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FactoryTalk Metrics User Guide
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Chapter 7
Advance
d Report
ing Topi
cs
252
Rock
well Automat
ion Publicatio
n PLTMT
-
UM001M
-
EN
-P-
June
2014
1
2
...
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USER GUIDE
1
Table of Contents
3
Chapter 4
5
Chapter 7
7
Customizing RSBizWare Charts
7
Chapter 1
9
Features and Benefits
10
Intended Audience
10
Where Can I Go for Help?
12
Get Web Support
12
Get Phone Support
13
Get Consulting Services
13
Contact Us
13
Getting Started
15
Importing Sample Data to
16
Getting Started Chapter 2
17
Using the Information
18
Services Manager in the
18
Configuration Console
18
Getting Started with the
19
The Plant Model
20
Configuring the Plant Model
21
Chapter 2 Getting Started
22
Loading Sample Activity
23
Collecting Performance Data
25
OEE Rating
27
Fault Metrics Ratings
28
Mean Time Between Failure
28
Mean Time To Repair
29
Configuring Activity Area
29
Schedules
29
Time Patterns
29
Configuring Time Patterns
30
8 Hours
32
Shift A
32
Configuring Work Day Time
34
Patterns
34
Configuring Work Week Time
36
Composites and Schedule
38
Exceptions
38
Configuring Composites and
39
Schedule Exceptions
39
New Year’s Day
40
Configuring OEE Performance
41
RSBizWare administrator
42
Configuring Data Collection
44
Configuring Cycle Time
44
Lookup List (page 47)"
46
Configuring a Part ID/Cycle
47
Time Lookup List
47
Configuring the Default
48
Cycle Time for Total Parts
48
Configuring Ideal Cycle
48
Time Values for Individual
48
Part Ids
48
Managing Part Id
49
Configurations
49
Importing Cycle Time
49
Values for Individual Part
49
Configuring Part Id
50
Configuring Summarization
52
Criteria
52
Configuring Part Count
55
Configuring Part Count Using
58
Configuring Part Count Usin
59
Scheduled Basis
59
Configuring a Formula
60
Availability
63
Configuring Scheduled
65
Creating Shift Description
71
Lookup Lists
71
Event Lookup Value CSV
72
Configuring Monitored
73
Configuring Running State
78
Generating Performance
81
Parameter Events
81
Viewing Performance
81
Parameter Events for an
81
Activity Area
81
System-generated Events
83
Manual Events
88
The Recycle Bin
89
Configuring User-defined
90
Configuring the Event Data
90
Summary
90
Event Data Summarization
92
Events (page 97)"
94
Event Trigger Types
96
Event Trigger Types for
96
-generated and
97
Configuring the Event Value
99
Event Value Types
101
This event value type
103
Using the Expression Editor
104
Logical and Mathematical
104
Operations
104
Processing Functions
105
Time Format and
105
Data Point Functions
106
Item Description
107
OPC Server
108
QualityOf()
108
Advanced Functions
109
Creating Event Value Reason
109
Code Lookup Lists
109
Configuring the Machine
111
State / Faults
111
Configuring the Reporting
113
Advanced Properties
115
Scheduled Part Count
115
Collection Parameters
115
System-generated Event
116
Data Summarization
116
Availability Interpretation
117
Options
117
Performance Data Trending
118
Machine States
118
Machine States at the Sample
120
Enterprise
120
Undefined machine state
121
Prioritizing Machine States
122
Configuring Machine States
123
Mapping Machine States to
125
User-defined Events
125
Running Versus Downtime
128
User-defined Downtime
129
Machine State
130
Reviewing the Status of
131
Performance Parameters
131
Start Data Collection
133
Stop Data Collection
134
Manual Data Collection
134
Automated Configuration
139
UDT Tags and FactoryTalk
140
Metrics Performance
140
Parameters
140
Metrics:
141
Setting up Communication
143
Between a ControlLogix
143
Controller and FactoryTalk
143
Metrics
143
Configuring RSLinx
144
FactoryTalkApp
145
FactoryTalkArea1
146
Filler, and then
146
Importing the FactoryTalk
148
Metrics UDT to the
148
ControlLogix Controller
148
Creating Tags Based on the
150
FactoryTalk Metrics UDT
150
Metrics Configuration Tool
151
Step 1. Select the
155
Configuration Type and
155
Load Workcell Data
155
Step 2. Define a FactoryTalk
157
Transaction Manager
157
Configuration
157
FTTMconfiguration
158
PackML UDT Configuration
160
FTM UDT Configuration Items
161
Step 3. Register the
162
FactoryTalk Transaction
162
Manager Configuration for
162
Data Collection
162
Step 4. Import Lookup Lists
164
Step 5. Define a FactoryTalk
166
Metrics Configuration
166
Guidelines for Modifying
168
Imported Performance
168
Chapter 5
171
Insert Text, Pictures, and
172
Hyperlinks
172
Save the Report
174
Move the Report and Set
175
Report Permissions
175
Add a Saved Report Object to
177
Adjust the Time Range For a
180
Time-based Report Object
180
Configure the Report Object
182
To Use Global Credentials
182
Create a New Chart
185
Step 1: Plan the Chart
186
Step 2: Select the Data On
187
Which To Report
187
Step 3: Choose a Chart Type
187
Step 4: Describe the Data
187
Step 5: Select Summary or
188
Charted
189
Step 8: Filter the Data
190
Into the Report
193
Step 3: Group the Records
195
Step 4: Sort the Records
196
Step 5: Format the Table
197
Step 6: Name the Report
199
Step 7: Filter the Data
199
Create an OEE Box Chart
200
Step 1: Add a Chart to the
200
Step 4: Create a Filter
203
Step 6: Preview Your OEE Box
207
Create a FactoryTalk Metrics
207
Detail Chart
207
Export the Report to HTML
210
Load the Report From File
211
Chapter 6
213
Working With the
214
Component Parts of a Chart
214
Resizing a Component
215
Moving a Component
215
Deleting a Component
215
Changing Chart Component
216
Properties
216
Working With Chart “Pens”
216
Customizing Text Report
217
Objects
217
Show and Hide Columns
217
Resize Table Columns
218
Aggregate, Group, Format
218
Sort, Chart, and Rename
218
Columns
218
Aggregate
220
Quick Filter
221
To create a quick filter:
222
Advanced Reporting Topics
223
Scheduling Report Objects
227
Schedule a Report Object
228
Schedule a Report
231
View the History of the
235
Scheduled Task
235
Analyzing Non-RSBizWare
236
Create an External Data
236
Report Data Sources
237
Source Wizard
237
User-derived Fields
241
Create Detailed Derived
243
User.OEEQWorkCell.dRunSec/60
245
Create Summary Derived
247
Configuring Reports
250
Chapter 8
253
Performance Parameter
254
Event State Icons
254
Icon State Definition
255
Object Permissions
257
Filter permissions
258
Report permissions
258
Report data source
259
Report object permissions
259
Event History
263
Machine State Data
264
Rockwell Automation Support
272
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