dream report: secure and reliable reporting renee sikes applications engineer dream report brand...
TRANSCRIPT
Dream Report: Secure and Reliable Reporting
Renee SikesApplications EngineerDream Report Brand Manager
Agenda
• Review Automation Challenges• Overview of Dream Report Architecture• Security and Reliability Features
– Advanced .pdf security– Audit Trail and Version Control– User Management– Web Portal Security– Hot Backup Configuration
• Live Demo• Next Steps• Q&A
Reporting for Automation
• Common Problems– Accessing both real-time and
historical data from numerous sources
– Costly to implement– Requires IT, programming skills– Manual data entry– Distribution and automation of
reports– Resource intensive– Costly to maintain– Mobile support– Quality support and training– Licensing
Dream Report is the solution!
Product ArchitectureAutomatically Publish and Distribute
Generate and execute
Design and configure
Data Logger
Real-Time Data and Alarms
Access existing 3-d party archives
Design Reports
Configure Data Aggregation
Generate Reports
HMIs, PLCs, DCS, SCADA, …
K A F
Web Portal File Server eMail Printers Mobile
Connect to Data Sources
HISTORIAN access
• OPC HDA
• ODBC & OLE
• CSV files
• Native drivers for proprietary archives
REAL TIME data and alarms
- OPC DA-AE
- Native Drivers
Dream Report logger can archive real time data into any open database
• SQL Server
• MySQL
• Oracle
• Access
• …
Provide Data Provide Data
Provide Data
Provide Reports
• Design reports in easy environment
• Use Page Templates
• Use Report Templates
Define and execute periodically any type of calculations:
Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation…
Automatically:
On Schedule
On Event
Manually:
Select Report
Change period or select batch
Generate new report
Advanced .pdf Security
• Password protect .pdfs• Limit users ability to:
– Print reports– Change report– Copy or extract report– Add or change form
fields
• Allows secure email and web delivery of reports
Audit Trail and Version Control
• Track design versions of the report• Log and track all changes between
versions• Roll-back to a specific version
number• Version Control Elements:
– Object configurations(tags, times, appearance, etc)
– Deleting an object– Adding a new object– Moving an object location
• Audit Trail Logs: – Report Name– Version ID– Timestamp– User name– User comment
User Management
• Define Users and User Group Authorization for access to different project module
• Define access rights for individual reports within a project
• Control access to:– Designer Studio– Data configuration– Runtime engine: generating
reports and stopping the engine
– Web Portal
Web Portal Security
• User login required• Control access to dynamic report generation• Only view the reports the user has permissions to
access
Hot Backup Configuration
• Run a reporting station as a redundant system, tied to a main station
• Increase reliability of your reports
• User defined rate for ping frequency to verify that primary node is running
• Does not duplicate data or reports
Live Demo
Live Demo
What Tools are Needed?
• Licensing based on tag and web portal count– Contact us to discuss your project
• Like what you see? Have a project in mind? – Let us show you how Dream Report can solve your reporting needs
• Free Demo Available– Limits to 25 tags– Development will run for unlimited time, Runtime for 30 minutes at a
time
www.softwaretoolbox.com/DreamReport
Contact Information & Other Learning Opportunities
• Questions later?– Renee Sikes
– Software Toolbox Tech Support• [email protected]• 888-665-3678 or +1 704-849-2773
• Product Website– http://www.softwaretoolbox.com/dreamreport
• Other learning opportunities– Recording of this webinar– Visit softwaretoolbox.webex.com