Metrics Line Edition USER S GUIDE

Transcription

1 METLN-UM001A-EN-E 5/8/07 9:34 AM Page 1 Metrics Line Edition USER S GUIDE PUBLICATION METLE-UM001A-EN-E May 2007

2 Contact Rockwell Customer Support Telephone Online Support Copyright Notice Trademark Notices 2007 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details. Allen-Bradley, Arena, ControlLogix, Datapac, Emonitor, Emonitor Odyssey, Enlab, Enlube, Enpac, Enshare, Entek, Entrx, Enwatch, eprocedure, FactoryTalk, MotorMonitor, PlantLink, PLC-2, PLC-3, PLC-5, Rockwell Automation, Rockwell Software, RSLinx, RSView, the Rockwell Software logo, SIMAN, RSTune, VersaView, and XM are registered trademarks of Rockwell Automation, Inc. Other Trademarks Warranty The following logos and products are trademarks of Rockwell Automation, Inc.: RSBizWare, the RSBizWare logo, RSBizWare Batch, FactoryTalk Batch, RSBizWare BatchCampaign, RSBizWare BatchHistorian, FactoryTalk Historian for Batch, RSBizWare Historian, FactoryTalk Historian Classic, RSBizWare MaterialTrack, RSBizWare Scheduler, FactoryTalk Scheduler, and RSLoop Optimizer RSMACC, FactoryTalk AssetCentre, ProcessLogix, RSLogix, PhaseManager, RSLogix Emulate, RSLogix Guard, RSOPC Gateway, FactoryTalk Gateway, FactoryTalk Shop Operations Server, and FactoryTalk ProductionCentre Advanced Interface (A.I.) Series, A.I. Series, AdvanceDDE, ControlView, Data Highway Plus, DH+, RSView, FactoryTalk View, RSView Studio, FactoryTalk View Studio, MobileView, PanelBuilder, PanelView, RSView Machine Edition, RSView ME Station, RSView32, RSView32 Resource Kit, and WINtelligent FactoryTalk Activation, FactoryTalk Administration Console, FactoryTalk Alarms and Events, FactoryTalk Automation Platform, FactoryTalk Services Platform, FactoryTalk Audit, FactoryTalk Data Model, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, FactoryTalk Messenger, RSAssetSecurity, FactoryTalk Security, RSBizWare PlantMetrics, FactoryTalk Metrics, RSSql, FactoryTalk Transaction Manager, FactoryTalk Integrator EE, FactoryTalk Portal, and FactoryTalk Unified Plant Model Intelligent Advisory, GuardLogix, GuardPLC, MicroLogix, PanelView, RSLinx Classic, RSLinx Enterprise, RSNetWorx, RSNetWorx for ControlNet, RSNetWorx for DeviceNet, RSNetWorx for EtherNet, RSNetWorx for EtherNet/IP, SLC 5, SLC 500, and SoftLogix Propack Data, Propack Data PMX CTM, Propack Data PMX Dispense RDM, Propack Data PMX EBR RDM, Propack Data PMX Equipment CTM, Propack Data PMX Equipment Management CTM, Propack Data PMX Equipment Management MES, Propack Data PMX Formulation RDM, Propack Data PMX MES, Propack Data PMX Plan RDM, Propack Data PMX RDM, Propack Data PMX Warehouse RDM, and Propack Data VISION Analytical Datamart, Application Solutions, CAPA,Complaint Handling, Dashboard Administrator, Datamart Administrator, ECO Manager, Enterprise Administrator, ICAPA, Integrate, Knowledge Administrator, Knowledge Datamart, Manufacturing Dashboard, Operational Data Store, ODS, Plant Operations, Process Designer, Quality Assurance, RMA Management and Repair, Shop Operations, and Supplier Management ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA). Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation. OLE for Process Control (OPC) is a registered trademark of the OPC Foundation. Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged. This product is warranted in accordance with the product license. The product s performance may be affected by system configuration, the application being performed, operator control, maintenance and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product s implementation may vary among users. ii

3 This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product. Version: (CPR 7) Modified: June 27, :01 am iii

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5 Contents 1 Welcome to FactoryTalk Metrics Line Edition 1 What is FactoryTalk Metrics Line Edition? Benefits of FactoryTalk Metrics Line Edition Intended audience FactoryTalk Metrics Line Edition administrator FactoryTalk Metrics Line Edition user Where can I go for help? Reference the RSBizWare Administrator s Guide Reference the online help Get phone support Get Web support Get on-site support Get consulting services Contact us Getting Started 5 Connecting to FactoryTalk Metrics Line Edition Overview Viewing Reports Administration functions Understanding the FactoryTalk Metrics Line Edition architecture Using FactoryTalk Metrics LE 11 Accessing FactoryTalk Metrics LE Navigating Report Expert Viewing FactoryTalk Metrics LE items Using the Explorer area Using the Parameter area Using the Parameter Set controls Using the Date / Time / Shift box Using the Grouping box Using the Sorting box Using the Plant Model box Using the Filtering box Using the TOP N box Using the Terminology box i

6 FACTORYTALK METRICS LINE EDITION USER S GUIDE Viewing and Using reports Navigating a report Exporting a report Printing a report Administering FactoryTalk Metrics LE 29 Configuring security for FactoryTalk Metrics LE Setting up security Disabling security Loading FactoryTalk Metrics LE data into the RSBizWare database Accessing FactoryTalk Metrics LE and the Report Expert Administration area Managing the Explorer Area Add an item to the tree Modify an item in the tree Delete an item from the tree Managing the Quick Web Feature Managing Report Subscriptions Adding a Report Subscription Modifying a Report Subscription Deleting a Report Subscription Managing Parameter Sets Adding a Parameter Set Modifying a Parameter Set Deleting a Parameter Set Managing the Terminologies Feature Create a new domain terminology Add terms to selected terminology Edit terms Copy terminology to another culture Delete terminology Delete copied (in another culture) version of domain terminology Init terminology every report Managing the Line Order Feature Standard Reports 47 FactoryTalk Metrics Line Edition Standard Reports Report field descriptions Event Detail report Event Summary report Performance report Production report ii

7 CONTENTS Quality report Root Cause Analysis report Throughput report Uptime report Raw data Calculations Performance Report Production Report Quality Report Throughput Report Uptime Report FactoryTalk Metrics Line Edition Reports 57 Dashboard Folder OEE Summary Report OEE Details Report Line Efficiency Report Availability Report Change Over Report States Top Down Time Top Event Top Root Cause Analysis Performance Report Capacity Report Quality Report Index 71 iii

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9 1 Welcome to FactoryTalk Metrics Line Edition What is FactoryTalk Metrics Line Edition? FactoryTalk Metrics Line Edition is a prepackaged performance management (Overall Equipment Effectiveness - OEE) application that is targeted at reducing the total cost and effort associated with deploying a performance management application within a manufacturing facility. The FactoryTalk Metrics Line Edition package includes the following software components: FactoryTalk Metrics, for performance and event data collection FactoryTalk Metrics Production Client, for configuration Report Expert, for reporting and visualization FactoryTalk Metrics LE is shipped with pre-configured components (workcell definition, performance and event data collection scheme, and reports). Plant personnel can modify or extend the standard configuration to address the needs of their solution by leveraging the configuration wizards provided in the FactoryTalk Metrics Production Client application. FactoryTalk Metrics Line Edition captures, analyzes, and displays key performance metrics associated with production lines, machines and workcells. Reports have been configured and grouped in a fashion that facilitates the analysis process. Plant personnel are able to extensively analyze availability, throughput and quality losses through an intuitive web based reporting interface. Benefits of FactoryTalk Metrics Line Edition FactoryTalk Metrics LE provides the following benefits: Improved Throughput: The standard reports enable production management to view actual production versus rated capacity. Other reports provide information to determine if lost production was from equipment that was being run at a reduced rate or equipment downtime. Reduced Downtime: The reporting interface allows the operator to drill down into the causes of downtime and identify the root cause of equipment breakdown or actual time taken for changeover/setup. Lowered Operating Costs: The reports give production management the ability to compare the amount of labor used on the production lines and the quantity of scrap generated. By drilling into the data, they can determine how to optimize production to lower operating costs. 1

10 FACTORYTALK METRICS LINE EDITION USER S GUIDE Increased Line Efficiency: The Overall Equipment Effectiveness (OEE) of individual pieces of equipment and of the overall line can be viewed with the standard reports. Production management can use the information to focus improvement efforts on less efficient equipment. Better Performance Reporting: FactoryTalk Metrics LE has many dynamic preconfigured reports that allow a user to immediately start receiving value from the system. The reports are web-based and can be viewed from any computer on the network. Reports are limited only by the number of users licensed to be logged in at any given time. They are built with drill down capability that allows production management to monitor current performance and view the underlying data to identify causes of inefficiencies. Standards Compliance: The FactoryTalk Metrics LE data structure conforms to the S95 standards. This data format, in a FactoryTalk enabled environment, enables the solution to present the data for viewing in multiple formats to meet the demands of different individuals within the facility (i.e. production, engineering, maintenance, and quality). Intended audience The FactoryTalk Metrics Line Edition User s Guide is designed to help you understand how to configure, access, use, and maintain FactoryTalk Metrics LE. This document is intended for the following types of users: FactoryTalk Metrics Line Edition administrator This is the individual who maintains FactoryTalk Metrics LE after it is installed and configured for use. This individual should be familiar with: Microsoft Windows operating systems Microsoft Internet Explorer Microsoft SQL Server 2005 (including Microsoft Reporting Services) FactoryTalk Metrics Line Edition user This is the individual who makes use of the reports provided by FactoryTalk Metrics LE to perform their job. This individual should be familiar with: Microsoft Windows operating systems Microsoft Internet Explorer 2

11 1 WELCOME TO FACTORYTALK METRICS LINE EDITION Where can I go for help? Our commitment to your success starts with the suite of learning aids and assistance we provide with FactoryTalk Metrics LE. Consult the following resources for additional information about this product: Reference the RSBizWare Administrator s Guide This document is designed to help the RSBizWare administrator install and configure the software and to understand the components that make up the RSBizWare suite of products. The first chapter of the guide provides an overview of the software components that make up the RSBizWare suite and describes the architecture on which they are built. The remaining chapters describe the installation steps and available options when deploying the RSBizWare software. A printed copy of the RSBizWare Administrator s Guide is distributed in the box with the RSBizWare software and an electronic copy of the guide is available from the RSBizWare software installation CD-ROM. Reference the online help You will be able to use the Report Expert online help as well as the FactoryTalk Metrics/RSBizWare Plant Metrics online help for related information. Get phone support Rockwell Automation s support team of outstanding professionals provides top-notch technical support monitoring and tracking your experience with our products to pave the road to your success in understanding and improving your factory performance. Rockwell Automation provides full support for the FactoryTalk Metrics LE product. Questions concerning installation and the use of the software are handled by the Rockwell Automation Customer Support Center, staffed Monday through Friday except U.S. holidays from 8 AM to 5 PM Eastern time zone for calls originating within the U.S. and Canada. To reach the Customer Support Center, call and follow the prompts. For calls originating outside the U.S./Canada, locate the number in your country by visiting support.rockwellautomation.com and selecting the Phone/On-site link. A list will be presented from which you can locate the number to call in your country. WHEN YOU CALL When you call, you should be at your computer and prepared to give the following information: 3

12 FACTORYTALK METRICS LINE EDITION USER S GUIDE The product serial number and version number, which can be found in the client software by selecting Help > About FactoryTalk Metrics Line Edition The type of hardware you are using The exact wording of any errors or messages that appeared on your screen A description of what happened and what you were doing when the problem occurred A description of how you attempted to solve the problem Get Web support In addition to phone support, the Rockwell Automation Customer Support Center offers extensive online knowledgebases of tech notes and frequently asked questions for support of non-urgent issues. These databases are updated daily by our support specialists. To receive regular messages with links to the latest tech notes, software updates, and firmware updates for the products that are of interest to you or to submit an online support request, visit support.rockwellautomation.com and select the Online link. Get on-site support Rockwell Automation field support engineers are located around the globe to provide assistance with special projects, unexpected problems, or emergency situations on-site. Field support engineers are available for dispatch 24x7x365 and can arrive at many locations the same day. To learn more about this and other support services, visit the Customer Support Web site at support.rockwellautomation.com. Get consulting services Rockwell Automation provides expert consulting and turnkey implementation of FactoryTalk Metrics LE. Please contact your local representative for more information. Contact us We strive to help all of our customers become successful in their manufacturing improvement efforts. Toward this objective, we invite you to contact your local representative or Rockwell Automation at any time that we may be of service to you. 4

13 2 Getting Started This chapter discusses the basics of using the Report Expert interface to FactoryTalk Metrics Line Edition and explains the architecture of the product. Connecting to FactoryTalk Metrics Line Edition Report Expert is the interface to FactoryTalk Metrics LE and is used to configure and view FactoryTalk Metrics LE reports. From the Report Expert home page, you can view the FactoryTalk Metrics LE reports available from the Explorer area or the Parameter area. Administrators can view reports, manage parameter sets, administer the Explorer area, and schedule reports for future delivery. To access Report Expert, open Internet Explorer, enter the address for the Report Expert Web Site (server machine name, slash, reportexpert ; for example, in the browser s Address field, and press the Enter key. 5

14 FACTORYTALK METRICS LINE EDITION USER S GUIDE Overview The home page contains three basic areas; the Report Viewer area on the right side of the screen, the Toolbar at the top of the screen, and the Explorer or Parameter area along the left side of the screen. The home page includes the Welcome text and links to the Administration functions, the Report Expert Help file, and this User s Guide. The Administration button on the toolbar will also take you to the Administration functions area. Viewing Reports You have two ways to display reports from the Report Viewer: the Explorer area and the Parameter area. USING THE EXPLORER AREA From the Explorer area, you can select a report item from the tree (click its name) and it is automatically displayed in the display area. To access the Explorer area at any time, click the Explorer button in the Report Expert toolbar. 6

15 2 GETTING STARTED USING THE PARAMETER AREA From the Parameter area, you can manage parameter sets and associate reports with parameter sets prior to displaying the report. To access the Parameter area, click the Parameters button in the Report Expert toolbar. To display reports from the Parameter area, you select a report from the Select Report list, select a parameter set from the Select Parameter Set list, and click the View Report link. The report appears in the main display area. To manage parameter sets from the Parameter area, you use the Edit Parameter Set Name field and the New, Delete, Save, and Cancel buttons. (This editing functionality is available to Administrators only.) For complete instructions on using the Parameters area, see Using the Parameter area on page 13 Administration functions The Administration area of Report Expert enables administrators to do the following: Manage the Explorer area Manage the Quick Web feature 7

16 FACTORYTALK METRICS LINE EDITION USER S GUIDE Manage Report Subscriptions Manage Parameter sets Manage the Terminologies feature Manage the Line Order feature For complete instructions on using the Administration area, see Administering FactoryTalk Metrics LE on page 29. To access the Administration area, click the Administration button in the Report Expert toolbar or click the Administration link on the Report Expert home page. 8

17 2 GETTING STARTED Understanding the FactoryTalk Metrics Line Edition architecture The following diagram provides a high-level architecture of FactoryTalk Metrics Line Edition and its major components: The FactoryTalk Metrics Line Edition architecture is a scalable, multi-tiered, distributed architecture consisting of a data collection sub-system, an Oracle or SQL Server database repository, the Information Services Manager, and clients. Rockwell Automation s FactoryTalk Transaction Manager is the embedded engine that collects data from the control system(s) and the Metrics Server Manager logs it to the predefined database repository. 9

18 FACTORYTALK METRICS LINE EDITION USER S GUIDE There are several types of clients, including the Configuration Console and the Web-based report client. Users can author reports via Microsoft Visual Studio or Microsoft Reporting Services Report Builder. The FactoryTalk Metrics Line Edition architecture can be configured to run on a single computer, or it can be distributed across multiple computers. In the simplest case, the Configuration Console, the Information Services Manager, the Metrics Server Manager, the FactoryTalk Transaction Manager data collection engine, and the database run on a single computer. In a distributed setting, these components may reside on separate computers. Clients connect to the server using TCP/IP, so they can be deployed over a LAN, WAN, intranet, or the Internet. The scalability of the FactoryTalk Metrics Line Edition architecture allows many clients to connect to a single server. 10

19 3 Using FactoryTalk Metrics LE Report Expert is the reporting interface for FactoryTalk Metrics LE and is used to configure and view FactoryTalk Metrics LE reports. From the Report Expert home page, you can view the FactoryTalk Metrics LE reports available from the Explorer area or the Parameter area. This chapter discusses how to navigate FactoryTalk Metrics LE and how to use Report Viewer to display reports and navigate the contents of those reports. Accessing FactoryTalk Metrics LE To access Report Expert, open Internet Explorer, enter the address for the Report Expert Web Site (server machine name, slash, reportexpert ; for example, in the browser s Address field, and press the Enter key. Navigating Report Expert Use the tool bar at the top of Report Expert to navigate to different areas of the product and control what is displayed. The following table describes how to get to different parts of Report Expert by using the buttons in the toolbar. Table 4-1. Navigation buttons Button Home Administration Explorer Parameters Heading Destination Click the Home button to display the Report Expert home page. Click the Administration button to navigate to the administrative functions. This displays a multi-tabbed page that provides access to the Report Explorer, QuickWeb, Subscriptions, Parameter Sets, Terminologies, and Line Order tabs. Click the Explorer button to display or hide the Explorer area. Click the Parameters button to display or hide the Parameter area. Click the Heading button to display or hide the heading bar at the top of Report Expert. The heading bar indicates your current location within Report Expert. 11

20 FACTORYTALK METRICS LINE EDITION USER S GUIDE Table 4-1. Navigation buttons Button Status Info Help Destination Click the Status button to display or hide the status bar at the bottom of Report Expert. The status bar shows tool tips and messages as you work within Report Expert. Click the Info button to display a new browser window containing a list of the various components (and their version) numbers being used by Report Expert. Click the Help button to display the help for Report Expert. Viewing FactoryTalk Metrics LE items FactoryTalk Metrics LE is shipped with pre-configured components (workcell definition, performance and event data collection scheme, and reports). You can modify or extend the standard configuration to address the needs of your application. FactoryTalk Metrics Line Edition captures, analyzes, and displays key performance metrics associated with production lines, machines and workcells. Reports have been configured and grouped in a fashion that facilitates the analysis process. The resulting reports may be saved to the tree in the Explorer area for repeated use or can be a single-use instance of a standard report. Using the Explorer area Reports can be saved and sorted on the tree in the Explorer area by administrators. You can use this tree to browse the reports that have been saved. When you click on a report in the tree, the report is displayed in the display area. When you click on URL in the tree, the contents of that URL is displayed in the display area. When you click on a folder in the tree, the folder is opened (to expose its content) or closed. 12

21 3 Using FactoryTalk Metrics LE Using the Parameter area Access the Parameter area by clicking the Parameter button in the toolbar. From the Parameter area, you can do one of two things: Display a report using an existing parameter set Display a report using an existing parameter set that you temporarily customize DISPLAYING A REPORT WITH AN EXISTING PARAMETER SET The Parameter area enables you to select a report and select a saved parameter set, which filters the report using the properties of the parameter set. To display the report in the display area, click the View Report link located in the upper right corner of the parameter window. 13

22 FACTORYTALK METRICS LINE EDITION USER S GUIDE DISPLAYING A REPORT WITH A TEMPORARILY CUSTOMIZED PARAMETER SET If you want to display a report using a temporarily customized parameter set, do the following: 1. Select the type of report you want to view from the Select Report list. 2. Select a parameter set that is the closest to the temporary parameter set that you want to use. 3. In the Date / Time / Shift box, define how you want to filter the data based on time. For more information on using this box, see Using the Date / Time / Shift box on page In the Grouping box, define how you want to group and organize the information in the report. For more information on using this box, see Using the Grouping box on page In the Sorting box, define how you want the grouped information sorted. For more information on using this box, see Using the Sorting box on page In the Plant Model box, specify the activity areas for which you want information to be displayed in the report. For more information on using this box, see Using the Plant Model box on page

23 3 Using FactoryTalk Metrics LE 7. In the Filtering box, define how you want to further filter the information in the report. For more information on using this box, see Using the Filtering box on page In the TOP N box, define the data limit of a report to for the top (or bottom) number (N) of occurences of a field you specify. For more information on using this box, see Using the TOP N box on page In the Terminology box, select different domain terminology sets for your report parameter sets. For more information on using this box, see Using the Terminology box on page Click the View Report link. CREATING A REPORT WITH A NEW PARAMETER SET If you have Administrator privileges you can create new parameter sets in the Report Expert Administration section under the Parameter Sets tab. Administrator privileges also allow you to create a new parameter set in the client view Parameter area. Use the New button to define a new parameter set name in the Edit Parameter Set Name field. Select the desired parameters from each of the parameter boxes, and click Save when done. The new parameter set can applied to one of the standard reports to create a new report. Using the Parameter Set controls To properly define a parameter set, you must understand how each of the Parameter Set controls is used. The subsections that follow describe each of these controls. Using the Date / Time / Shift box The Date/Time/Shift box enables you to specify or change the date/time and shift properties associated with a parameter set. When applied to a report, these properties are used to filter out data that is not associated with the specified dates/times and shifts. 15

24 FACTORYTALK METRICS LINE EDITION USER S GUIDE SELECTING DATE/TIME There are six different ways to specify the values of the date/time properties; to select one, click the appropriate button and then enter any additional information. Table 4-2. Date/Time buttons Button (All Time) (Specify Time Range with Start and End Dates) (Specify Time Span Ending Now) Description When this button is clicked, you specify that you do not want to filter out any information based on the date and time when the data was recorded in the database. When this button is clicked, you specify that you want to view all information that was recorded between a specified start and end date and time. You must specify a time interval: The Start and End date fields must specify a date with the following format: MM/DD/YYYY, where leading 0's in the month and day are optional (for example 4/1/2007). The following shortcut keys are available to quickly enter a date: [t] to enter today's date, [up arrow] for tomorrow's date, [down arrow] for yesterday's date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. The Start and End time fields must specify a time with the following format: hh:mm:ss [AM or PM], where leading 0's in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly enter a date: Ctrl + [n] to enter the current time, [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. When this button is clicked, you specify that you want to view all information that was recorded during a specified time interval (in the past) through the current date and time. You must specify a time interval. The first Past field must specify a number and the second Past field must contain a time value (Seconds, Minutes, and so on). Together, these two fields specify the length of the time interval. 16

25 3 Using FactoryTalk Metrics LE Table 4-2. Date/Time buttons Button (Specify Time Span Ending on Date) Description When this button is clicked, you specify that you want to view all information that was recorded during a specified time interval (in the past) through a specified end date and time. You must specify a time interval and an end date/time: The Past field must specify a number and the Past list must contain a time value (Seconds, Minutes, and so on). Together, these two fields specify the length of the time interval. The End date field must specify a date with the following format: MM/DD/YYYY, where leading 0's in the month and day are optional (for example 4/1/2007). The following shortcut keys are available to quickly enter a date: [t] to enter today's date, [up arrow] for tomorrow's date, [down arrow] for yesterday's date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. The End time field must specify a time with the following format: hh:mm:ss [AM or PM], where leading 0's in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly enter a date: Ctrl + [n] to enter the current time, [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. 17

26 FACTORYTALK METRICS LINE EDITION USER S GUIDE Table 4-2. Date/Time buttons Button (Specify Time Span Starting on Start Date) (Specify Named Date Range) Description When this button is clicked, you specify that you want to view all information that was recorded during a specified time interval (in the past) from a specified start date and time. You must specify a time interval and a start date/time: The Next field must specify a number and the Next list must contain a time value (Seconds, Minutes, and so on). Together, these two fields specify the length of the time interval. The Start date field must specify a date with the following format: MM/DD/YYYY, where leading 0's in the month and day are optional (for example 4/1/2007). The following shortcut keys are available to quickly enter a date: [t] to enter today's date, [up arrow] for tomorrow's date, [down arrow] for yesterday's date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. The Start time field must specify a time with the following format: hh:mm:ss [AM or PM], where leading 0's in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly enter a date: Ctrl + [n] to enter the current time, [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. When this button is clicked, you specify that you want to view all information that was recorded during a specified named date range. You must specify a named date range (Today, Yesterday, Last Week, and so on). SELECTING SHIFT You must specify a shift by selecting one of the following from the Shift list: A specific shift. Selecting one of these values will cause the corresponding report to return all data associated with the selected shift. If you do not collect shift-stamped data or you use time patterns for one or more of your workcells, the corresponding data will not be returned for each such workcell. Current Shift. Selecting this value will cause the corresponding report to return all data associated with the currently running shift. If you do not collect shift-stamped data, you use time patterns for one or more of your workcells, or one or more workcells is outside of the current shift, the corresponding data will not be returned for each such workcell. 18

27 3 Using FactoryTalk Metrics LE All. Data is returned for all workcells. Using the Grouping box The Grouping box enables you to create one or more grouping filters that specify how the information in a report will be combined and physically arranged. When you create a grouping filter, you must specify the field that will be used to group the information and you must specify the grouping type. There are three grouping types: Row, Column, and Page. The maximum number of fields/groups available are: 5 grouping fields 3 row groups 2 column groups 1 page group The Event Detail report is an exception. It supports a maximum of 1 page group, 5 row groups, and 0 column groups. Data aggregation for each grouping is done sequentially (1 through 5). When groupings are in the parameter set, aggregations are done for: 1. 0 groupings (grand totals) 2. Grouping 1 3. Grouping 1, 2 4. Grouping 1, 2, Etc. An aggregation is not done for grouping 1, 3, or just grouping 3. This is not a concern until you mix row and column groupings. When there is a mix, you can expand group 3 before you expand group 2 for example. A typical example might be grouping by WorkCell, Shift, Part, for the Performance report. This would let you see OEE for everything, OEE for each workcell, OEE for each shift for each workcell, and OEE for each part within each shift for each workcell. It would not let you see OEE for each part for each workcell. To do that, the order of the grouping would have to be WorkCell, Part, Shift. 19

28 FACTORYTALK METRICS LINE EDITION USER S GUIDE SELECTING THE GROUPING FIELD The grouping field is used by FactoryTalk Metrics LE to organize and label the information in a report. For example, if you selected Workcell as a grouping field and you have Bend, Cut, Finish, Machine, and Weld workcells, your report will contain rows, columns, or pages (subsections) labeled with those workcell names and containing data associated with those workcells. There is a maximum of 5 grouping fields. SELECTING THE GROUPING TYPE The grouping type is used by FactoryTalk Metrics LE to specify the general layout of the information in a report. There are three grouping types: row, column, and page. Row grouping type When you specify the row grouping type, the grouped information is organized in rows. For example, if you group a Performance report by workcell and select a group type of row, the information in your report will look something like this: There is a maximum of 3 row groups. Column grouping type When you specify the column grouping type, the grouped information is organized in columns. For example, if you group a Performance report by workcell and select a group type of column, the information in your report will look something like this: 20

29 3 Using FactoryTalk Metrics LE There is a maximum of 2 column groups. Page grouping type When you specify the page grouping type, the grouped information is organized in subsections. For example, if you group a Performance report by workcell and select a group type of column, the information in your report will look something like this: There is a maximum of 1 page group. SELECTING THE GROUPING EXPANSION TYPE The Grouping expansion type is used to specify whether the grouped data will be initially displayed fully expanded or collapsed. To specify expanded, click the plus icon button (+) to the right of the grouping type list so that the plus turns into a minus (-). 21

30 FACTORYTALK METRICS LINE EDITION USER S GUIDE To specify collapsed, accept the default plus icon button. For example, if you group a Performance report by workcell, select a group type of row, and specify expanded the information in your report will initially look something like this: DELETING A GROUPING Click the (Delete Grouping) button to remove an existing grouping. Using the Sorting box The Sorting box enables you create one or more sort orders that specify how the information in a report will be sorted. When you create a sort order, you must specify the field that will be used to sort the information and you must specify a sort method. There are two methods of sorting: Ascending and Descending. SELECTING THE SORT FIELD The sort field is used by FactoryTalk Metrics LE to sort the information in a report. For example, if you selected Workcell as a sorting field, your report will be sorted by workcell. 22

31 3 Using FactoryTalk Metrics LE Note: If you sort-by a field that is not displayed on the report, you will not notice changes caused by the sorting field unless you group-by the sorting field. For example, in case of a Performance Report, the following fields are displayed on the report: Uptime %, Throughput %, Quality %, and OEE %. If you sort the report on the field Workcell, you will not notice any sorting related changes in the data displayed on the report. The workaround is to group-by the Workcell field (in addition to using the field in sort-by). SELECTING THE SORT METHOD The sort method specifies the order of the information within each grouping in a report. There are two sort methods: Ascending Sort: When you specify the Ascending sort method, the information is sorted within each grouping alphabetically, from A to Z or numerically, from lowest to highest. Descending Sort: When you specify the Descending sort method, the information is sorted within each grouping alphabetically, from Z to A or numerically, from highest to lowest. DELETING A SORT Click the (Delete Sort) button to remove an existing sort. Using the Plant Model box The Plant Model box enables you to specify the activity areas of a plant for which a report will display data. The Plant Model box displays the plant model defined in the Plant Model dialog, which is accessed from the Configuration Console in RSBizWare. To associate one or more activity areas with a parameter set, select the check boxes for those activity areas. For example, if you wanted to associate the Bend and Cut workcells with a parameter set, you would select their check boxes as shown below: 23

32 FACTORYTALK METRICS LINE EDITION USER S GUIDE If you wanted to see information on all of the workcells in the preceding example, you would either check each workcell check box (Cut, Bend, Finish, Machine, and Weld) or the Main Line check box (selecting a parent checkbox automatically causes all child checkboxes to be implicitly selected). If you do not want to sort data based on a plant area, you would uncheck all boxes in the Plant Model area. Using the Filtering box The Filtering box enables you create one or more filters that will limit the information displayed in the report. When applied to a report, the field and value pairs that you create are used to filter out data that is not associated with the specified field and value pairs. For example, if you select Parts as the filtering field and you specify P3463ZX as the field value, your report will contain information for that part only. SELECTING THE FILTERING FIELD AND VALUE The filter field and value are used by FactoryTalk Metrics LE to limit the information returned to a report. The field you select will dictate how the value is to be entered some 24

33 3 Using FactoryTalk Metrics LE fields allow you to type any value in the box, while other fields require selection from a possible list of values. The condition for all field and value pairs is "equals." If more than one filter is specified, the filter items are joined by a logical AND. DELETING A FILTER Click the (Delete Filter) button to remove an existing filter. Using the TOP N box Using the Top N functionality, you can enable a parameter set to limit the data of a report to the top (or bottom) N (number) of occurrences of a field you specify. When enabled, you must specify the field to limit and its desired maximum number of occurrences. The sorting will determine what the top or bottom N occurrences are of the limiting field. When Top N is enabled, the top N rows of a dataset grouped only by the top N field and sorted by the top N field called using, will determine the top N occurrences of the top N field. Top will give the largest occurrences of the top N field while bottom will give the smallest occurrences. N can be a number between 1 and 20. Example: Let s say you wanted an Event Summary report. The Parameter set was selected to be by Work Cell, and the Grouping was set to Event Reason Code. The Top N parameter box was set to Top, 3, of field Event Reason Code, using Event Count. When querying for the dataset, each workcell could have a large number of reason codes. They could also have some reason codes in their own top 3, but not part of the overall top 3 for all workcells in the query. The Top N feature will first determine the top 3 reason codes for all workcells in this example. Once those top 3 reason codes are determined, the query or queries used to 25

34 FACTORYTALK METRICS LINE EDITION USER S GUIDE generate the report will include a filter to limit the data to these 3 reason codes across the entire report. Using the Terminology box The terminology box in the parameter set toolbar enables you to apply different domain terminology sets to your report's parameter sets. For example, if you have two domain terminology sets available, you can apply both sets to your report's parameter set. Thus, viewing your report using two different domain terminology sets. To view, select a Report from the drop-down, select a Parameter Set from the drop-down, and then select a Terminology Set from the drop-down. For information on administering the Terminology feature, see Manage the Terminologies feature on page 34. Viewing and Using reports There are two ways for you to view a report; use the Explorer area and select a report from the tree of available reports, or use the Parameter area and select a set of parameters and view the report using those specific selections. When a report is displayed in the main display area of FactoryTalk Metrics LE, it contains standard tools for navigating the report, exporting the report to external files, and printing the report. An example of a report is shown below. 26

35 3 Using FactoryTalk Metrics LE Navigating a report There are several tools to help you navigate a report and view its content. Table 4-2. Navigation buttons To... Use the... Navigate the pages of a report Buttons on the page navigator to navigate to the first page, previous page, next page, and last page or use the page text field to go directly to a specified page. Zoom in or zoom out the report. Zoom list to specify the zoom percentage at which to view 27

36 FACTORYTALK METRICS LINE EDITION USER S GUIDE Table 4-2. Navigation buttons To... Use the... Find specific text in a report View or hide detailed information associated with summary report lines Refresh the content of the currently displayed report. Search text field and the Find and Next buttons to search for one or more instances of a specific text string. Plus and minus signs next to report lines to expand and collapse the summary report lines. Refresh button. Exporting a report To export a report to a file: 1. Select the format of the file to which you want to export the report from the Select a format list and click Export. The following formats are available: XML file with report data CSV (comma delimited) TIFF file Acrobat (PDF) file Web archive Excel file 2. On the File Download dialog, click Save. 3. On the Save As dialog, specify a name and folder location for the file and click Save. Printing a report To print a FactoryTalk Metrics LE report: 1. Click (the print button) in the report toolbar. On the Print dialog, select a printer and click Print. 28

37 4 Administering FactoryTalk Metrics LE This chapter describes how to administer and maintain FactoryTalk Metrics LE so that it will best serve your specific needs. Only administrators can perform the functions described in this chapter. Configuring security for FactoryTalk Metrics LE There are two types of user roles in FactoryTalk Metrics LE: Users, who have access only to the Report Viewer areas of FactoryTalk Metrics LE. Administrators, who have access to all areas of FactoryTalk Metrics LE including the Administration area. FactoryTalk Metrics LE makes use of Windows integrated security to enable you to identify a user as either a user or an administrator. If you don t require that functionality, you can disable security in FactoryTalk Metrics LE. Note: The instructions in this section assume that the FactoryTalk Metrics LE Web Site and all of the FactoryTalk Metrics LE Clients are contained within a single domain. In addition, this section assumes that the security administrator is familiar with Windows security. Setting up security To set up security for FactoryTalk Metrics LE, perform the following steps on the FactoryTalk Metrics LE Web Site: 1. Create a new local group to contain all of your FactoryTalk Metrics LE administrators by using the Computer Management application contained in the Windows Administrative Tools program group. For example, you could create a group named host\rptexpadmins. Note: By default the existing host\administrators group is the administrator s group. 2. For each administrator, add the administrator s Windows domain user name to the group created in Step 1 by using the Computer Management application contained in the Windows Administrative Tools program group. 3. Using an ASCII editor such as Notepad, edit the following lines contained in the Web.config file in the FactoryTalk Metrics LE installation directory ( <install_dir>\website\web.config ) and replace the word Administrators with the name of the group you created in Step 1: <add key="reportexpertadmingroup" value="administrators"/>... 29

38 FACTORYTALK METRICS LINE EDITION USER S GUIDE <allow roles="administrators"/> For example: <add key="reportexpertadmingroup" value="rptexpadmins"/>... <allow roles="rptexpadmins"/> Disabling security To disable security for FactoryTalk Metrics LE and allow any user full administrator access, do the following on the FactoryTalk Metrics LE Web Site: Remove or comment out the ReportExpertAdminGroup add key. <add key="reportexpertadmingroup" value="administrators"/>... <allow roles="administrators"/> For example you can comment it out by using a <!-- before and a --> after the add key line: <!-- <add key="reportexpertadmingroup" value="rptexpadmins"/> --> Loading FactoryTalk Metrics LE data into the RSBizWare database Prior to using FactoryTalk Metrics LE, you must load data required by FactoryTalk Metrics LE into the RSBizWare database by doing the following: 1. Using the Windows ODBC Data Source Administrator dialog, create a data source name (DSN) for the RSBizWare database on the server containing the FactoryTalk Metrics LE Web Site. If RSBizWare is already installed and configured on the server containing the FactoryTalk Metrics LE Web Site, the DSN to the RSBizWare database will already exist. For more information on creating a DSN, see the RSBizWare Administrator s Guide. 2. Load the FactoryTalk Metrics LE data into the RSBizWare database by running the RSBizWare Database Load and Update Wizard from the Windows Start menu by selecting Programs > Rockwell Software > FactoryTalk Tools> Database Wizard. On the RSBizWare Product and Database Connection panel, select the DSN that you created in the preceding step and connect to it by supplying the user and password for the 30

39 4 Administering FactoryTalk Metrics LE DSN. Then, select the FactoryTalk Metrics LE checkbox in the Available Product Modules list and click Finish to load the data. 3. Click Close after the data load completes. Database Wizard screens: 31

40 FACTORYTALK METRICS LINE EDITION USER S GUIDE 32

41 4 Administering FactoryTalk Metrics LE Accessing FactoryTalk Metrics LE and the Report Expert Administration area Report Expert is the reporting interface for FactoryTalk Metrics LE. To access Report Expert, open Internet Explorer, enter the address for the Report Expert Web Site (server machine name, slash, reportexpert ; for example, rsirockwell/reportexpert) in the browser s Address field, and press the Enter key. To access the Administration area containing the functional areas described in this chapter, do either of the following: Click the Administration button in the Report Expert toolbar Click the Administration link on the Report Expert home page. The Administration area is shown below: 33

42 FACTORYTALK METRICS LINE EDITION USER S GUIDE The Administration area of Report Expert enables administrators to do the following: Manage the Explorer area Manage the Quick Web feature Manage Report Subscriptions Manage Parameter sets Manage the Terminologies feature Manage the Line Order feature Each of these functions is described in this chapter. Managing the Explorer Area The Report Explorer tab enables you to add, modify, and delete Report Expert items (FactoryTalk Metrics LE reports, Microsoft Reporting Services folders, URLs, and folders) that are the components of the tree in the Explorer area. From this dialog, you can also preview reports and URLs in a separate Internet Explorer session. As in other standard trees, the items that make up the report tree are arranged in a hierarchy that users can navigate to access standard and site-specific reports and URLs. 34

43 4 Administering FactoryTalk Metrics LE Add an item to the tree To add an item to the tree in the Explorer area: 1. Select the tree item under which you want your new item to appear and click the New button. (Note: the right mouse button menu can also be used to add new items. Items may also be rearranged in the tree by dragging and dropping an item). 2. Enter the desired item title in the Tree Item Title field. 3. Enter text to describe the item in the Description (Tooltip) field. This is the text that appears as a tool tip in the status bar when a user hovers the mouse pointer over the tree item title when in the Explorer view. 4. Select the type of item you want to add from the Tree Item Type drop down list. The available items are: Folder: A folder that you can use to hold reports, URLs, or other folders. Report Expert Report: If you select this option, then two additional fields appear; the Report Expert Report drop down list, from which you must select one of the 8 standard reports, and the Parameter Set drop down list, from which you must select one of the saved parameters sets that you want to apply to the selected report. 35

44 FACTORYTALK METRICS LINE EDITION USER S GUIDE URL: Adding a URL to the tree allows your users to link to another Web page from Report Expert. Enter the path to the Web page in the URL text box (which is only available if URL is selected as the Tree Item Type). Reporting Services Folder: A Reporting Services Folder provides a convenient link to a folder in Microsoft Reporting Services, containing custom reports. Use the Reporting Services Folder text box to enter the name of the folder. 5. From the Tree Image drop down list, select the image that you want displayed to the left of the name of your new item in the tree. 6. Select a Terminology option from the Terminology drop down list. Refer to the Managing the Terminologies Feature on page 26 for more information. 7. Click the Save button to save the tree items. 8. Click the Sync IIS with New Terminology button on the Terminology tab to apply changes to the report. Note: You can apply Terminology sets to your reports from the Parameter Set tab as well. However, the terminology sets applied here in the Report Tree tab take precedence over sets applied via the Parameters Set tab. 9. Click Preview to view the new report or URL in a separate Internet Explorer session. 10. Click Save to save your selections or click Cancel to ignore them. Modify an item in the tree To modify an existing item in the tree: 1. Select the item that you want to modify from the tree on the left side of the Report Explorer tab. 2. Make any desired changes to the tree item as described in steps 2 though 6 in the preceding section. 3. Click Preview to view the new report or URL in a separate Internet Explorer session. 4. Click Save to save your selections or click Cancel to ignore them. Delete an item from the tree To delete an item from the Explorer tree: 1. Select the item that you want to delete from the tree. 2. Click the Delete button. You will be prompted to confirm your deletion. Note: you can also select Delete from the right mouse button menu. 36

45 4 Administering FactoryTalk Metrics LE Managing the Quick Web Feature The QuickWeb is a special Web page, hosted by the Information Services Manager, that gives you access to reports stored on the Information Services Manager. The QuickWeb tab enables you to include a QuickWeb page in the tree of the Explorer area. When added, QuickWeb will appear as separate tab in the Explorer area. To include the QuickWeb on the Report Expert client page: 1. Select the QuickWeb checkbox. 2. Enter the name of the Information Services Manager host. 3. Enter the HTTP port number used by the Information Services Manager computer. 4. Click Save to save your changes. Managing Report Subscriptions The Subscriptions tab of the Administration area provides a way for you to schedule reports to be created and delivered in an unattended manner. For example, you can create a subscription that s the previous day s production report every week day in PDF format to your shop floor supervisors. 37

46 FACTORYTALK METRICS LINE EDITION USER S GUIDE Adding a Report Subscription To add a new report subscription: 1. From the Report list, select the report that you want to run on a scheduled interval. 2. Select the Parameter Set that will provide the filtering criteria for this subscription. 3. Select a delivery method from the Delivery list. 4. From the Schedule list, select the shared schedule that will define how often the subscription runs. 5. Click New to create a new subscription record. The new record will be added to the list at the bottom of the page; however, until you modify the record, it will not be saved as a subscription. Modifying a Report Subscription To modify a report subscription: 1. Click the Edit link in the Edit Command column for the subscription to which you want to make changes. 2. Enter the following information: For subscriptions using the delivery method: Description A meaningful description of the report. To (required) The address to which the report will be sent. 38

47 4 Administering FactoryTalk Metrics LE CC The address to which a Carbon Copy of the report will be sent. BCC The address to which a Blind Carbon Copy of the report will be sent. Subject (required) The text that will appear in the subject line of the message Render Format (required) The name of the rendering extension to use to generate the rendered report. This value is required if Include Report is set to true. Valid values are XML, CSV, Image, PDF, Excel, HTML 4.0, HTML 3.2, MHTML. Reply To The address that will appear in the Reply To header of the message. The value must be a single address. Comment The text that will be included in the body of the message. Priority The priority with which the is sent. Valid values are Normal, Low, and High. The default value is Normal. Include Report (required) This value indicates whether to include the report in the delivery. A value of true indicates that the report is included in the body of the message. Include Link (required) This value indicates whether to include a link to the report in the body of the . A value of true indicates that a link to the report is included in the body of the message. For subscriptions using the FileShare delivery method: Description A meaningful description of the report. File (required) The name of the file that is saved to disk. Path (required) The UNC file share path to which to save the report. Extension (required) Indicates whether to include a file extension for the rendered report. The value is either true or false. UserName (required) The username required to access the network resource or disk. Password (required) The password required to access the network resource or disk. Write Mode (required) The write mode to use when accessing the disk. Valid values are None, Overwrite and AutoIncrement. 39

48 FACTORYTALK METRICS LINE EDITION USER S GUIDE Render Format (required) The name of the rendering extension to use to generate the rendered report. Valid values are XML, CSV, Image, PDF, Excel, HTML 4.0, HTML 3.2, MHTML. 3. Click the Update link in the Edit Command column to save your changes. The subscription will run at the next occurrence of the specified schedule. 4. Click Save to write the changes to the database. The subscription will run at the next occurrence of the specified schedule. Note: If you close your browser before clicking Save, the changes are lost. Deleting a Report Subscription To delete an existing report subscription: 1. Click the Delete link in the Edit Command column for the subscription you want to delete. You will be prompted to confirm the deletion. 2. Click Save to write the changes to the database. Note: If you close your browser before clicking Save, the changes are lost. Managing Parameter Sets The Parameter Sets tab enables you to add, modify, and delete the parameter sets that serve as the filtering criteria required to execute FactoryTalk Metrics LE reports. 40

49 4 Administering FactoryTalk Metrics LE Adding a Parameter Set To add a new parameter set, do the following: 1. Click New and enter a name for the parameter set in the Parameter Set Name field. The name you entered in the Parameter Set Name field will appear in the Select Parameter Set field. 2. In the Date / Time / Shift box, define how you want to filter the data based on time. For more information on using this box, see Using the Date / Time / Shift box on page In the Grouping box, define how you want to group and organize the information in the report. For more information on using this box, see Using the Grouping box on page In the Sorting box, define how you want the grouped information sorted. For more information on using this box, see Using the Sorting box on page In the Plant Model box, specify the activity areas for which you want information to be displayed in the report. For more information on using this box, see Using the Plant Model box on page In the Filtering box, define how you want to further filter the information in the report. For more information on using this box, see Using the Filtering box on page

50 FACTORYTALK METRICS LINE EDITION USER S GUIDE 7. In the TOP N box, define the data limit of a report to for the top (or bottom) number (N) of occurences of a field you specify. For more information, see Using the TOP N box on page In the Terminology box, select different domain terminology sets for your report parameter sets. For more information, see Using the Terminology box on page 26. Note: The terminology sets applied in the Report Explorer tab take precedence over terminology sets applied via the Parameters Set tab. 9. Click Save to save the new parameter set. Modifying a Parameter Set To modify an existing parameter set: 1. Select the existing parameter set from the Select Parameter Set list. 2. Make the changes you want in the various parameter set boxes, described in Using the Parameter Set controls on page Click Save to save the modified parameter set. Deleting a Parameter Set To delete an existing parameter set: 1. Select the parameter set from the Select Parameter Set list. 2. Click Delete to delete the selected parameter set. Managing the Terminologies Feature The Terminology dialog enables you to create terminology for your specific domain, copy terminology to other cultures (languages), and edit terminology appropriate to the context of your domain. For example, if you have an Electronics plant, you can use this dialog box to create a domain terminology specific to your plant, add terms to your domain terminology from Report Expert's default terminology database, copy your domain terminology into other languages, and edit or translate terms as appropriate to your domain and culture (language). The default culture (language) in Report Expert is English (United States). Note: The functions described in this section can only be performed by Administrators. 42

51 4 Administering FactoryTalk Metrics LE Create a new domain terminology In the Create a New Terminology box, enter the new name, and then click the Create Terminology button. Add terms to selected terminology 1. In the Add terms to selected Terminology box, select a domain terminology from the Terminology drop-down. 2. In the Terminology Editor box on the left, select the terms you want to add. Use the checkbox to the left of each term. 3. Click the numbered links at the bottom of the page to scroll through all available terms. 4. Once you have selected all the terms, click the Add Terms button in the right pane. The terms will be added, and all terms displayed in the terminology editor. 5. Click the Sync IIS with new Terminology button below the editor. Note: If you are adding terms to a domain terminology that has versions in other cultures (languages), they will be added to all versions of that domain terminology. Once added, you must edit or translate the terms as appropriate to your domain and culture (language). 43

52 FACTORYTALK METRICS LINE EDITION USER S GUIDE Edit terms 1. Select a domain terminology from the Terminology drop-down underneath the Terminology Editor title on the Terminology Editor box on the left. The terms from that domain terminology will be displayed in the Terminology Editor. 2. To edit a term, click the Edit link in the row for the term. This will open an edit box containing the current value of the term. 3. Edit the term as appropriate to the culture and domain, and click Update. 4. If you don't want to make changes, click Cancel to cancel the edit. 5. Click Delete to remove a term from the domain terminology. Note: You can not delete terms from the default terminology database. You can only delete terms from your domain terminology database. 6. To view all of the terms in the terminology, use the numbered links shown at the bottom of the editor. 7. Click the Sync IIS with new Terminology button below the editor. Copy terminology to another culture 1. Select a domain terminology from the Terminology drop-down underneath the Terminology Editor title in the Terminology Editor box. 2. In the Copy Terminology to a different Culture box, select a language from the Culture drop-down, and click the Copy Terminology button. This will copy all terms of that domain terminology to the culture you selected. 3. Once copied, you must edit or translate terms as appropriate to that culture (language). Delete terminology 1. Select a domain terminology from the Terminology drop-down underneath the Terminology Editor title in the Terminology Editor box. 2. Click Delete Terminology to delete the selected domain terminology. Deleting a domain terminology also deletes all translated versions of it in other cultures. For example, if you had a copy of your domain terminology in Chinese, deleting will remove the Chinese version as well. Delete copied (in another culture) version of domain terminology 1. Select a domain terminology from the Terminology drop-down underneath the Terminology Editor title. 44

53 4 Administering FactoryTalk Metrics LE 2. Select a culture from the Culture drop-down underneath the Terminology drop-down. 3. Click Delete Culture to remove that version of your domain terminology. Init terminology every report This checkbox will set the Reporting Expert software to reload/refresh Terminology on a continuing basis. Use this option when you want your reports to quickly reflect the changes in Terminology or other settings. Otherwise, turn it off (de-select the checkbox) to conserve database resources. Managing the Line Order Feature The Line Order feature allows you to specify the order of work cells within a specific line. Note: The functions described in this section can only be performed by Administrators. Select a Line from the Line drop down box. The Line Order field will then display all of the workcells in that line. The first workcell is displayed at the top. To re-order the line, select a workcell and use the Shift Up or Shift Down buttons to move the workcell to the new desired position. Click Save when done. 45