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Using Dream Report with InduSoft Web Studio Tutorial Manual

November 2012


"Experience is not a matter of having actually swum the Hellespont, or danced with the

dervishes, or slept in a doss-house. It is a matter of sensibility and intuition, of seeing, and

hearing the significant thing, of paying attention at the right moments, of understanding and

coordinating. Experience is not what happens to a man; it is what a man does with what

happens to him.”

-- Aldous Huxley


Table of Contents

Introduction ............................................................................................................................................................... 5

About this Guide ........................................................................................................................................................... 5

Customer Support ......................................................................................................................................................... 6

Licensing ........................................................................................................................................................................ 6

Prerequisites .............................................................................................................................................................. 7

InduSoft Web Studio ..................................................................................................................................................... 8

Microsoft SQL Server 2008 R2 Express or SQL Server 2012 Express and Other External Databases ........................... 8

Dream Report OEM Available from InduSoft ................................................................................................................ 9

Demo Mode Operation ................................................................................................................................................ 9

Overview .................................................................................................................................................................... 10

Preparing your Machine for Dream Report .................................................................................................. 17

Log On as the User, “Administrator” and Setting the UAC for Dream Report. ........................................................... 17

Install IIS ...................................................................................................................................................................... 18

Install a Default Printer ............................................................................................................................................... 18

Install Microsoft Office Components .......................................................................................................................... 18

Install Adobe Reader X or XI ........................................................................................................................................ 19

Install SQL Server 2008 R2 Express or SQL Server 2012 Express ................................................................................ 19

Installation Steps ....................................................................................................................................................... 19

Installation and Configuration of InduSoft Web Studio .............................................................................................. 28

Are you ready to move on? - Time to Check. .............................................................................................................. 36

Dream Report Installation................................................................................................................................... 37

Starting and Configuring Dream Report for Your First Project ............................................................. 41

Basic Project Settings .................................................................................................................................................. 41

Configuring Basic Report Settings ............................................................................................................................... 48

Driver Configuration .................................................................................................................................................. 49

Building Your First Dream Report .................................................................................................................... 61

Working with Charts .................................................................................................................................................... 70

Working with a Statistical Table .................................................................................................................................. 75

Working with Alarm and Events Tables ...................................................................................................................... 77

Creating a Batch Definition and Batch Tables ............................................................................................................. 81

Using Real Time Values and the Logger ...................................................................................................................... 96

The Last Thing to Configure ...................................................................................................................................... 102

Trying out the Pre-Built Demo Report (Without Actually Building it) ............................................. 106

Prerequisites ............................................................................................................................................................. 106

Configure a New SQL Server Database for the Project Logging .............................................................................. 106

Run the InduSoft Project, “PCDemoMod.app” ........................................................................................................ 108


Open an Existing Project in Dream Report on a Different Machine ......................................................................... 109

Configure the Existing Dream Report Project to Use the New Local Database for RT Logging............................... 112

Configuring Existing Project Drivers to Run on a Different Machine than Created ................................................. 120

Check the Objects in the Report ............................................................................................................................... 132

Running your Existing Report .................................................................................................................................... 135

Configuring and Using the Sample Reports ................................................................................................ 140

Prerequisites ............................................................................................................................................................. 140

Configure a New SQL Server Database for the Project Logging .............................................................................. 140

Run the InduSoft Project, “PCDemoMod.app” ........................................................................................................ 143

Open an Existing Project in Dream Report on a Different Machine ......................................................................... 144

Configure the Existing Sample Report Project to Use the New Local Database for RT Logging.............................. 147

Configuring Existing Project Drivers to Run on a Different Machine than Created ................................................. 155

Check the Items in the Report .................................................................................................................................. 167

Set up the Logged Real Time Tags ........................................................................................................................... 170

Using the Runtime Management Console with IWS ................................................................................. 175

How to License Dream Report for Use with InduSoft Web Studio ...................................................... 179


Introduction

InduSoft Web Studio (IWS) comes with the ability to create basic reports in a variety of formats. However, some of

our customers require more than the basic reporting functionality. To answer that need, InduSoft has partnered

with Ocean Data Systems, the creator of Dream Report. Dream Report is a sophisticated report creation and

presentation product, offering the ability to create sophisticated reports, charts, graphs, and other needed

presentation materials and tools in a variety of formats and venues.

About this Guide

This Tutorial Manual is intended to introduce you to the concepts of using Dream Report with InduSoft Web Studio,

and to enable you to quickly create your first reports. This Manual is not intended to answer all questions or train

users in the complete use and operation of Dream Report. The product itself has in-depth help and tutorials

available to assist you in building highly sophisticated reports in a variety of formats that can be printed or viewed

through the Dream Report Portal or on the web, whether on your corporate LAN or by using Internet Access.

Furthermore, training and technical support beyond the scope of this Manual are available through the Ocean Data

Systems, the creator of this product.

The sample reports and demo report project discussed within this Manual are based on the data created within a

modified version of the InduSoft “PCDemo” application called, “PCDemoMod.app” located in the project folder,

“PCDemoBatches_Build 20121031”.

Microsoft SQL Server 2008 R2 Express or 2012 Express is required to be used as the project database with this

modified version of the PCDemo sample project, and for the data logging capability of Dream Report, for the

purposes of this guide. The “PCDemoMod.app” project, the sample Dream Report project including several sample

reports, and the tutorial within this Manual are provided to help you understand how to use, and connect IWS and

Dream Report together; demonstrating the basic functionality within the various types of reports generated using

Dream Report.


Customer Support

This OEM partnered version of Dream Report is licensed to run only with InduSoft Web Studio and contains drivers

that will only connect to the external IWS project database and the associated IWS project tables. InduSoft

Technical Support will be available to help you only with issues discussed within the scope of this Tutorial Manual.

Support for more in-depth technical questions about using the Dream Report product, connecting to other products

and/or databases, or further questions about report building are not covered in this Manual. Further assistance is

available through Ocean Data Systems. Getting assistance for these issues is discussed in more detail in the Help

Documentation provided with the product and on the Ocean Data Systems website: http://www.Dream Report.net.

Email support for the product is available at: contact@Dream Report.net.

Licensing

When first downloaded and installed without a license, Dream Report will run in Demo Mode that will allow you

limited functionality and the ability to create and view reports in limited conditions. The OEM partnered version of

Dream Report is licensed to run only with InduSoft Web Studio. This feature is enabled by the license. You must

contact InduSoft in order to license this software. See “How to License Dream Report for Use with InduSoft Web

Studio” for more information.

http://www.dreamreport.net/

mailto:[email protected]


Prerequisites

This Tutorial Manual assumes that you have a good understanding of, and familiarity with, the InduSoft Web Studio

Development environment, and that you have already developed at least one successful project. In order to use

Dream Report OEM and to follow the examples in this Tutorial Manual, you will need to perform the following

steps as described below. Before beginning, the installation and settings recommendations described herein are for

the purposes of this Tutorial Manual and the project examples as provided. Your final InduSoft Project(s) and Dream

Report Project(s), locations, and settings will likely be different than the examples shown herein.

These are the basic steps to install, configure and run the components needed for this Manual. More details and

information will be given in subsequent sections of this Tutorial Manual about each of these steps:

Log on as the machine user “Administrator”. 1)

Set the UAC to “Don’t Notify”. 2)

Install IIS from Start Control Panel Uninstall or Change a Program. 3)

Install a Default Printer. (Optional) 4)

Install Microsoft Office components. (Optional) 5)

Download and install Adobe Reader X or XI, available at: http://get.adobe.com/reader/ . This is needed to 6)

open and view reports created in .pdf format.

Download and install Microsoft SQL Server Express, available at these URLs: 7)

http://www.microsoft.com/en-us/download/details.aspx?id=23650 for SQL Server 2008 R2 Express

http://www.microsoft.com/en-us/download/details.aspx?id=29062 for SQL Server 2012 Express

Create the project databases, “PCDemoModProject” and “DreamReportLogging”. 8)

Download and install InduSoft Web Studio v7.1. 9)

Open and configure the “PCDemoMod.app” IWS project as described in the subsequent instructions later in 10)

this Manual. This application is the data generator needed in order to view the custom sample reports and

to create your own sample reports later.

Install and configure Dream Report either from the download website or from the Dream Report OEM CD 11)

available from InduSoft.

Create a new, example report as a training exercise or as an alternative, download, install and configure the 12)

pre-built example report application, “IWSTestProject1.drpj” in Dream Report.

Download, install, and configure the Sample Report application, “DR-IWS_SampleReports.drpj” in Dream 13)

Report to use various example reports that demonstrate some of the Dream Report functionality.

http://get.adobe.com/reader/

http://www.microsoft.com/en-us/download/details.aspx?id=23650



Familiarity with SQL Server 2008 R2 Express or 2012 Express, along with having the ability to create/delete

databases and tables, is strongly recommended. More information about how to use these products is available

from Microsoft.

SQL Server 2008 R2 Express is used in this Tutorial Manual for both the external IWS Project database and the

Dream Report Data Logging Database used for storing Real-Time Values generated by IWS. SQL Server 2012

Express has been tested using the procedures outlined in this Tutorial Manual, and it appears to work as expected

using the procedures contained herein. Therefore, SQL Server 2012 Express may be used as a replacement for 2008

R2 Express within the scope of this Tutorial Manual, if desired. Note that these database types are not compatible

with each other at this time without specialized configuration and Client Tools used outside the scope of this

Manual.

Note: Connectivity to your company’s resources and other factors may be affected depending upon the product that

you choose to use for the external database in the projects and procedures described herein.

A background in Transact-SQL programming is not necessary; however some basic familiarity with the language will

be useful to you, along with the ability to perform simple queries inside of SQL Server Studio Manager in order to

check the data within the project tables. Dream Report does have the ability to utilize Transact SQL statements in

order to optimize reports, if this is desired. This particular functionally will not be discussed within the Tutorial

Manual. For more information and in-depth training to unlock the full potential of Dream Report is available by

contacting Ocean Data Systems.

Note: The current version of the Dream Report product can only connect to and create reports from external

InduSoft Web Studio Project Databases. Microsoft SQL Server 2008 R2 Express is the recommended product.

Connectivity to the InduSoft proprietary database for use with Dream Report OEM is not supported at this time.

Additionally, Ocean Data Systems (ODS) recommends using Microsoft SQL Server 2008 R2 Express for the Data

Logger capability when capturing IWS real-time values. More information on this subject is available in the

Dream Report Help Documentation.

InduSoft Web Studio

InduSoft Web Studio v7.1 can be downloaded from the InduSoft website or installed from the product DVD. Version

7.1 can be installed and will co-exist on any machine already hosting InduSoft Web Studio versions 6.1 and 7.0, or it

can be installed on a new development machine. The development machine must meet the minimum product and

operating system requirements for Dream Report and SQL Server.

Microsoft SQL Server 2008 R2 Express or SQL Server 2012 Express and Other External

Databases

SQL Server Express was released by Microsoft as a replacement for the old MSDE. The product is redistributable and

free-of-charge, and it includes several GUI tools for Database Management. Database file sizes up to 10GB are

supported in the product without needing to upgrade to the SQL Server full product.


This database was chosen for the example project within this Manual, however it may be possible to use other

external databases such as MS Access, MySQL 4.0, 5.0, and 5.1, and Oracle 9.1 and 10.0 as described within the

Dream Report Specifications. Use of these databases is outside of the scope of this Tutorial Manual. All of these

databases have their pros and cons, and some of the ODBC or OLEDB drivers and gateways provided by the

manufacturers and installed on your computer may not fully support all Transact-SQL queries or some of the

automation used by InduSoft. Inquiries regarding support and specific uses of any external databases should be

directed to the specific database manufacturer.

Dream Report OEM Available from InduSoft

You can download Dream Report from the InduSoft Website or get the Dream Report Installation CD available from

InduSoft, and it will run in Demo Mode with limited functionality until it is licensed through Ocean Data Systems by

InduSoft, Inc. This software is specifically configured and licensed to be exclusively used only with InduSoft Web

Studio. Further information about purchasing and licensing the Dream Report OEM (InduSoft) product is available

on the Dream Report OEM Web Portal on the InduSoft Website (http://www.indusoft.com). Information about

licensing the full Dream Report product for use with other drivers and platforms is available through Ocean Data

Systems. The license can be upgraded at any time through Ocean Data Systems.

Demo Mode Operation

The Dream Report software will run in “Demo Mode” without a license under the following conditions:

Each Dream Report project can have up to 25 items in it.

The Runtime Engine will operate for 2 hours at a time before a restart (reboot) is required.

Every report page generated by Dream Report will be tattooed at the top stating, “-- This report has been

generated by a demo version of Dream Report. Do not use in production. --”

http://www.indusoft.com/


Overview

This is the way that the various components connect together and interact:

InduSoft Web Studio v7.1 Runtime Project Server

Microsoft SQL Server (2008 R2 or 2012)

Ocean Data SystemsDream Report Studio Historical Trends

Real Time (Logger) Data

Historical Values

Microsoft IIS

Report Output(.pdf, .xls, etc.)

Ocean Data SystemsDream Report Web Portal

Ocean Data SystemsDream Report Runtime Management Console

Compiled Report Output

Report Output

Report Output(Web Page, .pdf, etc.)

Report Output

Report Output


This is the Designer Studio Overview page from the Help Documentation in Dream Report. The Help

Documentation should be used to guide you through the details of Dream Report configurations and design. Any

further assistance and training that is needed beyond this Tutorial Manual is available through Ocean Data

Systems. Getting assistance for these issues is discussed in the Help Documentation and on the Ocean Data Systems

website: http://www.Dream Report.net. Email support for the product is available at: contact@Dream Report.net.

http://www.dreamreport.net/



This is the Report Designer Studio rollup. The Dream Report development environment is laid out similarly to the

InduSoft Web Studio development environment.

The right sidebar contains the

Selectors for the Dynamic Objects

that will be placed into the report.

The left sidebar contains

the Quick Launch Bar.

Menu Tabs change the

context of the tools in

the header.

This is the List of Reports.

This area contains the tree

view of all the Dynamic

Objects in the report.

The footer contains Page

Navigation and Zoom.

This is the Report Designer Studio rollup.


This is the Logger Studio rollup. Two extra items on the end in the Connectivity Tab are activated when this rollup is

open.

This is the List of Data

Items that will be logged.

The Page Navigation and

Zoom are disabled.

This is the Logger Studio rollup.

This area shows the Data

Items being logged and

their Real Time Values.

This section is not configurable

within the InduSoft OEM version

of Dream Report.


These are the Quick Start objects located in the left sidebar and their descriptions.

This selector is used to open the Communication Configuration Wizard. This feature is used to create Defined Historical and Runtime Drivers, and specific Filters for Alarms and Events from the InduSoft Data Sources.

Virtual Report Instances is a module, which enables creation of multiple pre-defined instances of the same report template. Each instance can use the same template but have different project tags. This feature allows users to significantly reduce design time when creating identical reports using different project tags.

Click on the Run Project Command Button either on the Runtime Tab on the Horizontal Toolbar, or on the vertical Quick Launch Bar both in the Dream Report Logger Studio and Dream Report Designer Studio.

If you log data into the Dream Report Internal History and want to change data logging conditions for your project, select "Reload Project" to restart.

If you change anything in the report(s) within a project without changing/stopping data logging, select "Reload Reports" to restart.

This selector opens the “Users and Groups” management configurator. Users and groups can be configured to provide security on the reports created and/or generated.

This selector is used to open the “Batch Definition” configurator used to create batch views within reports


These are the Dynamic Objects in the right sidebar of the Report Designer Studio rollup and their descriptions.

These objects do not appear in the Logging Studio rollup.

This selector is used to create and display a Single Data Object

from Trended Tags within the IWS project.

This selector is used to create and display a Compound Data Object built or calculated from Data Items that are defined within the report

This selector opens the Expression Data Object Definition configurator. This object is used to communicate to/from tags in the IWS project and calculate values and/or certain aggregations.

This selector opens a configurator that will create an Item Table displaying historical tags(s) during defined time periods or defined batches.

This selector opens a configurator that will create an Alarm or Event Table displaying historical Alarms or Events during defined periods of time.

This selector opens a configurator that will create a Free SQL Query Table, displaying the result of the SQL query defined within the object.

This selector opens a configurator that will create a Step Table. This is a table displaying a predefined time for each row in the table. Example: Create a table for 1 day making 1 row for each hour.

This selector opens a configurator that will create a Statistical Table that shows a trended tag(s) with selectable aggregate functions applied to them.


This selector opens a configurator that will create a table with empty fields. The table is configured like a grid with rows and columns, and text or Dynamic objects are placed in the cells after the table is defined.

This selector opens a configurator that will create a Chart Object that can contain one or many pens.

This selector opens a configurator that will create a Bar Graph Object.

This selector opens a configurator that will create a Pie Chart Object.

This selector opens a configurator that will create an Indicator Object. This is an object that displays calculated data in the new standard representation, according to the latest energy reporting standards (e.g. Energy Performance Charts (EPCs)).

This selector opens a configurator that will create a Date and Time Object for displaying the Report Creation Timestamp

This selector opens a configurator that will create a Page Number Object used to display the Current Page or Total Pages of the report.

This selector opens a configurator that will create a Dynamic Text Object. The Dynamic Text Object enables users to display a text field in a report, where the value in the text field will be determined during report generation.


Preparing your Machine for Dream Report

This Tutorial Manual assumes that your machine is newly formatted with Windows 7 Professional, and has had no

other software previously installed. All other machine configurations will require modifying these procedures to

accommodate the instructions within this Manual. All sections of the installation and configuration procedures

must be completed and verified before Dream Report can be installed. Failure to do so may result in issues that

may affect the success with Dream Report installation/configuration or the ability to create reports.

Log On as the User, “Administrator” and Setting the UAC for Dream Report.

1) You must log on to the machine as the Windows default user, “administrator” (either Network or Local). It will

not be possible to create the DSNs required without this level of access. You cannot be a user with

“administrator” privileges use or a cloned “administrator” user account.

2) Next, go to Control Panel, Search “UAC” and select the “Change User Account Control Settings” link. Move

the slider to the bottom, “Never Notify”. Push “OK” to exit.


Install IIS

Go to Windows Control Panel Uninstall or Change a Program Turn Windows features on or off (Left Pane) and

select all the features that are shown here:

Install a Default Printer

A default printer is required if you want to have hard copies of the Dream Reports that you create. If you do not

intend to print the reports, then you can bypass this step.

Install Microsoft Office Components

Installing Microsoft Office components is not a requirement in order to complete the procedures within the Tutorial

Manual. You may find it useful however to install some or all of these components (like Microsoft Excel, for

instance) on your machine in order to move into some of the more advanced aspects of using Dream Report with

InduSoft. Should you decide to utilize this functionality, now is the time to install these components on your

machine.


Install Adobe Reader X or XI

Download and install Adobe Reader X or XI, available at: http://get.adobe.com/reader/ . Follow the instructions

accompanying the product. This software is required to open, view, and print the sample reports created in .pdf

format.

Install SQL Server 2008 R2 Express or SQL Server 2012 Express

Note: This Manual was written from, and the demonstration projects were installed on, a newly formatted

Windows 7 Professional machine with Microsoft Office and Adobe Reader 11 installed. It is not a prerequisite

to have Microsoft Office installed on the local machine in order to build and run the Dream Report demo or

sample projects.

Installation of MS SQL Server Express is simple and straightforward. Go to the Microsoft Download Site:

http://www.microsoft.com/en-us/download/details.aspx?id=23650 for SQL Server 2008 R2 Express

http://www.microsoft.com/en-us/download/details.aspx?id=29062 for SQL Server 2012 Express

Double-click the version that you want to install. Two versions are available: One for an x86 (32 bit) installation and

one for an x64 (64 bit) installation. While not specifically mentioned anywhere during the installation procedure, it is

recommended (and assumed) that the target machine is connected to a domain.

Note: This installation routine has not been performed using a workgroup on a local machine, however if care is

taken, especially with machine shares and the “Administrator” and “sa” users, these procedures should work

correctly in this environment.

Installation Steps

3) Launch the installation utility and choose “New Installation”:

http://get.adobe.com/reader/




4) Accept the License Terms

5) Select Instance and Shared Features (All). In Express 2012, there is one extra checkbox for the local database

engine. Be sure to also check it. (Select “All” in both installations).


6) Create a Named Instance (OK to use the default, “SQLExpress”, or “SQLExpress2008”, or “SQLExpress2012”).

This will be the local machine’s designation for this particular SQL Server on it. On the network it will appear

as, “MachineName\SQLInstanceName”. Example: “DREAMREPORT_IWS\SQLExpress”.

7) Select the Service Account that you want to use for the database Engine. The System Account is usually the

best choice for local databases.


8) Select Mixed Mode security and create a password for the ‘sa’ user account. Add any other local or domain

users as needed as administrators. It is recommended that they are also local machine admins or is the local

machine “Administrator” user account. For this demo, we will use the SQL Server “sa” user account for SQL

access.

Note: Later on when DSNs need to be created, only the machine “Administrator” user (whether local or network)

can create System DSNs. This “Administrator” user must be logged on to create system DSNs.

9) Specify if you want to send errors to Microsoft or your corporate server.


10) Installation proceeds.

11) And finishes.

12) Restart computer before proceeding, even though you are not prompted to do so.


13) Start SQL Server Management Studio

14) The “Server” field may be blank or it could have “(local)” in it. The “(local)” server name may work, or it may

give you permissions errors here or later when creating tables storing data. If so, use the

MachineName/NamedInstance.

15) You can also browse for your machine name and named instance. It may not be listed yet, or only partially listed.


16) If it is not in the browser tree, then manually enter either (local)\NamedInstance or

MachineName\NamedInstance separated with a backslash ( \ ). Log on using local SQL Server credentials that

have administrator privileges.

17) Next, open the Database List. Your default will be “System Databases” Right-Click on “Databases”.

18) Create 2 new databases…


19) The first one is “PCDemoModProject.”

20) The other is “DreamReportLogging”.


21) This is what your database tree should look like when you are finished:

22) SQL Server Express configuration is complete.


Installation and Configuration of InduSoft Web Studio

Install the InduSoft Web Studio (IWS) 7.1 Development Environment by downloading the installation routine or

using the DVD and following the instructions included with the software. IWS v7.1 does not need to have a current

license in order to use it in the Evaluation Mode (countdown clock of 40:00 Hours) for the purposes of this Dream

Report Tutorial Manual demo and tutorial. For purposes of this Manual, all software is installed on the same

development machine.

Note: The IWS Project must be in Runtime before you can do any configurations in Dream Report!

1) After InduSoft Web Studio v7.1 has been installed, download (all projects are available from the Dream Report

Web Page on the Indusoft Website at: http://www.indusoft.com), unzip and copy the entire project folder

“PCDemoBatches_Build20121031” to your “InduSoft Web Studio v7.1 Projects” Folder.

2) Browse to the “PCDemoMod.app” file using “Open Project” in the file menu (InduSoft icon) to locate the project

in the development environment.

http://www.indusoft.com/indusoftart.php?catid=18&lang=en


3) Set up the project database configuration to point at the newly created database, “PCDemoModProject”that

you just built using SQL Server Management Studio on your local machine. Note the settings carefully:


4) Run the project and familiarize yourself with the new “PCDemoMod” project operation as shown in the

following screen shots:

Upon each startup, these messages will

appear, indicating connection to the SQL

Server DB and the various tables. Since the

project is set to save generated data for only 1

day, these may vary slightly.

On the “Home” Screen, this button has been added that will

be used with the Dream Report Demo Production Report

discussed in this Tutorial Manual that you will build.

Pressing this button right now will generate an error stating

that Dream Report is not responding.

Press here to continue.


On the “Oil and Gas” Screen, this button has been

added that will be used with a pre-built sample report

discussed later in this Tutorial Manual. Pressing this

button right now will generate an error stating that

Dream Report is not responding.


On the “Automotive” Screen, this button has

been added that can be used to generate

extra events for the Events Table. Press it

and give it a try. (Follow instructions.)



On the “Wind Energy” Screen, this button has been

added that will be used with a pre-built sample

report discussed later in this Tutorial Manual.

Pressing this button right now will generate an error

stating that Dream Report is not responding.


On the “Food and Beverage” Screen, these buttons

and this display have been added to generate sample

Batch Data and create pre-built sample reports

discussed later in this Tutorial Manual. Pressing

these buttons right now will generate an error




On the “Water and Wastewater” Screen, this button

has been added that will be used with a pre-built

sample report discussed later in this Tutorial Manual.

Pressing this button right now will generate an error



On the “Alarms” Screen, these buttons have been

added that will be used with pre-built sample reports

discussed later in this Tutorial Manual. Pressing these

buttons right now will generate an error stating that

Dream Report is not responding.


5) Finally, open SQL Server Management Studio and verify that the data from the project is being saved to the

tables:

Open the PCDemoModProject database

and open the table tree.

To exit this application, DO NOT stop the project in

the development environment, or click on the Red

“X” in the Upper RH corner. Instead, Exit using this

button, so that the batch can finish and the data gets

written to the database. You can switch to this

screen if you would like to watch the batch finish.


This concludes testing the Indusoft Data Generator Application (PCDemoMod.app.)

Are you ready to move on? - Time to Check.

If everything checks out on your machine as shown in this Tutorial Manual so far, you are ready to go on to

installing Dream Report and building your first report!

Note: If you got a result from a procedure or configuration that was different from any displayed result

as shown in this Manual, you will not have success continuing into the next section. Go back and

resolve all issue(s) before proceeding.

Select a Trend, right-click, and then

choose, “Select Top 1000 Rows” to

return the top 1000 rows of data.

If you want to return ALL of the data in

the table, then delete “Top 1000” from

the “Select” query and “Execute” it

again.


Dream Report Installation

Dream Report installation is simple and straightforward. Download the current installation build from the InduSoft

Dream Report Website (http://www.indusoft.com). Start the installation by right-clicking on the executable file, and

choose “Run As Administrator”. You also must be logged on as the user “Administrator” for the installation to

succeed.

1. This is the first screen in the installation routine.

2. This next screen will popup if you did not previously install IIS before attempting the installation of Dream

Report. If you get this popup, select “No” (default) to exit, and then go back to the section, “Install IIS (Internet

Information Services)” and follow the procedures. Once IIS is installed, restart the Dream Report Installation.

3. This is the first screen in the Setup Routine. Follow the instructions…



4. This is the EULA. You must accept (select “Yes”) this agreement in order to continue the setup.

5. This is default path where Dream Report will be installed. For purposes of this demo and exercise in the

Tutorial Manual, do not change this location.


6. The InduSoft drivers are already selected for you. These are the only drivers that will work in the OEM version

of Dream Report.

7. Setup Continues…


8. As your UAC examines the steps in the setup routine, you may be asked this question multiple times. Each

time, “Allow Access” at each query.

9. Finally, reboot.

10. This concludes the installation of the Dream Report demo software. For licensing Dream Report, see the

section, “Licensing”. It is not a requirement (at this time) for the software to be licensed in order to complete

the exercises in this Tutorial Manual.


Starting and Configuring Dream Report for Your First Project

1. Log on to your machine with the user “administrator”. It can be either the local administrator or the network

administrator, but the user must actually be “administrator”, not a user with administrator privileges. This step

is required in order to build the necessary DSNs, and will fail if this is not done.

2. Before starting Dream Report, it is required to open IWS and run the “PCDemoMod.app” project as configured

in the section, “Installation and Configuration of InduSoft Web Studio”. Dream Report uses this project as the

data source and to get the configuration settings and credentials for the external IWS project database. If the

project is not running, you will get configuration errors in the following procedures and you will not be

successful in building the report. Start the development environment, go to Runtime, and minimize both

windows for the time being.

Note: The IWS Project must be in Runtime before you can do any configurations in Dream Report!

Basic Project Settings

1. Double-click on the Dream Report Icon on your desktop to start Dream Report. If the software is

unlicensed, the popup in the following screen shot will challenge you. For purposes of this Manual, choose

“Evaluate”. If you would like to license the software right now, then see the section, “Licensing”. It is not a

requirement for the software to be licensed in order to complete the exercises in this Tutorial Manual.


2. Select “New Project”. This will start the InduSoft Configurator in Dream Report and create a new project. Do

not check the “Run Project Wizard” at this time. Press “New” to continue.

3. Enter a Project Name then select the Database Definition Rollup.


4. Choose “Custom Database Using DSN” then push “Add”. If you are not logged on as the “administrator” user,

an error message will pop up. Users with admin privileges that are not the “administrator” user, will also

error.

5. Select “System Data Source” then push “Next”. If you cannot select “System DSN” (it is greyed out), you are

not logged on to the machine as the user “administrator”. Stop here and correct this issue before proceeding.


6. If you installed SQL Server 2008 R2, then choose the SQL Server Native Client 10.0. If you installed SQL Server

2012, there will be a selection for the version 11.0 Client. In such case, choose version 11.0 for the SQL Server

2012 databases. Don’t mix them up if you have both SQL Server engines installed on your machine. Use the

database version that you are configured in the IWS project. You also already built a new database called

“DreamReportLogging” in the correct version. If you are in doubt or forgot the settings that you used, go to

the section, “Install SQL Server…” in this Tutorial Manual to check. Push “Next” to continue.

7. Push “Finish” to continue.


8. Create an appropriate name for your new DSN…

9. …and pull down the Server selector. Choose either “(local)” or the MachineName and NamedInstance if it is in

the list. If not, enter it manually. Push “Next” to continue.


10. Choose SQL Server authentication and enter the administrator credentials that you created. For purposes of

this Tutorial Manual, you can use the “sa” user. Push “Next” to continue.

11. If you configured your DSN correctly, then you will get this next screen. If it is not configured correctly or you

entered the wrong credentials, you will get an error and still be on the screen in Step 12. Fix the problem

before moving on.


12. Since the DSN is connected to the proper database, this list will reflect the databases that you created. Choose

the “DreamReportLogging” database. Press “Next” to continue.

13. Press “Finish”, then “Test Data Source…” on the next screen.

14. The Data Source will test OK if the preceeding steps were successful.


15. Push, “OK”, then “OK” to close the DSN Configurator. Note that the new DSN is already chosen in the Custom

Database DSN. Add the database credentials in the fields then push “Test Connection.” Push “OK” on the

“Succeeded”popup, then “Apply” and “OK”. The logging database for Real-Time values is now configured in

Dream Report.

Configuring Basic Report Settings

The development environment shows a new report called, “Report 0”.


Driver Configuration

1. Push the “Driver Configuration” button…

2. …and this dialog will pop up.

3. Expand the InduSoft Data Sources tree and select the top data source. Push the “Configure” button.


4. This popup will appear. Push “Yes” to start the automatic InduSoft Driver Configurator.

5. Using the “Ellipsis” button […], browse to the project path folder for the “PCDemoMod.app” IWS project…


6. It is located in either of these locations (this one is a shortcut):

Documents >> My Documents >> InduSoft Web Studio v7.1 Projects >> PCDemoBatches_Build20121031

Or, the actual path:

C:\Users\administrator\Documents\InduSoft Web Studio v7.1 Projects\PCDemoBatches_Build 20121031

Push “OK” to continue.


7. Next, enter the necessary security information used in your project (there is no security configured for the demo

project, just the user “Guest”) press the button “Press to load project config” and the configurator will gather

the information from the IWS “PCDemoMod.app” project database, which is needed to create the InduSoft

Drivers for the project.

8. The password for the project database will be blank and needs to be entered if the IWS project does not contain

it. It is advisable to reenter the password at this time even if it is in the project.


9. Double-click on the password field and enter the database password for the SQL Server administrator account

that you used in the IWS project. Push “OK” to continue.

10. Now we need to check each of the drivers that have been configured.


11. The first one is the Run Time Driver. Select the driver and push “Configure”, then in the popup, push “Test

connection”.

12. As can be seen, it is not necessary to reenter the Computer Name and IWS Project Password manually. It is

already stored in the Real Time Driver configuration. This is verified when “Test Connection” is pressed. Push

“OK” to continue.


13. Check the Historical Values Driver next. Press “Configure”.

14. This driver is a little different, but again, no configuration is needed so, in the popup, push “Test connection”…

15. Then push “OK” to continue.


16. Now check the Alarms Driver. Push “Configure”.

17. Test the connection.

18. And verify. Now push the “Filters configuration” button.


19. We will change this default Alarm Filter (Default_alm) to get all the alarms based on Priority rather than start

time, so select the filter name and delete it.

20. Then select and delete the default configuration.


21. Now select the “Priority” property, with a condition, “Between”.


22. Rename the Alarm Filter to “All_Alarms”. Enter “0” as the start value, select “AND” then enter “255” for the

maximum value. Push the “Add” button to create the new configuration, then select the new configuration and

push the “Add” filter button to add the newly created Priority based filter “All_Alarms” to the Filter Name list.



23. After finishing the filter configuration, test the Alarm Driver connection one more time.

24. And finally, check the Events Driver connection just as before.

25. When finished, press “OK” to close the Driver Configurator.

26. This concludes the Dream Report project setup and configuration section.


Building Your First Dream Report

So here is where we actually get down to business. If you do not want to build this Demo Report for yourself yet,

there is a pre-built version of it located in the next section, “Trying out the Pre-Built Demo Report“. Here are the

basic steps to start building your first project.

1. Right-Click on “Report 0” and enter “Production Report” into the “Report Name” field.

2. Select the “Report Name Format” rollup. Choose how you would like the report filenames to be built.


3. Select the “Report Time Definition” rollup. Choose when or at what interval you would like to create the report.

4. Select the “Generate Report onEvent” rollup. We are going to generate this report from our IWS project so

select “Enable Generation on Event” and “Enable Instance Generation”. Push the “Ellipsis” button […].


5. Choose the “InduSoft” data source and the tag list from the project will appear. Choose the

“bGenerateDreamReport” tag.

6. Next, set the “Enable Instance Generation” value equal to “1”. A report will be generated when the tag

“bGenerateDreamReport” becomes “1”.


7. Choose the “Report File Format” rollup. Select “Web” and “.pdf” as the “Report Targets”. Choose to

automatically open the report after creation. Here is where you also orient the paper and choose paper size.

Choose “OK” to continue. More information about creating reports and the details of the various configurators

can be found in the Dream Report Help Documentation.


8. The next step is to format how the report looks. Right-click on the report and choose “Background”.

9. Choose “Set background Picture”…

10. …and open the “Report Backgrounds” folder.


11. Choose background “15” and select “Open”.

12. Choose OK.

13. Here is your report formatted background.


14. Now select “Insert a Picture” in the “Drawing” Section..

15. …and select Image “15”.

16. Position it in the upper left corner, then choose the selection arrow to continue..

More information about the Details About How a Report Looks, including many other options not shown here can

be found in the Dream Report Help Documentation.


17. Now choose “Dynamic Text” and draw a box on the report, any sized, to the right of the image you pasted.

When you let go of the mouse button, this dialog box will pop up. Select “OK” to take the default “Report

Name”.

18. Click on it to highlight it then change the font size to 16 point. The report will now look like this. Move the

object around with the mouse or using the <Arrow> keys until it is about where you see it in the screen shot. If

you double click on the Dynamic Text object, the configuration box reopens. This shows the possible

selections for the object. More information about the details of the Dynamic Text Item and its configurator can

be found in the Dream Report Help Documentation.


19. Now we’ll add a “Date and Time” object in the upper right of the report the same way. Call it “DateTime” and

configure it for “End of Report Period” (default). Other settings are possible for the object. Choose “OK” and

set the font size for 10 Point. More information about the details of the Date and Time Item and its configurator

can be found in the Dream Report Help Documentation.

20. This is what your report should look like right now.


Working with Charts

1. Now we will add a chart to the report. Select the “Chart” object then draw a rectangle near the top of the

report like this:

2. When you let go of the mouse button, a configurator will pop up. Choose “External History Server” then select

the “Ellipsis” button […].


3. A selection configurator will pop up for the Data Item. Pull down the menu and choose the InduSoft data driver.

The item list will populate in a few moments.

4. Double-click on the “Food Tank” folder, then double-click on “1”.


5. Then double click on “Level”. The data item will be populated with the IWS tag that you selected. In the

“Start of Report Period” make the “1 Days” into “0”, and set the “Relative Date/Time” clock for “10 minutes”.

Push “Add Line” and this item will be added as a pen on the chart.

6. In the “Appearance” rollup, Enter “Tank 1 Level (Last 10 Minutes)” as the Chart Name and leave the other

defaults. Press “OK” to continue.


7. Stretch the Chart object up and down to vary the vertical scale resolution. Select the amount of detail that you

would like to display. More information about the details of the Chart and its configurator can be found in the


8. Save the Production Report, then select “Reload Project”. If you only made changes to a report and not to the

driver or DSNs, it is only necessary to push “Reload Reports” so that the entire project is not recompiled. In

either case, after a few moments the Runtime Management Console will appear. Select the report then push

the “Generate” button.


9. Here is the completed report so far. Notice that the name of the report is formatted the way that we

configured it earlier. This report is saved by default in the \Reports folder of the project.

This report can also be opened in the Dream Report Web Portal rather than in Adobe Reader. More information on

using the Runtime Management Console is available in the section, “Using the Runtime Management Console with

IWS“


Working with a Statistical Table

1. In this step we will add an Automatic Statistical Table. Configuration of the Data Item is similar to the Chart

configuration. After creating the “Food Tank/1/Level” data item, select which statistics or aggregation that

you like to display in the chart. Finally, select the period, and don’t forget the Table Name on the “Appearance”

rollup. Choose “OK” to continue. More information about the details of this configurator can be found in the



2. The next object to add to the report is an Item Table to display the “Last 10 Raw Values” of the Food Tank 1

Level. More information about the details of the Item Table and its configurator can be found in the Dream

Report Help Documentation.


Working with Alarm and Events Tables

3. The next table to add is an Alarm Table. The configuration is similar to the previous objects, however instead of

tags, we are adding the Alarm Filter that we made while creating the Data Sources. Select External History

Server as the Data Source; open the Filter List, then select “InduSoft_alarm” as the source, then checkmark the

“All_Alarms” filter in the list. Push the “Add Filter” button. Push “OK” to continue.

Continues on next page…


Be sure to also select which columns that you want to display on the Alarm Table and add the Table Name. Push

“OK” to finish configuration. Formatting and fonts are configured in the “Font Properties” section of the

“Appearance” rollup. More information about the details of the Alarm and Event Table and its configurator can be

found in the Dream Report Help Documentation.


4. The next table to add is an Events Table. Use the Alarm Table Item to create the Events Table. The configuration

is almost identical to the Alarm Table, however we are adding the Event Filter that we made while creating the

Data Sources. Select External History Server as the Data Source; open the Filter List, then select

“InduSoft_events” as the source, then checkmark the “Default_Evt” filter in the list. Push the “Add Filter”

button. Push “OK” to continue.

Continues on next page…


Be sure to also select which columns that you want to display on the Event Table and the column name “Alarm

Text” needs to have the display name changed to “Event Text” by double-clicking on the “Caption” field. Don’t

forget to add the Table Name. Formatting and fonts are configured in the “Font Properties” section of the

“Appearance” rollup. Push “OK” to finish configuration. More information about the details of the Alarm and Event

Table and its configurator can be found in the Dream Report Help Documentation.


Creating a Batch Definition and Batch Tables

1. The next tables that we will add are a (Single) Batch Data List Table and a Batch Information (or Metrics) Table

for that same batch. These tables will be used to display the “Last Batch” out of a list of batches in the database.

Before building the tables, we need to configure “SingleBatchDefinition” in the defined Batch List. Push the

“Batch Definition” button and this configurator pops up. Enter “SingleBatchDefinition” as the Name. Select

the “External History Server” radio button, and then push the “Ellipses” […] button.


2. This dialog will pop up. Choose the Indusoft Data Source, and double-click the folder “BatchDefs”. Select Trend

5. This is the trend worksheet in the InduSoft Web Studio project (PCDemoMod.app) that is storing the batch

data generated on the “Food” screen. Dream Report has read that information from the IWS project and

presents the database columns as a batch configuration within this selection. Select “OK” and the “Batch

Definition” configurator will show the Data Source and the Data Item that you have chosen. Now push the

“Ellipses” […] button at the bottom to continue.

3. You can choose “All Batch IDs” or you can choose a “Time Range”. Choose “All Batch IDs” and press “OK”.

0


4. Opening the Pull-Down Box will display a list of the batches in the database. This action will confirm correct

connectivity to the database and correct configuration of the Batch Definition. Choose any “Golden Batch”

from the list. Select “OK” to continue. Batch Definition setup for the Single Batch Tables is complete.


5. Create a Single Item Table, then select (“External History”, then “Edit List” first to get the Select Data Item

Configurator) the InduSoft Data Source, let the list populate, and select the “Bottle Level” folder and all bottles.

Next select the trended Batch Number from the list and add it also. All these tags are in the Trend 005

worksheet and are also columns in the external table, “Trend 005”. Note that the batch name was trended in

the Trend Worksheet in order to to have it available in the trend table, although it also exists in the “Batch

History” table as well. That information is read out of the “Batch Defs” folder for Trend 5 by Dream Report.

We’ll show we’ll show that configuration in a moment.


6. Select the Define Time Period as “Batch Based”, the Batch as “SingleBatchDefinition”, and the Mode as “Last”

with a Count of “1”. Select the “Appearance” rollup, check, “Display Table Name”, and enter the Table Name,

“Last Batch Data”. Select Bottle 10 and move it to the bottom of the list. Rename the Captions to “Bottle 1”,

“Bottle 2”, etc. and change the Font to 6 point for the Header and the Columns. Change the “List Rows from

End” from 100 to 1, although in this case, this setting is overridden by “Mode” on the Data Definition rollup.


7. Here is what the report looks like with the Last Batch Table configured in Development and Runtime.


8. To complete the batch tables on the report, we will draw a table and build an information matrix showing the

information and statistics about the Last Batch. Select “Draw Table” and create a table with 2 columns and 4

rows. In the left column, create field labels by double-clicking in each cell and entering the Field Label Name

as shown below. After finishing, then click in the top-right cell to highlight it.


9. Each of the first 3 fields is a piece of batch information available from the configured Batch Definition. For those

cells, use a Single Data Object. Since the field where it will go is already highlighted, the configurator will

open, and then click on the Ellipses […] button. Choose the “Indusoft” Data Source, then double-click

“BatchDefs” and choose “Trend 5” from the Item List. Select “OK” to continue.


10. Enter a meaningful Object Name, such as “BatchName”. Select the Define Time Period as “Batch Based”, then

Batch as the “SingleBatchDefinition” and Mode as “Last”, Count as “1”. Select the “Ellipses” […] button for

the Statistical Function, and choose “Batch ID” from the Batch Functions Tree. On the Result Representation

rollup, set the Precision after Decimal Point to be “0”. Choose “OK” to finish.


11. Do the same for the next 2 cells in the table. The second item is the “Batch Start Time”, and the third item is

the “Batch End Time”.


12. The fourth cell on the table for “Batch Duration” is a calculated field. For this item, use an “Expression Data”

object. Create an Object Name, called “CalculatedDuration”, and then select “BatchStartTime” from the list of

objects on the report. It will be added to the Expression Field. Next, add the “BatchEndTime” and it will be

placed in front of the start time. Add a “-“ between them and the result of this expression will be placed in the

field during runtime. On the Result Representation rollup for this object, choose “1” for the precision (next

page.)


13. Here is what this section of your report in the Development Environment should look like. Notice that the

Batch Tables have been formatted to run together to look like 1 item, and that the font sizes and colors have

been changed as needed. More information about the details of formatting tables can be found in the Dream

Report Help Documentation.

14. Save, Reload then select the “Production Report” in the Runtime Management Console. Select the

“Production Report” and click the “Generate” button.


15. Here is the generated “Production Report” with all the tables that have been built so far.


Using Real Time Values and the Logger

1. The last area of the report will show Real Time or Logger Data. Select the Logger Studio rollup.

2. Select Add Item Group


3. Create a new Group Name

4. Select the “InduSoft” Group Source


5. Push “Add Items” and select “Water Tank”, and levels 1, 2, and 3, and also, “Water Pressure”. Push “OK”.

6. Select the “Record Rate” Rollup and enter the correct Recording Parameters of Every 10 Seconds. Push “Apply”

and “OK”.


7. The items will be in the group list. Select “Start Monitoring” and the values will start being recorded in the

database at the record rate you chose.

8. Now go back to the Report Designer Studio rollup and place an Item Table at the bottom of the report. Select

“Dream Report History” and “Edit List”, select InduSoft as the source, and choose the InduSoft Data Source.

The four Real Time Data Items that were just created in the will be in the Available List. Add all four.


9. Define the Period as Batch Based using the Data Source that we configured earlier. (Single Data Definition).

Set the Count as “5”. On the “Appearance” rollup create the Table Name. Choose “OK” to close.

10. Here is the completed report in Development.


11. Save the project, and push “Reload Project”.

12. Select the “Production Report” on the “Runtime Management Console” and select, “Generate”. Here is the

Production Report with all the tables.


The Last Thing to Configure

1. The last thing to do with this report is to create automation so that a report can be generated from an IWS

project. If you recall, earlier we configured a tag called “bGenerateDreamReport” that will create an event to

generate this report when the value of the tag is “1”. How does the IWS project know if the report has been

generated? For this, we can add 1 more “Expression Data” Object and it will go in the upper right corner of

the report under the date. Select “Expression Data” then draw a small rectangle as shown.


2. Call the object “GenerateDreamReport” In the Expression Field, enter “0”. On the Result Representation rollup,

check the “Write Result Back to Data Item” checkbox, select the “InduSoft” Data Source and find the tag,

“bGenerateDreamReport”. Set the precision to “0”. This will reset the tag back to “0” when the report is

generated, which can be used to signal the IWS project when the report has been generated.


This is what the Expression Data Object looks like after it is created. Save, Reload the project, and once the project

is running, go to the running IWS project, “PCDemoMod.app”, “Home” Screen, press the “Generate Dream Report”

Button and a new report will be generated. The tag will then reset to “0”, which is used to change the display in IWS

to “Report Generated” (next page).


This concludes the section on “Building Your First Dream Report”.


Trying out the Pre-Built Demo Report (Without Actually Building it)

This section is for configuring and demonstrating the pre-built Demo report that would normally be built by you in

the previous section. This project, “IWSTestProject1”, is in the “ProjectsForDreamReport.zip” file on the Dream

Report Web Page located at: http://www.indusoft.com.

Prerequisites

Note: To run this Dream Report project, you must have completed all sections of this Tutorial Manual up to

“Starting and Configuring Dream Report for Your First Report”.

There are several things that need to be configured before you can use an existing project on a machine that has not

had the report on it before. Once these things are done on the machine, the existing report can be started and run

again and again without the need for any further reconfiguration. Before doing anything, you must be logged on to

the machine as the user “administrator” (local or network) in order to perform the configurations involving DSNs.

Configure a New SQL Server Database for the Project Logging

To begin using any new project you must configure a new logging database for that project. Here are the steps

needed to configure a new logging database:

1. Open SQL Server Management Studio and log in to your local Named Instance with SQL Server administrator

credentials.



2. For the purposes of this Tutorial Manual, we will create a new Database called, “DreamReportLogging1”

however it can have any meaningful name needed to associate it with the report.

3. Close SQL Server Management Studio when done.


Run the InduSoft Project, “PCDemoMod.app”

1. Open InduSoft, and locate the project “PCDemoMod.app” (in the project folder,

“PCDemoBatches_Build20121031”) located in your “IWS v 7.1 Projects Folder”. (This was installed in

“Installation and Configuration of InduSoft Web Studio”. If you did not do all the configurations up to the

section, “Building Your First Dream Report Project”, then go to the beginning of this Manual and follow all

procedures and instructions up to that section.)

2. Run the project.


Open an Existing Project in Dream Report on a Different Machine

1. Copy and unzip the “DR-IWS_Projects.zip” folder that you downloaded from The InduSoft-Dream Report

Website and copy the project folder, “IWSTestProject1”, pasting it into “C:\ODS\Dream Report\Project\”.


2. Start Dream Report, Choose “Open Existing Project” and browse to the project.


3. Here is the opened project. It has 1 single report called “Production Report”


Configure the Existing Dream Report Project to Use the New Local Database for RT Logging

1. Select the Project Tab and choose “Database Definition” to change the Project Settings


2. Note that there already is a DSN in the Custom Database Configuration. This is the DSN information from the

last machine it was on. We are going to make a new one for this machine. Push “Add” to create a new DSN.

3. If you are not logged on as the user “Administrator” (local or network), you will get this error. Log on as the

user “Administrator” and continue on.



7. Create an appropriate name for your new DSN…


8. …and pull down the Server selector. Choose”(local)” or your MachineName and NamedInstance if it is in the

list. If not, enter it manually. Push “Next” to continue.






before moving on.

11. Since the DSN is connected to the proper named instance, this list will reflect the databases that you created.

Choose the “DreamReportLogging1” database to be the default. Press “Next” to continue.




“Succeeded”popup, then “Apply” and “OK”. The logging database for Real-Time values is now configured for

the project.


Configuring Existing Project Drivers to Run on a Different Machine than Created








Drivers for the report.




9. Double-Click on the password field and enter the database password for the SQL Server administrator account





connection”.





Check the Objects in the Report

The last thing to check is to make sure that the existing report is using the same InduSoft Data Items in the Driver

Configuration. If the report was built using the default InduSoft Data Source Drivers created with the Data Source

Configurator, then the project should work right now, if it placed into runtime. However, if the InduSoft Data Source

Drivers were created manually with different names, then the configuration in each report object will not be correct.

We do know that this report is using same the data from the InduSoft “PCDemoMod.app” project as the demo

report we built. Therefore, the tag names will be correct. So we just have to check if the objects in the report are

coming from the correct source. Here are the steps to do this procedure:

1. Double-Click on the top object (the chart) in the Production Report to open the Chart Configuration Dialog.


2. Look to see that the Data Source is the same as in the Driver Configuration. If so, the report should run

properly. Save your project, then close Dream Report and proceed to the next section.


3. If the Data Source has a different name, then open the Data Source Item using the “Ellipsis” button […] and

select the correct Data Source, then select the correct Item(s). Do this for all objects (every table, every chart,

every expression field, etc.) in the report.


Running your Existing Report

If you completed all the configuration sections successfully, then the report will run as it was designed.

1. Start Dream Report, Choose “Open Existing Project” and browse to the project.


2. Here is the opened project. It has one single report called “Production Report”


3. If you made any changes to the report or drivers, first save the project. Next, push Reload Project. If you didn’t

save beforehand, you will be prompted to save it before continuing. It may take some time (one or more

minutes) to compile your report.

4. This dialog will popup showing that the Runtime Engine is operating. The State will turn green when the

report compilation is finished. Select the “Production Report” from the “Available Reports” list, and push the

“Generate” button. A .pdf report was configured to be generated and opened in the report configuration…


6. This report will pop up. By default it is saved in the “\ProjectName\Reports\” folder in the “c:\ODS\Dream

Report\Project\” folder.

7. This concludes the section on “Trying out the Pre-Built Demo Report“.


Configuring and Using the Sample Reports

This section is for configuring and demonstrating the pre-built sample reports. The project folder is

“DR-IWS_SampleReports”. This project is in the “ProjectsForDreamReport.zip” file on the Dream Report web page

located on the Indusoft Web Studio Home Page: (all projects are available from the Dream Report Site on the

Indusoft Home Page located at: http://www.indusoft.com.

Prerequisites

Note: To run this Dream Report project, you must have completed all sections of this Tutorial Manual up to

“Starting and Configuring Dream Report for Your First Report”.

There are several things that need to be configured before you can use an existing project on a machine that has not

had the report on it before. Once these things are done on the machine, the existing report can be started and run

again and again without the need for any further reconfiguration. Before doing anything, you must be logged on to

the machine as the user “administrator” (local or network) in order to perform the configurations involving DSNs.

Configure a New SQL Server Database for the Project Logging

To begin using any new project you must configure a new logging database for that project. Here are the steps

needed to configure a new logging database:

4. Open SQL Server Management Studio and log in to your local Named Instance with SQL Server administrator

credentials.



5. For the purposes of this Tutorial Manual, we will create a new database called, “DreamReportLogging2”

however it can have any meaningful name needed to associate it with the report.


6. And here is the Database List.

7. Close SQL Server Management Studio when done.


Run the InduSoft Project, “PCDemoMod.app”

3. Open InduSoft, and locate the project “PCDemoMod.app” (in the project folder,

“PCDemoBatches_Build20121031”) located in your “IWS v 7.1 Projects Folder”. (This was installed in

“Installation and Configuration of InduSoft Web Studio”. If you did not do all the configurations up to the

section, “Building Your First Dream Report Project”, then go to the beginning of this Manual and follow all

procedures and instructions up to that section.)

4. Run the project.


Open an Existing Project in Dream Report on a Different Machine

Copy and unzip the “DR-IWS_Projects.zip” folder that you downloaded from The InduSoft-Dream Report Website

(http://www.indusoft.com) and copy the project folder, “IWSTestProject1”, pasting it into “C:\ODS\Dream

Report\Project\”.

1. Start Dream Report, Choose “Evaluate” (unlicensed version), and “Open Existing Project” and push the

“Browse” button.



2. Browse to the project application file in the project folder.


3. And here are the sample reports.


Configure the Existing Sample Report Project to Use the New Local Database for RT Logging

15. Select the Project Tab and choose “Database Definition” to change the Project Settings.


16. Note that there already is a DSN in the Custom Database Configuration. This is the DSN information from the

last machine it was on. We are going to make a new one for this machine. Blank the field and push “Add” to

create a new DSN.

17. If you are not logged on as the user “Administrator” (local or network), you will get this error. Log on as the user

“Administrator” and continue on.



21. Create an appropriate name for your new DSN like, “DreamReportDSNSample”…


22. …and pull down the Server selector. Choose either “(local)” or your MachineName and NamedInstance if it is in

the list. If not, enter it manually. Push “Next” to continue.






before moving on.

25. Since the DSN is connected to the proper named instance, this list will reflect the databases that you created.

Choose the “DreamReportLogging2” database to be the default. Press “Next” to continue.




“Succeeded”popup, then “Apply” and “OK”. The logging database for Real-Time Values is now configured for

the project.


Configuring Existing Project Drivers to Run on a Different Machine than Created








Drivers for the report.




35. Double-click on the password field and enter the database password for the SQL Server administrator account





connection”.





Check the Items in the Report

The last thing to check is to make sure that the existing report is using the same InduSoft Data Items in the Driver

Configuration. If the report was built using the default InduSoft Data Source Drivers created with the Data Source

Configurator, then the project should work right now, if it placed into runtime. However, if the InduSoft Data

Source Drivers were created manually with different names, then the configuration in each report object will not be

correct. We do know that this report is using same the data from the InduSoft “PCDemoMod.app” project as the

demo report we built. Therefore, the tag names will be correct. So we just have to check if the objects in the

report are coming from the correct source. Here are the steps to do this procedure:

1. Double-click on the top object (the “Wind Turbine” Chart) in the “1 Minute View of Turbine 2 Output” report to

open the Chart Configuration Dialog.


2. Look to see that the Data Source is the same as in the Driver Configuration. If so, the report should run

properly. Save your project, then close Dream Report and proceed to the next section.


3. If the Data Source has a different name, then open the Data Source Item using the “Ellipsis” button […] and

select the correct Data Source, then select the correct Item(s). Do this for all objects (every table, every chart,

every expression field, etc.) in the report.


Set up the Logged Real Time Tags

1. Locate the InduSoft Tags that you are logging inside of the correct report and table.


2. Select the Logger Studio rollup

3. Select Add Item Group


4. Create a new Group Name.

5. Select the “InduSoft” Group Source


6. Push “Add Items” and select the correct items to be logged. Push “OK”.

7. Select the “Record Rate” Rollup and enter the correct Recording Parameters. Push “Apply” and “OK”.


8. The items will be in the group list. Select “Start Monitoring” and the values will start being recorded in the

database at the record rate you chose.

9. Save The Project, go back to the Report Designer Studio Rollup, and Push “Reload Project”.

10. Select a Report and Choose, “Generate”.

All reports can also be generated from the IWS “PCDemoMod.app”. For more information see, “Installation and

Configuration of InduSoft Web Studio”.


Using the Runtime Management Console with IWS

The Runtime Management Console can be used to Generate Reports or to connect to the Web Portal after a report

is built. To generate reports using the Console, if not running, select a project, and then push “Start”. Select a

report and press “Generate.” To use the Web Portal, select the drop-down “Open” in the Project Access. If this is

the first time for the project, select “Configure IIS”. Save the Web Configuration if necessary, then “Configure IIS”.

Once done, then select “Open Web Portal” and the reports will be available. It is also possible to generate new

reports on the portal. The functionality of the Web Portal is similar to the Runtime Management Console, but the

portal can be used on a different machine that can access the IP of the Dream Report Server. Screen shots

continue for the next few pages. The Web Portal is effectively a “Thin Client” version of the Runtime

Management Console.

Note: The Runtime Management Console must be running before the Web

Portal or the IWS project can generate or display any reports!

More information about the details of the Runtime Management Console and the Web Portal can be found in the


If this field is blank, no project has been selected.

Use the “Ellipsis” button and select your project’s

.drpj file, then push the “Start” button.


Finally, here is how to stop the Runtime operation.


How to License Dream Report for Use with InduSoft Web Studio

This is the information from Ocean Data Systems on how to license the Dream Report OEM Software:

www.indusoft.com

[email protected]

