Building a Reporting and Analytics System Connected Enterprise Seminar

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1 Manufacturing Intelligence, de stuwende kracht om in een Connected Enterprise snel accurate beslissingen te nemen om de bedrijfsprestaties te optimaliseren. Building a Reporting and Analytics System Connected Enterprise Seminar Eindhoven 15 & 16/04/2015 Ferry Hallewas PUBLIC INFORMATION Rev 5058-CO900E

2 Enterprise PRODUCTIVITY SUSTAINABILITY Smart Grid AGILITY Customers Supply Chain Distribution Center

3 Agenda Part 1 1. Information Portal - From Vision to Deployment 2. Historian - Big Data handling in Production Part 2 1. Mobility KPI Dashboard and Reports for your tablet or smart phone 2. Business Integration ERP and SharePoint

4 4 Manufacturing Landscape Common Issues Manual Data Collection Data consistency / Standardization Energy Usage / Optimization Productivity Unplanned Downtime Equipment Efficiency / OEE Virtualization & Thin Clients Reduction in Physical Servers Shop Floor Thin Clients Network Convergence & Security Infrastructure Modernization Security & Anti-Virus / Anti-Tampering Protection Top Floor to Shop Floor Asset Management Preventative / Predictive Maintenance Reduced MTTR Quality & Operations Compliance Tracking Improved First Pass Quality / Process Consistency

5 5 The Vision Trending Reporting Portal Analyze by Order ing Targets Excel Mobile, secure Plant Model Connectivity

6 Manufacturing Information System Role based specific information Web access and mobile clients Business integration Performance One common production model Production Energy Maintenance Available production data Trusted data storage One common network

7 Integration more than just connectivity! Role based specific information Web access and mobile clients Business integration Performance Production Energy Maintenance Available production data Trusted data storage One common network

8 FactoryTalk VantagePoint EMI Building a Reporting and Analytics System Connect to Data Build Logical Model Visualize Data Connect to Data Sources Seamlessly integrate to Rockwell Automation devices Connect to 3 rd Party Sources via OPC / OPC-HAD External Database Connectivity (SQL / Oracle) Build a Logical Model Organize information so anyone can understand Combines multiple data sources into a logical unit References data directly from its source Visualize & Analyze Data Creating reporting content to meet customer needs Leverage a variety of reporting options including Excel, Advanced Trending tools and SSRS View information in your favorite web browser including mobile device support

9 Let s start with Data Connection Options Connect to Data Build Logical Model Visualize Data Define a Physical model Identify what data is available Some data may need to be aggregated in a controller or historized for post analysis Connect to the Data Sources Seamlessly integrate to Rockwell Automation devices through FactoryTalk Services Connect to 3 rd Party Historians Connect to 3 rd Party Data Sources via OPC-DA / OPC-HDA Connect to databases Data stays with the source Only accessed when data is needed PUBLIC INFORMATION

10 Building the Logical Model I ve connected to the data, now what? Common Equipment Connect to Data Build Logical Model My Plant Visualize Data Common Properties Same at other facilities

11 Building the Logical Model I ve connected to the data, now what? Connect to Data Build Logical Model Visualize Data Define organizational model to present to users Combines multiple data sources into a logical unit Typically includes organizational hierarchy References data directly from its source Present information in context that anyone can understand

12 Building a Logical Model What does it look like?

13 Why is a Model Important? Giving Data Context Example: Process information is stored by a historian Typically you can get the data out of a historian and into Excel The model allows you to combining process data with event data, alarm data, order data and It also increase the value of the data, by giving it context MES Energy Control Systems Historian OEE/Downtime PUBLIC INFORMATION 13

14 Why is a Model Important? Location Transparency Should you need to know that the temperature of Tank 1 comes from a BrandX Historian, located in Server Room 3 of plant Y? Should you care when you migrate a BrandX Historian to a FactoryTalk Historian? When you build your analysis on the model, you only need to correct the connection layer, NOT the Trends/Dashboards/Excel Reports, etc. PUBLIC INFORMATION FactoryTalk Historian Historian BrandX

15 Why is a Model Important? Elevating the Level of ALL data / Unified View Using BrandX Historian in Plant 1 makes it challenging to review it against the process in Plant 2 that has a BrandY Historian You cannot see information of one Historian vs. the other Ends up Apples-to-Oranges Unifying Historians into the Model allows you to do the analysis off of any data coming from either Historian Allowing you to see apples-to-apples comparison Historian BrandY Historian BrandX

16 Why is a Model Important? Make the Model fit Your Needs Production Managers may want to see the logical layout of the plant that matches an S95 Model But Maintenance may want to see this in a way that groups ALL like machines together, they see the SAME data, but can navigate to the information differently One Version of the Truth

17 Why is a Model Important? Reusable Content Equipment definitions, calculations, asset properties, KPI s, tag/object names, etc. Re-use Engineering across the 1000 s of assets in a manufacturing business Makes standardization and copy/paste (inter/intra-plant) feasible Can set reusable content that works for any item in the model Note how Summary Status and KPI Details show for the Capper and Labeler

18 Visualizing the data Create meaningful content, role specific Connect to Data Build Logical Model Visualize Data Determine what information you want to present to the users Add computation or analytics when data is required in a different form Build report content Leverage built in capability to configure reporting content Use pre-defined or Ad Hoc Trending or XY Plots Create Excel Reports leveraging built in capability Create dashboard or advanced reports leveraging reporting integration built into the model

19 19 Many Reporting Tools Available From Excel Through Enterprise Reports VantagePoint Portal VantagePoint Reporting Create a wide range of reports from dashboards to tabular reports using SQL access to the model VantagePoint Client Tools Excel, Trend / XY Plotter, and HTML Dashboard Builder SharePoint Portal Model-Based Report Elements Charts & Grids Status Indicators SharePoint Excel Services and Web Parts

20 20 VantagePoint Reporting (VPR) More Reporting Options to Convey your Information Power to create a wide range of enterprise reports from dashboards to tabular reports Reporting Services Query the model (UPM) using MS Reporting Services (SSRS) reports or other Business Intelligence tools Access a growing library of sample VPR reports for VantagePoint EMI Author and publish VPR reports to the VantagePoint EMI Portal

21 Excel - The Most Common Reporting Tool Shared Reports Save Valuable Time Create powerful Excel reports leveraging the VantagePoint EMI Excel Add-In Retrieve data from any connected data source (Live or Historical values) Calculate, analyze and format reports using Excel functionality Publish reports to the Portal for Excel or SharePoint Excel Services for viewing by anyone with access to a browser Retrieve Data From Any Source Calculate, Analyze and Format Publish to the VantagePoint Portal

22 22 Powerful Trend Tool Delivers Actionable Information Diagnose and analyze data from any connected data source Access to real-time and historical data Powerful trend functionality - Pan, zoom, stack and synchronize Publish and share trends with others through the portal

23 Dashboard Builder Powerful Easy to Read Dashboards Create powerful dashboards that provide real-time data and key manufacturing KPIs Dashboards provide dynamic information (periodic or on demand) Drill down capability to provide more detailed information Easy access to all dashboards via a browser Pre-configured dashboards available in Sample Reports

24 Agenda Part 1 1. Information Portal - From Vision to Deployment 2. Historian - Big Data handling in Production Part 2 1. Mobility KPI Dashboard and Reports for your tablet or smart phone 2. Business Integration ERP and SharePoint

25 Distributed Historian Strategy MANAGEMENT SUPERVISOR OPERATOR The Right Information, at the Right Time, with the Right Fidelity

26 26 Time Series vs. Relational Data Storage Time Series Database HISTORIAN Use to store process data over a period of time Pressure, temperature, etc. Stores events with value and timestamp Optimized data storage and archive capability to store only what s required Retrieve large some of data efficiently that may span weeks/months/years Plant wide Data Storage Solution SQL Relational Database Use to store process and production data as records and relationships: Products, recipes, units, machines, orders, order lines, batches, etc. Add Context To Time Series Data (UPM) Moving away from a flat data structure to an organizational structure Link time series data to assets Event Framing Store events like: Batches (full S88 model), shifts, material flow, alarm and events

27 The FactoryTalk Historian Vision Multi tiered Architecture With integration into Universal Production Model You don t need to know where the data physically resides system finds data on request Factory Talk Historian Enterprise Edition with multi site aggregation Plant Historian capability with and enterprise Analysis, High visibility Speed Calculation at and machine Consolidation level with local trending Data and data aggregation can be easily moved between the tiers and derived values can easily be configured where needed

28 Key Differentiators of FactoryTalk Historian Market Leading Historian Technology Optimized time series data storage and retrieval Advance Calculations & Data Access capabilities Quick to Deploy and Easy to Own Integrated with Logix and FactoryTalk Technology Auto Discovery & Configuration Low Total Cost of Ownership Rich Set of Clients FactoryTalk View Site Edition HMI trending integration with FactoryTalk Historian FactorytTalk VantagePoint EMI bundled with FactoryTalk Historian Site Edition Package Multi-tiered Architecture Based on same platform allowing seamless integration and common client access throughout the portfolio

29 Agenda Part 1 1. Information Portal - From Vision to Deployment 2. Historian - Big Data handling in Production Part 2 1. Mobility KPI Dashboard and Reports for your tablet or smart phone 2. Business Integration ERP and SharePoint

30 30 Why Mobile? Manufacturing CIOs reported that mobility was the 2 nd highest technology priority for their organizations between 12 and 15. #1 Benefit: Increase the productivity of their workforce The Connected Enterprise meets the Always Connected Customer

31 Where Are We Evolving To From: To: Tethered, centrally monitored systems, with many workers Non-wired, globally accessible systems, with fewer workers with increased production demands Subject: Do more with less

32 Mobile PUBLIC INFORMATION 32

33 Get your information! Everywhere and any time! Information to go Reports Trend Analysis KPI Dashboards

34 Information Delivered That is Most Relevant and Important to You

35 35 VantagePoint Mobile Providing Information When and Where You Need It Mobile Landing Page Content is adjusted based on screen real estate Support for all major mobile platforms (ios, Android, MS) Mobile Model Brower Mobile Favorites personalized, available on any device Ad Hoc dashboard or trend creation Mobile Content Excel Reports, SQL Server Reporting Services Reports Trend, XY Plot charts New Composer Drag and Drop Dashboard Creation Mobile Friendly Browser Experience

36 36 Composer Create Displays Quickly and Easily Create new displays on a Tablet or PC Device Drag and Drop Canvas for Display Creation Library of Widgets (Gauges, Indicators, Text) Save displays as favorites Sample Screen shots and video clip

37 Get your information! Everywhere and any time! Information available on Demo

38 38 FactoryTalk VantagePoint KPI Automatically Display & Share KPIs! A native Windows 8.1 application that visually shows off your FactoryTalk VantagePoint system in a simple but powerful way It uses KPIs (Key Performance Indicators) to focus your attention With your KPI s you can: Visually represent your data as a gauge, bar graph or indicator Collaborate by sending an with instructions and attaching a KPI Drill down to more specific detail Leverage Live Tiles to provide continuous updates by pinning a KPI on the Start page See a map view of your KPI s based on geographic location Available for download from the Microsoft Store

39 Agenda Part 1 1. Information Portal - From Vision to Deployment 2. Historian - Big Data handling in Production Part 2 1. Mobility KPI Dashboard and Reports for your tablet or smart phone 2. Business Integration ERP and SharePoint

40 Integration in Microsoft-SharePoint Knowledge base Documents Collaboration Decision support Tasks & Projects Calendars Analyses Internet / Intranet Microsoft SharePoint Server Production Information Business Systems

41 Integration in Microsoft-SharePoint Visualization & Reports Dashboards Collaboration Advanced Analytics Microsoft SharePoint Server Production Information Business Systems

42 Integration in Microsoft-SharePoint VP Operations Lean/6 Sigma Plant Manager Quality Maintenance Production Sustainability Finance Microsoft SharePoint Server Production Information Business Systems

43 43 Collaborate on Manufacturing Information SharePoint Integration Leverage the power of SharePoint by integrating VantagePoint EMI reporting content as standard web part We believe that the value of manufacturing intelligence will only grow when software providers can integrate it with more traditional BI to provide enterprise-wide monitoring & analysis of manufacturing performance. Gartner

44 44 Highly Scalable Excel Reports SharePoint Integration Excel Services A faster way to create, format, and publish VantagePoint Excel reports. Users can publish VantagePoint Excel Reports to either the VantagePoint Portal or Excel Services Reports can be rendered in the VantagePoint Portal or the SharePoint Portal via Web Parts More scalable for higher volumes of Excel reports Requires SharePoint EE 2010 Increased scalability for Excel reports and updated web parts in one add-on

45 Thank-you! PUBLIC INFORMATION Follow ROKAutomation on Facebook & Twitter. Connect with us on LinkedIn. Rev 5058-CO900F

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