Copyright © 2007 OSIsoft, Inc. All rights reserved. Ad-Hoc Reporting Using The RtReports Web Part Tamara Carbaugh RtReports Product Manager OSIsoft, Inc.

2 Copyright © 2007 OSIsoft, Inc. All rights reserved. Agenda Introduction to RtReports Report Parameters RtReports Report List web part Product Demonstration Product Differentiators

3 Copyright © 2007 OSIsoft, Inc. All rights reserved. Industry Challenges Companies have many reporting requirements  Manufacturing, quality, environmental, etc Data must be pulled together from many sources:  Multiple PI Servers  External relational databases  Web services

4 Copyright © 2007 OSIsoft, Inc. All rights reserved. Regulated Manufacturers Face More Challenges Compliance is a corporate imperative Corporations must be profitable and accountable Companies today may have to comply with multiple regulations or requirements  EPA Title V  FDA 21 CFR Part 11  Sarbanes Oxley  NERC 1300  HACCP Visibility and a single version of the truth are required to demonstrate compliance

5 Copyright © 2007 OSIsoft, Inc. All rights reserved. RtReports An enterprise, web-based reporting application  Report configuration, not programming A comprehensive reporting tool  Specify format, content, versioning and management Provides flexible report templates  Time frame, Batches, Analysis Framework cases Integrates internal and external data sources Supports compliant reporting needs

6 Copyright © 2007 OSIsoft, Inc. All rights reserved. The PI System Windows Server 2003 Visual Studio.NET Advanced Computing Engine (ACE) RtReports PI Analytics Windows Server 2003 SQL Server 2005 ProcessBook DataLink RtPortal iViews Client: Windows XP / Vista Microsoft Office 2003 /2007 Server: Windows Server 2003 Windows SharePoint Services – or – SAP Enterprise Portal 6 ActiveView RtReports Clients Real-Time Interfaces Analysis Framework Module Database PI Archive RtAlerts Data Access The ServerThe AnalyticsThe Visuals MCN HealthMonitor BatchView Smart Clients Thin Clients Sigmafine RtWebParts RLINK

7 Copyright © 2007 OSIsoft, Inc. All rights reserved. RtReports Components PI Server RtReports Editor RtReports Server RtReports Generator RtReports Report List Web Part Thin Client IE 6.0 RDB, Web Services

8 Copyright © 2007 OSIsoft, Inc. All rights reserved. Active Directory Domain 8 Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved. RtReports 3.x Architecture PI Server Module Database Analysis Framework Trusted Connections RtBaselineRtPortal Internet Explorer Smart Client RtReports Editors Thin Client RtReports Generator RtBaseline Services* Transactional, Web service, and other data RtAnalytics RtReports Server Windows Server 2003

9 Copyright © 2007 OSIsoft, Inc. All rights reserved. Recent Product Enhancements RtReports 3.0  Not just for batches anymore  Supports time based (shift, daily, etc. reports)  Supports AF case based reports  Use of RtBaseLine Services to access external data  Relational databases  Web services  Compliance and Standard Edition available

10 Copyright © 2007 OSIsoft, Inc. All rights reserved. Recent Product Enhancements RtReports 3.1 (HA PR-1 Release)  Supports the High Availability PI Server collective  Failover events will be detected and the appropriate action taken

11 Copyright © 2007 OSIsoft, Inc. All rights reserved. Current Development Effort Version 3.0 addressed some important requests Version 3.1 addressed PI HA release Going forward, customers asked for:  Web Part for report viewing  More flexible user interface  Ability to pass parameters (module / element relative reports) OSIsoft started to “eat our own dogfood”  Using RtReports in the NOC  Monitor VBC with RtReports

12 Copyright © 2007 OSIsoft, Inc. All rights reserved. RtReports 3.2 RtReports Report List Web Part PI Analysis and Notification Support  RtReports link in PI Notifications Analysis Framework Support  Time Report Templates  Batch Report Templates Report Parameter Enhancements  Report viewer

13 Copyright © 2007 OSIsoft, Inc. All rights reserved. RtReports Report List Web Part Single click report generation Seamless integration with RtWebParts  Implicit RtTimeRange Connection Ad-hoc reporting and asset relative reporting Secure  Windows Integrated Authentication Can receive data for report filtering criteria  Server specification  Report parameter population

14 Copyright © 2007 OSIsoft, Inc. All rights reserved. Report List Web Part Single click report generation

15 Copyright © 2007 OSIsoft, Inc. All rights reserved. 15 Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved. Report Parameters Continued Enhancement of Report Parameters  Supported in all Report Templates (Time, Case, Batch)  Ability to change report parameters and regenerate report added to the Report Viewer Simple ad-hoc reporting: Specify parameter values and regenerate! Simple ad-hoc reporting: Specify parameter values and regenerate!

16 Copyright © 2007 OSIsoft, Inc. All rights reserved. 16 Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved. Enhanced Analysis Framework Support Time and Batch Report Templates will support:  Element templates  Element attributes

17 Copyright © 2007 OSIsoft, Inc. All rights reserved. 17 Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved. PI Analysis and Notification Support Provide a URL Link to a Report View the report with a single click.

18 Copyright © 2007 OSIsoft, Inc. All rights reserved. 18 Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved. Demonstration Featuring: - RtReports Report List Web Part - Report Parameters

19 Copyright © 2007 OSIsoft, Inc. All rights reserved. Differentiators Report Template Versioning Flexible context meta-data Extensible data retrieval calls Library of processing rules and formatting rules allow for rapid report generation Compliance Edition Workflow

20 Copyright © 2007 OSIsoft, Inc. All rights reserved. Report Template Versioning Unparalleled report template change management capabilities Report template version is associated with a specific context for the life of that context

21 Copyright © 2007 OSIsoft, Inc. All rights reserved. 21 Flexible content meta-data No other reporting solution gives you the ability to configure a hierarchical context structure Map and monitor your business process  Which Batch processing steps should be included in the report  Which Time ranges, Assets and attributes should be included in the report  Which Cases, Assets, and attributes should be included in the report Retrieve specific, actionable data based on the context of your business process 21

22 Copyright © 2007 OSIsoft, Inc. All rights reserved. 22 Extensible data retrieval calls Built in Result Definitions  Trend  Summary Calculations  Recorded and Interpolated Values  Exact Time Values  Calculations (Execute a PI-PE Equation)  RtBaseLine Data Sets  Call a ACE Calculation through an RtBLS web service data set  Analysis Framework data references

23 Copyright © 2007 OSIsoft, Inc. All rights reserved. Conditional Reporting

24 Copyright © 2007 OSIsoft, Inc. All rights reserved. 24 Report Template Action and Style Sheet Libraries Report standardization is promoted through  A library of pre-defined actions (business rules)  A library of style sheets (formatting rules) Action 789 Action aaa Action 123 Action xyz Action abc Style Sheet xyz Modular Report Building Is Achieved Through A Standard Library of Business and Formatting Rules Business Rules Formatting Rules PI Data External Data Report + OR AND/OR =

25 Copyright © 2007 OSIsoft, Inc. All rights reserved. Benefits Faster report building  Configuration, not programming  Standard library of objects  Report parameters promote modular design Less maintenance  Integration with OSIsoft web parts Single source reporting (PI, RDB, web services) Empowered employees (Better data means better decisions)

26 Copyright © 2007 OSIsoft, Inc. All rights reserved. Learn More Visit us in the demo room  Thursday 1 – 5 PM  Liana Peysakhovich and Enrico Paolino RtReports Customer Presentation  Nate Anderson, Protein Design Labs BioPharma