Rockwell - Information Software

Information Software
PUBLIC INFORMATION
Rev 5058-CO900E Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.
Chelsea Pepmiller, Field Service Engineer
 B.S. Chemical Engineering, University of Missouri

 Located in Kansas City
 Area of focus is Rockwell Software including:
FactoryTalk View, FT Metrics, FT Historian, FT
Transaction Manager, FT VantagePoint, FT Batch
 Additional experience in MSSQL, VBA,
Virtualization, Networks.
 Customers including: 3M, ConAgra, Monsanto,
Kelloggs, ADM, Goodyear, Clorox, etc.
PUBLIC INFORMATION Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.
Information Software
 Software that helps organize and analyze data.

 Turn raw data into useful information that can
be used for decision making in an organization
 Examples: Historians, OEE Systems, Database
Systems, etc.
FactoryTalk Metrics
PUBLIC INFORMATION
Do You Know the Answers?
Plant Management
How can we
reduce costs?
What is my first
Where are pass quality?
bottlenecks?
Scheduling
Knowledge Worker
Do we
have enough What are Machine Builder
capacity? downtime
causes?
What is my
equipment
Information Technology Quality
utilization?
Operator Control Engineering
Planning and Logistics
PUBLIC INFORMATION Maintenance Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 5
OEE – The Most Common Metric
 Overall Equipment Effectiveness (OEE) is the most
common metric for production equipment
 It is a simple performance indicator that tells you
 Is a machine producing as much as it can?
 It is the ratio of actual good parts produced vs. what
could have been produced under ideal conditions
 OEE = Actual / Ideal
 It can be used to compare the performance
between two or more machines, lines, sites, etc.
You need OEE … as a start

PUBLIC INFORMATION Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved. 6
Overall Equipment Effectiveness (OEE)
Key Performance Indicator Time Loss Causes
(KPI)
One Shift
Unavail
Sched
Available Time = Shift time – Scheduled Unavailable Time
Unavailable Time Available Time
Breaks, meetings, maintenance, etc.
Down
time
Running Time Downtime
Availability% = Running Time
Available Time Breakdowns, setups, changeovers
Total * Ideal Cycle Speed/Cycle Time Loss
Speed
Loss
Performance% = Production @ Rated Speed
Running Time Reduced speed, cycle time variation
Total – Scrap
Scrap
Quality Loss
Quality% = Good Production
Total Rejects, scrap
Overall Equipment Lost

Effectiveness (OEE) = OEE % Capacity%
Availability x Performance x Quality
Managing OEE Means Managing Cost
If you want to: You must: And that will result in:
Increase OEE Reduce: Reduced: Increased:
• Availability • Downtime • Unit costs • Production

• Performance • Unproductive • Material costs • Revenue
• Quality time • Labor costs • Profitability
• Cycle times • Capital costs
• Scrap
This is where the And the will

improvement follow!
happens
OEE ≠ Performance Improvement
 OEE is effective at measuring some key things:

 Overall Effectiveness and its 3 components
 Progress over time
 Comparative performance of machines / lines
 OEE data alone does not identify root causes which leads to improvement
 Your objective is not just to measure, but to improve
 You need detailed, machine-specific data to uncover the causes of
inefficiency
 OEE tells you the what but not the why and the how to resolve it
You need more than OEE to improve OEE

FactoryTalk Metrics
Measurement and Analysis
• A data collection platform that provides
performance and event tracking information
• Configurable Data Collection from existing PLCs and
HMIs with no changes in code required
• Customizable and scalable
• Reliable OPC-compliant data collection from any device
• Efficient, open database storage
• Accurate data in real time
• Manual data entry options
• An analysis platform that enables you to improve
productivity and reduce downtime
• 70 stock plus sample reports that are configurable
• Access to all reports with a browser
• Extensive ad-hoc reporting for analysis
• Analysis of Performance data, Event data, State data
• Custom reports leveraging SQL Server Reporting
Services (SSRS) can be created
FactoryTalk Metrics
Performance, Event, and Context Data
Performance Data
• OEE and its 3 components
• Total / Good / Scrap production counts
• Event counts and times for downtime, setup, changeovers,
waiting, idle, and more (no limit)
• Built-in state model: Running, blocked, starved, down, etc.
• Mean Time Between Failure (MTBF)
• Mean Time To Repair (MTTR)
• Other standard KPIs
Context Data
• Part ID, and user-defined fields (Operator, Work Order, etc.)
• Plant Model – Machine, Line, Area, Site
• Shift, shift occurrence, date, week, month, etc.
• Provides flexibility in reporting and analysis
Flexibility in Event Tracking
• Downtime analysis
• Equipment states
• Cycle-time analysis
• Predictive maintenance
• Intra-machine optimization
• Defect tracking
Machine-level Dashboard Example
• Real-time data for
operators
• Awareness of
problems while there
is time to react
• Everyone has the
same data
PUBLIC INFORMATION Copyright © 2013 Rockwell Automation,

12 Inc. All Rights Reserved.
Production/Performance Report Example
• OEE and 3 its components (Uptime, Throughput, Quality)
• Production counts – Total, Good, Scrap
• Available time, Downtime, Running time
• Up to nine dimensions are available for reporting
• Date/time, Plant Model, Shift, Part ID, 5 user-defined fields
• Three are used here: Plant Model (Line/Work Cell), Date/Time (Date/Hour), Shift

Event Report Example
• FactoryTalk Metrics excels as
an Event Tracking System
• A standard Event pareto report
– Identifies which Events are
causing the most inefficiency
• Event Data tells Why and How
– Why a machine is inefficient
– How it is spending its time
– How its efficiency can
improve
• Event Data is necessary
determining root cause – and
for process improvement
• Collection of Events is
configurable and unlimited
Configurable Report Parameters
• Report parameters are
exposed and configurable
• Time filtering
• Plant model filter
• Data filters
• Pareto filters
• Grouping fields –
change report layout
• Terminology and
language
• Encourages ad-hoc
reporting by users
• Reduces/eliminates the
need for report
customization

Questions?
PUBLIC INFORMATION
FactoryTalk Historian Site Edition
PUBLIC INFORMATION
Questions Only Historical Data Can Answer
Are
Plant Management
these two
process
variables
related?
Do I have
reliable Scheduling
archives? Is the Knowledge Worker
temperature
within
tolerance?
Have I set
Machine Builder
the quality
How many measurements
times has Quality accurately?
Information Technology that valve
opened?
What is the
pressure is in
Operator Control Engineering that pipe?
Planning and Logistics

PUBLIC INFORMATION Maintenance Copyright © 2013 Rockwell Automation, Inc. All Rights Reserved.
What is the Value of a Data Historian?
• Accelerate Six Sigma and Lean initiatives • Capture critical performance and quality
data in real-time
• Identify under-performing production areas
• Centralized storage repository
• Increase quality
– Enables a platform for standardization
– Identify the root causes of a problem
of data collection and reporting of key
• Improve processes performance indicators (KPIs)
– Analyze complex process data easily
• Capture time series data very efficiently
– Extreme capture speed and compressed storage
You want to RECORD
• Reduce process variability your process data
and review it back
– Verify production parameters versus at any time!
targets/norms
Improves overall operations through analysis of process and production data

Getting Data in to Historian SE
 FactoryTalk Live Data
 For Rockwell Devices, use RSLinx Enterprise
 Some older devices will required RSLinx Classic
 Use KepWare KEPServerEX for many 3rd party devices
 Or any compliant OPC-DA server to collect data
from 3rd party devices
 Direct Interface Drivers
 250+ native connectors from OSIsoft to connect to 3rd party devices
 Includes native connectivity to many 3rd party devices and generic interfaces
to databases, network devices or any OPC DA/HDA enabled device
A complete, plant wide Historian solution with connectivity

to both Rockwell and 3rd party devices at the same time
Calculation Engine and Analytics
 Internal calculation engine
 Performance equations
 Computation using one or more historian tag.
 Result is historized
 Totalizers
 Provides server side rollup summarization
(e.g. hourly avg, shift total)
 ACE – Advanced Computing Engine
 Interface for developing advance computations and operations
 Real-time SPC alarming on server
 Configurable server side SPC alarm tags that can be
monitored and analyzed for historical values
 Server performs SQC calculations to be used in
conjunction with SQC Control charts (part of ProcessBook)
 Includes X-Bar, R, Std Dev, Moving Avg, Moving Range,
Moving Std Dev, etc.
Trending and Visualization in the HMI
Integration with FactoryTalk View SE
FactoryTalk View SE Integration

 Trending of historical data
 Very fast retrieval of data
 Extend trends from days, months,
years, without speed degradation
 Utilize native trend with FactoryTalk
Historian as a data source
 Same trend you use today for
trending live or data log tags, can
point at Historian SE
 Support for Parameter passing,
dynamic pens and VBA support
 No Extra Client Pricing Required!
World Class Trending
Delivered by FactoryTalk VantagePoint EMI
 Visualize Historian SE data with

bundled VantagePoint
 Diagnose and analyze data from
any connected data source
 Access real-time and historical
data
 Powerful trend functionality -
Pan, zoom, stack & synchronize
 Publish and share trends with
others through the VantagePoint
portal
 Create Ad-hoc trends
Excel - The Most Common Reporting Tool
Delivered by FactoryTalk VantagePoint EMI
 Create powerful Excel reports

leveraging the VantagePoint Calculate,
Analyze
Excel Add-In and Format
 Retrieve data from any
connected data source (Live or Retrieve
Data From Any
Historical values)
Source
Publish to the
 Calculate, analyze and format
VantagePoint
reports using Excel functionality Portal
 Publish reports to the Portal for
viewing by anyone with access
to a browser
FactoryTalk Historian DataLink
 Create Excel reports based on

Excel Add-in Menu
 Create basic trends
 Supports Office 2010 using ribbon
menu
 Embed functions in spreadsheet
cells and provide active updates
Questions?
PUBLIC INFORMATION
VantagePoint EMI
Product Overview Customer Presentation
PUBLIC INFORMATION
Accessing that information….
Is as easy as 1-2-3!
VantagePoint allows you to store and visualize your data all from
one simple mobile interface that you can access from any PC or Tablet device!
Step 1: Install
Step 2: Select Tags
Step 3: Visualize!
Unlock the Value of Your Data
Turn silos of information into actionable information
Step 1: Capture the right information Step 3: Organize and combine the information to produce meaningful dashboards and
Machine State reports. Create advanced displays or ad-hoc based on what information you need.
Part Counters
Energy Usage Energy consumption / Production Availability x Quality x Throughput
Faults
= Energy Intensity! = OEE
Step 2: Store data values over time for analysis
Windows Trend Client
Reporting that empowers action
Advanced trend capabilities

Pan, zoom, stack, and synchronize
Logarithmic scaling
Collaborate
Create trend templates for reuse and
publish for sharing
Access Anywhere
Active X control enables FactoryTalk
ViewSE integration
Published trends accessed via web
browser
Excel Integration
Shared reports save time and money!
Easily access your data

VantagePoint Excel Add-In enables
access to all your VantagePoint data Calculate, Analyze
sources and Format
Collaborate
Create and publish reports for
collaboration Publish to the
Data Integrity VantagePoint Portal
Create and publish parameterized
reports ensuring that source
calculations are not modified.
No more manual data entry errors!
Advanced Reporting*
Information access across the enterprise
Create a wide range of enterprise

reports
Advanced reports with specific formatting
and printing requirements with access to
all of your plant system data.
Seamless integration to SQL
Server Reporting Services
Widely used Microsoft based reporting
environment seamlessly integrates into
VantagePoint model allowing you to
create the right reports for your needs all
from a single data source. One version
of the truth!
* SQL CLR requires SQL Server Express Advanced or SQL Server Standard. FactoryTalk VantagePoint now ships with SQL Server Express
VantagePoint Mobile
Providing Role-Based Information When and Where You Need It
MOBILE LANDING PAGE

 Responsive User Interface
 Support for all major mobile platforms (iOS, Android)
MOBILE MODEL BROWSER

 Mobile Favorites – personalized, available on any device
 Ad Hoc dashboard or trend creation
MOBILE CONTENT
 Excel Reports, Advanced Reports
 Trend, XY Plot charts, Database Grid
 Composer – Drag and Drop Dashboard Creation
MOBILE FIRST DESIGN

 Optimized for your browsing experience
Expansive Mobile Widget Library
Ad Hoc Reporting Made Easy. Simply Drag and Drop!
 Indicator Widget
 Value Box
 Gauges
 Linear Gauge
 Bar Chart
 Trend
 Query Table
 Time Series Table
How to Buy
Bundled VantagePoint Server
 FactoryTalk VantagePoint is bundled with FactoryTalk Historian SE

and FactoryTalk Metrics.
 Full server capability with 1 Named User.
 Installed automatically with Historian SE 4.0 – Typical installation
 Extend by purchasing more users and connectors for 3rd party systems
 VantagePoint activation must exist on the same activation server as
FactoryTalk Historian or FactoryTalk Metrics.
Questions?
PUBLIC INFORMATION
How can Rockwell Services Help You?
1. A full software solution (turn key) provides a low risk, high success offering.
 A full software solution would include software, development, start-up and support.
 A specific quote for each opportunity would be developed and delivered.
2. The Software Assistance Solution provides a packaged software solution for those who want to take
ownership for the design and development of a software solution.
3. Express Proof of Concept provides a low cost proof of concept at the customer site with the customer’s
equipment and data.
4. Troubleshooting, training, migrations, upgrades, report building and other services can be provided on an
as-needed basis
We provide support in ALL areas—not just Software support.
Software Assistance Solution
Software Assistance for customers who want to take ownership of the
design and deployment of a software solution.
 Assistance is provided at key points throughout the deployment of the

software solution to minimize risks that are inherent in software set-up.
 On the job training provides real time training for immediate needs with
application specific software
 Includes site visits to interface directly with customer during installation
Software Assistance Offerings
The Software Assistance Solution will cover the following packages:
 FT Historian and FTVantagePoint

 FT Metrics and FTVantagePoint
 FT AssetCentre
 FT ViewSE Single Server
 FT ViewSE Redundant Server
Express Proof of Concept (xPOC)
 The intent of the Express Proof of Concept (xPOC) is to remove or reduce

technical barriers that can slow down the sales cycle, leading to a faster
closing of the order.
 Fixed-scope effort limited to one day at the customer site
 Prove the concept for a very low barrier of entry ($2500)
 Gain buy-in amongst internal stakeholders
 Aid in capital requests for a larger project
xPOC Process
 Preparedness Meeting
 Ensure all qualifications are met, and the needed data is in place
 xPOC Configuration & Presentation
 Arrive with pre-loaded server
 Configure one workcell
 Present Results
 xPOC Follow-Up
 Ensure that xPOC is addressing your needs
 Schedule a time to take equipment back
Questions?
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Information Software

 B.S. Chemical Engineering, University of Missouri

 Software that helps organize and analyze data.

Operator Control Engineering

Planning and Logistics

You need OEE … as a start

Total * Ideal Cycle Speed/Cycle Time Loss

Overall Equipment Lost

Increase OEE Reduce: Reduced: Increased:

• Availability • Downtime • Unit costs • Production

This is where the And the will

 OEE is effective at measuring some key things:

You need more than OEE to improve OEE

PUBLIC INFORMATION Copyright © 2013 Rockwell Automation,

PUBLIC INFORMATION Copyright © 2013 Rockwell Automation,

PUBLIC INFORMATION Copyright © 2013 Rockwell Automation,

Planning and Logistics

Improves overall operations through analysis of process and production data

A complete, plant wide Historian solution with connectivity

FactoryTalk View SE Integration

 Visualize Historian SE data with

 Create powerful Excel reports

 Create Excel reports based on

Step 2: Store data values over time for analysis

Advanced trend capabilities

Easily access your data

Create a wide range of enterprise

MOBILE LANDING PAGE

MOBILE MODEL BROWSER

MOBILE FIRST DESIGN

 FactoryTalk VantagePoint is bundled with FactoryTalk Historian SE

We provide support in ALL areas—not just Software support.

 Assistance is provided at key points throughout the deployment of the

 Includes site visits to interface directly with customer during installation

 FT Historian and FTVantagePoint

 The intent of the Express Proof of Concept (xPOC) is to remove or reduce

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