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Solving Automation Reporting Problems with Dream Report

Solving Automation Reporting Problems with Dream Report. Renee Sikes Applications Engineer Dream Report Brand Manager. Agenda. Challenges in automation reporting How Dream Report meets these challenges Real examples of Dream Report in use: Energy Consumption Management

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Solving Automation Reporting Problems with Dream Report

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  1. Solving Automation Reporting Problems with Dream Report Renee Sikes Applications Engineer Dream Report Brand Manager

  2. Agenda • Challenges in automation reporting • How Dream Report meets these challenges • Real examples of Dream Report in use: • Energy Consumption Management • OEE and Performance • Preventative Maintenance Reports • Sales information • Q&A

  3. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  4. Agenda • Challenges in automation reporting • How Dream Report meets these challenges • Real examples of Dream Report in use: • Energy Consumption Management • OEE and Performance • Preventative Maintenance Reports • Live Demo • Commercial Review • Q&A

  5. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  6. Solution: Breadth and Depth of Data Connectivity Options • Aggregates data from real time data sources, and existing historical sources • Access process and alarm data • Designed for both Continuous and Batch processes • Complements existing SCADA and MES applications

  7. How? Variety of Data Types and Sources • Supports direct connection to existing OPC data sources • OPC DA, OPC HDA, OPC A&E • Can be connected to one or multiple ODBC databases • SQL Server, Oracle, MS Access, etc • Built-in custom drivers for connecting to a variety of historians • Ex. iFix/Proficy, Emerson, Pi, etc.

  8. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  9. Solution: Reduce Engineering Time • Speed up report development time by 15-20 times • Quickly and easily bring data into valuable, professional looking reports with Project Wizard • Use in virtually any industry

  10. How? Project Wizard • Quickly develop project basics • Continue design in normal working mode • Easy-to-use, intuitive wizard • Project Name • Connect to a Data Source • Define Data Archiving Parameters • Define Batch Information • Report Design

  11. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  12. Solution: Provide easy to use interface • Dream Report offers many integrated tools to make analysis of data painless • Simple design interface • Dynamic Data Objects • Perform simple or complex calculations • Basic Math • Complex Expressions • “Smart” functions

  13. How? Dynamic Data Objects • Automatically extract data from data source to build reports dynamically • Simple to add to a report • Simple configuration windows • Display values in widget format • 16 Different Dynamic Object Types with 100s of configuration options • Simple Statistical Objects • Compound Data • Expression Data • Dynamic Text • Page Number • Advanced SQL Condition • Date&Time • Item Table • FreeTable • Automatic Statistical Table • Step Table • SQL Query Table • AlarmTable • Pie Graph • Bar Graph • Line Chart • Indicator

  14. How? Automatic Setpoint Analysis • Smart analysis of processes based on a stability setpoints • Automatic detection of stability periods, as well as entry and exit points of those stability periods • Calculate ROC before and after setpoint • Automatically determine process success or failure based on setpoints

  15. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  16. Solution: Manual Data Entry Options • Dream Report 4+ provides new Manual Input driver • Writes values directly to database • Provides a Manual Values Editor to enter values • Desktop and web portal interface

  17. How? Manual Values Editor • Use date/time picker to set timestamp of data • Manual driver tracks • Original Values • Each value correction operation • Separate timestamps of the operation and the value associated time • Extract manual values for reporting by: • All values • Only original values • Only validated values • Only non-validated values

  18. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  19. Solution: Scheduler and Automatic Distribution Methods • Automatically generates and distributes .pdf, .xls, and web-enabled reports • Automatic Schedule • Distribution Methods • Dynamic Report Generation • Web Portal

  20. How? Automatic Report Generation • Generate on a schedule • Any time period, and combination of week days • Monthly, yearly, weekly, daily • Generate on a specific time interval • Define as many generation periods as you want • Generate on event • Use a data source item as a trigger for report generation

  21. How? Automatic Report Distribution • Distribute reports to: • Web • Email • Print • File Server • Combine distribution methods for increased reliability

  22. How? Dynamic Report Generation • Generates reports on demand, where time period is defined by user at runtime • Re-create lost reports • Increase time resolution for detailed problem analysis • Available in both Runtime Management Console and through Web Portal

  23. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  24. Solution: Reduce Resource Requirements • System Resources • Dream Report does not require a dedicated server class machine • Run on the same machine as OPC server, SCADA or historian • Human Resources • No specialized knowledge required • Simple configuration saves time and money • Can save the cost of a full-time job

  25. How? Report Templates • Create Page and Report templates • Add features such as: • Header and footers • Report Settings • Tag Dictionary • Excel Export Settings • Save the template in a protected format

  26. How? Virtual Report Instances • Create multiple pre-defined instances of the same report template • Use the same template with different pre-defined tags • Use built-in Search and Replace feature to quickly change out tags

  27. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  28. Solution: Provide Tools for Easy Maintenance • Dream Report creates and manages files and folders for you • User Management • Audit Trail and Version Control • Hot backup Configuration

  29. How? File Folder management • Automatically name report files • Automatically copy reports to a backup location • Automatically create yearly or monthly sub folders • Automatically delete old files

  30. How? User Management • Define Users and User Group Authorization for access to different project module • Control access to: • Designer Studio • Data configuration • Runtime engine: generating reports and stopping the engine • Web Portal • Define access rights for individual reports within a project

  31. How? Audit Trail and Version Control • Track design versions of the report • Log and track all changes between versions • Roll-back to a specific version number • Version Control Elements: • Object configurations(tags, times, appearance, etc) • Deleting an object • Adding a new object • Moving an object location • Audit Trail Logs: • Version ID • Timestamp • User name • User comment • Modification Type • Object Type • Modification Description

  32. How? Hot Backup Configuration • Increase reliability of your reports • Run a reporting station as a redundant system, tied to a main station • User defined rate for ping frequency to verify that primary node is running • Does not duplicate data or reports

  33. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  34. Solution: Provide Mobile Interface • Dream Report lets you access your reports from anywhere in the world • Access .pdf or Excel reports through the web • Publish to Intranet or Internet

  35. How? Web Portal • Ideal solution for distributing and sharing reports over the Internet/intranet • Password protected to display only authorized reports • Visualize existing reports from the project from any web-enabled device • Generate any report on user demand in real-time • Manually enter data and log to a database

  36. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  37. Solution: Backed By Software Toolbox • Full documentation provided • Software Toolbox Sales and Technical Support Team Two hour target support response time: Average over 2011 ≈ 1 hour

  38. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

  39. Solution: Easy Licensing Options • Dream Report offers several options: • Hardware Key • .dat file software license • Link to customer external license • iFix • Wizcon • PcVue

  40. Agenda • Challenges in automation reporting • How Dream Report meets these challenges • Real examples of Dream Report in use: • Energy Consumption Management • OEE and Performance • Preventative Maintenance Reports • Sales Information • Q&A

  41. Energy Efficiency Reporting Saving Energy requires: 1. Measure Energy Consumption 2. Locate cost centers and analyze them 3. Work out optimization decisions 4. Measure energy saving effect

  42. Measure Energy Consumption • Integrated tools to get counter information • Automatic built-in “smart functions” to calculate consumption • Calculate and Display energy consumption as: - Numeric value - Chart - Bar graph - Dashboard - Energy Indicator • Integrated functions to calculate produced energy (for heating) • Integrated functions to calculate produced emission (for heating)

  43. Locate Energy Cost Centers • Compare Energy Consumption between similar facility units • Compare energy consumption for the same unit for different periods • Use integrated reporting tools to measure Energy Efficiency: • Energy Signature • Energy Indicator

  44. Example Reports

  45. Operating Efficiency Evaluation and Performance • Dream Report has integrated built-in tools to calculate: • Equipment Running time • Equipment Down Time • On Counter/Off Counter • System Availability • Product KPIs • Conditional calculations

  46. Proactive Maintenance Reports • Automatic report generation and distribution upon calculated OEE data • Generate and send report as soon as up time reached pre-defined value • Generate and send service request upon equipment running time • Let system analyze and control maintenance of your equipment for you

  47. Agenda • Challenges in automation reporting • How Dream Report meets these challenges • Real examples of Dream Report in use: • Energy Consumption Management • OEE and Performance • Preventative Maintenance Reports • Sales Information • Q&A

  48. What Tools are Needed? • Licensing based on tag and web portal count • Contact us to discuss your project • Like what you see? Have a project in mind? • Let us show you how Dream Report can solve your reporting needs • Free Demo Available • Limits to 25 tags • Development will run for unlimited time, Runtime for 30 minutes at a time www.softwaretoolbox.com/DreamReport

  49. Contact Information & Other Learning Opportunities • Questions later? • Renee Sikes • rsikes@softwaretoolbox.com • Software Toolbox Tech Support • support@softwaretoolbox.com • 888-665-3678 or +1 704-849-2773 • Product Website • http://www.softwaretoolbox.com/dreamreport • Other learning opportunities • Recording of this webinar • Visit softwaretoolbox.webex.com

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