indusoft and dream report webinar

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Dream Report 4.5 Designer–Friendly™ Programming Free™ Reporting Ocean Data Systems For InduSoft

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DESCRIPTION

A webinar detailing how InduSoft and Dream Report have teamed up to offer new reporting options to InduSoft Web Studio users.

TRANSCRIPT

Page 1: InduSoft and Dream Report Webinar

Dream Report 4.5Designer–Friendly™ Programming Free™

Reporting

Ocean Data Systems

For InduSoft

Page 2: InduSoft and Dream Report Webinar

Dream Report is:Dream Report is professional Designer-Friendly™

reporting software for industrial automation

Scalable All-In-One Solution

• Simple installation, no strong resources required

• Produces PDF, Excel, Web, Database output

Easy-to-use

• No programming or scripting

• No software development skills are required to design reports

• 2 Days training is enough to develop and maintain reporting

Open connectivity• Real-time connectivity to SCADAs, HMIs, PLCs, …• Connectivity to databases (SQL Server, MySQL, Oracle, …)• Direct connectivity to proprietary historians

Page 3: InduSoft and Dream Report Webinar

How it Works and What it Does:

Connect to data sources

Design report templates

Generate reports

Publish & Distribute reports

Page 4: InduSoft and Dream Report Webinar

Automatically 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

GenerateReports

HMIs, PLCs, DCS, SCADA, …

Connect to Data Sources

HISTORIAN DATA 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

The Architecture:Web Portal File Server eMail Printers MobileFTP Server

Page 5: InduSoft and Dream Report Webinar

Integration with Indusoft Web Studio

Real-timeSystemPlatform

Dream Report

Direct Driver

Native driver

Historical

Direct Driver

Real-Time Tag Values

Historical Tag Values

Historical Alarms and

Events

Page 6: InduSoft and Dream Report Webinar

Reporting Development Environment

Developer-friendly environment

Integrated statistical objects

Built-in statistic functions

Template-based development

No programming, no SQL scripts

Charts Tables Widgets Pictures

Page 7: InduSoft and Dream Report Webinar

Secure Environment

FDA CFR 21 Part 11 validation:

User Management:• Local or Windows-integrated user management• Support Windows local or/and domain users and user groups• Extended user access control to reports and modules

Version Control

• Secure version ID stamp on reports

• Ability to roll back to the specific (certified) report version

• Track user changes in secure database

Runtime is running as a service!

DID Y

OU

SEE

THAT?!!

Page 8: InduSoft and Dream Report Webinar

User Management

Access to Windows domain or local Windows users and user groups

Assign access to Dream Report to Windows domain or local Windows users and user groups

Separate access to view and generate reports

Page 9: InduSoft and Dream Report Webinar

Report Version Control

Add secure object with report version on report page

Every save of report modification increment its version

Option to oblige developer to enter comments

Ability to roll-back or roll-forward report to desired version

Audit trail database with all versions information with:• Date and time• Report name and Version number• User name• User comments

Page 10: InduSoft and Dream Report Webinar

RedundancyTwo runtime engines can run in a couple in hot-backup mode:

Redundant servers will share: Connectivity to data sources Archiving data Generating reports

Sharing one database

MainServer

BackupServer

CentralDatabase

Using different databases

MainServer

BackupServer

Page 11: InduSoft and Dream Report Webinar

Engineering Tools

Dream Report

Page 12: InduSoft and Dream Report Webinar

Automatic Project Generator Wizard: Create a complete turn-key simple project in 20 clicks!

Engineering Tools

Page 13: InduSoft and Dream Report Webinar

Virtual Report Instances

Create report instances just by selecting different sets of tags

No need to re-create reports

Manage one report with multiple sets of tags as multiple reports

Separate generation and distribution rules for each report template

Apply to multiple equipmentOne Report

Engineering Tools

Page 14: InduSoft and Dream Report Webinar

Build a Chart or Calculations on Prepared Aggregated Data

Define extraction mode for any object from any data source:

Data Aggregation Filter

(e.g. Hourly averages, first 10 values, 100 values over period, any …)

Build charts directly on key values

Automatically works on all retroactive historical data

Page 15: InduSoft and Dream Report Webinar

Archive Aged Data and Keep it Ready and Available

Define maximum age for data in Dream Report database

Database Archiving

All aged data will be recorded into binary archive files and deleted from

Dream Report database

When generating report, which requires aged data – it will be automatically loaded

into the database, generate report and then remove it from the database again.

Dream Report Database

File ServerBinary archive files with aged data

Generated reports

Archiving aged data Auto-load of aged data for report generation

Page 16: InduSoft and Dream Report Webinar

Setpoint AnalysisAutomatic Setpoint Analysis and Results Calculation

Start and End of stability zone

Mark on a chart Start and End of stability

Automatic stability process validation – Pass or Failed

Calculate rate of change before/after stability

Calculation and Display on a chart: Fastest/Slowest TC, All TCs

Various rules for process validation

Page 17: InduSoft and Dream Report Webinar

Pulse AnalysisIntegrated Statistical Functions for Pulse Detection and Analysis

Number of pulses

Min pulse value

Maximum pulse value

Pulse period

Page 18: InduSoft and Dream Report Webinar

Tag Dictionary: Manage your tags in the one central place

Manage All tags, used in your project in One place

Change One tag – change All related Objects

See, Print list of tags, used in your project

Engineering Tools

Page 19: InduSoft and Dream Report Webinar

Dynamic Report Generation by Dynamic Parameters

Define internal logic parameters and use them in reporting objects

Internal Project Parameters

Pass dynamic parameters values by command line, by hyperlink

from another generated report, by URL/WebAPI (for web reports)

Provides users with reach dynamic filtering capabilities from

external application

Enables users to create “Drill-Down” reporting application (from one report generate another report using selections from the parent report)

Page 20: InduSoft and Dream Report Webinar

Custom Archive Import:

Periodic automatic import of any external open or custom archive into a

Dream Report database (e.g. SQL Server)

Is not limited to a database – the tool is available for all historical drivers

Available import by period (e.g. every 1 hour) or by absolute time

Engineering Tools

Dream Report

Excel filesCSV files…

Custom Archive Import

SQL Server

Page 21: InduSoft and Dream Report Webinar

Interactive Reporting

Ocean Data Systems

Page 22: InduSoft and Dream Report Webinar

WEB Reports

User is able to:

Add dynamic generation and filtering controls directly to report

Combo box (List box)

Button (action button)

Date/time picker

Hyperlink

User can make filtering selections directly in report and see the result straight forward.

Web reports do not create a document (file) for every generation The result is on the screen

Page 23: InduSoft and Dream Report Webinar

Web Reports

Slide 23

Filtering capabilities for web reports:

Combo boxes can be automatically filled with:

List of tags for dynamic replacement

List of batch Ids for report generation

Result of SQL query for filtering

Predefined manual entries

Text edit boxes can contain user manual entries

Page 24: InduSoft and Dream Report Webinar

Web Reports

Slide 24

Action capabilities for web reports:

Action button may have the following actions:

Refresh report

Save current report as PDF file

Login with a different user

Logout

Upload local file to a server (e.g. CSV, Excel, …)

Manual values management commands

Page 25: InduSoft and Dream Report Webinar

OEE And Performance

Ocean Data Systems

Page 26: InduSoft and Dream Report Webinar

Maintenance Reports

OEE – Operating Efficiency Evaluation Reporting

Equipment Running time

Equipment Down time

On Counter / Off Counter

System Availability

Production KPIs

Conditional calculations

Dream Report has integrated built-in functions to calculate:

Page 27: InduSoft and Dream Report Webinar

Automatic report generation and distribution upon calculated OEE data

Generate and send report as soon up time reaches pre-defined value

Generate and send service request upon equipment running time

Let system analyze and control maintenance of your equipment for you!

Proactive Maintenance Reports

Page 28: InduSoft and Dream Report Webinar

Energy Management

Ocean Data Systems

Page 29: InduSoft and Dream Report Webinar

Energy Efficiency ReportingSaving Energy Is:

3. Workout optimization decisions

1. Measure Energy Consumption

2. Locate cost centers, analyze them

4. Measure energy saving effect

Page 30: InduSoft and Dream Report Webinar

Energy Efficiency Reporting

Measure Energy Consumption:

Integrated smart function to calculate counter

Integrated function to calculate produced energy of burned fuel

Integrated function to calculate produced emission of burned fuel

Page 31: InduSoft and Dream Report Webinar

Energy Efficiency ReportingDisplay Energy Information

Calculated information can be displayed as:

Numeric value

Dashboard

Energy indicator

Bar graph

Chart

Page 32: InduSoft and Dream Report Webinar

Energy Efficiency Reporting

Locate Energy Cost Centers:

Compare energy consumption between similar facility units

Compare energy consumption for the same unit for different periods

Use integrated reporting tools to measure Energy Efficiency:

- Energy Signature

- Energy Indicator

- COP (Coefficient of Product) for HVAC

Page 33: InduSoft and Dream Report Webinar

Reports Examples

Page 34: InduSoft and Dream Report Webinar

Advanced Manual Data Management

Dream Report

Page 35: InduSoft and Dream Report Webinar

Manual Data Entry Web Forms

Define manual parameters (Names, types, validation rules)

Add text box objects, combo (list) boxes and link them to

corresponding manual parameters

Build multiple data entry forms in a free way

Also, build data correction and data validation forms

Page 36: InduSoft and Dream Report Webinar

Manage Manual Data

Using Manual Data, User Can:

Correct existing values

Correct timestamp of existing values

Validate existing values (either original or corrected)

Insert Manual Values

Do report on non-validated values only

Do report on validated values only

Do report on non-validated and validated values

Page 37: InduSoft and Dream Report Webinar

Track Manual Data

Having Manual Data In a Database, You Track:

- All values

- Only Original Values

- Only Validated Values

- Only Non-validated values

Original values

Each Value Correction

User name and timestamp for every operation

Driver directly extracts manual values by criteria:

Page 38: InduSoft and Dream Report Webinar

Integration Into External Applications

Ocean Data Systems

Page 39: InduSoft and Dream Report Webinar

Command Line Report Generation

Compile a Command Line in HMI or other external application

Launch command line and generate report

Report can be automatically open upon generation

Dream Report will be used as invisible/transparent report

generation platform

Page 40: InduSoft and Dream Report Webinar

Dynamic Report Generator as ActiveX

Dynamic Report Generator can be integrated into external application User Interface as ActiveX

User will see all reports tree, select report, time period and generate

report directly from his native user interface

Default time period can be pre-defined

Perfect solution to use with any ActiveX container 3rd party application

Page 41: InduSoft and Dream Report Webinar

Web Reports Integration using Web API Integrate Dream Report web page into 3rd party web portal

Generate and display result report using URL command only

Pass dynamic time period and/or other multiple dynamic

parameters using URL command or/and Web API

So, user can user Dream Report as transparent report generation

platform, seamlessly integrated into external web application

Page 42: InduSoft and Dream Report Webinar

Thank You!

Ocean Data Systems