MI09 FactoryTalk Historian SE Advanced Lab

Agenda
Introduction Session Overview Individual Lab Descriptions Discussion of Images Related Sessions

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What Keeps You Up At Night?

Plant Management

What is capacity for new order? What is my first pass quality?

Knowledge Worker

Where are bottlenecks? Scheduling

How are we doing against plan?

What are downtime causes?

Machine Builder

Information Technology

What is my equipment Quality utilization?

Operator

Control Engineering

Planning and Logistics Maintenance Copyright 2012 Rockwell Automation, Inc. All rights reserved. 3

Different Users, Different Needs

Plant Mgmt.

What do executives care about?

Costs, schedules, production output Financial indicators, sustainability

Production

What does production care about?

Schedule, track production activity Way production is running, ways to improve

Quality

What does quality care about?

How product was made, ensure compliance Ways to improve product and yield

Engineering

What does engineering & maintenance care about?

Keeping plant running Predicative maintenance, asset optimization

Operator

What do operators care about?

Monitoring process to keep production running Identifying relationships to optimize the process
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Basics of Manufacturing Intelligence

Role Based Ways to Visualize
See the Information How You Want Browser Based Access Supporting IT Standards Different Ways to see the same info

Unified Method to Add Context

Unified Production Model

Common Language for everyone to use Reduces complexity of plant systems

Connectivity and Secure Data Storage

Plant Management

Premier Plus 3rd Party Connectivity

Knowledge Worker Machine Builder Quality

Scheduling

Information Technology

Premier connectivity to RA devices/systems Virtually any other Historian/DB/System

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Operator

Control Engineering

Planning and Logistics

Maintenance

Whats New in FT Historian SE v3.0?

64-bit Support Latest PI Server

PI Server 2010 R3 Windows Integrated Security Model

Advance Server Option

Data Access Components OLEDB, OPC, JDBC, Webservices, OPC Advanced Computing Engine (ACE)

FactoryTalk VantagePoint EMI v4.0 Bundled

Leverages Data Aggregation in Historian for improved performance Historian to Historian Tag Correlation

FactoryTalk Historian to Historian Interface Option FactoryTalk Batch EVT Interface Option
Copyright 2012 Rockwell Automation, Inc. All rights reserved. 6

FactoryTalk Historian SE Product Requirements

Server

Operating Systems

Windows 2008 R2 SP1 (64 bit) SQL Server 2008 R2 (32/64 bit) Express or Standard Edition SQL Server 2005 SP4 (32/64 bit) Express or Standard Edition

Software

Interfaces Operating Systems

Windows 2008 R2 SP1 (64 bit), Windows 2008 SP2 (32 & 64 bit), Windows 2003 R2 SP2 (32 & 64 bit) Windows 7 Pro SP1 (32 & 64 bit), Windows XP Pro SP3 (32 bit)

Clients

Operating Systems

Windows 7 Pro SP1 (32 & 64 bit), Windows XP Pro SP3 (32 bit) Windows 2008 R2 SP1 (64 bit), Windows 2008 SP2 (32 & 64 bit), Windows 2003 R2 SP2 (32 & 64 bit)
Copyright 2012 Rockwell Automation, Inc. All rights reserved. 7

Session Overview
FactoryTalk Historian Advanced Lab

You should have already taken the Basic Lab

This is a multiple choice lab: Lab 1 Reporting with VantagePoint Lab 2 Interface Buffering and Redundancy Lab 3 Event Framing Lab 4 External Data Access Lab 5 DataLink for Reporting Lab 6 System Management Lab 7 ProcessBook for Analytics There is more than 2 hours of material!
Copyright 2012 Rockwell Automation, Inc. All rights reserved.

Lab 1 Reporting with FactoryTalk VantagePoint EMI

You created FactoryTalk VantagePoint Trend and Excel reports in Basic Lab
This lab introduces you to Dashboard Reports

Copyright 2012 Rockwell Automation, Inc. All rights reserved.

Lab 2 Interface Buffering and Redundancy

Use interface buffering to keep from losing data if server is unavailable Use interface redundancy to keep from losing data if interface is unavailable These features are included with FactoryTalk Historian and FTLD Interfacesjust need to be configured and/or turned on

Copyright 2012 Rockwell Automation, Inc. All rights reserved.

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Lab 3 Event Framing

Configure Event Framing (batches) in FactoryTalk Historian
Using BatchView in ProcessBook to display batch information

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Lab 4 External Data Access

OLEDB Provider functionality (v3.0 Advance Server option)
Using Microsoft Reporting Services to display data from Historian archives via OLEDB

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Lab 5 DataLink for Reporting

Current, Compressed and Sampled Data DataLink Trend Compressed Filtered Data Time Filtered Data

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Lab 6 System Management

Discover Historian Points Exploring the Rule Editor

Excel Tag Configurator

Data Collection: Polled vs. Advised Mode Performance Equations Totalizers Event-Triggered Points Basic Output Points

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Lab 7 ProcessBook for Analytics

Creating Books and Displays

Dynamic Elements
ActiveView Datasets SQC Charting

Copyright 2012 Rockwell Automation, Inc. All rights reserved.

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Labs
Single PDF lab manual contains all 7 labs

Do labs in any order, suggest those that interest you most first
In some cases, you must do earlier steps in a lab before later steps in that same lab can be performed Some content may be required from the Lab Files folder on the C:\ drive of the image(s) You are not expected to finish all here, please choose the ones that you are the most interested in and/or will benefit you the most

Copyright 2012 Rockwell Automation, Inc. All rights reserved.

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VMware Images

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Potential Lab Issues to be aware of

Images only running since start of sessionarchived data will only be available as far back as start of session Be careful you are working on correct imageshould be clearly specified within the labs. Move cursor to very top of screen for VMware Command Bar to appear to arrow over to other image(s) Using dual-monitorsclick to set focus Please be sure to ask for help if something is not working or you get stuck! If something in lab not there, ask us for help!

Please READ each step, dont just look at the pictures!

Copyright 2012 Rockwell Automation, Inc. All rights reserved.

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Questions?

Thank You

Follow ROKAutomation on Facebook & Twitter. Connect with us on LinkedIn. www.rockwellautomation.com

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Thank you for participating!

Please remember to tidy up your work area for the next session. We want your feedback! Please complete the session survey!

Session ID 2206

Copyright 2012 Rockwell Automation, Inc. All rights reserved.