1. Dream Report: Secure and Reliable Reporting Renee Sikes Applications Engineer Dream Report Brand Manager

2. Agenda Review Automation Challenges Overview of Dream Report Architecture Security and Reliability Features – Advanced.pdf security – Audit Trail and Version Control – User Management – Web Portal Security – Hot Backup Configuration Live Demo Next Steps 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 Generate and execute Design and configure Data Logger Real-Time Data and Alarms Access existing 3-d party archives Design Reports Configure Data Aggregation Generate Reports HMIs, PLCs, DCS, SCADA, …  Web PortalFile ServereMailPrintersMobile Connect to Data Sources HISTORIAN access OPC HDA ODBC & OLE CSV files Native drivers for proprietary archives REAL TIME data and alarms - OPC DA-AE - Native Drivers Dream Report logger can archive real time data into any open database SQL Server MySQL Oracle Access … Provide Data Provide Reports Design reports in easy environment Use Page Templates Use Report Templates Define and execute periodically any type of calculations: Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation… Automatically:  On Schedule  On Event Manually:  Select Report  Change period or select batch  Generate new report

5. 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

6. 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

7. Advanced.pdf Security Password protect.pdfs Limit users ability to: – Print reports – Change report – Copy or extract report – Add or change form fields Allows secure email and web delivery of reports

8. 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: – Report Name – Version ID – Timestamp – User name – User comment

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

10. Web Portal Security User login required Control access to dynamic report generation Only view the reports the user has permissions to access

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

12. Live Demo

13. 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

14. 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