Wonderware Factelligence

Manager

Invensys Systems, Inc.

Revision D
Last Revision: 11/4/08

Copyright
2008 Invensys Systems, Inc. All Rights Reserved.
All rights reserved. No part of this documentation shall be reproduced, stored in a
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Invensys Systems, Inc.

26561 Rancho Parkway South
Lake Forest, CA 92630 U.S.A.
(949) 727-3200
http://www.wonderware.com
For comments or suggestions about the product documentation, send an e-mail
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Contents

Chapter 1 Introduction ........................................ 7

Aim .......................................................................................7
Content.................................................................................7
Assumptions ........................................................................7
How to Use this Guide ........................................................7
Reference Material ..............................................................8

Chapter 2 Overview............................................ 9
Chapter 3 Installation and Setup .......................... 11
Client Browser Settings ....................................................11
System Settings and Privileges ........................................13
DNC Status Monitoring ....................................................15

Chapter 4 Security and the User Interface .............. 17

Login ..................................................................................17
Configurable Login Text ................................................19
Unauthorized User Lockout...........................................19
Password Expiry.............................................................19
Languages..........................................................................20
Menus and Interface Structure ........................................21
Interface Customization....................................................22
Help ....................................................................................22

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Contents

Chapter 5 Reports .............................................23

Report Selection ................................................................24
Data Filters .......................................................................25
Primary Filters ...............................................................26
Custom Filter..................................................................27
Favorites ............................................................................27
View and Print ..................................................................29
The Reporting Mechanism................................................30
Calling a Report from a Client Application .....................31
Scheduling Reports ...........................................................33

Chapter 6 History..............................................37
Chapter 7 Status Tables ......................................39
Table View .........................................................................40
Arrange Columns ...........................................................41
Change Column Heading ...............................................41
Set Auto Refresh Rate....................................................42
Data Filters .......................................................................42
Primary Filters ...............................................................42
Custom Filter..................................................................43
Views..................................................................................44

Chapter 8 Job Status..........................................47

Table View .........................................................................47
Data Filters .......................................................................48
Process Flow Diagram ......................................................48

Chapter 9 Equipment Status ................................51

Table View .........................................................................51
Data Filters .......................................................................52
Utilization KPI Charts......................................................52
DNC Status Monitoring ....................................................53

Chapter 10 Inventory Status ................................55

Table View .........................................................................55
Data Filters .......................................................................56

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Contents

Chapter 11 Labor Status .................................... 57

Table View .........................................................................57
Data Filters........................................................................58

Chapter 12 Genealogy ....................................... 59

Data Filters........................................................................59
Viewing Genealogy ............................................................60
Produced Lots Genealogy (backwards genealogy) ........61
Consumed Lots Genealogy (forwards genealogy) .........62
Lot Details and Inventory Check...................................63
Search for Lots................................................................64

Appendix A Predefined Reports............................. 65

Index .............................................. 71

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Contents

Wonderware Factelligence Manager

Chapter 1
Introduction

Welcome to Factelligence Manager (herein referred to as

Manager).

Aim
This guide will teach you how to use Manager to view status
tables and run reports on the data generated by your
Factelligence MES system.

Content
It will cover all the features currently available in Manager
and how to setup scheduled reports via the Factelligence
Supply Chain Connector module.

Assumptions
The material in this course assumes that you know very little
about Factelligence Manager and have not used the product
before, but that you are familiar with the Microsoft Windows
operating system and database concepts.

How to Use this Guide

You can use this guide as a self-paced training tool.
It is also a facilitation tool for your Factelligence instructor.
All topics covered in the training course are included in this
guide.

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Chapter 1 Introduction

Reference Material
You are encouraged to review the documentation and/or
attend the training course on Factelligence Report
Designer.

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Chapter 2
Overview

Manager provides for the following:

Tabular and graphical status of shop-floor operations

updated in real-time

Analysis of data through parameter driven reports, grids

and graphs

Sharing of information amongst users

Status Tables exist for Equipment, Labor, Jobs and WIP

Inventory status.
Forwards and backwards genealogy can be tracked via the
Genealogy Tree.
Over 75 pre-defined Reports are available to you. This
library is continually being expanded and you can write your
own custom reports to run in Manager by using the Report
Designer module.
You can create specific instances of reports or views on status
tables and save them as par of your own personal profile or
share them with other users.
Manager is a browser application that runs in Microsoft
Internet Explorer and requires no client installation. All files
are downloaded to the browser from the Web Server as
required at runtime.
Manager clients can connect to the Factelligence Web Server
via LAN or the Internet.
As you will see in the following sections Manager is very
simple to use and yet an extremely powerful data viewing
and analysis tool

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Chapter 2 Overview

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Chapter 3
Installation and Setup

In most cases, following successful Factelligence Web Server

install and setup, Manager is ready to run on any PC that
has a Microsoft Operating System and access to the server,
whether by LAN or Internet.
In all but two special cases, no install is required on client
PCs in order to run Manager.

Client Browser Settings

Manager is a browser application designed to run in
Microsoft Internet Explorer v5.1 or later.
Note As it has been developed using special features of IE it will
only run in this browser (not Netscape or others).

Manager uses Java scripting and ActiveX controls in its

screens. The default settings for Internet and Local Intranet
security in Internet Explorer are too restrictive for Manager
to run correctly and in many cases are made more restrictive
by corporate security policies.
You will need to setup a Trusted Site with minimum
security for Manager to run on your PC. To do this select
Tools -> Internet Options from the IE menu and then the
Security tab of the dialog that is displayed.

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Chapter 3 Installation and Setup

Figure 1 - Creating a Trusted Site

Create a new trusted site using the name of the Web Server
ie: http://ServerName
Select the Custom Level button. On the Security Settings
dialog box, enable the following settings:

Download unsigned active x controls

Initialze and script active x controls not marked as safe

for scripting

Figure 2 - Security Settings

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System Settings and Privileges

13

System Settings and Privileges

There are a number of Factelligence system settings and user
privileges that affect the operation of the Manager module
and how users access the various features within Manager.
These are central to the Factelligence database and are set
using the Factelligence Configurator module.
Relevant system settings are:
Root path for SCC exported report files: defines the
root location in the file system for the saving of
scheduled, exported reports. May be an absolute path or a
share name. Defaults on install to C:\Program
Files\Wonderware\Factelligence\Manager\Reports\Hi
story.
Template report files path: defines the root location in
the file system for all report layout files. May be an
absolute path or a share name. Defaults on install to
C:\Program
Files\Wonderware\Factelligence\Manager\. Any
report configured with the parameter %APP_PATH% in
its file-path will have this root path substituted at
runtime.
Default report view level: all reports are configured
with a view level (0-999). This setting defines the default
value for new reports when created. On install all
pre-defined reports have a view level of 1.
Default report maximum pages: all reports are
configured with a page limit. This setting defines the
default value for new reports when created. On install all
pre-defined reports have a maximum pages of 20.

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Chapter 3 Installation and Setup

Relevant user privileges:

May run Manager: you must have this privilege to run
Manager.
May edit global views: you must have this privilege to
be able to save status table views for users other than
yourself.
May edit global favorites: you must have this privilege
to save report favorites for users other than yourself.
May view job status: you must have this privilege to
access the Job Status table.
May view equipment status: you must have this
privilege to access the equipment status table.
May view inventory status: you must have this
privilege to access the WIP inventory status table.
May view labor status: you must have this privilege to
access the Labor Status table.
May view reports: you must have this privilege to be
able to run Reports.
May view history: you must have this privilege to be
able to view exported reports via Manager.
May view genealogy: you must have this privilege to
access the Genealogy tree.
May override maximum page length: allows you to
increase or decrease the number of pages displayed when
the report is run in Manager. Also allows you to alter the
configured value for the report in Report Designer.
Report view level: defines your view level access
(0-999) for reports. For any report, this value must be
greater than or equal to the report view level for you to
access the report.
May run Report Designer: you must have this
privilege to run Report Designer.
May edit report configuration: you must have this
privilege to configure reports in Report Designer.
May edit system reports: (Not used)
May set view level: allows you to override the default
report view level when configuring a report in Report
Designer.

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DNC Status Monitoring

15

DNC Status Monitoring

If DNC functionality is enabled as part of the Factelligence
install then Manager has the ability to display the current
status of communication with the DNC machines (see the
Equipment Status section later in this guide).
In order to display the status, Manager requires the
Factelligence Client Install on the PCs where this
functionality is required.

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Chapter 3 Installation and Setup

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Chapter 4
Security and the User Interface

Login
Before you can use the Manager, you need to ensure that the
Manager web site is added to the trusted sites and unsigned
ActiveX can be run.
To add Manager to the Trusted Sites and enable unsigned
ActiveX
1

Open Internet Explorer

Type
http://server_name/Factelligence/Manager/Manager.htm
in the Address box and press Enter. The Connect to
server_name dialog box appears.

Enter valid user ID and password and click OK.

A site blocked dialog box appears.

Click Add. The Trusted sites dialog box appears.

Make sure the option Require server verification (https:)

for all sites in this zone is cleared and click Add.

Click Close.

On the Tools menu, click Internet Options.

On the Security tab, select Trusted Sites.

10 Click Custom Level.

11 Locate the entry Download unsigned ActiveX controls.
12 Set it to Enable.
13 Locate the entry Initialize and script ActiveX controls not
marked as safe for scripting.

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Chapter 4 Security and the User Interface

14 Set it to Enable.
15 Click OK. A confirmation message appears.
16 Click Yes and click OK to close the Internet Options dialog

box.
Manager is launched via a browser using the URL
http://server_name/Factelligence/Manager/Manager.htm

Manager exhibits the same security features as other

Factelligence modules.
If Manager is licensed and an available license exists then
you are prompted with a login screen else an error message is
displayed.

Figure 3 - Simple Login Prompt

Following successful verification of your user ID and
password against the database, Manager then checks to see
that you have the required privilege to run Manager. If so
you are granted access to the main Manager interface. If
either the password or privilege is not valid then a message
is displayed.
If Factelligence has been configured to have unique
passwords then the login screen above is displayed without
the User Name field and you are required to provide a
password only.

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Login

19

Configurable Login Text

If enabled as part of the global setting for Factelligence, the
login screen can display 6 lines (or more) of configurable text
to inform users of security requirements or other such
matters.

Figure 4 - Login Prompt Displaying Configurable Text

Unauthorized User Lockout

If Factelligence is configured with Unauthorized User
Lockout enabled then, if the preset allowable number of
unsuccessful logins is exceeded within the allowable time, a
message is displayed and your login will be de-activated.

Password Expiry
If Manager detects that your password has expired it will
prompt you with a screen to allow change of password. On
successful change of password you will then be logged on to
Manager.
The password change process checks for:

Correct current password

New password is different to the current password

New password has the required minimum number of

characters

If any of these criteria are not met then an error message is

displayed.

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Chapter 4 Security and the User Interface

Figure 5 - Password Change Screen

Languages
Manager has full access to the Factelligence language tables
and will display labels, tool-tips and messages in the
language configured for you in Factelligence.
When Manager is launched the language used in the login
dialog will be that of the last user that successfully logged in
to Manager on the particular client machine. If there is no
record of the last logged on user Manager will use the default
language (English).
Your language ID is stored as a browser cookie on the client
PC. If cookies are not enabled in your browser then Manager
will not be able to remember the last logged on user
language.
Reports cannot access the language tables and will have to be
customized to suit another language.
Manager can also be launched in a language debug mode,
which will display the string ID of all valid language table
strings. This helps facilitate language table editing.
To launch Manager in this mode use the URL:
http://<server_name>/Factelligence/Manager/ManagerLa
ng.htm

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Menus and Interface Structure

21

Menus and Interface Structure

When Manager is called from the browser it will open in a
new browser window, leaving the existing browser window
minimized and opened at the last used URL. The Manager
window will not show any browser toolbars or menu bars.
This maximizes available screen space for Manager and
avoids scripting problems that can occur if the browser
navigation or refresh buttons are used.
The user interface consists of 3 distinct sections:
Main Menu: (top frame) provides buttons to access the
functions of:

Job Status

Labor Status

Equipment Status

WIP Inventory Status

Reports

Historical Reports

Genealogy

Help

Auxiliary Menu: (left frame) the options that appear here are
dependent on the selection on the main menu and relate
specifically to the active function.
Data Content: (center frame) data content is dependent on
the selections in both menus.
Access to each function on the Main Menu is privileged and
you must be granted the privilege(s) to access the function(s).
If you do not have privilege granted for a particular function
then the associated button is not displayed.
The active menu item in both menus will be highlighted to
indicate current functional context.

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Chapter 4 Security and the User Interface

Figure 6 - User Interface

Interface Customization
Being a web-based interface, all Manager files are text based
and hence you have the ability to modify any aspect of the
functionality or appearance.
Should you wish to modify the standard user interface then
please refer to the Factelligence Manager Developers Guide
and the Factelligence Manager Software Guide for
assistance.
Note Modification of the user interface is global in that it affects
all users.

Help
The Factelligence Online Help system can be accessed via a
button on the main menu. This will open the Help system in
a separate browser window.

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Chapter 5
Reports

You access the reporting feature via the Reports button on

the main menu.
Factelligence uses the popular Active Reports reporting
tool (by Data Dynamics) to provide reporting functionality.
Over 75 pre-configured reports are provided with the
Manager application. A complete list of reports, their
configuration and the associated queries can be found in the
appendices of this specification.
All reports are parameterized to some extent allowing you to
constrain the data for the report at run-time.
You can define and save sets of report parameters for quick
viewing of common reports (see the section on Favorites).
You can create your own custom reports using the
Factelligence Report Designer module and then incorporate
these to be viewed as part of the Manager application.
By using the Factelligence Supply Chain Connector
module, you are able to schedule reports to run automatically
(eg: each day or shift or job) and be saved with their data to a
file repository thus making common reports available
automatically to all users (see the section on Scheduling
Reports).

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Chapter 5 Reports

When you access the reporting feature, the Report

Favorites screen is loaded into the data content frame and
the auxiliary menu contains the options:
Select: Select the report and time period for data
collection
Filters: Select further optional data filters
Favorites: Save/retrieve report settings
View: View the selected report
At this point you may select a favorite and then view it or
proceed to the Select screen.

Report Selection
The Select screen consists of:

a tree-view of reports where reports are grouped by

category

two calendars and time boxes to select the reporting

period for data collection

Initially the calendar and time objects are hidden. When a

report is selected that requires these parameters then the
objects are displayed. By default (the first time the screen is
loaded) both periods are set to todays date.
Each user is setup in Factelligence with a report View
Level access (0-999). Each report is configured with a
required View Level (0-999). You will only see those reports
in the tree that have a view level equal to or less than your
view level access.
Following report and time period selection (if required) the
user can now proceed to display the report or continue
further to select filters.
Your selections for the report and the period start and end
date-times are remembered and when you return to the
selection screen the last used settings will be highlighted.

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Data Filters

25

Figure 7 - Report Selection Screen

Data Filters
Available filters for reports are:

Entity

Item

User

Work Order

Shift

Custom Filter

Different reports have different filter options available based

on the query used and how the report has been configured.
Report configuration is done using the Report Designer
module.
All reports provided with Manager will provide a section at
the end of the report displaying the filters settings selected
by the user for the report.
Current filter selections are remembered. When you return
to the filter screen the last used settings will be highlighted.
However, if you change report categories, all filters are
cleared.

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Chapter 5 Reports

Primary Filters
All filters except the Custom filter use objects on the filter
screen to display their options. These are the primary
filters.
Entities: a tree-view object displaying the hierarchy of
entities and any optional entity groupings that exist. You can
chose individual entities, parents or groups. Note that for
this tree only, selecting a parent will not automatically select
all children as parent entities can be reported on in their own
right. A checkbox will toggle between the display of entity
names or descriptions in the tree.
Items: a tree-view object showing items grouped by item
class. In this case, selecting an item class will automatically
select all items in that class. A checkbox will toggle between
the display of item ID or description in the tree.

Figure 8 - Report Filter Screen

Users: a tree-view of users by group. A checkbox will toggle
between the display of user ID or description in the tree.
Work Orders: a text box and a multi-select list. You may
enter a work order (or more than one, separated by commas)
into the text box, or select work orders from the list. By
default the list is not shown unless the checkbox is checked.
This is to prevent possible long delays in populating the list
when there are a very large number of work orders in the
system.
Shift: a multi-select list.
The screen also includes two buttons having the functions of:

Clear

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This will clear all current filters

Favorites

Custom

27

Will open the Custom Filter dialog

Custom Filter
The Custom Filter dialog allows you to generate more
complex filters if required. The screen consists of data entry
controls and buttons as follows:
Filter String: resultant filter SQL string
Fields: list of available fields in the query that can be
used in the filter
Operators: list of available comparison operators
Values: list of available data types
Apply: save the filter and return to the Filters screen
Cancel: cancel the option and return to the Filters screen
Clear: clear all selections and the filter string
By selecting (double-clicking) fields, operators and values you
can build up a standard SQL statement which, at run-time,
will be applied to the WHERE clause of the data query. On
selecting Apply you are returned to the main filter screen
and the custom filter is displayed in the text box. A custom
filter may be used together with primary filters.

Figure 9 - Custom Filter Dialog

Favorites
You have the ability to save, as a Favorite, the parameters
(selection and filter) used to determine the data on which a
particular report is generated. This will enable a way of
quickly retrieving particular common report instances.

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Chapter 5 Reports

For example a particular report may be run each day. Once

you have run the report you can save it as a favorite. When
you recall the favorite, the stored settings are automatically
applied to the selection and filter parameters and you can
rerun the report as is or make minor changes to the
parameters and then rerun the report.
The Favorites screen consists of data entry controls and
buttons as follows:

Stored Favorites: tree-view of currently saved favorites

Selected Favorite: for the entry of a new favorite name

Comments: a description of the favorite

Save Options: determining the access context of the

favorite

Save: save the favorite

Delete: delete the selected favorite

Figure 10 - Report Favorites Screen

Favorites can be saved as either user specific or global.
Global favorites appear to all users in the Global branch of
the tree. Favorites for the currently logged on user appear in
the My Favorites section of the tree.
In order to save favorites for users other than yourself, you
must have the required privilege. If this privilege is not
granted then the option buttons are not displayed and you
can only save favorites as My Favorites.
If the privilege is granted then you may save the favorite as
yours only, as a global favorite (all users) or to selected users.

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View and Print

29

By selecting the Multi Users Favorite option and then the

Save button you are presented with a dialog containing a
tree-view of all users who have view level access to the report
associated with the favorite. By default you are already
selected in the tree. Other users can then be selected and on
selecting Apply the favorite is saved against all selected
users.

Figure 11 - Multi User Selection Screen

View and Print

All reports will be viewed in the browser UI using the Active
Reports Viewer. The viewer provides, via a toolbar, all the
functionality required to display (single or multi-page), move
between pages, zoom and print.

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Chapter 5 Reports

Figure 12 - Report Viewer

The Reporting Mechanism

When a report layout is created using the Factelligence
Report Designer module it includes an embedded ADO
object that defines a database connection string and a SQL
query. When the report is previewed in the designer it runs
the embedded query to gather the data to report on. This
provides for an efficient, iterative design and test
environment. The resultant report layout is saved and then
Report Designer is used to configure the report to run in
Manager. Briefly this involves creating the required
query required query in the database and defining the
relationship between the report, the query and the available
filter options.
Viewing the report in Manager then involves a very different
process. The Factelligence Web Server utilizes a feature of
the reporting engine that allows the passing of a recordset to
the report layout for processing. Based on the configuration
information for the report, the Web Server will run the
appropriate query, with period and filters applied to obtain
the required data. The data is then applied to the report
layout and the report is run. The server then uses another
feature of the reporting engine, the WebCache service, to
stream the resultant report graphic to the Manager client
viewer.
Thus all the data acquisition and report processing is carried
out by the Web Server not the individual clients.

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Calling a Report from a Client Application

31

This is a very powerful mechanism as it allows a single

report file and query to be used to generate an unlimited
number of report results (by applying different filters).
Similarly if a query is written generically enough it can be
applied to multiple report layouts, further leveraging the
reporting development effort.

Calling a Report from a Client Application

The Manager application provides the user with a rich
interface, enabling them to call reports and appropriate
filters. When a report is launched, Manager actually calls a
URL that returns the report viewer, complete with report
and data, in an HTML page for viewing in a browser window.
Any other client application can do the same by calling the
appropriate URL.
The correct format for the URL is as follows (assuming a
standard Factelligence install):
http://<server_name>/Factelligence/Manager/ManagerActiv
eReport.asp?Session=<session_id>&Language=<language_i
d>&Action=View(or

Print)&Report=<report_name>&Period=<time_period_v
alues>&Filter=<filter_values>&Printer=<printer_path>(
or blank for default printer)
Time period values must be formatted as follows:
Start Time$yyyy-mm-dd hh:mm;End Time$yyy-mm-dd
hh:mm
The string may include one, both or neither of the time
periods.
Filter values must be formatted as follows:
filter1$val11,val12,val13;filter2$val21;filter3$val31,
val32
Note the comma separated values are encased in quote
marks.
The string may include one, many or no filters.
eg:
Entity$ent1,ent2;Item$item1;User$usr1,usr2;Custo
m$oper_id = 15

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Chapter 5 Reports

Some examples:
<server_name>/Factelligence/Manager/ManagerActiveRe
port.asp?
Session= 1234
&Language=1
&Action=View
&Report=Production By Period
&Period=Start Time$2002-10-14 07:00;End
Time$2002-10-31 23:00
&Filter=Entity$ent1,ent2;Shift$1
&Printer=
<server_name>/Factelligence/Manager/ManagerActiveRe
port.asp?
Session= 1234
&Language=1
&Action=View
&Report=Downtime By Shift
&Period=Start Time$2002-10-14 07:00; End
Time$2002-10-31 23:00
&Filter=Entity$ent1;Custom$duration > 300
&Printer=
<server_name>/Factelligence/Manager/ManagerActiveRe
port.asp?
Session= 1234
&Language=1
&Action=Print
&Report=Materials Usage
&Period=
&Filter=Item$item1,item2,item3
&Printer=//Server/Laser1
<server_name>/Factelligence/Manager/ManagerActiveRe
port.asp?
Session= 1234
&Language=1
&Action=Print
&Report=Specifications By Work Order
&Period=Start Time$2002-10-14 07:00; End
Time$2002-10-31 23:00
&Filter=

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Scheduling Reports

33

&Printer=
Note If no period or filter is applied or the default printer is to be
used, the parameter name must still be included in the URL.

Scheduling Reports
By using the Factelligence Supply Chain Connector (found
in the Factelligence Supervisor module) you can schedule the
running of any configured report and save the resultant
report file to a pre-determined file location.
You can schedule commonly used reports (eg: daily
production) to run once only and be available to many users
at any time without multiple hits on the database.
Furthermore the file can be saved to any of the following
formats:
RDF: Active Reports native format
PDF: Adobe format
XLS: Microsoft Excel format
RTF: Rich text format (Microsoft Word)
HTM: HTML format
This also allows the reports to be viewed outside of the
Manager application and files exported in Excel format lend
themselves to further data manipulation.
In order to schedule a report the user is required to:
1

Configure a query with the appropriate parameters

Create a report template

Configure the report

Configure the schedule

Steps 1-3 are covered in the Factelligence Report Designer

User Guide.
Step 4 will be described here for completeness. It is covered
in detail in the Factelligence Supervisor User Guide.
Note The following screenshots are from the Supervisor module.

On opening the Supply Chain Connector feature of

Supervisor, you will be presented with a screen as shown
below.

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Chapter 5 Reports

Figure 13 - Supply Chain Connector Main Screen

A right-click on the Export Schedules heading in the tree
will allow the creation of a new schedule. You will be
presented with a series of tabs on the screen, initially open
on the Summary tab. Here you will enter a name for the
schedule, enable the Automatic Trigger option and Save.

Figure 14 - Export Schedule Summary Screen

Now that the schedule has been created you configure the
various options.
Set the desired Automatic Trigger.

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35

Figure 15 - Export Schedule Trigger Screen

Select the required Query.

Figure 16 - Export Schedule Query Screen

Setup the Transport options as:

Select the Transport Type of Active Report

Determine what action to take if the file already exists.

By selecting the Create new file with datetime suffix
option the file will be created as
filenameYYYYMMDDHHMMSS.

Set the file-path of the resultant report file. Note that

when Factelligence is configured there is a general
system parameter Root path for SCC exported report
files. This determines the file system root for all
exported report files. You are free to create any
subdirectory hierarchy within this root location. When
choosing the file-path option the dialog will open to this
root location and will not let you save to a file-path
outside this location.

Select the desired export format.

Set the auto delete option. A setting of zero days will

mean the file is never deleted.

Chose the desired report template.

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Chapter 5 Reports

Figure 17 - Export Schedule Transport Screen

Determine the action to be taken after processing.

Figure 18 - Export Schedule Action Screen

Once the schedule is fully configured then the Test button
on the Summary screen will allow you to test the export. The
Logs tab will show a history of the result of all export
attempts and resultant errors if they occur.

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Chapter 6
History

The reports history feature is accessed via the History

button on the main menu.
Reports that have been exported to the file system (refer
above section) can be viewed from within Manager using this
feature.
On selecting this option you are presented with a screen
containing a tree-view of all saved exported report files. The
icons on the tree indicate the type of the file.

Figure 19 - History Screen

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Chapter 6 History

You select a report and then the View button in the

auxiliary menu. A new browser window will be opened and
the report displayed using the appropriate viewer
application. Any number of reports may be open at any time.
Note The display of the reports of particular types may require
you to install the appropriate viewer plug-in for Internet Explorer.
These are not provided with the Manager application.

Figure 20 Sample Viewing of Historical Reports

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Chapter 7
Status Tables

Four buttons in the main menu provide access to status

displays (tables) for the important production metrics of:
Jobs: Status of all jobs in the system
Equipment: Status of all entities that record utilization
Labor: Status of all currently active users
Inventory: Details of all work in process inventory
Each table is privileged and you must have the required
privilege to access the table. If the privilege is not granted for
a particular table then the button will not appear in the main
menu.
Specific details of the individual status tables will be
discussed in the following sections. Common features will be
discussed in this section.
Each time you open a status page or change the filter options,
the data is refreshed from the database.
An auto-refresh option also exists so that the data is
refreshed periodically as long as the Manager content section
is displaying the status page. This will function even if the
browser window is minimized.
You can manipulate the format of the status grid and filter
the data to suit.
On leaving a particular status screen, when another
Manager main menu option is selected, the settings for the
screen (column, filter, refresh) will be remembered. When
you return to that screen it will appear as last viewed.
Furthermore particular settings for the status table can be
saved as a View for easy retrieval later.

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Chapter 7 Status Tables

When you select one of the status options from the main
menu the appropriate status screen is loaded into the data
content frame (View mode) and the auxiliary menu contains
the options:

Filter

Views

View

Table View

Figure 21 - Status Table View Mode with Popup Menu

The columns of the table can be moved (click and drag
column header) and their width adjusted (click and drag
column separator) and the table can be sorted by up to three
levels (columns) in ascending or descending order. Click on
the column header to sort, click again to reverse the sort, and
hold the CTRL key down while clicking to invoke multiple
sorts.
Right clicking anywhere in the screen will open a popup
menu with the options:

Arrange Columns

Change Column Heading

Set Auto Refresh Rate

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41

Arrange Columns
When this option is selected from the popup menu you are
presented with a dialog containing lists of currently hidden
and visible columns. Visible columns are listed in the order
displayed.

Figure 22 - Arrange Columns Dialog

You may select one or multiple columns and transfer them
between lists using the central buttons. The buttons on the
right side provide an alternate mechanism for the
re-ordering of visible columns.

Change Column Heading

When this option is selected from the popup menu you are
presented with a dialog to allow the entry of a new column
heading. Note that the target column is that which the
mouse was over when the popup menu was opened.

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Chapter 7 Status Tables

Figure 23 - Change Column Heading Dialog

Set Auto Refresh Rate

When this option is selected from the popup menu you are
presented with a dialog to allow the data refresh rate for the
screen to be altered.
By default the refresh rate is 300 seconds (5 minutes) and
this has no upper limit but does have a lower limit of 60
seconds.

Figure 24 - Set Auto Refresh Rate Dialog

Data Filters
When this option is selected from the auxiliary menu you will
be provided with a user-friendly screen to assist in the
creation of a data filter (similar to the Filter screen in the
Reports section). The filter created will be applied to the
table data when next viewed and at every subsequent refresh
until the filter is changed or a new view is selected.

Primary Filters
The following filters are available for status tables. Not all
filters are relevant to all tables.

Wonderware Factelligence Manager

Filter

Type

Applies to Status Tables

Entity
Item
User
Work Orde
Shift
Job State
Entity State
Item Grade

Tree-view
Tree-view
Tree-view
Textbox & List
List
List
List
List

All
Job, Inventory
Labor
Job, Inventory
Job
Equipment
Inventory

Data Filters

Item State
Category
Department
Completed Jobs
Cancelled Jobs
Custom

List
List
List
Textbox
Textbox
Dialog

43

Inventory
Labor
Labor
Job
Job
All

Figure 25- Job Status Filter Screen

Each filter screen also includes 2 buttons having the
following functions:

Clearclear all current filters

Customopen the Custom Filter dialog

Custom Filter
The Custom Filter dialog allows you to generate more
complex filters if required. The screen consists of data entry
controls and buttons as follows:
Filter String: resultant filter SQL string
Fields: list of available fields in the query that can be
used in the filter
Operators: list of available comparison operators
Values: list of available data types
Apply: save the filter and return to the Filters screen
Cancel: cancel the option and return to the Filters screen
Clear: clear all selections and the filter string
By selecting (double-clicking) fields, operators and values you
can build up a standard SQL statement which, at run-time,
will be applied to the WHERE clause of the data query. On

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Chapter 7 Status Tables

selecting Apply you are returned to the main filter screen

and the custom filter is displayed in the text box. A custom
filter may be used together with primary filters.

Figure 26 - Custom Filter Dialog

Views
Views are a very similar concept to the Report Favorites
discussed previously.
Once you have setup the table to display information in a
particular way (columns, sorts, filters) you may save this as a
View. Multiple views may be saved for a given status table.
The Views screen consists of data entry controls and
buttons as follows:
Stored Views: tree-view of currently saved views
Selected View: for the entry of a new view name
Comments: a description of the view
Save Options: determining the access context of the
view
Save: save the view
Delete: delete the selected view

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Figure 27 - Status Table Views Screen

Views can be saved as either user specific or global views.
Global views appear to all users in the Global branch of the
tree. Views for the currently logged on user appear in the
My Views section of the tree.
In order to save views for users other than yourself, you must
have the required privilege. If this privilege is not granted
then the option buttons are not displayed and you can only
save views as My Views.
If the privilege is granted then you may save the view as your
view only, as a global view (all users) or to selected users.
By selecting the Multi Users View option and then the
Save button, you are presented with a dialog containing a
tree-view of all users that have the privilege to view the
status table in question. By default you are already selected
in the tree. Other users can then be selected and by invoking
the Apply command, the view is saved against all selected
users.

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Chapter 7 Status Tables

Figure 28 - Multi User Selection Screen

When a view is selected and you return to the View screen,
the data table automatically configures itself to the saved
view settings and the data is refreshed using the saved filter
values.

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Chapter 8
Job Status

Refer to the Status Tables section for information on the

common functionality of all the status tables.

Table View
On selecting Jobs from the main menu the user is provided
with a status table showing the current status information
for each work order in the system.

Figure 29 - Job Status Table

The data in the table is refreshed on opening the screen or
altering the filter and periodically at the configured refresh
rate while the screen is open.

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Chapter 8 Job Status

Data Filters
Available data filters are: Entity, Item, Work Order, Job
State, Custom
The Job Status screen also has two specific time based filters
to allow the display of cancelled and completed jobs to be
limited historically, thus preventing very large datasets
being pulled from the database and adversely affecting
application performance. A value of 0 for these filters will
cause all jobs of that type to be displayed.

Figure 30 - Job Status Filter Screen

Process Flow Diagram

If you double-click on any job in the table a process flow
diagram for the associated work order will open.
The diagram consists of:

An object for each operation defined for the work order

An object for each sequence (entity) within the operation

The current state of the sequence is reflected in the color
of the object and the quantity required and produced is
displayed
If the current state is RUNNING then the entity
displayed is the run entity else the target scheduled
entity is displayed.

Arrows between objects show the process flow and

indicate the % production allocation to each path

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49

Figure 31 - Process Flow Diagram

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Chapter 8 Job Status

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Chapter 9
Equipment Status

Refer to the Status Tables section for information on the

common functionality of all the status tables.

Table View
On selecting Equipment from the main menu the user is
provided with a status table showing the current status of
each entity in the system for which utilization monitoring
capability is enabled.

Figure 32 - Equipment Status Table

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Chapter 9 Equipment Status

The data in the table is refreshed on opening the screen or

altering the filter and periodically at the configured refresh
rate while the screen is open.

Data Filters
Available data filters are: Entity, Entity State, Custom

Figure 33 - Equipment Status Filter Screen

Utilization KPI Charts

If you double-click on any entity in the status table a dialog
will open containing a series of utilization KPI charts for that
entity.
The KPI screen consists of:

A stacked bar chart showing the relative (%) and actual

(hh:mm:ss) time in each defined utilization state.
Clicking on the bar chart will change the context of the
other bar charts to reflect the chosen state.

A bar chart showing the time in minutes for each state

reason group
Clicking on any bar will change the context of the reason
chart to that group

A bar chart showing the time in minutes for each state

reason

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53

Option buttons for selecting the time period for analysis:

This Shift

Last Shift

This Day

Last Day

Last 24 hours

Figure 34 - Utilization KPI Charts

DNC Status Monitoring

If the client PC has the Factelligence client install, then for
all entities that are configured for DNC capability, Manager
will display the status of communication with those entities
via three columns:
DNC Status: displays a color coded status message (Idle =
blue, Download = green, Upload = magenta, Offline =
red).
Filename: if the status is file upload or download this will
display the name of the file being transferred.
Pct Complete: if the status is file upload or download this
will display the percent progress of the operation.
Note DNC status monitoring requires the Factelligence client
install on the PC. If Manager cannot find the required client files
an error message will be displayed on startup.

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Chapter 9 Equipment Status

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Chapter 10
Inventory Status

Refer to the Status Tables section for information on the

common functionality of all the status tables.

Table View
On selecting Inventory from the main menu you are
provided with a status table showing the current details of all
work in process (WIP) inventory in the system.
Note that WIP inventory is defined as any in process
material that has been configured to be monitored as WIP by
Factelligence.

Figure 35 - Inventory Status Table

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Chapter 10 Inventory Status

The data in the table is refreshed on opening the screen or

altering the filter and periodically at the configured refresh
rate while the screen is open.

Data Filters
Available data filters are: Entity, Item, Work Order, Item
Grade, Item State, Custom

Figure 36 - Inventory Status Filter Screen

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Chapter 11
Labor Status

Refer to the Status Tables section for information on the

common functionality of all the status tables.

Table View
On selecting Labor from the main menu you are provided
with a status table showing the current status information
for all labor resources currently active in the system.

Figure 37 - Labor Status Table

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Chapter 11 Labor Status

The data in the table is refreshed on opening the screen or

altering the filter and periodically at the configured refresh
rate while the screen is open.

Data Filters
Available data filters are: Entity, User, Work Order, Labor
Category, Labor Dept, Custom

Figure 38 - Labor Status Filter Screen

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Chapter 12
Genealogy

The genealogy analysis feature is accessed via the

Genealogy button on the main menu.
This feature provides you with the ability to trace the
complete genealogy (forwards or backwards) of any materials
lot (produced or consumed) managed by the Factelligence
application.
Access to the Genealogy feature is privileged. If you do not
have the required privilege then the button will not be
available on the main menu.

Data Filters
When the feature is first opened the user is presented with
the Filter screen. A number of filters are available to limit
the scope of the data analysis as the amount of such
information within the database can become very large.
Filters provided are:

Start and End Time

Item

Work Order

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Chapter 12 Genealogy

Figure 39 - Genealogy Filter Screen

A Clear button is provided to clear all filters.
Note The filter selections will cause the data returned to be
constrained exactly by those filters. This may mean that the full
genealogical information about a particular lot may not be
returned in the initial pass if certain historical information falls
outside the period selected (for example). This is deliberate so as
to minimize the amount of unwanted data returned. So it is
important to set the filters so that the data returned at least
contains the primary lot (finished good or consumed material)
that requires analysis. Once this is established further drilldown
to the genealogy is then possible.

The auxiliary menu contains two buttons - Filter and

View - for navigation between screens.

Viewing Genealogy
The Genealogy screen presents you with a tree-view of
produced and consumed lots together with a list of unique
lots numbers.

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61

Figure 40 - Genealogy Screen

The tree-view hierarchy is as follows:
Work Order ID
|____ Operation ID : Entity Name
|
|____ Produced
|
|____ Lot No : Item Desc
|
|____
|____ Consumed
|____ Lot No : Item Desc
|____

Produced Lots Genealogy (backwards genealogy)

Double-click on any produced lot will expand the tree to show
the full backwards genealogy of this lot ie: all the lots that
were consumed making this lot and the backwards genealogy
of those component lots right back to the original raw
materials.
Note The drilldown operation will invoke a number (one or more)
of iterative database searches based on the lot number (and
subsequent component lots) to supplement the original data with
that required to complete the genealogy for the chosen lot. With
a large database this may take some time.

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Chapter 12 Genealogy

Figure 41 - Produced Lot Backwards Genealogy

Consumed Lots Genealogy (forwards genealogy)

Double-click on any consumed lot will expand the tree to
show the full forwards genealogy of this lot ie: all the
produced lots that consumed this lot and the forward
genealogy of those produced lots right through to final
products.
Note The drilldown operation will invoke a number (one or more)
of iterative database searches based on the lot number (and
subsequent produced lots) to supplement the original data with
that required to complete the genealogy for the chosen lot. With
a large database this may take some time.

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63

Figure 42 - Consumed Lot Forwards Genealogy

Lot Details and Inventory Check

By right clicking any lot in the tree a dialog is presented
displaying the work order, operation and sequence pertaining
to the lot.
If you select the OK dialog button then Manager will go to
the Inventory status screen filtered by the selected item and
lot. This is a quick way of searching for any lot in WIP. On
return to Genealogy the tree-view is restored with the
selected lot highlighted.

Figure 43 - Lot Details Dialog

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Chapter 12 Genealogy

Search for Lots

By selecting one or more lots in the lot list and then Go the
tree will be expanded to all instances of the chosen lot(s) and
they will be highlighted.
Note The search operation will invoke a number (one or more) of
iterative database searches based on the lot (and related
genealogy) to supplement the original data with that required to
complete the genealogy for the chosen lot. With a large database
this may take some time.

Figure 44 - Lot Searching

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Appendix A
Predefined Reports

The following predefined reports are included with

Factelligence and available in Manager. They are listed by
category (how they appear in the reports tree).

Category

Report

Description

Production

Production by Period

Display production data by item

class/item over a given time period

Production By Work
Order

Display production data by work order

over a given time period

Production By Entity

Display production data by entity over a

given time period

Production By Entity
Group

Display production data by parent

entity over a given time period

Production By Shift

Display production data by entity/shift

over a given time period

Shift Production
Trend

Display line graphs of production by

shift for entities over a given time
period

Job Status

Display job status for a given time

period (similar to Queue screen)

Job Event History

Display job event data by work order

over a given time period

Queue Time

Calculates the estimated queue time for

work orders on the selected entities

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Appendix A Predefined Reports

Category

Report

Description

Rejects

Rejects Analysis

Display pareto graphs of rejects by

reason and group

Rejects By Period

Display rejects data by item class/item

over a given time period

Rejects By Work Order

Display rejects data by work order over

a given time period

Rejects By Entity

Display rejects data by entity over a

given time period

Rejects By Shift

Display rejects data by entity/shift over

a given time period

Consumption By
Period

Display consumption data by item

class/item over a given time period

Consumption By Work
Order

Display consumption data by work

order over a given time period

Consumption By
Entity

Display consumption data by entity

over a given time period

Consumption By Shift

Display consumption data by

entity/shift over a given time period

Materials
Reconciliation

Display usage against standard by item

over a given time period

Waste Analysis

Display pareto graphs of waste by

reason and group

Waste By Period

Display waste data by item class/item

over a given time period

Waste By Work Order

Display waste data by work order over a

given time period

Waste By Entity

Display waste data by entity over a

given time period

Waste By Shift

Display waste data by entity/shift over a

given time period

Utilization Analysis

Display bar graph of utilization data

Utilization By Period

Display utilization data by entity over a

given time period

Utilization By Work
Order

Display utilization data by entity/work

order over a given time period

Utilization By Item

Display utilization data by entity/item

over a given time period

Consumption

Waste

Utilization

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Category

Report

Description

Utilization By Shift

Display utilization data by entity/shift

over a given time period

Utilization Event Log

Display chronological event log for

entities

Downtime Analysis

Display pareto graphs of downtime by

reason and group

Downtime By Entity

Data and chart of downtime occurrences

by reason for selected entities

Downtime By Period

Display downtime data by entity over a

given time period

Downtime By Work
Order

Display downtime data by entity/work

order over a given time period

Downtime By Item

Display downtime data by entity/item

over a given time period

Downtime By Shift

Display downtime data by entity/shift

over a given time period

Labor By Period

Display labor data by category over a

given time period

Labor By Work Order

Display labor data by work order over a

given time period

Labor By User

Display labor data by user over a given

time period

Labor By Shift

Display labor data by shift over a given

time period

Labor Usage Log

Display chronological labor usage by

user

Labor Variance By
Work Order

Display labor variance for a work order

Traceability

Traceability By Work
Order

Display WIP status of work orders

including step status

Genealogy

Genealogy By Work
Order

Display materials consumed details for

produced goods

Usage By Item

Display lot usage data for all consumed

items over a given time period

Certification History

Display certification data by work

order/step over a given time period

Downtime

Labor

Certification

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Appendix A Predefined Reports

Category

Report

Description

Specification

Specifications By
Work Order

Display actual and standard

specification data by work order over a
given time period

OEE

OEE By Period

Display OEE data by entity over a given

time period

OEE By Shift

Display OEE data by entity and shift

over a given time period

OEE By Shift Trend

Data and trend of OEE KPIs by shift for

selected entities and shifts

OEE By Item

Display OEE data by entity and item

over a given time period

OEE By Work Order

Display OEE data by entity and work

order over a given time period

OEE By Entity

Data and bar chart of OEE for selected

entities

Performance By Work
Order

Display performance statistics for

entities by work order

Audit Trail History

Display all audited table data changes

over a given time period

Audit Trail Summary

Display summary of number of audit

trail entries by table over the given
period

Table bom_item
Changes

Display audited data changes for the

bom_ver table over a given time period

Table item_cons
Changes

Display audited data changes for the

item_cons table over a given time period

Table labor_usage
Changes

Display audited data changes for the

labor_usage table over a given time
period

Table item_prod
Changes

Display audited data changes for the

item_prod table over a given time period

Table bom_ver
Changes

Display audited data changes for the

bom_ver table over a given time period

Data Log 16

Display data log values for a work order

Data Log 48

Display data log values for a work order

Work Order Costs

Display labor and machine costs for a

work order

Audit Trail

Data Log

Cost

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Category

Report

Description

Barcode

Barcode Sample

Display sample barcode label for

standard printer

DNC

DNC Acitivity Log

Display events in the dnc_log table

Inventory

Inventory Transfer

Display inventory transfer transactions

Inventory Status

Display inventory location status and

contents

Yield

Yield By Work Order

Display yield statistics by work order

Lean Mfg

Current vs Minimum
Inventory

Display the current vs minimum

inventory levels for items where a
minimum is defined

Kanban Job
Frequency

Display (and graph) the number of jobs

released per day for Kanban items only
for a given time period

Kanban Job Status

Display job status for Kanban items

only for a given time period

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Appendix A Predefined Reports

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Index

A
Aim 7
Assumptions 7

History 37
How to Use this Guide 7

Calling a Report from a Client

Application 31
Client Browser Settings 11
Content 7

Installation and Setup 11

Integration with Lighthouse SPC 15
Interface Customization 22
Introduction 7
Inventory Status 55

Data Filters 25, 42, 48, 52, 56, 58, 59

Custom Filter 27, 43
Primary Filters 26, 42
DNC Status Monitoring 15, 53

E
Equipment Status 51

F
Favorites 27

G
Genealogy 59
Genealogy Tree 9

Job Status 47

Labor Status 57
Languages 20
Login 17
Configurable Login Text 19
Password Expiry 19
Unauthorized User Lockout 19

M
Menus and Interface Structure 21

O
Over 75 pre-defined Reports 9

Help 22

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Index

P
Process Flow Diagram 48

R
Reference Material 8
Report Selection 24
Reports 23

S
Scheduling Reports 33
Security and the User Interface 17
Status Tables 9, 39
System Settings and Privileges 13

T
Table View 40, 47, 51, 55, 57
Arrange Columns 41

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Change Column Heading 41

Set Auto Refresh Rate 42
The Reporting Mechanism 30

U
Utilization KPI Charts 52

V
View and Print 29
Viewing Genealogy 60
Consumed Lots Genealogy (forwards
genealogy) 62
Lot Details and Inventory Check 63
Produced Lots Genealogy (backwards
genealogy 61
Search for Lots 64
Views 44