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Dream Report: The Technical Basics
Renee SikesApplications EngineerDream 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– Creating a report– Using Dynamic Data Objects– Scheduling Report Generation– Running a Report– Accessing Reports
• Sales Information• Q&A
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!
Product ArchitectureAutomatically 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, …
K A F
Web Portal File Server eMail Printers Mobile
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 Data
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
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!
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
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.
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!
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
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
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!
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
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!
Scheduler and Automatic Distribution Methods
• Automatically generates and distributes .pdf, .xls, and web-enabled reports
• Automatic Schedule• Distribution Methods• Dynamic Report Generation• Web Portal
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
Automatic Report Distribution
• Distribute reports to: – Web– Email – Print– File Server
• Combine distribution methods for increased reliability
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
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
Contact Information & Other Learning Opportunities
• Questions later?– Renee Sikes
– Software Toolbox Tech Support• [email protected]• 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
