Use Of SIMATIC BATCH Report Templates With The Information Server

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Use of SIMATIC BATCH report templates with the Information Server SIMATIC PCS 7, SIMATIC Information Server 2014 /64906050 Siemens Industry Online Support

Legal information Legal information Use of application examples Application examples illustrate the solution of automation tasks through an interaction of several components in the form of text, graphics and/or software modules. The application examples are a free service by Siemens AG and/or a subsidiary of Siemens AG ("Siemens"). They are non-binding and make no claim to completeness or functionality regarding configuration and equipment. The application examples merely offer help with typical tasks; they do not constitute customer-specific solutions. You yourself are responsible for the proper and safe operation of the products in accordance with applicable regulations and must also check the function of the respective application example and customize it for your system. Siemens grants you the non-exclusive, non-sublicensable and non-transferable right to have the application examples used by technically trained personnel. Any change to the application examples is your responsibility. Sharing the application examples with third parties or copying the application examples or excerpts thereof is permitted only in combination with your own products. The application examples are not required to undergo the customary tests and quality inspections of a chargeable product; they may have functional and performance defects as well as errors. It is your responsibility to use them in such a manner that any malfunctions that may occur do not result in property damage or injury to persons. Siemens AG 2018 All rights reserved Disclaimer of liability Siemens shall not assume any liability, for any legal reason whatsoever, including, without limitation, liability for the usability, availability, completeness and freedom from defects of the application examples as well as for related information, configuration and performance data and any damage caused thereby. This shall not apply in cases of mandatory liability, for example under the German Product Liability Act, or in cases of intent, gross negligence, or culpable loss of life, bodily injury or damage to health, non-compliance with a guarantee, fraudulent non-disclosure of a defect, or culpable breach of material contractual obligations. Claims for damages arising from a breach of material contractual obligations shall however be limited to the foreseeable damage typical of the type of agreement, unless liability arises from intent or gross negligence or is based on loss of life, bodily injury or damage to health. The foregoing provisions do not imply any change in the burden of proof to your detriment. You shall indemnify Siemens against existing or future claims of third parties in this connection except where Siemens is mandatorily liable. By using the application examples you acknowledge that Siemens cannot be held liable for any damage beyond the liability provisions described. Other information Siemens reserves the right to make changes to the application examples at any time without notice. In case of discrepancies between the suggestions in the application examples and other Siemens publications such as catalogs, the content of the other documentation shall have precedence. The Siemens terms of use (https://support.industry.siemens.com) shall also apply. Security information Siemens provides products and solutions with Industrial Security functions that support the secure operation of plants, systems, machines and networks. In order to protect plants, systems, machines and networks against cyber threats, it is necessary to implement – and continuously maintain – a holistic, state-of-the-art industrial security concept. Siemens’ products and solutions constitute one element of such a concept. Customers are responsible for preventing unauthorized access to their plants, systems, machines and networks. Such systems, machines and components should only be connected to an enterprise network or the Internet if and to the extent such a connection is necessary and only when appropriate security measures (e.g. firewalls and/or network segmentation) are in place. For additional information on industrial security measures that may be implemented, please visit https://www.siemens.com/industrialsecurity. Siemens’ products and solutions undergo continuous development to make them more secure. Siemens strongly recommends that product updates are applied as soon as they are available and that the latest product versions are used. Use of product versions that are no longer supported, and failure to apply the latest updates may increase customer’s exposure to cyber threats. To stay informed about product updates, subscribe to the Siemens Industrial Security RSS Feed at: https://www.siemens.com/industrialsecurity. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 2

Table of contents Table of contents Legal information . 2 1 Introduction . 4 1.1 1.2 1.2.1 1.2.2 1.2.3 1.3 Overview. 4 Use of report templates . 5 Using the template "BatchProductionByProducts.rdl" . 5 Using the template "BatchUnitAllocationTime.rdl" . 10 Using the template "BatchUnitAllocationTimeByDay" . 14 Components used . 16 2 Engineering . 17 3 Appendix . 18 Service and support . 18 Links and literature . 19 Change documentation . 19 Siemens AG 2018 All rights reserved 3.1 3.2 3.3 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 3

Table of contents 1 Introduction 1.1 Overview The SIMATIC Information Server offers the option of creating plant-wide reports based on the batch data stored on the SIMATIC Process Historian. In particular - in contrast to SIMATIC BATCH systems without Process Historian - the persistence of the batch data also makes it possible to create batch-independent reports at any time over any time period, for example to obtain statistical evaluations of production results or the capacity utilization of plant components. In this report 3 typical application examples are provided, with which simple and nevertheless meaningful evaluations can be provided over the archived batches and plant component occupations Table 1-1 Siemens AG 2018 All rights reserved Template file Contents BatchProductionByProducts Display of aggregated production quantities over a specified period of time BatchUnitAllocationTime Display of aggregated plant component occupancy times over a specified period with optional detailing. BatchUnitAllocationTimeByDay Display of aggregated plant component occupancy times per day Validity: SIMATIC Information Server 2014 SP3 In combination with: – SIMATIC PCS 7 V8.0 SP2* – SIMATIC PCS 7 V8.1* – SIMATIC PCS 7 V8.2* – SIMATIC PCS 7 V9.0 *) Template adaptation required, see "Engineering" section CAUTION These report templates only work if a Process Historian is available as the data source. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 4

Table of contents 1.2 Use of report templates 1.2.1 Using the template "BatchProductionByProducts.rdl" To use the report template on the Information Server, it must first be uploaded to the IS. Proceed as follows: 1. Open Internet Explorer 11 on an IS client 2. Connect to the information server (http://IS Computername) and log on as a user with IS administrator rights 3. Navigate to the menu "Administration Reporting Templates". 4. Upload the report template "BatchProductionByProducts.rdl" to the Information Server. Siemens AG 2018 All rights reserved Figure 1-1 5. Switch to the "Reporting" menu 6. Select the Production by Products template and click the Create Report button. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 5

Table of contents Figure 1-2 7. The following report parameters are requested: (1) Project: Select the project with the data source "WinCC (Process Historian)" (so not(!) the project with the data source "Batch (Process Historian)"!) (2) Start: Starting time of the evaluation (3) End: End time of the evaluation Siemens AG 2018 All rights reserved (4) Title: Title of the report (5) Ink saving: White reporting background (6) Actual Value: Evaluation of the actual batch value (instead of the planned batch size) (7) Product Color: Assign a product-specific color (instead of a color randomly selected by the report generator): For this purpose, the description field of the material selected as the product is searched for a color definition in the format color #rrggbb with rr red portion, gg green portion and bb blue portion, each in the hexadecimal number range from 00 to ff. The color assignment takes place in the Batch Control Center; example: If no color definition is found for a material, the color is derived from a material-specific internal system attribute. The following parameters can be used to adjust the display of production quantities in the diagram: (8) Digits Grouping: Grouping of digits in blocks of 3 (9) Decimal Digits: Number of digits: (10) UoM: Displayed unit of measurement (enter a space if no unit of measurement is displayed) SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 6

Table of contents Figure 1-3 1 2 3 4 5 6 7 Siemens AG 2018 All rights reserved 8 9 10 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 7

Table of contents 8. Click on the "Create parameter preset" button and assign a name. Once you have saved the parameters, you can use them as a default for future reports 9. Click on "Create report" to create the report. Enter a name to the report and specify the file format. Then click on "Save" Figure 1-4 Siemens AG 2018 All rights reserved 2 10. The report is created and uploaded to the Information Server. You can now either access the report online or export it to the specified file format. Figure 1-5 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 8

Table of contents Result Siemens AG 2018 All rights reserved Figure 1-6 NOTE The system evaluates all batches that were completed in the specified period (that is, regardless of the batch start time and the batch runtime). When summing up and graphically displaying the planned batch sizes or the actual batch values, it is assumed that all product materials are defined in the same unit of measurement and that the quantities produced in the batches under consideration are therefore comparable across products. Otherwise, a proportionally correct size display is not possible. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 9

Table of contents 1.2.2 Using the template "BatchUnitAllocationTime.rdl" You use the report template "BatchUnitAllocationTime.rdl" in the same way as the report template "BatchProductionByProducts.rdl". The following report parameters are requested: 1. Project: Select the project with the data source "WinCC (Process Historian)" (so not(!) the project with the data source "Batch (Process Historian)"!) 2. Start: Starting time of the evaluation 3. End: End time of the evaluation 4. Title: Title of the report 5. Details: In addition to the total occupancy time of the plant components, the individual occupancy times of the respective plant component are displayed with batch information; with this additional information, anomalies in the total occupancy times can be tracked specifically. 6. Ink saving: White reporting background Siemens AG 2018 All rights reserved Figure 1-7 1 2 3 4 5 6 NOTE Only the times of partial plant occupancy within the specified period are included in the calculation, even if the occupancy was started or ended outside the interval or is still pending. If the specified end time lies in the future, the occupancy time of an existing occupancy is only included up to the present time. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 10

Table of contents Result (without details) Siemens AG 2018 All rights reserved Figure 1-8 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 11

Table of contents Result (with details, Page 1 of n) Siemens AG 2018 All rights reserved Figure 1-9 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 12

Table of contents NOTE Depending on the reporting period, an error may occur during report creation, regardless of the report template, if it is exactly 25 pages long or (n * 1000) 25 pages; in this case, the following message is displayed: The error can be circumvented by extending or shortening the reporting period. Siemens AG 2018 All rights reserved The correction is planned as part of an update for the Information Server. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 13

Table of contents 1.2.3 Using the template "BatchUnitAllocationTimeByDay" You use the report template "BatchUnitAllocationTimeByDay" in an analogous way to the report template "BatchUnitAllocationTime.rdl". The following report parameters are requested: 1. Project: Select the project with the data source "WinCC (Process Historian)" (so not(!) the project with the data source "Batch (Process Historian)"!) 2. Start: Starting time of the evaluation 3. End: End time of the evaluation 4. Title: Title of the report 5. Ink saving: White reporting background Figure 1-10 1 Siemens AG 2018 All rights reserved 2 3 4 5 NOTE Only days are displayed on which at plant component occupancy has started and the respective occupancy time is fully allocated to the displayed day, even if the end of the occupancy did not take place until a subsequent day. For this reason, occupancy times 24 hours per plant component and day are displayed if necessary, which extend into subsequent days without an occupancy being displayed in subsequent days. Plant component occupancy still pending is not included in the calculation. Plant components that were not occupied in the specified period are not displayed (that is, they are not displayed as empty columns) SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 14

Table of contents Result Siemens AG 2018 All rights reserved Figure 1-11 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 15

Table of contents 1.3 Components used This application example was created using these software components: Table 1-2 Components Quantity Process Historian 2014 SP3 1 Information Server 2014 SP3 1 SIMATIC PCS 7 V9.0 SP1 1 Article number Note This application example consists of the following components: Table 1-3 Components File name 64906050 Verwendung Batch Berichtsvorlagen de Report template file BatchProductionByProducts Report template file BatchUnitAllocationTime Report template file BatchUnitAllocationTimeByDay Siemens AG 2018 All rights reserved Documentation Note SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 16

Table of contents 2 Engineering The application examples shown here were developed and tested for the SIMATIC BATCH versions V9.0 (optionally with SP1) and use version-dependent views, some of which are not available as cross-version views. Therefore, changes to the report templates are required in the following cases: The batch system(s) does not run under PCS 7 V9.0 or PCS 7 V9.0 SP 1. In this case, the version-dependent view group names "SIMATIC BATCH V9 00 00 views" must be exchanged in the dataset query: Siemens AG 2018 All rights reserved The following views are used: BatchProductionByProducts SIMATIC BATCH V9 00 00 views.vBatch SIMATIC BATCH V9 00 00 views.vMaterial BatchUnitAllocationTime SIMATIC BATCH V9 00 00 views.vBatch SIMATIC BATCH V9 00 00 views.vRecipeUnitProcedure SIMATIC BATCH V9 00 00 views.vInstance SIMATIC BATCH V9 00 00 views.vCategory BatchUnitAllocationTimeByDay SIMATIC BATCH V9 00 00 views.vRecipeUnitProcedure The batch system was upgraded from older PCS 7 versions. In this case, the dataset queries must be extended accordingly; SQL knowledge is required ("UNION ALL."). To change the report template file, the Microsoft Report Builder is required, which is installed via the PCS 7 DVD. SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 17

3Appendix 3 Appendix 3.1 Service and support Industry Online Support Do you have any questions or need assistance? Siemens Industry Online Support offers round the clock access to our entire service and support know-how and portfolio. The Industry Online Support is the central address for information about our products, solutions and services. Product information, manuals, downloads, FAQs, application examples and videos – all information is accessible with just a few mouse clicks: https://support.industry.siemens.com/ Technical Support Siemens AG 2018 All rights reserved The Technical Support of Siemens Industry provides you fast and competent support regarding all technical queries with numerous tailor-made offers – ranging from basic support to individual support contracts. Please send queries to Technical Support via Web form: https://www.siemens.com/industry/supportrequest SITRAIN – Training for Industry We support you with our globally available training courses for industry with practical experience, innovative learning methods and a concept that’s tailored to the customer’s specific needs. For more information on our offered trainings and courses, as well as their locations and dates, refer to our web page: https://www.siemens.com/sitrain Service offer Our range of services includes the following: Plant data services Spare parts services Repair services On-site and maintenance services Retrofitting and modernization services Service programs and contracts You can find detailed information on our range of services in the service catalog web page: https://support.industry.siemens.com/cs/sc Industry Online Support app You will receive optimum support wherever you are with the "Siemens Industry Online Support" app. The app is available for Apple iOS, Android and Windows Phone: 067 SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 18

3Appendix 3.2 Links and literature Table 3-1 No. Topic \1\ Siemens Industry Online Support https://support.industry.siemens.com \2\ Link to this entry page of this application example /64906050 \3\ 3.3 Change documentation Table 3-2 Date V1.0 10/2018 Modifications First version Siemens AG 2018 All rights reserved Version SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 19

SIMATIC BATCH report templates Entry ID 64906050, V1.0, 10/2018 9 G 8 d Result Figure 1-6 NOTE The system evaluates all batches that were completed in the specified period (that is, regardless of the batch start time and the batch runtime). When summing up and graphically displaying the planned batch sizes or the

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