Document Outline

• Table of Contents
• Welcome to FactoryTalk Metrics
  • What Is FactoryTalk Metrics?
  • Features and Benefits
  • Intended Audience
  • Where Can I Go for Help?
    • Get Web Support
    • Get Phone Support
    • Get Consulting Services
    • Contact Us
• Getting Started
  • The RSBizWare Architecture
  • Importing Sample Data to the RSBizWare Database
  • Connecting to the Information Services Manager
    • Using the Information Services Manager in Internet Explorer
    • Using the Information Services Manager in the Configuration Console
    • Getting Started with the Configuration Console
  • The Plant Model
    • Configuring the Plant Model
    • Loading Sample Activity Areas
• Collecting Performance Data
  • Collecting Part Count Data When the Metrics Server Manager Is Stopped
  • OEE Rating
  • Fault Metrics Ratings
    • Mean Time Between Failure
    • Mean Time To Repair
  • Configuring Activity Area Schedules
    • Time Patterns
      • Configuring Time Patterns
      • Configuring Work Day Time Patterns
      • Configuring Work Week Time Patterns
    • Composites and Schedule Exceptions
      • Configuring Composites and Schedule Exceptions
  • Configuring OEE Performance Parameters For Activity Areas
    • Configuring Data Collection
    • Configuring Cycle Time
      • Configuring a Part ID/Cycle Time Lookup List
        • Configuring the Default Cycle Time for Total Parts
        • Configuring Ideal Cycle Time Values for Individual Part Ids
        • Managing Part Id Configurations
        • Importing Cycle Time Values for Individual Part Ids
    • Configuring Part Id
    • Configuring Summarization Criteria
    • Configuring Part Count
      • Configuring Part Count Using an Unscheduled Data Point
      • Configuring Part Count Using an Unscheduled Data Point and a FTTM Expression
      • Configuring Part Count Using a FTTM Expression On a Scheduled Basis
      • Configuring a Formula
    • Availability
      • Configuring Scheduled Availability
        • Creating Shift Description Lookup Lists
        • Event Lookup Value CSV Format
      • Configuring Monitored Availability
      • Configuring Running State
    • Generating Performance Parameter Events
  • Viewing Performance Parameter Events for an Activity Area
    • System-generated Events
    • User-defined Events
    • Manual Events
    • The Recycle Bin
  • Configuring User-defined Performance Parameter Events
    • Configuring the Event Data Summary
      • Event Data Summarization Types
    • Configuring the Event Trigger
      • Event Trigger Types
        • Event Trigger Types for System-generated Events
        • Event Trigger Types for System-generated and User-defined Events
        • Event Trigger Types for Manual Events
    • Configuring the Event Value
      • Event Value Types
      • Using the Expression Editor
        • Logical and Mathematical Operations
        • Time Format and Processing Functions
        • Data Point Functions
        • Advanced Functions
      • Creating Event Value Reason Code Lookup Lists
    • Configuring the Machine State / Faults
    • Configuring the Reporting
  • Advanced Properties
    • Scheduled Part Count Collection Parameters
    • System-generated Event Data Summarization
    • Availability Interpretation Options
    • Performance Data Trending Rate
  • Machine States
    • Machine States at the Sample Enterprise
    • Prioritizing Machine States
    • Configuring Machine States
    • Mapping Machine States to User-defined Events
    • Determining Availability and Running State From Machine State
  • Configuring FactoryTalk Metrics to Perform Downtime Tracking
    • Running Versus Downtime
    • User-defined Downtime Events
    • Machine State
  • Reviewing the Status of Performance Parameters Events
  • Start Data Collection
  • Stop Data Collection
  • Manual Data Collection
• Automated Configuration
  • FactoryTalk Metrics UDT
    • UDT Tags and FactoryTalk Metrics Performance Parameters
  • Setting up Communication Between a ControlLogix Controller and FactoryTalk Metrics
    • Configuring RSLinx Enterprise
    • Importing the FactoryTalk Metrics UDT to the ControlLogix Controller
    • Creating Tags Based on the FactoryTalk Metrics UDT
    • Creating FactoryTalk Transaction Manager and FactoryTalk Metrics Configurations
      • Configuration Types
      • Configuration Flow
        • Step 1. Select the Configuration Type and Load Workcell Data
        • Step 2. Define a FactoryTalk Transaction Manager Configuration
          • PackML UDT Configuration Items
          • FTM UDT Configuration Items
        • Step 3. Register the FactoryTalk Transaction Manager Configuration for Data Collection
        • Step 4. Import Lookup Lists and Machine States
        • Step 5. Define a FactoryTalk Metrics Configuration
    • Guidelines for Modifying Imported Performance Parameters
• Analyzing FactoryTalk Metrics Data
  • Create a New RSBizWare Report
  • Insert Text, Pictures, and Hyperlinks
  • Save the Report
  • Move the Report and Set Report Permissions
  • Add a Saved Report Object to the Report
    • Adjust the Time Range For a Time-based Report Object
  • Configure the Report Object To Use Global Credentials
  • Create a New Chart
    • Step 1: Plan the Chart
    • Step 2: Select the Data On Which To Report
    • Step 3: Choose a Chart Type
    • Step 4: Describe the Data
    • Step 5: Select Summary or Detail
    • Step 6: Select the Fields To Be Charted
    • Step 7: Enter the Chart Title
    • Step 8: Filter the Data
    • Step 9: Insert Your New Chart Into the Report
  • Create a New Text Report Object
    • Step 1: Start the Text Report Object Wizard
    • Step 2: Select the Data On Which To Report
    • Step 3: Group the Records
    • Step 4: Sort the Records
    • Step 5: Format the Table
    • Step 6: Name the Report Object
    • Step 7: Filter the Data
    • Step 8: Insert Your New Table Into the Report
  • Create an OEE Box Chart
    • Step 1: Add a Chart to the Report
    • Step 2: Select an Activity Area
    • Step 3: Specify the Layout of the Chart
    • Step 4: Create a Filter
    • Step 5: Customize the OEE Bar Colors
    • Step 6: Preview Your OEE Box Chart
  • Create a FactoryTalk Metrics Detail Chart
  • Export the Report to HTML
  • Load the Report From File
• Customizing RSBizWare Charts and Tables
  • Customizing Charts
    • Working With the Component Parts of a Chart
      • Resizing a Component
      • Moving a Component
      • Deleting a Component
      • Editing the Chart Title or Text Field
      • Changing Chart Component Properties
    • Working With Chart “Pens”
  • Customizing Text Report Objects
    • Show and Hide Columns
    • Resize Table Columns
    • Aggregate, Group, Format, Sort, Chart, and Rename Columns
      • Aggregate
      • Group
      • Format
      • Sort
      • Chart
      • Rename
    • Quick Filter
• Advanced Reporting Topics
  • The Excel Add-in
  • Scheduling Report Objects and Reports
    • Schedule a Report Object
    • Schedule a Report
    • View the History of the Scheduled Task
  • Analyzing Non-RSBizWare Data
    • Create an External Data Source
    • Report Data Sources
      • Step 1: Start the Report Data Source Wizard
  • User-derived Fields
    • Create Detailed Derived Fields
    • Create Summary Derived Fields
  • Configuring Reports
• FactoryTalk Metrics Icon Definitions
  • Plant Model Element State Icons
  • Performance Parameter Event State Icons
• Object Permissions
  • Filter permissions
  • Report permissions
  • Report data source permissions
  • Report object permissions
• Report Data Sources
  • Workcell History
  • Event History
  • Machine State Data