Factelligence Manager

Wonderware Factelligence™

Manager

Invensys Systems, Inc.

Revision D

Last Revision: 11/4/08

Copyright© 2008 Invensys Systems, Inc. All Rights Reserved.

All rights reserved. No part of this documentation shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of Invensys Systems, Inc. No copyright or patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this documentation, the publisher and the author assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein.The information in this documentation is subject to change without notice and does not represent a commitment on the part of Invensys Systems, Inc. The software described in this documentation is furnished under a license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of these agreements.

Invensys Systems, Inc.26561 Rancho Parkway SouthLake Forest, CA 92630 U.S.A.(949) 727-3200http://www.wonderware.comFor comments or suggestions about the product documentation, send an e-mail message to [email protected].

TrademarksAll terms mentioned in this documentation that are known to be trademarks or service marks have been appropriately capitalized. Invensys Systems, Inc. cannot attest to the accuracy of this information. Use of a term in this documentation should not be regarded as affecting the validity of any trademark or service mark.Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad, DT Analyst, Factelligence, FactoryFocus, FactoryOffice, FactorySuite, FactorySuite A2, InBatch, InControl, IndustrialRAD, IndustrialSQL Server, InTouch, MaintenanceSuite, MuniSuite, QI Analyst, SCADAlarm, SCADASuite, SuiteLink, SuiteVoyager, WindowMaker, WindowViewer, Wonderware, Wonderware Factelligence, and Wonderware Logger are trademarks of Invensys plc, its subsidiaries and affiliates. All other brands may be trademarks of their respective owners.

http://www.wonderware.com

3

Wonderware Factelligence™ Manager

Contents

Chapter 1 Introduction ........................................ 7Aim .......................................................................................7Content.................................................................................7Assumptions ........................................................................7How to Use this Guide ........................................................7Reference Material ..............................................................8

Chapter 2 Overview............................................ 9

Chapter 3 Installation and Setup .......................... 11Client Browser Settings ....................................................11System Settings and Privileges ........................................13DNC Status Monitoring ....................................................15

Chapter 4 Security and the User Interface.............. 17Login ..................................................................................17

Configurable Login Text ................................................19Unauthorized User Lockout...........................................19Password Expiry.............................................................19

Languages..........................................................................20Menus and Interface Structure ........................................21Interface Customization....................................................22Help ....................................................................................22

4 Contents


Chapter 5 Reports .............................................23Report Selection ................................................................24Data Filters .......................................................................25

Primary Filters...............................................................26Custom Filter..................................................................27

Favorites ............................................................................27View and Print ..................................................................29The Reporting Mechanism................................................30Calling a Report from a Client Application .....................31Scheduling Reports ...........................................................33

Chapter 6 History..............................................37

Chapter 7 Status Tables ......................................39Table View .........................................................................40

Arrange Columns ...........................................................41Change Column Heading...............................................41Set Auto Refresh Rate....................................................42

Data Filters .......................................................................42Primary Filters...............................................................42Custom Filter..................................................................43

Views..................................................................................44

Chapter 8 Job Status..........................................47Table View .........................................................................47Data Filters .......................................................................48Process Flow Diagram ......................................................48

Chapter 9 Equipment Status ................................51Table View .........................................................................51Data Filters .......................................................................52Utilization KPI Charts......................................................52DNC Status Monitoring ....................................................53

Chapter 10 Inventory Status ................................55Table View .........................................................................55Data Filters .......................................................................56

Contents 5


Chapter 11 Labor Status .................................... 57Table View .........................................................................57Data Filters........................................................................58

Chapter 12 Genealogy ....................................... 59Data Filters........................................................................59Viewing Genealogy ............................................................60

Produced Lots Genealogy (backwards genealogy) ........61Consumed Lots Genealogy (forwards genealogy) .........62Lot Details and Inventory Check...................................63Search for Lots................................................................64

Appendix A Predefined Reports............................. 65

Index .............................................. 71

6 Contents


7


Chapter 1

Introduction

Welcome to Factelligence Manager (herein referred to as “Manager”).

AimThis guide will teach you how to use Manager to view status tables and run reports on the data generated by your Factelligence MES system.

ContentIt will cover all the features currently available in Manager and how to setup scheduled reports via the Factelligence Supply Chain Connector module.

AssumptionsThe material in this course assumes that you know very little about Factelligence Manager and have not used the product before, but that you are familiar with the Microsoft Windows operating system and database concepts.

How to Use this GuideYou can use this guide as a self-paced training tool.

It is also a facilitation tool for your Factelligence instructor. All topics covered in the training course are included in this guide.

8 Chapter 1 Introduction


Reference MaterialYou are encouraged to review the documentation and/or attend the training course on “Factelligence Report Designer”.

9


Chapter 2

Overview

Manager provides for the following:

• Tabular and graphical status of shop-floor operations updated in real-time

• Analysis of data through parameter driven reports, grids and graphs

• Sharing of information amongst users

Status Tables exist for Equipment, Labor, Jobs and WIP Inventory status.

Forwards and backwards genealogy can be tracked via the Genealogy Tree.

Over 75 pre-defined Reports are available to you. This library is continually being expanded and you can write your own custom reports to run in Manager by using the Report Designer module.

You can create specific instances of reports or views on status tables and save them as par of your own personal profile or share them with other users.

Manager is a browser application that runs in Microsoft Internet Explorer and requires no client installation. All files are downloaded to the browser from the Web Server as required at runtime.

Manager clients can connect to the Factelligence Web Server via LAN or the Internet.

As you will see in the following sections Manager is very simple to use and yet an extremely powerful data viewing and analysis tool

10 Chapter 2 Overview


11


Chapter 3

Installation and Setup

In most cases, following successful Factelligence Web Server install and setup, Manager is ready to run on any PC that has a Microsoft Operating System and access to the server, whether by LAN or Internet.

In all but two special cases, no install is required on client PCs in order to run Manager.

Client Browser SettingsManager is a browser application designed to run in Microsoft Internet Explorer v5.1 or later.

Note As it has been developed using special features of IE it will only run in this browser (not Netscape or others).

Manager uses Java scripting and ActiveX controls in it’s screens. The default settings for Internet and Local Intranet security in Internet Explorer are too restrictive for Manager to run correctly and in many cases are made more restrictive by corporate security policies.

You will need to setup a “Trusted Site” with minimum security for Manager to run on your PC. To do this select “Tools -> Internet Options” from the IE menu and then the “Security” tab of the dialog that is displayed.

12 Chapter 3 Installation and Setup


Figure 1 - Creating a Trusted Site

Create a new trusted site using the name of the Web Server ie: “http://ServerName”

Select the “Custom Level” button. On the Security Settings dialog box, enable the following settings:

• Download unsigned active x controls

• Initialze and script active x controls not marked as safe for scripting

Figure 2 - Security Settings

System Settings and Privileges 13


System Settings and PrivilegesThere are a number of Factelligence system settings and user privileges that affect the operation of the Manager module and how users access the various features within Manager. These are central to the Factelligence database and are set using the “Factelligence Configurator” module.

Relevant system settings are:

Root path for SCC exported report files: defines the root location in the file system for the saving of scheduled, exported reports. May be an absolute path or a share name. Defaults on install to “C:\Program Files\Wonderware\Factelligence\Manager\Reports\History”.Template report files path: defines the root location in the file system for all report layout files. May be an absolute path or a share name. Defaults on install to “C:\Program Files\Wonderware\Factelligence\Manager\”. Any report configured with the parameter “%APP_PATH%” in it’s file-path will have this root path substituted at runtime.Default report view level: all reports are configured with a view level (0-999). This setting defines the default value for new reports when created. On install all pre-defined reports have a view level of “1”.Default report maximum pages: all reports are configured with a page limit. This setting defines the default value for new reports when created. On install all pre-defined reports have a maximum pages of “20”.



Relevant user privileges:

May run Manager: you must have this privilege to run Manager.May edit global views: you must have this privilege to be able to save status table views for users other than yourself.May edit global favorites: you must have this privilege to save report favorites for users other than yourself.May view job status: you must have this privilege to access the Job Status table.May view equipment status: you must have this privilege to access the equipment status table.May view inventory status: you must have this privilege to access the WIP inventory status table.May view labor status: you must have this privilege to access the Labor Status table.May view reports: you must have this privilege to be able to run Reports.May view history: you must have this privilege to be able to view exported reports via Manager.May view genealogy: you must have this privilege to access the Genealogy tree.May override maximum page length: allows you to increase or decrease the number of pages displayed when the report is run in Manager. Also allows you to alter the configured value for the report in Report Designer.Report view level: defines your view level access (0-999) for reports. For any report, this value must be greater than or equal to the report view level for you to access the report.May run Report Designer: you must have this privilege to run Report Designer.May edit report configuration: you must have this privilege to configure reports in Report Designer.May edit system reports: (Not used) May set view level: allows you to override the default report view level when configuring a report in Report Designer.

DNC Status Monitoring 15


DNC Status MonitoringIf DNC functionality is enabled as part of the Factelligence install then Manager has the ability to display the current status of communication with the DNC machines (see the “Equipment Status” section later in this guide).

In order to display the status, Manager requires the Factelligence Client Install on the PCs where this functionality is required.



17


Chapter 4

Security and the User Interface

LoginBefore you can use the Manager, you need to ensure that the Manager web site is added to the trusted sites and unsigned ActiveX can be run.

To add Manager to the Trusted Sites and enable unsigned ActiveX

1 Open Internet Explorer2 Type

http://server_name/Factelligence/Manager/Manager.htm in the Address box and press Enter. The Connect to server_name dialog box appears.

3 Enter valid user ID and password and click OK.4 A site blocked dialog box appears.5 Click Add. The Trusted sites dialog box appears.6 Make sure the option Require server verification (https:)

for all sites in this zone is cleared and click Add.7 Click Close.8 On the Tools menu, click Internet Options. 9 On the Security tab, select Trusted Sites.10 Click Custom Level.11 Locate the entry Download unsigned ActiveX controls.12 Set it to Enable.13 Locate the entry Initialize and script ActiveX controls not

marked as safe for scripting.

18 Chapter 4 Security and the User Interface


14 Set it to Enable.15 Click OK. A confirmation message appears.16 Click Yes and click OK to close the Internet Options dialog

box.Manager is launched via a browser using the URL

http://server_name/Factelligence/Manager/Manager.htm

Manager exhibits the same security features as other Factelligence modules.

If Manager is licensed and an available license exists then you are prompted with a login screen else an error message is displayed.

Figure 3 - Simple Login Prompt

Following successful verification of your user ID and password against the database, Manager then checks to see that you have the required privilege to run Manager. If so you are granted access to the main Manager interface. If either the password or privilege is not valid then a message is displayed.

If Factelligence has been configured to have “unique” passwords then the login screen above is displayed without the “User Name” field and you are required to provide a password only.

Login 19


Configurable Login TextIf enabled as part of the global setting for Factelligence, the login screen can display 6 lines (or more) of configurable text to inform users of security requirements or other such matters.

Figure 4 - Login Prompt Displaying Configurable Text

Unauthorized User LockoutIf Factelligence is configured with “Unauthorized User Lockout” enabled then, if the preset allowable number of unsuccessful logins is exceeded within the allowable time, a message is displayed and your login will be de-activated.

Password ExpiryIf Manager detects that your password has expired it will prompt you with a screen to allow change of password. On successful change of password you will then be logged on to Manager.

The password change process checks for:

• Correct current password

• New password is different to the current password

• New password has the required minimum number of characters

If any of these criteria are not met then an error message is displayed.



Figure 5 - Password Change Screen

LanguagesManager has full access to the Factelligence language tables and will display labels, tool-tips and messages in the language configured for you in Factelligence.

When Manager is launched the language used in the login dialog will be that of the last user that successfully logged in to Manager on the particular client machine. If there is no record of the last logged on user Manager will use the default language (English).

Your language ID is stored as a “browser cookie” on the client PC. If cookies are not enabled in your browser then Manager will not be able to remember the last logged on user language.

Reports cannot access the language tables and will have to be customized to suit another language.

Manager can also be launched in a “language debug” mode, which will display the string ID of all valid language table strings. This helps facilitate language table editing.

To launch Manager in this mode use the URL:

http://<server_name>/Factelligence/Manager/ManagerLang.htm

Menus and Interface Structure 21


Menus and Interface StructureWhen Manager is called from the browser it will open in a new browser window, leaving the existing browser window minimized and opened at the last used URL. The Manager window will not show any browser toolbars or menu bars. This maximizes available screen space for Manager and avoids scripting problems that can occur if the browser navigation or refresh buttons are used.

The user interface consists of 3 distinct sections:

Main Menu: (top frame) provides buttons to access the functions of:

• Job Status

• Labor Status

• Equipment Status

• WIP Inventory Status

• Reports

• Historical Reports

• Genealogy

• Help

Auxiliary Menu: (left frame) the options that appear here are dependent on the selection on the main menu and relate specifically to the active function.

Data Content: (center frame) data content is dependent on the selections in both menus.

Access to each function on the Main Menu is privileged and you must be granted the privilege(s) to access the function(s). If you do not have privilege granted for a particular function then the associated button is not displayed.

The active menu item in both menus will be highlighted to indicate current functional context.



Figure 6 - User Interface

Interface CustomizationBeing a web-based interface, all Manager files are text based and hence you have the ability to modify any aspect of the functionality or appearance.

Should you wish to modify the standard user interface then please refer to the “Factelligence Manager Developers Guide” and the “Factelligence Manager Software Guide” for assistance.

Note Modification of the user interface is global in that it affects all users.

HelpThe “Factelligence Online Help” system can be accessed via a button on the main menu. This will open the Help system in a separate browser window.

23


Chapter 5

Reports

You access the reporting feature via the “Reports” button on the main menu.

Factelligence uses the popular “Active Reports” reporting tool (by Data Dynamics) to provide reporting functionality.

Over 75 pre-configured reports are provided with the Manager application. A complete list of reports, their configuration and the associated queries can be found in the appendices of this specification.

All reports are parameterized to some extent allowing you to constrain the data for the report at run-time.

You can define and save sets of report parameters for quick viewing of common reports (see the section on “Favorites”).

You can create your own custom reports using the Factelligence “Report Designer” module and then incorporate these to be viewed as part of the Manager application.

By using the Factelligence “Supply Chain Connector” module, you are able to schedule reports to run automatically (eg: each day or shift or job) and be saved with their data to a file repository thus making common reports available automatically to all users (see the section on “Scheduling Reports”).

24 Chapter 5 Reports


When you access the reporting feature, the “Report Favorites” screen is loaded into the data content frame and the auxiliary menu contains the options:

Select: Select the report and time period for data collectionFilters: Select further optional data filtersFavorites: Save/retrieve report settingsView: View the selected report

At this point you may select a favorite and then view it or proceed to the “Select” screen.

Report SelectionThe “Select” screen consists of:

• a tree-view of reports where reports are grouped by category

• two calendars and time boxes to select the reporting period for data collection

Initially the calendar and time objects are hidden. When a report is selected that requires these parameters then the objects are displayed. By default (the first time the screen is loaded) both periods are set to today’s date.

Each user is setup in Factelligence with a report “View Level” access (0-999). Each report is configured with a required “View Level” (0-999). You will only see those reports in the tree that have a view level equal to or less than your view level access.

Following report and time period selection (if required) the user can now proceed to display the report or continue further to select filters.

Your selections for the report and the period start and end date-times are remembered and when you return to the selection screen the last used settings will be highlighted.

Data Filters 25


Figure 7 - Report Selection Screen

Data FiltersAvailable filters for reports are:

• Entity

• Item

• User

• Work Order

• Shift

• Custom Filter

Different reports have different filter options available based on the query used and how the report has been configured. Report configuration is done using the “Report Designer” module.

All reports provided with Manager will provide a section at the end of the report displaying the filters settings selected by the user for the report.

Current filter selections are remembered. When you return to the filter screen the last used settings will be highlighted. However, if you change report categories, all filters are cleared.



Primary FiltersAll filters except the Custom filter use objects on the filter screen to display their options. These are the “primary” filters.

Entities: a tree-view object displaying the hierarchy of entities and any optional entity groupings that exist. You can chose individual entities, parents or groups. Note that for this tree only, selecting a parent will not automatically select all children as parent entities can be reported on in their own right. A checkbox will toggle between the display of entity names or descriptions in the tree.

Items: a tree-view object showing items grouped by item class. In this case, selecting an item class will automatically select all items in that class. A checkbox will toggle between the display of item ID or description in the tree.

Figure 8 - Report Filter Screen

Users: a tree-view of users by group. A checkbox will toggle between the display of user ID or description in the tree.

Work Orders: a text box and a multi-select list. You may enter a work order (or more than one, separated by commas) into the text box, or select work orders from the list. By default the list is not shown unless the checkbox is checked. This is to prevent possible long delays in populating the list when there are a very large number of work orders in the system.

Shift: a multi-select list.

The screen also includes two buttons having the functions of:

• Clear This will clear all current filters

Favorites 27


• Custom Will open the Custom Filter dialog

Custom FilterThe Custom Filter dialog allows you to generate more complex filters if required. The screen consists of data entry controls and buttons as follows:

Filter String: resultant filter SQL stringFields: list of available fields in the query that can be used in the filterOperators: list of available comparison operatorsValues: list of available data typesApply: save the filter and return to the Filters screenCancel: cancel the option and return to the Filters screenClear: clear all selections and the filter string

By selecting (double-clicking) fields, operators and values you can build up a standard SQL statement which, at run-time, will be applied to the “WHERE” clause of the data query. On selecting “Apply” you are returned to the main filter screen and the custom filter is displayed in the text box. A custom filter may be used together with primary filters.

Figure 9 - Custom Filter Dialog

FavoritesYou have the ability to save, as a “Favorite”, the parameters (selection and filter) used to determine the data on which a particular report is generated. This will enable a way of quickly retrieving particular common report instances.



For example a particular report may be run each day. Once you have run the report you can save it as a favorite. When you recall the favorite, the stored settings are automatically applied to the selection and filter parameters and you can rerun the report as is or make minor changes to the parameters and then rerun the report.

The Favorites screen consists of data entry controls and buttons as follows:

• Stored Favorites: tree-view of currently saved favorites

• Selected Favorite: for the entry of a new favorite name

• Comments: a description of the favorite

• Save Options: determining the access context of the favorite

• Save: save the favorite

• Delete: delete the selected favorite

Figure 10 - Report Favorites Screen

Favorites can be saved as either “user specific” or “global”. Global favorites appear to all users in the “Global” branch of the tree. Favorites for the currently logged on user appear in the “My Favorites” section of the tree.

In order to save favorites for users other than yourself, you must have the required privilege. If this privilege is not granted then the option buttons are not displayed and you can only save favorites as “My Favorites”.

If the privilege is granted then you may save the favorite as yours only, as a global favorite (all users) or to selected users.

View and Print 29


By selecting the “Multi Users Favorite” option and then the “Save” button you are presented with a dialog containing a tree-view of all users who have view level access to the report associated with the favorite. By default you are already selected in the tree. Other users can then be selected and on selecting “Apply” the favorite is saved against all selected users.

Figure 11 - Multi User Selection Screen

View and PrintAll reports will be viewed in the browser UI using the “Active Reports” Viewer. The viewer provides, via a toolbar, all the functionality required to display (single or multi-page), move between pages, zoom and print.



Figure 12 - Report Viewer

The Reporting MechanismWhen a report layout is created using the Factelligence “Report Designer” module it includes an embedded ADO object that defines a database connection string and a SQL query. When the report is previewed in the designer it runs the embedded query to gather the data to report on. This provides for an efficient, iterative design and test environment. The resultant report layout is saved and then Report Designer is used to configure the report to run in Manager. Briefly this involves creating the required

query required query in the database and defining the relationship between the report, the query and the available filter options.

Viewing the report in Manager then involves a very different process. The Factelligence Web Server utilizes a feature of the reporting engine that allows the passing of a recordset to the report layout for processing. Based on the configuration information for the report, the Web Server will run the appropriate query, with period and filters applied to obtain the required data. The data is then applied to the report layout and the report is run. The server then uses another feature of the reporting engine, the WebCache service, to stream the resultant report graphic to the Manager client viewer.

Thus all the data acquisition and report processing is carried out by the Web Server not the individual clients.

Calling a Report from a Client Application 31


This is a very powerful mechanism as it allows a single report file and query to be used to generate an unlimited number of report results (by applying different filters). Similarly if a query is written generically enough it can be applied to multiple report layouts, further leveraging the reporting development effort.

Calling a Report from a Client ApplicationThe Manager application provides the user with a rich interface, enabling them to call reports and appropriate filters. When a report is launched, Manager actually calls a URL that returns the report viewer, complete with report and data, in an HTML page for viewing in a browser window.

Any other client application can do the same by calling the appropriate URL.

The correct format for the URL is as follows (assuming a standard Factelligence install):

http://<server_name>/Factelligence/Manager/ManagerActiveReport.asp?Session=<session_id>&Language=<language_id>&Action=View(or Print)&Report=<report_name>&Period=<time_period_values>&Filter=<filter_values>&Printer=<printer_path>(or blank for default printer)

Time period values must be formatted as follows:

Start Time$yyyy-mm-dd hh:mm;End Time$yyy-mm-dd hh:mmThe string may include one, both or neither of the time periods.

Filter values must be formatted as follows:

filter1$’val11’,’val12’,’val13’;filter2$’val21’;filter3$’val31’,’val32’Note the comma separated values are encased in quote marks.The string may include one, many or no filters. eg: Entity$’ent1’,’ent2’;Item$’item1’;User$’usr1’,’usr2’;Custom$oper_id = ‘15’



Some examples:

<server_name>/Factelligence/Manager/ManagerActiveReport.asp?

Session= 1234&Language=1&Action=View&Report=Production By Period&Period=Start Time$2002-10-14 07:00;End Time$2002-10-31 23:00&Filter=Entity$’ent1’,’ent2’;Shift$’1’&Printer=


Session= 1234&Language=1&Action=View&Report=Downtime By Shift&Period=Start Time$2002-10-14 07:00; End Time$2002-10-31 23:00&Filter=Entity$’ent1’;Custom$duration > ‘300’&Printer=


Session= 1234&Language=1&Action=Print&Report=Materials Usage&Period=&Filter=Item$’item1’,’item2’,’item3’&Printer=//Server/Laser1


Session= 1234&Language=1&Action=Print&Report=Specifications By Work Order&Period=Start Time$2002-10-14 07:00; End Time$2002-10-31 23:00&Filter=

Scheduling Reports 33


&Printer=

Note If no period or filter is applied or the default printer is to be used, the parameter name must still be included in the URL.

Scheduling ReportsBy using the Factelligence “Supply Chain Connector” (found in the Factelligence Supervisor module) you can schedule the running of any configured report and save the resultant report file to a pre-determined file location.

You can schedule commonly used reports (eg: daily production) to run once only and be available to many users at any time without multiple hits on the database.

Furthermore the file can be saved to any of the following formats:

RDF: Active Reports native formatPDF: Adobe formatXLS: Microsoft Excel formatRTF: Rich text format (Microsoft Word)HTM: HTML format

This also allows the reports to be viewed outside of the Manager application and files exported in Excel format lend themselves to further data manipulation.

In order to schedule a report the user is required to:

1 Configure a query with the appropriate parameters

2 Create a report template

3 Configure the report

4 Configure the schedule

Steps 1-3 are covered in the “Factelligence Report Designer User Guide”.

Step 4 will be described here for completeness. It is covered in detail in the “Factelligence Supervisor User Guide”.

Note The following screenshots are from the Supervisor module.

On opening the Supply Chain Connector feature of Supervisor, you will be presented with a screen as shown below.



Figure 13 - Supply Chain Connector Main Screen

A right-click on the “Export Schedules” heading in the tree will allow the creation of a new schedule. You will be presented with a series of tabs on the screen, initially open on the “Summary” tab. Here you will enter a name for the schedule, enable the Automatic Trigger option and Save.

Figure 14 - Export Schedule Summary Screen

Now that the schedule has been created you configure the various options.

Set the desired “Automatic Trigger”.

Scheduling Reports 35


Figure 15 - Export Schedule Trigger Screen

Select the required “Query”.

Figure 16 - Export Schedule Query Screen

Setup the “Transport” options as:

• Select the Transport Type of “Active Report”

• Determine what action to take if the file already exists. By selecting the “Create new file with datetime suffix” option the file will be created as “filenameYYYYMMDDHHMMSS”.

• Set the file-path of the resultant report file. Note that when Factelligence is configured there is a general system parameter “Root path for SCC exported report files”. This determines the file system root for all exported report files. You are free to create any subdirectory hierarchy within this root location. When choosing the file-path option the dialog will open to this root location and will not let you save to a file-path outside this location.

• Select the desired export format.

• Set the auto delete option. A setting of zero days will mean the file is never deleted.

• Chose the desired report template.



Figure 17 - Export Schedule Transport Screen

Determine the action to be taken after processing.

Figure 18 - Export Schedule Action Screen

Once the schedule is fully configured then the “Test” button on the Summary screen will allow you to test the export. The “Logs” tab will show a history of the result of all export attempts and resultant errors if they occur.

37


Chapter 6

History

The reports history feature is accessed via the “History” button on the main menu.

Reports that have been exported to the file system (refer above section) can be viewed from within Manager using this feature.

On selecting this option you are presented with a screen containing a tree-view of all saved exported report files. The icons on the tree indicate the type of the file.

Figure 19 - History Screen

38 Chapter 6 History


You select a report and then the “View” button in the auxiliary menu. A new browser window will be opened and the report displayed using the appropriate viewer application. Any number of reports may be open at any time.

Note The display of the reports of particular types may require you to install the appropriate viewer plug-in for Internet Explorer. These are not provided with the Manager application.

Figure 20 – Sample Viewing of Historical Reports

39


Chapter 7

Status Tables

Four buttons in the main menu provide access to status displays (tables) for the important production metrics of:

Jobs: Status of all jobs in the systemEquipment: Status of all entities that record utilizationLabor: Status of all currently active usersInventory: Details of all work in process inventory

Each table is privileged and you must have the required privilege to access the table. If the privilege is not granted for a particular table then the button will not appear in the main menu.

Specific details of the individual status tables will be discussed in the following sections. Common features will be discussed in this section.

Each time you open a status page or change the filter options, the data is refreshed from the database.

An auto-refresh option also exists so that the data is refreshed periodically as long as the Manager content section is displaying the status page. This will function even if the browser window is minimized.

You can manipulate the format of the status grid and filter the data to suit.

On leaving a particular status screen, when another Manager main menu option is selected, the settings for the screen (column, filter, refresh) will be remembered. When you return to that screen it will appear as last viewed.

Furthermore particular settings for the status table can be saved as a “View” for easy retrieval later.

40 Chapter 7 Status Tables


When you select one of the status options from the main menu the appropriate status screen is loaded into the data content frame (View mode) and the auxiliary menu contains the options:

• Filter

• Views

• View

Table View

Figure 21 - Status Table View Mode with Popup Menu

The columns of the table can be moved (click and drag column header) and their width adjusted (click and drag column separator) and the table can be sorted by up to three levels (columns) in ascending or descending order. Click on the column header to sort, click again to reverse the sort, and hold the CTRL key down while clicking to invoke multiple sorts.

Right clicking anywhere in the screen will open a popup menu with the options:

• Arrange Columns

• Change Column Heading

• Set Auto Refresh Rate

Table View 41


Arrange ColumnsWhen this option is selected from the popup menu you are presented with a dialog containing lists of currently hidden and visible columns. Visible columns are listed in the order displayed.

Figure 22 - Arrange Columns Dialog

You may select one or multiple columns and transfer them between lists using the central buttons. The buttons on the right side provide an alternate mechanism for the re-ordering of visible columns.

Change Column HeadingWhen this option is selected from the popup menu you are presented with a dialog to allow the entry of a new column heading. Note that the target column is that which the mouse was over when the popup menu was opened.



Figure 23 - Change Column Heading Dialog

Set Auto Refresh RateWhen this option is selected from the popup menu you are presented with a dialog to allow the data refresh rate for the screen to be altered.

By default the refresh rate is 300 seconds (5 minutes) and this has no upper limit but does have a lower limit of 60 seconds.

Figure 24 - Set Auto Refresh Rate Dialog

Data FiltersWhen this option is selected from the auxiliary menu you will be provided with a user-friendly screen to assist in the creation of a data filter (similar to the Filter screen in the Reports section). The filter created will be applied to the table data when next viewed and at every subsequent refresh until the filter is changed or a new view is selected.

Primary FiltersThe following filters are available for status tables. Not all filters are relevant to all tables.

Filter Type Applies to Status TablesEntity Tree-view AllItem Tree-view Job, InventoryUser Tree-view LaborWork Orde Textbox & List Job, InventoryShift ListJob State List JobEntity State List EquipmentItem Grade List Inventory

Data Filters 43


Item State List InventoryCategory List LaborDepartment List LaborCompleted Jobs Textbox JobCancelled Jobs Textbox JobCustom Dialog All

Figure 25- Job Status Filter Screen

Each filter screen also includes 2 buttons having the following functions:

• Clearclear all current filters

• Customopen the Custom Filter dialog

Custom FilterThe Custom Filter dialog allows you to generate more complex filters if required. The screen consists of data entry controls and buttons as follows:

Filter String: resultant filter SQL stringFields: list of available fields in the query that can be used in the filterOperators: list of available comparison operatorsValues: list of available data typesApply: save the filter and return to the Filters screenCancel: cancel the option and return to the Filters screenClear: clear all selections and the filter string

By selecting (double-clicking) fields, operators and values you can build up a standard SQL statement which, at run-time, will be applied to the “WHERE” clause of the data query. On



selecting “Apply” you are returned to the main filter screen and the custom filter is displayed in the text box. A custom filter may be used together with primary filters.

Figure 26 - Custom Filter Dialog

ViewsViews are a very similar concept to the Report Favorites discussed previously.

Once you have setup the table to display information in a particular way (columns, sorts, filters) you may save this as a ‘View’. Multiple views may be saved for a given status table.

The “Views” screen consists of data entry controls and buttons as follows:

Stored Views: tree-view of currently saved viewsSelected View: for the entry of a new view nameComments: a description of the viewSave Options: determining the access context of the viewSave: save the viewDelete: delete the selected view

Views 45


Figure 27 - Status Table Views Screen

Views can be saved as either “user specific” or “global” views. Global views appear to all users in the “Global” branch of the tree. Views for the currently logged on user appear in the “My Views” section of the tree.

In order to save views for users other than yourself, you must have the required privilege. If this privilege is not granted then the option buttons are not displayed and you can only save views as “My Views”.

If the privilege is granted then you may save the view as your view only, as a global view (all users) or to selected users.

By selecting the “Multi Users View” option and then the “Save” button, you are presented with a dialog containing a tree-view of all users that have the privilege to view the status table in question. By default you are already selected in the tree. Other users can then be selected and by invoking the “Apply” command, the view is saved against all selected users.



Figure 28 - Multi User Selection Screen

When a view is selected and you return to the View screen, the data table automatically configures itself to the saved view settings and the data is refreshed using the saved filter values.

47


Chapter 8

Job Status

Refer to the “Status Tables” section for information on the common functionality of all the status tables.

Table ViewOn selecting “Jobs” from the main menu the user is provided with a status table showing the current status information for each work order in the system.

Figure 29 - Job Status Table

The data in the table is refreshed on opening the screen or altering the filter and periodically at the configured refresh rate while the screen is open.

48 Chapter 8 Job Status


Data FiltersAvailable data filters are: Entity, Item, Work Order, Job State, Custom

The Job Status screen also has two specific time based filters to allow the display of cancelled and completed jobs to be limited historically, thus preventing very large datasets being pulled from the database and adversely affecting application performance. A value of ‘0’ for these filters will cause all jobs of that type to be displayed.

Figure 30 - Job Status Filter Screen

Process Flow DiagramIf you double-click on any job in the table a process flow diagram for the associated work order will open.

The diagram consists of:

• An object for each operation defined for the work order

• An object for each sequence (entity) within the operation

The current state of the sequence is reflected in the color of the object and the quantity required and produced is displayedIf the current state is ‘RUNNING’ then the entity displayed is the “run entity” else the “target scheduled entity” is displayed.

• Arrows between objects show the process flow and indicate the % production allocation to each path

Process Flow Diagram 49


Figure 31 - Process Flow Diagram

50 Chapter 8 Job Status


51


Chapter 9

Equipment Status


Table ViewOn selecting “Equipment” from the main menu the user is provided with a status table showing the current status of each entity in the system for which utilization monitoring capability is enabled.

Figure 32 - Equipment Status Table

52 Chapter 9 Equipment Status



Data FiltersAvailable data filters are: Entity, Entity State, Custom

Figure 33 - Equipment Status Filter Screen

Utilization KPI ChartsIf you double-click on any entity in the status table a dialog will open containing a series of utilization KPI charts for that entity.

The KPI screen consists of:

• A stacked bar chart showing the relative (%) and actual (hh:mm:ss) time in each defined utilization state.

Clicking on the bar chart will change the context of the other bar charts to reflect the chosen state.

• A bar chart showing the time in minutes for each state reason group

Clicking on any bar will change the context of the reason chart to that group

• A bar chart showing the time in minutes for each state reason

DNC Status Monitoring 53


• Option buttons for selecting the time period for analysis:

• This Shift• Last Shift• This Day• Last Day• Last 24 hours

Figure 34 - Utilization KPI Charts

DNC Status MonitoringIf the client PC has the Factelligence client install, then for all entities that are configured for DNC capability, Manager will display the status of communication with those entities via three columns:

DNC Status: displays a color coded status message (“Idle” = blue, “Download” = green, “Upload” = magenta, “Offline” = red).

Filename: if the status is file upload or download this will display the name of the file being transferred.

Pct Complete: if the status is file upload or download this will display the percent progress of the operation.

Note DNC status monitoring requires the Factelligence client install on the PC. If Manager cannot find the required client files an error message will be displayed on startup.

54 Chapter 9 Equipment Status


55


Chapter 10

Inventory Status


Table ViewOn selecting “Inventory” from the main menu you are provided with a status table showing the current details of all work in process (WIP) inventory in the system.

Note that WIP inventory is defined as any in process material that has been configured to be monitored as WIP by Factelligence.

Figure 35 - Inventory Status Table

56 Chapter 10 Inventory Status



Data FiltersAvailable data filters are: Entity, Item, Work Order, Item Grade, Item State, Custom

Figure 36 - Inventory Status Filter Screen

57


Chapter 11

Labor Status


Table ViewOn selecting “Labor” from the main menu you are provided with a status table showing the current status information for all labor resources currently active in the system.

Figure 37 - Labor Status Table

58 Chapter 11 Labor Status



Data FiltersAvailable data filters are: Entity, User, Work Order, Labor Category, Labor Dept, Custom

Figure 38 - Labor Status Filter Screen

59


Chapter 12

Genealogy

The genealogy analysis feature is accessed via the “Genealogy” button on the main menu.

This feature provides you with the ability to trace the complete genealogy (forwards or backwards) of any materials lot (produced or consumed) managed by the Factelligence application.

Access to the Genealogy feature is privileged. If you do not have the required privilege then the button will not be available on the main menu.

Data FiltersWhen the feature is first opened the user is presented with the “Filter” screen. A number of filters are available to limit the scope of the data analysis as the amount of such information within the database can become very large.

Filters provided are:

• Start and End Time

• Item

• Work Order

60 Chapter 12 Genealogy


Figure 39 - Genealogy Filter Screen

A “Clear” button is provided to clear all filters.

Note The filter selections will cause the data returned to be constrained exactly by those filters. This may mean that the full genealogical information about a particular lot may not be returned in the initial pass if certain historical information falls outside the period selected (for example). This is deliberate so as to minimize the amount of unwanted data returned. So it is important to set the filters so that the data returned at least contains the primary lot (finished good or consumed material) that requires analysis. Once this is established further drilldown to the genealogy is then possible.

The auxiliary menu contains two buttons - “Filter” and “View” - for navigation between screens.

Viewing GenealogyThe Genealogy screen presents you with a tree-view of produced and consumed lots together with a list of unique lots numbers.

Viewing Genealogy 61


Figure 40 - Genealogy Screen

The tree-view hierarchy is as follows:

Work Order ID|____ Operation ID : Entity Name

||____ Produced| |____ Lot No : Item Desc| |____ ……………|____ Consumed

|____ Lot No : Item Desc|____ ……………

Produced Lots Genealogy (backwards genealogy)Double-click on any produced lot will expand the tree to show the full backwards genealogy of this lot ie: all the lots that were consumed making this lot and the backwards genealogy of those component lots right back to the original raw materials.

Note The drilldown operation will invoke a number (one or more) of iterative database searches based on the lot number (and subsequent component lots) to supplement the original data with that required to complete the genealogy for the chosen lot. With a large database this may take some time.



Figure 41 - Produced Lot Backwards Genealogy

Consumed Lots Genealogy (forwards genealogy)Double-click on any consumed lot will expand the tree to show the full forwards genealogy of this lot ie: all the produced lots that consumed this lot and the forward genealogy of those produced lots right through to final products.

Note The drilldown operation will invoke a number (one or more) of iterative database searches based on the lot number (and subsequent produced lots) to supplement the original data with that required to complete the genealogy for the chosen lot. With a large database this may take some time.

Viewing Genealogy 63


Figure 42 - Consumed Lot Forwards Genealogy

Lot Details and Inventory CheckBy right clicking any lot in the tree a dialog is presented displaying the work order, operation and sequence pertaining to the lot.

If you select the ”OK” dialog button then Manager will go to the Inventory status screen filtered by the selected item and lot. This is a quick way of searching for any lot in WIP. On return to Genealogy the tree-view is restored with the selected lot highlighted.

Figure 43 - Lot Details Dialog



Search for LotsBy selecting one or more lots in the lot list and then “Go” the tree will be expanded to all instances of the chosen lot(s) and they will be highlighted.

Note The search operation will invoke a number (one or more) of iterative database searches based on the lot (and related genealogy) to supplement the original data with that required to complete the genealogy for the chosen lot. With a large database this may take some time.

Figure 44 - Lot Searching

65


Appendix A

Predefined Reports

The following predefined reports are included with Factelligence and available in Manager. They are listed by category (how they appear in the reports tree).

Category Report Description

Production Production by Period Display production data by item class/item over a given time period

Production By Work Order

Display production data by work order over a given time period

Production By Entity Display production data by entity over a given time period

Production By Entity Group

Display production data by parent entity over a given time period

Production By Shift Display production data by entity/shift over a given time period

Shift Production Trend

Display line graphs of production by shift for entities over a given time period

Job Status Display job status for a given time period (similar to Queue screen)

Job Event History Display job event data by work order over a given time period

Queue Time Calculates the estimated queue time for work orders on the selected entities

66 Appendix A Predefined Reports


Rejects Rejects Analysis Display pareto graphs of rejects by reason and group

Rejects By Period Display rejects data by item class/item over a given time period

Rejects By Work Order Display rejects data by work order over a given time period

Rejects By Entity Display rejects data by entity over a given time period

Rejects By Shift Display rejects data by entity/shift over a given time period

Consumption Consumption By Period

Display consumption data by item class/item over a given time period

Consumption By Work Order

Display consumption data by work order over a given time period

Consumption By Entity

Display consumption data by entity over a given time period

Consumption By Shift Display consumption data by entity/shift over a given time period

Materials Reconciliation

Display usage against standard by item over a given time period

Waste Waste Analysis Display pareto graphs of waste by reason and group

Waste By Period Display waste data by item class/item over a given time period

Waste By Work Order Display waste data by work order over a given time period

Waste By Entity Display waste data by entity over a given time period

Waste By Shift Display waste data by entity/shift over a given time period

Utilization Utilization Analysis Display bar graph of utilization data

Utilization By Period Display utilization data by entity over a given time period

Utilization By Work Order

Display utilization data by entity/work order over a given time period

Utilization By Item Display utilization data by entity/item over a given time period


67


Utilization By Shift Display utilization data by entity/shift over a given time period

Utilization Event Log Display chronological event log for entities

Downtime Downtime Analysis Display pareto graphs of downtime by reason and group

Downtime By Entity Data and chart of downtime occurrences by reason for selected entities

Downtime By Period Display downtime data by entity over a given time period

Downtime By Work Order

Display downtime data by entity/work order over a given time period

Downtime By Item Display downtime data by entity/item over a given time period

Downtime By Shift Display downtime data by entity/shift over a given time period

Labor Labor By Period Display labor data by category over a given time period

Labor By Work Order Display labor data by work order over a given time period

Labor By User Display labor data by user over a given time period

Labor By Shift Display labor data by shift over a given time period

Labor Usage Log Display chronological labor usage by user

Labor Variance By Work Order

Display labor variance for a work order

Traceability Traceability By Work Order

Display WIP status of work orders including step status

Genealogy Genealogy By Work Order

Display materials consumed details for produced goods

Usage By Item Display lot usage data for all consumed items over a given time period

Certification Certification History Display certification data by work order/step over a given time period




Specification Specifications By Work Order

Display actual and standard specification data by work order over a given time period

OEE OEE By Period Display OEE data by entity over a given time period

OEE By Shift Display OEE data by entity and shift over a given time period

OEE By Shift Trend Data and trend of OEE KPIs by shift for selected entities and shifts

OEE By Item Display OEE data by entity and item over a given time period

OEE By Work Order Display OEE data by entity and work order over a given time period

OEE By Entity Data and bar chart of OEE for selected entities

Performance By Work Order

Display performance statistics for entities by work order

Audit Trail Audit Trail History Display all audited table data changes over a given time period

Audit Trail Summary Display summary of number of audit trail entries by table over the given period

Table bom_item Changes

Display audited data changes for the bom_ver table over a given time period

Table item_cons Changes

Display audited data changes for the item_cons table over a given time period

Table labor_usage Changes

Display audited data changes for the labor_usage table over a given time period

Table item_prod Changes

Display audited data changes for the item_prod table over a given time period

Table bom_ver Changes

Display audited data changes for the bom_ver table over a given time period

Data Log Data Log 16 Display data log values for a work order

Data Log 48 Display data log values for a work order

Cost Work Order Costs Display labor and machine costs for a work order


69


Barcode Barcode Sample Display sample barcode label for standard printer

DNC DNC Acitivity Log Display events in the dnc_log table

Inventory Inventory Transfer Display inventory transfer transactions

Inventory Status Display inventory location status and contents

Yield Yield By Work Order Display yield statistics by work order

Lean Mfg Current vs Minimum Inventory

Display the current vs minimum inventory levels for items where a minimum is defined

Kanban Job Frequency

Display (and graph) the number of jobs released per day for Kanban items only for a given time period

Kanban Job Status Display job status for Kanban items only for a given time period




71


Index

AAim 7Assumptions 7

CCalling a Report from a Client Application 31

Client Browser Settings 11Content 7

DData Filters 25, 42, 48, 52, 56, 58, 59

Custom Filter 27, 43Primary Filters 26, 42

DNC Status Monitoring 15, 53

EEquipment Status 51

FFavorites 27

GGenealogy 59Genealogy Tree 9

HHelp 22

History 37How to Use this Guide 7

IInstallation and Setup 11Integration with Lighthouse SPC 15Interface Customization 22Introduction 7Inventory Status 55

JJob Status 47

LLabor Status 57Languages 20Login 17

Configurable Login Text 19Password Expiry 19Unauthorized User Lockout 19

MMenus and Interface Structure 21

OOver 75 pre-defined Reports 9

72 Index


PProcess Flow Diagram 48

RReference Material 8Report Selection 24Reports 23

SScheduling Reports 33Security and the User Interface 17Status Tables 9, 39System Settings and Privileges 13

TTable View 40, 47, 51, 55, 57

Arrange Columns 41

Change Column Heading 41Set Auto Refresh Rate 42

The Reporting Mechanism 30

UUtilization KPI Charts 52

VView and Print 29Viewing Genealogy 60

Consumed Lots Genealogy (forwards genealogy) 62Lot Details and Inventory Check 63Produced Lots Genealogy (backwards genealogy 61Search for Lots 64

Views 44

Documents

Factelligence Manager