Quick Start

Contents
Overview........................................................................................................................................... 2

Quick Start: iFIX, IGS, and Historian.................................................................................................. 2

System Requirements...................................................................................................................... 8

iFIX 2024 System Requirements........................................................................................................ 8

Historian 2024 System Requirements..............................................................................................16

1. Download ....................................................................................................................................26

Steps to Download Your GE Vernova Software..............................................................................26

2. Run the Proficy Installer............................................................................................................ 30

Steps to Run the Proficy Installer.................................................................................................... 30

3. Install and Configure GE Vernova Licensing.............................................................................40

Steps to Install and Configure Licensing ....................................................................................... 40

4. Configure IGS for iFIX................................................................................................................ 48

Steps to Configure IGS for iFIX........................................................................................................ 48

5. Configure Historian to iFIX Connection.................................................................................... 54

Steps to Configure the Historian to iFIX Connection.....................................................................54

6. Configure Configuration Hub.....................................................................................................63

Steps to Configure Configuration Hub............................................................................................ 63

7. Build a Test Picture.....................................................................................................................73

Steps to Build a Test Picture............................................................................................................ 73

Quick Start | 1
Overview
Quick Start: iFIX, IGS, and Historian
First time installing iFIX, IGS, Historian, and their common components all on the same computer?
Want to quickly set up a system so that you can get up and running fast? The following sections
outline a few simple steps to get going right away!

In very little time, you can set up iFIX, IGS, Historian, Configuration Hub, and Proficy Authentication
all on the same computer and feel assured that your system is configured correctly and running as
it is supposed to.

While there are many flexible ways to configure your system, most users will go through the
following steps:

Prereqs (on page 2) | Step 1: Download (on page 3)| Step 2: Proficy Install (on page
3) | Step 3: Licensing (on page 4) | Step 4: IGS (on page 6) | Step 5: Historian (on
page 6) | Step 6: Configuration Hub (on page 6) | Step 7: Test Picture (on page 7)

After everything is installed and configured, you can begin to realize the full potential of your GE
Vernova solution!

PreReqs

Before you set up your system it is important that you ensure the computer that you want to
install everything on meets the minimum requirements. Use the links below to check the system
requirements before you proceed. Make sure you have enough disk space and memory:

• iFIX 2024 System Requirements (on page 8)

• Historian 2024 System Requirements (on page 16)

The steps that follow assume that you are installing iFIX, IGS, and Historian for the first time on
your computer.

2 | Quick Start
1. Download Your GE Vernova Software

After you receive an e-mail from GE Vernova with your product download links and activation
codes, login to the web site specified in the e-mail using the same e-mail address that the
activation codes were sent to. You will need an Internet connection to complete these steps. Use
the link below for guided details on how to obtain your product downloads from the Orders page.

Steps to download your GE Vernova software (on page 26)

2. Run the Proficy Installer

Next, install Common Components (Configuration Hub and Proficy Authentication), iFIX, Historian
and IGS using the Proficy Installer.

Be sure to write down the client ID and client secret you enter during the install, as you will
need them if you want to use Configuration Hub at another time. Be aware that only English
alphanumeric characters and the following symbols are supported in the client ID and client secret
fields: "-><~!@#$%^&*?|"

Run the Proficy Installer (on page 30)

Quick Start | 3
3. Install and Configure Licensing

After you download Proficy Common Licensing, use this executable to install the:

1. Local License Server

2. License Server Tools
3. L:icense Client

4 | Quick Start
Be sure to run the licensing installer as an Administrator. After installing the licensing components,
restart your computer.

Download your codes using the Local License Server Administration Tool. Run the License Client
to activate your entitlements. After performing these steps, confirm that all licenses appear in the
License Client. Use the link below for detailed steps.

Steps to Install and Configure Licensing (on page 40)

Quick Start | 5
4. Configure IGS for iFIX
Next you want to configure the IGS for iFIX. This includes setting both the Enable and Enable HTTP
settings to Yes in the Configuration API Service settings for the IGS. You also need to add the IGS
driver to the SCU.

1. Configure IGS Settings (on page 48)

2. Configure the IGS in the iFIX SCU (on page 49)

5. Configure Historian to iFIX Connection

After Historian is installed, it is recommended to disable the Enforce Strict Client Authentication
and Enforce Strict Collector Authentication options post in the Historian Administrator. You will
need to add the [Link] with the command line "runasdos" as a Configured Task in the
iFIX SCU. Then, after starting iFIX, configure your Historian Server in the iFIX WorkSpace.

Important:
After you install the Historian Server, open the Services panel and confirm that the
Historian Data Archiver is running. If for some reason, you do not see the Historian Data
Archiver in this list and Running, attempt to reinstall the Historian Server (without an
uninstall). If something went wrong during your install, this troubleshooting step should
fix it. The Data Archiver is an important application that needs to be running for use of the
Historian Server. You will not be able to get data in iFIX if the Historian Data Archiver is not
installed and running.

1. Temporarily Disable Strong Security in Historian (on page 54)

2. Add the Historian Collector in the iFIX SCU (on page 56)
3. Configure Historian in the iFIX WorkSpace (on page 59)

6. Configure Configuration Hub

Next, enable security in iFIX so that you can use Configuration Hub to create tags. Register
Configuration Hub using the client secret and password you entered when you ran the Proficy
Installer. Finally, in Proficy Authentication, ensure the default ch_admin user's group membership
includes the scada.ifix_shared.APPLICATION_DESIGNER group.

1. Enable Security in iFIX (on page 63)

2. Register Configuration Hub (on page 66)
3. Verify Group Membership for the Default Proficy Authentication User (on page 69)

6 | Quick Start
7. Build Your Test Picture

Start iFIX and in the iFIX WorkSpace create a picture, and insert two data links that point to the
real-time tags. Next, insert a Line MultiLine Chart to display the historian tag data for both tags.
Switch to run mode to confirm that you can view data. Click the following link for more detailed
steps:

Steps to Build a Test Picture (on page 73)

Quick Start | 7
System Requirements
iFIX 2024 System Requirements
Software Requirements

GE Vernova recommends using the latest service packs for Windows operating systems. The
minimum iFIX software requirements include:

• One of the following operating systems:

◦ Microsoft® Windows® Server 2022.
◦ Microsoft® Windows® Server 2019.
◦ Microsoft® Windows® 11 Professional or Enterprise Edition.
◦ Microsoft® Windows® 11 IoT Enterprise. Use of iFIX for IoT is further restricted by the
iFIX Terms and Conditions; please see the iFIX Terms and Conditions for details.
◦ Microsoft® Windows® 10 (64-bit) Professional, Enterprise, or Enterprise LTSC Edition
(version 21H2 or higher).
◦ Microsoft® Windows® 10 IoT Enterprise or Enterprise LTSC Edition (version 21H2
or higher). Use of iFIX for IoT is further restricted by the iFIX Terms and Conditions;
please see the iFIX Terms and Conditions for details.

Note:
Only English Windows IoT, with English regional settings, is supported with English iFIX;
other language operating systems or regional settings for Windows IoT are not supported.

Tip:
Since Microsoft Windows has continuous updates, you should run the Windows update
feature to get the latest Windows software for use with iFIX.

• Network interface software for TCP/IP network communication and certain I/O drivers.
• If you are using third-party software along with iFIX, make sure that the third-party software
is also supported for the operating system you are running iFIX on. For instance, if you are
running iFIX on Microsoft Windows Server 2022, your third-party software must also be
supported on Microsoft Windows Server 2022.
• If using iFIX and Historian on the same machine, it is highly recommended to install iFIX first.
• An I/O driver for iFIX SCADA servers. GE Vernova supplies I/O drivers for many
programmable controllers or you may purchase a driver separately.

8 | Quick Start
 Important:
Be certain that the I/O driver you purchase is compatible with your hardware and operating
system. For example, if the driver is not supported on a specific operating system, then
you cannot use this driver with iFIX running on that operating system. For more information
on iFIX supported drivers and operating systems, refer to the GE Vernova support web site
at: [Link]

• If using VisiconX and Proficy Historian, you must install the Proficy Historian OLE DB driver.
• If using the Plant Applications Dynamos in iFIX pictures, Microsoft Office 365 Pro plus
v16.0.12527.21104 or v16.0.4266.X is required.
• To run the iFIX Plug-in for Configuration Hub, the following browsers were tested:
◦ Google® Chrome
◦ Microsoft® Edge based on Chromium
◦ Mozilla® Firefox
◦ Apple® Safari (MAC OS)

Note:
Sometimes the MAC OS cannot resolve the system name. In this case, update the hosts
file. Also, you will be required to manually install the Configuration Hub root certificate on
the MAC OS.

• One of the following relational databse applications, if relational database software is used
with iFIX:
◦ Microsoft® SQL Server 2019
◦ Microsoft® SQL Server 2022
◦ Oracle® 19c
◦ Microsoft® Access 2000 (or higher). Microsoft Access is supported for local installs
only

Hardware Requirements - iFIX SCADA Server

For an iFIX SCADA server, the recommended minimum hardware requirements are:

Important:
The minimum requirements below assume that you are running a SCADA server without
additional applications (such as EDA applications) and a minimal amount of tags. If you
want to run more applications or increase your tag count, you will need to increase your
hardware support for better performance. You should scale your system based on the

Quick Start | 9
 number of tags. For Enhanced Failover, the following requirements apply to both the
primary and secondary computers.

• A 3.0 GHz Intel® Core™ i5 Processor or equivalent with 8GB of memory. For better
performance, please consider using a faster processor and more memory. When running
Proficy Authentication or Historian on the same server at the iFIX SCADA Server, we
recommend at least 16 GB of memory.

• SpeedStep® technology is not supported and must not be enabled.

• For time synchronization, the Windows Net Time and W32tm commands are both supported.
However, if using the W32tm command, be sure to use the /nowait instruction when
resynchronizing the clock. For example: W32tm /resync /nowait. The /nowait parameter
instructs the operating system to make a stepping adjustment against the time server.

Note:
With virtual machines, the host and guest operating system need to synchronize against an
external physical Network Time Protocol (NTP) Server.

• The power save settings on your computer must be disabled. Do not use any power setting
features that affect CPU clock speed. For Enhanced Failover, the power save settings on
both computers and dedicated network card (NIC) must be disabled.
• For Enhanced Failover, Gigabit-Ethernet cards (or better) are required for Data Sync
Transport communication. When using UDP, a dedicated card is required for Data Sync
Transport communication. When using TCP, one card can be used for both iFIX and Data
Sync Transport communication, although two are strongly recommended to avoid slower
updates of data and alarms on clients. When using a network card dedicated for Data Sync
Transport communication, it should be disabled as an available LAN Redundancy Path
under the Advanced section of your Network Configuration. Additionally, the card dedicated
for Data Sync Transport communication should be the only card enabled under SCADA
Configuration's Data Sync Transport Options. Network cards must be of the same speed,
and appear on the compatibility list for each card. It is strongly recommended that the cards
be of the same make and model number, and use the same drivers.
• For Enhanced Failover, when using UDP, you must use a direct connection via a Cat6
crossover cable, without going through any switches, hubs, or routers. Due to limited
bandwidth and latency, wireless networking technology should not be considered.
• For Enhanced Failover, when using UDP, the Primary and Secondary SCADA computers must
be located physically next to each other, in the same location/room.

10 | Quick Start
 • For Enhanced Failover, when using UDP, Jumbo Frames technology must be used on the
dedicated network. Jumbo Frames technology allows for an Ethernet frame of 9000 MTU for
the payload, compared to a frame of 1500 bytes without the Jumbo Frames.
• A minimum of 40 GB of free hard drive space for iFIX pictures, databases, alarm files, and
other data files, in addition to the free disk space required by the operating system for
Windows Updates. It is strongly recommended that many GBs of additional free space exist
on the hard drive to avoid performance issues.
• Be aware that iFIX alarm and historical data files grow dynamically. If you plan to perform
extensive alarm or data collection on a node, you may need more disk space on that
particular node.
• Other GE Vernova products, such as Proficy Plant Applications and Proficy Historian, impose
additional requirements. Refer to the System Requirements in the associated product's
electronic books for that product's specific system requirements.
• 100 MBit or faster Full Duplex TCP/IP-compatible network interface adapter for iFIX network
communication between SCADA and Client nodes.

Note:
iFIX does not support NetBIOS or IPv6.

• One free direct-connect USB port. Some touch screens, pointing devices, and I/O drivers
require a serial port. Additional ports for I/O hardware should be ordered with the computer.
• For Enhanced Failover, ensure that the following ports are open on your firewall: UDP port
53014 needs to open for the Sync Card and TCP 2010 needs to open for the SCADA NIC.
• SVGA or better color monitor with a 24-bit (16,777,216 colors) graphics card capable of at
least 1024x768 resolution.
• Two-button mouse or compatible pointing device (such as a touch screen) that can open a
context menu.

Hardware Requirements - iFIX iClient (View)

For iFIX client computers, the recommended minimum hardware requirements are:

• A 3.0 GHz Intel® Core™ i3 Processor or equivalent with 4GB of memory. For better
performance, please consider using a faster processor and more memory.

Note:
To use more than 4 GB of memory on a 32-bit platform you need to use Physical Address
Extension (PAE). For more information on PAE please reference: [Link]
en-us/library/windows/desktop/aa366796%28v=vs.85%[Link].

Quick Start | 11
 • SpeedStep® technology is not supported and must not be enabled.
• For time synchronization, the Windows Net Time and W32tm commands are both supported.
However, if using the W32tm command, be sure to use the /nowait instruction when
resynchronizing the clock. For example: W32tm /resync /nowait. The /nowait parameter
instructs the operating system to make a stepping adjustment against the time server.

Note:
With virtual machines, the host and guest operating system need to synchronize against an
external physical Network Time Protocol (NTP) Server.

• The power save settings on your computer must be disabled. Do not use any power setting
features that affect CPU clock speed.
• A minimum of 20 GB of free hard drive space for iFIX pictures, databases, alarm files, and
other data files, in addition to the free disk space required by the operating system for
Windows Updates. It is strongly recommended that many GBs of additional free space exist
on the hard drive to avoid performance issues.
• Be aware that iFIX alarm and historical data files grow dynamically. If you plan to perform
extensive alarm or data collection on a node, you may need more disk space on that
particular node.
• Other GE Vernova products, such as Proficy Plant Applications and Proficy Historian, impose
additional requirements. Refer to the System Requirements in the associated product's
electronic books for that product's specific system requirements.
• 100 MBit or faster Full Duplex TCP/IP-compatible network interface adapter for iFIX network
communication between SCADA and Client nodes.

Note:
iFIX does not support NetBIOS or IPv6.

• One free direct-connect USB port. Some touch screens, pointing devices, and I/O drivers
require a serial port. Additional ports for I/O hardware should be ordered with the computer.
• SVGA or better color monitor with a 24-bit (16,777,216 colors) graphics card capable of at
least 1024x768 resolution.
• Two-button mouse or compatible pointing device (such as a touch screen) that is capable of
opening a context menu.

12 | Quick Start
Wireless Devices and iFIX

It is strongly recommended that you do not run SCADA nodes on wireless devices. Running an iFIX
SCADA on a wireless device may impact performance, as some wireless protocols fall below the
recommended bandwidth requirements.

Virtual Machine Support

As part of our development testing and qualification, we make extensive use of virtualized
environments. iFIX does not target any specific hardware or virtualized platform.

GE Vernova will support the functional operation of the product that is running on a supported
Operating System in a virtualized environment and will address any functional issues related to the
software.

GE Vernova cannot guarantee performance of the software in the virtualized environment due to
the wide range of parameters associated to the hardware, configuration, memory settings, third-
party software, and the number of virtual sessions running on the same hardware, all of which can
affect performance.

It is the responsibility of you, the customer, to ensure that the performance of the GE Vernova HMI/
SCADA software and application are adequate to meet the needs of their runtime environment. GE
Vernova does not support issues related to functionality that is not available as a result of running
in a virtual machine. Examples include the functionality of card level drivers such as Genius, RMX,
SA85 and functions requiring direct video access, or functionality of other software running in the
same environment. It is your responsibility to check with the vendor of those applications for their
ability to run in a virtualized environment.

Each virtual machine instance that is using our software is required to have a valid license. The
licensing in a virtualized environment will depend on the access to a hardware key or a license
server depending on the selected license type.

Remote Desktop (Terminal Server) Support

The following Remote Desktop Client configurations were tested with iFIX:

Note:
Remote Desktop Services should only be used for Remote Desktop (Terminal Server Client)
Connections to run iFIX in a remote desktop client session. Microsoft’s Remote Desktop
Connection is not supported for installing software. If you need to install software, use
tools such as Team Viewer, VNC, or vSphere Web Client software.

Quick Start | 13
 • Microsoft Windows 10: Remote Desktop Connection Version 10.0.19041 – Remote Desktop
Protocol 10.8
• Microsoft Windows 11: Remote Desktop Connection Version 10.0.22621 – Remote Desktop
Protocol 10.11
• Microsoft Windows Server 2019: Remote Desktop Connection Version 10.0.17763 – Remote
Desktop Protocol 10.6
• Microsoft Windows Server 2022: Remote Desktop Connection Version 10.0.20348 – Remote
Desktop Protocol 10.9

Compatibility with other Proficy Products

Several GE products work with iFIX. The following is a general set of versions tested to work with
the iFIX 2023 product:

Product Required Version

Batch Exe­ 5.6.

cution

CIMPLICITY 2023, 2024

Note:
iFIX continues to support accessing CIMPLCITY data through OPC DA and
OPC Alarms and Event.

Configura­ 2024
tion Hub

Proficy Au­ 2024

thentication

Operations 2023.1, 2024

Hub

Historian
2023, 2024

Note:
If you are using VisiconX with Historian, you must install the Historian OLE
DB driver.

14 | Quick Start
 Product Required Version

MQTT 2023, 2024

OPCUA
Translator

Plant Appli­ 2022, 2023

cations Dy­
namos

Task List 2.6 SP1, with latest SIM

Workflow 2.6 SP1, with latest SIM

Webspace
6.0, 6.2/2024

Note:
When configured for WebSpace, none of the iFIX SCUs on the WebSpace
Server should be configured to start iFIX as service, as this is an unsup­
ported configuration.

Win911 4.20.10

DreamRe­ 2024
port

IGS 7.614 or later

Note:
For a list of supported operating systems, refer to IGS article id 000004780
on [Link] with the latest downloads and informa­
tion on the IGS driver.

Note:
For information on product compatibility with critical Microsoft security patches, go to the
GE Vernova support web site:

[Link]
Compatibility-with-Critical-Microsoft-Security-Patches

You will need a customer login to access this page.

Quick Start | 15
 Steps to Download Your GE Vernova Software (on page 26)

(on page 16)

Historian 2024 System Requirements

Software Requirements

Operating System

Historian requires one of the following operating systems, with latest service packs or revisions:

• Microsoft® Windows® Server 2022 (64-bit)

• Microsoft® Windows® Server 2019 (64-bit)
• Microsoft® Windows® Server 2016 (64-bit)
• Microsoft® Windows® 11 (64-bit)
• Microsoft® Windows® 10 (64-bit), Professional ,or Enterprise Edition

Note:
The Historian server runs on a 64-bit Windows operating system only. Historian 7.2 32-
bit components such as Collectors, Excel Add-in 32-bit, Interactive SQL 32-bit, APIs, and
Non-Web Administrator work as 32-bit applications on 64-bit Windows operating systems
using WoW64 mode (Windows-on-Windows 64-bit). However, you can read and write data
from a 64-bit Historian Server. If you use Historian 6.0 or later on Windows Server 2008 R2,
you must go for a Full Installation and not Core Installation of Windows.

Network Interface Software

• The TCP/IP network protocol is required

Microsoft®.NET Core or .NET Framework

Historian requires the following .NET frameworks:To install the framework, you must configure your
proxy server for internet access.

16 | Quick Start
 • Microsoft®.NET Core Framework 3.1: This is required if you want to use the new Client
Access API.
• Microsoft®.NET Framework 4.8: This is required on the machine on which you will install the
Excel Add-in for Operations Hub. In addition, this is required for Historian collectors.
• Microsoft®.NET Framework 4.6.1: This is required for all the other Historian components.
You can install it manually, or you will be prompted to download and install it while installing
Historian.

Note:
If your machine is Firewall/proxy-enabled, Microsoft .NET Framework may not be installed
automatically. In that case, before installing Historian, you must install Microsoft .NET
Framework manually (if it is not available).

Microsoft® SQL Server®

Historian requires one of the following 32-bit or 64-bit Microsoft® SQL Server® SQL server
systems to configure archiving for alarms and events or to use Historian as a linked server:

• Microsoft® SQL Server® 2022

• Microsoft® SQL Server® 2019
• Microsoft® SQL Server® 2017

Note:
The collation for your alarms and events database must match the collation of your SQL
Server. This happens automatically by default unless the alarms and events database is
moved to another SQL server.

Browser

You can access the Web Admin console and Trend Client using the following browsers:

• Firefox version 46 or later

• Google Chrome version 92 or later

To access Configuration Hub, use Google Chrome only.

Screen Resolution

You can access Configuration Hub, the Web Admin console, and Trend Client using the following
screen resolutions:

Quick Start | 17
 • 1280 x 1024
• 1366 x 768

Microsoft Excel

The Excel Addin for Historian or the Excel Addin for Operations Hub requires any of the following
versions of Excel:

• Microsoft® Excel® 2021 (32 & 64 bit)

• Microsoft® Excel® 2019 (32 & 64 bit)
• Microsoft® Excel® 2016 (32 & 64 bit)
• Microsoft® Excel® 2013 (32 & 64 bit)

Web Server

The web server requires the following applications:

• Microsoft®.NET Framework 4.6.1

• Historian Client Tools 7.0 or later
• OLE DB, User API, and Historian Client Access Assembly

Hardware Requirements
Standard Historian Server

Hard­
Enterprise Histori­
ware Com­ Standard Historian
an, Data Mirroring
ponent

RAM 8 GB 16 GB or 32 GB (recom­
mended)

Disk size 80 GB free hard-drive space 250 GB (minimum)

Processor Intel Core i3 or i5 or i7 CPU or an equivalent AMD Intel Core i5, i7 family, or
type Phenom CPU equivalent

CPU Dual/Quad cores

CPU speed 2.4 GHz 2.8 GHz

Recom­ 2.4 GHz 2.8 GHz

mended
CPU clock

18 | Quick Start
 Hard­
Enterprise Histori­
ware Com­ Standard Historian
an, Data Mirroring
ponent

Storage SAS SSD with RAID Level 0

type configured

Operating
system • Microsoft® Windows®
Server 2019 (64-bit)
• Microsoft® Windows®
Server 2016 (64-bit)
• Microsoft® Windows®
Server 2012 R2 (64-
bit)
• Microsoft® Windows®
10 IoT (32-bit or 64-
bit)
• Microsoft® Windows®
10 (32-bit or 64-bit)
• Microsoft® Windows®
8.1 Professional (32-
bit or 64-bit)

Tags Up to 50,000

Years of 1 year
data online

Other re­
quirements • A DVD-ROM drive.
• 100 Mbps TCP/IP-compatible network inter­
face adapter for network communication and
certain I/O drivers.

The size of a Historian server is determined by:

• The number of tags from which data is collected. The number of tags is an indicator of
the number of concurrent users likely to access the system. The primary factor is server
memory requirements; CPU load is a secondary factor. If the number of concurrent users is
significantly different from the suggested guidelines, adjust server memory size accordingly.

Quick Start | 19
 • The rate of alarms and events collection.
• The frequency of data collection.
• The amount of data you want to keep online.

The following table provides the recommended hardware components for a Historian server with
the Standard license based on the number of tags that you want to use. These recommendations
may vary based on years of data online, update rate, data compression setting, and other tag
configuration parameters.

100,000 to 1,000,000 to 2,000,000

Hardware Less than 10,000 to
1,000,000 2,000,000 to 5,000,000
Component 10,000 tags 50,000 tags
tags tags tags

RAM (GB) 8/16 (recom­ 16 or 32 16 or 32 16 or 32 32 or 64

mended for
a single node
setup)

Disk size (GB) 100 or 250 250 250 500 500

Processor Intel Core i5, Intel Core i5, Intel Xeon (56xx, E5 family or AMD Opteron
type i7 family, or i7 family, or 42xx/62xx family)
equivalent equivalent

CPU Dual/Quad Dual/Quad Dual/Quad 2-socket 2-socket or 4-

core core core socket

CPU speed 2.8 2.8 2.8 2.6 2.6

(GHz)

CPU clock 2.8 2.8 2.8 2.6 2.6

speed (GHz)

Storage type SAS SSD with SAS SSD with Direct-attached or shared stor­ High-speed
RAID Level 0 RAID Level 0 age with SAS enterprise class shared stor­
configured configured drives. Hardware RAID con­ age with SAS
troller with cache memory. or SSD drive
SAN recommended over NAS. types. Hard­
ware RAID
controller with
cache mem­
ory. SAN rec­
ommended
over NAS.

20 | Quick Start
 100,000 to 1,000,000 to 2,000,000
Hardware Less than 10,000 to
1,000,000 2,000,000 to 5,000,000
Component 10,000 tags 50,000 tags
tags tags tags

Years of data 1 1 1 1 1
online

Note:

• The Historian server runs only on 64-bit versions of Windows.

• When possible, for performance reasons, consider using computers with multiple
disk drives so that archives and buffers can be given their own drive. Or, multiple
data stores can each have their own drive.
• Sustained event rate is 60-100 million samples per minute.
• Historian supports Intel Core i3, i5, i7 Duo based processors as long as they are
compatible with the operating system.
• Historian does not support Titanium processors.

System performance may vary depending on the hardware specifications, operating system, and
tuning parameters. The following table provides sample hardware specifications for medium-sized
and large-sized servers.

Hardware Component For a Medium-sized Server For a Large-sized Server

Processor type Intel Xeon 5540 Intel Xeon E5-2670 or E5-4650

CPU Dual socket Dual socket or quad socket

CPU speed (GHz) 2.5 2.7

RAM (GB) 64 256

The following table provides sample hardware specifications for collectors.

Hardware Component Recommendation

RAM (GB) 8

Disk size (GB) 80

Historian collectors 32-bit or 64-bit

Quick Start | 21
 Hardware Component Recommendation

Note:
GE Data Collector for Wonderware sup­
port only 64-bit

Note:

• Historian Collectors work as 32-bit applications on a 64-bit Windows operating

systems using WoW64 mode (Windows-on-Windows 64-bit). However, you can read
and write data from a 64-bit Historian Server.
• RAM and Disk Size required may vary based on the collectors available on the
system.
• Recommended number of tags per collector is 20 to 30K.
• For iFIX systems, count each [Link] (NTF) as a separate tag when
you determine the size of the system. For example, FIX.FIC101.F_CV and
FIX.FIC101.B_CUALM (current alarm) both count as tags, even though they are
derived from the same iFIX tag.

Microsoft Windows Server

Many desktop-class computers are not certified to run Windows. Check the Microsoft website
and your computer hardware vendor website for possible conflicts between your hardware and
Windows server. These specifications are sufficient to meet the needs of a small pilot application.
However, production system requirements may be significantly different depending on many
application-specific factors. Please contact your product manager to review the requirements of
your application.

Table 1. Microsoft Cluster Service

Hardware Component Requirement

CPU speed, processor type, and RAM 2.6 GHz clock-speed Intel Core i3 or i5 or i7
CPU or Xeon or equivalent AMD Opteron CPU
with minimum 8 GB RAM.

Disk size 80 GB free hard-drive space and a 40 GB

shared SCSI hard drive (RAID preferred).

22 | Quick Start
Table 1. Microsoft Cluster Service (continued)
Hardware Component Requirement

Other requirements Two 100Mbit TCP/IP-compatible network inter­

face adapters for network communication and
certain I/O drivers (one for public network, an­
other for private network).

Note:
The configuration of each server added to the cluster must be identical to the other
servers in the cluster.

Table 2. Data Mirroring and Redundancy Service

Hardware Component Requirement

Operating System 64-bit Windows operating system

RAM (GB) Minimum 8 GB RAM

Note:
If using a single-node setup, 32 GB are
recommended.

Processor type Dual-core processor

Ensure that you are using the same hardware requirement for the mirror node as well.

Network Speed

For a large Configuration Hub setup, it is recommended that the network speed is 1 GBPS.

Note:

• If you are using a single node setup, then it is recommended to use 32 GB RAM.
• Ensure that you are using the same hardware requirement for the mirror node as
well.
• You must have a minimum of 10 GB free space available for the data archiver to start.
• Many desktop-class computers are not certified to run Windows server. Check
the Microsoft website and your computer hardware vendor website for possible
conflicts between your hardware and Windows server. These specifications are

Quick Start | 23
 sufficient to meet the needs of a small pilot application. However, production system
requirements may be significantly different depending on many application-specific
factors. Please contact your product manager to review the requirements of your
application.

Compatibility with Other Products

Several GE products work with Historian. The following is a general set of required versions to work
with Historian.

Important:
If you want to enable the Strict Authentication feature in Historian 7.2, be aware that
you will need to apply the latest SIMs that support this feature for all Proficy clients that
connect to the Archiver, including the ones listed in this table. In addition, there may be
SIMS to allow pre-5.0 collectors and client applications such as Excel Add-In to connect.
Refer to the SIM download page for updates for Historian and other Proficy products.

Support­
Product
ed Version

CIMPLICITY 2022, 2023, 2024

iFIX 2022, 2023, 2024

Plant Applications 2022, 2023

Workflow 2.6 SP2

Operations Hub 2023.1, 2024

Configuration Hub 2024

Proficy Authentica­ 2024

tion

DreamReport 2023 Patch 1

* For customers using iFIX, there was a change in the HKEY_CURRENT_USER registry values for
WebSpace and it will no longer work with the existing SIM. Ensure that you get the latest iFIX SIMs.
The following article provides additional instructions: [Link]
Article/iFIX-Webspace-Strict-Historian-Authentication

24 | Quick Start
** For Plant Apps customers using the ‘Historian Type = ‘GE Proficy – Historian 3.0’ to connect
to Historian 7.2, both the Enabled and Disabled options for Enforce Strict Client Authentication
selection are supported.

** For Plant Apps customers using the ‘Historian Type = ‘GE Proficy – Historian’ to connect to
Proficy Historian 7.2, only the Disabled option for Enforce Strict Client Authentication selection is
supported.

In Historian 5.0, the Historian HKEY_CURRENT_USER registry key values were changed. The
programs accessing the server collection through the SDK are unaffected. Any program or script
that directly accesses the registry keys or any Terminal Server login scripts that try to configure
a list of servers by importing registry keys directly will no longer work. Such programs need to
access the server collection via SDK calls, not directly.

Historian REST APIs are required to integrate between Historian and Operations Hub. Historian
REST APIs are installed automatically when you install Historian Web-based Clients.

Steps to Download Your GE Vernova Software (on page 26)

(on page 26)

Quick Start | 25
1. Download
Steps to Download Your GE Vernova Software
Sample Email

After you receive an email from GE Vernova with your activation codes, similar to the one below,
you can download the required product installs. You will need to download: the Proficy Installer
and Common Licensing. Use the steps that follow to accomplish this task. You will need an Internet
connection to proceed.

Note:
If you do not have your email, you can also go to[Link] and click
Orders to log in and access your downloads.

26 | Quick Start
Download the Proficy Installer

Quick Start | 27
 1. Click the link in the email from GE Vernova to access the web site.
2. Login using the same e-mail address that the activation codes were sent to.
3. On the welcome screen, click the Customer Account menu and select Software Order
Download. This will open the the Software Order Download page, with your Product List
displaying. All of the products that you purchased appear in this product list.
4. From the Product List on the Software Order Download page, select the Proficy HMI/
SCADA - iFIX link. The Product Information page appears.
5. Select the product version you want to install. The Software Terms and Conditions screen
appears.
6. Click I Agree to continue.
7. Using iFIX 2024 as an example, click GE_iFIX_v2024_English_Proficy_Installer.iso to
download the ISO for the integrated install.

Note:
This download is larger than your normal download because it includes several
product installs in one. Be aware that it may take a longer time to download than
your standard, single product installer.

8. Next, select the Common Licensing executable (for example:

CommonLicensing_v20_7_2423_0.exe, or whatever version of Proficy common licensing

28 | Quick Start
appears here) to start the licensing [Link] will need this license install so that you
have all the parts of licensing to administrate it all from the same computer.

Note:
Be aware that the file name on the licensing download may change depending on
the latest version number.

(on page 30)

Quick Start | 29
2. Run the Proficy Installer
Steps to Run the Proficy Installer
The Proficy Installer can drastically cut your install time when installing multiple GE Vernova
products. Use the following steps to install iFIX, Historian, the IGS driver, and the common
components Configuration Hub and Proficy Authentication.

Steps to Install

1. Log in to Windows with Administrator privileges. You must be an Administrator to install

these products.
2. Double-click the GE_iFIX_v2024 _Proficy_Installer.iso file to open the install media.
3. From the install media, launch the installation by double-clicking the [Link] file. A
message may appear with a security warning. If it does, select Yes to proceed. The
installer's welcome screen appears.

30 | Quick Start
4. Click Common Components.
5. Leave the defaults, and click Start. The Review License Agreement screen appears.

6. Click Accept to continue with the install. The Install Location screen appears.

Quick Start | 31
 7. Leave the default, and wait to confirm that no port conflicts are found.
8. Click Next. The Credentials screen appears.

9. For Configuration Hub, enter a Client ID and Client Secret.

32 | Quick Start
 Note:
Be sure to save the information you enter here, as you will need it later; if you lose
this information, you will need to reinstall common components later to set it up
again.

10. For Proficy Authentication, enter a Client ID and Client Secret. Optionally, you can choose to
use the same credentials as Configuration Hub with the checkbox provided.

Note:
Be sure to save the information you enter here too, as you will need it later; if you
lose this information, you will need to reinstall the Common Components later to set
it up again.

11. Click Next to continue. The Start Install screen appears.

The Silent Install option is selected by default and is recommended for most users. The
Interactive Install option is provided for advanced users who want to customize their install.
Interactive Install is not available when upgrading.

12. Click Start to continue installing the Common Components. When the install is finished, the
Install Complete screen appears.

Quick Start | 33
 13. Click Close. A final message appears asking whether you want to restart your computer or
install more products.

14. Click Install More Products to install the Scada Standalone Server. The installer's Welcome
screen appears again.

34 | Quick Start
15. If not already selected, click SCADA Standalone Server, which includes the SCADA, IGS,
Productivity Tools, Historian Collectors, and Historian Server installs.
16. Click Start. The Review License Agreement screen appears.

17. Click Accept to continue with the install. The Install Location screen appears.

Quick Start | 35
 18. Leave the defaults, and wait to confirm that no port conflicts are found.
19. Click Next. The Registration with Configuration Hub screen appears.

At this point, you have two options to proceed.

36 | Quick Start
 ◦ If you have installed Configuration Hub and Proficy Authentication, enter the Base
URL, Admin Client ID and Admin Client Secret for each. (Later, when you reboot your
machine and log into Configuration Hub, the iFIX plug-in will appear in the Navigation
pane, ready for use.) If the certificate icons are either red or blue for Configuration
Hub or Proficy Authentication, click the icons to trust the certificate(s). When the
Certificate Details dialog box appears, click Trust. Click Validate.

Note:
If you used the same credentials for both Configuration Hub and Proficy
Authentication during installation, select the Use Configuration Hub
Authentication Credentials check box in the Proficy Authentication section.

◦ If you have not installed Configuration Hub and Proficy Authentication, click the
check box to skip this step and continue the installation. You will have to use the
Node Manager Configuration utility to register iFIX with Configuration Hub later, after
installing both Configuration Hub and Proficy Authentication. See Configuration Hub
Registration. Click Next.
20. The Historian Details screen appears.

21. Leave the defaults.

22. Click Next. The Start Install screen appears.

Quick Start | 37
 23. Click Start to continue the install. The actual installation of products now begins.
24. Wait as the install progresses. When finished, the Install Complete screen appears.

25. Click Close. A message box appears asking whether you want to restart your computer or
install more products.

38 | Quick Start
26. Click Reboot Now to complete the installation and restart your computer.

27. As your computer restarts, wait for all processes related to the install to finish running before
you start any applications. You will see on screen prompts as the install completes.

(on page 40)

Quick Start | 39
3. Install and Configure GE Vernova Licensing
Steps to Install and Configure Licensing
Overview of License Install and Configuration

Use the following steps to install and configure licensing on the same server that you plan to use
with your Proficy applications.

1. Install the Local License Server (on page 40).

2. Install the License Server Tools (on page 41).
3. Install the License Client (on page 43).
4. Download the License Codes on the Server (on page 45).
5. Activate Your Entitlement on the License Client (on page 46).
6. Confirm the License Client Displays Licenses (on page 47).

Important:
When you run the installs, you must be logged in as an Administrator. Also, be sure
to right-click the installer .exe file, and select Run as Administrator.

Install the Local License Server

40 | Quick Start
 1. Confirm that you are logged in as an Administrator.
2. Browse to the folder where you downloaded the installers.
3. Open the License folder.
4. Right-click the [Link] file, and select Run as Administrator.
5. Wait as the install launches. This may take a few moments, and may require some pre-reqs
to finish installing. At the end of the install the following screen appears.

6. Select the I would like to create a shortcut on my Desktop option.

7. Click Finish to complete the install.

Install the License Server Tools

Quick Start | 41
 1. From the Common Licensing install screen, click the Install License Server Tools link.
2. Wait as the install launches. This may take a few moments, and may require some pre-reqs
to install. The welcome screen appears.

3. Click Next. The License Agreement appears.

4. Select I accept the terms of this license agreement and click Next to continue. The Ready
to Install screen appears.
5. Click Install. When the install completes, the Installation Wizard Complete screen appears.

42 | Quick Start
 6. Select the I would like to create a shortcut on my Desktop option.
7. Click Finish to complete the install.

Install the License Client

1. Go back to the Common Licensing install screen, and click the Install License Client link.
2. Wait as the install launches. This may take a few moments, and may require some pre-reqs
to install. The following screen appears.

Quick Start | 43
 3. Click Next. The License Agreement appears.
4. Select I accept the terms of this license agreement and click Next to continue.
5. If a message to install USB HASP Drivers appears, leave the default (selected), and click
Next. Otherwise, the Ready to Install screen appears.
6. Click Install. When the install completes, the Installation Wizard Complete screen appears.

7. Select the I would like to create a shortcut on my Desktop option.

8. Click Finish.

44 | Quick Start
Download the License Codes on the Server

1. From the Windows Services console, confirm that the License Server is running.

2. On the Start menu, go to General Electric and then Local License Server Administration. A
message appears asking if you want to make changes to this device.
3. Click Yes to continue. The License Local License Server Administration screen appears, as
shown in the following figure.

4. Click Add Licenses.

5. Enter your first activation code, and then click Add Code.
6. Repeat the previous step for each license you have.
7. Click Activate. The Licenses screen should now display all the licenses activated on the
server.

Quick Start | 45
Activate Your Entitlement on the License Client

1. On the Start menu, go to General Electric and then License Client. A message appears
asking if you want to make changes to this device.
2. Click Yes to continue. The License Client screen appears.

3. Since you have the Licensing Server already installed on the same machine, click option 2,
the Yes, for this computer from a local license server option. The Lease Licenses screen
appears.

4. Select the Historian, iFIX, and IGS licenses you want to activate, and then click Activate.

46 | Quick Start
Confirm the License Client Displays Licenses

1. From the License Client, click the View Licenses tab. The licenses for the selected server
appears, similar to the screen below.

In the Licensed Products area, click Drivers, Historian, or iFIX to view the license
information.
2. Confirm that your license information appears correctly for each product you activated.
3. Close the application when you are complete.

(on page 48)

Quick Start | 47
4. Configure IGS for iFIX
Steps to Configure IGS for iFIX
Configure IGS Settings

1. On the Windows Desktop, open the system tray in the lower right-hand corner of the
Desktop, and right-click the IGS icon.

2. From the menu, that appears click Settings.

48 | Quick Start
 3. On the Settings dialog box that appears, click the Configuration API Service tab.
4. Select Yes for both Enable and Enable HTTP fields, and then click OK.

Configure the IGS in the iFIX SCU

Quick Start | 49
 1. On the Windows Desktop, double-click the iFIX icon to start iFIX. The iFIX Startup dialog
box appears.

2. Select the SCU (System Configuration Utility) option. The SCU appears.

50 | Quick Start
3. On the Configure menu, select SCADA.

The SCADA Configuration dialog box appears.

Quick Start | 51
 4. In the I/O Driver Name field, click the browse (…) button. The available driver dialog box
appears.

5. Select the IGS - Industrial Gateway Server [Link] driver, and click OK.
6. Click Add to add the driver.

52 | Quick Start
 7. Click OK. If you did not already create a database, a message appears that the database
named “DATABASE” does not currently exist.
8. Click Yes to continue.
9. On the File menu, click Save to save the SCU file.
10. On the File menu, click Exit to close the SCU file.

(on page 54)

Quick Start | 53
5. Configure Historian to iFIX Connection
Steps to Configure the Historian to iFIX Connection
Temporarily Disable Strong Security in Historian

54 | Quick Start
1. From the Start menu, select Historian Administrator.

2. After the Historian Administrator appears, click the DataStores link.

Quick Start | 55
 3. Click the Security tab.
4. Select Disabled for both the Enforce Strict Client Authentication and Enforce Strict
Collector Authentication options, as shown in the previous figure.

Note:
Disabling these features makes it easier during initial setup and testing. You can later
enable these features again should you want enhanced security.

5. Click Update to apply the settings.

Add the Historian Collector in the iFIX SCU

56 | Quick Start
1. On the Windows Desktop, double-click the iFIX icon to start iFIX. The iFIX Startup dialog box
appears.

2. Select the SCU (System Configuration Utility) option. The SCU appears.

Quick Start | 57
 3. On the Configure menu, select Tasks.

The Task Configuration dialog box appears.

58 | Quick Start
 4. Next to the Filename field, click the browse (…) button. A Select Files window appears.
5. Select the [Link] file from the iFIX folder (by default: C:\Program Files
(x86)\Proficy\iFIX).
6. In the Command Line field, enter the following command:
RUNASDOS

Important:
The RUNASDOS command line can be used only if iFIX is installed on the same
computer as Historian.

Note:
If Historian was on a different computer than iFIX, you would need to use the
NOSERVICE REG=CollectorName command line instead (where collector name would
default to MachineName_iFIX). Since we are not installing on different computers
here, you do not need to use the NOSERVICE REG command line in this instance.

7. Click Add.
8. Click OK.
9. Save the SCU settings, and then close the SCU app.

Configure Historian in the iFIX WorkSpace

Quick Start | 59
 1. From the iFIX Startup dialog box, select iFIX to start iFIX. The iFIX WorkSpace should start
automatically, by default.

2. From the iFIX WorkSpace, click the Administration tab and locate the Configure Historian
area.

60 | Quick Start
3. From the Configure Historian drop-down menu, select the Configure Historian Server
option. The Configure Historian Server dialog box appears.

4. Be sure that your Historian Server appears in the list, and that it is set as the Default.
5. Click the Get Collectors button to get the iFIX Collector.
6. Select the iFIX Collector name (Blue_iFIX in the following example), and then click Set
Default to set the selected collector as the default collector.

Quick Start | 61
 7. Close the Configure Proficy Historian Server(s) dialog box.
8. Restart the iFIX WorkSpace.

(on page 63)

62 | Quick Start
6. Configure Configuration Hub
Steps to Configure Configuration Hub
Overview

After you configure IGS and Historian, use the following steps to set up Configuration Hub so you
can easilly add test tags to the iFIX database. Be sure that you restarted the iFIX WorkSpace after
the last set of steps, then you can proceed to:

1. Enable Security in iFIX (on page 63)

2. Register Configuration Hub (on page 66)
3. Verify Group Membership for the Default Proficy Authentication User (on page 69)

Enable Security in iFIX

To enable security in iFIX, follow these steps:

Quick Start | 63
 1. From the iFIX WorkSpace ribbon, on the Applications tab, in the System & Security group,
click Security, and then click Security Configuration Utility.

The Security Configuration application appears.

2. On the Edit menu, click Configuration. The Configuration dialog box appears.
3. Select Enabled.

64 | Quick Start
4. Click OK. You will notice the padlock on screen displays as locked.

5. On the File Menu, select Exit. You will be prompted to save the security changes.

6. Click Yes. A message appears requesting that you login.

7. Click OK. The Login dialog box appears.

Quick Start | 65
 8. Enter the default user name and password (admin/admin) for iFIX .

Note:
You will want to change this password at a later date after you determine your
security strategy.

9. Click Login. After a successful login, two more message boxes appear.

10. Click OK.

Register Configuration Hub

To register iFIX with Configuration Hub:

66 | Quick Start
1. Use the desktop icon to run the Node Manager Configuration utility with Administrator
privileges. The Node Manager Configuration dialog appears.

2. In the Proficy Authentication field, enter the Host Name of the Proficy Authentication
server. Edit the value in the Port field if necessary. Enter the Client ID and Client Secret.

3. Click the certificate icon to trust the certificate.

4. Click Configure.
5. Log into Configuration Hub to add the Node Manager.
6. Expand the Administration menu in the Navigation pane.
7. Click Node Manager. The Node Manager-Administration pane will open.
8. Click the Add Node Manager icon in the Node Manager-Administration pane. The Add
Node Manager dialog will appear.

Quick Start | 67
 9. Enter the Host Name, Display Name and Port.
10. Click the Not Trusted link beside the certificate icon. The Certificate Details dialog will
appear.
11. Click Trust.
12. Click Add. The iFIX plug-in will appear under the node manager, but not in the navigation
panel.

13. Click to open the Register Plug-in Dialog.

68 | Quick Start
 14. Click Register. The iFIX plug-in will now appear in the navigation panel. Refresh the browser.

Verify Group Membership for the Default Proficy Authentication User

You must use a Proficy Authentication user to login to Configuration Hub. You will need to
configure group membership on this user. The default user is ch_admin and the default password is
your client secret entered at install.

Quick Start | 69
 1. From the iFIX WorkSpace, click the Applications tab, and then Configuration Hub.

The Chrome browser should open with the Welcome screen displayed, as shown in the
following figure.

2. For the user name, enter ch_admin and then the password you entered for the client secret
for the Proficy Authentication user when you installed the Common Components with the
integrated Proficy installer.
3. Click Sign in. Configuration Hub appears.

4. In the Navigation pane, click Security and then click Users to view the ch_admin user.

70 | Quick Start
5. For the selected ch_admin user, in the Details pane, click the Group Membership icon.

6. To allow for access to Configuration Hub, be sure that the ch_admin user is a member of the
following groups:

Quick Start | 71
 ◦ scada.ifix_shared.IFIX_PROFICY_AUTH_ADMIN
◦ [Link]

Note:
Logged-in users cannot change their group memberships. If the ch_admin user
needs to be added to any of these groups, another administrative user must be used
to make the change(s).

7. Optionally, you can apply or revoke other group memberships.

8. Click Apply.
9. Close and restart your web browser.

(on page 73)

72 | Quick Start
7. Build a Test Picture
Steps to Build a Test Picture
Overview

Use the steps below to create two data links in Configuration Hub that point to the following tags
that contain simulation data from the IGS driver:

• A DI tag named [Link].PUMP_STAT.A_CV, associated with the Simulation

[Link].User3 I/O address.
• An AI tag named [Link].PUMP_SPEED.F_CV, associated with the Simulation
[Link].User2 I/O address.

After you create the tags in Configuration Hub, you can create your picture in the iFIX WorkSpace.
We will insert two real-time data links into that picture, along with a trend chart to display the
historical data for one of the tags. Then, we will put the picture in run mode to view simulated data.

Create Two Tags in Configuration Hub (on page 73)

Add Two Datalinks to a Test Picture in the iFIX WorkSpace (on page 78)

Add a Trend Chart to a Test Picture in the iFIX WorkSpace (on page 80)

Create Two Tags in Configuration Hub

Quick Start | 73
To create two test tags in Configuration Hub, follow these steps:

1. Open Configuration Hub: from the iFIX WorkSpace, click the Applications tab, and then
Configuration Hub.

The Chrome browser should open with the Welcome screen displayed, as shown in the
following figure.

74 | Quick Start
2. In the user name field, enter ch_admin and then the password you entered for the client
secret for the Proficy Authentication user when you installed the Common Components with
the integrated Proficy installer.
3. Click Sign in. Configuration Hub screen appears.

4. In the Navigation pane, select iFIX and then Database.

5. Click the New button to add a new tag.

6. For the name, enter PUMP_STAT, and for the Tag Type select DI - Digital Input.

Quick Start | 75
 7. Click Create.
8. With PUMP_STAT selected, on the Details pane, set the I/O Driver to IGS and the I/O Driver
Address to Simulation [Link].User3.

9. Click Save to save your database changes.

10. With PUMP_STAT still selected, in the Limits and Scaling details, set Open Tag to STOPPED
and Close Tag to RUNNING.

11. With PUMP_STAT still selected, in the Historian details, set Collect to YES.

12. Click Save to save your database changes.

13. Click the New button again to add the second new tag.

14. For the name, enter PUMP_SPEED, and for the Tag Type select AI - Analog Input.

76 | Quick Start
15. Click Create.
16. With PUMP_SPEED selected, on the Details pane, set the I/O Driver to IGS and the I/O Driver
Address to Simulation [Link].User2.

17. Click Save to save your database changes.

18. With PUMP_SPEED still selected, in the Historian details, set Collect to YES.

19. Click Save to save your database changes.

20. In the Navigation pane, click the vertical ellipsis beside DefaultProject.
21. Click Publish to send your local changes to the iFIX database.

Quick Start | 77
 The Publish dialog box appears.

22. Click the Publish button. A message box appears when the publishing completes.

23. Click Done. Now, you will be able to add these tags into an actual iFIX picture.

Add Two Datalinks to a Test Picture in the iFIX WorkSpace

78 | Quick Start
The following steps describe how to add two Datalinks to a new picture in the WorkSpace so that
you can test your IGS connections.

1. With the default picture open in the iFIX WorkSpace, select Insert, Object/Links, and then
Datalink Stamper.

2. The Datalink dialog box appears, as shown in the following figure.

3. In the Source field, enter [Link].PUMP_STAT.A_CV, and click OK.

Quick Start | 79
 4. Click the Datalink Stamper in the position where you want the datalink to appear.
5. Repeat steps 2-4, entering [Link].PUMP_SPEED.F_CV in the Source field, and click OK.

Add a Trend Chart to a Test Picture in the iFIX WorkSpace

The following steps describe how to add a Line Multiline chart to a new picture in the WorkSpace
so that you can test your Historian connection.

1. To insert a trend chart with a historical tag, from the iFIX WorkSpace, click the Insert tab.

2. Select Line Multiline Chart. The cursor again turns into a cross-hair.
3. Draw a rectangle where you want the chart to appear in the picture.
4. Double-click the chart. The Line Chart Customization dialog box appears.

80 | Quick Start
5. On the General tab, set the Duration Time to 10 minutes.

Tip:
If you want to see the line move on the chart when the picture appears in the
run mode, try changing the Historical Update Rate to 5 seconds, for example.
Otherwise, be aware that the chart will appear as a snapshot in time.

6. Click the Data Sources tab.

7. In the Data Sources area, click the button to add a data source.

Quick Start | 81
 8. Next, click the browse (…) button to open the Expression Builder.
9. From the Expression Builder, click the Historian tab. If it does not show up, click the drop-
down in the far right of the tab areas and select Historian there.

82 | Quick Start
10. From the Servers drop-down list, select the Historian server name.
11. Select the PUMP_SPEED.F_CV tag and then click OK.

Quick Start | 83
 You will return to the Data Sources tab on Line Chart Customization dialog box, with the
historical data source you just selected, appearing in the list.

12. With the data source selected, press Enter. (This releases the focus so that fields on the
Time tab can be edited.)
13. On the Data Sources tab, click the Time tab.
14. In the Start Time area, change the Duration Before Now to 10 minutes.

84 | Quick Start
15. Click OK to return to the iFIX picture.
16. Press Ctrl+S to save your picture. From the dialog box that appears, provide a name for the
picture and then click Save.
17. On the Home tab, click Switch to run to confirm that you can view the real-time and
historical data with changing values.

Tip:
Ctrl+W toggles between Configure and Run mode.

The following example shows a picture in run mode with changing values.

Quick Start | 85
 Congratulations, you completed your quick start!

86 | Quick Start