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Dream Report: The Technical Basics

Dream Report: The Technical Basics. Renee Sikes Applications Engineer Dream Report Brand Manager. Agenda. Review of Automation Challenges Overview of Dream Report Architecture Live Demo of Architecture Project Wizard Creating a connection to a database Logging to a database

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Dream Report: The Technical Basics

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  1. Dream Report: The Technical Basics Renee Sikes Applications Engineer Dream Report Brand Manager

  2. Agenda • Review of Automation Challenges • Overview of Dream Report Architecture • Live Demo of Architecture • Project Wizard • Creating a connection to a database • Logging to a database • Creating a report • Using Dynamic Data Objects • Scheduling Report Generation • Running a Report • Accessing 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. Product Architecture Automatically Publish and Distribute Web Portal File Server eMail Printers Mobile Provide Reports Generate and execute • Manually: • Select Report • Change period or select batch • Generate new report • Automatically: • On Schedule • On Event Generate Reports Provide Data Design and configure Define and execute periodically any type of calculations: Design Reports Configure Data Aggregation • Design reports in easy environment • Use Page Templates • Use Report Templates Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation… Provide Data Provide Data Connect to Data Sources Access existing 3-d party archives Data Logger Real-Time Data and Alarms • Dream Report logger can archive real time data into any open database • SQL Server • MySQL • Oracle • Access • … • HISTORIANaccess • OPC HDA • ODBC & OLE • CSV files • Native drivers for proprietary archives REAL TIMEdata and alarms - OPC DA-AE - Native Drivers HMIs, PLCs, DCS, SCADA, …   K A F

  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. 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. 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. DeltaV, Wonderware, Iconics, 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. 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. 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. 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

  13. 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!

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

  15. 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

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

  17. Live Demo • Project Wizard • Manually Adding/Configuring Communication Drivers • Setting up Logging Groups • Configuring Dynamic Data Objects • Date/Time object • Single Data Object • Step Table • Chart • Scheduling Report Generation • Running Your Project

  18. 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

  19. 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 • Tentative Schedule • May 18th: Advanced Manual Data Entry • June 29th: Info on the Go • July 20th: Fast, Friendly, & Flexible • August 24th: Secure and Reliable

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