Software Configuration and User Administration

Transcription

1 Software Configuration and User Administration (Translation) Version: 1 / February 2009 Doku-Nr.: PD-0018 Copyright 2009 Q-DAS GmbH & Co. KG Eisleber Str. 2 D Weinheim Tel.: ++49/6201/ Fax: ++49/6201/ q-das@q-das.de Internet: Hotline: Tel.: ++49/6201/ Fax: ++49/6201/ hotline@q-das.de

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3 Preface 3 Preface Q-DAS would like to thank all of our customers for their continued trust and support in our products and services. We wish you success working with Q-DAS QM-Tools. Note: Q-DAS would be pleased to send you a copy of our training syllabus. Upto-date information and the upcoming training-schedule are available on our homepage Furthermore, Q-DAS can custom design on-site training programs. For self-education, our statistical reference books are recommended. Legal Rights and Warranty All rights to the documentation and the rights to the qs-stat software belong to Q-DAS GmbH & CO KG. The information contained in this document or the program help text is subject to change at any time without notification. Q-DAS GmbH & CO KG undertakes no obligation with this document. Legal purchase of the software licenses and the manuals allows for use of the programs in conformity with the number of licenses. Copies may only be used for the purpose of securing data (working copy). Whoever transfers this software to data carriers of any other medium for the purposes other than his or her own use is liable to criminal prosecution. Limitation of Warranty No warranty for the correctness of the contents of this manual is assumed. Any statements in this document or in the online help of the program may be modified without further notice. Despite every effort, errors can never be completely eliminated; therefore we are grateful for notification of such errors.

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5 Table of Contents 5 Table of Contents Preface... 3 Legal Rights and Warranty... 3 Limitation of Warranty... 3 Table of Contents Software Configuration Creating and administering of users User group rights Adding a new user group Adding a new User to a user group Changing existing User Data Delete User or User Groups Move existing Users to a different user group Special Login-Settings Program Start Settings Generic Program Settings Printer Setup Create a PDF File Databases Q-DAS Database Central Database Monitoring Database Compress Database Database Options Formatting output Archive system Database synchronization System configuration intern Configuration Selecting the company logo Additional Settings Surface Settings General Settings Module Dependent Settings Menu bar Default Directories... 53

6 6 Software Configuration and User Administration Selection of the Evaluation Strategy to be used Required input fields Measured quantity definition Catalogs Save Options External Files Other Settings Graphic settings Additional Configuration Options Import / Export of settings Export of configuration settings Import of configuration settings Catalog transfer Q-DAS Direct Settings for Users and User Groups In General Exceptions Reset User- / User group settings Reset user settings Reset user group settings Configuration of the Configuration Index... 71

7 Software Configuration 7 1 Software Configuration After the software has been installed successfully, we recommend performing company specific adjustments. These settings can be divided into general software settings, module dependant settings, user dependant settings and work station / data set dependant settings. Remark: In order to make sure that all required user rights and menu functions are available, you have to be logged in into the software as Configurations-User. 1.1 Creating and administering of users The User window can be called up with the Options System Settings - User menu function. The left half of the window shows a summary of already existing users and user groups.

8 8 Software Configuration and User Administration User group rights If a specific user group is selected and highlighted, the assigned user rights are displayed in the right half of the window. User rights for the users of the highlighted user group can now be adjusted if required. A certain user right is assigned to all users of a group by checking the check box for the respective option. The following user rights are available for selection: Record measurement values: The user group is allowed to enter new measurement values in the Values Mask Change measurement values: The user group is allowed to change or delete already existing measurement values. Input Test plan: The user group is allowed to create new Test Plans. This means the user is allowed create new data sets with the header information of a data set as the parts information and characteristics information. Edit Test plan: The user group is allowed to make changes to already existing Test Plans (parts and characteristics information). DB Selection in user groups: The user group can create database selections and allocate those to certain user groups. Edit Catalogs: The user group is allowed to edit catalog entries, which includes changing existing entries, adding new entries as well as creating and editing sub-catalogs. Saving to database: The user group has the right to save to the database. Delete part from database: The user group is allowed to delete whole parts from the database. Modify evaluation method: The user group is allowed to create new or change existing evaluation strategies. System configuration: The user group is allowed to configure the system. Method Selection: If this is checked, the users of this group are allowed to switch the evaluation strategy. Selection in graphic: The user group is allowed to use the Select function (take certain data points out of the evaluation). Eliminate outliers: The user group is allowed to exclude values from the evaluation that have been identified as outliers. Change distribution: The user group is allowed to change the distribution model that was chosen by the program according the settings in the evaluation strategy.

9 Software Configuration 9 Modify analysis QCC: The users of this group are allowed recalculate the default Analysis QCC with different parameters than those setup in the evaluation strategy. Modify SPC QCC: The user group has the right to re-calculate the SPC QCC using different parameters than those setup in the evaluation strategy. Change output field: The users of this group have the rights to add new or change the existing default output points, for example in the Form sheet 3. Database Administration: The user group is allowed to do configurations of the database and database structure. Show signature: The users are allowed to open and view existing signatures. Create signature: The users of this group are allowed to create new report signatures. Allow operator input in data recording: If this option is deactivated, the login name of users of this group is automatically recorded as Operator name as additional data. Please also see chapter for the catalog settings for this option. User administration: The users of this group are allowed to open the User dialog window and modify the user settings Adding a new user group The selection displayed on the right can be accessed with a right mouse-click on the on the item User. A new user group can e created by selecting the New group option. After the group is created, you are automatically prompted to enter a new name for the user group and it is possible to assign the user rights to new group right away (also see chapter 1.2). If you want to use the Windows-Login also as login for the Q-DAS software, a new user group has to be created with the Create group Windows registration function of the right mouse-button. This user group can also be given a name (default: Windows-Login) and user rights can be assigned.

10 10 Software Configuration and User Administration The options Reset specific settings for all users and Reset settings of all groups are described in chapter 2.2 of this manual. The Logout all users function allows to logout all users from qs-stat that are logged in at the time. This is only applicable if the Protocol user login option is selected in the user administration window (also see chapter 1.2). If this option is selected, a green check mark in the user list indicates that the user is currently logged in. By logging the user out, the user name will be available again in the user registration window upon program start Adding a new User to a user group The context menu as shown on the right can be displayed with a right mouse-click on a specific user group. Select the New user function to create a new user as part of the selected user group. Information about the new user is prompted automatically on the right side of the window as shown below. Enter the User name in the respective field. This entry will then be shown in the user registration window. A password should be assigned as well. Enter additional information about the user here. The information will be shown in the reports. Check this box if the new user should be the default user. The program automatically user the default user upon program start, if the user registration prompt is turned off.

11 Software Configuration 11 It is recommended to fill out the displayed field with the respective information about the user. The entries for area, department, work shop and cost center can be selected from a pull-down menu. The available entries in the pull-down menu can be edited and added to with the button. Remark: User information that has been entered in can be displayed on the report headers which makes it easy to identify who created the report. The Reset specific settings of the all users in the group and Reset group settings are described in chapter 2.2 of this manual. A whole user group can be deleted with the Delete user group function of the right mouse-click. This option is only available if the user group does not contain any users anymore Changing existing User Data User data can be changed or added to any time by selecting the respective user in the user list and entering the information on the right side of the window Delete User or User Groups By doing a right mouse-click on the respective user or user group, the Delete user or Delete user group functions will be offered for selection. The Delete User group function is only available if the user group does not contain any user anymore Move existing Users to a different user group Existing users can be moved to another user group with by drag & drop. This applies especially when the Windows-Login is used for qs- STAT. Users can easily be moved from the Windows-Login group into a different user group with more user rights by Dragging and dropping.

12 12 Software Configuration and User Administration Special Login-Settings If you are logged in as a user from the System Administrator group and the Protocol user login option as descried in chapter 1.2 is activated, you can make the following additional login settings with the button: min. password length Set a requirement for a minimum number of characters for the password max. password validity in days Set a maximum number of days the passwords are valid for. As soon as the number of days is exceeded, the users are prompted to change their passwords. min. number of special characters in password In order to ensure that secure passwords are chosen, you can set a requirement for a minimum number of special characters that have to be used when the password is entered. Special signs are all signs but a-z, A-Z and 0-9. min. number of numeric characters in password Here, you can set a requirement for a minimum number of numeric signs (0-9) that have to be contained in the password. min. repeatability rate of password Set the number of cycles after which an old password may be used again. Example: Assumption: A repeatability rate of 1 has been set. The current password is January After the number of days configured for password validity is exceeded, the user is prompted to enter a new password. As the min. repeatability rate for the password is set to 1, entering January as new password will not be accepted. A different password (e.g. February ) has to be entered. After the password validity is expired again, February will now not be accepted as new password. January, for example, could be used again and would be accepted now.

13 Software Configuration 13 Block user after... days without login The user will not be able to start the software if the number of days set in here has elapsed since this user had last been logged into the software. This user account has to be released again by another user with the respective user rights first. Protocol changes in user rights With this option, you can activate a protocol of changes of user rights. The protocol created can be reviewed on the Rights were changed tab. Protocol user move to other groups This option activates a protocol of when a user is moved to a different user group. The protocol can be reviewed with the User was moved tab. Change password at 1st login If this option is active, every new user has to change the passwords during the first program start. With the other tabs in this window as password history, User was moved and Rights were changed, you can review the protocol listings of the respective option if the associated option has been activated.

14 14 Software Configuration and User Administration 1.2 Program Start Settings You can configure the way the program behaves during starting it with the Options / System settings / User menu function. In the lower third of the User window, the following options are available for selection. 1. always display at start of program If this option is activated, the user registration is displayed during program start and it is mandatory to select a user here before the program starts. 2. with password If this option is activated in addition to option 1, the user is also prompted to enter a password for the user selected in the registration window upon program start. If the user is changed with the Options / System settings / User login function after program start, it is always required to enter a password, independent of this option. 3. Login without userlist If this option is activated in addition to option 1, the user cannot select the user name from a pull-down menu, but has to type in the desired user name via key board. 4. Password inquiry for external programs If this option is checked, any external access to the Q-DAS software (for example by a third-party software via COM client) will require entering a password for the respective user as well when the connection is established. 5. Accept login for active user If it should not be allowed that a third party system logs in with the settings of a user that is already in use, this option should be deactivated. This also prevents the eventuality of a deleting of current files or settings. 6. Module selection at login If this option is activated in addition to option 1, the available software modules are offered for selection in the registration window during program start as well.

15 Software Configuration User is allowed to change his data If this option is checked, every user can change his own data (name, password etc.). 8. Protocol user login If this option is checked, it is not possible for a user to login multiple times from different stations. This means that as soon as the user is logged in once, the user name will not be offered in the user registration pull-down menu anymore. This option should be checked in order to avoid an overwriting of settings by mistake. 9. Use Windows registration This option can only be activated after a Windows-Login user group has been created. If this option is activated the Windows login will also be used as login into the Q-DAS software. New user accounts are automatically created in the Windows-Login group for users who login the first time. 10. Cancelled after wrong password entry The window shown on the right opens up automatically after this option is activated. With the Number of login errors allowed option you can set the maximum allowed number of wrong entries (for example during the password entry). The user will be locked in the configurations database after the maximum number is exceeded. Locked users can be unlocked again by the Configurations-User (also see Remark). If you activate the Send after login error option, you have to enter an address in the recipient after login error box and select when a respective should be sent out. In ad-

16 16 Software Configuration and User Administration dition, the server, user ID and address for the sender have to be entered in with the configuration button. Remark: If a user is protocolled as logged in due to a program crash or an uncontrolled closing of the software, the Configurations-User can unlock this user again in the User window by highlighting the user and the Logout highlighted user function available with the right mouse-click. Option 11 offers a possibility to turn on an automatized user logoff. 11. Sign off user automatically If this option is activated, the software checks during the user login whether the user has been logged in longer than the configured time period already. If required, the user will be logged off automatically. When the option is activated, a prompt for the max. login time period opens up. Remark: This option has no effect on users that are locked due to special login settings such as wrong password entry (also see chapter 1.1.7).

17 Software Configuration Generic Program Settings Printer Setup The software defaults to the Windows default printer unless a different printer has been selected as Q-DAS default printer with the File Printer Setup menu function. In addition to that, you can set defaults for the printout with the menu function. The Options / System settings / Printer settings for the printout are independent of the selected printer. If the color option is selected, all color information is output for a color printer. If you are using a black and white laser printer, it is recommended to use the black on white option instead to suppress the color information output as grey scales. If the additional white background for printout (in color) option is selected, all graphics will be printed without the background color. A temporary buffering of the print job on the computer can be turned on by selecting one if the interims format options as Clipboard format Bit-

18 18 Software Configuration and User Administration map or Clipboard format Metafile. Buffering on the computer helps if not all information is printed especially when working with older printers that only have a small printer memory Create a PDF File Click on the file menu and select Print report to PDF file to display a selection of available reports. Choose a report. The Save as dialog box opens. The predefined standard path for PDF output is proposed as storage position. The file name is generated by means of the additional data information using the configuration above. To create the PDF file according to the respective settings, click on Save in the Save as dialog box. If you did not select a PostScript-capable printer driver, the software creates the PDF file using an internal driver.

19 Software Configuration Databases The configuration- and selection options described in this chapter are only available if you have purchased the respective options and / or modules. Database settings can be made with the Options / System settings / Databases menu function. The Databases window itself offers the following selection options: Q-DAS Database central DB configuration Compress database Monitoring DB Options If you do not make any specific setting in this dialog, the software will automatically connect to the installed example database (MS Access). The Compress Database button is only displayed if the currently selected connection under Q-DAS Database points to a MS Access Database or if the default example databases are used Q-DAS Database You can define a database connection different than the default by selecting the Choose connection button. The new database has to be conforming to the Q-DAS Database structure. After clicking on the Choose connection button, the Select Data Link File dialog opens up. If there is no connection file available for selection yet, please enter your desired description as the File name and click on the Open button. A new *.udl file with the file name as entered will be created. Remark: The actual database file (for example QDAS32.MDB) may not be selected in this window.

20 20 Software Configuration and User Administration The Data Link Properties" window opens up and the "Provider" tab is selected. Connection to an Access-Database After a *.udl file has been created as described in chapter , the Data Link Properties window opens up, which allows you to define the database-specific adjustments.

21 Software Configuration 21 The "Microsoft Jet 4.0 OLE DB Provider" needs to be selected for the connection to a MS Access database. By clicking on the Next button, you will move to the Connection tab. In here, please click on the Icon. The "Select Access Database window opens up. Now you can browse for and select an existing Access database, and click on Open. A Q-DAS example database with the file-name QDAS32.MDB can be found in the Database -folder of the qs-stat installation directory. Back in the "Data Link Properties" window you can now double-check your settings by clicking on the button. After the Test Connection has been performed successfully, you can close both the "Data Link Properties" and the "Database" windows with the OK -buttons.

22 22 Software Configuration and User Administration Connection to an Oracle-Database After a *.udl file has been created as described in chapter , the Data Link Properties window opens up, which allows you to define the database-specific adjustments. Preconditions for connecting to an Oracle-Database are that an installed Oracle-Client with a configured, local Net Service Name (Oracle 8.xx and 9.xx) or Database Alias (Oracle 7.xx) are able to connect to the appropriate database server. Oracle 8.xx/9.xx: Oracle 7.xx: Net Configuration Assistant" for the configuration of a "local Net Service Name" SQL Net Easy Configuration" for the configuration of a "Database Alias The Microsoft OLE DB Provider for Oracle" has to be selected for the connection to an Oracle-Database. A possible existing Oracle / Provider for OLEDB" should not be used. Then, please click on the Next -button to get to the Connection tab.

23 Software Configuration 23 Please enter the Local Net Service Name or the Database Alias name of the Oracle-client as server name. As User name, please enter the Oracle-database user and enter the password. In addition, the Allow saving password check-box needs to be activated. You can now automatically check your settings using the button. After the Test Connection has been performed successfully, you can close both the Data Link Properties and the Database windows with the OK -buttons.

24 24 Software Configuration and User Administration Connection to a MS-SQL-Database After a *.udl file has been created as described in chapter , the Data Link Properties window opens up, which allows you to define the database-specific adjustments. The Microsoft OLE DB Provider for SQL Server has to be selected for the connection to a MS-SQL-Database. Then, please click on the Next - button to get to the Connection tab.

25 Software Configuration 25 Name of the DB Server Both settings are possible here! User name and password of the MS-SQL DB-User Allow saving the password to the *.udl file Select the Q-DAS-DB You can now automatically check your settings using the button. After the Test Connection has been performed successfully, you can close both the Data Link Properties and the Database windows with the OK -buttons Central Database In order to establish a connection to the central database, please proceed as described in chapter Setting up a connection with the central DB configuration button is only required for the Q-DAS database synchronization option, for example. This means if you work with a local Q-DAS Database (for example MS Access) which should periodically be synchronized with a second central database.

26 26 Software Configuration and User Administration The connection configured under central DB configuration is also used by the Database Upload and the Reporting System Monitoring Database If you are using the Q-DAS Monitoring software for process visualization, you can use the procedure as described in chapter using the to connect to a different database. This setting applies to the Q-DAS Monitoring software only. Additional information about this topic can be found in the Q-DAS Monitoring manual Compress Database The Compress database button is only displayed if your Q-DAS Database connection points to a MS Access database. The MS Access database can be compacted with this button. Repairing the database is not possible with this button.

27 Software Configuration Database Options The Options button opens up a new window with the same name. In this window, user specific as well as database specific setting can be made. This manual only describes the configuration option for the database administration. User related settings for reading from the database are described in the Q-DAS Database manual as the settings can also be displayed and adjusted in the Read from database dialog. Reduce database fields With this function it is possible to reduce the number of columns in your parts and characteristics table to only the used scope in order to improve the database performance. Please note that it is not possible to store information in the deactivated columns. If a data set contains information for these columns, an error message appears when saving the data. As the maximum number of possible columns has been reached in the table containing characteristics data ( Merkmal ), a second characteristics table called Merkma_zus had to be introduced. If the columns in this additional table are to be used, this table has to be activated with the Use additional characteristics table option.

28 28 Software Configuration and User Administration Additional Data The additional data fields for Text and Process Parameter are not activated in the database by default. In order to be able to save information in these fields to the database, the respective field has to be activated and the required field length or maximum number of entries has to be set. Use GUID By activating the Use GUID option, an additional, unique number for identification purposes will be saved for each part, characteristic and measured value (in the database as well as file-based). This option has to be turned on if multiple local databases should be synchronized with the central database. Remark: After initial creation of the GUID, this option cannot be turned off anymore.

29 Software Configuration 29 Use Events in WERTEVAR If a lot of events are going to be recorded, it recommended to turn this option on to improve the database performance. If a local database should be synchronized with a central database, this option has to be set in both databases. After this option has been checked, the Synchronize events button becomes active if events are already recorded with the measured values in the database. In this case, an event synchronization has to be carried a one time in order to copy the existing events into the WERTEVAR table. Protocol alteration date in TRANSMIT_WERTEVAR It is possible to record any changes of the measured values with the change date by turning on this option. This information can then be retrieved with the measured values amendment history in the Values Mask. Protocol alterating user in TRANSMIT_WERTEVAR If this option has been activated, the user who changed the data is also recorded. This information can also be retrieved with the measured values amendment history in the Values Mask. Indices In order to expedite the display of parts matching the filter criteria for frequently performed queries, you can activate an index for the respective fields in the left column. In order to expedite database queries after frequently used selection criteria, you activate an additional index for the respective fields in the right column of this window. With the options in the left side of the window, an index on just the respective database column will be created. With the options on

30 30 Software Configuration and User Administration the right side of the window, an index on the parts, characteristic and the field itself will be created. Remark: If too many indices are set, writing to the database can become very slow. If you are connected to an Oracle database, the Tablespace pulldown menu appears. With this, you can determine in which tablespace the indices should be saved. Maintenance You can save information about the number of parts, number of characteristics per part and number of measurement values per part in a text file with the Create information for parts and characteristics structure button. If you click on the Deleting part not in use button, a list of parts in the database that do not contain any measured values is created. You can then select the empty parts from the list and delete them. The Timeout for SQL commands option, you can define how long it may take until a response from the database is received. Under circumstances, this time period has to be enlarged for extensive queries or for deleting of parts with a lot of characteristics and / or measurement values (especially if you work with a MS- SQL database).

31 Software Configuration 31 If you are connected to an Oracle database, the two Create database information and Optimize table statistics (ANALYZE TABLE... ) buttons are displayed in addition. Information about the database can be saved in a text file with the Create database information in a file. With the Optimize table statistics (ANALYZE TABLE... ) button, the ANALYZE TABLE command is executed. This should, however, be done by the database administrator on a routinely bases. Remark: SQL commands Depending on the database size, this command can take quite some time to process. In this window, you can enter any SQL command that should be executed after the database connection is established. Multiple commands have to be separated by a semi-colon.

32 32 Software Configuration and User Administration Database type The Use database as server for test planning may only be turned on for the central database. If the Data amendment log option is activated, all data changes are protocolled in the database together with the dataset. Activating this option automatically also activated the Use GUID option under Additional data. The selected fields under Part key and Characteristics key will be used as parts- and characteristics identifier for the database synchronization. This means that these fields should be carefully selected according to what would uniquely identify a part with its already existing characteristics.

33 Software Configuration 33 Stored procedure The existing stored procedures are displayed in this dialog if you are connected to a MS-SQL or an Oracle database. It is also possible to execute the selected procedure from this window. Copy text and config. database If you are working with a MS-SQL or an Oracle database, you can also copy the configurations or text database into it. Copying the text database into a central database should only be done in unavoidable exceptional cases as this can lead to a large

34 34 Software Configuration and User Administration performance loss. If the text database has to be copied never the less, please proceed according to the description for copying the configurations database. For copying the configurations database into a different database (for example Oracle) please select the *.udl file that connects to your desired target database with the UDL button. Then start the copy process with the Create database button. This copies the complete database structure as well as the records that are already in the local database. Remark: Output point Please contact Q-DAS before copying the text or configurations database to avoid problems. In this dialog you can add additional output points for the Longterm Analysis Module with the Select output button. All required points are already contained in the default selection so that enhancing the number of output points should only be necessary in exceptional cases. A respective option for reading from the database will be provided if the Enable period comparison check box is activated.

35 Software Configuration 35 Database comparison To update the database, select a source database (the currently used Q-DAS database) and a target database (the new database). Click on the Comparison button to display a list of differences between both databases. Then, you can create an update script for the source database and store it in the target database. Template Check the Fields of the new test plan editable in the copy dialog box to edit the displayed fields when copying an existing test plan. If this option is disabled, a change status is to be created automatically to keep parts apart in the Read from database window. Check the Automatically count up change status box to save the subsequent, configurable entry in the Part amendment status field (K1004) automatically when copying a test plan. The entry must not exceed 20 characters.

36 36 Software Configuration and User Administration Archiving periods A listing of already created archives can be reviewed in the Archiving periods dialog. It is also possible to create new data archives as described in the following. 1. Click into the next empty cell in the Archival period column. 2. After clicking onto the icon, the Create database archive window opens up in which you can determine the archiving settings in detail. Depending on the settings in this window, all parts that contain at least one characteristic with a measured value from the selected archiving period will be added to the archive. You can also chose whether the respective parts should be archived in individual files with the archive to files option, or whether the data archive should be created in a database with the archive to database option.

37 Software Configuration 37 Remark: If you selected the archive to database option, please skip steps 3 and If the archive to files option has been selected, step 5 and higher do not apply. You now have two options to chose from for starting the archive procedure: with the Archive button, the respective parts will be copied from your life production database into the archive files, with the Source out button, the data will be moved into the archive files and then not be available in your production database any longer. Remark: When arching into files, only fields that are supported in the file format can be saved. 4. The Save parts to files window opens up after the archiving process has been started. This window shows a listing of all parts that meet the archiving period criteria. In this window, you can now adjust the target directory for the files and, if required, remove single parts from the archive by removing the X at the beginning of a line.

38 38 Software Configuration and User Administration Data archiving into files can now be performed with the Save button. 5. If the archive to database option had been selected, a new name for the to be created archive database can now be entered with the MDB button. If you are connected to a SQL or Oracle database as you Q-DAS database, the UDL button is active as well. You can select a *.udl file with this button. The selected *.udl file has to be pointed to a separate database for archiving which may not be identical with the production database. 6. The required database structure can be created with the Create database button after the target database has been selected. 7. After the database structure has been created, you can now copy the to be archived data into the database with the Archive button, or move the respective data from the production database into the archive database with the Source out button. Data that has been archived (sourced out) already can be played back from the archive into the production database by selecting the desired archive from the list with the icon the now active Retrieve button. and then clicking onto Formatting output The Formatting output window can be called up with the Options / System settings / Formatting output menu function. The following options are available: Formatting general The number of decimals that was selected under number of significant places is used for the output of decimal places for all calculated values that are based on other calculation results (for example the average of averages). Formatting averages The selected additional number of decimal places will be added to the number of decimal places that is setup in the characteristics mask for any output display of averages.

39 Software Configuration 39 Formatting quantile limits The desired number of decimal places for quantile limits that is setup in the characteristics mask will be enhanced by the additional number of decimal places selected here. Formatting percentages With this option you can select the desired number of decimal places for any result output in % or ppm Archive system With the Archive system function you can chose a third-party application that should be opened when a signature is created. If the Use ID as parameter option is checked, the ID of the current signature is used as parameter. If the selected third-party system should also be opened up for follow-up signatures (e.g. approval) the Call archival system also for next signature option has to be checked. In this case, it is also possible to use an additional parameter. If the signed data shall be saved in the QML format instead of the DFQ format, the Save signed data in QML option has to be checked.

40 40 Software Configuration and User Administration Database synchronization If you want to synchronize the data in you Q-DAS database with a central database, you have the option to configure the synchronization procedure with the Options / System settings / Configuration database synchronization menu function. Remark: It is important to exactly specify the dataflow within one work shop as there are many different installation and configuration options. You can set a time frame within which the database synchronization should take place with the Start time and End time options. For Interval and Repeat point in time, you can select never, minutes, hours and days from the pull-down menus. The Interval setting determines how often a database synchronization should take place, the Repeat point in time option is only relevant if the Start without asking option is not activated. In this case, an aborted synchronization is repeated after the time set under Repeat point in time. If you work with a MS Access database as Q-DAS Database, you automatically compact it periodically (selection options are hours or days ). The Max. no. of values in DB option determines how many values per characteristic should be kept in the Q-DAS database as history after the synchronization. The size of the

41 Software Configuration 41 protocol file that is created in the TEMP folder of the Q-DAS installation directory can be limited with the Max. size log file in KB option. If the Start without asking option is activated, the database synchronization is started directly at the start time. Please also see the chapter for the configuration described under Database type System configuration intern The Options / System settings / System configuration intern menu function opens up the System configuration window which offers the following configuration options. Memory configuration The default settings available in this window should not be changed at all. Modifications should only be made after prior consultation with Q- DAS.

42 42 Software Configuration and User Administration File input/output The configuration options available here should also not be changed without prior consultation with Q-DAS. System information The current system information is displayed here. It is not possible to make changes in this window.

43 Software Configuration 43 Program Use the Allow multiple start / Do not allow multiple start radio buttons to determine whether the software may be started at a workstation several times in parallel or not. If you have already started the software and you start it again, a warning message appears when the Show warning message radio button is activated. If you select Switch to running program, the software cannot be started several times in parallel. In this case, the software switches to the running program if you start it again. Check the Application cannot be minimized box and users cannot minimize the program surface. If the Application cannot be closed checkbox is active, the software cannot be closed. Check the System menu is not displayed box to hide the Windows icons for minimizing, maximizing and closing windows. Emergency Plan If you work with a central, networked database, check the Activate contingency plan for automatic saving box and select a local directory under Backup Directory. In case of a network failure, the loaded data is filed in this directory. You can also select In case of emergency, send an

44 44 Software Configuration and User Administration to: and enter an address. In case of an emergency, a message containing the loaded data is generated and sent as soon as possible. If you have not set an configuration yet, click on the configuration button. Call Parameter Here you can set the call parameter UX that might be required under certain conditions when an external system transfers files in the Q-DAS ACII Transfer Format. For further information, contact Q-DAS Incorporated Configuration To send s using the Q-DAS Software, it is important to enter the required system information. Please contact your administrator to obtain the required information. Set the parameters under Options System settings configuration.

45 Software Configuration 45 host = IP address or computer name of your server port = the port, the server uses to send s (usually 25) user ID = the user name, you need to sign on to your account on the server. The user name is also used as sender. sender = the address of the user account specified above. This address is visible to your recipients. Password = password of the account Selecting the company logo The Directories window can be opened with the Options / System settings / Paths menu function. You can browse for and select a picture file that should be used as a logo on all reports in the displays group.

46 46 Software Configuration and User Administration Additional Settings The Setups window can be opened up with the Options / System settings / General menu function Surface Settings In the Surface tab, you can adjust the surface settings described below. Save configuration automatically Check the Save configuration automatically box to save the settings, you adjusted in the configurations windows, directly as default settings. Click on OK to save settings. If this option is not active, new configuration settings are not saved as default settings. After a program restart, the settings are reset. Icon bar visible Check the Icon bar visible box to display the icons in the program surface. You can determine the displayed icons individually using the button behind the entry. Note: This setting is saved specific to the module.

47 Software Configuration 47 Status line Disable the Status line checkbox to hide the default status line displayed at the bottom of the program surface. If you enable this option, use the button to define which information you want to display in the status line. Note: This setting is saved specific to the module. Exit program without inquiry Select this option to exit the program without being prompted to save the data. In order to avoid data loss, do not enable this checkbox. Main window color Select this option to display the program surface with a colored background. Use the button to select the background color. White background for screen graphics Enable this checkbox to display all graphic windows in the program surface with a white background. White background for printout (in color) If you have selected a background color for screen graphics and you want to obtain a high quality printout in grayscales, enable this option. Now, graphics are printed with a white background. White background for reports (screen) Check the White background for reports (screen) box to display reports in the report preview with a white background.

48 48 Software Configuration and User Administration Output all measurement values for value related report fields Select this option to create a single report page for every measurement value in terms of report sections containing value fields (measurement values and additional data). It is not advisable to enable this option by default because this setting is valid for all reports. The Form and Mask Designer Manual explains how to use this function for single reports without using this option. Number of records in file history Enter how many data sets corresponding to the invoked files you want to display in the file history. Show remark in graphic Click on the button and the dialog box displayed on the right opens. Define how and when remarks will be displayed and when they will disappear again. Lists Select Scroll list forward or Scroll list backwards to reverse the functions of the buttons. These buttons can be used in different lists, such as the parts or characteristics list.

49 Software Configuration General Settings In the General Settings tab, you can adjust the following surface settings. Reference to part Check the Reference to part box and only the summary graphic of the current part is displayed. If you disable this option, the summary graphics display the active characteristics of all loaded parts. Do not reset zoom in graphics Enable this checkbox to keep the adjusted zoom level of the graphics (e.g. the value chart) when switching to another characteristic. If this option is disabled, the zoom level is reset when switching to another characteristic. The graphic displays all loaded measurement values again.

50 50 Software Configuration and User Administration Always show characteristics list Select this option to display the parts / characteristics list (summary of the parts and characteristics of the corresponding test plan) when loading new data. Draw directly after evaluation Use this option to change the graphic display during the evaluation process. If you enable this option, the displayed characteristic is updated immediately. Draw directly after characteristic switch If you check this box, the program always draws the graphic of the characteristic that was just evaluated. After opening a dataset or after evaluating data, the program always displays the last evaluated characteristic. During the evaluation process, it always shows the graphic of the characteristic that is currently being evaluated. Deactivate characteristics without measurement values Enable this checkbox to deactivate characteristics without measurement values before the evaluation. They are not visualized on the program surface. Lock new test plan automatically Select this option to lock test plans during the evaluation. As long as a test plan is locked, no corresponding measurement values can be recorded. After the evaluation, the test plan developer has to right-click in the parts mask or in the Read from database window. Then right-click again on the respective part. Select Release test plan to release the test plan for the data recording manually. If you release a test plan using the parts mask, save the changes before closing the window. Protocol additional data on loading (for summary display) Enable this checkbox to create a list of the additional data stored in the dataset when loading data. Select DB info fields Global database information ( ) Output fields and choose one of the 92xx fields to recall the individual additional data fields and to display them, for example, in a report.

51 Software Configuration 51 Maximum number of records Check this box to define how many different records per additional data field are displayed in the list. If there is more additional data in the dataset than you have defined, the maximum number of records is entered in the list, but the surplus records cannot be transferred to the list. Characteristics class specific additional texts Click on this button to save standard texts for every characteristics class. These additional texts for each characteristic are stored in the K2902 field. They can be displayed, for example, in reports. Grouping of positional tolerances compatible to V3.xx Enable this checkbox to work with the structure of the old 16-bit version in terms of positional tolerances. Please note that any new positional tolerance functionality of the 32-bit version cannot be used anymore. Takeover of group characteristic If you want to transfer additional data from a group characteristic (e.g. x position) to the calculated superordinate characteristic (e.g. position), check the Takeover of group characteristic box and select the respective characteristic. The additional data (e.g. inspector, machine number or batch number) is transferred to the respective calculated characteristic and saved there. Dialog after program start In most cases, users take the same actions whenever they start the program. Select this option to choose one of the available actions and click on OK. Every time you start the program now, it will execute the selected action automatically. Display dialog at change of modules If you also check this box, the selected action is also executed when changing modules.

52 52 Software Configuration and User Administration 1.4 Module Dependent Settings Menu bar You can adjust the functions available from the menus for each user group and module with the Options / System settings / Menu bar function. The following options are available in the configure Menu bar dialog: All available menus and menu items for the currently selected module are displayed in the configure Menu bar window. All items with a blue check mark will later be available foe selection. All items without a check mark will not be displayed in the program user interface. You can activate all menu items with the All on button, or deactivate all items with the All off button. By clicking on a menu item, you can change the status for an individual item (activated / deactivated). With the "Open current menu" button, you can change the menu display to the future user interface display already in the configure Menu bar window. By clicking on the button, the menu bar configuration mode will be displayed again. After the menu configuration is complete, it can be saved with the Save button for the selected user group. The menu bar setup is module specific.

53 Software Configuration Default Directories To configure module-related directories, select Options System settings Paths. The Directories window opens. It is displayed below. Click on one of the buttons to open the respective dialog box containing a selection of standard files. To define standard directories, select the respective directory on the left of the Directories window. Use drag and drop functionalities to enter the directory in the respective field on the right of the Directories window. The Directories window offers you the following selection options: Read / write data Here you can determine directory paths in the corresponding qs- STAT module. These paths are used by default when reading or saving files. Reports Under Reports, you define the directory where the available standard reports are stored. If you have entered a report in the Standard data entry field, the report can be printed out easily without any further report query.

54 54 Software Configuration and User Administration Click on the icon or, in the procella My.SPC module, click on the Print measurement button. Under Cover sheet, you can determine a cover sheet for signatures. To print reports in the PDF format, enter under PDF output the target directory used by default for data storage. Print current window Select report files containing wild cards for parts or characteristics graphics. These files are accessed directly when you print screen graphics by clicking on the icon. Images Under Images, enter the directory path where the graphics are stored. The Q-DAS software will access this path. The graphic you select under Logo is inserted into the provided standard reports as corporate logo. Q-DAS Monitoring graphic file Select the directory where the configuration file (GraphicObj.xml) for the display/visualization in the Q-DAS Monitoring is stored. Icon bar Enter the file name and the paths of the icon bar (quick start bar). If you do not want to use an icon bar, do not enter any definition file. Input mask Select the file name and the path of the input mask (definition file for the structure of the parts / characteristics / value mask) for the corresponding module. SAP Enter the path for the SAP Export Directory. Q-DAS scripts If you want to work with scripts, select a directory where scripts have been stored.

55 Software Configuration Selection of the Evaluation Strategy to be used The Options / Configuration of Evaluation menu function opens up a window with the same name. You can switch from the view mode into the edit mode by clicking onto the Change button and selecting a user with the respective user rights (e.g. Configurations-User ) in the Registration window. In the edit mode, you can create new evaluation strategies, or define one of the existing strategies as default strategy. In order to define an existing strategy as default, please select the desired strategy from the pull-down menu and check the standard check box in the lower right corner of the window. Then please confirm your settings with the Save button and close the window with the OK button. From now on, the selected evaluation strategy will be used by default for all data that is loaded in this module Required input fields To highlight single input fields in the parts / characteristics mask in order to point out that the boxes must be filled in, click on the Options menu and select System settings Configuration target entry fields. Select the respective fields of the parts /characteristics mask. Use the button to add fields to the list and click on this button to delete selected fields from the list. In order to check your selection for completeness, the following options are available.

56 56 Software Configuration and User Administration To configure the background color and the typeface of the fields, open one of the data entry masks (e.g. the parts mask). Click on the Special button and then on the Mask display button ( and ). The Mask display dialog box displayed below opens. Adjust the respective settings under Target input fields. Note: If you have changed the color display and you want to work with it, disable the Use standard display checkbox for the corresponding field Measured quantity definition The Options / System settings / Definition of the used measurement quantity function allows to determine which measured quantities should be displayed in the Measured quantity selection field in the Characteristics Mask, and in which sequence (e.g. sorted alphabetically). The left half of the Definition of the used measurement quantities window displayed the currently valid selection of measured quantities that are actually displayed in the respective Characteristics Mask pull-down menu. The right half of the window displays all still additionally available fields. If no additional fields are displayed on the right, all available measured quantities have already been added to the currently valid selection. The button allows transferring all items form one list to the other, the does the same for a single, highlighted item. The arrow buttons left to the currently valid selection list allow for changing

57 Software Configuration 57 the display sequence of the single items. An additional option is to sort the selected items alphabetically with the Sorting on/off button. Remark: Files with characteristics that contain a measured quantity that is not part of the defined selection, will display the not in current list remark in the Characteristics Mask for the respective characteristic instead Catalogs The Options / System settings / Catalogs menu function opens the Catalogs configuration window as displayed in the following. You can administrate catalogs as a file or saved them in the database. The Catalog data from database option is only available if you have purchased the database option. Company specific catalog contents can be added and entries customized. Catalog data from file If you want to work with catalog data from a file, please select the respective option and then browse and open the desired *.DFD file with the Select file button. If multiple computers should be connected to the same catalog information, the catalog definition file has to be stored in a central directory in order to be able to establish a common access to the catalog. The catalogs can be modified with the Edit button. The Edit catalogs window opens up and the respective catalog to be edited can be selected from the pull-down menu. If applicable, already existing catalog entries are displayed in the lower portion

58 58 Software Configuration and User Administration of the window. These entries can now be modified or new entries can be edited. To save the catalog modifications, close the window with the OK button. Catalog data from database Please select this option in order to work with catalog data from the database that is selected under Q-DAS database connection. After this option is turned on, you can customize the catalog information as described above under Catalog data from file. Catalog data from data set Catalog information from the currently loaded data set will be used, if this option is activated. This assumes that catalog information has been saved to the data set (please also see chapter 1.4.7). If the loaded data set does not contain catalog information, catalog entries will not be displayed. Replace operator and employee catalog by user list If this option is activated, the operator names in the operator and employee catalog will be replaced by the user names available in the user list Save Options Select Options System settings Save options and the Save options window opens. The following configurations are available. Always save calculated distribution with dataset Check this box to save the current distribution model with the dataset. Always save classification with dataset Select this option to save the classification with the dataset. Save SPC QCC to the dataset Enable this checkbox to save current information of the SPC- QRK to the dataset. Save catalog data to file Activate this option to save all information of the selected catalog to files that do not contain catalog data yet. Please note that the file size might increase significantly. If the catalog information is saved to a file, you cannot delete it using the functions in the program surface.

59 Software Configuration 59 Save trend compensation in dataset If you have executed trend compensation, you can enable this checkbox to save it in the dataset. Save deselected values Attribute values can be deselected due to tests on runaways or manual selections within the value chart of individual values. Define which attribute values are to be marked. You can select one of the options displayed on the right External Files Select Options System settings External files and the External files dialog box opens. Check the Retrieve file on exit box to run the selected file or script when you exit the software. In the procella My.SPC module, you can also run a file / script by request. Using the following selection, you name the buttons in procella My.SPC (file name or the text Execute script ). If you want to use the name of the loaded file in a BATCH file again, check the Transfer currently open file to script box to adopt the file name

60 60 Software Configuration and User Administration of the open *.DFQ or *.DFD file. It is also possible to transfer the field content of a K field at the parts level Other Settings The Settings window can be opened up with the Options / System settings / General menu function. The Icon bar visible option can be used to determine whether icons should be displayed in the program window. If the icon bar option is activated, the button can be used to configure which individual icons should be displayed. The Status bar option allows to display or to hide the status bar in the Q-DAS Software window. The appearance of the status bar can be determined in detail with the button. All other options in this dialog are settings independent of the module and are described in chapter Graphic settings It is possible to configure the graphic settings individually by user. Options for saving the settings of the single graphics are described in chapter 2.2 of this manual. In addition to this, the individual graphics can also be added to summary charts and be configured even different for the display there. Summary charts are graphics such as the Form Sheets, the Characteristic Statistics charts, the Parts Protocol or the Summary/Input window in the procella My-SPC module. As an example, it possible to change the settings of the Individual Value Chart which is displayed as a column in the Characteristics Statistics 3 chart without changing the default settings of the Individual Value Chart itself.

61 Software Configuration 61 To do so, please open the Characteristics Statistics 3 chart from the Summary menu. Do a right mouse-click on the column displaying the Value Chart Individuals. The Graphic settings function from the context menu allows you to setup graphic display of this column as desired. In this example, the background color was changed to white and the Value numbers option for Scale fitting (multiple charts) under Display limit was activated. These settings result in the following display for the Characteristics Statistics 3. The appearance of the Characteristics Statistics 3 itself can now be saved with the Save settings icon available in either the icon bar or with the Graphic settings function of the right mouse-click.