copyright © 2007 osisoft, inc. all rights reserved. ad-hoc reporting using the rtreports web part...

Copyright © 2007 OSIsoft, Inc. All rights reserved.

Ad-Hoc Reporting Using The RtReports Web PartAd-Hoc Reporting Using The RtReports Web Part

Tamara CarbaughRtReports Product ManagerOSIsoft, Inc.

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Agenda

Introduction to RtReportsReport ParametersRtReports Report List web partProduct DemonstrationProduct Differentiators

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Industry Challenges

Companies have many reporting requirements Manufacturing, quality, environmental, etc

Data must be pulled together from many sources: Multiple PI Servers External relational databases Web services

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Regulated Manufacturers Face More Challenges

Compliance is a corporate imperativeCorporations must be profitable and accountableCompanies today may have to comply with

multiple regulations or requirements EPA Title V FDA 21 CFR Part 11 Sarbanes Oxley NERC 1300 HACCP Visibility and a single version of the truth

are required to demonstrate compliance

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RtReports

An enterprise, web-based reporting application Report configuration, not programming

A comprehensive reporting tool Specify format, content, versioning and management

Provides flexible report templates Time frame, Batches, Analysis Framework cases

Integrates internal and external data sources Supports compliant reporting needs

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The PI System

Windows Server 2003Visual Studio.NET

Advanced Computing Engine (ACE)

RtReports

PI Analytics

Windows Server 2003SQL Server 2005

ProcessBook

DataLink

RtPortal iViews

Client: Windows XP / VistaMicrosoft Office 2003 /2007

Server: Windows Server 2003Windows SharePoint Services – or –

SAP Enterprise Portal 6

ActiveView

RtReports Clients

Real-Time Interfaces

Analysis Framework Module Database

PI Archive

RtAlerts

Data Access

The Server The Analytics The Visuals

MCN HealthMonitor

BatchView

Smart Clients

Thin ClientsSigmafine

RtWebParts

RLINK

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RtReports Components

PI Server RtReports Editor

`RtReports Server RtReports Generator

RtReports Report List Web Part

Thin Client IE 6.0

RDB, Web Services

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Active Directory Domain

8Copyright © 2006 OSIsoft, Inc. Company Confidential. All rights reserved.

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RtReports 3.x ArchitectureRtReports 3.x Architecture

PI Server Module

Database

Analysis Framework

TrustedConnections

RtBaseline RtPortal

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Internet Explorer

Smart Client RtReports Editors

Thin Client RtReports Generator

RtBaselineServices*

Transactional, Web service, and other data

RtAnalytics

RtReports Server

Windows Server 2003

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Recent Product Enhancements

RtReports 3.0 Not just for batches anymore

Supports time based (shift, daily, etc. reports)

Supports AF case based reports Use of RtBaseLine Services to access external data

Relational databases

Web services Compliance and Standard Edition available

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Recent Product Enhancements

RtReports 3.1 (HA PR-1 Release) Supports the High Availability PI Server collective Failover events will be detected and the appropriate

action taken

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Current Development Effort

Version 3.0 addressed some important requests Version 3.1 addressed PI HA release Going forward, customers asked for:

Web Part for report viewing More flexible user interface Ability to pass parameters (module / element relative reports)

OSIsoft started to “eat our own dogfood” Using RtReports in the NOC Monitor VBC with RtReports

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RtReports 3.2

RtReports Report List Web PartPI Analysis and Notification Support

RtReports link in PI Notifications

Analysis Framework Support Time Report Templates Batch Report Templates

Report Parameter Enhancements Report viewer

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RtReports Report List Web Part

Single click report generation Seamless integration with RtWebParts

Implicit RtTimeRange Connection Ad-hoc reporting and asset relative reporting Secure

Windows Integrated Authentication Can receive data for report filtering criteria

Server specification Report parameter population

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Report List Web Part

Single click report generationSingle click report generation

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Report Parameters

Continued Enhancement of Report Parameters Supported in all Report Templates (Time, Case, Batch) Ability to change report parameters and regenerate

report added to the Report Viewer

Simple ad-hoc reporting:

Specify parameter values and regenerate!

Simple ad-hoc reporting:

Specify parameter values and regenerate!

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Enhanced Analysis Framework Support

Time and Batch Report Templates will support: Element templates Element attributes

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PI Analysis and Notification Support

Provide a URL Link to a Report

View the report with a single click.

View the report with a single click.

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DemonstrationFeaturing:

- RtReports Report List Web Part- Report Parameters

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Differentiators

Report Template VersioningFlexible context meta-dataExtensible data retrieval callsLibrary of processing rules and formatting

rules allow for rapid report generationCompliance Edition Workflow

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Report Template Versioning

Unparalleled report template change management capabilities

Report template version is associated with a specific context for the life of that context

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Flexible content meta-data

No other reporting solution gives you the ability to configure a hierarchical context structure

Map and monitor your business process Which Batch processing steps should be included in the report Which Time ranges, Assets and attributes should be included in the report Which Cases, Assets, and attributes should be included in the report

Retrieve specific, actionable data based on the context of your business process

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Extensible data retrieval calls

Built in Result Definitions Trend Summary Calculations Recorded and Interpolated Values Exact Time Values Calculations (Execute a PI-PE Equation) RtBaseLine Data Sets Call a ACE Calculation through

an RtBLS web service data set Analysis Framework data references

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Conditional Reporting

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Report Template

Action and Style Sheet Libraries

Report standardization is promoted through A library of pre-defined actions (business rules) A library of style sheets (formatting rules)

Action 789Action aaaAction 123Action xyzAction abc

Style Sheet xyzStyle Sheet xyzStyle Sheet xyzStyle Sheet xyzStyle Sheet xyz

Modular Report Building Is Achieved Through A Standard Library of Business and Formatting Rules

Business Rules

Formatting Rules

PI Data

External Data

Report

+

OR

AND/OR =

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BenefitsFaster report building

Configuration, not programming Standard library of objects Report parameters promote modular design

Less maintenance Integration with OSIsoft web parts

Single source reporting (PI, RDB, web services)

Empowered employees (Better data means better decisions)

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Learn More

Visit us in the demo room Thursday 1 – 5 PM Liana Peysakhovich and Enrico Paolino

RtReports Customer Presentation Nate Anderson, Protein Design Labs BioPharma

copyright © 2007 osisoft, inc. all rights reserved. ad-hoc reporting using the rtreports web part...

Documents

rtreports web

web services slide

compliance slide

pi system windows server

sql server

windows sharepoint services

external data sources

challenges compliance