Rockwell-automation FactoryTalk Metrics User Guide Bedienungsanleitung Seite 1

USER GUIDE Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 Supersedes Publication PLTMT-UM001L-EN-P-June 2013

Chapter 1 Welcome to FactoryTalk Metrics powerful, yet simple set of tools to analyze the performance of production assets. FactoryTalk Metrics prov

Chapter 3 Collecting Performance Data 5. Click New. The Configure Performance Parameter Event dialog box appears. To configure the event value: 1.

Collecting Performance Data Chapter 3 2. Under Data Points, select a data point, and then click Select. The data point that you have selected appea

Chapter 3 Collecting Performance Data The historical event data contains fields to record an initial value and an ending value for an event. The Eve

Collecting Performance Data Chapter 3 Event value type Description This event value type is available for: Collect Value at the Start and End of th

Chapter 3 Collecting Performance Data The Expression Editor is a FactoryTalk Transaction Manager tool that you can use to create expressions, the re

Collecting Performance Data Chapter 3 Use the following time format and processing functions: Item Description UTC Specifies that a timestamp will

Chapter 3 Collecting Performance Data Item Description MOPCTimestampOf() Uses a single data point as a parameter to return the millisecond compone

Collecting Performance Data Chapter 3 Use the following data point functions: Item Description SUM() Returns the sum of multiple parameters for dat

Chapter 3 Collecting Performance Data Item Description QualityOf() Uses one parameter to return three OPC server values. The values in parentheses

Collecting Performance Data Chapter 3 Use the following advanced functions: Item Description Parse() The Parse function uses four parameters to re

Welcome to FactoryTalk Metrics Chapter 1 Metrics and does not cover the installation and operation of underlying system services. This document is i

Chapter 3 Collecting Performance Data The Lookup Code Configuration dialog box appears. To configure an Event Value Reason Code lookup list: 1. In

Collecting Performance Data Chapter 3 To import Shift Description lookup list values: 1. Under Previous Import File Path, click Import. The Open di

Chapter 3 Collecting Performance Data • This event is not used in calculating Fault Metrics. • This event represents a Fault for the purposes of cal

Collecting Performance Data Chapter 3 The availability of the options depends on the event trigger that you selected in "Configuring the Event

Chapter 3 Collecting Performance Data You will need to select the reporting value, if you have selected the Collect Value at the Start and the End o

Collecting Performance Data Chapter 3 How do I access the dialog box? 1. On the Configure menu, click FactoryTalk Metrics > Performance Paramet

Chapter 3 Collecting Performance Data You can set the collection rate in the range of 1 to 60 seconds. This setting does not affect unscheduled part

Collecting Performance Data Chapter 3 • Any scheduled Shift Change • Summarization Criteria Change • Scheduled Shift Start or Summarization Crite

Chapter 3 Collecting Performance Data When you select this option, the Metrics Server Manager calculates availability in the least restrictive way.

Collecting Performance Data Chapter 3 an activity area can be in one and only one machine state at a time, and each activity area that has machine s

Chapter 1 Welcome to FactoryTalk Metrics They should be familiar with: • Microsoft Windows operating systems. Consult the following resources for a

Chapter 3 Collecting Performance Data Let us assume that the machines and the activity areas of the Sample Enterprise that you created in "Con

Collecting Performance Data Chapter 3 • FT.SampleEnterprise.Workcell_STATE This monitored value data point can have one of the following values: Th

Chapter 3 Collecting Performance Data After you have defined your machine states, you need to configure and prioritize them. The priority of a mach

Collecting Performance Data Chapter 3 This state must have a higher priority than the Down state, because when a machine is starved, it is also down

Chapter 3 Collecting Performance Data 3. In the State Name box, type a unique name for the state. 4. In the Color list, select the color that wil

Collecting Performance Data Chapter 3 6. Click OK. 7. Repeat steps 2-6 and add other machine states. 8. Under Machines States, use the Priority

Chapter 3 Collecting Performance Data map a value to a particular state though if that value has no meaning within your set of defined machine state

Collecting Performance Data Chapter 3 supposed to?” and “What are they doing when they are not running?” Downtime tracking can answer these question

Chapter 3 Collecting Performance Data Metrics that you should evaluate for your organization. Each approach has its own advantages and consideration

Collecting Performance Data Chapter 3 To report on running versus downtime data, use the Running Percent and Downtime Percent columns in the PlantMe

Welcome to FactoryTalk Metrics Chapter 1 A current TechConnect Support contract may be required to use some online features. To speak with a Techni

Chapter 3 Collecting Performance Data User-defined events can also be configured as Faults, for the purposes of calculating Mean Time Between Failur

Collecting Performance Data Chapter 3 For more information, see "Configuring the Machine States (page 123)". 2. Configure a performance p

Chapter 3 Collecting Performance Data Review the following for additional information. This column: Indicates whether or not: Created The transac

Collecting Performance Data Chapter 3 Click Yes. • To remove orphaned transactions, i.e. transactions that are no longer bound to a specific data p

Chapter 3 Collecting Performance Data It lists the FactoryTalk Transaction Manager configurations that have been imported, and the applications to w

Collecting Performance Data Chapter 3 NOTE: To perform the manual data collection, you must be granted the Manage FactoryTalk Metrics Manual Data Co

Chapter 3 Collecting Performance Data When you click: These values are displayed: Event The user-defined events that occurred during the specified

Collecting Performance Data Chapter 3 Click: To: Update the table with the data range that you have chosen. Show data without any time filters ap

Chapter 3 Collecting Performance Data 5. Edit the values that you want to change. In the example presented in the figure below, we subtracted 6 min

Chapter 4 Automated Configuration FactoryTalk Metrics contains additional software and content which is designed to reduce the time it takes to impl

Chapter 1 Welcome to FactoryTalk Metrics 14 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Chapter 4 Automated Configuration The following table lists the UDT tags from a ControlLogix controller and their corresponding performance paramete

Automated Configuration Chapter 4 These items of the UDT workcell template: Are mapped to these performance parameters in FactoryTalk Metrics: Item

Chapter 4 Automated Configuration These items of the UDT workcell template: Are mapped to these performance parameters in FactoryTalk Metrics: Item

Automated Configuration Chapter 4 These items of the UDT workcell template: Are mapped to these performance parameters in FactoryTalk Metrics: Item

Chapter 4 Automated Configuration plant model structure that is used in the Report Expert report templates. Typically, machines that are to be monit

Automated Configuration Chapter 4 servers may also be required if you use controllers other than ControlLogix as sources for FactoryTalk Metrics dat

Chapter 4 Automated Configuration The new server appears under the application. 8. (Optional) Add an area: TIP Areas organize and subdivide a dist

Automated Configuration Chapter 4 The shortcut will reference all data tags within a given ControlLogix device. If the device contains data tags fro

Chapter 4 Automated Configuration The Shortcut Verifier dialog box appears. The dialog box displays the shortcut verification status. For details

Automated Configuration Chapter 4 4. Click Open. The project is loaded to the Logix Designer window. In the Controller Organizer, under Data Types,

Chapter 2 Getting Started Before you walk through the examples and tutorials that are discussed in this book, it is assumed that the RSBizWare admin

Chapter 4 Automated Configuration • FTM_Workcell This UDT defines the structure used to collect the information for a standard FactoryTalk Metrics w

Automated Configuration Chapter 4 To create an array of the FactoryTalk Metrics UDT instances: 1. In Studio 5000, in the Controller Organizer, doub

Chapter 4 Automated Configuration 4. Next to the Data Type box, click . The Select Data Type dialog box appears. 5. Under Data Types, click FTM_W

Automated Configuration Chapter 4 9. Change the existing program file to ensure that the data points in the UDT that you want to use in the Factory

Chapter 4 Automated Configuration The FactoryTalk Metrics Configuration Tool lets you enhance the process of creating configurations of multiple wor

Automated Configuration Chapter 4 Select workcells and define the configuration for them. 3. (New configurations only) Register your FactoryTalk Tr

Chapter 4 Automated Configuration • FTM UDT For this configuration, data is loaded from the FactoryTalk Metrics SQL Server database with properties

Automated Configuration Chapter 4 8. Do any of the following: • If you are creating a new FactoryTalk Transaction Manager configuration, go to &quo

Chapter 4 Automated Configuration NOTE If you create a configuration for the workcells that have already been configured, the existing workcell info

Automated Configuration Chapter 4 Administration Console. Follow this structure: ComputerName\UserName or DomainName\UserName. 10. In the Connector

Chapter 2 Getting Started The RSBizWare architecture can be configured to run on a single computer, or it can be distributed across multiple compute

Chapter 4 Automated Configuration 15. Click OK. The configuration is imported to FactoryTalk Transaction Manager. If the configuration was imported

Automated Configuration Chapter 4 Item Description Work Cell Name from DB The name of the workcell in the FactoryTalk Metrics database. When a row

Chapter 4 Automated Configuration To set values for multiple workcells in the list: 1. Select the Generate check box next to the workcells that you

Automated Configuration Chapter 4 6. Click Next. 7. On the Select FactoryTalk Transaction Manager Configuration page, select the configuration th

Chapter 4 Automated Configuration NOTE This step is optional. In this step you can import to your configuration machine states, shift and event loo

Automated Configuration Chapter 4 The shift lookup list is added to your configuration. To create a state event lookup list: 1. Click State Event

Chapter 4 Automated Configuration To create and import the FactoryTalk Metrics configuration file: 1. Click the FT Metrics tab. 2. (PackML UDT co

Automated Configuration Chapter 4 9. In the FTTM configuration list, select the name of the FactoryTalk Transaction Manager configuration that you

Chapter 4 Automated Configuration The error log file is stored in the FTTM configuration path that you provided in "Step 2. Define a FactoryTal

Automated Configuration Chapter 4 analog event values and shift numbers into string values. String values are more useful in both reports and in Rep

Getting Started Chapter 2 7. Select the data that you want to import. 8. Click Finish. The Processing page with the import status appears. After

Chapter 4 Automated Configuration 170 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Chapter 5 Analyzing FactoryTalk Metrics Data FactoryTalk Metrics provides a graphical environment for analyzing production and process data. In this

Chapter 5 Analyzing FactoryTalk Metrics Data To create a new, blank report: 1. Open the Configuration Console. 2. On the File menu, click New Repo

Analyzing FactoryTalk Metrics Data Chapter 5 8. Click OK. The logo appears under the title. 9. Click the image, and then on the Insert menu clic

Chapter 5 Analyzing FactoryTalk Metrics Data TIP You can also add a hyperlink to a text. To do so, select the text, and then, on the Reports Inserta

Analyzing FactoryTalk Metrics Data Chapter 5 2. In the Report Name box, type a name for your report file. In this example, the name is My Company R

Chapter 5 Analyzing FactoryTalk Metrics Data First, move the report under the folder, in which you want to put it. Then, click the right arrow to pl

Analyzing FactoryTalk Metrics Data Chapter 5 The Configuration Console allows you to view report objects that other users have created, and add them

Chapter 5 Analyzing FactoryTalk Metrics Data Item Description Report Data Source The list of report data sources from which the data will be show

Analyzing FactoryTalk Metrics Data Chapter 5 Item Description Select Which Toolbars to Show options Select the check box near the toolbar name whic

Chapter 2 Getting Started For example, if you were attempting to connect to a server computer named rsi-rockwell that uses the default HTTP port 808

Chapter 5 Analyzing FactoryTalk Metrics Data When you create a new chart or table that is based on a time selection-enabled report data source, the

Analyzing FactoryTalk Metrics Data Chapter 5 useful if you want to show all data from the week before August 2, 2005. • The Future Time from Start

Chapter 5 Analyzing FactoryTalk Metrics Data NOTE Although the Time Selection toolbar settings are used when you schedule the report object, the sch

Analyzing FactoryTalk Metrics Data Chapter 5 To configure a report object to use Global Credentials: 1. Click the FactoryTalk Metrics Workcell Hist

Chapter 5 Analyzing FactoryTalk Metrics Data • Require user to login Select this option if you want to require the users to provide their user name

Analyzing FactoryTalk Metrics Data Chapter 5 NOTES By selecting this option, you are granting the specified user’s application privileges to the run

Chapter 5 Analyzing FactoryTalk Metrics Data Take a look at the table report object inserted in "Add a Saved Report Object to Your Report (pa

Analyzing FactoryTalk Metrics Data Chapter 5 To insert the chart: 1. Place the mouse pointer where you want the chart to appear in the report and s

Chapter 5 Analyzing FactoryTalk Metrics Data If the series values (work cell descriptions) were in the column headers of the table and the Running

Analyzing FactoryTalk Metrics Data Chapter 5 In the Chart Fields step, you will select the fields from the report data source that will be shown in

Getting Started Chapter 2 2. If prompted, type the user name and password for the account that your RSBizWare administrator has authorized for you,

Chapter 5 Analyzing FactoryTalk Metrics Data workcells by hour. From the X-Axis list, select Start Time. Start Time is added to the list at the bott

Analyzing FactoryTalk Metrics Data Chapter 5 • The “prompt-at-runtime” filter which allows the user to select the filter values every time the filt

Chapter 5 Analyzing FactoryTalk Metrics Data 9. Click OK to return to the Configure Filter dialog box. After you have completed these steps, the C

Analyzing FactoryTalk Metrics Data Chapter 5 Now that you have selected the report data source, created the chart report object, and created a promp

Chapter 5 Analyzing FactoryTalk Metrics Data 7. Click OK to display the chart with the average running time for the two workcells that you selected

Analyzing FactoryTalk Metrics Data Chapter 5 click to add the selected fields to the Fields in report list. Each field that you add to the list w

Chapter 5 Analyzing FactoryTalk Metrics Data 3. Click Next. The Sort Order page allows you to specify the order in which the columns will be sort

Analyzing FactoryTalk Metrics Data Chapter 5 1. To calculate the average downtime value, select the AVG check box in the Downtime Seconds row. NOTE

Chapter 5 Analyzing FactoryTalk Metrics Data 1. The Report Style section of the dialog box lets you choose the color scheme that will be applied to

Analyzing FactoryTalk Metrics Data Chapter 5 4. Select the Convert from option and ensure that Seconds is selected from the list. This action will

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Chapter 2 Getting Started ability to modify and delete the reports listed in the Report Explorer depends on the licenses and features that you have

Chapter 5 Analyzing FactoryTalk Metrics Data 7. Double-click the box outline to view the table. 8. Click OK to return to the report object. The ta

Analyzing FactoryTalk Metrics Data Chapter 5 3. Click Yes. A blank OEE Box chart appears on the report. To select the activity area: 1. Right-c

Chapter 5 Analyzing FactoryTalk Metrics Data To specify the layout of the chart: 1. In the RSBizWare OEE Box Control Properties dialog box, click t

Analyzing FactoryTalk Metrics Data Chapter 5 The chart displays the OEE bar from bottom to top on the left side of the OEE Box chart. Now you will

Chapter 5 Analyzing FactoryTalk Metrics Data 1. On the Layout tab, select the Apply a Custom Filter check box. 2. Click New... The OEE Box Filter

Analyzing FactoryTalk Metrics Data Chapter 5 9. To specify the parts that you want to filter on, under Additional Filtering, select Parts in the Fi

Chapter 5 Analyzing FactoryTalk Metrics Data 2. For this tutorial, combine the two lower ranges so that you have two ranges instead of three. Unde

Analyzing FactoryTalk Metrics Data Chapter 5 To preview the OEE Box chart: 1. In the RSBizWare OEE Box Control Properties dialog box, click OK. The

Chapter 5 Analyzing FactoryTalk Metrics Data The FactoryTalk Metrics Detail chart allows you to view the following information for an activity area:

Analyzing FactoryTalk Metrics Data Chapter 5 4. Right-click the chart, and then click Properties. The FactoryTalk Metrics Detail Control Propertie

Getting Started Chapter 2 The plant model may be used by all RSBizWare applications in your organization (FactoryTalk Metrics, FactoryTalk Historian

Chapter 5 Analyzing FactoryTalk Metrics Data 6. In the Report Type list, select the type of the report that you want to generate for the selected a

Analyzing FactoryTalk Metrics Data Chapter 5 HTML editor or make the page part of a website, you need to export the report to an .htm file. To expor

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Chapter 6 Customizing RSBizWare Charts and Tables This chapter will help you understand how to customize charts and tables that have been added to R

Chapter 6 Customizing RSBizWare Charts and Tables NOTE When you make modifications to a report object, all instances of the report object (such as

Customizing RSBizWare Charts and Tables Chapter 6 When you finish working with the chart component, click outside the chart to remove the resizing ha

Chapter 6 Customizing RSBizWare Charts and Tables 3. Modify the text and then click OK to save your changes. Examples of standard properties that

Customizing RSBizWare Charts and Tables Chapter 6 When your RSBizWare report contains a text report object or table, you can interactively show/hide

Chapter 6 Customizing RSBizWare Charts and Tables To hide a column: • Right-click the column that you want to remove from the table, and then click

Customizing RSBizWare Charts and Tables Chapter 6 • Change the sort order of the table. • Rename the selected column heading. If your table is not

Chapter 2 Getting Started A new site is added to the tree. 5. Change the default name to Sample Site. 6. Right-click Sample Site, and then click N

Chapter 6 Customizing RSBizWare Charts and Tables To apply the SUM aggregate function to a column, right-click the column header, and then click Agg

Customizing RSBizWare Charts and Tables Chapter 6 To apply an ascending (A to Z) order to a column, right-click the column header, and then click Sor

Chapter 6 Customizing RSBizWare Charts and Tables To create a quick filter: 1. Click the default quick filter to display a list containing all uniq

Chapter 7 Advanced Reporting Topics The Excel Add-in allows you to retrieve RSBizWare data (general reporting or grid data, and time-series data) di

Chapter 7 Advanced Reporting Topics 4. Click OK to save your changes and close the dialog box. A valid connection to the RSBizWare server is made a

Advanced Reporting Topics Chapter 7 2. Click Save to save your report. 3. To create a new time-series report, select Time-Series in the Report Ty

Chapter 7 Advanced Reporting Topics 4. Click Save to save your report. 5. To modify the parameters of a grid or time-series report, click the col

Advanced Reporting Topics Chapter 7 8. Select the reports that you want to refresh, or select the Refresh All Reports check box. 9. Click Update

Chapter 7 Advanced Reporting Topics To schedule a report object to be run at a later time: 1. Open the Configuration Console. 2. On the Configure

Advanced Reporting Topics Chapter 7 7. Under Frequency, select the desired option to specify the task frequency. For this example, select One Time.

Getting Started Chapter 2 13. Click OK. NOTE Follow these steps on the database server computer, on which Report Expert is installed. For more in

Chapter 7 Advanced Reporting Topics 11. Select one or more of the following distribution methods: • E-mail. Select this option to e-mail the task r

Advanced Reporting Topics Chapter 7 A message appears informing you that the item has been successfully scheduled. The messages displays also inform

Chapter 7 Advanced Reporting Topics TIP To display the Report Explorer tree, you need to select the Report Explorer option. To do this, select Repo

Advanced Reporting Topics Chapter 7 5. Click Next. The Single Execution wizard page appears. 6. In the Date and Time boxes, specify the exact dat

Chapter 7 Advanced Reporting Topics • In the To box, type the e-mail address to which the results will be sent as an e-mail attachment. • In the For

Advanced Reporting Topics Chapter 7 A message appears informing you that the item has been successfully scheduled. The messages displays also inform

Chapter 7 Advanced Reporting Topics • Filter. For scheduled report objects only. The name of the filter that was applied to the RSBizWare report obj

Advanced Reporting Topics Chapter 7 A report data source is a connection to a table or view within an external data source. A report data source des

Chapter 7 Advanced Reporting Topics The Choose a Database Table or View page appears. 7. Select the desired database. The table at the bottom of th

Advanced Reporting Topics Chapter 7 1. Under Field Name, type a name for the new field. 2. Under Data Type, select the data type for the field. 3.

Chapter 2 Getting Started TIP Select both options so that you have access to FactoryTalk Metrics and Report Expert sample data. 6. Click Finish to

Chapter 7 Advanced Reporting Topics 18. Under Supported Formats, select one of the following options that best describes your database table or vie

Advanced Reporting Topics Chapter 7 The Data Point Configuration Table page appears. 22. Do either of the following: • Under Select the Data Point

Chapter 7 Advanced Reporting Topics The fields contain values that are derived from more than one record from one or more detail fields. Summary val

Advanced Reporting Topics Chapter 7 To create detailed derived fields: 1. On the Configure menu in the Configuration Console, click Reporting >

Chapter 7 Advanced Reporting Topics TIP You can rename the columns listed under Columns in Report Data Source to make their names more intuitive (e

Advanced Reporting Topics Chapter 7 2. Under Data Type, leave Number. 3. In the Columns list, click dRunSec. 4. Click Add Column to Expression. 5

Chapter 7 Advanced Reporting Topics Field name PartsPerMinute Data type Number Add these columns to the expression • dTotalParts • dRunSec Comp

Advanced Reporting Topics Chapter 7 The following picture shows a text report containing the created derived fields. To create summary derived fie

Chapter 7 Advanced Reporting Topics 8. Clear the Show Tables check box to display only the database views. 9. Select the OEEQWorkcell view. The se

Advanced Reporting Topics Chapter 7 7. Repeat the steps 1-6 to create the following summary derived field: Field name PartsPerMinuteTotal Data

Chapter 3 Collecting Performance Data The primary functions of FactoryTalk Metrics are collecting and analyzing production data to provide performan

Chapter 7 Advanced Reporting Topics FactoryTalk Metrics contains over 40 configured reports in the Report Expert environment. However, customers r

Advanced Reporting Topics Chapter 7 • Third-Party Reporting Tools. You can use third-party reporting tools to report on data in the FactoryTalk Met

Chapter 7 Advanced Reporting Topics 252 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Chapter 8 FactoryTalk Metrics Icon Definitions In this chapter you will learn about the following: • Plant Model Element State Icons (page 253) •

Chapter 8 FactoryTalk Metrics Icon Definitions The table below lists the state icons that are applied to the plant model element icons to define the

FactoryTalk Metrics Icon Definitions Chapter 8 Icon State Definition An event that is waiting to receive initial data values or an event category

Chapter 8 FactoryTalk Metrics Icon Definitions 256 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Chapter 9 Object Permissions An object permission is a privilege that is granted to security groups or individual users that allows access to a spec

Chapter 9 Object Permissions Default object permissions are granted through the Service Console. For information, refer to the RSBizWare Administrat

Object Permissions Chapter 9 There are the following report data source permissions: Item Description Allow <All> Filter Selection Allows th

Chapter 3 Collecting Performance Data disk when data collection started) processed as current data values. This approach could lead to inaccurate co

Chapter 9 Object Permissions 260 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Appendix A Report Data Sources FactoryTalk Metrics exposes the following important report data sources from which report designers can create charts

Appendix A Report Data Sources • Shift information. • The OEE calculation for that period of time. • The value for each configured user-defined s

Report Data Sources Appendix A The Event History report data source is based on the OEEQEvent view in the RSBizWare database. This report data sour

Appendix A Report Data Sources reports by shift or by part number. System-generated events are summarized (the current Event History record is close

Report Data Sources Appendix A • Shift information. • The number of the part being built and the ideal cycle time for that part number. • The num

Appendix A Report Data Sources 266 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Index A Add a Saved Report Object to the Report 177 Adjust the Time Range For a Time-based Report Object 180 Advanced Functions 109 Advanced Properti

Index Create Detailed Derived Fields 242 Create Summary Derived Fields 246 Creating Event Value Reason Code Lookup Lists 109 Creating FactoryTalk Tra

Index Machine State Data 262 Machine States 118 Machine States at the Sample Enterprise 119 Managing Part Id Configurations 49 Manual Data Collection

Collecting Performance Data Chapter 3 FactoryTalk Metrics uses the OEE (Overall Equipment Effectiveness) model to measure the performance of manufa

Index Step 3. Register the FactoryTalk Transaction Manager Configuration for Data Collection 162 Step 4 Create a Filter 203 Describe the Data 187 Sor

Index Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 271

Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products. At http://www.rockwel

Chapter 3 Collecting Performance Data This reduces to: FactoryTalk Metrics gathers and stores all of the raw data necessary to make this calculati

Collecting Performance Data Chapter 3 such, can only be used in summary report objects and cannot have aggregate functions applied. MTTR = FaultTim

Table of Contents Chapter 1 What Is FactoryTalk Metrics? ... 9 Features and Benefits

Chapter 3 Collecting Performance Data • Day A time pattern for a 24-hour day. • Week A time pattern for a standard 7-day week. • Custom A time pa

Collecting Performance Data Chapter 3 To configure time patterns: 1. On the Configure menu, click Time Pattern. The Time Patterns dialog box appear

Chapter 3 Collecting Performance Data 5. Change the default name to Shift A, and then press Enter. In the right pane of the dialog box, the default

Collecting Performance Data Chapter 3 11. Under Time Spans, right-click the area and then click New Time Span. The Time Span dialog box appears. 1

Chapter 3 Collecting Performance Data NOTE Since the default value of the time pattern is Unavailable, the half hour between the time spans is cons

Collecting Performance Data Chapter 3 3. Under Time Spans, right-click the area and then click New Time Span. The Time Span dialog box appears. 4.

Chapter 3 Collecting Performance Data 11. Set the start time to 8:00 (AM), and the end time to 16:00 (4 PM). NOTE Type the time in the 24-hour form

Collecting Performance Data Chapter 3 5. Click OK. 6. Under Time Spans, right-click the area and select New Time Span. The Time Span dialog box a

Chapter 3 Collecting Performance Data Time span for Thursday For this item: Select: Value Type Time Pattern Value Work Day Start Thursday 0:00 En

Collecting Performance Data Chapter 3 additional available times such as overtime hours or extended seasonal hours. In this tutorial you will use y

Table of Contents Configuring OEE Performance Parameters For Activity Areas ... 41 Configuring Data Collection ...

Chapter 3 Collecting Performance Data The activity area for which you are scheduling an exception (in this tutorial it is Sample Line), is listed in

Collecting Performance Data Chapter 3 9. Click OK. The new exception appears under Exceptions in the Composite Time Patterns dialog box. After y

Chapter 3 Collecting Performance Data For more sophisticated configurations, you can define other key parameters and custom events. You can connect

Collecting Performance Data Chapter 3 In this dialog box you can configure the parameters that will be used to collect performance data and measure

Chapter 3 Collecting Performance Data Select this option if you want to start the data collection for the activity area that you have selected. NOTE

Collecting Performance Data Chapter 3 The Ideal Cycle Time parameter is part of the Throughput value in the OEE equation. It indicates the time, in

Chapter 3 Collecting Performance Data In the Lookup list, select the lookup list that you want to use: • Click Create List to create a new list. • C

Collecting Performance Data Chapter 3 TIP To delete the data point that you have selected, click Clear. 5. (Optional) Set the actual ideal cycle ti

Chapter 3 Collecting Performance Data • Cycle times for individual Part Ids. Click the links below to learn how to: • Configure the default cycle

Collecting Performance Data Chapter 3 4. In the Cycle Time box, type an ideal cycle time value in seconds. 5. Click OK. The Part Id and its cycle

Table of Contents System-generated Event Data Summarization ... 116 Availability Interpretation Options ...

Chapter 3 Collecting Performance Data 6. Click Yes. The Open dialog box appears. 7. Navigate to the file that you want to import, and then click

Collecting Performance Data Chapter 3 The Part Id parameter tells FactoryTalk Metrics what type of part is being produced by the activity area. Cha

Chapter 3 Collecting Performance Data Select this option if you want to monitor a data point in the control system to determine the type of part be

Collecting Performance Data Chapter 3 3. If necessary, select the FactoryTalk Transaction Manager configuration for the activity area. 4. In the l

Chapter 3 Collecting Performance Data Select this option if you do not want the application to collect values for this parameter. The OEE rating for

Collecting Performance Data Chapter 3 2. Under Filtering Tools, in the FT Transaction Manager Topic/Device list, select the device from which you w

Chapter 3 Collecting Performance Data It is important to make sure that the total part counter and the good/bad part counter fire at the same time (

Collecting Performance Data Chapter 3 Select this option if you do not want to collect this type of part count. For manual activity areas, you can s

Chapter 3 Collecting Performance Data example, if the activity area for which you configure performance parameters is actually two separate physical

Collecting Performance Data Chapter 3 3. Click Edit. The Expression Editor - Total Part Count Expression dialog box appears. TIP The title of the

Table of Contents Chapter 5 Create a New RSBizWare Report ... 171 Insert Text, Pictures, and Hyp

Chapter 3 Collecting Performance Data How do I access the dialog box? 1. In the left pane of the Configure Performance Parameters dialog, click Pa

Collecting Performance Data Chapter 3 Under Formula Part Operator, the Starting Value operator is preselected, since it is the first value in the ar

Chapter 3 Collecting Performance Data To add another value: 1. Under Formula Parts, click Add >. 2. Under Formula Part Operator, select (+) Add

Collecting Performance Data Chapter 3 6. Click Finish. The formula is added to the Configure Performance Parameters dialog box. Availability is

Chapter 3 Collecting Performance Data • Scheduled breaks, meetings, etc. • Planned maintenance. • External conditions that prevent the machine fr

Collecting Performance Data Chapter 3 • Combining a time pattern optionally with Monitored Availability, so that a control system condition can ove

Chapter 3 Collecting Performance Data 4. In the left pane of the dialog box, click Scheduled Availability. The Scheduled Availability parameter is

Collecting Performance Data Chapter 3 Since no shift information is collected, the reporting by shift is not allowed. • Collect Scheduled Availabil

Chapter 3 Collecting Performance Data 4. Double-click the data point that you want to use. The data point appears in the Data Point box in the Conf

Collecting Performance Data Chapter 3 The data point appears in the Data Point box in the Configure Performance Parameters dialog box. TIP To delete

Table of Contents Load the Report From File ... 211 Chapter 6 Customizing Charts ..

Chapter 3 Collecting Performance Data negatively affected by time periods that are scheduled as unavailable (e.g., weekends, evenings). Click one th

Collecting Performance Data Chapter 3 Shift Data Point Value Scheduled Available Data Point Value Scheduled Availability Accumulating Shift informat

Chapter 3 Collecting Performance Data 5. Click OK. The value appears under Lookup Code Values. Instead of manually configuring a lookup code list,

Collecting Performance Data Chapter 3 This item: Is data of type: Normal State Boolean: • 1, 0, or • true, false (case-insensitive). How do I ac

Chapter 3 Collecting Performance Data scheduled to be available for an 8-hour shift, there can be times during that shift when the machine is not ca

Collecting Performance Data Chapter 3 Select this option if you want to use machine state to determine Monitored Availability. When machine states

Chapter 3 Collecting Performance Data The Select Data Point dialog box appears. 2. Under Filtering Tools, in the FT Transaction Manager Topic/Devic

Collecting Performance Data Chapter 3 Select this option if you want to determine the availability of the activity area based on the results of a fo

Chapter 3 Collecting Performance Data • Available Formula Point How do I access the dialog box? 1. On the Configure menu, click FactoryTalk Metri

Collecting Performance Data Chapter 3 With this option selected, you will not be able to isolate the contribution that Availability makes to the OEE

Table of Contents Configuring Reports ... 250 Chapter 8 Plant Model Elem

Chapter 3 Collecting Performance Data running state value using a FactoryTalk Transaction Manager expression: 1. Click Select. The Select Data Poin

Collecting Performance Data Chapter 3 • The Plant Model Activity Area evaluates a Formula to determine running state. Select this option if the ru

Chapter 3 Collecting Performance Data 3. If necessary, select the FactoryTalk Transaction Manager configuration for the activity area. 4. In the l

Collecting Performance Data Chapter 3 • To copy a user-defined event from another performance parameter configuration to the current performance pa

Chapter 3 Collecting Performance Data • Overall Available An Overall Available event record is created for each workcell for each continuous period

Collecting Performance Data Chapter 3 collection begins, remains open for as long as the data for the Part Count Formula is collected, and is subjec

Chapter 3 Collecting Performance Data example, you can create user-defined events to trap and record downtime occurrences, e-stops, the upstream/ do

Collecting Performance Data Chapter 3 • Trigger Defines how the event starts and ends (e.g., a bit in the control system goes high to signal the st

Chapter 3 Collecting Performance Data Manual events are events without a physical data point attached to them. They can be both system-generated eve

Collecting Performance Data Chapter 3 For user-defined manual events you can enter additional information about manual configuration in the event n

Chapter 1 Welcome to FactoryTalk Metrics In this chapter you will learn about the following: • What Is FactoryTalk Metrics? (page 9) • Features an

Chapter 3 Collecting Performance Data For example, if you changed the activity area availability from Data Point to Formula, the system would disabl

Collecting Performance Data Chapter 3 The Configure Performance Parameter Event dialog box appears. To configure the event data summary: 1. In the

Chapter 3 Collecting Performance Data TIP For information on individual data summarization types, see "Event Data Summarization Types (page 92)

Collecting Performance Data Chapter 3 Use this data summarization type: To: Scheduled Shift Start and End or Summarization Criteria Change Summariz

Chapter 3 Collecting Performance Data 4. In the left pane of the dialog box, under Custom, click Events. In the right pane of the dialog box, a lis

Collecting Performance Data Chapter 3 Select a data point: 1. Under Data Point, click Select. The Select Data Point dialog box appears. 2. Under D

Chapter 3 Collecting Performance Data • None Continue with "Configuring the Event Value (page 99)". There are the following types of even

Collecting Performance Data Chapter 3 The following event trigger types are available for system-generated events and user-defined events that are

Chapter 3 Collecting Performance Data Use this event trigger type: To: Monitored Value Monitor any change of a value in the control system. For th

Collecting Performance Data Chapter 3 There are the following event trigger types available for manual events: Event trigger type Description Manual