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Factelligence™ Reports in Wonderware Information Server

Invensys Systems, Inc.

Revision D Last Revision: 12/1/08

Copyright
© 2008 Invensys Systems, Inc. All Rights Reserved. All rights reserved. No part of this documentation shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of Invensys Systems, Inc. No copyright or patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this documentation, the publisher and the author assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein. The information in this documentation is subject to change without notice and does not represent a commitment on the part of Invensys Systems, Inc. The software described in this documentation is furnished under a license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of these agreements.

Invensys Systems, Inc. 26561 Rancho Parkway South Lake Forest, CA 92630 U.S.A. (949) 727-3200 http://www.wonderware.com For comments or suggestions about the product documentation, send an e-mail message to productdocs@wonderware.com.

Trademarks
All terms mentioned in this documentation that are known to be trademarks or service marks have been appropriately capitalized. Invensys Systems, Inc. cannot attest to the accuracy of this information. Use of a term in this documentation should not be regarded as affecting the validity of any trademark or service mark. Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad, DT Analyst, Factelligence, FactoryFocus, FactoryOffice, FactorySuite, FactorySuite A2, InBatch, InControl, IndustrialRAD, IndustrialSQL Server, InTouch, MaintenanceSuite, MuniSuite, QI Analyst, SCADAlarm, SCADASuite, SuiteLink, SuiteVoyager, WindowMaker, WindowViewer, Wonderware, Wonderware Factelligence, and Wonderware Logger are trademarks of Invensys plc, its subsidiaries and affiliates. All other brands may be trademarks of their respective owners.

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Contents

Welcome............................................ 5
Documentation Conventions...............................................5 Technical Support ...............................................................6

Chapter 1 Using Factelligence Reports in Wonderware Information Server .............................. 7
Using Factelligence Reports in Reporting Services...........7 Installing Factelligence Wonderware Information Server Components ......................................................................8 Downtime Analysis Report ...............................................10 Genealogy by Work Order Report ....................................14 OEE Analysis Report ........................................................18 Time Duration Format ...................................................22 Supporting Tabular Data...............................................23 OEE by Shift Trend Report...............................................25 OEE Details Report...........................................................29 Time Duration Format ...................................................36 Supporting Tabular Data...............................................37 Production by Entity Report .............................................39 Production Event Summary for Utilization Report.........42 Time Duration Format ...................................................51 Supporting Tabular Data...............................................51

Wonderware Factelligence Integration Guide

..............................58 Listing Lots.............................57 Listing Downtime Reason Groups.............................................................................................................58 Listing Items and Lots Associated with an Item..............59 Searching for Entity Names ......................................61 Wonderware Factelligence Integration Guide ..........................................4 Contents Chapter 2 Starting Factelligence Manager from WIS .........59 Listing Work Order IDs ................................................57 Listing Entities.......60 Searching for Entity Names with Date Time Filter for OEE.60 Using Wildcard Characters in Searches ............................................................55 Chapter 3 Viewing Factelligence Reports in Table Weaver ....................................................

Code samples and display text. by using the print feature in Adobe Acrobat Reader. You can view this document online or you can print it. Factelligence Reports in Wonderware Information Server . and dialog box options. in part or entirely. including navigating menus.5 Welcome This guide shows you how to view Factelligence reports with either the Reporting Services feature or the Table Weaver feature of Wonderware Information Server (WIS). This guide assumes you know how to use Microsoft Windows. and moving objects on the screen. Documentation Conventions This documentation uses the following conventions: Convention Used for Initial Capitals Bold Monospace Paths and file names. If you need help with these tasks. commands. Menus. dialog box names. see the Microsoft online help. moving from application to application.

Any relevant output listing from the Log Viewer or any other diagnostic applications. Before you contact Technical Support. Details of how to recreate the problem. If known. if this is an ongoing problem. the Wonderware Technical Support case number assigned to your problem. have the following information ready: • • • • • • The type and version of the operating system you are using. Details of what you did to try to solve the problem(s) and your results. If you need to contact technical support for help. The exact wording of the error messages you saw. refer to the relevant section(s) in this documentation for a possible solution to the problem.6 Welcome Technical Support Wonderware Technical Support offers a variety of support options to answer any questions on Wonderware products and their implementation. Factelligence Reports in Wonderware Information Server .

Production event summaries for Utilization Using Factelligence Reports in Reporting Services You can view Factelligence reports in Reporting Services if you set up Wonderware Information Server (WIS) to use the Microsoft Reporting Services feature. Factelligence Reports in Wonderware Information Server . installed Information Server components when installing Factelligence. Genealogy to track specified items.7 Chapter 1 Using Factelligence Reports in Wonderware Information Server You can view Factelligence reports with either the Reporting Services feature or the Table Weaver feature of Wonderware Information Server (WIS). OEE data. and. Factelligence reports can show you: • • • • Production data for all shifts for specified entities and items.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Installing Factelligence Wonderware Information Server Components
To view Factelligence reports through the Wonderware Information Server (WIS) you must have Factelligence WIS components installed. You can run the Factelligence installation at any time to install the WIS components.
Note You must have Wonderware Information Server (WIS) installed and configured properly before installing the Factelligence WIS components. To Install WIS Components: 1 2 3

Run the Factelligence installation program. Click Next until you get to the Select Installation Type window. Select the Create a Report Server check box.

4 5

Select the Custom button. Verify that all three items under the Wonderware Information Server Contents group are indicating that they will be installed. They are: • Manager Menu Items

Table Weaver Reports

Factelligence Reports in Wonderware Information Server

Installing Factelligence Wonderware Information Server Components

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Reporting Services Reports

Continue until Factelligence installation is complete. Once installation of the WIS components are complete you can view the following:
6 • • • • • • •

Downtime Analysis Report Genealogy by Work Order Report OEE Analysis Report OEE by Shift Trend Report OEE Details Report Production by Entity Report Production Event Summary for Utilization Report

Factelligence Reports in Wonderware Information Server

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Downtime Analysis Report
The Downtime Analysis report shows down time data over a given period for selected parameters. A down time event may not end within the given period. The end of the period is extended to include the full range of the longest event. The Downtime Analysis report shows:

The time, number of occurrences, and percentage of total time in each Downtime state reason, grouped and totaled by state group. Overall total duration and number of occurrences.

For each reason group, two bar graphs show the top 10 durations by reason group and the top 10 durations by reason.
To show the Downtime Analysis report 1 2

Open the WIS portal. In the System pane, expand Reports, then Factelligence, and click Downtime Analysis. This will display the Date Time and Filter Screen in the main pane.

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In the Date Time section enter the Start Time and End Time, or enter the Start Time and select the Relative Time Range, for the report.

Factelligence Reports in Wonderware Information Server

6 You can also select values directly from your database in the following: • Items List: (Default ALL) • • Shift Name List: (Default ALL) Entities List: (Default ALL) Factelligence Reports in Wonderware Information Server . 5 In the Filter section enter pattern search values in the following: • Item Name Pattern: Produced item name • • • Shift Name Pattern: Shift name Entity Pattern: Entity name Work OrderID Pattern: Work order ID Note Pattern parameter searches allow you to narrow down the list of possible values by selecting only values that match the specified Wildcard Pattern. For more information on wildcard pattern searches. This will convert the times of your Date Time & Filter query result into the time zone which you select. see Using Wildcard Characters in Searches on page 61.Downtime Analysis Report 11 4 Select the Time Zone. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.

• False (Default) . displaying list fields could become very large and effect overall performance. 8 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True .Display your report’s filter criteria at the top of the generated report. Duration: Total down time (resolution in minutes) for the specified time period. 10 Click on a reason group in the tree to show more detail in the table. 9 Click Execute.Have the generated reports collapsed in the report tree result to be individually opened for viewing.Do not show filter criteria in generated report. Then change the specific list item radio button to True (Default False). Duration: Total down time (resolution in minutes) for the specified time period. The table shows the following: • Reason State • • • Freq: Total count of occurrences over the specified time period. • False . To avoid this.12 Chapter 1 Using Factelligence Reports in Wonderware Information Server • Work OrderID List: (Default ALL) You can select values from your database in the above mentioned list boxes by: Changing the Do not auto-populate list boxes radio button to False (Default True). Click the drop down arrow next to the list text box to display your available database values. The report is generated and shows a tree of reason groups and the following information: • Reason Group Name • • • Freq: Total count of occurrences over the specified time period. the Do Not Auto-populate List Boxes filter option is set to True by default. % of Total: percentage of total down time over the specified time period. Caution Depending on the size and variety of your database. % of Total: percentage of total down time over the specified time period. 7 Show Filter Criteria: • True (Default) .Display the generated reports fully expanded. Factelligence Reports in Wonderware Information Server .

another bar chart shows the top 10 down time durations sorted by reason state. Below the bar chart.Downtime Analysis Report 13 Below the table. a bar chart shows the top 10 downtime durations sorted by reason group. Factelligence Reports in Wonderware Information Server . The bar chart maps the reason states on the y-axis with the percentage down time on the x-axis of the bar chart. The bar chart maps the reason groups on the y-axis with the percentage down time on the x-axis of the bar chart.

14 Chapter 1 Using Factelligence Reports in Wonderware Information Server Genealogy by Work Order Report You use the Genealogy by Work Order report to show which (source) items were consumed directly and indirectly to produce a destination item. then Factelligence. expand Reports.wo_id AND item_prod.lot_no = item_cons. Factelligence Reports in Wonderware Information Server . and click Genealogy by Work Order. This will display the Date Time and Filter Screen in the main pane. you must ensure that produced items of the same production level share a common operation ID. In the System pane. Note Genealogy does not take into account Sublots.oper_id AND item_prod. for the report. or enter the Start Time and select the Relative Time Range. Sequence Number and Lot Number. To show the Genealogy by Work Order report 1 2 Open the WIS portal. The following criterion is being used to establish the correct linkage: item_prod.fg_lot_no The Genealogy by Work Order report shows for any specified produced item of a specified grade and status.seq_no = item_cons. To enable genealogy.wo_id = item_cons. Work Order ID.seq_no AND item_prod. 3 In the Date Time section enter the Start Time and End Time. all consumed items that went into its production.oper_id = item_cons.

This will convert the times of your Date Time & Filter query result into the time zone which you select. Click the drop down arrow next to the list text box to display your available database values. Factelligence Reports in Wonderware Information Server . 5 In the Filter section enter pattern search values in the following: • Item Name Pattern: Item name • • Work Order Id Pattern: Work order ID Entity Pattern: Entity name Note Pattern parameter searches allow you to narrow down the list of possible values by selecting only values that match the specified Wildcard Pattern.Genealogy by Work Order Report 15 4 Select the Time Zone. 6 You can also select values directly from your database in the following: • Item Name List: (Default ALL) • • Work OrderID List: (Default ALL) Entities List: (Default ALL) You can select values from your database in the above mentioned list boxes by: Changing the Do not auto-populate list boxes radio button to False (Default True). Then change the specific list item radio button to True (Default False). For more information on wildcard pattern searches. see Using Wildcard Characters in Searches on page 61. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.

For each consumed item. on the produced item groups that use the specified work order ID. The report is generated and shows a tree of work order IDs that match the filter. 10 Click on a work order ID in the tree to show more detail 11 Click on a produced item group to show its related data in a table.Have the generated reports collapsed in the report tree result to be individually opened for viewing.Display your report’s filter criteria at the top of the generated report. you can see: • • Item ID and Description Lot Factelligence Reports in Wonderware Information Server . • False (Default) .Display the generated reports fully expanded. displaying list fields could become very large and effect overall performance.16 Chapter 1 Using Factelligence Reports in Wonderware Information Server Note Depending on the size and variety of your database. the Do Not Auto-populate List Boxes filter option is set to True by default. • False . 9 Click Execute. 8 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True . To avoid this.Do not show filter criteria in generated report. The table shows in the header: • • • • • Produced Lot Target Entity Name Grade Description Status Description Produced Quantity & Units The table also shows all consumed items that went into the production of the selected produced item group. 7 Show Filter Criteria: • True (Default) .

Genealogy by Work Order Report 17 • Entity Name Factelligence Reports in Wonderware Information Server .

and click OEE Analysis.18 Chapter 1 Using Factelligence Reports in Wonderware Information Server OEE Analysis Report The OEE Analysis report will display the Overall Equipment Effectiveness grouped by entity over a specified period of time. • • • • % OEE % Utilization % Performance % Quality • OEE Trend Line Chart will display the OEE% per time period for each entity that matches the filter criteria. In the System pane. or enter the Start Time and select the Relative Time Range. expand Reports. for the report. The report will show: • Efficiency Analysis Bar Chart displaying the four KPI’s for every entity that matches the filter criteria. This will display the Date Time and Filter Screen in the main pane. If the selected end time is not a whole hour the report will go forward and utilize the collected statistical data up to the beginning of the next hour. 3 In the Date Time section enter the Start Time and End Time. Factelligence Reports in Wonderware Information Server . Note If the selected start time for the report is not a whole hour the report will use the collected statistical data back from the beginning of the hour. To show the OEE Analysis report 1 2 Open the WIS portal. then Factelligence.

5 In the Filter section enter the specific values for the following: • Entity Name: Entity Name • • • Work Order ID: Work Order ID Shift Desc: Shift Description Item ID: Item name You can also select values directly from your database for the following: • • • • Entity Name: (Default ALL) Work Order ID: (Default ALL) Shift Desc: (Default ALL) Item ID: (Default ALL) You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True). To avoid this. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.OEE Analysis Report 19 4 Select the Time Zone. displaying list fields could become very large and effect overall performance. 6 Report Sections Selection . This will convert the times of your Date Time & Filter query result into the time zone which you select. the Do Not Auto-populate List Boxes filter option is set to True by default. Caution Depending on the size and variety of your database.Select the reports sections you want to display: • All (Default) • • Data Filtering Criteria Efficiency Analysis Factelligence Reports in Wonderware Information Server . Click the drop down arrow next to the list text box to display your available database values.

regardless of how many hours there are in a shift. Note The OEE Analysis and OEE Details reports will display some invalid data if the Time Resolution is set to Hour and the data storage mode was Shift while generating the data in the Factelligence database. They are: • • Maintain distinct good production records Maintain distinct reject production records If these two parameter attributes are set to True/Yes (Default) the system will go into hourly data storage mode. All production is then stored in the first hourly bucket in the database for that shift. Two general system parameters determine whether the system will go into Shift or Hour storage mode for recording production (good and reject). By changing the two parameters attributes to False/No. The OEE Analysis and OEE Details report will correctly display the 4 KPIs per hour (Time Resolution = Hour) if the data in the Factelligence Database was recorded while in the hour data storage mode. In Shift mode it is recommended you only set Time Resolution to Shift or Day (Shift is the default value). All production (good or reject) is then stored in hourly buckets that it is related to. Factelligence Reports in Wonderware Information Server .20 Chapter 1 Using Factelligence Reports in Wonderware Information Server • 7 OEE Trend Time Resolution Selection: • Day • • Shift (Default) Hour Prior consideration must be taken into account to properly report OEE Analysis and OEE Details when making your Time Resolution selection. the system will go into shift data storage mode.

The report is generated and displays: • Data Filtering Criteria: The Start. Factelligence Reports in Wonderware Information Server . End or Time Range specified for the report.OEE Analysis Report 21 8 Click Execute.

See Supporting Tabular Data on page 23.22 Chapter 1 Using Factelligence Reports in Wonderware Information Server • Efficiency Analysis: This bar chart will show the four KPIs calculated for each entity that matches the filter criteria. See Supporting Tabular Data on page 23. Time Duration Format All report items that display time durations will show the time in hh:mm:ss format unless identified differently in the column header or chart label. Note Additional data can be retrieved from this chart. • • • Days and hours will be shown (calculated to) as hours (hh) with at least 2 digits. Note Additional data can be retrieved from this chart. • OEE Trend: This line chart will show a separate OEE% trend per Entity based on the Time Resolution selected. For example: Factelligence Reports in Wonderware Information Server . Minutes (mm) will be displayed with two digits. Seconds (ss) will be displayed with two digits.

you can then save this data to a file type of your choice for use in other application. Factelligence Reports in Wonderware Information Server . Select a file type. 15 hours. Once displayed.OEE Analysis Report 23 • • • 2 days. or entity bars or lines represented in the charts you will be redirected to more detailed supporting information. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. This tabular data represents the data used to compile the chart and can be exported for use in other applications. How to export (save) your data to file 1 Above the data displayed in the OEE Analysis by Period report is a report utility bar. and 36 seconds would look like: 63:45:36 36 seconds would look like: 00:00:36 45 minutes and 36 seconds would look like: 00:45:36 Supporting Tabular Data You can retrieve additional detailed information from each chart. 45 minutes. OEE Analysis by Period Reports By clicking on the Efficiency Analysis or OEE Trend chart titles you will be redirected to a detailed OEE Analysis by Period report. By clicking the chart titles.

OEE Details Reports By clicking on individual entity bars or trend lines in the charts displayed will redirect you to corresponding OEE Details Report for the entity or trend selected.24 Chapter 1 Using Factelligence Reports in Wonderware Information Server 2 Click the Export link to display the File Download dialog box. Factelligence Reports in Wonderware Information Server . Follow the prompts to save the file.

and click OEE by Shift Trend. Both are grouped by entity. Factelligence Reports in Wonderware Information Server .OEE by Shift Trend Report 25 OEE by Shift Trend Report You use the OEE by Shift Trend report to show data related to the determination of the Overall Equipment Effectiveness of a given entity for all shifts that started within the given time period. This will display the Date Time and Filter Screen in the main pane. The report shows the following key performance indicators (KPIs) as a table and a line chart. then Factelligence. day. and shift over a specified time period. • • • • % OEE % Utilization % Performance % Quality To show the OEE by Shift Trend report 1 2 Open the WIS portal. or enter the Start Time and select the Relative Time Range. 3 In the Date Time section enter the Start Time and End Time. expand Reports. for the report. In the System pane.

This will convert the times of your Date Time & Filter query result into the time zone which you select. 6 You can also select values directly from your database in the following: • Work OrderID List: (Default ALL) • • Entities List: (Default ALL) Shift Name List: (Default ALL) You can select values from your database in the above mentioned list boxes by: Changing the Do not auto-populate list boxes radio button to False (Default True). Factelligence Reports in Wonderware Information Server .26 Chapter 1 Using Factelligence Reports in Wonderware Information Server 4 Select the Time Zone. Then change the specific list item radio button to True (Default False). see Using Wildcard Characters in Searches on page 61. Click the drop down arrow next to the list text box to display your available database values. 5 In the Filter section enter pattern search values in the following: • Work OrderID Pattern: Work order ID • • Entity Pattern: Entity name Shift Name Pattern: Shift name Note Pattern parameter searches allow you to narrow down the list of possible values by selecting only values that match the specified Wildcard Pattern. For more information on wildcard pattern searches. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.

• False (Default) . % Util % Perf % Quality % OEE Factelligence Reports in Wonderware Information Server .Do not show filter criteria in generated report. displaying list fields could become very large and effect overall performance. For each day and shift combination. 7 Show Filter Criteria: • True (Default) . 10 Click on an entity in the tree to show more detail on the four KPIs in a table and a chart. 9 Click Execute. 8 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True .Display the generated reports fully expanded. To avoid this.Have the generated reports collapsed in the report tree result to be individually opened for viewing. the table shows the following data: • • • • • • Date Shift: Includes shift description and ID. the Do Not Auto-populate List Boxes filter option is set to True by default.Display your report’s filter criteria at the top of the generated report. The report is generated and shows a tree of entities that match the filter. • False .OEE by Shift Trend Report 27 Note Depending on the size and variety of your database.

28 Chapter 1 Using Factelligence Reports in Wonderware Information Server Below the table. a line chart shows the KPIs as data series. It maps the date and shift combinations on the x-axis with the OEE percentages on the y-axis of the line chart. Factelligence Reports in Wonderware Information Server .

day or hour over a specified period of time.OEE Details Report 29 OEE Details Report The OEE Details report is used to display the Overall Equipment Effectiveness grouped by shift. Runtime Events Duration Bar Chart showing total duration by reason code for all runtime events. OEE Detailed Information Table To show the OEE Details report 1 Open the WIS portal. Factelligence Reports in Wonderware Information Server . The report will show: • Efficiency Trend displaying the 4 KPI’s over the selected time period • • • • % OEE % Utilization % Performance % Quality • Efficiency Losses Bar Chart showing total utilization time grouped in 8 categories: • • • • • • • • Idle Time Scheduled Time Operating Time Downtime Net Operating Time Fully Productive Time Speed Losses Quality Losses • • • Downtime Events Duration Bar Chart showing total duration by reason code for all downtime events.

This will convert the times of your Date Time & Filter query result into the time zone which you select. 5 In the Filter section enter the specific values for the following: • Entity Name: Entity Name • • Work Order ID: Work Order ID Shift Desc: Shift Description Factelligence Reports in Wonderware Information Server . 4 Select the Time Zone.30 Chapter 1 Using Factelligence Reports in Wonderware Information Server 2 In the System pane. or enter the Start Time and select the Relative Time Range. If the selected end time is not a whole hour the report will go forward and utilize the collected statistical data up to the beginning of the next hour. expand Reports. and click OEE Details. for the report. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone. 3 In the Date Time section enter the Start Time and End Time. Note If the selected start time for the report is not a whole hour the report will use the collected statistical data back from the beginning of the hour. This will display the Date Time and Filter Screen in the main pane. then Factelligence.

Click the drop down arrow next to the list text box to display your available database values.Select the reports sections you want to display: • All (Default) • • • • • Data Filtering Criteria Efficiency Trend Efficiency Losses Event Categories OEE Detailed Information 7 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True . Factelligence Reports in Wonderware Information Server .Have the generated reports collapsed in the report tree result to be individually opened for viewing. To avoid this.OEE Details Report 31 • Item ID: Item ID You can also select values directly from your database for the following: • • • • Entity Name: (Default ALL) Work Order ID: (Default ALL) Shift Desc: (Default ALL) Item ID: (Default ALL) You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True). displaying list fields could become very large and effect overall performance. 6 Report Sections Selection . • False (Default) . Caution Depending on the size and variety of your database.Display the generated reports fully expanded. the Do Not Auto-populate List Boxes filter option is set to True by default.

32 Chapter 1 Using Factelligence Reports in Wonderware Information Server 8 Click Execute. The report is generated and displays: Factelligence Reports in Wonderware Information Server .

OEE Details Report 33 • Data Filtering Criteria: The Start and End Time or Time Range you specified for the report. All production is then stored in the first hourly bucket in the database for that shift. Factelligence Reports in Wonderware Information Server . the system will go into shift data storage mode. • Efficiency Trend Chart: The chart will show the 4 KPIs over the specified time range calculated per period as defined by the Time Resolution parameter. They are: • • Maintain distinct good production records Maintain distinct reject production records If these two parameter attributes are set to True/Yes (Default) the system will go into hourly data storage mode. By changing the two parameters attributes to False/No. Note The OEE Analysis and OEE Details reports will display some invalid data if the Time Resolution is set to Hour and the data storage mode was Shift while generating the data in the Factelligence database. Prior consideration must be taken into account to properly report OEE Analysis and OEE Details when making your Time Resolution selection. regardless of how many hours there are in a shift. All production (good or reject) is then stored in hourly buckets that it is related to. Two general system parameters determine whether the system will go into Shift or Hour storage mode for recording production (good and reject).

Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 37. • Efficiency Losses Bar Chart: The chart will show eight horizontal bars corresponding to the total duration calculated from the following production events: • • • • • • • • Idle Time Scheduled Time Operating Time Downtime Net Operating Time Fully Productive Time Speed Losses Quality Losses Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 37. Factelligence Reports in Wonderware Information Server .34 Chapter 1 Using Factelligence Reports in Wonderware Information Server In Shift mode it is recommended you only set Time Resolution to Shift or Day (Shift is the default value).

OEE Details Report 35 • Downtime Events Duration Bar Chart: This chart will show horizontal bars corresponding to the total duration of events grouped by reason code. Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 37. Note Additional data can be retrieved from this chart. • Runtime Events Duration Bar Chart: This chart will show horizontal bars corresponding to the total duration of events grouped by reason code. where each one of the reason codes corresponds to a downtime utilization state. See Supporting Tabular Data on page 37. Factelligence Reports in Wonderware Information Server . where each one of the reason codes corresponds to a runtime utilization state.

The table will display: • • • • • • • • • • Period – Label that identifies the grouping period Scheduled Time Operating Time Good Units Bad Units Total Units Availability% Performance% Quality% OEE% Time Duration Format All report items that display time durations will show the time in hh:mm:ss format unless identified differently in the column header or chart label.36 Chapter 1 Using Factelligence Reports in Wonderware Information Server • OEE Detailed Information Table: The OEE Details Table shows the detailed information for each time period (based on Time Resolution parameter) along with summary information grouped per day and by the time resolution selected. Factelligence Reports in Wonderware Information Server .

or entity bars or lines represented in the charts you will be redirected to more detailed supporting information. Efficiency Losses. and 36 seconds would look like: 63:45:36 36 seconds would look like: 00:00:36 45 minutes and 36 seconds would look like: 00:45:36 For example: Supporting Tabular Data You can retrieve additional detailed information from each chart.OEE Details Report 37 • • • • • • Days and hours will be shown (calculated to) as hours (hh) with at least 2 digits. This tabular data represents the data used to compile the chart and can be exported for use in other applications. Minutes (mm) will be displayed with two digits. 2 days. Seconds (ss) will be displayed with two digits. Once displayed. 15 hours. By clicking the chart titles. Downtime Events Duration or Runtime Events Duration chart titles you will be redirected to a detailed OEE Analysis by Period report. 45 minutes. OEE Analysis by Period Reports By clicking on the Efficiency Trend. Factelligence Reports in Wonderware Information Server . you can then save this data to a file type of your choice for use in other application.

2 OEE Details Reports By clicking on individual entity bars or trend lines in the charts displayed will redirect you to corresponding OEE Details Report for the entity or trend selected. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. Select a file type. Factelligence Reports in Wonderware Information Server . Click the Export link to display the File Download dialog box. Follow the prompts to save the file.38 Chapter 1 Using Factelligence Reports in Wonderware Information Server How to export (save) your data to file 1 Above the data displayed in the OEE Analysis by Period report is a report utility bar.

This will display the Date Time and Filter Screen in the main pane. To show the Production by Entity report 1 2 Open the WIS portal. for each item on each entity. 3 In the Date Time section enter the Start Time and End Time. for the report. the units produced. or enter the Start Time and select the Relative Time Range. 4 5 In the Filter section enter pattern search values in the following: Factelligence Reports in Wonderware Information Server . A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.Production by Entity Report 39 Production by Entity Report You use the Production by Entity report to show production data for all shifts that started within the given period for selected entities and items. This will convert the times of your Date Time & Filter query result into the time zone which you select. then Factelligence. The report shows. units rejected. and the calculated percentage quality in a table. expand Reports. Select the Time Zone. In the System pane. and click Production by Entity.

displaying list fields could become very large and effect overall performance. Click the drop down arrow next to the list text box to display your available database values.40 Chapter 1 Using Factelligence Reports in Wonderware Information Server • • Item Name Pattern: Produced item name Entity Pattern: Entity name Note Pattern parameter searches allow you to narrow down the list of possible values by selecting only values that match the specified Wildcard Pattern. For more information on wildcard pattern searches. • False . table. Then change the specific list item radio button to True (Default False). Caution Depending on the size and variety of your database. The table shows the following: • Item Name • • 10 Click on an entity in the tree to show more detail in a Item Description Units: Optional Units of Measure abbreviation.Display your report’s filter criteria at the top of the generated report. The report is generated and shows a tree of entities.Do not show filter criteria in generated report. 8 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True . Factelligence Reports in Wonderware Information Server . • False (Default) . the Do Not Auto-populate List Boxes filter option is set to True by default. see Using Wildcard Characters in Searches on page 61. 7 Show Filter Criteria: • True (Default) .Display the generated reports fully expanded.Have the generated reports collapsed in the report tree result to be individually opened for viewing. 9 Click Execute. To avoid this. 6 You can also select values directly from your database in the following: • Items List: (Default ALL) • Entities List: (Default ALL) You can select values from your database in the above mentioned list boxes by: Changing the Do not auto-populate list boxes radio button to False (Default True).

Rejects: Total units produced as not good production over the specified time period.Production by Entity Report 41 • • • Production: Total units produced over the specified time period with good quality. % Quality: calculated value = production / (production + rejects). Factelligence Reports in Wonderware Information Server .

Factelligence Reports in Wonderware Information Server . This will display the Date Time and Filter Screen in the main pane. Bar Chart displaying Top 10 event durations by reason. then Factelligence. In the System pane. Stacked Bar Chart displaying chronological event durations by entity. Data table of event details grouped by Pareto high or low grouping To show the Production Event Summary for Utilization report 1 2 Open the WIS portal.42 Chapter 1 Using Factelligence Reports in Wonderware Information Server Production Event Summary for Utilization Report The Production Event Summary for Utilization report is used to display production events over a specified period of time. and click Production Event Summary for Utilization. expand Reports. The report will show: • • • • • Bar Chart displaying Top 10 events by reason. Pareto Chart displaying event counts and/or durations by Pareto high or low grouping.

Production Event Summary for Utilization Report 43 3 In the Date Time section enter the Start Time and End Time. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.07:00 ProdEvent_003 06:00 07:00 10/15/2008 8:00:00 AM Note Any job that partially falls within the selected time range will have the entire job data included in the selected report.05:30 ProdEvent_002 04:00 05:00 06:00 End Time for Report 05:30 . ProdEvent_002.07:00 Report will include: ProdEvent_001.02:30 ProdEvent_001 00:00 10/14/2008 11:00:00 PM 01:00 02:00 03:00 02:30 . 5 In the Filter section enter the specific values for the following: • Reason Group Desc: Reason Group Description • • • • • • Shift Desc: Shift Description Work Order ID: Work Order ID Util State Desc: Utilization State Reason Desc: Reason Description Entity Name: Entity name Item ID: Item ID Factelligence Reports in Wonderware Information Server . 00:00 . 4 Select the Time Zone. ProdEvent_003 01:00 Start Time for Report 00:00 . for the report. This will convert the times of your Date Time & Filter query result into the time zone which you select. or enter the Start Time and select the Relative Time Range.

Click the drop down arrow next to the list text box to display your available database values. Count 8 Select Pareto Low Level Grouping: • Reason Group Desc • • • • • • • • Reason Desc (Default) Util State Desc Shift Desc Entity Name Loss Type Item ID Work Order ID User ID Factelligence Reports in Wonderware Information Server . 6 Select Loss Type: • ALL (Default) • • • Availability Loss Performance Loss Idle 7 Select Pareto Count/Duration: • Count • • • Duration Count. To avoid this. the Do Not Auto-populate List Boxes filter option is set to True by default. Duration (Default) Duration. Caution Depending on the size and variety of your database.44 Chapter 1 Using Factelligence Reports in Wonderware Information Server • User ID: User ID You can also select values directly from your database for the following: • • • • • • • Reason Group Desc: (Default ALL) Shift Desc: (Default ALL) Util State Desc: (Default ALL) Reason Desc: (Default ALL) Entity Name: (Default ALL) Item ID: (Default ALL) User ID: (Default ALL) You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True). displaying list fields could become very large and effect overall performance.

Production Event Summary for Utilization Report 45 Note Selecting to group by Work Order ID will allow the user to see duplicate events for the same utilization state and entity that only differ in Work Order.): • Default 30 sec. Factelligence Reports in Wonderware Information Server .Display the generated reports fully expanded. • False (Default) .Have the generated reports collapsed in the report tree result to be individually opened for viewing. 13 Events Detail Order (Select): • • Ascending (Default) Descending 14 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False): • True . 9 Select Min Event Duration (sec. sections you want to display: • All (Default) • • • • • • • • • • • • • • • 10 Select Report Sections Selection: Select the reports Data Filtering Criteria Events Count Events Duration Utilization Reasons Gantt Chart Pareto Chart Default 0 N/A (Default) Reason Group Desc Util State Desc Shift Desc Entity Name Loss Type Item ID Work Order ID User ID 11 Pareto Top Count: 12 Pareto High Level Grouping (Select): Note Selecting to group by Work Order ID will allow the user to see duplicate events for the same utilization state and entity that only differ in Work Order.

46 Chapter 1 Using Factelligence Reports in Wonderware Information Server 15 Click Execute. Factelligence Reports in Wonderware Information Server .

Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 51.Production Event Summary for Utilization Report 47 The report is generated and displays: • Data Filtering Criteria: The Start and End Time or Time Range you specified for the report. Factelligence Reports in Wonderware Information Server . • Events Count Bar Chart: This bar chart will display up to 10 horizontal bars corresponding to the top 10 event counts by reason.

Note Additional data can be retrieved from this chart. Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 51. • Utilization Reasons Gantt Chart: This horizontal bar chart displays a chronological view of the time evolution of the reason codes for each of the entities that match the filter criteria over the selected period of time.48 Chapter 1 Using Factelligence Reports in Wonderware Information Server • Events Duration Bar Chart: This bar chart will display up to 10 horizontal bars corresponding to the top 10 event durations by reason. Factelligence Reports in Wonderware Information Server . See Supporting Tabular Data on page 51.

Each bar represents the number or duration of events for the low level grouping specified by the user or a specified high level grouping (optional). Note Additional data can be retrieved from this chart. Factelligence Reports in Wonderware Information Server . See Supporting Tabular Data on page 51.Production Event Summary for Utilization Report 49 • Pareto Bar Chart: The Pareto chart displays the count and/or duration of events in a horizontal bar chart.

Second Level grouping corresponds to the Low Level Grouping as defined for the Pareto Chart.50 Chapter 1 Using Factelligence Reports in Wonderware Information Server • Event Details Table: The Event Details Table displays detailed information for each event along with summary information for the grouping levels in the Event Details order selected. Lowest level grouping is per Entity. Three levels of grouping will be implemented: • • • Top Level grouping corresponds to the High Level Grouping as defined for the Pareto Chart. Factelligence Reports in Wonderware Information Server .

Minutes (mm) will be displayed with two digits. 15 hours. or the Utilization Reason Gantt Chart titles you will be redirected to detailed count reports. Chrono. By clicking the chart titles. Seconds (ss) will be displayed with two digits. 2 days.Production Event Summary for Utilization Report 51 Time Duration Format All report items that display time durations will show the time in hh:mm:ss format unless identified differently in the column header or chart label. and 36 seconds would look like: 63:45:36 36 seconds would look like: 00:00:36 45 minutes and 36 seconds would look like: 00:45:36 For example: Supporting Tabular Data You can retrieve additional detailed information from each chart. Events Duration. Parento Reports By clicking on the Events Count. or entity bars or lines represented in the charts you will be redirected to more detailed supporting information. Pareto Bar Chart. 45 minutes. This tabular data represents the data used to compile the Factelligence Reports in Wonderware Information Server . Event Counts. • • • • • • Days and hours will be shown (calculated to) as hours (hh) with at least 2 digits. Duration.

52 Chapter 1 Using Factelligence Reports in Wonderware Information Server charts and can then be exported to use in other applications. you can then save this data to a file type of your choice for use in other application. Once displayed. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. How to export (save) your data to file 1 Above the data displayed is a report utility bar. This tabular data represents the data used to compile the chart and can be exported for use in other applications. Select a file type. Factelligence Reports in Wonderware Information Server .

Production Event Summary for Utilization Report 53 2 Click the Export link to display the File Download dialog box. Events Summary for Utilization Reports By clicking on one of the events or duration bars in these charts will redirect you to Events Summary for Utilization Reports comprised of the corresponding event or duration selected. Factelligence Reports in Wonderware Information Server . Follow the prompts to save the file.

54 Chapter 1 Using Factelligence Reports in Wonderware Information Server Factelligence Reports in Wonderware Information Server .

In the Administration pane. Note During the installation you need to make sure that the Manager Menu Item feature is selected and installed. expand Factelligence. Factelligence Reports in Wonderware Information Server .55 Chapter 2 Starting Factelligence Manager from WIS You can easily start the Factelligence Manager directly from the WIS portal. To start the Factelligence Manager from WIS 1 2 Open the WIS portal.

The Factelligence Manager opens in a new web page. Factelligence Reports in Wonderware Information Server .56 Chapter 2 Starting Factelligence Manager from WIS 3 Click Manager.

To list Downtime Reason Groups in WIS Table Weaver 1 2 Open the WIS portal.57 Chapter 3 Viewing Factelligence Reports in Table Weaver If you selected the Table Weaver Reports feature during the installation. expand Table Weaver > Factelligence > Lists. you can use the Table Weaver feature of WIS to show Factelligence reports. In the System pane on the left. Factelligence Reports in Wonderware Information Server . You can view as a list: • • • • • Downtime Reason Groups Entities Items Lots Work Order IDs You can also use the Table Weaver search function to find: • • Entity Names Entity Names with Date Time Filter for OEE Listing Downtime Reason Groups You can use the Table Weaver feature of WIS to list Downtime Reason Groups in your Factelligence environment.

Click Entities. To list Entities in WIS Table Weaver 1 2 3 Open the WIS portal. In the System pane on the left. The main pane shows the Items configured in Factelligence. Listing Items and Lots Associated with an Item You can use the Table Weaver feature of WIS to list Items in your Factelligence environment. Click Items. Listing Entities You can use the Table Weaver feature of WIS to list Entities in your Factelligence environment. expand Table Weaver > Factelligence > Lists. The main pane shows the Downtime Reason Groups configured in Factelligence. To list Items in WIS Table Weaver 1 2 3 Open the WIS portal. The main pane shows the Entities configured in Factelligence. In the System pane on the left. Factelligence Reports in Wonderware Information Server . expand Table Weaver > Factelligence > Lists.58 Chapter 3 Viewing Factelligence Reports in Table Weaver 3 Click Downtime Reason Groups.

expand Table Weaver > Factelligence > Lists. such as all of the items produced on a production line on a specific day or all of the raw material associated with a specific serial number. Click Lots. In the System pane on the left. The main pane shows the Lots configured in Factelligence. The main pane shows the Lots that are associated with the specified item. click the icon in the ListLotsOfItem column for a specific item. Lots represent a unit of production or consumption. Factelligence Reports in Wonderware Information Server .Listing Lots 59 To list all lots for a listed item in WIS Table Weaver From the List Items report in WIS Table Weaver. To list Work Order IDs in WIS Table Weaver 1 2 Open the WIS portal. To list Lots in WIS Table Weaver 1 2 3 Open the WIS portal. Listing Work Order IDs You can use the Table Weaver feature of WIS to list Work Order IDs in your Factelligence environment. In the System pane on the left. Listing Lots You can use the Table Weaver feature of WIS to list Lots in your Factelligence environment. expand Table Weaver > Factelligence > Lists.

see Using Wildcard Characters in Searches on page 61. type the Entity name you are searching for. Searching for Entity Names You can use the Table Weaver feature of WIS to search for Entities in your Factelligence environment. Factelligence Reports in Wonderware Information Server . Click Go. Click Entity Names. expand Table Weaver > Factelligence > Searches. 5 Searching for Entity Names with Date Time Filter for OEE You can use the Table Weaver feature of WIS to search for Entities with a date time filter in your Factelligence environment.60 Chapter 3 Viewing Factelligence Reports in Table Weaver 3 Click Work Order IDs. in the EntityName box. The main pane shows the Entities configured in Factelligence that fulfill the search criteria. The main pane shows the Work Order IDs configured in Factelligence. For more information. In the System pane on the left. In the main pane. To search for Entities in WIS Table Weaver 1 2 3 4 Open the WIS portal. You can use wildcard characters to limit your search range.

type the end date time. In the ShiftSearchEndDT. In the ShiftSearchStartDT box. type the start date time. _ Any single character. In the System pane on the left.Using Wildcard Characters in Searches 61 To search for Entities with date time filter in WIS Table Weaver 1 2 3 4 Open the WIS portal. type the Entity name you are searching for. For more information. The main pane shows the Entities configured in Factelligence that fulfill the search criteria. do the following: a In the EntityName box. see Using Wildcard Characters in Searches on page 61. M% Matches all values starting with ‘M’ followed by any character sequence M_B Matches all values starting with ‘M’ followed by any character. Using Wildcard Characters in Searches You can use the following wildcard characters to filter your search results: Wild card % Description Example Any string of zero or more characters. expand Table Weaver > Factelligence > Searches. b c 5 Click Go. In the main pane. You can use wildcards to limit your search range. followed by ‘B’. Click Entity Name Search with Date Time Filter for OEE. Factelligence Reports in Wonderware Information Server .

M[a-z] Matches all values starting with ‘M’ followed by any single lowercase character M[^a] Matches values staring with ‘M’ followed by any single character that is not ‘a’. Any single character not within the specified range.62 Chapter 3 Viewing Factelligence Reports in Table Weaver Wild card [] Description Example Any single character within the specified range. [^] Factelligence Reports in Wonderware Information Server .

37 OEE Analysis Report 18 OEE by Shift Trend Report 25 OEE Details Report 24. Parento Reports 51 Events Summary for Utilization 53 Events Summary for Utilization Reports 53 L Listing 58 Downtime Reason Groups 57 Entities 58 Lots 59 Work Order IDs 59 Lots Associated with an Item 58 F Factelligence Manager 55 Factelligence Reports viewing in Table Weaver 57 Factelligence Reports in Reporting Services 7 Factelligence Reports in Wonderware Information Server 7 O OEE Analysis by Period Reports 23. 38 P Production by Entity Reports 39 Production Event Summary for Utilization Report 42 G Genealogy by Work Order Report 14 Factelligence Reports in Wonderware Information Server . 29. Chrono. Duration.63 Index D Date Time Filter for OEE 60 Documentation Conventions 5 Downtime Analysis Report 10 Downtime Reason Groups 57 I Install Factelligence Wonderware Information Server Components 8 Items 58 Items and Lots Associated with an Item 58 E Entities 58 Entity Names 60 with Date Time Filter for OEE 60 Event Counts.

37. 51 U Using Factelligence Reports in Reporting Services 7 Using Wildcard Characters in Searches 61 V Viewing Factelligence Reports in Table Weaver 57 S Searching for Entity Names 60 for Entity Names with Date Time Filter for OEE 60 W Wildcard Characters in Searches 61 WIS 7. 36. 51 T Tabular Data 23. 37 OEE by Shift Trend 25 OEE Details 24. 55 Starting Factelligence Manager from WIS 55 Wonderware Information Server 7 Work Order IDs 59 Factelligence Reports in Wonderware Information Server . 37. 51 Time Duration Format 22. 38 Parento 51 Production by Entity 39 Production Event Summary for Utilization 42 Starting Factelligence Manager from WIS 55 Supporting Tabular Data 23. 29.64 Index R Reporting Services 7 Using Factelligence Reports 7 Reports 53 Chrono 51 Downtime Analysis 10 Duration 51 Event Counts 51 Genealogy by Work Order 14 OEE Analysis 18 OEE Analysis by Period 23.