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

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

Agenda IntroductionIntroduction ReportingReporting DashboardsDashboards ConsiderationsConsiderations

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

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

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

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

Other Influences

? Excel? Word? HTML? Print? PDF?

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

Agenda IntroductionIntroduction ReportingReporting DashboardsDashboards ConsiderationsConsiderations

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

Reporting Comparison Expertise Limited formatting, Complex Non-InSQL Data, Printing, Weakness Formatting, Paper, Drill Through InSQL DataSweet Spot SQL,.NET, Reporting Services SQLExcel, InSQL Technologies To Know Visual StudioBrowserExcelAuthoring Reporting Services Table Weaver Published ActiveFactory

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

Case Study

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

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

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 Historian Application server ► Common Databases InSQL Alarm Database Custom Database Wonderware MES DB Data Warehouse

Agenda IntroductionIntroduction ReportingReporting DashboardsDashboards ConsiderationsConsiderations

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.

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

Dashboard Technology Comparison ComplexOnly InSQL Limits in complexity Weakness Drill ThroughInSQL Data Dials, Indicators Sweet Spot SQL InSQL, App Server InTouch, App Server, SQL Technologies To Know BrowserTrendInTouchAuthoring Table WeaverAF TrendLive Graphics

Dashboard Considerations ► Live KPI’s ▪ Calculated ▪ Use App Server KPI object

Agenda IntroductionIntroduction ReportingReporting DashboardsDashboards ConsiderationsConsiderations

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

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

Questions