Report Management System (RMS)

IGSS Training on YouTube Exercises _________________________________________________________________________

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Report Management System (RMS)

Report Management System (RMS) ................................................................... 2

RMS Exercise 1: Prepare the IGSS Project and RMS Data Files .................... 2

RMS Exercise 2: Open the RMS template for the exercises ............................ 3

RMS Exercise 3: Create a user defined report based on LOG data ................ 5

RMS Exercise 4: Create a user defined report based on BCL data ............... 17

RMS Exercise 5: Create an event-based report ............................................... 21

RMS Exercise 6: The RMS quiz ........................................................................ 29

Contents


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Report Management System (RMS)

The exercises in this booklet will take you through the following tasks:

Create a report based on LOG values

Create a report based on BCL values

Create an event-based report

RMS Exercise 1: Prepare the IGSS Project and RMS Data Files

All the exercises are based on the IGSS demo project. To make it easy for you and the instructor to find the project files, please copy the IGSS demo project from the

CD as follows:

Copy the IGSS demo project to your harddisk

1. Insert the “IGSS AMS & RMS Workshop” CD in your CD drive.

2. Copy the folder Demo_v7 and paste it to the root of your harddisk –

C:\Demo_v7.

IMPORTANT: Make sure that the report folder, Demo.R, is also copied. The

folder holds the data files needed for the exercises.

3. Right-click the folder on your harddisk and select Properties.

4. Remove the Read-only attribute so that all files are writable.

Set the project as the current project

1. Open the System Configuration program and make sure that the demo

project is the current project.

2. On the Files tab, make sure that the lifetime of the LOG files to 9999

hours.

3. On the Startup tab, make sure that the following options are set correctly:

The checkmark beside Disable VBA must be removed.

The checkmark beside ODBC Server must be selected.

4. In the File menu, choose Save & Exit to save and close the System

Configuration program.

RMS exercises

Task 1:

Copy the demo

project and set it

as the current

project in IGSS


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RMS Exercise 2: Open the RMS template for the exercises

1. Start the IGSS demo project from the IGSS Starter. This will start the IGSS ODBC Server which must be running in order to

fetch LOG and BCL values.

2. Open the RMS Control Panel, click Edit RMS Template.

3. Browse to the IGSS demo project folder and select the “RMS_Exercise_Template.xls” file we just copied/pasted.

Task 1: Start the

IGSS demo

project and

open the RMS

template


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4. Click Open and wait for the template to open in Excel with the RMS Task

Pane shown to the right.

You have successfully completed the exercise.


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RMS Exercise 3: Create a user defined report based on LOG data

In exercise 2 you will do the following:

On the Data Definitions sheet, create the relevant data definitions based on

LOG data.

On the LOG Report sheet, you will make cell references to the above data

definitions to create the final RMS report.

1. Go to the Data Definitions sheet.

2. Under Basic Information, select the cell with the predefined text

“Report start time here”.

3. In the RMS Task Pane, click the Add Other Information button .

4. In the Type drop-down list, select Report start time.

5. Click OK.

6. Under Basic Information, select the cell with the predefined text

“Report stop time here”.

7. Repeat steps 2 to 5, only now choosing Report stop time.

Task description

Task 1: Insert

the report start

and stop time


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1. Go to the LOG Report sheet.

2. Select the cell next to the text Start.

3. Type the equal sign = to make a cell reference.

4. Click the Data Definitions sheet.

5. Select the cell where you specified the report start time. This cell has an

Excel comment, a red triangle, attached now.

6. Press ENTER.

RESULT: You are returned to the LOG Report sheet where the cell

reference should look like this.

7. Select the cell next to the text Stop.

8. Repeat steps 3 to 6 for the report stop time.


2. In the LOG section, select the cell just below the text q1 – Min.(1 hr.).

Task 2: Insert

the report start

and stop time in

the report

Task 3: Include

the data

definitions for

the analog

objects


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3. In the RMS Task Pane, click the tab.

4. Find the object q1.

TIP: You can apply a filter by clicking the highlighted button

and type q* as the filter criterion to find it quickly.

5. Drag the object to the cell selected in step 2.

RESULT: The Data Extraction wizard appears.

6. Do the following:

Make sure that Actual Value is selected under Atom.

Change the Start time and Stop time to April 19, 2007. Leave the

time period from 0:00 to 23:59.

Under Reduction or parameter, select Minimum.

Under Interval, select 1 hr.

Click the Refresh button to update the LOG values from the ODBC

Server.

Click the Apply button to view the calculated values.

Click the Next >> button.


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7. On the Preview of Output page, do the following:

Select the Limit output to check box and type 24.

We need 24 hour values for our daily LOG report.

Click the Finish button.


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8. The data definition now appears in the cell with a zero (0) and an Excel

comment.

9. Insert a zero (0) in the 23 cells – B:10 to B:32 - below the data definition

we just created. We need these cells for creating cell references to the

LOG Report sheet. TIP: Just insert the first couple of zeros, and select the cells containing

zeros. Now drag the lower right handle down to the very last cell and

release the mouse button. You get zeros all the way.

10. Repeat steps 4-9 for q1 – Maximum.

11. Select the 23 zeros (0) in the preceding column and drag the lower right

handle to the right now filling this column with 23 zeros.


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12. Repeat steps 11 to 16, only selecting Average as the Reduction or

parameter in the Data Extraction dialog box.

13. Repeat steps 4 to 17 for the object q2.

1. On the LOG Report sheet, select the cell under q1 Minimum next to

0:00.



4. Select the cell where you inserted the data definition for q1 Minimum.

This cell has an Excel comment, a red triangle, attached now.

Task 4: Make

the cell

references to the

analog objects


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5. Press ENTER.

You are returned to the LOG Report sheet where the cell reference should look like this.

6. Select the lower right handle of the selection and drag all the way down to

the cell outside 23:00. You now have all the necessary cell references for

q1 – Minimum.

7. Repeat steps 1 to 6 for q1 – Maximum, q1 – Average, q2 – Minimum, q2 –

Maximum and q2 – Average.

RESULT: All the cell references for the flow meters are now in place. Let us continue with the digital objects.


2. In the RMS Task Pane, click the tab.

3. Find the object p1.

TIP: You can apply a filter by clicking the highlighted button

and type p* as the filter criterion to find it quickly.

4. Drag the object to the cell just below the text p1 – State + count (1 hr.).

RESULT: The Data Extraction wizard appears.


Task 5: Include

the data

definitions for

the digital

objects


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Make sure that State is selected under Atom.

Change the Start time and Stop time to April 19, 2007. Leave the

time period from 0:00 to 23:59.

Under Reduction or parameter, select Count.

Under Interval, select 1 hr.

Click the Refresh button to update the LOG values from the ODBC

Server.

Click the Apply button to view the calculated values.

Click the Next >> button.

6. On the Preview of Output page, do the following:

Select the Limit output to check box and type 24.

We need 24 hour values for our daily LOG report.

Click the Finish button.


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7. The data definition now appears in the cell with a zero (0) and an Excel

comment.

8. Insert a zero (0) in the 23 cells – H:10 to H:32 - below the data definition

we just created. We need these cells for creating cell references to the LOG Report sheet.

TIP: Just insert the first couple of zeros, and select the cells containing

zeros. Now drag the lower right handle down to the very last cell and

release the mouse button. You get zeros all the way.

9. Repeat steps 4 to 9 now choosing p2 as the IGSS object.

1. On the LOG Report sheet, select the cell under p1 Changes next to 0:00.

Task 6: Make

the cell

references to the

digital objects


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4. Select the cell where you inserted the data definition for p1 state + count.

This cell has an Excel comment, a red triangle, attached now.

5. Press ENTER.

You are returned to the LOG Report sheet where the cell reference should look like this.

6. Select the lower right handle of the selection and drag all the way down to

the cell outside 23:00. You now have all the necessary cell references for

p1 – state + count.

7. Repeat steps 1 to 6 for p2.

RESULT: Our LOG Report is now ready for use.

1. In the RMS Task Pane, click the Preview button.

Task 7: Test the

report from the

designer


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2. In the Preview report dialog box, select April 19, 2007 from 0:00 to 23:59 and click OK.

3. The preview should look like this:

1. Open the Definition program.

2. In the User Programs menu, select Customize for Supervise.

3. Click New to create a new menu item.

4. Click Browse to find the file, Rmsmenu.exe, located in the \Gss subfolder of your IGSS installation path.

Task 8: Test the

report from

Supervise


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5. Click Open and OK.

6. In the Menu text field, type RMS Control Panel.

7. Click OK.

8. Install the IGSS project and start it again. You must restart the project to

update the menu items.

9. Open the Supervise program.

10. Open the User Programs menu.

11. Select the item RMS Control Panel.

12. Under Run user defined report, click More to find the template you just

created.

13. In the Standard Report Options dialog box, select April 19, 2007 from 0:00 to 23:59 and click OK.

14. Click Print Preview to view the final RMS report.



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RMS Exercise 4: Create a user defined report based on BCL data

1. Using the exact same principles as in Exercise 2, create the necessary data

definitions for the BCL Report. Remember to select the tab before you drag the objects into the relevant cell in Excel.

2. Use the table below to determine what to choose in the Data Extraction

wizard.

Object name Reduction Reduction or

parameter

Interval

q1 Minimum Minimum 1 hr

q1 Maximum Maximum 1 hr

q1 Average Average 1 hr

q2 Minimum Minimum 1 hr

q2 Maximum Maximum 1 hr

q2 Average Average 1 hr

p1 Change Count 1 hr

p2 Change Count 1 hr

The screen shot below shows the setup for q1 – Average.

Task 1: Create

the template for

the report


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3. On the BCL Report sheet, make the cell references back to the Data

Definitions tab. Remember to include cell references in all cells that

should include report values calculated by RMS.

4. Remember to format the cells displaying the report start and stop time.

The relevant display format is the date followed by time, for example,

DD/MM/YY HH:SS. The template is now ready for use.

5. If you want to focus on the BCL report only, do the following:

In the RMS Task Pane, click the Options button.

Click the Select sheets to output option.

Add and remove the sheets so that you only get BCL report under

Sheets to output.


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You are ready to test your BCL report !!


2. In the Preview report dialog box, select April 19, 2007 from 0:00 to

23:59 and click OK.

Task 2: Test the report from the RMS designer


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The preview should look like this:




4. Under Run user defined report, click the RMS_Exercise_Template.xls

file. This file is the most recently used RMS template so it will be shown

directly in the RMS Control Panel.

5. In the Standard Report Options dialog box, select April 19, 2007 from

0:00 to 23:59 and click OK.

6. Click Print Preview to view the final BCL report.


Task 3: Test the

report from

Supervise


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RMS Exercise 5: Create an event-based report

You have been appointed system integrator for a coffee production plant.

The customer wants a report for each production batch.

In order to get some real value in the Data Extraction wizard, you will brew the

coffee before you start designing the report.

1. Make sure that the IGSS demo project is running.

2. On the opening picture, click the Plants button.

3. Click the Recipe button.

4. Click Select recipe.

5. Select Black coffee and click the Load button.

6. Click the Execute button to brew the black coffee. Wait for the progress

bar to reach 100 %.

7. Repeat steps 4 to 7 to brew the two other recipes: Java, cream and sugar

and Hot water.

Task description

Task 1: Brew

the coffee from

Supervise


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1. Activate the RMS exercise template again.

2. In the RMS Task Pane, click the Event List button. If the button is not visible, it has been minimized to the bottom of the task

pane. In that case, click this button.

3. Click the New button.

4. Enter the following information. - In the Event name field, type Coffee Production.

- In the Maximum event duration in sec, type 10000.

- Under Start event, click the Select button and find the Switch object in

the list. The batch production is controlled by the IGSS object named Switch. Click OK to include the object.

- In the Event start condition drop-down list, select 1,On.

- Under Stop event, click the Select button and find the Switch object in the list. The batch production is controlled by the IGSS object named

Switch. Click OK to include the object.

- In the Event stop condition drop-down list, select 0,Off.

5. Click OK.

1. Go to the Data Definitions tab.

2. Move down to the Event Report section.

Task 2: Create

the “Coffee

Production”

event

Task 3: Include

the basic data

definitions for

the event report


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3. Select the cell with the text “Event no. 1”.

4. In the RMS Task Pane, click the Add other information button - .


- Under Type, select Event xx of yy.

- Under Event Name, select Coffee Production.

- Under Event No, select 1. - Click OK.

6. Repeat steps 3 to 5 for Event no. 2 and 3.

7. Select the cell with the text “Event start time here”.

8. Click the Add other information button - .


- Under Type, select Event start time. - Under Event Name, select Coffee Production.

- Under Event No, select 1.

- Click OK.


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11. Repeat steps 7 to 10 for the event end time.

12. Select the cell with the text “Event duration here”.

13. Click the Add other information button - .


- Under Type, select Event duration.

- Under Event Name, select Coffee Production. - Under Event No, select 1.

- Click OK.



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1. Select the cell just below the object name Blend.

2. In the RMS Task Pane, click the User defined report button.

3. Click the LOG tab.

4. Find the object named CoffeeBlend.

5. Drag the object into the cell.

6. In the Data Extraction wizard, select the parameters shown in the figure below. Make sure that today’s date is chosen for the preview.

Click the Next > button.

7. On the Preview of Output page, keep the default settings and press

Finish.

8. Repeat steps 4 to 8 for all the objects using the information in the table

below.

Object name Object type Atom Reduction Interval

CoffeeBlend Digital State First value All

CoffeeCream Digital State First value All

CoffeeDose Analog Actual value

First value All

CoffeeSugar Digital State First value All

CoffeeWaterDose Analog Actual value

First value All

Task 4: Include

the data

definition for

the IGSS objects


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9. Repeat steps 4 to 8 now choosing Event number 2 for the Coffee

Production event.

10. Repeat steps 4 to 8 now choosing Event number 3 for the Coffee

Production event.

1. Go to the sheet named Event-Based Report.

2. Select the cell just below Start time.

3. Type the equal sign =.


5. Select the cell with the event start time for Event no. 1.

6. Press ENTER.

7. Select the lower right handle of the selection and expand it to the neighboring cells Stop time and Duration.

8. Again, select the lower right handle of the selection. This time expand it

downwards to fill all the cells for Start Time, Stop Time and Duration.

9. Select the cell just below Blend.

10. Type the equal sign =.


Task 5: Make

the cell

references for

the event report


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12. Select the cell just below Blend.

13. Press ENTER.

14. Select the lower right handle of the selection and expand it to cover all the ingredients.

15. Again, select the lower right handle of the selection. This time expand it

downwards to fill all the cells for the ingredients.

You are ready to test your event report.


2. In the Preview report dialog box, select today’s date and click OK.

Task 6: Test the

report from the

designer


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The preview should look like this:




4. Under Run user defined report, click the RMS_Exercise_Template.xls.

5. In the Standard Report Options dialog box, select today’s date and click OK.

6. Click Print Preview to view the final event report.


Task 7: Test the

report from

Supervise


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RMS Exercise 6: The RMS quiz

Here are a number of questions that will test your knowledge of RMS.

You will find the list of correct answers under IGSS Partner’s Corner on the 7T

website. You must be a member of Partner’s Corner to read the answers.

1. Open the 7T website – www.7t.dk.

2. Click on the IGSS logo on the front page.

3. In the Partners menu, choose The RMS Quiz. You will then be prompted

for your user name and password to Partner’s Corner.

No. Question Options Answer

1 RMS is sold as ...

A: An add-on to IGSS

B: Part of the standard version of IGSS

C: Part of the extended version of IGSS

2 Before you start designing an RMS

template, you must ...

A: Start the data collection engine

B: Start the ODBC Server

C: Start the Automation interface

D: Start the IGSS project

3 How do you provide easy access to the RMS

reports?

A: By creating a shortcut on the desktop

B: By creating a shortcut in the IGSS

program group

C: By adding the RMS Control Panel

to the User Programs menu in

Supervise

4 Where would you place your RMS templates?

A: In the report folder

B: In my IGSS project folder

C: Under Documents and

Settings\[UserName]

5 In RMS, you specify an export folder for your

reports. Where would

you place this folder?

A: In a shared folder on the IGSS server

B: In the report folder

http://www.7t.dk/


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C: In the IGSS project folder

6 RMS can generate IGSS standard reports, but

which?

A: Snapshot and Alarm Statistics reports

B: Snapshot and Periodical reports

C: Periodical reports

7 What about ERW? A: ERW works just the same as in IGSS 6.0

B: ERW will continue to live

alongside RMS

C: ERW will be discontinued when

IGSS.NET is released

8 When you want to define a new RMS

template, you can ...

A: Create a blank RMS template

B: Base it on an existing RMS

template

C: Base it on a standard report format

D: Base it on a standard Excel

workbook

9 7T recommends that you separate RMS data definitions and

presentation. But what

are the advantages of

that method?

A: You can reuse your data definitions in different presentations.

B: It will become easier to reuse the

RMS template

C: It will become easier to expand and

change your presentation when you

separate data and presentation.

D: The RMS reports will have a better

performance

10 Which object types can determine the start and

stop time for an event-

based report?

A: Analog, digital, counter and string

B: Analog and digital

C: Digital objects only.

11 When you design an event-based report for

multiple production batches, you must...

A: Create only one event number. RMS will automatically add the

following event numbers.

B: Create the number of event


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numbers that you need in the report and associate the objects with each

event number.

C: Just create the event itself and

associate the objects. RMS will

automatically assign the event

numbers.

12 How do you associate IGSS objects with an

event in RMS?

A: Select the objects and then point to the event name.

B: You must do it for each object in

the Data Extraction wizard.

C: Select the object data definitions, right-click and select Associate Event.


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