Solving Automation Reporting Problems with Dream Report

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Solving Automation Reporting Problems with Dream ReportRenee SikesApplications EngineerDream Report Brand ManagerAgendaChallenges in automation reportingHow Dream Report meets these challengesReal examples of Dream Report in use: Energy Consumption ManagementOEE and PerformancePreventative Maintenance ReportsSales informationQ&A

Reporting for AutomationCommon ProblemsAccessing both real-time and historical data from numerous sourcesCostly to implementRequires IT, programming skillsManual data entryDistribution and automation of reportsResource intensiveCostly to maintainMobile supportQuality support and trainingLicensing

Dream Report is the solution!

AgendaChallenges in automation reportingHow Dream Report meets these challengesReal examples of Dream Report in use: Energy Consumption ManagementOEE and PerformancePreventative Maintenance ReportsLive DemoCommercial ReviewQ&A



Solution: Breadth and Depth of Data Connectivity OptionsAggregates data from real time data sources, and existing historical sourcesAccess process and alarm dataDesigned for both Continuous and Batch processesComplements existing SCADA and MES applications

How? Variety of Data Types and SourcesSupports direct connection to existing OPC data sourcesOPC DA, OPC HDA, OPC A&ECan be connected to one or multiple ODBC databasesSQL Server, Oracle, MS Access, etcBuilt-in custom drivers for connecting to a variety of historiansEx. iFix/Proficy, Emerson, Pi, etc.



Solution: Reduce Engineering TimeSpeed up report development time by 15-20 timesQuickly and easily bring data into valuable, professional looking reports with Project WizardUse in virtually any industry

How? Project WizardQuickly develop project basicsContinue design in normal working modeEasy-to-use, intuitive wizardProject NameConnect to a Data SourceDefine Data Archiving ParametersDefine Batch InformationReport Design



Solution: Provide easy to use interfaceDream Report offers many integrated tools to make analysis of data painlessSimple design interfaceDynamic Data ObjectsPerform simple or complex calculationsBasic MathComplex ExpressionsSmart functions

How? Dynamic Data ObjectsAutomatically extract data from data source to build reports dynamicallySimple to add to a reportSimple configuration windowsDisplay values in widget format16 Different Dynamic Object Types with 100s of configuration optionsSimple Statistical ObjectsCompound DataExpression DataDynamic TextPage NumberAdvanced SQL ConditionDate&Time Item TableFreeTableAutomatic Statistical TableStep TableSQL Query TableAlarmTablePie GraphBar GraphLine ChartIndicator

How? Automatic Setpoint Analysis Smart analysis of processes based on a stability setpointsAutomatic detection of stability periods, as well as entry and exit points of those stability periodsCalculate ROC before and after setpointAutomatically determine process success or failure based on setpoints



Solution: Manual Data Entry OptionsDream Report 4+ provides new Manual Input driverWrites values directly to databaseProvides a Manual Values Editor to enter valuesDesktop and web portal interface

How? Manual Values EditorUse date/time picker to set timestamp of dataManual driver tracksOriginal ValuesEach value correction operationSeparate timestamps of the operation and the value associated timeExtract manual values for reporting by: All valuesOnly original valuesOnly validated valuesOnly non-validated values



Solution: Scheduler and Automatic Distribution MethodsAutomatically generates and distributes .pdf, .xls, and web-enabled reportsAutomatic ScheduleDistribution MethodsDynamic Report GenerationWeb Portal

How? Automatic Report GenerationGenerate on a scheduleAny time period, and combination of week daysMonthly, yearly, weekly, dailyGenerate on a specific time intervalDefine as many generation periods as you wantGenerate on eventUse a data source item as a trigger for report generation

How? Automatic Report DistributionDistribute reports to: WebEmail PrintFile ServerCombine distribution methods for increased reliability

How? Dynamic Report Generation

Generates reports on demand, where time period is defined by user at runtimeRe-create lost reportsIncrease time resolution for detailed problem analysisAvailable in both Runtime Management Console and through Web Portal



Solution: Reduce Resource RequirementsHuman ResourcesNo specialized knowledge requiredSimple configuration saves time and moneyCan save the cost of a full-time job

System ResourcesDream Report does not require a dedicated server class machineRun on the same machine as OPC server, SCADA or historian

How? Report Templates

Create Page and Report templatesAdd features such as: Header and footersReport SettingsTag DictionaryExcel Export SettingsSave the template in a protected format

How? Virtual Report InstancesCreate multiple pre-defined instances of the same report templateUse the same template with different pre-defined tagsUse built-in Search and Replace feature to quickly change out tags



Solution: Provide Tools for Easy MaintenanceDream Report creates and manages files and folders for youUser ManagementAudit Trail and Version ControlHot backup Configuration

How? File Folder management

Automatically name report filesAutomatically copy reports to a backup locationAutomatically create yearly or monthly sub foldersAutomatically delete old files

How? User Management

Define Users and User Group Authorization for access to different project moduleControl access to:Designer StudioData configurationRuntime engine: generating reports and stopping the engineWeb PortalDefine access rights for individual reports within a project

How? Audit Trail and Version ControlTrack design versions of the reportLog and track all changes between versionsRoll-back to a specific version numberVersion Control Elements: Object configurations(tags, times, appearance, etc)Deleting an objectAdding a new objectMoving an object locationAudit Trail Logs: Version IDTimestampUser nameUser commentModification TypeObject TypeModification Description

How? Hot Backup Configuration

Increase reliability of your reportsRun a reporting station as a redundant system, tied to a main stationUser defined rate for ping frequency to verify that primary node is runningDoes not duplicate data or reportsReporting for AutomationCommon ProblemsAccessing both real-time and historical data from numerous sourcesCostly to implementRequires IT, programming skillsManual data entryDistribution and automation of reportsResource intensiveCostly to maintainMobile supportQuality support and trainingLicensing


Solution: Provide Mobile InterfaceDream Report lets you access your reports from anywhere in the worldAccess .pdf or Excel reports through the webPublish to Intranet or Internet

How? Web PortalIdeal solution for distributing and sharing reports over the Internet/intranetPassword protected to display only authorized reportsVisualize existing reports from the project from any web-enabled deviceGenerate any report on user demand in real-timeManually enter data and log to a database



Solution: Backed By Software ToolboxFull documentation providedSoftware Toolbox Sales and Technical Support Team

Two hour target support response time: Average over 2011 1 hourReporting for AutomationCommon ProblemsAccessing both real-time and historical data from numerous sourcesCostly to implementRequires IT, programming skillsManual data entryDistribution and automation of reportsResource intensiveCostly to maintainMobile supportQuality support and trainingLicensing


Solution: Easy Licensing OptionsDream Report offers several options: Hardware Key .dat file software licenseLink to customer external licenseiFixWizconPcVue

Product ArchitectureAutomatically Publish and DistributeGenerate and executeDesign and configureData LoggerReal-Time Data and AlarmsAccess existing 3-d party archivesDesign ReportsConfigure Data AggregationGenerate ReportsHMIs, PLCs, DCS, SCADA, K A FWeb PortalFile ServereMailPrintersMobile

Connect to Data Sources

HISTORIAN access OPC HDA ODBC & OLE CSV files Native drivers for proprietary archivesREAL TIME data and alarms - OPC DA-AE - Native DriversDream Report logger can archive real time data into any open database SQL Server MySQL Oracle Access

Provide DataProvide DataProvide DataProvide Reports

Design reports in easy environment Use Page Templates Use Report TemplatesDefine and execute periodically any type of calculations:Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation

Automatically: On Schedule On EventManually:Select ReportChange period or select batchGenerate new report

AgendaChallenges in automation reportingHow Dream Report meets these challengesReal examples of Dream Report in use: Energy Consumption ManagementOEE and PerformancePreventative Maintenance ReportsSales InformationQ&A

Energy Efficiency Reporting Saving Energy requires:2. Locate cost centers and analyze them 3. Work out optimization decisions1. Measure Energy Consumption4. Measure energy saving effect

Measure Energy Consumption Integrated tools to get counter information Automatic built-in smart functions to calculate consumption Calculate and Display energy consumption as:- Numeric value- Chart- Bar graph- Dashboard- Energy Indicator Integrated functions to calculate produced energy (for heating) Integrated functions to calculate produced emission (for heating)

Locate Energy Cost Centers Compare Energy Consumption between similar facility unitsCompare energy consumption for the same unit for different periodsUse integrated reporting tools to measure Energy Efficiency: Energy SignatureEnergy Indicator

Example Reports

Operating Efficiency Evaluation and PerformanceDream Report has integrated built-in tools to calculate: Equipment Running timeEquipment Down TimeOn Counter/Off CounterSystem AvailabilityProduct KPIsConditional calculations

Proactive Maintenance ReportsAutomatic report generation and distribution upon calculated OEE dataGenerate and send report as soon as up time reached pre-defined valueGenerate and send service request upon equipment running timeLet system analyze and control maintenance of your equipment for you

AgendaChallenges in automation reportingHow Dream Report meets these challengesReal examples of Dream Report in use: Energy Consumption ManagementOEE and PerformancePreventative Maintenance ReportsSales InformationQ&A

What Tools are Needed?Licensing based on tag and web portal countContact us to discuss your projectLike what you see? Have a project in mind? Let us show you how Dream Report can solve your reporting needsFree Demo AvailableLimits to 25 tagsDevelopment will run for unlimited time, Runtime for 30 minutes at a time

www.softwaretoolbox.com/DreamReport51Remove pricing info. Contact us for one to one meetingContact Information & Other Learning OpportunitiesQuestions later?Renee [email protected] Toolbox Tech [email protected] or +1 704-849-2773 Product Websitehttp://www.softwaretoolbox.com/dreamreportOther learning opportunitiesRecording of this webinarVisit softwaretoolbox.webex.com52

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Solving Automation Reporting Problems with Dream Report