T08 SyTech, Inc. Automate Regulatory and Compliance Reports

Transcription

1 T08 SyTech, Inc. Automate Regulatory and Compliance Reports Peter Kaprielian CTO November, 2017 PUBLIC 2017 Automation Fair Event #AutoFair17 Copyright 2017 Rockwell Automation, Inc. All Rights Reserved. 1

2 XLReporter The Next Generation of Reports, Forms and Dashboards for Process Automation The Next Generation of Reports, Forms and Dashboards for Process Automation

3 About SyTech Founded in 1994 Headquartered in Massachusetts USA Produce award winning reporting software, XLReporter Rockwell Automation Business Relationship Encompass partner since 2001 Work with distributers, over 40 active companies Installed worldwide Industries Served Water and Wastewater Energy Management Pharmaceutical Automotive Oil and Gas SyTech People Served and why End Users implement without experts System Integrators broad range of data connectors OEMs low cost, high value

4 Experience Dedicated to providing reporting software Broad understanding of industry requirements Agility Rapid Adoption of technology changes Receptive to user requirements Why SyTech Reputation US based trained support engineers Provide support beyond our product Endorsed by thousands of Customers/Integrators

5 Overview of XLReporter Why is it Industrial Excel Discussion On Various Applications Thermal Uniformity Survey Clean/Steam In Place Water Treatment Statistical Process Analysis Q & A In This Session

6 Built for Industrial Automation Award winning o Small footprint o XLReporter Is Industrial Excel Two-time winner of Control Engineering Award Use on existing hardware and OS Flexible o Report from real time, historical and relational or all Design with Excel Utilize your existing skills and templates On-line community ready to assist o Over 1B users of Excel or 1 in 7 people! Report without Excel Reliable and fast reporting engine o XLReporter uses an open Microsoft standard Use Existing Data Live data from the process File based data such as CSV, XML Historians and Data Logs Databases such as SQL Server

7 Industrial Excel Technolgy DDE (requires Excel) Dynamic Data Exchange Excel pulls data from a DDE Server such as RSLinx 1987 OLE (requires Excel) Object Linking and Embedding which became COM (Component Object Model) Access to all features such as charts and formats Worksheet from blank (no Excel) XLS format is published (1125 pages). Good luck! Open XML (no Excel) Gave rise to the extensions xlsx, docx Open XML SDK 2.5 Does not rely on Excel installed Read/write to office Excel documents directly, modify existing sheets Industrial Excel is born! mid

8 Rockwell Automation

9 Rockwell Automation Connectors FactoryTalk Gateway, RSLinx RSView Data Logs PanelView Plus (DataStore Plus) FactoryTalk View ME (DataStore Plus) FactoryTalk View SE Data Logs FactoryTalk View SE Alarms FactoryTalk Historian (classic) FactoryTalk Historian SE filter FactoryTalk Alarms and Events scale

10 Team Clients Controls XLReporter Flexibility Data Reporting Operations & Management PLCs HMI / SCADA Automatic Workbooks Worksheets Encrypted PDF Web Pages XLReporter / FTP Historian and Databases Operator Terminals On Demand Data Logger XLReporter Database Data Entry / Analytics

11 Thermal Uniformity Survey (TUS) Data Provider : FactoryTalk Gateway RSLinx

12 What is TUS Mandatory part of AMS2750E pyrometry compliance. The report content and format are well defined in the specification Applications Used in a variety of industries, such as Aerospace, Food Processing, Tooling and Heat Treating. Compliance Requirement Data collection for at least 30 minutes Stability Over a Range of Temperatures o Threshold Limit for the Furnace Class XLReporter for TUS

13 Dynamic Reporting Period TUS Identifier in the Report Name SL_9221_20Sep2016.xlsx Data Direct from PLC Short term data collection Separate blocks for each setpoint Conditional Formatting Temperature Limits Uniformity Status e.g., PASS Alarms and Operator Changes TUS Report

14 Thermal Uniformity Survey Watch Video

15 Clean In Place (CIP) Data Providers : FactoryTalk Gateway FactoryTalk View SE FactoryTalk Historian SE

16 What is CIP A method of cleaning the interior surfaces of pipes, vessels, process equipment, filters and associated fittings, without disassembly Applications Used in a variety of industries, such as Food, Beverage, Bio-Tech, and Pharmaceutical Food and Beverage can spend 20% of a day cleaning Reporting Objectives FDA Compliance and Traceability Reduce Downtime Improve the CIP Processes o o Reduce Water and Chemical Usage Reduce Energy Usage XLReporter for CIP

17 Dynamic Reporting Period Bookmark start/end of Process CIP Identifier in the Report Name V12-34 Fermenter_19Jan2017.xlsx Dynamic Sequences Read from PLC Dynamic Labels Extension to standard Excel Facilities Vary in Size Data directly from the PLC Data from historian/data logs Alarms and Operator Changes Operator Comments Even to the active report! CIP/SIP Report waste

18 CIP/SIP Watch Video

19 Water Treatment Data Provider : Database for Manual Data FactoryTalk Gateway FactoryTalk View SE Logs FactoryTalk Historian SE

20 Target Audience Treatment Facilities vary in Size o Different reporting needs People vary in Skills o Match the solution to the person Data Sources PLC data, Historian, Database Regulatory and Operational Reports MOR, SWTR o Across States, same data, different format Production and Alarms XLReporter for Water Colorado Connecticut Metrics Standard o Daily Minimum of Cl2 Vertical o Daily Peak Flow Rate (CT Determination) same Texas

21 Regulatory State Report Water Treatment Reports Operational Report Annual summary, monthly sheets, daily totals

22 Publish On Time End of Shift End of Month Publish to VantagePoint Publish On Event Pump Stopped alarm Hyperlink To VantagePoint Objects Trends

23 Wastewater Treatment Data Provider : Database for Manual Data FactoryTalk Gateway FactoryTalk View SE Logs FactoryTalk Historian SE

24 XLReporter for Wastewater Target Audience Treatment Facilities vary in Size o Different reporting needs People vary in Skills o Match the solution to the person Data Sources Manual Data Entry PLC data, Historian, Database Regulatory and Operational Reports DMR, MOR o Across States, same data, different format Production and Alarms Metrics and Standards Summary o Geometric Mean ( ) Less than Detectable o <0.5

25 Manual Data Wastewater Treatment Reports Regulatory State Report

26 Water Treatment Watch Video

27 Statistical Process Analysis Data Provider : PanelView Plus Logs FactoryTalk View SE Logs FactoryTalk Historian SE

28 PanelView Plus, FactoryTalk View ME Collect Data on Device Configure DataStore Plus Create Data Log files o Periodically or on event Consolidate the Data Logs Transfer by FTP to central folder Automatically maintain a Tag list Design a Template Data logs treated as a single entity Use Tag browser Process Packing consolidate in separate folders XLReporter Process Packing Enable Web Portal View reports on PanelView Plus Implement on a Micro PC No external PC and Monitor view web pages on PVP Schedule Reports workbooks, PDF and web pages, locally and across the network

29 On-Demand Library Template Custom Parameters Start/End Time Interval Include Nelson Rules Multi-User Save/Print/ Statistical Process Analysis

30 Statistical Process Analysis Watch Video

31 Workflow Connect Design Produce Distribute

32 Connectivity Over 70 connectors and growing. o No Usage Limits Industry and Business Standards o OPC DA. UA, HDA, ODBC, OLE DB Metrics from Historians/Data Logs Standard Calculations o Minimum, Maximum and Average Industry Specific Calculations o o o How many times did the pumps cycle How efficiently is equipment utilized What are the top 5 occurring alarms Scaling and Filtering Support for compressed data Connect Database Management Tools to create database tables and columns Metrics from time-series tables Industry calculations

33 Design Use Existing Templates No Limits to Templates or Tags Regulatory State Reports o MOR, SWTR Design Custom Templates Template Library out-of-the-box o Reports in Minutes, guaranteed! Template Studio built into Excel o Use standard charts, format and formula Over 50 Management Functions Worksheet, Presentation Analysis Logic Import, Export Project Explorer

34 Powerful Scheduler Run as a service or the desktop Use to automate tasks Schedule tasks on Time o End of each shift Schedule tasks on Event o Cycle End Schedule Tasks Produce reports o o o Workbooks Encrypted PDF Web pages Distribute reports Archive reports o Compress, Move, Delete Run third party scripts Produce Alarm dashboard

35 Secure Viewers Launch from HMI/SCADA Allow managed edits e.g., comments Web Portal Open from any browser. No Access Limits , FTP, Printer Mobile, , Text Message o o Dynamic/Compressed attachments Live values in content Distribute On-Demand Reports Dashboards Access Local or across the Network Web Portal Mobile Devices (update periodically)

36 Report Gallery

37 Water Facility Dashboard

38 Wastewater Annual Summary

39 Energy Management

40 Production Summary Annual summary, monthly sheets, daily totals

41 Alarm Analysis Dashboard

42 Value placed in report at the measured location Manufacturing

43 Customers Water Treatment. Treatment Facility produces drinking water Daily, Monthly and Yearly Flow and Chemical additions reports. Monthly turbidity report to the State of Massachusetts HVAC. Facility in New Orleans, LA, produce cooled water for air conditioning systems in downtown New Orleans. Daily and monthly utilization reports used for billing Pharmaceutical. Company produces systems in the pharmaceutical industry Trend and alarm batch reports to encrypted PDF Manufacturing. Manufacturer in Providence, RI produce high quality crystal products Shift and daily production reports

44 Awards and Testimonials XLReporter is a two-time winner of Control Engineering Choice Award The automation interface provided by SyTech enables Excel to be used in more niche markets that require automated and unattended operation. This is an example of how Microsoft Office applications can solve critical business problems for our customers and deliver great benefits from creative partners like SyTech. Microsoft Corp.

45 Information and Download Booth #2201 Web Phone (9XLR)

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