
• Spanish
The Asian version of Process Historian is released for the following operating system languages:
• English
• Chinese (Simplified, PRC)
• Japanese
Note
The Process Historian supports the primary languages of the operating system languages. For
example, English (USA).

"Historian" SQL server instance
Overview
An "Historian" instance is created with the required settings during installation on a Microsoft
SQL. You can change the name of the instance later.
This instance is always installed in English. The language in which existing SQL Server instances
are installed has no influence on this. Existing instances are not affected by the Service Pack.
"Historian" instance after uninstalling Process Historian

The SQL Server "Historian" instance is retained when the Process Historian is uninstalled. For
licensing reasons, this instance must be uninstalled manually.
Firewall settings
Overview
The security settings of the firewall are the basis of the security concept. The required security
settings for the locally installed Windows firewall to run the Process Historian server are adapted
via the Database Installation Wizard after installation. The settings depend on the data sources
used.
If you use an additional firewall between the Monitoring & Control station / OS client / WinCC
station and the Process Historian, these ports must remain accessible.
Make sure that firewall features that make checks at application level are adjusted, if necessary.
For example, you must disable the "RPC Filter" feature in the SIEMENS Application Firewall.
Note
The ports which are not necessary for communication of the current configuration must be
closed.
Assignment of SIMATIC products as data sources to the firewall settings
(Remote)
PH LLMNR-UDP-In x x x
PH Database Writer x x
SF2
PH SQL server port x x x x x x
PH SQL Server Moni‐ x x x x x x
tor Port
PH SQL Server Appli‐ x x x x x x
cation
PH RPC for MSMQ x x

(Remote)
PH Network Discov‐ x x x x x
ery
PH Discovery Serv‐ x x x
ices
PH Management x
PH Redundancy x
Services
PH WCF Message x
Queue Service (Re‐
dundancy Mainte‐
nance Service)
PH WCF Message x
Queue Service (SQL
Mirroring Setup)
PH WCF Message x
Queue Service
(Maintenance Serv‐
ice)
roring Port (UDP)
roring Port (TCP)
Open ports
The Process Historian server requires the following open ports for operation:
Name Protocol Port

PH RPC for MSMQ TCP 135
PH Network Discovery UDP 137
(NetBios Name Resolution)
PH SQL Server Monitor Port UDP 1434
Microsoft Message Queuing TCP 1801
PH DatabaseWriterServiceUI TCP 2224
(Srv ServerPort)
(Srv ClientPort)
PH Server 2020 TCP 2230
(Server, License; Info; Live data)
PH SQL Server Port TCP 3723
PH SQL Mirroring Port (TCP) TCP 5022
PH SQL Mirroring Port (UDP) UDP 5022
PH Discovery Services TCP 5048

Name Protocol Port

PH Management TCP 2222
PH Redundancy Services TCP 60000
PH WCF Message Queue Service (Redundan‐ TCP 60001
cy Maintenance Service)
OPC UA Local Discovery Server TCP Any port
The Monitoring & Control server / OS server requires the following open ports for operation:
Name Protocol Port

NetBios Name Resolution UDP 137
3.1.1.2 Installation
Process Historian for PCS neo
Installing Process Historian for PCS neo
Note
Configuration of the target computer in the Administration Console
Before manually installing the Process Historian/Information Server, the target computer must
be configured in the Administration Console:
1. Install AC Agent via "AdditionalProducts\AC Agent" of the PCS neo setup or a remote
installation of the AC agent from the AC Server to the Process Historian-Server/Information
Server.
2. Add the Process Historian Server/Information Server to the Administration Console.
3. Create an AC server certificate for the Process Historian Server/Information Server.
To do so, follow the instructions in the PUD for the Administration Console:
• Administration > SIMATIC PCS neo Administration Console > Getting Started > Use cases >
Create setup definition for AC agent
• Administration > SIMATIC PCS neo Administration Console > Communication > Adding target
computer to AC
• Administration > SIMATIC PCS neo Administration Console > Communication > Use cases >
Create certificate for target computer
After successful local installation of Process Historian/Information Server, perform the following
advanced steps in the Administration Console:
1. Connect the PH/IS computer to the UMC domain.
2. Determine the inventory data for the PH/IS computer.
3. Update the distribution of the configuration.
Follow the instructions in the PUD: "Administration > Administration Console > Inventory > Work
with inventory data"

Requirement
• The system requirements for the Process Historian are met.
Procedure
1. Install the "SIMATIC PCS neo Process Historian Server" software module via the PCS neo setup.
Result

See also
Opening the Process Historian Management Console (Page 97)

Process Historian for PCS 7
Process Historian for PCS 7 - Overview
Overview
Depending on the configuration, you have various configuration options:
• Combined Process Historian/Information Server:
• Process Historian/Information Server and SIMATIC BATCH
Installing Process Historian/Information Server with SIMATIC BATCH (Page 27)
• Dedicated Process Historian/Information Server
Installing a dedicated Process Historian/Information Server (Page 27)
• Referenced OS single station with Process Historian/Information Server
– On the referenced OS single station. The OS single station base must be redundant when
using a Process Historian in this configuration. You can use a total of eight OS stations.
Installing Process Historian for PCS 7
Requirement

Procedure
1. Start the PCS 7 setup from of the "PCS 7 V9.1 SP1" data storage medium.
3. If necessary, enter the following information in the "User information" dialog:
– User
– Associated organization
4. Select the required "Type of installation":
– Package installation
– Custom installation
5. In the "Archiving and Reporting" category, select the "Process Historian" program package for
package installation or the "Process Historian Server 2020 SP1" program for custom
installation.
10.To complete the installation, restart the system.
Note
Result


Installing PH-Ready on a PCS 7 OS
Introduction
With the following OS installation options, the PH-Ready component is installed automatically:
• OS Server for Process Historian
• Maintenance Station for Process Historian
• OS Single Station for Process Historian
Requirement
Procedure
1. Start the setup with the PCS 7 data storage medium. The version of the PH-Ready must always
correspond to the version of the Process Historian.
3. In the "Server" category, select the "OS Server for Process Historian" program package.
For a subsequent installation, use the "OS Server for Process Historian" program package or
the "Process Historian Ready Component 2020 SP1" program under "Archiving and
Reporting".
Note
time.
Result
Wizard.

Process Historian for WinCC
Installing Process Historian for WinCC
Introduction
You can use a separate server with installed Process Historian in the WinCC environment.
Requirement
Procedure
1. Start the setup via the data storage medium for Process Historian / Information Server.
3. In the "Process Historian" category, select the "Process Historian Server" program package.
6. Accept the changes made to the system settings.
You can see an overview of the setup process.
8. To complete the installation, restart the system.
Note
Result
Process Historian is installed on the separate server.


Installing PH-Ready on a WinCC station
Requirement
Procedure
1. Start the setup via the "Process Historian / Information Server 2020 SP1" data storage
medium.
2. Select the product language.
4. In the "Process Historian" category, select the "Process Historian Ready Component 2020 SP1"
program package.
Note
time.
Result
Wizard.

Installing a combined Process Historian/Information Server
Procedure
Result
A combined Process Historian/Information Server is installed on the PC.
Installing a dedicated Process Historian/Information Server
Procedure
1. Install the respective "Process Historian" program package on the Process Historian OPC UA
Server.
2. Install the "Process Historian OPC UA" program package on the Process Historian OPC UA
Server.
Result
A dedicated Process Historian/Information Server is installed on the Process Historian OPC UA
Server.
Installing Process Historian/Information Server with SIMATIC BATCH
Procedure
3. Install the "Information Server - BATCH Options" program package on the Information Server.
4. Install the "Information Server - MS Office Add-in" program package on the Information
Server client if the client is used as an MS Office client.

Result
A Process Historian/Information Server is installed on the PC which integrates SIMATIC BATCH.
Installing the Process Historian OPC UA Server
Requirement
• Process Historian is installed on the PC.
• The "Process Historian OPC UA Server" license is available.
Procedure for PCS neo

1. Install the "SIMATIC PCS neo Process Historian OPC UA Server" software module via the PCS
neo setup.
Procedure for PCS 7/WinCC

1. Start the setup from the data storage medium with the PCS/WinCC software.
3. Under "Custom Installation", select:
– "Options" > "Process Historian OPC UA" program package
Result
The Process Historian Server is pre-configured as an OPC UA Server If necessary, change the
server configuration using the "OpcUaServerPH.xml" configuration file. For more information on
the server configuration, refer to the "Process Historian OPC UA Server" manual.
The OPC UA Local Discovery Server (LDS) from the OPC Foundation is also installed.
See also

Installing Information Server Ready
Requirement
• The required hardware and software requirements for the installation of the Information
Server are fulfilled.
• Close all Windows programs before running Setup.
• The specified user information must match on the different systems. Password changes must
be tracked in all systems.
• For using the IS Ready with Process Historian: The IS Ready Service user must be created as
a system administrator on the SQL Server instance.
Installation of the Information Server Ready on the Process Historian computer

1. Open the setup folder.
2. Select the "Start.exe" file of the component to be installed.
3. Select the language.
4. Read the installation instructions.
5. Accept the license agreement.
6. Select the installation content.
7. The installation is completed.
Restart the system now or at a later time.
Configuration on the Process Historian computer

1. Open "Start > All Programs > Siemens Automation > SIMATIC > IS Ready".
2. Select "IS Ready Configuration".
The "IS Ready Configurator" opens.
3. Select "Next".
4. Enter your logon information.
5. Select "Finish".
Note
Checking the configuration
The configuration was successful if you have been assigned to the "SIMATIC Reporting
Services" group under "Local Users and Groups" on your computer.
Result
Information Server Ready is installed.

Configuring the PH-Ready service

You can use the Service Configuration Wizard to define the user under which the PH-Ready
service is executed on the PCS 7 and WinCC computers. The user should be the same user who
installed the Process Historian. The user automatically becomes a member of the "SIMATIC HMI"
user group.
You can start the Configuration Wizard at any time and reset the access rights.
Requirement
PH-Ready is installed.
Procedure
1. After restarting the computer, start the Configuration Wizard for the "CCCAPHServer" service
via" Siemens Automation" > "PH-Ready Configuration".
2. In the "New security setting" area, select the "Run with user credentials" option.
3. Enter the user under which the Process Historian was installed. Enter the password.
The user must be created on the OS for this.
4. Complete the configuration of the "CCCAPHServer" service with "Finish".
Note
The passwords set for a user must match on the computers
Make sure that the passwords set for a user match on the following systems:
• WinCC OS/PCS 7 OS
Note
Update installation of PCS 7
If you upgrade the PCS 7 version on the OS, you then need to re-configure the PH-Ready service.
Result
The PH-Ready component is configured.
Uninstalling Process Historian
Procedure
1. Shut down the Process Historian server, either from the Process Historian Management
dashboard or from the PC status bar.
2. Go to "Control Panel > Programs and Features".

3. Select the item SIMATIC Process Historian Server.

4. Select the "Uninstall" menu command.
5. Accept the uninstallation.
Result
Process Historian has been uninstalled. The database and all data remain available on the
system.
See also
Updating the operating system for Process Historian
Introduction
The following procedure describes an update of the operating system.
Procedure
2. In the "Process Historian operating state" area, select the "Shut down" status.
Click "Apply".
(WSUS).
4. Start the computer again after updating the operating system.
5. Start the Management Console with "Start > Siemens Automation > Process Historian
Management Console".
7. In the "Process Historian operating state" area, select the "Start" status.
Click "Apply".
Result
The operating system on the Process Historian is updated to the latest version.
Installing Microsoft .NET Framework
Procedure
1. Open the Server Manager with "Start > Server Manager".
2. Select "Add roles and features".

3. Click "Next" on the "Before you begin" page.

4. Select "Installation Type > Role based or feature based installation > Server selection > Server
role > Features".
5. Select ".Net Framework 4.8" or higher.
6. Click "Install".
Result
The ".Net Framework 4.8" or higher was installed.
3.1.1.3 Installation of the upgrade
Installing and uninstalling the Process Historian
Installation of the upgrade

You can upgrade a previous version of Process Historian to the latest version via the upgrade
installation.
When you upgrade, you upgrade all computers in the Process Historian system. Therefore, install
the upgrade on all computers on which the following components are installed:
• Process Historian
• PH-Ready component of the Process Historian on the PCS 7 Operator Stations (OS) and WinCC
stations
The installation of the upgrade depends on the PC on which the installation is started. Detailed
information is available in the sections below.
To install an upgrade, you need to completely shut down the Process Historian.
NOTICE

Update installation procedure
Note
Order of the software update of PCS 7 and Process Historian
You need to update the Process Historian server to the corresponding Process Historian version
of the new PCS 7 version first before you update the PCS 7 plant.
In this context, also read the instructions "SIMATIC Process Control System PCS 7 Software
update" with the section "How to update the Process Historian and Information Server".
SIMATIC Process Control System PCS 7 Software update (https://support.industry.siemens.com/
cs/ww/en/view/109767557)
Do not change the computer name or memory structure
During the upgrade, you cannot change the computer name or the structure of the memory
paths.
1. When required, replace the hardware.

2. When upgrading from PH 2014 SP3, upgrade the operating system of the Process Historian
system computers and reinstall the Process Historian server on Windows Server 2019.
3. Upgrade the Process Historian server and update the Process Historian database.
Upgrading the Process Historian server (Page 35)
4. Upgrade PH-Ready on the PCS 7 OS and/or the WinCC stations.
Upgrade Process Historian Ready (Page 36)
The upgrade installation is possible for the following versions:
From version Via version Via version To version

Every version from 2014 SP3 2014 SP3 Update 6 - 2020 SP1
2019 2019 SP1 Update 1 2020 Update 1 2020 SP1
2019 SP1 2019 SP1 Update 1 2020 Update 1 2020 SP1
2019 SP1 Update 1 - 2020 Update 1 2020 SP1
2020 - - 2020 SP1
Upgrade via download file

If you have the upgrade as a self-extracting download file, extract this upgrade only on a PC with
the Process Historian product installed.
Performing the installation

The Setup program guides you through the entire installation.
Depending on the system configuration, a restart may be necessary following the installation.
Supplementary installation
You will have to install the upgrade once again if you have performed a retro-installation from
the supplied data storage medium.

System behavior after the upgrade installation is complete

• The applications (services) are automatically restarted after restart of the computer.
• The Process Historian Management Console is started in the background on the Process
Historian server.
Note
The process data is only transmitted again when the new version is installed on all Process
Historian servers and computers with PH-Ready.
Status of the Process Historian server and the licensing status

The Process Historian and the Management Console are not available during the upgrade
installation.
Database: Access rights during installation

The access rights of the registered user to the SQL server of the database are temporarily revoked
during the upgrade installation. Clients also lose access to the database during this time.
Uninstalling
The upgrade cannot be uninstalled.
Upgrading the Process Historian server
Introduction
To upgrade a Process Historian server, use the corresponding, latest version on the PCS neo, PCS
7, WinCC data storage medium or the upgrade download, depending on the configuration.
After installation, the Process Historian database is updated via the Database Installation Wizard.
NOTICE
Procedure
1. Shut down the Process Historian on the "Process Historian Management" dashboard.
2. Run the setup.


5. To complete the installation, reboot the system. After the upgrade installation, the Process
Historian Database Installation Wizard starts. Databases from predecessor versions are
migrated by means of this wizard without modification of the interfaces.
6. If you use new hardware, you need to cancel the Database Installation Wizard. Restore the
database with the "Database Recovery" program, which you will find via the start window of
the operating system. Then restart and start the Database Installation Wizard.
7. Follow the instructions of the database installation wizard to update the existing data. As
soon as the database is updated, a window appears with an overview of actions already
performed.
Result
The Process Historian Server is upgraded and the Process Historian database is updated.
The Process Historian server goes into operation.
After a certain time, the previous PH-Ready components on the PCS 7 Operator Stations (OS) and
WinCC stations supply data again.
Upgrade Process Historian Ready

After the upgrade installation of Process Historian Server, upgrade the other computers in the
Process Historian system:
• On the WinCC stations
• On the PCS 7 operator stations (OS)
Perform an upgrade of Process Historian Ready (PH-Ready). Use the update download or,
depending on the configuration, the latest version of the WinCC or PCS 7 data storage medium.
Upgrading n PH-Ready without upgrading PCS 7 OS

When upgrading the PH components in a PCS 7 system in isolation, only the Process Historian
server and PH-Ready are upgraded to a newer version. All other PCS 7 products and components
remain unchanged.
• Via update download:
Only the PH components on the PCS 7 OS are upgraded during the setup.
• Via a newer PCS 7 data storage medium without upgrading the complete PCS 7 OS: Manually
uninstall
PH-Ready and then manually install PH-Ready from the corresponding subfolders of the PCS
7 data storage medium.
Note
Several restarts may be requested during installation. These restarts must be executed when
they are requested and not at a later time.

Install Process Historian Ready if the OS server has the same hardware and the same computer
name
1. Set WinCC offline and end WinCC.
(WSUS).
5. After installing the settings, check the PH-Ready service using the Service Configuration
Wizard.
7. Set WinCC online again.
Install Process Historian Ready if the OS server has new hardware and a new computer name
1. Set up the new hardware with the appropriate operating system.
2. Install WinCC.
5. After installation, you need to configure the PH-Ready service using the Service
Configuration Wizard.
7. Import the WinCC projects from the ES to the new computers.
8. Set WinCC online.
9. Set the old WinCC system offline.
Result
The current PH-Ready is installed on the computer.

3.1.2 Concepts
3.1.2.1 Process Historian basics
Definition
The SIMATIC Process Historian is the central long-term archiving system based on the Microsoft
SQL Server.
All process data and messages from the following data sources are archived on the Process
Historian server in real time:
• PCS neo Monitoring & Control Server
• PCS 7 OS Server and OS Clients
• WinCC Server and Stations
• WinCC Performance Monitor
• The external system connected to the Monitoring & Control server, e.g. OPC UA Server
• SIMATIC BATCH Server
The Process Historian can be used in the following plant configurations:
• Process Historian on a server
• Process Historian and Information Server combined on one server
• Process Historian with integrated OPC UA Server
Basics of the Process Historian OPC UA Server (Page 152)
Redundancy for Process Historian is not supported for PH 2020 in PCS neo V3.1 and PCS 7 V9.1.
Implementation in the system

The Process Historian runs as an archiving service on a server and uses services for processing
and backing up data.
Services of the Process Historian (Page 130)
The Process Historian receives the archiving requests of the integrated projects and transfers the
data promptly to the Process Historian database.
The integrated projects are displayed in Process Historian with their computers in a plant
structure. The data is organized within the project; it can originate from multiple data sources.
Each data source collects its own data, which is transferred to the Process Historian.
To ensure that no data is lost during transfer, the data is stored in a data buffer (PH Core Logging /
Store & Forward cache) at the data sources until the data is archived in the database. This is the
case, for example, if the Process Historian is not accessible during maintenance work.
Data transfer from the Monitoring & Control server to the Process Historian (Page 79)
Data transfer from PCS 7 OS / WinCC station to the Process Historian (Page 81)
The database is divided chronologically into daily, weekly or monthly segments and logically
into data groups. You can distribute the data groups to different hard disks to optimize the
performance of the database.

Basics of data storage (Page 73)

Basics of segmentation (Page 76)
The following are present in the database at any one time:
• A currently active segment
• Some prepared segments
• Older segments that have been archived and swapped out of storage
Batch data from the BATCH server

The data to be archived contains the batch information supplied by the BATCH server and the
Runtime information during batch creation.
You can remove the archived batch data to backup files and then remove it from the Process
Historian. You can use "Restore" to make the removed batch data available again to the
Monitoring & Control stations, OS servers, OS clients or the Information Server. The process
values and messages from the batches provided by the Monitoring & Control stations, OS servers
and OS clients are stored separately in segments in the Process Historian, like all process data.
Language scope
In addition to the following 11 standard languages, you can also archive 22 additional languages
in the Process Historian:
• German (Germany)
• English (United States)
• French (France)
• Italian (Italy)
• Russian
• Spanish (Spain)
• Spanish
• Chinese (People's Republic of China)
• Chinese (Taiwan)
• Japanese (Japan)
• Korean (Korea)
3.1.2.2 Basics of data storage
Overview
The Process Historian stores each value sequence to be archived, e.g. from a process tag, and
individual values at specific times under a unique identifier. The physical location of the
individual values is determined with this identifier.
To improve performance when archiving a large number of process values and alarms, the value
sequences in the Process Historian can be divided into data groups. 1000 values per data group

are organized, for example, with 2 data groups and 2000 values per second. The number of data
groups used also depends on the number of processor cores. The maximum value of the data
groups is automatically determined by the Process Historian installation depending on the
available resources.
Each data group is assigned a storage location on a shared cluster of physical sources.
• Data group 1 on drive partition 1
• Data group 2 on drive partition 2
• etc.
Note
To influence the performance and scaling of the system used, you can use the Database
Installation Wizard to split the data groups among the existing hard disks.
Partition
The amount of runtime data of a single value sequence to be archived is not limited and
constantly increases. The amount of data assigned to a single value sequence is therefore
divided into several partitions over the time axis.
Data groups are divided into partitions using the time axis.
The following conditions apply to partitions:
• Each partition has a high and low limit for the time range.
• The high time limit is always higher than the low time limit.
• The partitions of a data group do not overlap.

Database segment
A database segment consists of the sum of partitions of all data groups that share the same high
and low time limits. These groups correspond to the limits of the segment.
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You can find out more about segments in Process Historian in:
Application recommendations
The disk space of the Process Historian is continuously filled with data. If the available disk space
falls below a limit, the Process Historian is set to the "Locked" operating state and archiving is
stopped.

In order to have enough available disk space available again in time, you have the following
options:
• Back up the segments
Backup a segment manually (Page 101)
Backup segment automatically (Page 102)
• Setting the saved segments "Offline" and thus removing them from the Process Historian
database
Set segment "Offline" (Page 104)
The backed up data is initially available in parallel both in the backup file and in the Process
Historian database. The data of the segment is only removed from the database when the data
is swapped out, thus freeing up hard disk space on the database drives.
3.1.2.3 Basics of segmentation
Segment
Segment (Page 134)

The Process Historian archives the following data:
• Process values
• Messages
• Configuration data on the process values and messages
• Aggregation data
Note
The data from long-term relevant and archive relevant text variables are not saved.
The archived data is stored in the following segments:

• Runtime segment (Page 135)
• Archive segment (Page 134)
The Process Historian continuously creates runtime segments with the defined time span. When
the configured number of Runtime segments has been reached, the oldest Runtime segment
becomes an archive segment.
When setting up the Process Historian database, segments are already configured. Five runtime
segments with a future segment are preset and one segment has a time span of one week. You
can change the default setting when you set up the database or at a later point in time.
Depending on the configuration limits, the amount of data on the hard disk per segment can be
very large, especially for uncompressed Runtime segments. When the segments are created, the
expected required disk space is calculated taking into account the size of the past segments and
reserved for the future segments.

To ensure that all data is stored independently of the time stamp, the Process Historian also
creates the following "catch-all" segments:
• CAL segment (Page 136)
• CAU segment (Page 137)
These segments collect all incoming data that lies outside the current Runtime segments. This
includes data for all types of archive segments, because it is no longer possible to write to these
segments. CAL segment and CAU segment are permanently available and cannot be stored
directly in a backup file and removed from the database.
The segments can have the status "Online" or "Offline" when accessing the data in the Process
Historian.
Status (Page 147)
Properties of segments
Type Status Reading Writing Archiving Deleting

Runtime Online Yes Yes No No
Archive Online Yes Yes Yes No
Archive Online Yes Yes Yes Yes 2)
(backed-up)
Archive (de‐ Offline No Indirect 1) No No
leted)
1)
Pending changes in the CAL segment are transferred to the archive segment during the backup.
2)
Can only be deleted if the data has not been changed since the last archiving.
Deleting an archive means "Setting offline" a backed up archive segment. The data of this
segment is only available in the backup file. There is no more segment data in the Process
Historian database. Only the information about a backup and "Set offline" is available.
Data can be written directly to the archive segments as long as the segments have "Online"
status.
The configuration data for the process values and messages are archived in a common area
outside the segments. When a segment is swapped out, the configuration data is swapped out
as well. After restoring the swapped out segments, the segments also contain the configuration
data.
Configuration of the segments

The optimum settings for the segmentation are a compromise between the occupied disk space
and the number of uncompressed data segments to be reserved.
You can change the default settings of the segments when setting up the database. For
information on how to configure the segments, see:
Configuring segments (Page 95)
The selection of the segment time range has an effect on the required hard disk space. The
required disk space is calculated according to the user-defined settings of the segments and
based on the estimated load of the data values.

For information on how to minimize required disk space, see:

Minimizing storage requirements (Page 129)
Note
The more measured values or messages are archived per second, the smaller the segments
should be. This prevents the individual segments from getting too large. 50,000 tags per second
is the high limit that should not be exceeded.
Changing the configuration of the segments

Segments that have already been created cannot be changed afterwards. However, you can
change the configuration for future segmentation. For example, you want to change the
number of Runtime segments because the time period for archiving changes in the segments.
If you want to change the total number of Runtime segments or the number of future segments,
you do not need to change the anchor point. Existing segments are not deleted by changing the
settings, e.g. you need to reduce prepared segments.
This means that the new settings are not used when you reduce the future segments until the
surplus and prepared segments are used. For example, reducing the number of future segments
from "3" to "1" only has an effect if two of these future segments have also been described
written, i.e. in the case of weekly segments only after two weeks.
If you increase the number of future segments, segmentation with the new settings is initiated
immediately. In this case, one segment more than those configured is temporarily created as a
future segment.
If you change the anchor point, the anchor point must point to a point in time that lies on or after
the last time stamp of all segments.
Note
If the last segment of the existing segmentation configuration ends before the anchor point of
the new segmentation, an intermediate segment must be created. This intermediate segment
starts with the end time of the last segment of the existing configuration and ends with the start
time of the new configuration. A suitable anchor point is suggested to avoid the need for an
intermediate segment. If you reject this suggestion, an intermediate segment is created
automatically.
Compression of archive segments

The internal compression of the archive segments reduces the space requirements for the
Process Historian server. The archive segments are compressed automatically in the background.
The reduction in space requirements through compression depends on the saved values. For
example, if a value does not change over an extended period of time, the compression factor is
high. If a value changes constantly, the compression ratio is lower. A compression factor of "5"
is a conservative assumption.
Access period for the archived data

You need to align the time period over which the Process Historian provides access to the data
of the segments with the "Online" status with the hard disk space absolutely available. You must
also take into account a reserve on the order of several segment units, since the system

temporarily requires additional free space for internal processes such as segmentation,
compression, etc. You must also reserve free space to restore older backups for temporary
integration of the segments in the Process Historian.
Note
No access to the database when executing the following functions in the segments:
• During the preparation of a segment
• During the backup of a segment
• During the restoration of a segment
• "Offline" setting of a segment
Example
Initial situation
• Three future segments are configured.
• A total of eight runtime segments are configured.
• The time span for a segment is set to one week.
• Automatic backup scheduling is enabled.
• The number of delayed segments for offline setting is set to "2".
Segmentation process
The Process Historian database has always stored data uncompressed for a period of 7 (= 8 - 3
+ 2) weeks.
Segmentation is performed at the end of each week:
• A new future Runtime segment is created.
• If there are more than 8 Runtime segments, the oldest Runtime segment becomes an archive
segment.
Furthermore, there is a cyclical check regarding the backup to determine:
• Whether an archive segment can be backed up.
• The oldest backed up archive segment is set offline when the number of backed up archive
segments is greater than the configured number of delayed segments.
3.1.2.4 Data transfer from the Monitoring & Control server to the Process Historian
Overview
The process values and messages stored on the Monitoring & Control servers are automatically
transferred to the Process Historian database via a data buffer (PH Core Logging).
All servers and all S7 controllers that assign time stamps for process values and messages must
be time-synchronized.

Transmission process
1. The Monitoring & Control server first saves the acquired process values and the messages in
a data buffer on the local drive. In the data cache, the data is prepared in such a way that the
data is optimally transferred to the Process Historian.
2. The data is automatically transferred from the data cache to the Process Historian.
3. The Process Historian stores this data in the Process Historian database.
4. The Process Historian acknowledges the successful saving of the data to the Monitoring &
Control servers. While the Monitoring & Control server waits for acknowledgment of the
transmitted data, the Monitoring & Control server is already storing the next data from the
short-term archive in the data buffer.
5. The Monitoring & Control server releases the allocated data buffer again.
Result
The normal flow of the transmission ensures that the data is transferred to the Process Historian
in a timely manner to where and then stored there in the current Runtime segment.
The data transferred to the Process Historian are stored in the CAL segment if the data are older
than the oldest runtime segment of the Process Historian.
CAL segment (Page 136)
To be prepared for the delayed transfer of the data, select the number of correspondingly large
Runtime segments and slow down the backup of the archive segments and setting them offline.
Monitoring & Control server and Process Historian are separated

1. The Monitoring & Control server continues to store the data in its local data buffer.
2. The data buffer will grow until the available disk space reaches a low limit.
The connection to the Process Historian is restored

1. The Monitoring & Control server transfers the data from the data cache to the Process
Historian server.
2. When there is free space on the drive again, the missing data in the data buffer is read directly
from the short-term archive and transferred to the data buffer.

Note
Behavior with reduced space
The available disk space is monitored by the Monitoring & Control server.
The data buffer can grow in the following cases:
• Loss of connection to the Process Historian server
• Reduced performance when processing the transferred data on the Process Historian server,
because the transfer involves numerous additional access operations for reading data from
the short-term archive.
The occupied data cache is released again when the cached data has been transferred to the
Process Historian server.
Warning on the Monitoring & Control server
If one of the following conditions occurs, a warning is sent to the Monitoring & Control server:
• The available disk space for the data buffer falls below the limit of 10 GB.
• The free disk space for the data buffer is less than 30% of the reserved drive capacity. The
value can drop to 6% for hard drives with less than 60GB total capacity. The disk space must
be increased above the warning level to return to normal working state.
Interruption of data transmission
If one of the following conditions occurs, data buffering and data transfer are interrupted:
• The available disk space for the data buffer falls below the limit of 5 GB.
• The free space for the data buffer is less than 10 % of the reserved drive capacity. The value
can drop to 3% for hard drives with less than 60GB total capacity.
From this time on, the process data is only available in the short-term archive.
The saving process in the data buffer is automatically resumed when the available disk space has
been increased. You can increase the available space by using a larger hard disk or by removing
files. The available disk space also increases once data is successfully transferred from the active
data cache to the Process Historian, acknowledged by the Process Historian and deleted in the
data cache.
3.1.2.5 Data transfer from PCS 7 OS / WinCC station to the Process Historian
Introduction
The long-term relevant process values and messages occurring on an OS server are transferred
to the Process Historian database via PH-Ready. The chronological order of data transfer must be
observed.
Note
The PH-Ready service user must be a member of the "SIMATIC HMI" user group. If you are using
the PH-Ready configuration wizard, the user normally automatically becomes a member of the
user group.

All servers and all S7 controllers that assign time stamps for process values and messages must
be time-synchronized. The data archived with ODK by WinCC must be written synchronously.
Transmission sequence
1. PH-Ready first stores all process values and messages relevant over the long term in the Store
& Forward cache on a local drive. The Store & Forward cache is created on the computer in
the installation folder in the path "C:\Program Data\Siemens\SFCache". In the Store & Forward
cache, the data is prepared in such a way that the data is optimally transferred to the Process
Historian.
2. PH-Ready transfers the data from the Store & Forward cache to the Process Historian.
3. The Process Historian stores this data in the Process Historian database.
4. The Process Historian acknowledges the successful saving of the data to PH-Ready. While PH-
Ready is waiting for acknowledgment of the data sent, it is already storing the next data from
WinCC in the Store & Forward cache.
5. PH-Ready releases the occupied Store & Forward cache again.
The normal flow of the transmission ensures that the data is transferred to the Process Historian
in a timely manner to where and then stored there in the current Runtime segment.
PH-Ready and Process Historian are separated

1. PH-Ready continues to store the data in its local Store & Forward cache.
2. The Store & Forward cache expands until the free disk space reaches a low limit.
The connection to the Process Historian is restored

1. PH-Ready transfers the data from the Store & Forward cache to the Process Historian.
2. When free space is available again on the drive, the data missing in the Store & Forward cache
is read directly from the WinCC archive and transferred to the Store & Forward cache.
Reading large amounts of data from the WinCC archive reduces performance compared to direct
acquisition in the Store & Forward cache.
The data transferred to the Process Historian is stored in the CAL segment if the data is older than
the oldest Runtime segment of the Process Historian. The data of the CAL segment is transferred
to the appropriate archive segments in an automatic process on the Process Historian. You
therefore need to restore it archive segments already set offline. You can see whether you need
to restore a segment in the "New data" column of the "Backup/Restore" dashboard. You need to
repeat the backup of an archive segment that has received additional data from the CAL
segment.

To be prepared for the delayed transfer of the data, select the number of correspondingly large
runtime segments and slow down the backup of the archive segments and setting them offline.
NOTICE
Behavior with reduced space
The available space is monitored with PH-Ready.
The Store & Forward cache can increase in the following situations:
• Loss of connection to the Process Historian server
• Reduced performance when processing the transferred data on the Process Historian
server, because the transfer involves many additional access operations for reading data
from the WinCC archive.
The occupied Store & Forward cache is released again when the cached data has been
transferred to the Process Historian server.
Alarm to WinCC
An alarm is sent to WinCC when one of the following situations occurs:
• The free disk space for the Store & Forward cache falls below the limit of 10 GB.
• The free disk space for the Store & Forward cache is less than 30% of the reserved disk
capacity. The value can drop to 6% for hard drives with less than 60GB total capacity. The
disk space must be increased above the warning level to return to normal working state.
Interruption of data transmission
If one of the following conditions occurs, the storage process in the Store & Forward cache and
the transfer of data is interrupted:
• The free disk space for the Store & Forward cache falls below the 5 GB limit.
• The free disk space for the Store & Forward cache is less than 10 % of the reserved disk
capacity. The value can drop to 3% for hard drives with less than 60GB total capacity.
As of this time, the process data is only available in the WinCC archive.
The storage process in the Store & Forward cache is automatically resumed when the free disk
space has been increased. You can increase the free space available by using a larger hard disk
or by removing files. The free disk space also increases if data has been successfully transferred
to the Process Historian from the existing Store & Forward cache, confirmed by the Process
Historian, and deleted in the Store & Forward cache.
Adapt the circular buffer of the WinCC archives
Configure the circular buffer in the WinCC archive large enough to cover long connection
failures between PH-Ready and WinCC. After all, it is only possible to read the data from the
WinCC archive if the data in the archive are still available.
See also

3.1.3 Applications
3.1.3.1 Configuring the database
Requirement
• The Process Historian is installed.
• The RAID configuration and partitioning of the server hard disks is complete.
• The connections to USB drives are disconnected.
• If you want to change the default settings, you have made yourself familiar with the basics
of data storage and segmentation.
Basics of data storage (Page 73)
Note
Overwriting an existing Process Historian database
When you recreate an existing database with the same name, the existing database is
overwritten.
Procedure
1. Start the Database Installation Wizard.
Database installation wizard (Page 93)
2. Activate all hard disks that you want to use for data archiving.
Do not use the following hard disks for the data of the Process Historian:
– System drive
– Drives with partitions for license keys or images
– Drive with a partition used for the Information Server
3. Click "Start analysis".
The Database Installation Wizard analyzes the system.
4. Click "Next".
5. Select the data sources you want to connect to the Process Historian system. This also
determines the firewall settings.
You can change the configuration at any time. You can reach the configuration dialog in the
start menu via "Siemens Automation/Firewall and configuration settings".
6. Click "Next".
7. If the SQL Server instance "HISTORIAN" is not found by the system, a dialog opens. In the
dialog, enter a new SQL Server instance or select an existing SQL Server instance. The wizard
checks whether the Process Historian database can be installed in the selected SQL instance.
8. Click "Next".

9. For server mode, select the installation for a stand-alone system.

10.Click "Next".
An overview page lists the default settings of the configured Process Historian database.
11.Change the default settings if necessary. Click "Change..." at the appropriate entry
12.If you want to change the estimated data load of process values and messages, you need to
define the expected data load.
Enter data load of process values and messages (Page 94)
13.If you want to change the default segmentation setting, you must configure the segments.
14.If you want to change the drives for the data files and log files, you must set the paths for the
corresponding files. Specify the hard disks for archiving the data according to the RAID
configuration.
Assign a drive for a data file or log file (Page 94)
15.Check the overview. If all information is correct, click "Finish".
The database is now created. The progress of the database installation is documented in a
window.
A message is displayed when the installation is completed successfully.
16.If you want to use the Process Historian server as the repository for SIMATIC BATCH, you need
to configure the repository.
Configuring the SIMATIC BATCH Repository (Page 96)
17.Shut down the wizard with "Close".
18.Restart the PC to install all services.
Result
You have successfully set up a Process Historian database.
See also

3.1.3.2 Commissioning the Process Historian
Requirement
• The Process Historian is installed.
• The database has been configured.
• The server license for the Process Historian is available.
• The required Process Historian services are active.
Services of the Process Historian (Page 130)
• PH-Ready (CCCAPHServer service) is installed on the OS servers.
Procedure
1. Before initial commissioning, start the Process Historian server before the Monitoring &
Control servers / OS servers.
2. Open the Management Console of Process Historian.
Management Console (Page 114)
3. Go from the Management Console to the Process Historian Management dashboard.
There is no connection to a data source and there are no tags and messages saved.
4. In the "Process Historian status" area, select the entry "Start" under "Action:".
The Process Historian is activated.
5. Start the project on the Monitoring & Control server / OS server.
6. Start runtime on the Monitoring & Control server / OS server.

Result
Once the Monitoring & Control server / OS server has started, the server sends the configuration
data to the Process Historian. In the figure, you can see that the Monitoring & Control server / OS
server is the only data source to which the Process Historian is connected.
After Runtime starts, the archive tags and messages are stored on the Process Historian.

Note
Starting the Process Historian server before the Monitoring & Control server / OS server
If you start the Process Historian server after the Monitoring & Control server / OS server, the
Monitoring & Control server / OS server might not establish the required message queue
correctly.
See also
3.1.3.3 Backup and restore segment
Requirement
• The segment is of the "Archive" type.
• The "Backup/Restore" dashboard is open in the Management Console.
"Backup/Restore" dashboard (Page 123)
Procedure
1. Save the selected segment manually and, after successful backup, remove the data from the
Process Historian.
Backup a segment manually (Page 101)
2. Or save the segments automatically using a configured scheduler.
Backup segment automatically (Page 102)
3. If you need swapped-out segments back in the Process Historian, restore this data to the
Process Historian.
Restoring a segment (Page 105)
Result
The archive segment has been saved and stored in a backup file. Only the information for
restoring the saved segment is stored in the Process Historian.
Restore the segment for the Process Historian to access the data of the segment again from the
stations.
The storage area for the segment is released. Check the available storage space in the "I/O
Systems" dashboard
"I/O Systems" dashboard (Page 120)

3.1.3.4 Backing up the database
Overview
Incremental backup
The Process Historian database data is stored in many data groups, which consist of many
individual created files that may contain the following:
• Backing up a single data group
• Backing up the current status of the transaction log after saving a data group
If all existing data groups are stored in files, the backup status "Completed" is displayed for this
database with the time stamp. You can restore the database using these files.
Manual backup and cyclic full backup

A backup file is created for the Process Historian database data with the time stamp of the backup
creation. The database is then recoverable for the time when the database backup file was
created.
During manual backup, the database is backed up once in full in a single backup file. The manual
backup takes the same amount of time as an automatic full backup. Both backups are faster than
the incremental backup. The database backup is finished when the "Completed" backup status
is displayed. A recovery of the backed up file restores the data until the database backup is
complete.
The manual backup can run in parallel with the automatic backup. In this case, the backup chain
is not interrupted, especially in the case of incremental backup.
Filing the files during the automatic backup

For automatic backup, you can specify one or two paths:
• Only one path is set or two paths are set, but for some reason one path is not accessible or
full:
– Incremental backup: When 100% is reached, the 100% is continuously advanced. In the
event of a system failure, an incremental backup is available, which is usually only a few
hours old. If an error occurs during the backup, the old state can no longer be continued
since this backup requires a continuous backup chain. The backup starts again from the
beginning. An incremental backup is not available in the event of a system failure until
100% is available again.
– Cyclic full backup: Up to two backup files are created in this path. When the third backup
file is successfully created, the oldest backup file is deleted.
• Two paths are configured and accessible:
– Incremental backup: When 100% is reached and an error occurs, the next backup is
started in the alternative path. As a result, in the previous path the backup with the
reached level of 100% remains, and in the new path an existing backup is deleted.
– Cyclic full backup: After a successful backup, the next backup file is created in the
respective other path. When a third backup file is created, the oldest file is deleted. Each
path can then contain up to two backup files.

Requirement
The "Database Backup" dashboard in the Management Console is open.
Procedure for automatic backup

1. Select the backup type.
Backup type (Page 149)
2. If you have selected "Cyclic full backup" as the backup type, specify the cycle in days.
3. Enter the desired drive and a folder in which the database is to be backed up in the
"Destination path" field.
If you select a directory on another computer for the backup path, you must grant access
rights to the user for the "Process Historian Maintenance Service" using the "Create/Read/
Write" permission.
Configuring access rights for backups (Page 103)
Storage medium of the database backup (Page 132)
4. If required, enter an alternative path.
5. Click "Apply settings".
The steps that are performed after confirmation are specified in an overview window.
6. Check your entries.
7. Confirm with "OK" if all the entries are correct.
Result with automatic backup
Result with incremental backup

The backup files are saved for the first time in the specified destination path in the subdirectory
with the name of the database. The following backup is saved in the same destination path and
the previous backup is deleted. To prevent the loss of previous backups, enter a new destination
path when you start the incremental backup.
The destination path is, for example, "D:\RecoveryBackups". The Process Historian database has
the name "HistorianStorage". The backups are always saved in the destination path
"D:\RecoveryBackups\HistorianStorage".
Note
When you copy the backup files over, you must also copy the parent folder that contains the
database name.
Result with cyclic full backup

The backup file is saved directly in the specified destination path. The time stamp with date and
time are part of the name of the backup file.

Procedure for manual backup

1. Click on the "Manual Backup" button.
The "Manual Backup" dialog opens.
2. In the "Destination path" field, enter the desired drive and a folder.
3. Click "Apply settings". The steps that are performed after confirmation are specified in an
overview window.
4. Check your entries.
5. Confirm with "OK" if all the entries are correct. The database backup is performed.
Result with manual backup

The backup file is saved in the specified destination path. The time stamp with date and time are
part of the name of the backup file.
Example:
The Process Historian database has the name "HistorianStorage". The backup was started on
15/09/2021 at 12:15 hrs. The created backup file has the name:
"HistorianStorage_2021_09_15_12_15.PhDbBak".
Because the date and time are used in the file name, you can save any backups in the same
destination path. The existing backups are not changed or deleted.
Incomplete backups
An incremental backup is incomplete if 100% has not yet been reached. If an incremental
backup, even with 100%, is briefly suspended or an automatic full backup is started, the
incremental backup cannot be continued.
Incomplete backups are unsuitable for restoring the database.
If there are write errors on the database backup drive, it is not possible to perform the restore.
Recovering a database
After an incremental backup

With a recovery, you restore the state of the database in the Process Historian to which the last
data group in a file was saved. Before the restore is started, the backup file is checked for
completeness and whether 100% has been reached. Restore is started only when the backup is
complete, i.e. the backup status shows "Completed".
Note
For a recovery, the name of the destination path is important. The name must correspond to the
name of the database. If the path has been renamed, no recovery is possible and an error
message is output.
After a manual backup and cyclic full backup

The database is then recovered for the time when the database backup file was created.

Recovering a database (Page 129)
3.1.3.5 Backing up and restoring BATCH data
Requirement
• The batch data from the SIMATIC BATCH server is archived in the Process Historian.
• The process values and messages from the batches provided by the Monitoring & Control
stations are stored separately in segments in the Process Historian.
• The tree view of the plant structure corresponds to the respective BATCH project.
• The "SIMATIC BATCH Backup/Restore" dashboard is open in the Management Console.
Procedure
1. Select the archived batch data that you want to save.
Select batch data (Page 106)
2. Specify which batch data you want to display in the table, for example, batches with a
specific start time.
Add batch data to the selection (Page 107)
3. Manually save the batch data displayed in the table and delete the data from the Process
Historian.
Save batch data manually (Page 108)
Manually deleting saved batch data (Page 112)
4. Or save the batch data displayed in the table automatically using a configured scheduler.
Automatically save batch data (Page 109)
5. Display the history of the automatic backups.
Displaying scheduling (Page 114)
6. If you need swapped out batch data again in the Process Historian, restore this data for the
Process Historian.
Restoring saved batch data (Page 112)
7. Use the "Task history" button to display the history of backups, deletions and restorations of
the batch data.
Result
The batch data was stored in backup files.
To access the batch data of the segment from the Monitoring & Control stations / OS clients /
WinCC stations or Information Server again, restore the segment for the Process Historian.

See also
"Plant structure" dashboard (Page 117)
"SIMATIC Batch Backup/Restore" dashboard (Page 126)
3.1.4 Functions
3.1.4.1 Database installation wizard
Database installation wizard
Definition
The database installation wizard guides you through the configuration of the Process Historian
database:
• If no database has been set up on the PC yet, "DatabaseInstallationWizard.exe" starts
automatically after the installation of the Process Historian.
• If a database is already set up on the PC, start the "DatabaseInstallationWizard.exe" via the
Process Historian installation path under "\Siemens\ProcessHistorian\bin".
Structure
The Database Installation Wizard consists of several dialogs in which you configure various
properties of the database.
When the configuration is finished, an overview page with the default settings is displayed. You
can adapt the settings to your requirements here.

Step-by-step instructions
Enter data load of process values and messages
Requirement
• The Database Installation Wizard is started.
• The configuration of the database is so far advanced with the default settings that the
database installation wizard displays the overview page.
Procedure
1. On the overview page, click "Change" for the entry "The estimated data load is x tags/s, x
messages/min".
The dialog for configuring the data load is displayed.
2. Use the slider to set the data load for process values and messages based on your estimate.
Result
You have defined the expected data load of the process values and messages.
The specified number of process values and messages is used by the system to calculate the
reserved space and thus the size of the segments. After some of the segments have been
written, the system calculates the segment size from the number of values saved in the previous
segments.
Assign a drive for a data file or log file
Requirement
• The configuration of the database is so far advanced with the default settings that the
database installation wizard displays the overview page.
• Only local destination paths for the data files or log files are allowed.
Procedure
1. On the overview page, click "Change" for one of the entries relating to the data files or log
files, e.g. "The Runtime data of the messages is stored in the folder x.".
The dialog for setting the drives is displayed.
2. Specify one or more drives for the corresponding data files or log file.

Note
Distribute data files on different hard disks
Selecting different drives for the database files improves the performance of the storage system.
Different partitions on one hard disk do not provide any improvement in performance.
For Process Historian systems for medium and large scale configurations, you need to distribute
the tag and alarm load to different hard disks. The hard disk access time is too high for all the data
to be written to one hard disk. From about 3000 tags/s, you should distribute the data across
different hard disks.
Do not use certain drives for Process Historian
Do not use the following drives for Process Historian data:
• System drive
• Drives with partitions for license keys or images
• Drive with a partition used for the Information Server
Result
You have specified the drive for the data file or log file.
Configuring segments
Requirement
• Segments are already set up or preset on the Process Historian database.
• You are familiar with the basics of segmentation
• You have administrator rights on the Process Historian.
• You are in the Database Installation Wizard to change the default settings.
• Or you have opened the "Segmentation" dashboard in the Management Console to change
the configuration for future segmentation.
Procedure
1. Configure the segments in the "Settings" area.
Once created, segments cannot be changed later.
2. Select the time period for the segments:
– Unit (Page 148)
– Factor (Page 148)

3. Select the start time of the segment for the anchor point:
– Hour
– Date
4. Select the number of segments:
– Number Future segment (Page 137)
– Total number of Runtime segments (Page 147)
Note
In order to change the segmentation, the Process Historian database is automatically switched
to the "Disabled" operating state. After the settings have been applied, the database changes
back to the "Active" operating state automatically.
Result
The segmentation of the Process Historian database is configured.
Configuring the SIMATIC BATCH Repository
Requirement
• The default settings for the database setup is so advanced with the that the overview page
is displayed in the Database Installation Wizard.
Procedure
1. Click on "Change" in the overview page for the entry "The system is not configured as SIMATIC
BATCH repository".
The dialog for configuring the repository is displayed.
2. Select the check box and specify the path for the data files.
Result
The Process Historian server is used as repository for the BATCH server.
See also

3.1.4.2 Management Console
Opening the Process Historian Management Console
Procedure
1. Navigate to "Start > Siemens Automation > Process Historian Management Console".
2. Right-click on the "Process Historian Management Console" button.
3. Click "Start as administrator" in the shortcut menu. Authenticate yourself as administrator.
Result
The Process Historian Management Console opens.
Changing the operating state of the Process Historian

PCS neo does not support changing the operating state of the Process Historian.
Requirement
The Process Historian Management dashboard in the Management Console opens.
Procedure
1. Go to the Process Historian status area.
2. Select one of the following options under "Action:":
– Start
– Shut down
– Start recovery
3. Click "Apply".
Alternative procedure
1. On the computer, select one of the following commands from the Process Historian shortcut
menu in the status bar:
– Start
– Shut down
– Start recovery

Result
The operating state has been changed:
• After starting, the "Active" status is displayed.
• After shutting down, the "Inactive" status is displayed.
• After "Start recovery", the "ActiveRecovery" status is displayed.
Note
Shutting down the Process Historian server before switching it off
Before you switch off the computer running the Process Historian server, you need to shut down
the Process Historian server.
Update status
Requirement
The Process Historian Management dashboard in the Management Console opens.
Procedure
1. Go to the "Licensing status" or "Database backup status" section.
2. Click on the update button.
Result
The status of licensing and database backup has been updated.
Edit organizational structure
Requirement
• The "Plant Structure" dashboard is open in the Management Console.
• The organizational structure of the Process Historian database is displayed in the "Projects"
area.
• An extended structure has been added to the structure tree.
Expand organizational structure (Page 99)
Procedure
1. In the "Projects" area, select an element of the extended structure.
2. Click on the "Rename" menu.
3. Change the entry in the structure tree.

4. If needed, change the type and description of the element in the "Detailed information" area.
5. Click "Apply".
6. To remove an entry from the structure tree, click on the "Delete" menu.
Result
The extended structure of the Process Historian database organization structure has been
edited.
Expand organizational structure
Requirement
area.
Procedure
1. In the "Projects" area, select the root node in the structure tree.
2. In the "Add" shortcut menu, select a structural element that you want to use to extend the
organizational structure.
3. If necessary, add a description of the item in the "Detailed information" section.
4. If required, add further structure elements to the structure tree.
5. Click "Apply".
Result
An extended structure was added to the organizational structure of the Process Historian
database.
Merging projects in the organizational structure
Requirement
area.
Procedure
1. In the "Projects" area of the tree structure, select a data source.
2. Click on the "Merge" menu.

3. After merging, check the structure tree for duplicate entries.

4. Delete the duplicate entries from the structure tree.
Result
Double entries in the structure tree are combined to form a single entry in the organizational
structure.
Delete project data of a selected project
Requirement
• The "Data Sources" dashboard is open in the Management Console.
• The computer of the project to be deleted has been removed from the system. Process
Historian checks that the host has not sent any data to Process Historian in the last 15
minutes.
• The project to be deleted is not locked. "No" is entered in the "Locked" column in the overview
of data sources.
Procedure
1. Select a project from the overview of data sources.
2. Click on the "Delete" button.
A message appears to confirm the deletion.
Result
The configuration data of the project are no longer readable.
The computer is removed from the plant structure and no longer displayed in the "Plant
structure" dashboard.
Locking the deletion of the project data
Requirement
The "Data Sources" dashboard is open in the Management Console.
Procedure
1. Select a project from the overview of data sources.
2. Click "Lock".
A message appears to confirm the lock.
3. Click on the "Unlock" button, to unlock a locked project if needed.

Result
The deletion of the configuration data of a project is prevented.
Backup a segment manually
Requirement
• The archive segment must be compressed in full. The "Yes" entry appears in the "Compressed"
column on the "Backup/Restore" dashboard.
Procedure
1. In the "Archive segments" area, select the segment that you want to back up.
Or select several segments at the same time using the Windows function.
2. Click on the "Backup" button.
The "Segment Backup" dialog opens.
3. Select the path for the backup file.
Write" permission.
4. If necessary, select the option "Verify backup file (if the backup time increases by approx. 50
%)".
The option verifies the backup, but does not restore the backup. The option provides the
greatest possible assurance that the segment can be restored. The option performs checks
such as:
– Checksum
– Some header fields on the data pages
– The status of the backup
5. Select the option "Set segment offline after backup" to automatically set the segment offline
after the backup.
6. Click the "Backup" button.
Result
The archive segment is saved in the backup file.

Backup segment automatically
Requirement
• The archive segment must be compressed in full. The "Yes" entry appears in the "Compressed"
column on the "Backup/Restore" dashboard.
Procedure
1. Click on the "Settings" button in the "Archive segments" area.
The "Automatic Backup Settings" dialog opens.
2. Select a primary backup path for the backup file.

Write" permission.

3. You can specify a secondary backup path for the backup file. Select how you want to use the
secondary backup path:
– Do not use
– Use only in case the primary backup path fails
– After the backup on the primary backup path, make a copy of it on the secondary backup
path.
– In addition to backing up on the primary backup path, you can also back up the backup
files on the secondary backup path.
4. If necessary, specify additional identifiers and descriptions for the backup, such as the name
or number of the volume.
5. If necessary, select the option "Verify backup file (if the backup time increases by approx. 50
%)".
greatest possible assurance that the segment can be restored. The option performs checks
such as:
– Checksum
6. If you want to swap out the segment automatically after the backup, select the option "Set
segment offline after backup".
7. Set the number of segments that will still be available "Online" after the backup.
Number of delayed segments (Page 147)
8. To use the automatic backup, select the option "Scheduler is activated".
9. Click "Confirm".
Result
If the scheduler is activated, the archive segments are automatically saved in the backup file.
If the segment is set "Offline", the segment is removed from the Process Historian database. The
storage space area for the segment is released.
Configuring access rights for backups
In a Windows workgroup environment

1. You must configure the share to allow access to a dedicated Windows user account.
2. You must create the user account on the computer where the file share is hosted.
3. You must create the same user account with the same name and password on the computer
where the Process Historian Server is installed.
You must configure the MS SQL Server instance to run in the context of this user account.

4. In addition, you must manually duplicate the account of the users who configure file sharing
in PH Management Console to the file sharing host computer in the same way with the same
name and password.
Access to the file share must also be enabled for that user(s).
5. Follow the best practices for backing up the MS SQL database module to ensure security.
Apply the Principle of Least Required Privilege (PoLP) as described in the Microsoft
documentation.
In a Windows domain environment

1. You must grant access to the file share for the computer account on which Process Historian
Server is installed.
By default, the MS SQL Server database module runs in the security context of the local
system account and has access to a file share configured to allow access to the computer
account.
2. In addition, you must allow access to the file share for the users used to configure the UNC
file share in the PH Management Console.
Note: All applications and services running under the security context of the local system or
network service on this computer will have access to this share, which you enable by giving
access to a computer account.
3. You can further restrict access rights to the file share by creating a dedicated Domain
Managed Service account and configuring MS SQL Server on the Process Historian Server to
run in this context.
4. You can find more security information about configuring service accounts used to run the
MS SQL Server module in the Microsoft documentation related to configuring and using
domain managed service accounts.
Set segment "Offline"
Requirement
• A backup has already been created for the segment.
• The segment is marked as "valid" in the "Backup/Restore" dashboard. If a segment is marked
as invalid, create a backup of the segment again.
Procedure
1. In the "Archive segments" area, select the segment that you want to set "offline".
Or use the Windows functionality to select multiple segments at one time.
2. Click the "Set offline" button.
Result
The segments are removed from the Process Historian database. The storage area for the
segments is released.

The segment entries in the "Backup/Restore" dashboard are moved to the "Restore segments" list.
Note
Checking the disk space
Repeat these steps regularly to ensure sufficient free space for the Process Historian during
operation.
See also
Restoring a segment
Requirement
• The Process Historian is in "Active" mode.
• The segment is set to "Offline".
• The backup files for the segments to be restored are available.
Restoring a single segment

1. Select the segment you want to restore in the "Restore segments" area.
2. Click on the "Restore" button.
The dialog for selecting a backup file opens.
3. Select the appropriate backup file for the segment you want to restore.
4. Clear the "Only restore the most recent backup" check box if multiple backup files for the
same segment were found in the backup path and you do not want to restore the most recent
backup file.
5. Click the "Restore" button.
Restoring multiple segments

1. In the "Restore segments" area, select the segments.
2. Click on the "Restore" button.
The dialog for selecting a path opens.
3. Select the path.
Process Historian automatically selects the latest backup files and restores the segments.
4. If only an older backup file is available, clear the "Only restore the most recent backup" check
box.
Note that the older backup file may contain less data than the latest backup file.
5. Click the "Restore" button.

Result
The restored segments are displayed in the "Backup/Restore" dashboard in the archive segments
area.
You can access the data of the restored segments from the Monitoring & Control stations / OS
clients / WinCC stations or from the Information Server.
Select batch data
Requirement
• The tree view of the organizational structure corresponds to the respective BATCH project.
Procedure
1. In the "SIMATIC BATCH data" navigation window, select the data that you want to save or
delete from all archived batch data.
The "Batch selection" table shows the selected batch data.
2. Specify which batch data you want to display in the table, for example, batches with a
specific start time.
Add batch data to the selection (Page 107)
3. If you want to remove individual rows selected in the table, click the "Remove" button.
4. Or click the "Remove all" button to remove all entries from the table.
You can now again select batch data that you want to display, save or delete.

Result
The batch data for saving or deleting is selected.
See also
Save batch data manually (Page 108)
Manually deleting saved batch data (Page 112)
Add batch data to the selection
Requirement
• The archived batch data is selected in the "SIMATIC BATCH data" navigation window of the
dashboard.
Procedure
1. Click on the "Add" button below the "Batch selection" table.
The "BATCH filter" dialog opens.
2. Activate the criteria by which you want to filter the batch data.
3. Enter one criterion each or select a criterion from the drop-down list.
You can use the wildcards "*" and "?" in text fields. You do not need to specify the wildcards
at the beginning and end of an entered text. An "*" is automatically added at these positions.
Wildcards cannot be used in number fields and check boxes.
4. Click "OK".

Result
The batch data with the selected criteria is displayed in the "Batch selection" table.
Save batch data manually
Requirement
• The batch data for backup are selected.
Procedure
1. In the table, select the rows of the batches with the data you want to save. Use "Ctrl A" to
select all batch data in the table.
2. Click the "Save" button in the "Tasks" area.
3. Enter the path for the backup files in the dialog box. You can select a local directory as the
backup location.
Note
Backing up to network paths is not supported.
4. Click "OK".
No other task can be performed in the dashboard during the backup.
Result
Each batch is backed up in its own compressed backup file in the specified path. The file name of
the backed up batches contains the following elements:
• Name of the BATCH process cell
• Batch name
• Start time
The display of saved batches in the dashboard is updated.
Number of batches (Page 150)
In the "Batch selection" table, the "Backup created" column shows the state in which the batches
were backed up.
See also

Automatically save batch data
Requirement
• The batch data from the SIMATIC BATCH server is archived in the Process Historian in its final
state.
• The batch data for backup are selected.
Procedure
1. Click the "Configure" button in the "Tasks" area.
The "Scheduler configuration" dialog opens. The configuration refers to all batch data that
have reached the final state.
2. Select the "Backup active" check box so that the scheduler automatically saves the batches.
If you no longer want to use the scheduler for automatic backup, clear the "Backup active"
check box.
3. In the "Backup settings/Batch selection" area, select the time interval after which the batches
archived in the final state are automatically saved. For example, "1 week": the batches that
have reached the final state of archiving one week before the start of the automatic backup
are saved automatically.
We recommend that you save the archived batches together with the segments containing
the archive tags and batch messages.
4. Enter the destination path for the backup file.
All backup files of the batches are stored in the folder.
Note
Backing up to network paths is not supported.
5. If you have selected the "Delete after successful backup" check box, the batch data is
automatically removed from the Process Historian after successful backup.

6. When you select "Run", select the daily cycle and time at which the scheduler checks whether
the criterion for an automatic backup is met.
The archived data that meets the criterion is then saved.
7. Click "OK".
Result
The configuration of the scheduler is saved.
The scheduler checks if there are batches to be backed in the configurable period. After
automatic backup, each batch is saved in a separate, compressed backup file in the specified
path.
You can see whether the scheduler is activated and whether the batch data is saved
automatically in the "Tasks" area of the dashboard.
Scheduler status "Backup" (Page 150)
You can change the configuration of the scheduler at any time without affecting the running
backup process. The updated scheduler is not used until the next time the backup is executed.
See also
Automatically remove batch data
Requirement
• The batch data from the SIMATIC BATCH server is archived in the Process Historian in its final
state.
• The batch data for removal are selected.

Procedure
1. Click the "Configure" button in the "Tasks" area.
The "Scheduler configuration" dialog opens.
2. Select the "Delete "Enabled"" check box so that the Scheduler automatically removes archived
batch data.
If you no longer want to use the Scheduler for automatic removal, clear the "Delete "Enabled""
check box.
3. In the "Delete settings/Batch selection" area, select the time interval after which the batches
archived automatically are removed from the Process Historian. For example, "1 week": the
batches saved a week prior are automatically removed.
4. When you select "Run", select the daily cycle and time at which the scheduler checks whether
the criterion for automatic removal is met.
The archived data that meets the criterion are then removed.
5. Click "OK".
Result
The configuration of the scheduler for automatic removal is saved.
The scheduler checks if there are batches to be removed in the configurable period. After
automatic removal, the batch data are removed from the Process Historian.
You can see whether the scheduler is activated and whether the batch data are removed
automatically in the "Tasks" area of the dashboard.
Scheduler status "Delete" (Page 150)
You can change the configuration of the scheduler at any time without affecting the running
backup process. The updated scheduler is not used until the next time the removal is executed.

Manually deleting saved batch data
Requirement
• The batch data was saved successfully.
• The batch data for deletion has been selected.
Procedure
1. Click the "Delete" button in the "Tasks" area.
No other task can be performed in the dashboard during deletion.
Result
The batch data selected in the table is removed from the Process Historian.
The batches are removed from the "Batch selection" table.
The display of the total number of batches is updated.
Number of batches (Page 150)
See also
Restoring saved batch data
Requirement
• The backup files with the batch data to be restored are available.
• The saved batch data no longer exists in the Process Historian.
Procedure
1. Click the "Restore" button in the "Tasks" area.
2. In the dialog box, select one or more backup files of the batch data that you want to restore.

3. Click the "Open" button.

A window displays the properties of the batch data and the path of the backup file for control
purposes.
4. Select the batches that you want to restore.

5. Click "OK".
Result
The batch data from the backup file is transferred back to the Process Historian.
The restored data is displayed in the "Batch selection" table. The "Backup created" column shows
the time at which the backed-up batches were restored.
The archive tags and messages provided from the batches, which were archived separately in
segments in the Process Historian, must also be restored for the time period.
Restoring a segment (Page 105)
You can now access the restored batch data from the Monitoring & Control stations/OS clients/
WinCC stations or from the Information Server.
Configuring column options
Requirement
• The archived batch data is selected in the "SIMATIC Batch data" navigation window of the
dashboard.

Procedure
1. Click on the "Column options" button below the "Batch selection" table.
The "Column options" dialog opens.
2. Select which columns you want to display in the "Batch selection" table.
3. Specify the order and width of each column.
4. Click "OK".
Result
The "Batch selection" table shows the selected columns in the defined order.
Displaying scheduling
Requirement
• The batch data is saved automatically.
Procedure
1. Click on the "Tasks" button in the "Scheduling" area.
The "Scheduling" dialog opens.
2. Specify for how many completed, automatic backups you want to display in the history.
3. Click the "Update" button.
Result
The history is displayed for the specified number of automatic backups.
See also
Management Console
Definition
The Process Historian Management Console includes several dashboards that are available for
Process Historian configuration, information and diagnostics.

The Management Console is installed with the Process Historian and is started automatically at
login. Manually open the Management Console with "Start > Siemens Automation > Process
Historian Management Console".
Note
Disabling Internet Explorer certificate validation
Under "Internet Options > Advanced > Security" in Internet Explorer, clear the option "Check for
publisher's certificate revocation". Selecting this option may delay the opening of the Process
Historian Management Console and error messages may appear.
Structure
The following dashboards are available for the Process Historian:
Dashboard Functions
Process Historian Management • Display of basic information about hardware and performance of PC and operating
(Page 116) system
• Display of status and current activity of the Process Historian server
• Display of the license status
• Display and change of the operating status
Plant structure (Page 117) • Display of the organizational structure of Process Historian
– Integrated projects
– Data sources
• Edit the organizational structure
Data sources (Page 119) • Display for each individual data source when project data and runtime data were
last transferred to the Process Historian
• Display of the last lifebeat
• Delete project data
• Set lock to prevent deletion of project data
I/O systems (Page 120) • Display of available input and output devices
• Display of the disk space used
• Detailed information about the load
Diagnostics (Page 121) • Diagnostic messages of the Process Historian
• Messages from the event log of the operating system
Backup/Restore (Page 123) • Display and status of archive segments
• Create segment backups
• Restore backed-up segments
• Remove segments
Segmentation (Page 123) • Display of the current configuration of the segmentation
• Change the configuration of segmentation
Licensing (Page 124) • Display of the current license status of server and project

Dashboard Functions
Database backup (Page 125) • Display the current configuration and status of the database backup
• Manual creation of full database backups
• Automatic, continuous creation of full database backups
SIMATIC BATCH Backup/Restore • Display of the selected batch data
(Page 126) • Creating backups of the batch data
• Restoring backed up batch data
• Removing saved batch data
Unassigned data (Page 127) • Display of unassigned values and messages in the Process Historian database
• Display and export of detailed data on the values and messages
• Remove unassigned data from the Process Historian database
"Process Historian Management" dashboard
Definition
The Process Historian Management dashboard provides you with basic information about the
Process Historian. Configuration and diagnostics of the Process Historian are displayed here in
summary form.
Structure
The following information is displayed for the Process Historian server:

• Indicators of the server:

– Processor load (CPU)
– Available RAM
– Hard drive load
• Indicators of the Process Historian:
– Number of connected data sources
– Stored measured values per second
– Stored messages per second
• Operating state of the Process Historian server:
Operating states of the Process Historian (Page 131)
• Redundancy status of the Process Historian
Redundancy for Process Historian is not supported for PH 2020 in PCS neo V3.1 and PCS 7
V9.1.
• License status of the Process Historian (Page 148)
• Backup status (Page 149)
Update status (Page 98)
Note
Display in percent
Percentage values displayed can exceed 100 % for a short time. These values are determined by
a statistical extrapolation from mean values. They do not correspond to the real values.
"Plant structure" dashboard
Definition
The "Plant Structure" dashboard displays the organizational structure of the Process Historian
database and is used for localization of the integrated projects.
The organizational structure is made up of elements, e.g. project or data source, with the
following properties:
• Name
• Type (Page 148)
• Description (Page 146)

Structure
The basic area of the organizational structure is automatically recognized and displayed in the
"Projects" area. The properties of the selected element of the organizational structure are
displayed next to it. Below, you can see the currently stored measured values and messages per
second for a selected data source.
You can add an extended structure to the base area. You can edit the entries in the structure tree
and extend their depth as required.
Expand organizational structure (Page 99)
Edit organizational structure (Page 98)
Example of an extended structure:

You can merge projects if there are duplicate project entries in the structure tree. Duplicate
entries can occur if, for example, an image of the Monitoring & Control server / OS server has
been imported again after a hardware error.
Merging projects in the organizational structure (Page 99)
Note
Do not merge projects if the systems have several projects loaded on a Monitoring &
Control server / OS server
Do not use the "Merge" function if the systems have several projects loaded on a Monitoring &
Control server / OS server and used in runtime. For additional project nodes may be present, but
you are not allowed to merge them.
"Data sources" dashboard
Definition
The "Data sources" dashboard provides an overview of the status of the PCs connected to the
Process Historian server in projects.
You can delete the project data of a selected project.
Delete project data of a selected project (Page 100)
To prevent project data from being deleted, set a lock that you can unlock.
Locking the deletion of the project data (Page 100)
Structure
The "Data sources" table shows information on the connected data sources. You can sort the
rows of the table according to a column selection.
• Locked (Page 146)

• Name of the connected PC
• Name of the project included in the Process Historian

• Redundancy status
V9.1.
• Restore messages (Page 146)
• Restore measured values (Page 146)
• Send (Page 146)
• Last lifebeat (Page 146)
• Last alarm data (Page 146)
• Last measured value data (Page 147)
• Last message configuration (Page 147)
• Last measured value configuration (Page 147)
The values of the columns "Last lifebeat", "Last message data" and "Last measured value data"
are marked with respect to their actuality:
• Blue marking: No data has been sent from the client to Process Historian for more than 10
minutes.
• If "Last lifebeat" is highlighted in color, the corresponding PC is no longer running.
Note
The time stamp in the columns "Last alarm data" and "Last process data" does not always match
the time stamp of the data itself. If, for example, the connection between the Monitoring &
Control server / OS server and the Process Historian was disrupted beforehand, there may be a
wide gap in the time stamps.
"I/O Systems" dashboard
Definition
The "I/O Systems" dashboard provides information about the storage system that is read and
write accessed. You can monitor the disk space of the drives here. You can graphically analyze
the states of the input and output devices.
How the Process Historian monitors the storage space is explained on the page:
Storage space monitoring (Page 133)
You can find out how to minimize and optimize the storage space on the page:
Minimizing storage requirements (Page 129)

Structure
The following information is displayed for all hard disks included in the system, even for hard
disks on which no archive data is stored:
• Name and drive letter of the hard drives
• File system
• Hard disk capacity
• Free disk space absolute and in percent
• Absolute storage space used
You obtain the following detailed graphical information about a selected drive:
• Hard disk inactivity time
• Average length of queue for read access
• Reading speed in bytes per second
• Average duration per transfer
• Average length of queue for write access
• Writing speed in bytes per second
"Diagnostics" dashboard
Definition
The "Diagnostics" dashboard displays the last 5000 diagnostic messages from the event log of
the Process Historian and the last 100 entries from the event log for Windows applications.

Structure
The Process Historian event log at the top of the page contains the following information:
• Log entry ID
• Severity of the message
• Time stamp
• Name of application domain
• Process ID
• Message
You can filter the entries of the event log. Select one of the following entries:
• All: Show all entries.
• Application name: Select an application from the drop-down menu on the right.
• Message: Enter text for a message in the right field.
• Severity Select a status from the drop-down menu on the right.
• Time stamp: Specify the time period on the right.
The lower pane displays the following information from the event log for Windows applications:
• Time stamp
• Message
• Category
• Source

"Backup/Restore" dashboard
Definition
The "Backup/Restore" dashboard provides an overview of the current status of the archive
segments.
You can back up, swap, and restore archive segments on the dashboard.
Structure
The dashboard displays all archive segments of the Process Historian with their properties:
You can obtain an overview of the archive segments at:

Archive segment (Page 134)
You can learn how to back up and restore archive segments at:
Backup and restore segment (Page 88)
"Segmentation" dashboard
Definition
The "Segmentation" dashboard provides an overview of the current configuration of the
segmentation.
Change the configuration of the segments on the dashboard.

Structure
The dashboard displays the current Runtime segments with the general settings.
The Runtime segments displayed are differentiated as follows:

• A segment marked green stores the data with the current time stamp.
• Segments marked blue are reserved for future data.
• Segments marked gray contain stored data with an older time stamp.
The following settings for the Runtime segments are displayed:
• Anchor point (Page 148)
• Time interval (Page 147)
• Number of future segments (Page 137)
• Total number of Runtime segments (Page 147)
In the "Settings" area, change the configuration for future segmentation. Segments that have
already been created cannot be changed afterwards.
"Licensing" dashboard
Definition
The "Licensing" dashboard provides an overview of the licenses available and used in the system.

Structure
The dashboard displays the following license information:
• License status of the Process Historian (Page 148)
• Redundancy license status
V9.1.
• Tag licenses (Page 148)
• Project license status (Page 148)
Refer to the Installation Guide for an overview of the licenses that are required to run Process
Historian.
See also
"Database backup" dashboard
Definition
The "Database Backup" dashboard displays the current configuration and status of the database
backup.
Structure
The dashboard displays the following information:
• Backup type (Page 149)
• Backup status (Page 149)
• Destination path (Page 149)

• Alternative path (Page 150)

• Status (Page 150)
You configure the database backup in the lower area.
Backing up the database (Page 89)
For this, you can use backup options.
Backup options (Page 149)
"SIMATIC Batch Backup/Restore" dashboard
Definition
In the "SIMATIC Batch Backup/Restore" dashboard, you can back up and restore batch data
archived from the SIMATIC Batch server using the Process Historian.
Backing up and restoring BATCH data (Page 92)
Structure
In the "SIMATIC Batch data" navigation window, the data is displayed in the following hierarchy:
• SIMATIC BATCH System
• Order category
• Order
• Batch
Individual elements of the hierarchy can be expanded/collapsed and selected/collapsed in the
navigation window. Selecting a parent node also selects the child elements.

In the "Batch selection" table, the selected batch data is displayed with its properties.
The "Backup created" column shows whether the respective batches have already been backed
up and in which state:
• Yes-Final state: A backup is available. The batch is finished and Process Historian has received
the "Completed" message.
• Yes-Transient state: A backup is present, but the batch is not completed at this time. If the
batch has reached the final state in the meantime, you can create another backup. If you
delete the batch without creating another backup, the data is gone.
If you click on the header of a column, the entries are sorted. You can specify the columns that
are displayed and their order.
Configuring column options (Page 113)
You can display the history of the automatic backups.
Displaying scheduling (Page 114)
The following additional information is displayed on the dashboard:
• Displayed (Page 150)
• Selected (Page 151)
• Number of batches (Page 150)
• Scheduler status "Backup" (Page 150)
• Scheduler status "Delete" (Page 150)
"Unassigned data" dashboard
Definition
The dashboard displays the logged values and messages that were saved without assignment.
Such data occurs, for example, if there are problems with the time-of-day synchronization or
whenever the clock is turned back by one hour.
The data is stored outside the normal data in segments and saved during each complete data
backup.
Check the dashboard regularly.
Structure
The following information is displayed categorized by data types:
• Number of unassigned values/messages and their memory requirement in the drive
• List of the selected values/messages

You can view the selected data in detail, export it to a ".csv" file and remove it from the Process
Historian database.
3.1.4.3 Administration
Configuring data transfer from PCS 7/WinCC to Process Historian
Requirement
• PH-Ready is installed.
• The PH-Ready service is configured.
Procedure
1. In the navigation window of the WinCC Explorer, select the "PH-Ready" item to open the
"WinCC Process Historian Editor".
2. In the "Server" tab, select the Process Historian server to which PH-Ready should transfer the
archive data.
3. In the "Filter" tab, select the data that is transferred to the Process Historian server.
4. If you do not want to use the default directory for the "Store and Forward Cache", select a local
destination directory in the "Store & Forward" tab.

Result
The data transfer is configured for PCS 7/WinCC.
See also
Installing PH-Ready on a WinCC station (Page 25)
Minimizing storage requirements
Procedure
1. Set archive segments "Offline" in good time.
This removes these segments from the Process Historian database and frees up storage
space.
2. Leave the number of future segments at the preset minimum value of 1 segment.
"Segmentation" dashboard (Page 123)
This means the required hard disk space is reserved only for one future segment. The
projection of the initial size is based on the last segments that were completely written.
3. Set the total number of Runtime segments to the minimum value of 4 segments, if they are
weekly segments.
The segments are compressed as soon as possible.
4. Remove log files, temporary files, and other unnecessary files.
Result
Space is made available on the drives. The storage requirements for the hard disks are optimized.
Recovering a database
Introduction
When you restore a Process Historian database, you restore the state of the database in Process
Historian that existed at the time of the last database backup.
Note
If, for example, you want to reinstall the Process Historian server after changing an operating
system or changing the server hardware and then restore the database, proceed as follows:
1. Run the database installation wizard, but do not restart the PC yet.
2. Perform the procedure described below.
3. Only then restart the computer.

Requirement
• The last database backup must be complete. The backup status "Completed" is displayed on
the "Database backup" dashboard.
"Database backup" dashboard (Page 125)
• During an automatic database backup, the database files can only be restored if the backup
files are located in the "HistorianStorage" folder of the destination path for the backup.
Procedure
1. Start the "Database Recovery" program in the start window of the operating system.
2. Click "Next".
3. Select a restoration type. Select either a manual backup or an automatic backup.
4. Click "Next".
5. Set the path to the required database backup.
The name of the destination path must correspond to the database name and the destination
path. If the path has been renamed, you cannot not restore and an error message is output.
6. Click "Next".
The database backup is checked for it ability to be restored.
An overview of the restoration of the data is displayed before restoration is started.
7. Click "Next".
Recovery of the database is now started. The recovery progress is displayed.
A message is displayed when the recovery is completed successfully.
8. Exit the program with "Close".
9. Restart the PC to install all services.
Result
You have successfully recovered a database.
Services of the Process Historian
Definition
Services are programs that run in the background and bundle Process Historian functions.

The Process Historian uses the following services for processing, saving and backing up data:
Service Description
SIMATIC Process Historian server Installs all the functions the server needs to process and store data.
Process Historian Maintenance Service Installs all required functions for maintaining the Process Historian database. The
Maintenance Service, for example, launches and monitors mirroring, restoration func‐
tions, maintenance of the transaction log and similar tasks.

Service Description
Process Historian Redundancy Service Installs the functions that are required for data communication between two redun‐
dant server systems.
Process Historian Discovery Service Supports the search for connected Process Historian systems. The Discovery Service is
mandatory for the Process Historian function.
Process Historian GIES Data Transfer Service used with SIMATIC BATCH.
Schedule Service
Process Historian GIES Windows Serv‐ Service used with SIMATIC BATCH.
ice Host
Operating states of the Process Historian
Overview
Symbol Operating state Description

Active In the "Active" operating state, the Process Historian archives
the process data. You can retrieve the data from the stations
or via the Information Server.
ActiveRecovery In the "ActiveRecovery" operating state, the Process Historian
requests data from the Monitoring & Control servers / OS
servers for a detected period of time without archiving.
The preceding and the subsequent operating state is "Active".
Starting ActiveRecovery This operating state starts "ActiveRecovery".
Stopping ActiveRecovery This operating state terminates "ActiveRecovery" and is the

intermediate state between "ActiveRecovery" and "Active".
Disable The Process Historian changes to the "Disabled" operating

state in the case of maintenance tasks where access to the
database is limited. The maintenance tasks can include the
creation or the backing up/restoring of segments.
The system is offline in this operating state. Access via the
network is not possible.
Locked The Process Historian server is in the "Locked" operating state,
e.g. because the hard disk storage is reaching its capacity lim‐
it.
The Process Historian server is no longer switched "Active" in
this operating state. No values are archived. Read access to
stored values is possible.
The Maintenance Service only sets the Process Historian serv‐
er to "Active" again when the free disk space has been in‐
creased.
Enabling "Enabling" is the intermediate state between "Disabled" and
"Active".
Disabling "Disabling" is the intermediate state between "Active" and

"Disabled".

Symbol Operating state Description

Error The "Error" operating state occurs when
• An error is detected.
• There is no connection to the SIMATIC Process Historian
server service.
Error shutting down The intermediate state between any state and "Error".
Idle No data are archived in the "Idle" operating state. In this op‐
erating state, you can perform updates and maintenance
work on the Process Historian server or reboot the PC.
Shutting down The intermediate state between "Active" and "Idle".
Starting The intermediate state between "Idle" and "Active".
Undefined The Process Historian is not yet initialized or the service is not
running.
DCS messages can appear on the OS clients and WinCC station, which indicate certain system
states of the Process Historian:
I&C messages for PCS 7 OS clients and WinCC stations (Page 137)
Note
Avoid the "locked" operating state
To ensure enough free space is available for the operation of the Process Historian, regularly
check the currently available space in the "I/O systems" dashboard.
Determine which automatic mechanisms for reducing the used space can be activated in the
dashboards.

You change the operating state as follows:
Storage medium of the database backup
Overview
We recommend that you always store the backup files on a separate drive.
The following external drives can be used as storage media for the backup files:
• USB hard disk
• Network drive via ISCSI.

The selected storage medium must have sufficient available storage space for a complete
backup.
Note
Storage medium
You can configure a network share or a path via UNC for the storage medium for database backup
and segment restoration.
Backing up the database (Page 89)
Storage requirements
If less than 20 GBs are free on the drive, a warning appears.
The backup of the database is stopped if both of the following criteria are fulfilled:
• The free disk space is less than 50 GB
• Free disk space is less than 10%
For example, the storage medium has a capacity of 200 GB and the free space is 20 GB:
• The criterion "less than 50 GB" is fulfilled
• The criterion "less than 10 %" is not fulfilled
The backup continues.
See also
http://technet.microsoft.com/de-de/library/ee338476(v=ws.10).aspx (http://
technet.microsoft.com/de-de/library/ee338476(v=ws.10).aspx)
Storage space monitoring
Overview
On the Process Historian server, the Maintenance Service monitors the storage space on the
following drives:
• System drive
• Drive where the transaction log is located
• All drives on which the data of the Process Historian database is distributed
In the following cases, a warning message is sent to the Monitoring & Control server / OS server:
• The free space falls below the limit of 100 GB and is less than 20 % of the drive capacity.
• The free space on the system drive falls below the 200 GB limit and is less than 40 % of the
drive capacity.
• The storage space is not sufficient for at least three new segments to be created.

The Process Historian server switches to the "Locked" state in the following situations:
• The free space falls below the limit of 50 GB and is less than 10 % of the drive capacity.
– Hard drive up to 500 GB: Free space < 10 %
– Hard drive larger than 500 GB: Free space < 50 GB
• The drive capacity is half the low limit of the drive with the Process Historian database for the
drives:
– on which the Windows system is installed
– on which the cache of the SQL Server is installed
– on which the MSDB of the SQL Server is installed
E.g. When the free space on the drive with the Windows system is below the limit of 25 GB
(50/2) and is less than 5 % (10/2) of the disk capacity
• The space is insufficient for at least one newly created segments.
The Monitoring & Control / OS server servers monitor the storage space on the system drive
where the cache is located.
Segment
Definition
A database segment contains all the archive data accumulated over a period of time. A segment
with weekly segmentation, for example, contains all the data recorded in a week. Each segment
thus has a high and low time limit.
Each segment has a unique segment number:
• The start segment, the first segment created in a system, has the number 100,000.
• The segment whose low limit is equal to the high limit of segment "n" is specified as segment
"n+1".
• The segment whose high limit is equal to the low limit of segment "n" is specified as segment
"n-1".
Archive segment
Definition
The archive segment is created from the oldest Runtime segment You can only save and swap-
out the archive segments.

Structure
The following types of archive segments occur in Process Historian and are displayed on the
Backup/Restore dashboard as follows
Archive segment Description

Non-compressed ar‐ During the segmentation, the oldest Runtime segment becomes an archive seg‐
chive segment ment. Compression starts at this point.
In the upper list, the "Status" column = "Online" and the "Compressed" column =
"No".
Compressed ar‐ The compression of the archive segment is complete.
chive segment In the upper list, the "Status" column contains "Online" and the "Compressed"
column contains "Yes".
Past archive seg‐ The segment is created during the migration for the process data with a time range
ment that lies before the commissioning of the Process Historian. The segment has a
consecutive number less than "100000" and usually covers a period of one month.
The migration assistant itself describes all archive segments.
In the upper list, the "Status" column = "Online" and the "Compressed" column =
"No".
Saved archive seg‐ Created after backup of an archive segment in a backup file.
ment The "Backup created" column contains the date of the backup in the upper list.
The segment is displayed as "valid" in the "Flag" column. A segment is marked
"invalid" if more Runtime data has accumulated for this segment after a backup has
been created.
Swapped-out ar‐ Created after a backed-up archive segment is "Set offline". The data of this segment
chive segment is only available in the backup file.
There is no more segment data in the Process Historian database. Only the infor‐
mation about a backup and "Set offline" is available.
All the archived segments are displayed in the lower list.
External archive Created when backup file with an external archive segment is restored or "Set
segment online" . The data is stored in an external database instead of the Process Historian
database.
In the upper list, "Status" = "External" appears in the column.
See also
Runtime segment
Definition
The runtime segment is a segment to which the Process Historian writes data. The segment
records the data with a time stamp that lies within the time span of the segment. A Runtime
segment always has the "Online" status.
Runtime segments are uncompressed and therefore take up more space on the hard disk.

Structure
Runtime segments include the following segments, which are color-coded in the Process
Historian in the Segmentation dashboard:
"Segmentation" dashboard (Page 123)
• Marked green:
The segment archives the data with the current time stamp. The segment contains the time
range of the current system time.
• Marked blue:
Future segment (Page 137)
• Marked gray:
Segments for process data with an older time stamp. After a connection failure, the data is
subsequently transferred to these segments from the buffer memory of the OS computers.
The different colors of Runtime segments serve to indicate whether the segmentation in the
Process Historian system is still working reliably. If no green or blue segment is visible, there are
general problems with the segmentation or not enough free disk space is available.
Note
A weekly segment requires less hard disk space than a monthly segment, for example. The
manual backup and restore of the week segments is more complex than the month segment for
the same period.
CAL segment
Definition
The CAL segment belongs to the segments that collect all incoming data outside the current
Runtime segments. The CAL segment cannot be stored directly in a backup file and removed
from the database.
Structure
The CAL segment records all data with a time range older than the time span of the oldest
Runtime segment. For example, a PC has not transmitted data to the Process Historian for a long
time due to a connection failure. The data transfer is then made up with a datum that lies outside
the Runtime segments.
For the archive segments with the "Online" status, the data from the CAL segment is then
continuously transferred to the corresponding segments. A time range of 4 hours is transmitted
approximately every 10 minutes from the CAL segment to the corresponding archive segment.
For swapped-out archive segments, you must first restore the archive segments to enable
automatic transfer of the data from the CAL segment. When you perform the backup again, data
from the CAL segment is entered in the backup file of the archive segment.
You can recognize the presence of new data for an archive segment in the "Backup/Restore"
dashboard in the lower list in the "New data" column = "Yes".

See also
CAU segment
Definition
The CAU segment belongs to the segments that collect all incoming data outside the current
Runtime segments. The CAU segment cannot be moved directly to a backup file and removed
from the database.
Structure
The CAU segment records all data with a time range younger than the time range of the most
recent runtime segment. During the segmentation, the data from the CAU segment is
transferred to the newest Runtime segment that has the same time period .
Future segment
Definition
The future segment is a segment that is already reserved for future data.
A future segment is a safety buffer that allows you to continue archiving immediately when you
change segments.
Future segments also ensure time flexibility for any adjustments that might be needed to
increase the fill level of the data medium.
I&C messages for PCS 7 OS clients and WinCC stations
Overview
There are process control messages in the Process Historian that indicate certain system states.
These pre-defined messages only contain information about process control states and do not
return process status data.
The following tables provide an overview of the process control messages that appear in the
Process Historian.
The following messages are generated by the SIMATIC service Process Historian-Ready:
Message Message text Event

no.
1012500 PHRDY: Start Recovery for Process Historian The transmission of the missing data starts once the
communication connection between WinCC and the
Process Historian has been restored.
1012501 PHRDY: Recovery for Process Historian completed The transfer of data to the Process Historian has finished.


no.
1012502 PHRDY: No communication to the Process Historian pos‐ The connection to the Process Historian cannot be es‐
sible tablished.
1012503 PHRDY: Communication to the Process Historian is in‐ It is not possible to write and/or read data to/from the
terrupted Process Historian.
1012504 PHRDY: Communication to the Process Historian re‐ Writing and/or reading data to/from the Process Histori‐
stored an is possible again.
1012505 PHRDY: Process Historian Server offline since <date The SIMATIC Process Historian service is not available.
time> Read access to the data is possible.
1012506 PHRDY: Buffer limit Channel <Channel name> exceeded The configured maximum available buffer memory of
the selected communication channel (MSMQ) was ex‐
ceeded. In this case, the Process Historian server can
temporarily slow down the transfer of data from the
WinCC systems.
1012507 PHRDY: Buffer limit channel <Channel name> normal The buffer memory is again operating within the config‐
ured limits.
1012508 PHRDY: Less than <number> GB free space on volume On the WinCC station, the available storage space has
'<drive>' for communication with the Process Historian. fallen below a certain limit.
1012509 PHRDY: Communication of the Process Historian has There is no more space available on the WinCC-station.
been terminated. Less than <number> GB free space on
data medium '<drive>'.
1012510 PHRDY: Connection to the Process Historian could not Process Historian-Ready is configured incorrectly (e.g.
be established (check configuration). service without user login, configuration error in the
configuration file, etc.).
The following messages are generated by Process Historian and sent to all clients:

no.
1012600 PH: Data storage space filled to <number %> The warning limit of the storage space of the monitored
drive was reached.
1012601 PH: System out of resources The total load of all CPUs has been over 70% for at least
30s.
1012602 PH: Redundancy failed Redundancy of the Process Historian server is no longer
possible (because the redundancy was manually or au‐
tomatically disconnected or the SQL server detected a
problem etc.).
1012603 PH: Redundancy restored The connection to the redundancy partner has been re‐
stored.
1012604 PH: Available licenses exceeded. Shutdown in <num‐ No adequate licenses available.
ber> days
1012605 PH: PH-Ready <computer name> failed The Process Historian has lost the connection to the ref‐
erenced computer.
1012606 PH: An automatic redundancy switchover of the Process An automatic redundancy switchover of the Process His‐
Historian server has taken place. torian server has taken place.
1012607 PH: Less than <number> GB free space for database of The warning limit of storage space for the Process His‐
the Process Historian. torian database has been reached.
1012608 PH: Less than <number> GB of free storage space for The warning limit of the storage space for the "tempdb"
the "tempdb" database. database has been reached.


no.
1012609 PH: Less than <number> GB of free storage space for The warning limit of the space for the emergency restore
the emergency restore operation. operation was reached.
1012610 PH: New backup for the emergency restore operation The creation of a complete backup failed.
failed. Too little storage space.
1012611 PH: An unknown error occurred when creating backup The creation of a complete backup failed, unknown error.
for emergency restore operation.
1012612 PH: Storage path <path> not accessible for emergency The storage path for the database backup is not available.
restore operation.
1012613 PH: The emergency threshold for drive <path> was
reached. This why the Process Historian is locked.
1012614 PH: None of the prepared segments exist. Please check
why this is.
1012615 PH: Not all the prepared segments have been gener‐
ated.
3.1.4.4 Aggregation for PCS 7 and WinCC
Basics of aggregation
Definition
A large volume of raw data is generated during operation. Aggregation takes place to answer a
query of process data within a reasonable time. The aggregates link and process the incoming
raw data.
The aggregates are calculated and permanently stored in the database as soon as the data is
archived. This reduces the number of raw data values needed for an ad-hoc query.
The aggregation is available for PCS 7 and WinCC and can be called up via the OS clients and
WinCC stations.

All aggregation values are stored in the first data group for the process values. The first data
group therefore requires more disk space. Approximately 3 % to 6 % additional space is required
in the database to save the aggregates. The average storage requirement per aggregate is
approximately 128 bytes.
The following aggregates can be used for automatic calculation in the time intervals "1 minute/
1 hour/1 day":
• MIN (Page 142)
• MAX (Page 143)
• SUM (Page 143)
• NUM (Page 144)

• INT (Page 145)

• AVG and WAV (Page 145)
You can find an overview of the aggregation functions in:
Aggregation functionality (Page 140)
Select the requested individual aggregate time interval in a way that ensures each possible
query regarding query time interval and requested number of aggregates across the range. The
requested number of single values for processing is limited to the number that can be processed
within the available query time of 60 seconds.
Example
For a query, you want to calculate the "MAX" value over a period of one month.
Without aggregation
With a raw data cycle of 1 second, the query is calculated from the following volume of raw data:
60 (sec) x 60 (min) x 24 (h) x 30 (d) = 2,592,000 values
The query is calculated from 2,592,000 raw data items.
With aggregation:
MAX (30 days)
The query is calculated from 30 aggregate time intervals.
Aggregation functionality
Overview
In addition to the raw data for PCS 7 and WinCC, the aggregates are available in the database and
can be opened via the OS clients and WinCC station. The additional computing time required to
process the aggregates is lower than that for processing queries based on raw data.
The provision of a sophisticated access function allows the automatic selection of the correct
aggregates and connection of the available pre-aggregate values, so that the query is processed
as quickly as possible.
Calculation of the aggregates

The following calculation strategies are possible:
• The smallest required raw data sequence should be stored in the main memory (main
memory capacity).
• The lowest number of required calculation operations must be performed (CPU
performance).
• The raw data is transferred in ascending chronological order for calculation of the aggregates.

The interpolation strategy to be applied must be defined for each tag.

An aggregation structure, which is managed in Runtime, is required for each tag and
aggregation level.
Example of aggregates
The following aggregations are possible, for example:
• Query across all aggregate values of a specific tag within a time range TQ={t1...t2}.
• Query across all aggregate values for all tags within a time range TQ.
• Query of n aggregate values from a list of tags within a time range TQ.
Calculated processing time without pre-aggregated data

The typical number of TQ is 2 years, sometimes 5 years for extended applications.
The typical value range is from 12 (monthly) to 300. 1200 is a typical number of values
requested by the Trend Control. In addition, limits can be requested depending on the queries
and settings.
If such an average number of values is requested ad hoc, the amount of raw data to be processed
can become very high.
TQ=2 y, N=2 values/s * 60 s/m * 24 h/d * 365 d/y * 2 y = 126,144,000 values
With a maximum number of values of 100,000 / sec that have to be processed, the required
processing time per tag remains very high:
DQ(1) = 126,144,000 values/100,000 values/sec = 1261.44 s = 21.024 min
The aggregate calculation is requested for 200 tags:
DQ(200) = 200 * 21.024 min/60 = 70.08 h
As a result, the assumed calculation rate of 100,000 values/s in the database requires an
aggregation request over a period of two years of approx. 70 hours of processing time.
Combinations of aggregate values

Aggregates can be combined or derived in order to, for example, map the time intervals "A" and
"B" in one aggregate.
The basic aggregates "MIN", "MAX", "SUM", "NUM" and "INT" must be saved to calculate the
aggregates that can be derived from them.
Aggregates that can be combined:

MIN: MIN(A) x MIN(B)=MIN(A+B)
MAX: MAX(A) x MAX(B)=MAX(A+B)
SUM: SUM(A) x SUM(B)=SUM(A+B)
INT: INT(A) x INT(B)=INT(A+B)

Aggregates that can be derived:

The "AVG" and "WAV" aggregates from the time intervals "A" and "B" are derived from the base
aggregates.
AVG
AVG(A) x AVG(B) = SUM(A)+SUM(B) / NUM(A) + NUM(B)
If the aggregate values SUM(A) and NUM(A) are known within the time domain, the AVG values
need not be explicitly stored as aggregate values in the database. The AVG values are derived
aggregate values from the basic aggregates "SUM" and "NUM" of the basic values.
WAV
WAV(A) x WAV(B) = INT(A)+INT(B) / |A| + |B|. For example, "|A|" is the absolute value of "A" within
the time interval of "A".
If the size of the aggregation time interval is known, the "WAV(A)" value can be calculated from
the base aggregate "INT(A)".
"MIN" aggregate
Definition
The "MIN" aggregate contains the smallest value within the raw data sequence of a time interval.
Calculation
If the time interval does not include any values, "MIN" is interpolated as follows.
The initial value and the final value of the raw data sequence of the aggregation time interval are
calculated. The smallest value is saved as temporary "MIN" value in the main memory. The
processed raw data is discarded.
Each value that is transferred afterwards is compared to the "MIN" value from the main memory.
If the new value is smaller than the "MIN" value, the new value is used as the "MIN" value.
If the transmitted raw data value is outside the aggregation time interval, the last temporary
"MIN value" from the main memory is published as a valid "MIN value".
The raw data value that was transferred last is entered as first temporary "MIN" value in the next
aggregation time interval.
The dimension of the aggregate has the same dimension as the raw data.
To implement the algorithm, 8 bytes per tag and aggregation level are required in the main
memory in Runtime.
For 100,000 tags and 3 aggregation levels, the storage requirement is: 100,000 x 3 x 8
bytes = 2.4 MB.

"MAX" aggregate
Definition
The "MAX" aggregate contains the largest value within the raw data sequence of a time interval.
Calculation
The first transferred raw data value of the time interval is stored as temporary "MAX" value in the
main memory. The processed raw data is discarded.
Each value that is transferred afterwards is compared to the "MAX" value from the main memory.
If the new value is greater than the "MAX" value, the new value is used as the "MAX" value.
"MAX value" from the main memory is published as a valid "MAX value".
The raw data value that was transferred last is entered as first temporary "MAX" value in the next
memory in Runtime.
bytes = 2.4 MB.
"SUM" aggregate
Definition
The "SUM" aggregate contains the sum of all values within the raw data sequence of a time
interval.
Calculation
The first transferred raw data value of the time interval is stored as temporary sum value in the
main memory. The processed raw data is discarded.
Each subsequent transferred value is added to the temporary total value. The new total value is
stored in the main memory. The processed raw data is discarded.
"SUM value" from the main memory is published as a valid "SUM value".
The raw data value that was transferred last is entered as first temporary "SUM" value in the next

memory in Runtime.
bytes = 2.4 MB.
"NUM" aggregate
Definition
The "NUM" aggregate contains the number of values within the raw data sequence of a time
interval.
Calculation
As soon as the first raw data value for an aggregation time interval is transmitted, a temporary
value with the number "1" is generated and stored in the main memory. The processed raw data
is discarded.
For each value that is transferred afterwards, the "NUM" value in the main memory is increased
by "1" and stored in the main memory. The processed raw data is discarded.
"NUM value" from the main memory is published as a valid "NUM value".
The raw data value that was transferred last is entered as first temporary "NUM" value in the next
When no values are transferred in an aggregation time interval, an assumed "NUM" value is
specified at the interval limit before the next raw data values are transferred.
The "NUM" aggregates are set to "-1" for a "Sample and Hold" interpolation and to "-2" for a linear
interpolation. This shows that the aggregates "MIN", "MAX" and "SUM" were calculated from
virtual values. With "NUM" = "-1" or "-2", the "AVG" values and "WAV" values are calculated
correctly.
"NUM" aggregates have no dimension.
memory in Runtime.
bytes = 1.2 MB.

"INT" aggregate
Definition
The "INT" aggregate contains the result of an integration of all values of a raw data sequence
within a time interval.
Calculation
Unlike the other aggregates, "INT" cannot be calculated from a raw data sequence alone within
an aggregation time interval. The calculation of an integral from a specified time range requires
a continuous function within the time interval. Available discrete interpolation points must be
interpolated within the time interval before the integral value is calculated.
To interpolate, information about the last value of the low time interval range and the first value
of the higher time interval range is required.
The following methods are used by the Process Historian for interpolation:
• Sample and Hold interpolation (INT1)
• Linear interpolation (INT2)
memory in Runtime.
bytes = 2.4 MB.
"AVG" and "WAV" aggregates
Definition
The "AVG" aggregate contains the arithmetic mean within the raw data sequence of a time
interval.
The "WAV" aggregate contains the weighted mean within the raw data sequence of a time
interval.
Calculation
"AVG" and "WAV" are calculated from the basic aggregates "NUM" and "SUM" or "INT".
Additional memory is not required for the aggregate in Runtime.

3.1.5 Properties (Process Historian server)
3.1.5.1 Description
The elements of the organizational structure of the Process Historian database and the extended
structure can optionally have a multilingual description.
3.1.5.2 Locked
Indicates whether the project is locked for deletion:
• No: The project is not locked. The project data can be deleted. The project or data source can
only be deleted if no data transfer has taken place for about 15 minutes.
• Yes: The project is locked. You can deactivate the lock.
3.1.5.3 Restore messages

Indicates whether the Process Historian retrieves the alarm data subsequently from the data
source.
3.1.5.4 Restore measured values

Indicates whether the Process Historian retrieves the measured values subsequently from the
data source.
3.1.5.5 Send
Shows the status of the connection between the Monitoring & Control / OS / WinCC servers and
Process Historian:
• Yes: The connection is established. The Monitoring & Control / OS / WinCC servers can send
data to the Process Historian. You see the last transmission of the data in the last columns of
the overview.
• No: No connection is established. Therefore, no data is supplied to the Process Historian.
3.1.5.6 Last lifebeat

Time stamp when the contact between server and Process Historian was last successfully
checked.
3.1.5.7 Last alarm data

Time stamp when the last message data was transferred from the server to the Process Historian.

3.1.5.8 Last measured value data

Time stamp when the last measured value data was transferred from the server to the Process
Historian.
3.1.5.9 Last message configuration

Time stamp when the configuration data for the messages was last transferred from the server
to the Process Historian.
3.1.5.10 Last measured value configuration

Time stamp when the configuration data for the measured values was last transferred from the
server to the Process Historian.
3.1.5.11 Number of delayed segments

Number of saved archive segments that are not set "Offline" until later after the automatic
backup. This extends the period of time during which the archived data can be read.
For For example, the segment size is "1 week" and the number of delayed segments is set to "2".
The segments that are older than two weeks are set "Offline".
3.1.5.12 Status
Status of a segment with regard to access options:
• Online: Process Historian has read access to the data. You can display the data of the runtime
segments and archive segments, e.g. via trend display or in the information server.
• Offline: The archive segment data has been successfully exported to a backup file and
removed from the Process Historian database. The Process Historian can only access the data
in a read-only mode again when the archive segment has been restored and is in the "Online"
state.
3.1.5.13 Total number of Runtime segments

The total number of Runtime segments includes:
• The Runtime segments that are available for archiving. Minimum 4, maximum: 52.
• The future segments that are reserved for future data. Minimum 1, maximum: 10.
3.1.5.14 Time interval

The time domain that a segment comprises.
The time span is determined by the unit, e.g. week, and the factor.

3.1.5.15 Unit
Specifies the time range that a segment covers:
• Day
• Week
• Month
3.1.5.16 Factor
Integer multiplier for the configured unit of time interval.
For example, Factor "2" and "Week" unit: the segment covers a period of two weeks.
3.1.5.17 Anchor point

Date and time when the segmentation starts.
3.1.5.18 Tag licenses

Displays the number of available, required, and free tag licenses for the Process Historian
system.
The Process Historian requires tag licenses for the PCS neo data source. If no licenses are
available, a trial license is activated for 30 days.
3.1.5.19 Project license status

Displays the following for the selected project:
• Name of the project
• Type of project (Page 148)
• Number of tags used
3.1.5.20 Type
The elements of the organizational structure of the Process Historian database are linked to a
type in order to assign the data to a project type or physical data source. The assigned type can
be changed for the created extended structure.
3.1.5.21 License status of the Process Historian

Shows the availability and validity of licenses for the Process Historian.

3.1.5.22 Backup type

Specifies the backup type of the Process Historian database for automatic backup:
• "Disabled": Automatic database backup is disabled.
• "Incremental": If all data groups are backed up in files once, the "Completed" backup status is
displayed. Only from this point on a recovery with the current database backup is possible.
A backup is then created continuously in additional files for a data group that has been
changed in the meantime or for the oldest data group. The oldest backup of this data group
is deleted so that the hard disk space does not increase indefinitely. A recovery is always
possible up to the point in time at which the last data group was saved.
• "Cyclic full backup": The database is backed up in full in a single backup file after a specified
cycle (days). The time stamp with date and time are part of the name of the backup file. The
backup of the database is completed much faster than the incremental backup. The database
backup is finished when the "Completed" backup status is displayed. A recovery of the backed
up file restores the data until the database backup is complete.
3.1.5.23 Backup options

The backup options help you test the data integrity of the database backups so that it is possible
to restore the database after the backup.
You can enable the following backup options:
• Verify backup file (If the backup time increases by approx. 50 %)
greatest possible assurance that the database can be restored from the backup file. The
option performs checks such as:
– Checksum
If an error is found, an incremental backup will not continue and must be restarted.
• You can specify for the manual backup and the cyclic full backup whether the Process
Historian service is disabled during the backup. Thus, the backup process is faster. After the
backup is complete, the Process Historian service is reactivated. No runtime data is archived
during deactivation.
You should select the option especially for large databases and a high base load. Because
when the service is running, the full backup and normal archiving can interfere with each
other.
3.1.5.24 Backup status

Displays the progress of the database backup. If no backup is made, the status is "Inactive".
3.1.5.25 Destination path

Drive and folder on which the Process Historian database is backed up.

3.1.5.26 Alternative path

Alternative drive on which the Process Historian database is backed up.
3.1.5.27 Status
Status of the database backup. Possible states:
• Automatic backup not configured.
• Empty. The database backup has been successfully performed.
• Verification running.
• Operation aborted: Not enough free disk space {0}.
• Operation aborted: An unspecified error has occurred.
• Operation aborted: Write attempt denied.
• Operation aborted: Destination path is not valid.
3.1.5.28 Scheduler status "Backup"

Status of the task scheduler for automatic backup:
• Active: The automatic backup scheduler is active. The scheduler settings are used for the
backup.
• Inactive: The automatic backup scheduler is not used.
3.1.5.29 Scheduler status "Delete"

Status of the task scheduler for automatic removal:
• Active: The scheduler for automatic removal is active. The scheduler settings are used for the
removal.
• Inactive: The scheduler for automatic removal is not used.
3.1.5.30 Number of batches

Displays the following in the "SIMATIC BATCH Backup/Restore" dashboard in the "Number of
batches" area:
• Total: Number of selected batches in the "Batch selection" table.
• Backed up: Number of backed up batches selected for backup in the "Batch selection" table.
3.1.5.31 Displayed
Number of batches displayed in the "Batch selection" table.

3.1.5.32 Selected
Number of selected batches in the "Batch selection" table.

3.2 Process Historian OPC UA Server
3.2.1 Concepts
3.2.1.1 Basics of the Process Historian OPC UA Server
Definition
Process Historian provides an integrated OPC UA server as an option. It allows external OPC UA
applications to communicate with the Process Historian server.
OPC UA is a standardized interface of the OPC Foundation with an integrated security concept
and a high-performance information model for providing data in a uniform address space.
OPC UA for Process Historian supports the "OPC UA 1.03" specification of the OPC Foundation.
Detailed information on the OPC UA specifications:
http://www.opcfoundation.org (http://www.opcfoundation.org)

OPC UA for Process Historian supports the following OPC UA services and profiles. Only the
binary OPC UA protocol with the "UA-TCP UA-SC UA Binary" profile is used for communication.
Supported OPC UA services (Page 157)
Supported OPC UA profiles (Page 158)
The security concept is implemented in the OPC UA for the Process Historian.
Security concept of the Process Historian OPC UA Server (Page 153)
The external OPC UA applications have read access to the following data of the local Process
Historian server:
• Configuration data
– Project structure of the Process Historian server
– Tag configuration and process values
– Alarm logging
• Archived data:
– Process values
– Messages
The archived runtime data is available from the OPC UA client via the "HistoryRead" service.
OPC UA for Process Historian also includes the OPC UA Local Discovery Server.

The OPC UA Server for the Process Historian is pre-configured during installation. You can change
the server configuration if needed.
You can reach the OPC UA server via the URL "opc.tcp://[HostName]:[Port]". HostName is a
placeholder for the name of the PC and is set automatically. The default port is "4852".
The OPC UA information model for Process Historian is described in detail in the "OPC UA
Information model" document. This document is available on the Internet in English.
OPC UA information model (https://support.industry.siemens.com/cs/de/de/view/109795398)
3.2.1.2 Security concept of the Process Historian OPC UA Server
Overview
The security concept of OPC UA is essentially based:
• On the authentication and authorization of participating applications and users.
• On ensuring the integrity and confidentiality of messages exchanged between applications.
Certificates are the mechanism to authenticate the OPC UA applications. Each application has its
own instance certificate and thus identifies itself within the public key infrastructure (PKI).
The security mechanisms used, e.g. algorithms for encryption and signing, are defined by
standardized security guidelines. You can find details in the OPC UA specification under "Part 2",
"Part 4" and "Part 7".

The following certificates are used in the OPC UA Server for the Process Historian.
• Instance certificate of the Process Historian OPC UA server (Page 159)
• Trusted client certificates of the Process Historian OPC UA server (Page 160)
• Rejected client certificates of the Process Historian OPC UA server (Page 162)
In addition to the security mechanisms of the communication level, the OPC UA server also
supports the authentication of the user of the client applications. To do this, the client
application must specify a valid combination of user name and password when setting up the
communication. The OPC UA server checks the combination in the user management of the
operating system.
The security policies, user identities supported by the OPC UA server and the certificates used are
configured in the "OpcUaServerPH.xml" configuration file.
Configuration file "OpcUaServerPH.xml" (Page 162)

The certificates expire after five years. You must then create new self-signed certificates.
Renew expired certificates (Page 157)
Note
Requirements for secure communication
• Instance certificate for server and client
• Correct configuration of certificate stores
3.2.2 Use cases
3.2.2.1 Configuring the Process Historian OPC UA Server
Requirement
• The OPC UA Server for the Process Historian is installed.
• You have familiarized yourself with the security concept of the OPC UA Server.
Note
Changing the server configuration
An improper change of the server configuration can lead to operation faults and/or security gaps.
The server may only be configured by qualified personnel.
Procedure
1. Open the "OpcUaServerPH.xml" configuration file from the installation folder in "\Siemens
\ProcessHistorian\bin".
2. Change the port number if needed.
Editing the port number (Page 155)
3. Make the security settings for communication.
Configuring security settings (Page 155)
4. Set the user identification for the connection setup.
Configuring user identification (Page 156)
Result
The pre-configuration of the OPC UA server for the Process Historian was changed.

See also
3.2.3 Step-by-step instructions
3.2.3.1 Editing the port number
Requirement
The configuration file "OpcUaServerPH.xml" is open
Procedure
1. Under <BaseAdresses>, change the default port number "4852".
Do not use a port number that is used by another application.
Note the firewall settings.
Example
<BaseAdresses>
<ua:String>opc.tcp://[HostName]:5210</ua:String>
<BaseAdresses>
The parameter [HostName] is a placeholder for the name of the PC and is determined during
runtime.
Result
The port number of the Process Historian OPC UA server has been changed.
3.2.3.2 Configuring security settings
Requirement
• You have worked with the security concept of the OPC UA server.
• The configuration file "OpcUaServerPH.xml" is open

Procedure
1. Under <SecurityProfileUris>, set the supported "Security Policies".
– Enable the setting with "true".
– Disable the setting with "false".
2. Under <SecurityPolicies>, set the "Message security modes".
To disable a setting, delete the complete entry <SecurityPolicy>... </
SecurityPolicy>.
Example
<SecurityProfile>
<ProfileUri>http://opcfoundation.org/UA/SecurityPolicy#None</
ProfileUri>
<Enabled>false</Enabled>
</SecurityProfile>
<SecurityPolicy>
<ProfileUri>http://opcfoundation.org/UA/SecurityPolicy#None</
ProfileUri>
<MessageSecurityModes>None</MessageSecurityModes>
</SecurityPolicy>
Result
You have defined the security settings OPC UA server.
3.2.3.3 Configuring user identification
Requirement
• You have worked with the security concept of the OPC UA server.
• The configuration file "OpcUaServerPH.xml" is open
Procedure
1. Under <UserTokenPolicies>, set the user identification for the connection setup.
2. To disable a setting, delete the entire entry.
Example
<UserTokenPolicy>

<TokenType>Anonymous</TokenType>
</UserTokenPolicy>
Result
User identification has been defined.
3.2.3.4 Renew expired certificates
Procedure
1. Delete the expired certificates and the certificate folder with the private key from the PH-OPC
UA server installation path:
– C:\Program Files\Siemens\PH-OPCUAServer\bin\PKI\OPCUAServer\own\certs
– C:\Program Files\Siemens\PH-OPCUAServer\bin\PKI\OPCUAServer\own\private
2. On the PC on which you want to create the certificates, start the command prompt as
administrator.
Run "OpcUaServerPH -CreateCertificate". After that, the new certificates are located in the
corresponding folders:
– C:\Program Files\Siemens\PH-OPCUAServer\bin\PKI\OPCUAServer\own\certs
– C:\Program Files\Siemens\PH-OPCUAServer\bin\PKI\OPCUAServer\own\private
3. Copy the newly created certificates from "C:\Program Files\Siemens\PH-OPCUAServer\bin\PKI
\OPCUAServer\own\certs" to the certificate stores of the trusted certificates (installation
folder\...\trusted\certs\) of the OPC UA clients connected to the PH-OPC-UA Server.
Result
New self-signed certificates have been created.
3.2.4 Supported OPC UA services
Definition
The following table summarizes the functionality supported by OPC UA server 1.0.3 for
accessing the Process Historian OPC UA server:
OPC UA Service Sets Services Comment

Discovery Service Set FindServers Determining the available OPC UA servers
GetEndpoints
Secure Channel Service Set Everybody Establishing a secure communication channel
Session Service Set User authentication and session management

OPC UA Service Sets Services Comment

View Service Set Browse Address space browsing to determine the tags and objects of the
BrowseNext Process Historian
Attribute Service Set Read Read property value
HistoryRead Read process values or messages archived in Process Historian
Subscription Service Set CreateSubscription Creation, modification and deletion of subscriptions
SetPublishingMode
Publish
RePublish
DeleteSubscription
MonitoredItem Service Set CreateMonitoredItems Only for standard UA variables,
SetMonitoringMode for example: Server/ServerStatus/State
DeleteMonitoredItems
3.2.5 Supported OPC UA profiles
Definition
The OPC UA server for Process Historian supports the following OPC UA 1.03 profiles without
restrictions:
• 6.5.3 Base Server Behavior Facet
• 6.5.14 A & C Base Condition Server Facet
• 6.5.30 Historical Raw Data Server Facet
• 6.5.107 UA-TCP UA-SC UA Binary
• 6.5.125 SecurityPolicy - Basic256
• 6.5.124 SecurityPolicy - Basic128Rsa15
• 6.5.123 SecurityPolicy - None
The OPC UA server for Process Historian supports the OPC UA profiles shown in the following
table and Conformance Units with restrictions:
Profile "Group" Unsupported "Conformance Unit"

6.5.8 Standard DataChangeSubscription Monitored Item Services ModifyMonitoredItems
Server Facet DeadBand Filter
Monitor MinQueueSize_02
6.5.9 Enhanced DataChange Subscription Monitored Item Services Monitor MinQueueSize_05
Server Facet
6.5.47 Standard UA Server Profile Attribute Services Attribute Write StatusCode & Timestamp

3.2.6 Instance certificate of the Process Historian OPC UA server
Overview
Each OPC UA server for Process Historian requires its own instance certificate with a private key
for secure operation. The certificate is only valid on the respective PC. Only the OPC UA server
installed on this PC is used.
A self-signed instance certificate of the OPC UA server is generated when the OPC UA server is
installed for the Process Historian. The instance certificate is stored in the certificate folder of the
OPC UA server as well as in the certificate store of the OPC UA Local Discovery Server.
The private key to this certificate is only stored in the certificate folder. You must restrict access
to the private key folder to:
• The server itself
• The administrator of the plant
Note
Access to the folder of the private key
For security reasons, only the OPC UA server itself and the administrator may have access to the
private key of the OPC UA server.
The instance certificate created during installation and the corresponding private key can be
replaced by the plant administrator. Depending on the respective security concept of the
installation, the new instance certificate can be self-signed or issued by a certification body.
You define the storage location for the instance certificate of the OPC UA server in the
"OpcUaServerPH.xml" configuration file in the "ApplicationCertificate" folder.
Parameter Value Meaning

StoreType Directory Type of certificate storage. The storage must be "Directory".
StorePath [ApplicationPath]\PKI\CA The certificate and the private key are stored under this folder.
Example
The instance certificate of the server is in the directory "PKI\CA\Certs". The private key is located
in the directory "PKI\CA\Private".

3.2.7 Trusted client certificates of the Process Historian OPC UA server
Overview
The OPC UA server for the Process Historian supports secure communication only with trusted
clients. A client is trusted under the following conditions:
• The client has a valid self-signed certificate that is stored in the certificate store of the trusted
certificates of the OPC UA server.
• The valid certificate of the client was issued by a certificate authority. The valid certificate of
the certificate authority must be stored in the certificate store of the trustworthy certificates
of the OPC UA server.
In this case, only the certificate of the certificate authority must be available. The instance
certificate of the client does not have to be in the certificate store of the trusted certificates.
Note
Trustworthiness of certificates from certificate authorities
The certificates from the certificate authority repository are not automatically considered
trustworthy.
For a certificate authority to be trusted, its certificate must be stored in the trusted certificates
store.
Storage location of the trusted certificates

You define the storage location of the trusted certificates in the "OpcUaServerPH.xml"
configuration file in the "TrustedCertificateStore" folder:
Parameter Meaning
StoreType Type of certificate storage. Storage can be "Directory" or "Windows".
StorePath The certificates of the trusted clients are stored under this folder.
Example
Configuration with "Directory" storage

In this example, the PH OPC UA server trusts all clients whose instance certificate is located in the
"PKI\TrustList\Certs" folder.
Configuration with "Windows" storage

In this example, the instance certificates of the clients must be located in the certificate store of
the operating system under "<Local PC>\UA Applications".

Storage location of certificates issued by a certificate authority

You define the storage location of the trusted certificates from a certificate authority in the
"OpcUaServerPH.xml" configuration file in the "IssuerCertificateStore" folder:
Parameter Meaning
StoreType Type of certificate storage. Storage can be "Directory" or "Windows".
StorePath The certificates of the trusted certificate authorities are stored under this folder.
Note
Requirements for the certificates from certificate authorities
• The storage type of the server certificate must be "Directory".
• The two repositories for trusted client certificates and for the certificates of the certificate
authorities must have the same "StoreType", i.e. either both "Directory" or both "Windows".
Example
Configuration with "Directory" storage

The certificates of the trusted certificate authorities are located in the "PKI\CA\Certs" folder.
Configuration with "Windows" storage
The "StorePath" parameter is irrelevant in this example. You must store the certificates of the
certificate authorities in the Windows certificate store according to the specifications of the
operating system.
The certificates that are in one of the following paths are trusted:
• <Local PC>\trustworthy root certification bodies
• <Local PC>\third-party master certification bodies

3.2.8 Rejected client certificates of the Process Historian OPC UA server
Overview
If a OPC UA client accesses the OPC UA server for the Process Historian whose certificate is not
trustworthy, the OPC UA server rejects the secure communication. The OPC UA server copies the
client's certificate to the rejected certificate folder.
You define the storage location of the rejected certificates in the "OpcUaServerPH.xml"
configuration file in the "RejectedCertificateStore" folder.
Note
Only the "Directory" "StoreType" is supported.
To enable secure communication with this client, move the rejected certificate to the certificate
store of the trusted certificates.
3.2.9 Discovery Server
Definition
The OPC UA Local Discovery Server (LDS) of the OPC Foundation enables OPC UA client
applications to obtain information about available OPC UA servers.
The OPC UA server logs in to no, one or more discovery servers depending on the configuration.
These servers can be installed on the same or different PCs.
Note
Change or add the firewall rules from the OPC UA LDS.
3.2.10 Configuration file "OpcUaServerPH.xml"
Definition
Use the "OpcUaServerPH.xml" file to configure the OPC UA server for the Process Historian. You
can find the configuration file in the installation folder under "\Siemens\ProcessHistorian\bin".

Section <Secured Application>

In this section, the OPC UA application security is set according to the OPC UA Specification / Part
6 / § "Security Settings Management".
<Secured Application>
<BaseAddresses> Configuration of the URL for the OPC UA server
<...></...>
</BaseAddresses>.
<SecurityProfileUris> Configuration of the supported security policies
<SecurityProfile> Use the "none" setting only for test or diagnostic purposes.
<...></...>
</SecurityProfile>
...
</SecurityProfileUris>
<ApplicationCertificate> Revision of the default certificate configuration according to OPC UA
<TrustedCertificateStore> Specification / Part 6
<TrustedCertificates> (optional)
<...>
</Secured Application>
The security mechanisms are explicitly enabled or disabled via "SecurityProfileUris".

Below, you see a SecuredApplication in which unsecured communication is disabled:

Section <Server Configuration>
<Server Configuration>
<SecurityPolicies> Configuration of the Message Security Modes.
<SecurityPolicy> Use the "none" setting only for test or diagnostic purposes.
<...></...>
</SecurityPolicy>
...
</SecurityPolicies>
<UserTokenPolicies> Configuration of the user identification
<UserTokenPolicy> Use the "Anonymous" setting only for test and diagnostic purposes
<...></...>
</UserTokenPolicy>
...
</UserTokenPolicies>
<Server Configuration
"SecurityPolicies" contains the list of all combinations of "Security Profile" and "Message Security
Mode" that can be used by the server.
Security Profile Message Security Description

Mode
http://opcfoundation.org/UA/SecurityPolicy#None None Unsecure communication
http://opcfoundation.org/UA/SecurityPolicy#Basic128Rsa15 Sign or SignAndEncrypt Secure communication, signed or
encrypted and signed messages
http://opcfoundation.org/UA/SecurityPolicy#Basic256 Sign or SignAndEncrypt Secure communication, signed or
encrypted and signed messages
When setting up the communication, the UA clients select the desired "SecurityPolicy" from this
list.
Note
Secure communication between client and server
In production mode, use the following settings as a minimum for secure communication
between client and server:
• SecurityPolicy: Basic 128Rsa15
• Message Security Mode: Sign
With the following configuration of user identities, the PH OPC UA server supports both
anonymous users and the "UserTokenPolicy" "UserName".

Example of a configuration file with maximum functionality



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Process Historian -

SIMATIC SIMATIC Process Historian 3

Siemens AG A5E51393796-AA Copyright © Siemens AG 2021.

1 Process Historian - Installation Notes .................................................................................................... 7

SIMATIC Process Historian

2.2 Release Notes .................................................................................................................... 40

SIMATIC Process Historian

3.1.5.25 Destination path .............................................................................................................. 149

SIMATIC Process Historian

SIMATIC Process Historian

1.1.1 System requirements

Order of installation of Process Historian and Information Server on a system

SIMATIC Process Historian

Cleanup of the corrupt Information Server installation

1.1.2 Licenses of the Process Historian

Products for PCS neo

Product License type Validity MLFB WiBu

An additional license is required for the following connectivity function:

Product License type Validity MLFB WiBu

Products for PCS 7

Product License type Validity MLFB

SIMATIC Process Historian

Product License type Validity MLFB

An additional license is required for the following connectivity function:

Product License type Validity MLFB

Products for WinCC

Product License type Validity MLFB

An additional license is required for the following connectivity function:

Product License type Validity MLFB

1.1.3 Hardware requirements

1.1.3.1 Hardware requirements

SIMATIC Process Historian

PH-HW Advisor (https://support.industry.siemens.com/cs/ww/en/view/109740115)

Overview of the configuration limits

*) The following is taken into account:

Overview of the configuration limits with SIMATIC BATCH

Configuration limits Medium (M) Large (L)

SIMATIC Process Historian

Configuration limits Medium (M) Large (L)

*) 60 recipe steps / min. require 1 TB for the BATCH messages

1.1.3.2 Low configuration limits (S)

Platform IPC 847E

SIMATIC Process Historian

1.1.3.3 Medium configuration limits (M)

1.1.3.4 High configuration limits (L)

SIMATIC Process Historian

1.1.3.5 Very high configuration limits (XL)

SIMATIC Process Historian

SIMATIC Process Historian

1.1.4 Software requirements

1.1.4.1 Software requirements

SIMATIC Process Historian

Microsoft Message Queuing Services for PCS 7/WinCC

1.1.4.2 Supported operating system languages

SIMATIC Process Historian

1.1.4.3 "Historian" SQL server instance

"Historian" instance after uninstalling Process Historian

1.1.4.4 Firewall settings

SIMATIC Process Historian