USER GUIDE Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 Supersedes Publication RPTEXP-UM001G-EN-P-June 2013
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Table of Contents Chapter 1 Welcome to Report Expert Features of Report Expert.......................................................................... 12 Benefits of Report Expert .......................................................................... 13 Intended Audience......................................................................................13 Report Expert Establishers................................................................... 13 Report Expert Administrators ...................
Table of Contents 3 OEE Components Widget ......................................................... 40 Last State Widget.............................................................................. 40 Production Summary Widget ....................................................... 41 Uptime Summary Widget .............................................................. 41 Fault Summary Widget ................................................................... 42 Good Parts vs. Scrap Parts Widget ..........
Table of Contents Using the Grouping Parameter ................................................................ 83 Selecting the Grouping Field ............................................................... 85 Selecting the Grouping Type .............................................................. 85 Selecting the Grouping Expansion Type .......................................... 87 Deleting a Grouping ..............................................................................
Table of Contents Production Data List Panel ......................................................... 109 Edit Shift Information ....................................................................... 111 Parameter Set Information Panel .............................................. 111 Shift Information List Panel ....................................................... 111 Enter Data Manually .......................................................................... 112 Parameter Set Information Panel ..
Table of Contents Modifying the RptSetting Table ..................................................... 143 Communicating With SQL Server Reporting Services (SSRS)144 Configuring the Report Tree of the Explorer Page .......................... 146 Adding Tree Items .............................................................................. 146 Copying Tree Items ............................................................................ 148 Editing Tree Items .............................................
Table of Contents Average Duration ..................................................................................... 165 Avg. Duration/Event End Num ........................................................... 165 Cycle Time Diff. ....................................................................................... 166 Cycle Time Diff. % .................................................................................. 166 Downtime ......................................................................
Table of Contents Ideal % ......................................................................................................... 171 Ideal Parts ................................................................................................... 171 Line 171 Machine State Name ............................................................................... 171 Max Duration............................................................................................ 171 Max. Duration/Event Start Num.........
Table of Contents Uptime % ................................................................................................... 176 Work Cell...................................................................................................
Chapter 1 Welcome to Report Expert Report Expert is a new reporting environment based on SQL Server Reporting Services (SSRS) for Microsoft SQL Server that allows you to report on data generated by FactoryTalk Metrics. Report Expert is an optional component that is installed separately from RSBizWare and the FactoryTalk Metrics software. To use Report Expert, you must install one of the supported versions of Microsoft SQL Server (see "Report Expert Prerequisites (page 17)").
Chapter 1 Welcome to Report Expert Features of Report Expert Report Expert provides the following features: • Uses standard SQL Server Reporting Services (SSRS) for Microsoft SQL Server. • Includes SSRS for Microsoft SQL Server, and appropriate client licenses. • Includes value-added content not available in SSRS, such as: • Interactive filtering using the plant model and other FactoryTalk Metrics key fields (for example, any of the five flex fields). • Dynamic grouping and sorting.
Welcome to Report Expert Chapter 1 • Modify standard SSRS RDL reports to take advantage of Report Expert parameter passing (passing values from the Report Expert parameter set into the report). • Enter event and production data manually. • View and modify event and production data. • View and modify shift information. Benefits of Report Expert Report Expert uses an industry-standard reporting package from Microsoft, not a proprietary reporting package from Rockwell Automation.
Chapter 1 Welcome to Report Expert • Microsoft SQL Server (including SQL Server Reporting Services (SSRS)). • Microsoft Internet Information Services (IIS). Report Expert Administrators Report Expert administrators define the parameter sets and reports accessible to Report Expert users. They should be familiar with: • The layout and content of the lines and plant for which the reports will provide information. • Microsoft Windows operating systems. • Microsoft Internet Explorer.
Welcome to Report Expert Chapter 1 The administration guide helps the RSBizWare administrator install and configure the software as well as understand the architecture of the RSBizWare suite and its components. • Online help The online help provides general information and step-by-step procedures for working with the product.
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Chapter 2 Report Expert Prerequisites Before you install Report Expert, keep the following in mind: • Report Expert must be installed on the same computer as SQL Server Reporting Services (SSRS). • Make sure you have configured your System DSN (Data Source Name) in your ODBC Data Source Administrator. If you have RSBizWare installed, you may already have System DSN configured. To verify the System DSN configuration on Microsoft Windows Server: 1.
Chapter 2 Report Expert Prerequisites Hardware and Software Requirements 18 For up-to-date information on hardware and software requirements of Report Expert, refer to the Report Expert Release Notes, available on the RSBizWare installation DVD.
Chapter 3 Installing Report Expert This chapter describes how to install the Report Expert software. If you are installing Report Expert, you must have the Windows System Administrator privileges, and your user account must be a member of the local administrator user group. IMPORTANT Installing or Upgrading Report Expert If you encounter problems during the Report Expert installation and need to call support, make sure that you have access to the log files created during installation.
Chapter 3 Installing Report Expert 2. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 3. On the Welcome page, click FactoryTalk Metrics > Installation > Install Report Expert. The installation program checks for installed applications. 4. On the Welcome page, click Next. 5. On the License Agreement page, click: 6. Click Next. 7. On the Customer Information page, type the following: 8. Click Next. 9.
Installing Report Expert Chapter 3 The Virtual directory information page appears. It displays the default virtual directory of the Report Expert web site: http://localhost/RockwellSoftware/ReportExpert 11. Click Next. 12. On the Database connection information page, provide the following information: Item Description System DSN Name Select the name of the ODBC data source that you have configured for your RSBizWare SQL Server database. Type the user name of your RSBizWare database.
Chapter 3 Installing Report Expert 18. Click Connect. The Available Product Modules list is populated with FactoryTalk components. 19. Under Available Product Modules, select these options: TIP Select both options so that you have access to FactoryTalk Metrics and Report Expert sample data. 20. Click Finish to load data. 21. Click Close to exit the wizard. Removing Report Expert Before removing Report Expert, you must delete all of the scheduled reports you created while using Report Expert.
Installing Report Expert Chapter 3 appears. To remove Report Expert, select Report Expert and click Remove.
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Chapter 4 Getting Started In this chapter you will learn the following: • What are the components of the Report Expert architecture (page 25). • How to connect to Report Expert (page 27). • What are the components of the Report Expert web page (page 29). • Where Report Expert-related errors are logged (page 34). Understanding the Report Expert Architecture The following diagram provides a high-level architecture of Report Expert.
Chapter 4 Getting Started The Report Expert architecture is a scalable, multi-tiered, distributed architecture consisting of the following main components: Item Description Report Expert client Report Expert web site Database server (One or more.) A laptop or workstation running Internet Explorer. A server computer running Microsoft SQL Server with SQL Server Reporting Services (SSRS) and Internet Information Server (IIS). A server computer running Microsoft SQL Server.
Getting Started Chapter 4 NOTE The same instance of Microsoft SQL Server can host both the SSRS database and the RSBizWare database. However, only one instance of Microsoft SQL Server is licensed with a FactoryTalk Metrics server. Therefore, if you want to distribute the two databases across two different computers, you must acquire an additional Microsoft SQL Server license. Connecting to Report Expert Use Microsoft Internet Explorer to connect to Report Expert.
Chapter 4 Getting Started TIP If you use Internet Explorer 10, see "Settings Specific to Internet Explorer 10 (page 28)" to learn how to configure your browser to work with Report Expert. Settings Specific to Internet To make sure that Report Expert is displayed correctly in Internet Explorer 10, configure the following: Explorer 10 • Add the Report Expert site to the Trusted sites zone. (page 28) • Set Internet Explorer 10 to open the Report Expert site in Compatibility View.
Getting Started Chapter 4 To add the Report Expert to the Trusted sites zone: 1. In the dialog box displayed above, click Add. The Trusted sites dialog box appears. The address of the Report Expert site appears under Add this website to the zone. 2. Click Add. The site is added to the Websites list. 3. Click Close. The Report Expert site is reloaded and is displayed in the browser with its content. Open the Report Expert Site in Compatibility View To open the Report Expert site in Compatibility View: 1.
Chapter 4 Getting Started This module: Manual Data Editor Report Viewer Contains these pages: • Parameters • Editor • Parameters • Explorer Use the toolbar at the top of the Report Expert page to navigate to different areas of the product, and to control which components are displayed. The toolbar contains the following icons: Click this button To: Open the Report Expert home page. By default, it is the Report Viewer's Parameters page. Open the Administration (page 30) page.
Getting Started Chapter 4 On the Administration page, administrators can: • Manage the content of the tree on the Explorer page. • Configure the RSBizWare QuickWeb for Report Expert. • Configure report subscriptions. • Schedule reports for future delivery. • Configure the way parameter sets are displayed on the web page. • Configure a line order for work cells. To open the Administration page, click Report Expert toolbar.
Chapter 4 Getting Started Parameters Page for the Editor On the Parameters page, you can select operations and the parameter sets for which you want to perform the operations. To open the Parameters page for the Manual Data Editor for the first time, click on the Report Expert toolbar. To show or hide the Parameters page, click Report Expert toolbar. Editor Page on the On the Editor page, you can perform various operations on the production data you have selected: • Edit events.
Getting Started Chapter 4 • Enter data manually. To open the Editor page, click toolbar. Report Viewer on the Report Expert The Report Viewer allows you to view available reports. It consists of the following pages: • Parameters page (page 33). • Explorer page (page 34). For more information on using the Viewer, see "Viewing and Generating Reports (page 97)". Parameters Page for the Viewer On the Parameters page, you can associate report templates with parameter sets and generate ad-hoc reports.
Chapter 4 Getting Started To show or hide the Parameters page, click Report Expert toolbar. on the For more information on using the Parameters page, see "Generating Reports Using the Parameters Page (page 97)". Explorer Page On the Explorer page, you can select a report from the tree to automatically display that report in the display area. To open the Explorer page, click toolbar.
Getting Started Chapter 4 Go to Start > Control Panel, and then click View event logs in the System and Security group, or select Start > Administrative Tools > Event Viewer. The Event Viewer window appears. • The SSRS log. Errors that occur when you are generating reports. The log file is located in the following folder: Program Files\Microsoft SQL Server\
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Chapter 5 Understanding Report Templates Report Expert includes a fixed number of report templates. These are partial reports where the data fields to be displayed are already defined. The data fields and behavior of these templates are fixed, so you cannot easily change them. However, you can apply parameter sets to report templates to change both the content and the appearance of the resulting report. In this chapter you will learn about standard report templates that are available with Report Expert.
Chapter 5 Understanding Report Templates • Site • Area • Line • Work Cell • Month • Week • Day • Shift • Hour Report templates that do not support drillthrough are identified in the report template descriptions. Report Templates This section presents descriptions of the Report Expert report templates. Depending on the type of a report template, the descriptions may include the following information: • The definition of the report template. • The query on which the report template is based.
Understanding Report Templates Chapter 5 All report templates are available on the Parameters page, under Select Report. See "Viewing and Generating Reports (page 97)" for details. Dashboard The Dashboard report template is combined with the Dashboard Current Shift parameter set.
Chapter 5 Understanding Report Templates OEE % Widget The OEE % widget displays the OEE % value as a horizontal bar chart for the work cells selected over the time period selected. The color of the bar changes depending on the OEE value. The color values are taken from the respective Color fields in the RptSetting table. The values which cause a change from one color to another are also set in the RptSetting table in the Threshold fields (see "Configuring Report Expert Settings (page 138)").
Understanding Report Templates Chapter 5 Machine states are not configured so you must configure them manually. If you do not configure machine states, this widget will not contain data. For information on configuring machine states, refer to the FactoryTalk Metrics User Guide. Production Summary Widget The Production Summary widget displays the number of good parts, scrap parts, total parts, and scrap % for all the selected work cells for the time period.
Chapter 5 Understanding Report Templates Fault Summary Widget The Fault Summary widget displays the aggregated fault-related data: fault count, fault time, mean time between failure and mean time to repair. Good Parts vs. Scrap Parts Widget The Good Parts vs. Scrap Parts widget displays the total good parts and scrap parts by percentage in a pie chart.
Understanding Report Templates Chapter 5 Uptime vs. Downtime Widget The Uptime vs. Downtime widget displays the total uptime and total downtime (in minutes) as a vertical bar chart. If shift is configured for the selected work cell(s), and more than one shift is included in the time selection, the data is grouped by shift. Machine States Widget The Machine States widget displays total time (in minutes) in each of the defined machine states in pie chart format.
Chapter 5 Understanding Report Templates Parameter Settings and Widgets The widgets will respond to most changes you make to the Report Expert parameters. However, not all parameter settings affect all the widgets. In general, the widgets will respond to the following parameters: Item Description Date/Time/Shift All widgets in a report template use the selected setting for time and shift. All widgets in a report template use the selected setting for the Plant Model filter.
Understanding Report Templates Chapter 5 The report does not support any grouping. NOTE Due to a large amount of data that can be displayed with this report we recommend that you filter your data thoroughly to shorten the report generation time, and/or limit the number of records to be returned with the EventDetailExtRowLimit setting (page 138) available in the RptSetting table. Query: EventDetailExt.
Chapter 5 Understanding Report Templates Item Description Event Is Fault Event Reason Code Event Reason Event Occurrence PartId Information on whether the event is used for Faults metrics. The numeric code representing the event reason. The string value representing the event reason. The identifier of a single event occurrence. The ID of the part that was being produced when the event occurred. The wording of a comment that you have typed for an event in the Editor (page 115).
Understanding Report Templates Chapter 5 The values of the report template and other report templates to which the values link using the drillthrough hierarchy: Click a value in this column: To display this report template: Event Count Event Chart Total Duration Min. Duration Max. Duration Avg.
Chapter 5 Understanding Report Templates Event Configuration Item Description X axis grouping Series First non-page grouping parameter Second non-page grouping The Event Configuration report template displays FactoryTalk Metrics configuration data related to events. Query: EventConfiguration.
Understanding Report Templates Chapter 5 The report template supports the following: Item Description • Site • Area • Line • Work Cell • Event Name • Event Category • Work Cell Ordered The standard plant model filtering • Event Name Filtering by • Event Category • Terminology Sorting by The drillthrough hierarchy: none. Event Detail The Event Detail report template displays raw event data. Query: EventDetail.
Chapter 5 Understanding Report Templates NOTE If the data returned exceeds the maximum number of rows allowed in the resulting report, the Max row limit reached message appears in red above the grid. The maximum row number can be changed in the RptSettings table. For details, see "Modifying the RptSetting Table (page 143)". The drillthrough hierarchy: none.
Understanding Report Templates Chapter 5 NOTE If the data returned exceeds the maximum number of rows allowed in the resulting report, the Max row limit reached message appears in red above the grid. The maximum row number can be changed in the RptSettings table. For details, see "Modifying the RptSetting Table (page 143)". The drillthrough hierarchy: none.
Chapter 5 Understanding Report Templates Item Description Start Value End Value Reporting Value Event Severity The value collected at the start of the event. The value collected at the end of the event. The string value representing the event reason. The numeric severity level assigned to the event. The drillthrough hierarchy: none.
Understanding Report Templates Chapter 5 Item Description Avg. Duration/Event The average length of event or state occurrences (for grouping End Num rows) / The numeric value collected at the end of the event (for detail rows). The drillthrough hierarchy: none. Event Summary The Event Summary report template displays aggregated event data. This report template allows you to determine how often and for how long events occurred during the manufacturing process. Query: Event.
Chapter 5 Understanding Report Templates The bar chart fields: Event Count chart fields: Item Description Value X axis grouping Series Event Count First non-page grouping parameter Second non-page grouping Total Duration chart fields: Fault Item Description Value X axis grouping Series Total Duration First non-page grouping parameter Second non-page grouping The Fault report template displays aggregated data related to faults of the machinery.
Understanding Report Templates Chapter 5 Item MTBF (Mean Time Between Failures) MTTR (Mean Time To Repair) Description MTBF = Uptime ⁄ FaultCount Mean Time Between Failure (MTBF) is the ratio of running time to the total number of failures. It measures the average amount of time when a piece of equipment was in a running state between failures. MTBF is a derived field that contains aggregate functions and, as such, can only be used in summary report objects and cannot have aggregate functions applied.
Chapter 5 Understanding Report Templates The bar chart fields: MTBF chart fields: Item Description Value X axis grouping Series MTBF (in hours) First non-page grouping parameter Second non-page grouping MTTR chart fields: Item Description Value X axis grouping Series MTTR (in minutes) First non-page grouping parameter Second non-page grouping Calculations used by Report Expert to obtain values in the resulting report: • MTBF = Uptime ⁄ FaultCount • MTTR = FaultTime ⁄ FaultCount • Faults per Hour =
Understanding Report Templates Chapter 5 The fields of the report template grid: Item Description Uptime % The percentage of available time that the machine was actually running. The calculation for this field is: Uptime % = RunningTime/AvailableTime. The performance of a machine when it is running compared to its ideal cycle time. The ideal cycle time depends upon the product being produced and is measured in units of seconds per part.
Chapter 5 Understanding Report Templates Calculations used by Report Expert to obtain values in the resulting report: • Uptime % = RunningTime/AvailableTime • Throughput % = (TotalParts x IdealCycleTime) / RunningTime • Quality % = GoodParts / Total Parts • OEE % = Uptime x Throughput x Quality Or: This reduces to: NOTE Typically, the OEE calculation will be performed over a time range with numerous IdealCycleTime values.
Understanding Report Templates Chapter 5 • A = AvailableTime Production If you group a report by work cell, using the Production report template allows you to determine the production success of a single work cell or to compare the production successes of multiple work cells. Query: Performance. The fields of the report template grid: Item Description Good Parts Scrap Parts Total Parts Ideal Parts The number of good parts produced. The number of parts rejected due to poor quality.
Chapter 5 Understanding Report Templates Click a value in this column: To display this report template: Ideal Parts Production Ideal % Production Scrap % Running Time Uptime % Production Production Uptime The report template bar charts: Good Parts vs. Ideal Parts.
Understanding Report Templates Chapter 5 The fields of the report template grid: Item Description Uptime % The percentage of available time that the machine was actually running. The calculation for this field is: Uptime % = RunningTime/AvailableTime. The performance of a machine when it is running compared to its ideal cycle time. The ideal cycle time depends upon the product being produced and is measured in units of seconds per part.
Chapter 5 Understanding Report Templates The values of the report template and other report templates to which the values link using the drillthrough hierarchy: Click a value in this column: To display this report template: Uptime % Uptime Throughput % Quality % Throughput Quality OEE % Available Time Downtime Running Time Good Parts Performance Production Overview Production Overview Production Overview Production Overview Scrap Parts Production Overview Total Parts Production Ideal Parts Pro
Understanding Report Templates Chapter 5 • OEE % = Uptime x Throughput x Quality • DownTime = AvailableTime - RunningTime • IdealParts = AvailableTime / IdealCycleTime • TEEP = (Good Parts * Ideal Cycle Time)/Total Time • TEEP = OEE*(Available Time/Total Time) Quality The Quality report template allows you to assess the quality of the parts that have been produced.
Chapter 5 Understanding Report Templates The bar chart fields: Item Description Value X axis grouping Series Quality % First non-page grouping parameter Second non-page grouping Calculations used by Report Expert to obtain values in the resulting report: • Quality = GoodParts / TotalParts Root Cause Analysis The Root Cause Analysis report template consists of a Gantt chart displaying work cell state occurrences over time.
Understanding Report Templates Chapter 5 NOTE If the data returned exceeds the maximum number of rows allowed in the resulting report, the Max row limit reached message appears in red above the grid. The maximum row number can be changed in the RptSettings table. For details, see "Modifying the RptSetting Table (page 143)". The report template has one hard-coded grouping with one page group (line) and four row groups (Work cell, Shift Start, State, and PartId).
Chapter 5 Understanding Report Templates The State Detail report template displays detailed state information including work cell, shift start, state name, start time, end time, and duration. Query: State Detail. The fields of the report template grid: Item Description Work Cell A level of the plant model (which is constructed by enterprise, site, area, line, and then work cell). The shift during which the data was collected. The start time of the shift during which the data was collected.
Understanding Report Templates Chapter 5 The drillthrough hierarchy: none. Calculations used by Report Expert to obtain values in the resulting report: • Duration = End Time - Start Time State Summary The State Summary report template displays aggregated state data. This report template allows you to determine how often and for how long states occurred during the manufacturing process.
Chapter 5 Understanding Report Templates The bar chart fields: State Count chart fields: Item Description Value X axis grouping Series State Count First non-page grouping parameter Second non-page grouping Total Duration chart fields: Throughput Item Description Value X axis grouping Series Total Duration First non-page grouping parameter Second non-page grouping The Throughput report template allows you to assess the performance of a machine as compared to its ideal cycle time.
Understanding Report Templates Chapter 5 Item Description Cycle Time Diff. The difference, represented by a negative number, between the ideal amount of time it should take to produce a part and the actual amount of time it took to produce parts. Better cycle time differences are indicated by a lower negative number. The calculation for this field is: CycleTimeDifference = IdealCycleTime - RealizedCycleTime. The Cycle Time Difference as a percentage of the Ideal Cycle Time.
Chapter 5 Understanding Report Templates Throughput % chart fields: Item Description Value X axis grouping Series Throughput % First non-page grouping parameter Second non-page grouping Realized vs.
Understanding Report Templates Chapter 5 The fields of the report template grid: Item Description Running Time Available Time The number of seconds the machine was in a running state. It may be defined by a schedule or by information from the control system. Available time may be impacted by scheduled unavailable time and by the use of Monitored Availability in the work cell's configuration. The amount of time the machine was available, but was not running.
Chapter 5 Understanding Report Templates • Uptime % = RunningTime/AvailableTime Query Fields 72 The following table lists the report templates, the queries those report templates use, and the fields contained in each of the queries.
Understanding Report Templates Chapter 5 This report template: Uses this query: Event Chart Event Summary Event Event Configuration EventConfiguration Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 That contains these query fields: • Event End Time • Event Duration • Event Start Value • Event End Value • Event Occurrence • Event During Num • Event Start Num • Event End Num • Event Comment • Sequence • Row Group 1 - 5 • Page Group 1 - 5 • Column Group 1 - 5 • Event Count • Duration • Mi
Chapter 5 Understanding Report Templates This report template: Fault Performance Production Production Overview Quality Throughput Uptime 74 Uses this query: Performance That contains these query fields: • UnschedDatapoint4EventTrigger • FTTMExpr4EventTriggerValue • FaultMetricUse • Datapoint4EventValue • FTTMExpr4EventValue • EventValueLookupListName • MachineStateId • MachineStateName • Available Time • Column Group 1 - 5 • Cycle Time Difference • Cycle Time Difference % • Down Time • Failure Freque
Understanding Report Templates Chapter 5 This report template: Uses this query: Root Cause Analysis State Detail State Detail State Summary State Summary Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 That contains these query fields: • Schedule Unavailable Time • Scheduled Available Time • Scrap Parts • Throughput% • Total Capacity • Total Parts • Total Time • Uptime % • Work Cell Ordered • Date • Good Parts • Hour • Line • Month • Scrap Parts • Shift • Shift Number • Shift Start • St
Chapter 5 Understanding Report Templates This report template: Uses this query: That contains these query fields: • Work Cell Ordered Raw Data 76 The following table displays the source of all raw data used by Report Expert. The data is contained in the RSBizWare database to which Report Expert connects. Data Table.Field Available Time OEEWorkcell.dAvailSec Fault Occurrences OEEFaultMetricData.lFaultCount Fault Time OEEFaultMetricData.dFaultSeconds Good Parts Ideal Cycle Time OEEWorkcell.
Chapter 6 Understanding Parameter Sets A parameter set consists of a collection of parameters that, when applied to a report template, can change the appearance and filter the content of the resulting report. With different parameter sets, a single report template can produce a wide range of reports. Report Expert includes a number of default parameter sets that you can modify or create others. In this chapter you will learn about parameter sets that are available with Report Expert.
Chapter 6 Understanding Parameter Sets Start and End Times All records in the FactoryTalk Metrics database contain a start time and an end time. The Date/Time selections you make in Report Expert use the start time from those database records. Some data from the database (for example, the OEEWorkcell table data that is used in the Performance, Production, Quality, Throughput, and Uptime reports) is returned in 10 minute increments.
Understanding Parameter Sets Chapter 6 For example, for the start and end times above, the following records would be returned: Selecting Date/Time Date/Time selection: Returns records: Containing data from this time: 8:00 AM to 9:00 AM 1 - 6 above 8:00 AM to 9:00 AM 8:05 AM. to 9:00 AM 8:00 AM to 9:05 AM 2 - 6 above 1 - 6 above 8:10 AM.
Chapter 6 Understanding Parameter Sets Click this button: To: [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. If you do not specify a start time, 0:00:00 a.m. (midnight) is used. If you do not specify an end time, 0:00:00 a.m. (midnight) of the next day is used. For example, if you select 1/12/2008, Report Expert uses 2/12/2008 0:00:00 a.m. You can type an end date/time that is in the future.
Understanding Parameter Sets Chapter 6 Click this button: To: (for example 4/1/2007). The following shortcut keys are available to quickly type a date: [t] to type today's date, [up arrow] for the next date, [down arrow] for the previous date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon.
Chapter 6 Understanding Parameter Sets Click this button: To: Specify Named Date Range Selecting Shift For each of the Date/Time options above (see "Selecting Date/Time (page 79)"), you can filter the resulting data on Shift. Item Description A specific shift The Shift drop-down list in each of the Date/Time/Shift options contains a list of shift names from the FactoryTalk Metrics database. Select one or more specific shifts to filter the report data.
Understanding Parameter Sets Chapter 6 Item Description TIP You can filter your data based on multiple shifts. For example, if you select Shift 1 and 2 as field values for filtering, your report will return data on Shift 1 and 2. Select the Use Shift Start check box if you wish to filter data by shift start, instead of the start and end time of each record.
Chapter 6 Understanding Parameter Sets • A grouping type list (page 85). • A grouping expansion type icon (page 87). • A removal icon (page 88). When you create a grouping filter, you must specify the field that will be used to group the information and the grouping type. The maximum number of fields/groups available is: • 5 group fields • 3 row groups • 2 column groups • 1 page group.
Understanding Parameter Sets Chapter 6 For example, you might group the Performance report by Work Cell, Shift, and Part. This allows you to see OEE for everything, OEE for each work cell, OEE for each shift for each work cell, and OEE for each part within each shift for each work cell. This would not allow you to see OEE for each part for each work cell. To do that, you would have to order the grouping by Work Cell, Part, and then Shift.
Chapter 6 Understanding Parameter Sets There is a maximum of 3 row groups. • Grouping by columns When you specify the column grouping type, the grouped information is organized in columns. For example, if you group a Performance report by work cell and select a group type of column, the information in your report will look something like this: There is a maximum of 2 column groups. • Grouping by pages When you specify the page grouping type, the grouped information is organized in subsections.
Understanding Parameter Sets Chapter 6 There is a maximum of 1 page group. Selecting the Grouping Expansion Type Use the grouping expansion type to specify whether the grouped data will be initially displayed fully expanded or collapsed. • To specify expanded, click so that it changes to . • To specify collapsed, leave next to the grouping type list . When the report is initially rendered, data is shown for each of the values of the grouping field.
Chapter 6 Understanding Parameter Sets To specify collapsed, accept the default plus icon button. For example, if you group a Performance report by work cell, select a group type of row, and the information in your report will initially look something like the one below. When the report is initially rendered, data will be shown as a total for all the grouping field values.
Understanding Parameter Sets Chapter 6 Each row in the Sorting parameter consists of: • A sorting field list (page 89). • Sorting method options (page 90). • A removal icon (page 90). When you create a sorting order, you must specify the field that will be used to sort the information, and a sorting method.
Chapter 6 Understanding Parameter Sets Selecting the Sorting Method Use the sorting method to specify the order of the information within each grouping in a report. There are two sorting methods: Item Description Ascending sorting The information is sorted within each grouping alphabetically, from A to Z or numerically, from lowest to highest. The information is sorted within each grouping alphabetically, from Z to A or numerically, from highest to lowest.
Understanding Parameter Sets Chapter 6 TIP Using the Filtering Parameter If you have configured both a plant model unit and its children for data collection in the Configuration Console in RSBizWare, then a filter on that plant model unit will collect data from both the plant model unit and its children, grouped according to the level of plant model. The Filtering parameter allows you create one or more filters that will limit the information displayed in the report.
Chapter 6 Understanding Parameter Sets operation — data must match all defined filters to be included in the report. TIP Selecting the Filtering Field and Value The fields in the filtering parameter allow you to select multiple field values for filtering. Use the filtering field and value to limit the information returned to a report.
Understanding Parameter Sets Chapter 6 This filter: Filters by: [User Defined Names of the flex fields. The names can be changed by the Summarization Fields 1-5] administrator in the Configuration Console. Deleting a Filter To remove a filtering field and value from the parameter set, click . Using the TOP N Parameter Use the Top N parameter to enable a parameter set to limit the data of a report to the top (or bottom) N (number) of occurrences of a field you specify.
Chapter 6 Understanding Parameter Sets Reason Code. The top N parameter was set to Top, 3, of field Event Reason Code, using Event Count. When querying for the dataset, each work cell could have a large number of reason codes. They could also have some reason codes in their own top 3, but not part of the overall top 3 for all work cells in the query. The Top N feature will first determine the top 3 reason codes for all work cells in this example.
Understanding Parameter Sets Chapter 6 For information on administering the Terminology feature, see "Configuring Terminologies (page 157)".
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Chapter 7 Viewing and Generating Reports In this chapter you will learn how to generate and view reports using the Report Viewer. Viewing Saved Reports on the Explorer Page The reports available on the Explorer page are combinations of report templates and parameter sets. They are arranged first by the time period (current shift, yesterday, etc.) on which they report, and then by the report template they use. The reports installed by default are examples only.
Chapter 7 Viewing and Generating Reports NOTE Generating Reports with Existing Parameter Sets Administrators can modify the content available on the Parameters page. See "Configuring Parameter Sets (page 154)" for details. To generate a report with an existing parameter set: 1. Under Select Report, select the report template for the type of report you want to view. TIP See "Understanding Report Templates (page 37)" for details. 2. Under Select Parameter Set, select the parameter set for the report.
Viewing and Generating Reports Chapter 7 4. Click the View Report link. The resulting report appears in the display area. When you generate a report using customized parameter set settings, the parameter set used in the report is defined as Cache from URL. 5. If you are an administrator, you can make the changes to the parameter set permanent. To do this, click Save. Creating New Parameter Sets To create a new parameter set: for Reports 1. Click New. 2.
Chapter 7 Viewing and Generating Reports The appearance of the tool buttons available on the toolbar may differ depending on the version of Microsoft SQL Server that you use. Navigating Reports The following table presents the tools for viewing and navigating reports. Click: To: Use arrows to navigate to the first page, previous page, next page, and the last page of the report. Type the page number to go to that page. Specify the zoom percentage at which you want to view the report.
Viewing and Generating Reports Chapter 7 You may also export reports to data service documents. The reports will be saved as data feeds in ATOMSVC files. To export a report to a file using Microsoft SQL Server 2008 R2: and select the file format to which you want to 1. Click export the report. 2. In the File Download dialog box, click Save. 3. In the Save As dialog box, specify a name and folder location for the file. 4. Click Save. To export a report to data feed (ATOMSVC): 1. Click . 2.
Chapter 7 Viewing and Generating Reports 102 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Chapter 8 Editing Event and Production Data With the Editor you can display and modify production data. In this chapter you will learn how to navigate the Editor and use it to generate, view, and modify the selected data. Displaying Data To display FactoryTalk Metrics data: 1. From the Select Operation list, select one of the following options: • Edit Events • Edit Production Data • Edit Shift Information • Enter Data Manually 2. From the Select Parameter Set list, select the desired parameter set. 3.
Chapter 8 Editing Event and Production Data NOTE Edit Events All FactoryTalk Metrics data available in the database is refreshed and displayed for viewing, when you perform either of the following actions: • Click View Data. • Click Save, after you have created or edited data. The Edit Events page consists of three panels: • Parameter set information (page 107). • Event details (page 104). • Event list (page 105).
Editing Event and Production Data Chapter 8 The Event details panel contains the following items: Item Description Activity Area Category – Name Start Time End Time Start Value End Value The name of the activity area. The category and name of the selected event. The time the event started/ended. Duration Reporting Value Records ID Comments The numeric or string value collected when the event started/ended.
Chapter 8 Editing Event and Production Data The Event list panel contains the following items: Item Description Activity Area Category - Name Reason The name of the activity area to which the event belongs. The category and name of the selected event. The text description of the value which represents the reason why the event occurred. The time the event started/ended.
Editing Event and Production Data Edit Production Data Chapter 8 Item Description More A list containing the following actions: • Copy into New Select this option to create a new event using data of an existing event (page 116). • Details Select this option to display the details of the selected event in the Event details panel. You can also display the details of the desired event by clicking the row with this event. • Split Select this option to split the selected event into two events (page 123).
Chapter 8 Editing Event and Production Data Activity Area Details Panel Item Description Plant Model Filter Time Sort Filter The type of Plant Model Filter criteria (page 90) applied to the data. The type of Date/Time/Shift criteria (page 77) applied to the data. The type of Sorting criteria (page 88) applied to the data. The type of Filtering criteria (page 91) applied to the data.
Editing Event and Production Data Chapter 8 Item Description Ideal Cycle Time The amount of time required to produce a single part, under optimum conditions. The default name of the Flex Field 1. The name can be changed by the administrator in the Configuration Console. The default name of the Flex Field 2. The name can be changed by the administrator in the Configuration Console. The default name of the Flex Field 3. The name can be changed by the administrator in the Configuration Console.
Chapter 8 Editing Event and Production Data Item Description Shift The name of the shift. The field is visible in the Production data list only if you select it in the Grouping parameter. For more information, see Using the Grouping Parameter (page 83). The number of the shift. The field is visible in the Production data list only if you select it in the Grouping parameter. For more information, see Using the Grouping Parameter (page 83). The time at which the shift started.
Editing Event and Production Data Edit Shift Information Chapter 8 The Edit Shift Information page consists of two panels: • Parameter set information (page 107). • Shift information list (page 111). Parameter Set Information Panel The Parameter set information panel displays a summary of selection criteria you have used to display the data.
Chapter 8 Editing Event and Production Data The Shift information list contains the following items: Item Description Activity Area Start/End Time Name Number The name of the activity area. The time the shift instance started/ended. The name of the shift instance. The number of the shift instance. For off-shift instances, the value in this field is negative. A column containing the Split and Edit buttons for each shift instance in the list.
Editing Event and Production Data Chapter 8 If you have selected Production, the Activity area details panel and the Production data list panel are displayed. If you have selected Events, the Event details panel and the Event list panel (page 105) are displayed. Parameter Set Information Panel The Parameter set information panel displays a summary of selection criteria you have used to display the data.
Chapter 8 Editing Event and Production Data • The Production and Events options with which you can change the view of the Enter Data Manually page. • The Production option allows you to enter production data for one activity area of one shift instance. To enter the data, select the desired activity area and shift instance, and click Production. • The Events option allows you to enter custom events.
Editing Event and Production Data Chapter 8 Item Description Sched Unavail The time between Shift Time and Sched Avail (i.e., Shift Time - Sched Avail). The total time when the activity area was in the Unavailable state during the shift (i.e., Sched Avail - Avail). The total time when the activity area was in the Downtime state during the shift (i.e., Avail - Running). The number of good parts produced. The number of parts rejected due to poor quality.
Chapter 8 Editing Event and Production Data The row becomes editable. 3. From the Activity Area list, select an activity area. 4. From the Category - Name list, select a category. NOTE Completing the Activity Area and Category - Name fields is required when creating an event definition. The list of available categories depends on the selected activity area. To load and view the list of categories, you need to select the activity area first. 5. Edit the Start Time and End Time fields as needed.
Editing Event and Production Data Chapter 8 An editable row for a new event appears under the row of the original event, and the event data is displayed in the Event details panel. Review the following for additional information. Item Description Activity Area Category - Name Start Time End Time Reason Duration Comments The fields are prepopulated with the selected event's data. You can modify them to create a new event. The fields are prepopulated with the selected event's data, and cannot be edited.
Chapter 8 Editing Event and Production Data Editing the Category - Name There are several restrictions related to editing the category and name of events. You can change the category and name provided that the event configuration fulfills the following conditions: • It is user-defined. • It is not active (i.e., it is not currently processed by the FactoryTalk Metrics server). • Its trigger type is one of the following: • Monitored Bit Low to High. • Monitored Bit High to Low.
Editing Event and Production Data NOTES Chapter 8 The Category - Name field is disabled if the event configuration restrictions are not fulfilled. The event category can be changed only based on the existing list of categories. The list of available event categories is associated with the current activity area. 4. Click Save to save the modified event. The change of the event category affects: • The reason code. • The reporting value. • The event values.
Chapter 8 Editing Event and Production Data • Monitored Formula Low to High. • Monitored Formula High to Low. • Monitored Expression Low to High. • Monitored Expression High to Low. • Monitored value. • Manual active/inactive event. • Manual monitored continuous event. To edit the start/end time: 1. Select the Edit Events operation and the desired parameter set, and then click View Data. TIP Alternatively, select the Enter Data Manually operation and the desired parameter set, and then click View Data.
Editing Event and Production Data NOTES Editing the Start/End Value Chapter 8 You cannot change the event time in such a way that it overlaps with the time of the next or previous event collected with the same configuration. If the event occurrence has any records whose end time is earlier than the modified start time of the event, these records are deleted.
Chapter 8 Editing Event and Production Data For this value type of a FactoryTalk Metrics Event: You may edit this field: Collect Value at the Start and the End of the Event Start Value End Value Accumulate Value of the Duration of the Event End Value Depending on the event configuration in FactoryTalk Metrics, you can NOTE edit the start/end values either with a Value Lookup List or without it. The Value Lookup List can be configured in the Configuration Console.
Editing Event and Production Data Chapter 8 2. Under Actions, click Edit in the row with the event that you want to edit. The Start Value and End Value fields become editable. 3. Fill in the Start Value and End Value fields with new values. 4. Click Save to save the modified values. Splitting Events There are several restrictions related to splitting events. You can split an event provided that the event configuration fulfills the following conditions: • It is user-defined.
Chapter 8 Editing Event and Production Data 3. Modify the end time of Event 1, and click time. to set the split The end time of Event 1 becomes the start time of Event 2. NOTE Based on the specified split time, the duration is calculated for both events. 4. Review the data of Event 1 and Event 2. NOTE For the definitions of the fields, see "Event Details Panel (page 104)". 5. Complete or modify other editable fields of the events as needed.
Editing Event and Production Data Chapter 8 To delete an event: 1. Select the Edit Events operation and the desired parameter set, and then click View Data. TIP Alternatively, select the Enter Data Manually operation and the desired parameter set, and then click View Data. In the Select Area and Shift Details panel, click Events. The data is displayed in the Event list panel. 2. Under Actions, click More > Delete in the row with the event that you want to delete.
Chapter 8 Editing Event and Production Data 3. Click Edit in the row in which you want to modify the number of good and scrap parts. The Good Parts and Scrap Parts fields become editable. 4. Complete or modify the Good Parts and Scrap Parts fields. 5. Click Save to save the modified data. Editing the Part Id There are restrictions related to editing the ID of the produced parts.
Editing Event and Production Data Editing the Ideal Cycle Time Chapter 8 There are restrictions related to editing the ideal cycle time. You can change the ideal cycle time provided that the activity area configuration fulfills the following conditions: • Cycle Time Type is set to the following in the Configuration Console: • Use a single ideal cycle time. • Use a Part Id/Cycle Time List. • Monitor an unscheduled data point for ideal cycle time. To edit the ideal cycle time: 1.
Chapter 8 Editing Event and Production Data • The Summarization Criteria of the selected User-defined summarization field is set to one of the following in the Configuration Console: • Specify a default Summarization Criteria Value for this Plant Model Activity Area. • Specify an Unscheduled Data Point to provide Summarization Criteria information for this Plant Model Activity Area. • Use a FactoryTalk Transaction Manager Expression to provide Summarization Criteria information.
Editing Event and Production Data Splitting Production Data Chapter 8 To split production data: 1. Select the Edit Production Data operation and the desired parameter set, and then click View Data. TIP Alternatively, select the Enter Data Manually operation and the desired parameter set, and then click View Data. Make sure that the Production option is selected. The data is displayed in the Production data list panel. 2. Under Options, select or clear the Lock part counts at their current times...
Chapter 8 Editing Event and Production Data Item Description Ideal Cycle Time The field can be edited if the activity area configuration fulfills special conditions. For more information, see Editing the Ideal Cycle Time (page 127). Good Parts The field can be edited in both rows if you cleared the Lock part counts at their current times... check box under Options. Scrap Parts The field can be edited in both rows if you cleared the Lock part counts at their current times... check box under Options.
Editing Event and Production Data Chapter 8 The Start Time, End Time, Name, and Number fields become editable. NOTE If a lookup list has been specified during work cell configuration, the Number field is read-only and cannot be edited. 3. Modify the desired fields. 4. Click Save to save the modified data. Splitting Shift Instances To split a shift instance: 1. Select the Edit Shift Information operation and the desired parameter set, and then click View Data. The data is displayed.
Chapter 8 Editing Event and Production Data 5. Click Save to save the modified data. Both shift instances are displayed in the Shift information list.
Chapter 9 Administering Report Expert This chapter describes how to administer and maintain Report Expert so it will best serve your specific needs. Only administrators can perform the functions described here. The Administration page of Report Expert allows administrators to configure: • The report tree of the Explorer page (page 146). • The Quick Web feature (page 149). • Report subscriptions (page 150). • Parameter sets (page 154). • Terminologies (page 157).
Chapter 9 Administering Report Expert Report Expert is displayed with the Administration page. Configuring Security for Report Expert There are three types of user roles in Report Expert: User role Description Users Users have access only to the Report Viewer module of Report Expert. Editors have access to the Report Viewer module and the Editor page of Report Expert. Administrators have access to all the modules and pages of Report Expert, including the Administration page.
Administering Report Expert Chapter 9 To create and configure a local group for Report Expert Editors: 1. On the Start screen, type any part of the name Computer Management, and then click its shortcut. 2. The Computer Management window appears. 3. Create a new local group that will contain all of your Report Expert editors. The default name for the group in the Report Expert configuration is host\FTMetricsEditors. You can use this name or choose another. 4.
Chapter 9 Administering Report Expert 3. Save the file. In the initial configuration, Report Expert grants administrative Setting up Security for Report Expert Administrators privileges only to those users that are identified as Report Expert Administrators and are members of the default local group named Administrators.
Administering Report Expert Chapter 9 To update the Report Expert configuration file: 1. Go to \Website, and edit the Web.config file. 2. Replace the name of the default Administrators group with the name of the group you have created or chosen to contain Report Expert administrators. For example, if the group that you use is named RptExpAdmins, do the following: Replace Administrators: ...
Chapter 9 Administering Report Expert Configuring Report Expert Settings The Report Expert settings are stored in the FactoryTalk Metrics database in the RptSetting table. To modify the settings, use Microsoft SQL Server Management Studio. Some settings can be modified on the Report Expert Administration page. NOTE Modify the settings with care because their modifications may have a significant impact on Report Expert performance and will affect all Report Expert users.
Administering Report Expert Chapter 9 Use this setting: To modify: ColorNormal The color used in the OEE% chart. This color will signify a moderate value of OEE%, above the number set in the ThresholdLowNormal field, but below ThresholdNormalBest. The wait time in seconds before an attempt to run a standard DPE query is terminated and an error is logged. If this setting is blank, the default of 120 seconds is used.
Chapter 9 Administering Report Expert Use this setting: IncludeQuickWeb InitTerminologyEvery Report 140 To modify: Event All Detail report. No default value is defined for this setting. If the value you type for this setting is exceeded in a generated report, the Max row limit reached message appears in the resulting report. If this setting is blank or set to 0, the parameter has no effect. See "Event All Detail (page 44)" for more information.
Administering Report Expert Chapter 9 Use this setting: RSBizWareHost RSBizWareHttpPort StateDetailRowLimit TopN ThresholdBestBeyond Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 To modify: Changes with Report Server (page 163)" for more information. The name of the Information Services Manager host. The default setting (NULL) indicates that this field on the Report Expert software is empty.
Chapter 9 Administering Report Expert Use this setting: ThresholdLowNormal ThresholdNormalBest TransactionIsolationLevel 142 To modify: ColorBest setting changes into the color from the ColorBeyond setting on the OEE% chart. The limit of the OEE% value, after which the color from the ColorLow setting changes into the color from the ColorNormal setting on the OEE% chart.
Administering Report Expert Chapter 9 Use this setting: To modify: from reading or writing data. Writing data by other transactions does not block a “snapshot” transaction from reading data. Before you can use the Snapshot isolation level, in Microsoft SQL Server Management Studio, set the ALLOW_SNAPSHOT_ISOLATION to ON. Performance note: You may want to change isolation levels if you are experiencing issues with timeouts while running data collection.
Chapter 9 Administering Report Expert 4. Select the RptSetting table and open it for editing. 5. Under Value, modify the values of the settings as specified in "Configuring Report Expert Settings (page 138)". 6. Restart the Internet Information Services (IIS): 1. In the Command Prompt window, type iisreset. Wait until the services are restarted. 7. Restart SQL Server Reporting Services (SSRS): 1. Go to Start > Run. The Run dialog box appears. 2. Type services.msc. The Services dialog box appears. 3.
Administering Report Expert Chapter 9 Use this setting: To modify: MSRSHost The DNS name or IP address of the server with SSRS installed. This setting is used when Report Expert creates a URL for communicating with SSRS. The default value of the setting is the name of the local computer on which Report Expert is installed. You can change the value to an IP address if you do not use a DNS server. Note: There is no entry for this setting in the RptSetting table after the Report Expert installation.
Chapter 9 Administering Report Expert NOTE TIP The MSRSReportFolder setting provides the name of the SSRS folder (ReportExpert) that contains standard reports of Report Expert. Do not change the setting, as it could affect upgrades or the reinstallation of Report Expert in the future. For more information on configuring SSRS, refer to the documentation available for your version of the SQL Server.
Administering Report Expert Chapter 9 Item Description Tree Item Type Select the type of item you want to add: • Folder. Choose this option to add a folder that you can use to hold reports, URLs, or other folders. • Report Expert Report. Choose this option to select the type of report template and parameter set that you want to apply to the new tree item. If you select this option, two additional fields appear— the Report Expert Report field, and the Parameter Set field. • URL.
Chapter 9 Administering Report Expert Item Description Terminology Select the desired terminology option. For more information, see "Configuring Terminologies (page 157)". Note: If you added a new tree item, click the Terminologies tab and then click Sync IIS with New Terminology. You can apply terminology sets to your reports from the Parameter Set tab as well. However, the terminology sets you apply here in the Report Tree tab take precedence over sets you apply via the Parameter Sets tab. 3.
Administering Report Expert Chapter 9 Organizing Tree Items To rearrange the items in the tree: 1. In the report tree on the Report Explorer tab, click the tree item that you want to rearrange. 2. Drag the item and drop it to its new location in the report tree. 3. Confirm the rearrangement in the message box that appears. Deleting Tree Items To delete an item from the report tree: 1. In the report tree on the Report Explorer tab, click the tree item that you want to remove, and click Delete.
Chapter 9 Administering Report Expert 2. Under RSBizWare Host, type the name of the Information Services Manager host. 3. Under RSBizWare HTTP Port, type the HTTP port number used by the Information Services Manager computer. The default port number is 8080. 4. Click Save. When you click , the QuickWeb tab will appear next to the Report Expert tab. Configuring Report Subscriptions Use the Subscriptions tab to schedule reports to be created and delivered in an unattended manner.
Administering Report Expert Chapter 9 Creating Shared Schedules in To use the report subscriptions functionality, you must create SQL Server Reporting Services schedules in SQL Server Reporting Services (SSRS): (SSRS) To create schedules in MRS: 1. Open Internet Explorer. 2. Type the following in the address bar: host:port/reports where host is the name of the computer on which Report Expert is installed. For example: http://rsi-rockwell/reports. The SQL Server Reporting Services page appears. 3.
Chapter 9 Administering Report Expert 5. Click New. The new record is added to the list at the bottom of the Subscriptions tab. However, until you modify the record, the subscription record will not be saved. Modifying Report Subscriptions To modify a report subscription: 1. In the Edit Command column for the subscription you want to change, click the Edit link. 2.
Administering Report Expert Chapter 9 Item name Description Include Link (Required.) This value indicates whether to include a link to the report in the body of the email. A value of true indicates that a link to the report is included in the body of the email message. 3. Type the following information for subscriptions using the FileShare delivery method: Item name Description Description File Path A meaningful description of the report. (Required.) The name of the file that is saved to disk.
Chapter 9 Administering Report Expert Deleting Report Subscriptions To delete an existing report subscription, on the Subscriptions tab: 1. In the Edit Command column for the subscription you want to delete, click the Delete link. 2. Confirm the deletion in the message box that appears. This action cannot be undone. 3. Click Save. NOTE Configuring Parameter Sets If you close your browser before clicking Save, your changes will be lost.
Administering Report Expert Chapter 9 3. Review the following for additional information. Item Description Date/Time/Shift Define how you want to filter the data based on time. For more information, see "Using the Date / Time / Shift Parameter (page 77)". Define how you want to group and organize the information in the report. For more information, see "Using the Grouping Parameter (page 83)". Define how you want the grouped information sorted.
Chapter 9 Administering Report Expert To copy a parameter set: 1. In the Select Parameter Set list, select the parameter set that you want to copy. 2. Click Copy. The name of the copied parameter set is appended with a "copy" suffix. 3. In the Parameter Set Name text box, type a name for the parameter set. 4. Modify the parameter set. See "Using the Parameter Set Controls (page 77)" for details. 5. Click Save. The new parameter set appears in the Select Parameter Set list.
Administering Report Expert Chapter 9 The Save As button appears in place of the Copy button as soon as you modify any of the parameters. Deleting Parameter Sets IMPORTANT Deleting a parameter set cannot be undone. To delete a parameter set: 1. In the Select Parameter Set list, select the parameter set that you want to delete. 2. Click Delete. 3. Confirm the deletion in the message box that appears. This action cannot be undone.
Chapter 9 Administering Report Expert Report Explorer entry. When you use a domain terminology in a report, Report Expert uses the terminology's strings instead of the default strings. Strings that appear in the report but are not in the terminology use the default values. Each terminology has a culture property (or language). While each terminology has a default culture property, it can have multiple culture properties.
Administering Report Expert Chapter 9 TIP By default, the new terminology will include all of the terms displayed in the Terminology Editor. To copy only certain terms to the new terminology, select those terms in the Terminology Editor. 2. In the Culture list, select a culture. The terms from the culture appear in the terminology editor table. 3. (Optional).
Chapter 9 Administering Report Expert 4. In the terminology editor table, select check boxes next to the terms that you want to add. To go to the next page of the terms, click the numbered links below the table. To select all the terms, click Select ALL. 5. Under Add Terms to selected Terminology, click Add Terms. The terms appear in the terminology editor. NOTE Editing Terms If you want to make the new terminology and terminology changes available to Report Expert users, you need to synchronize them.
Administering Report Expert Chapter 9 Deleting Terms NOTE You cannot delete terms from the default terminology database. You can only delete terms from your domain terminology database. To delete terms in a terminology: 1. Under Terminology Editor, in the Terminology list, select a domain terminology containing the culture from which you want to delete terms. The terms from the domain terminology appear in the terminology editor table. 2.
Chapter 9 Administering Report Expert 2. In the Culture list, select a culture whose terms you want to copy. 3. Under Copy Terminology to a different Culture, in the Culture list, select the language to which you want to copy the terms. 4. Click Copy Terminology. The terms from the selected terminology culture are copied to the new culture within the same terminology.
Administering Report Expert Chapter 9 Deleting Cultures from Domain Terminologies NOTE If you delete a terminology’s default culture, you will delete the entire terminology. To delete a culture from a domain terminology: 1. Under Terminology Editor, in the Terminology list, select a domain terminology containing the culture that you want to delete. 2. In the Culture list, select the culture that you want to delete. 3. Click Delete Culture. 4. Confirm the deletion in the message box that appears.
Chapter 9 Administering Report Expert Configuring the Line Order Use the Line Order tab to specify the sort order of work cell names in a report. The default sort order of work cells is alphabetical. You can specify a line order if the actual order of the work cells on a line is not alphabetical. You cannot modify the work cell order for the Root Cause Analysis report as it uses line order by default. NOTE If you do not group work cells by line, the work cells will be sorted alphabetically.
Chapter 10 Glossary of Fields This chapter contains a glossary that defines each of the fields contained in the standard Report Expert report templates. Area A level of the plant model (which is constructed by enterprise, site, area, line, and then work cell). Availability The percentage of available time that the machine was actually running. Available Time It may be defined by a schedule or by information from the control system.
Chapter 10 Glossary of Fields Cycle Time Diff. The difference, represented by a negative number, between the ideal amount of time it should take to produce a part and the actual amount of time it took to produce parts. Better cycle time differences are indicated by a lower negative number. The calculation for this field is: CycleTimeDifference = IdealCycleTime - RealizedCycleTime. Cycle Time Diff. % The Cycle Time Difference as a percentage of the Ideal Cycle Time.
Glossary of Fields Chapter 10 End Value The value collected at the end of the event. Enterprise A level of the plant model (which is constructed by enterprise, site, area, line, and then work cell). Event Category The category of the event. Event Comment The wording of a comment that you have typed for an event in the Editor (page 115). Event Count The number of events that occurred during the reporting period.
Chapter 10 Glossary of Fields Event End Num The numeric value collected at the end of the event. Event Is Fault Information on whether the event is used for Faults metrics. Event Name The name of the event. Event Occurrence The identifier of a single event occurrence. Event Occurrence Count/Id The number of the event occurrences (for grouping rows). / The identifier of the single event occurrence (for detail rows). Event Reason The string value representing the event reason.
Glossary of Fields Chapter 10 Event Start Num The numeric value collected at the start of the event. Event Trigger A textual description of the data point used as a trigger for the event. Event Trigger Expression A FactoryTalk Transaction Manager expression used to determine the event trigger value. Event Value A text description of the data point used for the event value. Event Value Expression A FactoryTalk Transaction Manager expression used to determine the event value.
Chapter 10 Glossary of Fields Fault Count The number of faults that occurred in the reporting period. Fault Metric Use Defines how the event affects the calculation of Fault Metrics. Fault Time The time when the fault occurred. Faults The number of fault states. Faults per Hour Faults per Hour = Faults Count ⁄ Uptime The average amount of faults per hour during the reporting period. Good Parts The number of good parts produced.
Glossary of Fields Chapter 10 Ideal % A measurement of how close the activity area was to ideal performance. The calculation for this field is: Ideal % = GoodParts / IdealParts. It calculates the percentage of the ideal part count that was actually produced. Ideal Parts The total number of parts that could have been produced in the available time. The calculation for this field is: IdealParts = AvailableTime / IdealCycleTime.
Chapter 10 Glossary of Fields Min. Duration/Event Severity The shortest event or state occurrence (for grouping rows). / The numeric severity level assigned to the event (for detail rows). MTBF MTBF = Uptime ⁄ FaultCount Mean Time Between Failure (MTBF) is the ratio of running time to the total number of failures. It measures the average amount of time when a piece of equipment was in a running state between failures.
Glossary of Fields Chapter 10 Part Description The description of the part that was being produced when the event occurred. PartId The ID of the part that was being produced when the event occurred. Quality % The percentage of total parts produced that were of good quality. The calculation for this field is: Quality % = GoodParts / Total Parts. Realized Cycle Time The actual amount of time it took to produce a part. This value is a ratio of running time to the total number of parts produced.
Chapter 10 Glossary of Fields Scheduled Unavailable Time The scheduled unavailable time as defined by the work cell schedule. Scrap % The percentage of total parts produced that were rejected due to poor quality. The calculation for this field is: Scrap % = ScrapParts / TotalParts. Scrap Parts The number of parts rejected due to poor quality. Shift The shift during which the data was collected. Shift Name The name of the shift. Shift Number The number of the shift.
Glossary of Fields Chapter 10 Site A level of the plant model (which is constructed by enterprise, site, area, line, and then work cell). Start Time The date and time that the event or state started. Start Value The value collected at the start of the event. State Count The number of states that occurred during the reporting period. State Name The machine state. This field is color coded. TEEP (Total Effective Equipment Productivity (or Total Capacity).
Chapter 10 Glossary of Fields being produced and is measured in units of seconds per part. The calculation for this field is: Throughput = (TotalParts x IdealCycleTime) / Running Time. Time in Event The total time (HH:MM:SS.mmm) in the reporting period during which an event or state was occurring. Total Duration The total time (HH:MM:SS.mmm) in the reporting period during which an event or state was occurring. Total Parts The total number of parts produced.
Index 3 3 OEE Components Widget 42 A Activity Area Details Panel 109 Add the Report Expert Site to the Trusted Sites Zone 30 Adding Parameter Sets 156 Adding Report Subscriptions 153 Adding Terms Terminologies 161 Adding Tree Items 148 Administering Report Expert 135 Administration Page 32 Area 167 Availability 167 Available Time 167 Average Duration 167 Avg.
Index Editing Events 119 Editing Production Data 126 Editing Shift Instances 131 Editing Terms 162 Editing the Category - Name 119 Editing the Ideal Cycle Time 127 Editing the Number of Good and Scrap Parts 126 Editing the Part Id 127 Editing the Start/End Time 120 Editing the Start/End Value 122 Editing the Start/End Value of Events With a Value Lookup List 123 Editing the Start/End Value of Events without a Value Lookup List 123 Editing the Values of the User-Defined Summarization Fields 128 Editing Tree
Index Good Parts vs. Scrap Parts Widget 44 H Hardware and Software Requirements 20 I Ideal % 172 Ideal Cycle Time 172 Ideal Parts 173 Installation Assistance 187 Installing or Upgrading Report Expert 21 Installing Report Expert 21 Intended Audience 15 L Last State Widget 42 Line 173 M Machine State Name 173 Machine States Widget 45 Manual Data Editor 33 Max Duration 173 Max. Duration/Event Start Num 173 Min Duration 173 Min.
Index Report Expert Prerequisites 19 Report Expert Users 16 Report Templates 40 Report Viewer 35 Reporting Value 175 Rockwell Automation Support 187 Root Cause Analysis 66 Running Time 175 S Scheduled Unavailable Time 175 Scrap % 175 Scrap Parts 176 Select Area and Shift Details Panel 115 Selecting Date/Time 81 Selecting Shift 84 Selecting the Filtering Field and Value 94 Selecting the Grouping Expansion Type 89 Selecting the Grouping Field 87 Selecting the Grouping Type 87 Selecting the Sorting Field 91
Index Viewing and Using Reports 101 Viewing Saved Reports on the Explorer Page 99 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 W Welcome to Report Expert 13 Where Can I Go for Help? 16 Work Cell 178 181
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