Information delivery and reporting with Wonderware tools

Ernst van WykWonderware Southern Africa

It ain’t over…

Data

Information

Context

Automation Data

Real-time Context

InTouch

Historical Context

Project not over until Reports

accepted

Agenda

Introduction

Reporting

Dashboards

Considerations

We Want!

HOW?

WHO?WHY?

How are the reports delivered?

What should reports look like?

WHAT?Why are reports

needed?

Who wants reports?

The Who

Operations Management

Production

• Operating efficiency• React to events• Shift Targets

• Optimise Operations• Manage Breakdowns• Manage Maintenance• Shift Targets• Shifts Progress

• Management Reports• Plant Performance• Maximise investment• Optimise throughput

Production

Financial

The Why?

Perspective Supervisory

Maintenance

MES

Looking at the same data

For different reasons

Project not done until

client is happy

Real-time

Batch IDs

Work orders

The What

Design with Client

Tables

Graphs

ChartsKPIsDrill-downs

Other Influences

HOW?

WHO?WHY?

WHAT?

HOW?

HOW?

Other Influences

Email?

Excel?

Word?

HTML?Print?

PDF?

Wonderware Historian

LIMS or other open plant databases

Wonderware MES Modules

Process Graphics & Trending

Content Sources

Information Server v3.0

Web Content Mgr Web Clients

Web Client Types

MicrosoftSharePoint

SAP

Information Server 3.0

Agenda

Introduction

Reporting

Dashboards

Considerations

Reporting options

Information Server v3.0

Web Content MgrActiveFactory

Reports

TableWeaver

Microsoft Reporting Services

Reporting Comparison

ExpertiseLimited

formatting, Complex

Non-InSQL Data, Printing, e-mailWeakness

Formatting, Paper, e-mail

Drill ThroughInSQL DataSweet Spot

SQL, .NET, Reporting Services

SQLExcel, InSQLTechnologies To Know

Visual StudioBrowserExcelAuthoring

Reporting Services

Table Weaver

PublishedActiveFactory

Reporting options

Information Server v3.0

Web Content MgrActiveFactory

Reports

TableWeaver

Microsoft Reporting Services• Basic Batch

• Ad Hoc Analysis• Trends• Large dataset

calculations

• Alarm frequency analysis

• Basic Linked tables

• Everything!

Case Study

Database Options

Historian(InSQL)

Alarm DB

Information Server

Information Users

Tag ContextProcess context can be directly related to tags

Continuous Process(Expo Demo)

Active FactoryReporting ServicesTable Weaver

Manual Data

Database Options

Historian(s)(InSQL) Alarm DB

Information Server or SharePoint Server

Information UsersMS TechnologiesIntegration ServicesAnalysis ServicesBizTalk

Exposes data from any DB

Operational Data Storage

Lab SystemOther DB’s

MES DB

System Platform used to trigger events and post data to any DB

Mixed Process, Many Plants

Reporting ConsiderationsDatabase

Views A Database View is a prebuilt query that provides a certain

perspective (view) into a database

Simplifies reports

Improves performance

ContextMight require

event detection

Historian

Application server

► Common Databases• InSQL• Alarm Database• Custom Database• Wonderware MES DB• Data Warehouse

Agenda

Introduction

Reporting

Dashboards

Considerations

What is a dashboard?

Single Visual Displayof the

Most important information needed to achieve objective(s)

which can be

monitored at a glance

Definition adapted from Stephen Few, Information Dashboard Design, O’Reilly, 2006.

Reporting options

Information Server v3.0

Web Content MgrActiveFactory

Reports

TableWeaver

Live Graphics

Dashboard Technology Comparison

ComplexOnly InSQLLimits in complexityWeakness

Drill ThroughInSQL DataDials, IndicatorsSweet Spot

SQLInSQL, App Server

InTouch, App Server, SQL

Technologies To Know

BrowserTrendInTouchAuthoring

Table WeaverAF TrendLive Graphics

Dashboard Considerations

► Live KPI’s▪ Calculated▪ Use App Server KPI object

Agenda

Introduction

Reporting

Dashboards

Considerations

ConsiderationsRequires Project

Planning

Change Control

User RequirementSpecification

Functional Design

Detail Design

Proper specifications

Choose partner with

care

IT Project

Sign-over is subjective decision

Not an Automation

Project Add-on

Microsoft

Wonderware

Experience

Project Management

Easy to make reports: Are they useful?

Considerations

► Training and Experience required▪ SQL▪ Microsoft

• MS SQL management/deployment• Reporting Services• SharePoint / HTML / Web• Integration/Analysis Services• Info Path / Forms Server

▪ Wonderware• Historian (InSQL)• Active Factory• InTouch• Application Server• Information Server

Questions