Rockwell Software Online Demo System

Transcription

1 Rockwell Software Online Demo System

2 Table of Contents TABLE OF CONTENTS 1 ROCKWELL SOFTWARE ONLINE DEMO SYSTEM 3 ABOUT THIS SCRIPT 3 HOW TO USE THIS SCRIPT 3 BEFORE YOU BEGIN 4 NAVIGATION 5 DEMO WATER / WASTEWATER 6 WATER / WASTEWATER LANDING PAGE 7 NAVIGATION TREE 11 SUPERINTENDENT OVERVIEW 12 WATER DISTRICT REPORTS 14 ONTARIO OVERVIEW 15 LOCATION OVERVIEW 16 SITE OVERVIEW 18 STATUS 22 PROVIDENCE / STATE STATUS 23 CITY STATUS 24 SITE STATUS 25 SYSTEM STATUS 26 WATER TANK OVERVIEW 27 EXCEL REPORTS 28 KIOSK MODE 31 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 1 of 33

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4 Rockwell Software Online Demo System About This Script The Rockwell Software Online Demo System provides industry specific demonstrations of sample models and reports. Now customers can view working models of the products you explain. It s your task to go out and convince your customers to give our products a try. Take your excitement with you; find something that gets them equally excited and motivated to make this work. Once you identify that something for your customer, use this script and the Rockwell Software Online Demo System to demonstrate how Rockwell Automation can overcome the hurdle and ensure their success. Get your customer excited about the outcome. How to Use This Script First, familiarize yourself with the online demonstration tool and this script before presenting to your customer. Each Demo section in this manual walks you through demonstrating the different industry solutions and explaining their features. This manual provides the following information for each display (when applicable): Page Description Additional Information What is the value to the customer? You are going to show the wow factor right off and reserve the details for later; but only if asked. Every customer is motivated a little differently, so customize your delivery using your sales skills. You have an exciting product that can make your client more productive, so keep that in mind as you find a path forward with your customer. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 3 of 33

5 Script Example: Before You Begin Before you begin your demonstration run through the following check list: Ensure that you can connect to the Online Demonstration Site Ensure that the speed of your network connection is adequate to run the demonstration to the customer s satisfaction Optionally, connect to the demonstration in advance to avoid the login page Good luck with your demo! 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 4 of 33

6 Navigation Navigation of the Rockwell Software Online Demo System is easy. Complete the following steps to access and run the industry specific demonstrations. 1. Open your web browser and type into the web address bar. For best performance, use Internet Explorer as the web browser. If you use a different web browser, test all features of the Rockwell Software Online Demo System before presenting the demonstration to a customer. The Rockwell Software Online Demo System Home page opens. 2. Click on one of the industry icons to start the demonstration for that industry, or click on one of the FactoryTalk buttons to start a demonstration of that product. 3. Follow the instructions in each section of this manual for navigation instruction specific to each screen. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 5 of 33

7 Demo Water / Wastewater The information shown in the Rockwell Online Software Demo System represents a fictitious organization that is responsible for managing a number of Water / Wastewater facilities over a broad regional area in this case Southern Ontario. The demonstration highlights the use of FactoryTalk VantagePoint in such an environment and, in particular, covers the following attributes: Equipment models (Unified Production Model) Report Navigation Calculation Tags Drill through reports Dashboards Excel Reporting Status Items Report Content Rules Content Rotator Theme Configuration Menu Configuration This script provides an example you can follow with your customer. Note that there is much more content that you can leverage within the system. You are encouraged to become familiar with the other reports and analyses in order to better serve your customer. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 6 of 33

8 Water / Wastewater Landing Page 1 Page Description This is the Rockwell Software Online Demonstration Site Home page. Click the Water Wastewater icon to go to the water / wastewater demonstration. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 7 of 33

9 2 Page Description This is the Water / Wastewater Landing page. 1. Rockwell Software Online Demonstration Site link Click to return to the Rockwell Software Online Demo System Home page. 2. Live Demo button Click to show your customer the demonstration. 3. Numbered picture buttons The pictures are automatically rotating screenshots of the demonstration. Click the numbered buttons to manually move through the pictures. 4. Demo Images (PowerPoint) link Click this link to open a PowerPoint with screenshots of the demonstration. 5. Watch a video of the demonstration link Click this link to watch a video walking through the features of the Water / Wastewater demonstration, such as excel reports, dashboards, trends, and status items. Additional Information This Water / Wastewater demonstration is based on a fictitious Municipality. It is made up of many sites where each site has its own controls system and data stores. Some of the control systems and data stores are made by Rockwell Automation and others are made by third-party vendors. The demonstration will walk through a variety of dashboards and reports relevant to an Operational Supervisor as he/she starts his daily activities. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 8 of 33 Value: Demonstrates the ability to connect to various data sources including third-party vendor applications and control systems. Organizes information and equipment, enabling easy navigation to pertinent plant areas and subsequent reports and analysis. Models equipment, regardless of underlying control system, exposing common equipment properties ensuring that all users of the system can benefit from the information. Allows for the development of templatized reports, reducing development time and enabling reuse at other facilities.

10 Click the Live Demo button to start the demonstration. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 9 of 33

11 3 Page Description After clicking the Live Demo button the Windows Security window opens. Make sure that you know the user name and password prior to showing a customer this demonstration. Type your user name and password into the appropriate fields. Check the Remember my credentials checkbox so you do not need to complete this step again, when using the same computer. For additional information please refer to: Information on the Rockwell Software Online Demonstration. Value: Access to the Portal and all content within the Portal is secured. FactoryTalk VantagePoint tightly couples its security with the customer s active directory to ensure a single sign-on environment, managed by the customer s own IT security team. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 10 of 33

12 Navigation Tree 1 Page Description When you first open the Water / Wastewater demonstration site, you will see the navigation tree on the left and a dashboard on the right. The navigation tree is how a user navigates the Unified Production Model (UPM). It represents the content that a User is permitted to see. 2 Page Description From the navigation tree you can access: 1. Dashboards 2. Status drill-down 3. Excel reports Additional Information The displayed reports can be customized to show only the reports that are associated to the user s role. The navigation tree can include equipment, folders, and reports or any item that is accessible within FactoryTalk VantagePoint. Click on the link for Superintendent_Overview, if you are not currently on this dashboard. The Superintendent Overview dashboard is the default screen when you first enter the demonstration site. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 11 of 33

13 Superintendent Overview 1 Page Description The Superintendent Overview dashboard is the default screen that the Water / Wastewater demonstration shows first. You can also access it by clicking the Superintendent_Overview link in the navigation tree on the left of the screen. 1. Financial area This shows financial Key Performance Indicators, such as revenue, operating income, operating expense, and net income. 2. Processes area This shows information for total production, wastewater processed, metered consumption, and unmetered consumption. 3. Gauges area The gauges illustrate live data coming from the pumping stations. 4. Well Level area This shows the percentage of the well level. 5. Total Kw Produced area This area shows the total energy produced. 6. Reservoir Level area This area illustrates the levels of the reservoirs. 7. Water District Reports button Click this button to open a state compliance report. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 12 of 33

14 Additional Information Dashboards are built using the Dashboard Builder tool which provides a drag and drop design environment coupled with our Excel Add-In in order to retrieve data from the model. Alarm limits can be used to highlight areas where actions need to be taken. For example the Net Income field is red indicating immediate action is required, green indicates everything is good, and yellow is between immediate action and good. Dashboards are intended to be actionable, meaning they should help the reader decide what action, if any, is needed. Value: Once a data source is connected, it can be consumed in a variety of reports, including Dashboards. The Dashboard Builder tool comes with a variety of standard KPI widgets reducing the complexity of developing dashboards. Click the Water District Reports button. The Water District report opens. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 13 of 33

15 Water District Reports 1 Page Description The Water District Report is a compliance report. The report is automatically formatted and completed with information reported from each site. Additional Information The report was developed with Excel using data from the connected systems, which may or may not be based on Rockwell Automation controllers. The report is published to the Portal for any secured user to view. Value: The reports are developed using a familiar tool with data from the connected systems. All formatting is done using Excel. The reports are reusable and can be shared between sites and Municipalities. Reports can be configured to be viewed as PDF for easy download and local printing. Click the OntarioOverview link in the Navigation Tree. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 14 of 33

16 Ontario Overview 1 Page Description The Ontario Overview dashboard shows the location of cities with water / wastewater facilities, and has the following features: 1. Facility Indicator Circular icons show the location of cities with water / wastewater facilities and the current status (green = operational, yellow = not commissioned, and red = facility is offline). 2. Total flow gauge Shows after clicking on a Facility Indicator. The gauge illustrates the total flow through the facility and provides a quick indication of the health of the operation. 3. Facility Details link Clicking on the city name provides a drilldown to a dashboard, which provides additional detail. Additional Information Dashboards are built using the Dashboard Builder tool which provides a drag and drop design environment coupled with the Excel Add-In in order to retrieve data from the model. Alarm limits highlight areas where actions need to be taken, for example the Facility Indicators change color based on their status. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 15 of 33 Value: This dashboard provides an Operations Manager a high-level view of the current status of various facilities. This enables targeted decisions in real-time. The drill-down capabilities enable the user to obtain greater detail about a situation, improving the ability to make accurate and timely decisions. Hover over a Facility Indicator. The current status of the plant appears in a box. Click on a Facility Indicator. The Total Flow Gauge for the city appears. Click on the Mississauga link. The Location Overview dashboard for Mississauga opens.

17 Location Overview 1 Page Description The Location Overview dashboard, for the city of Mississauga, shows the total influent and effluent from all sites within the city. 1. Available Sites Shows the sites being monitored as buttons. 2. Influent and Effluent gauges Provides an instantaneous value and a color coded indication (red, yellow, green) as to the overall performance of the city. 3. Chart Provides the influent and effluent flow over a specific period of time enabling the user to identify any changes in operational status during the selected time. Additional Information Dashboards are built using the Dashboard Builder tool. It provides a drag and drop design environment and the Excel Add-In to retrieve data from the model. Gauges, charts, graphs, trends, and other basic business intelligence objects are included in the Dashboard Builder tool. This is a templatized dashboard, which means it will work with any item in the model of a specific item type. Instead of creating a dashboard for each city, a single dashboard is created. Value: This dashboard provides an Operations Manager a high-level view of the current status of various facilities. This enables targeted decisions in real-time. The drill-down capabilities enable the user to obtain greater detail about a situation, improving the ability to make accurate and timely decisions. This templatized report works for any city item within the model. Enable the dashboard simply by creating a city item and wiring up the tag values. This greatly reduces the amount of development time for creating reports. Leverage the existing dashboard as new cities are added to the scope of the organization simply by creating new city items. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 16 of 33

18 Click on the Lorne Park button. The Site Overview dashboard opens with information specific for that site. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 17 of 33

19 Site Overview 1 Page Description The Site Overview dashboard, for Port Credit, provides greater detail about the current and historical operation of the facility. 1. Upper section Contains aggregated and instantaneous data for a wide range of Key Performance Indicators (KPIs) used to manage the facility. These provide a good understanding about the health of a facility at a quick glance. 2. Middle section Provides more detail in bar graphs and charts. This area is used by SMEs (subject matter experts) to quickly identify any areas of concern needing further investigation. 3. Bottom section Shows historical and current meter statuses. This is critical to being able to quickly identity potential issues. Additional Information Dashboards are built using the Dashboard Builder tool. It provides a drag and drop design environment and the Excel Add-In to retrieve data from the model. Gauges, charts, graphs, trends, and other basic business intelligence objects are included in the Dashboard Builder tool. Value: Dashboards can provide both live and historical information. This dashboard provides an SME with critical KPIs enabling a quick determination about the status of the facility. The drill-down capabilities enable the user to obtain greater detail about a situation, improving the ability to make accurate and timely decisions. This templatized report works for any city item within the model. Enable the dashboard simply by creating a city item and wiring up the tag values. This greatly reduces the amount of development time for creating reports. Leverage the existing dashboard as new sites are added to the scope of the organization simply by creating new site items. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 18 of 33

20 In the Chlorine area: Click on the Trend button to open a Trend Chart. Click on the Drill button to open a Measurement Chart of the Average Chlorine residuals. In the Turbidity area: Click on the Trend button to open a Trend Chart. Click on the Drill button top open a Measurement Chart of the Turbidity. In the ph area: Click on the Trend button to open a Trend Chart. Click on the Drill button to open a Measurement Chart of the Average ph. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 19 of 33

21 2 Page Description After clicking the Trend button on the Site Overview dashboard, the Trend Chart opens in a new tab on your Internet browser. The Trend Chart contains data over the last 5 minutes relating to the indicator in the model. 1. Vertical axis Shows the units being measured. 2. Horizontal axis Shows the passage of time. 3. Data is plotted, forming a curve that shows the change in units over time. Value: Measuring trends over time provides information that is essential for both documentation and troubleshooting. Click the X button on the Trend Chart tab to close the chart and to return to the Site Overview dashboard. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 20 of 33

22 3 Page Description After clicking the Drill button on the Site Overview dashboard, the Measurement Chart opens. The Measurement Chart shows a measurement for the selected indicator over an eight hour time span. 1. Title Shows the site and indicator being measured. 2. Bar chart Shows the levels of the selected indicator for the last eight hours. Value These reports allow the user to monitor an indicator over the course of a day. The chart can be used to pinpoint when a certain indicator rose above or fell below acceptable standards, thus showing when a debilitating problem may have occurred. Click the SiteOverview link to return to the Site Overview dashboard. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 21 of 33

23 Status 1 Page Description The status feature is accessible from the navigation tree. This feature provides a drill-down for each level of equipment within the system. It illustrates the status of collections of equipment allowing the user to drill-down to check individual equipment status to greater and greater detail until reaching the root cause. Value The drill-down information allows a user to closely monitor a site and its equipment. The status feature is essential for troubleshooting or monitoring the efficiency of a particular site, system, or piece of equipment. Click Status in the navigation tree to view the Province Status page. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 22 of 33

24 Province Status 1 Page Description The Province Status page shows a status for each city in the province. 1. Heading Identifies which province is being viewed. 2. Colored indicator Shows the status of a city. Green indicates all systems are functioning properly, red indicates that there is a problem somewhere within the systems of that city. 3. Cities Lists the different cities with sites in the area. 4. Location Overview link Links to the Location Overview for the city. Value Provides the user an instant overview of each city and whether or not the systems within those cities are functioning properly. Click the Mississauga link to view the City Status page. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 23 of 33

25 City Status 1 Page Description The City Status page shows a status for each site within the city. 1. Heading Identifies which city is being viewed. 2. Colored indicator Shows the status of a site. Green indicates all systems are functioning properly, red indicates that there is a problem somewhere within the systems of that site. 3. Sites Lists the different sites in the city. 4. Links Links to reports and overview for the site. Value This second level of the status feature gives the user an instant overview of each site within a city and whether or not all of them are functioning properly. Click on Lorne Park link to view the Site Status page. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 24 of 33

26 Site Status 1 Page Description The Site Status shows a status for each Site within the City 1. Heading Identifies which site is being viewed. 2. Colored indicator Shows the status of a system. Green indicates a system is functioning properly, red indicates that there is a problem somewhere within the systems. 3. Systems Lists the different systems in the site. 4. Links Links to reports for the system. Value This third level of the status feature gives the user an instant overview of each system within a site and whether or not all of them are functioning properly. Click the Raw Water Intake link to view System Status page. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 25 of 33

27 System Status 1 Page Description The System Status page shows a status for each piece of equipment within the System. 1. Heading Identifies which system is being viewed. 2. Colored indicator Shows the status of a piece of equipment in a system. Green indicates equipment is functioning properly, red indicates that there is a problem somewhere with the equipment. 3. Equipment Lists the different pieces of equipment in the system. 4. Links Links to reports for the equipment. Value This fourth level of the status feature gives the user an instant overview of each piece of equipment within a system and whether or not all of the equipment is functioning properly. Using the related reports provides information about each piece of equipment for both troubleshooting and documentation purposes. Click the Water Tank Overview link to view the status of the raw water sediment tank. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 26 of 33

28 Water Tank Overview 1 Page Description A virtual image of the raw water sediment tank shows the level of water in the tank. Value Visual aids such as this provide the user with a view of the tank with the water level clearly displayed in real time. The user can then use this image for troubleshooting or documentation. What steps do I need to preform? You may use the back button on your Internet browser to return to the Site Status page to demonstrate the reports for other equipment as needed. If this is not necessary, continue to the next section to demonstrate Reports. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 27 of 33

29 Excel Reports 1 Page Description Near the bottom of the navigation tree is a section containing several Excel reports. Value Excel reports provide detailed data that can be narrowed or expanded according to the user s needs. These reports can be saved and archived, or printed for later use. Users viewing these reports do not require Excel on their system. They are simply viewed as HTML pages. Click on the Hourly_Raw_WaterFlow link to generate an Excel report. 2 Click the Parameters tab. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 28 of 33

30 3 Page Description The parameters tab allows the user to customize any Excel report making the reports useful. 1. Date field Uses an existing DateTime value for the report. 2. Calendar Allows the user to choose a date to narrow the report. 3. Time field Allows the user to input a specific time during the chosen date to narrow the report. Clicking the Now button uses the current date and time to generate the report. 4. The RawWater field Provides a list of different parts of the model that can be reported on. 5. Generate Report button Creates the Excel report according to the selected parameters. Value Choosing parameters allows the user to generate a customized report. Select desired parameters and click Generate Report to show the client a customized Excel report, OR Click the Rockwell Demo Treatment tab to return to the navigation tree. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 29 of 33

31 4 Click LiftStationRerport link to show another report and then click the Parameters tab. 5 Page Description The Lift Station Report displays information regarding the Lift Pumps for the selected Site. Each time a new report is generated, the Parameters tab is customized for that particular report. Value The fluid nature of the Parameters tab provides the user with ease of access to the exact information needed. Click the drop-down arrow and select the parameters to view, then click the Generate Report button to view the customized report? Click the Rockwell Demo Treatment tab to return to the navigation tree. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 30 of 33

32 Kiosk Mode 1 Page Description Kiosk mode renders pre-selected reports every ten seconds. Value Kiosk mode is useful for large screens that may be mounted in company common areas, boardrooms, or offices. This mode provides an overview of all the reports available to the user. Click Kiosk to view the variety of reports available to the customer. 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 31 of 33

33 2 Page Description Kiosk mode has several buttons to help control how the reports are displayed. 1. Title Shows the title of the report being displayed. 2. Play button Changes the Kiosk mode to Run. 3. Pause button Stops the report rotation on the current screen. 4. Previous button Pauses the rotation and backtracks to the previous report viewed. 5. Next button Pauses the rotation and skips to the next report to be generated. 6. Refresh button Pauses the rotation and gives an updated version of the report being displayed. 7. Full Screen button Displays the current report in full screen. Value The different buttons allow the user to utilize Kiosk mode in a personalized manner. The buttons would be especially useful if a manager happened to catch something unusual in one of the reports as it scrolls by. Click each of the buttons in Kiosk mode to observe how they work. This concludes the Water / Wastewater Demo 7/17/2014 Rockwell Onine Software Demo System Rev 1.00 Page 32 of 33