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Copyright © SyTech, Inc. 2019. All rights reserved.
Who Is SyTech?
• Overview
– Founded in 1994
– Head Office in Massachusetts, USA
– Started As System Integrators
• Produced Reports with Custom Code
– Software Vendor in 1996
• Siemens Relationship in 2008
Copyright © SyTech, Inc. 2019. All rights reserved.
What Do We Do?
• Develop XLReporter Software
– Over 70 Connectors to Industry
• PLCs, IoT Devices,
• Historian and Alarms
• Databases, Text
• Provide First Class Support
– Dedicated Staff
Copyright © SyTech, Inc. 2019. All rights reserved.
Background
• Observation
– Microsoft Excel Is Widely Used
• Over 1B Users or 1 in 7 people
• Templates available on the Internet
• Objective
– Take Workbook Technology to Industry
– Avoid Installing Office and still be able to…
• Design Workbook Templates
• Produce Reports in Workbook, PDF and Web
• Distribute Automatically
• Solution
– XLReporter
• Propels Users to “Go Beyond Excel”
Copyright © SyTech, Inc. 2019. All rights reserved.
“Go Beyond Excel”
• Workbook to Web
– Automatically
• Built-in Scheduler – On Time or Events
– On Demand
• Windows Desktop
• Web Browser – Responsive View
• Security
– 21CFR Part 11 Features
• User Authentication
• Audit Trail
• Version Control
• Electronic Signatures
Copyright © SyTech, Inc. 2019. All rights reserved.
“Go Beyond Excel”
• Responsive Reports
Desktop View Mobile View
Copyright © SyTech, Inc. 2019. All rights reserved.
Siemens Connectors P
lant F
loor
To B
ack O
ffic
e
OPC DA, OPC UA
WinCC/PCS7 Realtime
Real Time Historical Database
From $995
XLReporter Analytics
Manual Data Entry
WinCC/PCS7 Historian
Relational Database
e.g., SQL Server
No Limits Tags, Templates,
Reports
WinCC Alarms
Apogee Alarms WinCC Advanced
Copyright © SyTech, Inc. 2019. All rights reserved.
Siemens Integration – Windows Client
• User Interface
– Thick Client
• Windows Overlay
• Launch from pushbutton
• Tag Catalogs
– User Benefit
• View scheduled reports
• Produce reports on-demand
• Apply eSignatures
On-demand or
scheduled reports
Copyright © SyTech, Inc. 2019. All rights reserved.
Siemens Integration – Web Browser
• User Interface
– Thin Client
• Web browser
• Launch from pushbutton
• Provide Report Views
– Desktop, Tablet, Mobile
– User Benefit
• View scheduled reports
• Produce reports on-demand
Web Browser mobile
view on-demand or
scheduled reports
Copyright © SyTech, Inc. 2019. All rights reserved.
Standard RT - $995
Suite RT - $1295
Suite - $1595
Professional - $1995
Team - $2595+
Single Station Multi Users
Pla
nt F
loor
To B
ack O
ffic
e
Editions
Priced for
Any Budget
Copyright © SyTech, Inc. 2019. All rights reserved.
XLReporter Workflow Connect Design Report Distribute
Copyright © SyTech, Inc. 2019. All rights reserved.
Connect – Design – Report - Distribute
• Data Connectors – Over 70 connectors
• No Usage Limits
– Industry and Business Standards • OPC, ODBC, OLE DB
• Data To Information – Standard Calculations
• Minimum, maximum and average
– Industry Specific Calculations • How many times did the pumps cycle
• How efficiently is equipment utilized
• What are the top 5 occurring alarms
– Advanced Calculation • When did Alarm Floods occur
• CT values during peak flow
Industry calculations
Copyright © SyTech, Inc. 2019. All rights reserved.
Connect – Design – Report - Distribute
• Design a Workbook Template
– Template Library “out-of-the-box”
• Reports in minutes, guaranteed!
– Template Studio (two choices)
• Use existing knowledge
• Custom charts, format and formula
• Use Existing Templates
– Regulatory State Reports
• MOR, SWTR
Design Studio
Design Studio (built in Excel)
Copyright © SyTech, Inc. 2019. All rights reserved.
Connect – Design – Report - Distribute
• Schedule
– On Time
• End of each shift
– On Event
• During a machine cycle
• Schedule Tasks
– Archive reports
• Compress, Move, Delete
– Run third party scripts
• Dynamic Report Names
consistent with the Template
Workbook
Encrypted PDF
Web Page
Copyright © SyTech, Inc. 2019. All rights reserved.
Connect – Design – Report - Distribute
Good Morning Team,
Enclosed is Filtration-
2019-03-09.pdf
Copyright © SyTech, Inc. 2019. All rights reserved.
• Objective – Store data from PLC every hour
– New report every day in a monthly workbook
– Name the report by date
– Manage reports folders
• Solution
– Create the report at start of day
– Read PLC data every hour
• Offset data into the report using the hour value
– Provide a “handshake” to the PLC
Case Study: Process Summary Report
Copyright © SyTech, Inc. 2019. All rights reserved.
• Metrics and Analytics
– Standard Calculations
• Minimum, Maximum and Average
– Industry Specific Calculations
• How many times did the pumps cycle
• How efficiently is equipment utilized
• What are the top 5 occurring alarms
• On-Demand Reports
• Dashboards
– Access Local or across the network
XLReporter with History Data
General • First sample
• Time of first sample
• Last Sample
• Time of last sample
• Maximum
• Time of maximum
• Minimum
• Time of minimum
• Count
• Average
• Total
• Deviation
• Variance
• Quality
Accumulation • First accumulation
• Last accumulation
Difference • First difference
• First accumulated difference
• Last difference
• Last Accumulated difference
Sample Analysis • Sample count
• Sample duration
Performance • State count
• State duration
• ON count
• ON duration
• OFF count
• OFF duration
Energy • Produced energy
• Produced emission
Pulse Analysis • Pulse count
• Pulse duration
• Pulse maximum
• Time of pulse maximum
• Pulse minimum
• Time of pulse minimum
Copyright © SyTech, Inc. 2019. All rights reserved.
• Objective – Collect process analytics for the business system
• Predictive analysis
• Asset management
• Quarterly, annual executive reports
– Perform periodically
– Write the data to a database or text file
Case Study: Business Proxy Report
• Solution
– Calculate metrics from Historian periodically
• Equipment run times
• Production totals
– Create a daily report for plant use
– Export to XML file to DMZ as requested
– Import to business system by the IT group
Historian CSV, XML
SQL Server, SAP
Copyright © SyTech, Inc. 2019. All rights reserved.
• Full Service
– Small/Medium Alarm Systems
• SyTech
– Large Alarm Systems
• SyTech + exida
• exida
– Consulting Services
• SyTech
– Benchmark
– Monitor and Assess
ISA 18.2 Alarm Management
Copyright © SyTech, Inc. 2019. All rights reserved.
Monitoring and Assessment
• “Out of Box” or Custom Templates
• Report Periodically
• Report On-Demand
• Combine with Process Data
Copyright © SyTech, Inc. 2019. All rights reserved.
Top Alarm Sources The percentage of alarms coming from the most
frequent alarm sources relative to the total alarm count
Contributors
Nuisance Alarms (which tend to get ignored over time)
Misuse of the Alarm System
Top Ten Alarms create 31% of
notifications!
Copyright © SyTech, Inc. 2019. All rights reserved.
Top Ten Alarms create 31% of
notifications!
Identifying Bad Actors
Copyright © SyTech, Inc. 2019. All rights reserved.
• Target Audience – Treatment Facilities vary in size
• Different reporting needs
– People vary in Skills • Match the solution to the person
• Data Sources
– PLC data, Historian, Database
• Regulatory and Operational Reports – MOR, SWTR
• Across States, same data, different format
– Production and Alarms
XLReporter for Water
• Metrics – Standard
• Daily Minimum of CI2
– Vertical
• Daily Peak Flow Rate (CT Determination)
Colorado
Texas
same
Connecticut
Copyright © SyTech, Inc. 2019. All rights reserved.
Water Treatment Reports
Regulatory State Report Operational Report
Copyright © SyTech, Inc. 2019. All rights reserved.
• Target Audience – Treatment Facilities vary in size
• Different reporting needs
– People vary in Skills • Match the solution to the person
• Data Sources – Manual Data Entry
– PLC data, Historian, Database
• Regulatory and Operational Reports – DMR, MOR
• Across States, same data, different format
– Production and Alarms
XLReporter for Wastewater
• Metrics and Standards
– Summary • Geometric Mean ( )
– Less than Detectable • “<0.5”
Copyright © SyTech, Inc. 2019. All rights reserved.
Wastewater Treatment Reports
Manual Data Regulatory State Report
Copyright © SyTech, Inc. 2019. All rights reserved.
• What is CIP
– A method of cleaning the interior surfaces of pipes, vessels, process equipment, filters and associated fittings, without disassembly
• Applications
– Used in a variety of industries such as Food, Beverage, Bio-Tech and Pharmaceutical
– Food and Beverage can spend 20% of a day cleaning
XLReporter for CIP
• Reporting Objectives
– FDA Compliance and Traceability
– Reduce Downtime
– Improve the CIP Processes • Reduce Water and Chemical Usage
• Reduce Energy Usage www.ipec-inc.com
Copyright © SyTech, Inc. 2019. All rights reserved.
• Dynamic Reporting Period – Bookmark start/end of Process
– CIP Identifier in the Report Name
• V12-34 Fernmenter_19Jan2017.xlsx
• Dynamic Sequences – Read from PLC
• Dynamic Labels
– Extension to standard Excel
CIP Report
• Facilities Vary in Size
– Data directly from the PLC
– Data from historian/data logs
• Alarms and Operator Changes
• Operator Comments – Even to the active report!
Copyright © SyTech, Inc. 2019. All rights reserved.
• What is TUS
– Mandatory part of AMS2750E pyrometry compliance. The report content and format are well difined in the specification.
• Applications
– Used in a variety of industries such as Aerospace, Food Processing, Tooling and Heat Treating.
XLReporter for TUS
• Compliance Requirement
– Data collection for at least 30 minutes
– Stability Over a Range of Temperatures • Threshold limit for the Furnace Class
Copyright © SyTech, Inc. 2019. All rights reserved.
• Dynamic Reporting Period – TUS Identifier in the Report Name
• SL_9221_20Sep2016.xlsx
• Data Direct from Process
– Log data for each profile
• Conditional Formatting – Temperature Limits
– Uniformity Status e.g., PASS
TUS Report
• Alarms and Operator Changes
Copyright © SyTech, Inc. 2019. All rights reserved.
www.SyTech.com
www.youtube.com/SyTechInc
@SyTech_Reports
“The automation interface provided by SyTech enables Excel to be used in more niche markets that require automated and unattended operation. This is an example of how Microsoft Office applications can solve critical business problems for our customers and deliver great benefits from creative partners like SyTech.”
Microsoft Corp.
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