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Information delivery and reporting with Wonderware tools Ernst van Wyk Wonderware Southern Africa It ain’t over… Data Context Automation Data InTouch Real-time Context Information Historical Context Project not over until Reports accepted Agenda Introduction Reporting Dashboards Considerations We Want! Who wants reports? Why are reports needed? What should reports look like? How are the reports delivered? 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 The Why? Supervisory Project not done until client is happy Looking at the same data For different reasons Maintenance Financial Real-time Production Batch IDs Work orders The What Design with Client Tables Graphs Drill-downs KPIs Charts Other Influences Other Influences Email? Excel? PDF? Word? Print? HTML? Information Server 3.0 Content Sources Web Content Mgr Web Client Types Web Clients LIMS or other open plant databases Microsoft SharePoint Process Graphics & Trending Information Server v3.0 Wonderware Historian Wonderware MES Modules SAP Agenda Introduction Reporting Dashboards Considerations Reporting options Web Content Mgr ActiveFactory Reports TableWeaver Microsoft Reporting Services Information Server v3.0 Reporting Comparison Authoring Published ActiveFactory Table Weaver Reporting Services Excel Browser Visual Studio Technologies To Know Excel, InSQL SQL SQL, .NET, Reporting Services Sweet Spot InSQL Data Drill Through Formatting, Paper, e-mail Weakness Non-InSQL Data, Printing, e-mail Limited formatting, Complex Expertise Reporting options Web Content Mgr ActiveFactory Reports • • • • Microsoft Reporting Services Basic Batch Ad Hoc Analysis Trends Large dataset calculations TableWeaver • Alarm frequency analysis • Basic Linked tables • Everything! Information Server v3.0 Case Study Database Options Information Users Information Server Active Factory Reporting Services Table Weaver Tag Context Process context can be directly related to tags Historian (InSQL) Continuous Process (Expo Demo) Alarm DB Manual Data Database Options Information Users MS Technologies Integration Services Analysis Services BizTalk Exposes data from any DB Operational Data Storage Information Server or SharePoint Server Lab System Other DB’s System Platform used to trigger events and post data to any DB Mixed Process, Many Plants Historian(s) (InSQL) Alarm DB MES DB Reporting Considerations Database Views Simplifies reports Improves performance A Database View is a prebuilt query that provides a certain perspective (view) into a database Context Might require event detection Application server Historian ► Common Databases • InSQL • Alarm Database • Custom Database • Wonderware MES DB • Data Warehouse Agenda Introduction Reporting Dashboards Considerations 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 Web Content Mgr ActiveFactory Reports TableWeaver Live Graphics Information Server v3.0 Dashboard Technology Comparison Live Graphics AF Trend Table Weaver Authoring InTouch Trend Browser 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 Dashboard Considerations ► Live KPI’s ▪ Calculated ▪ Use App Server KPI object Agenda Introduction Reporting Dashboards Considerations Considerations Requires Project Planning Choose partner with care Change Control Microsoft Proper specifications User Requirement Specification Functional Design Detail Design Wonderware Easy to make reports: Are they useful? Experience IT Project Sign-over is subjective decision Project Management Not an Automation Project Add-on Considerations ► Training and Experience required ▪ SQL ▪ Microsoft • • • • • MS SQL management/deployment Reporting Services SharePoint / HTML / Web Integration/Analysis Services Info Path / Forms Server • • • • • Historian (InSQL) Active Factory InTouch Application Server Information Server ▪ Wonderware Questions