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Information delivery and reporting with Wonderware tools

Information delivery and reporting with Wonderware tools. Ernst van Wyk Wonderware Southern Africa. InTouch. It ain’t over…. Data. Context. Automation Data. Real-time Context. Information. Project not over until Reports accepted. Historical Context. Introduction. Reporting. Agenda.

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Information delivery and reporting with Wonderware tools

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  1. Information delivery and reporting with Wonderware tools Ernst van Wyk Wonderware Southern Africa

  2. InTouch It ain’t over… Data Context Automation Data Real-time Context Information Project not over until Reports accepted Historical Context

  3. Introduction Reporting Agenda Dashboards Considerations

  4. We Want! Who wants reports? who? Why? Why are reports needed? What? How? What should reports look like? How are the reports delivered?

  5. The Who Operations Management • Operating efficiency • React to events • Shift Targets • Optimise Operations • Manage Breakdowns • Manage Maintenance • Shift Targets • Shifts Progress • Management Reports • Plant Performance • Maximise investment • Optimise throughput Production

  6. The Why? Perspective Looking at the same data Supervisory For different reasons Project not done until client is happy MES Maintenance Financial Real-time Batch IDs Production Work orders

  7. The What Design with Client Tables Graphs Drill-downs KPIs Charts

  8. Other Influences who? How? Why? What? How?

  9. Other Influences Email? How? Excel? PDF? Word? Print? HTML?

  10. Web Client Types Web Content Mgr Web Clients Microsoft SharePoint Information Server v3.0 SAP Information Server 3.0 Content Sources LIMS or other open plant databases Process Graphics & Trending Wonderware Historian Wonderware MES Modules

  11. Introduction Reporting Agenda Dashboards Considerations

  12. Web Content Mgr Information Server v3.0 Reporting options ActiveFactory Reports Microsoft Reporting Services TableWeaver

  13. Reporting Comparison Technologies To Know Excel, InSQL SQL SQL, .NET, Reporting Services Sweet Spot InSQL Data Drill Through Formatting, Paper, e-mail Weakness Non-InSQLData, Printing, e-mail Limited formatting, Complex Expertise Published ActiveFactory Table Weaver Reporting Services Authoring Excel Browser Visual Studio

  14. Web Content Mgr Information Server v3.0 Reporting options ActiveFactory Reports Microsoft Reporting Services • Basic Batch • Ad Hoc Analysis • Trends • Large dataset calculations • Everything! TableWeaver • Alarm frequency analysis • Basic Linked tables

  15. Case Study

  16. Database Options Information Users Information Server Active Factory Reporting Services Table Weaver Tag Context Process context can be directly related to tags Historian (InSQL) Alarm DB Manual Data Continuous Process (Expo Demo)

  17. Database Options Information Users MS Technologies Integration Services Analysis Services BizTalk Exposes data from any DB Operational Data Storage Information Server or SharePoint Server Historian(s) (InSQL) Lab System Other DB’s Alarm DB MES DB System Platform used to trigger events and post data to any DB Mixed Process, Many Plants

  18. Reporting Considerations Database Views A Database View is a prebuilt query that provides a certain perspective (view) into a database Simplifies reports Improves performance Context Might require event detection • Common Databases • InSQL • Alarm Database • Custom Database • Wonderware MES DB • Data Warehouse Application server Historian

  19. Introduction Reporting Agenda Dashboards Considerations

  20. What is a dashboard? Single Visual Display of the Most important information needed to achieve objective(s) which can be monitored at a glance Definition adapted from Stephen Few, Information Dashboard Design, O’Reilly, 2006.

  21. Web Content Mgr Information Server v3.0 Reporting options ActiveFactory Reports Live Graphics TableWeaver

  22. Dashboard Technology Comparison Technologies To Know InTouch, App Server, SQL InSQL, App Server SQL Sweet Spot Dials, Indicators InSQL Data Drill Through Weakness Limits in complexity Only InSQL Complex Live Graphics AF Trend Table Weaver Authoring InTouch Trend Browser

  23. Dashboard Considerations • Live KPI’s • Calculated • Use App Server KPI object

  24. Introduction Reporting Agenda Dashboards Considerations

  25. Considerations Requires Project Planning Choose partner with care Change Control Microsoft Proper specifications User Requirement Specification Wonderware Easy to make reports: Are they useful? Functional Design Experience Project Management Detail Design IT Project Not an Automation Project Add-on Sign-over is subjective decision

  26. Considerations • Training and Experience required • SQL • Microsoft • MS SQL management/deployment • Reporting Services • SharePoint / HTML / Web • Integration/Analysis Services • Info Path / Forms Server • Wonderware • Historian (InSQL) • Active Factory • InTouch • Application Server • Information Server

  27. Questions

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