datamiser setup guide - plantfloordatacollection.com · datamiser setup guide ... before you get...

Datamiser Setup Guide

Savance

1111 W. Oakley Park Rd. Ste 103, Commerce Township, MI 48390

Phone: 248-478-2555 | Fax: 248-478-3270

www.savancedatamiser.com | [email protected] | www.savance.com

© 2013

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Savance Datamiser • www.savancedatamiser.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

Table of Contents

What is Datamiser? 3

Set Up RSLinx 4

Set Up a Database Connection 5

Set Up an OPC Connection 7

Organizing Groups 7

................................................................................................................................... 81 Create Groups

................................................................................................................................... 82 Copy Groups

................................................................................................................................... 93 Delete Groups

................................................................................................................................... 94 Move Items Across Groups

................................................................................................................................... 105 Delete Items From Groups

Set Up Control Connections 10

Set Up Tags (and Triggers) 11

................................................................................................................................... 111 Get Tag Addresses

................................................................................................................................... 122 Create Tags

Set Up a Transaction 13

Set Up Transaction Actions 15

................................................................................................................................... 151 Types of Transaction Actions

................................................................................................................................... 162 Transaction Action for Printing

................................................................................................................................... 173 Transaction Action for Database Logging

................................................................................................................................... 174 Transaction Action for Returning Data

Datamiser Runtime and Dispatch 18

................................................................................................................................... 181 Start Runtime

................................................................................................................................... 202 Start Dispatch

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What is Datamiser?Knowledge is essential and in manufacturing it can cost you! Datamiser is an SPC softwarepackage that gives you floor plant information about what is happening on your plant floor instantly,not after the problem, later that day, or week, but instantly. With this amazing tool you can now beproactive with delays, anticipate exceptions, and have your plant run smoothly and efficiently. If youneed good data collection techniques to stay in the manufacturing or distribution business, this isthe best solution for you!

Datamiser allows users to see pertinent plant floor information from anywhere in the world. You cansee what is happening on your plant floor such as delays, exceptions, or faulty equipment; all from acontrol room, manager's office, president suite, or anywhere in the world.

For more information on Datamiser, visit http://www.savancedatamiser.com.

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Set Up RSLinxBefore you get started with Datamiser, you are going to need to set up your OPC Server. If you areusing RSLinx, you must configure your driver for RSLinx. Then you will need to set up Processors inRSLinx. To set up Processors, follow these instructions:

1. In RSLinx, go to DDE/OPC > Topic Configuration.2. In the DDE/OPC Topic Configuration window, browse to your processor and select it, as

seen below. Then click to set up this processor, and give it a unique name.

3. When you are finished, click and then click . Now you are ready to goto Datamiser and setup Runtime!

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Set Up a Database ConnectionFirst of all, you are going to need to configure the connection to your organization’s database(s).This is different than the Datamiser database that was specified during the installation (this can bechanged at any time by going to Management > Settings). The Database Connection that needs tobe set up for runtime allows you to connect to a separate database that is specific to yourorganization, meaning that it can be customized to fit your organizations needs! In order to set thisup, follow these instructions:

1. In the Admin tab of the main Datamiser window, click on Database Connections. TheDatabase Connections window will pop up.

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3. To create a new connection, click . Now the Add Database Connection windowwill pop up.

4. Give this connection a unique Connection Name and then click in orderto specify the SQL connection information. The SQL Connection window will come up next.

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5. Here is what needs to be filled out in this window:a. Fill in the Server Name (or IP Address) that the database is on.b. Select what authentication method you would like to use when logging into the SQL

Server, and specify the Username and Password if you select Use SQL ServerAuthentication.

c. Select which database you would like to connect to on the Server you selected. Thedatabase can be selected from the dropdown menu, or it can be attached as a file.

d. For advanced configuration (optional), click on .6. To verify that you have configured the settings correctly for your database connection,

click .

7. Once the test connection succeeds, you can click in the SQL Connection

window and then in the Add Database Connection window. You are nowfinished with the setup of your Database Connection.

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Set Up an OPC ConnectionOnce you have setup Datamiser’s Database Connections, you will be able to set up the OPC ServerConnections. An OPC (Open Process Control) Server Connection is how your PLC willcommunicate to Datamiser. Here are the instructions for setting up an OPC Connection:

1. In the Admin tab of the main Datamiser window, click on OPC Server Connections. TheOPC Server Connections window will pop up.

2. To create a new connection, click . Now the Add OPC Server Connectionwindow will pop up.

3. Give this connection a unique Connection Name and then specify the OPC Server URL.4. Change the Update Rate as well, if necessary. The default is 1.

5. When you are finished, click to create your new OPC Server Connection.

Organizing Groups

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Before creating Datamiser’s Control Connections, Tags, and Transactions, youwill want to set up a group structure. This can be seen in the main Datamiserwindow and in the window for each of these items. Items can be moved acrossgroups at any time, and groups can always be resorted. All items can beviewed at once by selecting the All folder in the content pane.

5.1 Create GroupsTo create a brand new group, click on to bring up the Create Group window. Enter

your new group name and then click . You can rename a group at any time by clicking

.

5.2 Copy Groups

If you would like to clone (copy) a group and its items, select the group and click . Thiswill bring up the Clone Group window. Be sure to choose whether you would like to Clone AllContent in the folder (Control Connections, Tags, and Transactions). If you don’t clone all content,you will only clone the items that are currently displayed (so if you are in the Define ControlConnections window, you can choose to only clone Control Connections, as seen below). Once

you are finished, click . Then the item will be added to at the root of the content pane.

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5.3 Delete GroupsTo delete a group, select the group and click . Warning: This will permanently delete allinformation within the folder you selected. Be sure not to delete any information that is being used!

5.4 Move Items Across GroupsTo move an item from one group to another, you can simply drag and drop the item from its originalfolder to the destination folder. However, an easier method would be to select the item and click

. This button also allows you to move multiple items at once (all selected items will bemoved). This will bring up the Group Picker window. Simply select the Group you want to move the

items to, and then click .

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5.5 Delete Items From GroupsWhen you delete an item, you can delete it entirely or you can simply remove it from one Group. Todelete an item from only one Group, select the item in the Group you want to remove it from and

then click . To delete an item from ALL groups, select the item and click thecorresponding “Delete...” button (depends on what item you are deleting):

Warning: This will permanently delete the selected items. Be sure not to delete any information thatis being used!

Set Up Control ConnectionsOnce you have set up your Groups in Datamiser, you can set up Control Connections. These will bethe connections to your PLC’s, which is where Triggers and Tags will be monitored. Follow theinstructions below to set up Datamiser’s Control Connections:

1. In the Admin tab of the main Datamiser window, click on Control Connections. TheDefine Control Connections window will pop up.

2. To add a new Control Connection, select the folder you would like to place the newconnection in. There will be a blank row below all other Control Connections (or it will be atthe top if no other connections currently exist).

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3. Give a unique name to your new Control Connection.4. Fill in the correct Link Topic. The Link Topic is the name of the Processor as it is found in

the OPC Server. This was configured when you Set Up RSLinx.5. Lastly, select the OPC Connection, which is the OPC Server that this Processor is on.

6. To make sure that you configured everything correctly, click . If the TestConnection succeeds, you will see the following message:

7. Once you are finished setting up all Control Connections, click and close.

Set Up Tags (and Triggers)Once you have configured all of your Control Connections, you will be able to set up the Tags thatwill be used by your Transactions. Datamiser gets all of it’s information by monitoring Tags (whichincludes Triggers). Datamiser waits for a Trigger to be toggled on in the Processor, and this causesa Transaction to be fired. Tags can also be stored internally in Datamiser (not from a Processor) tostore information as necessary.

7.1 Get Tag AddressesBefore getting started with setting up Processor Tags, you will need to find the Tag Address for eachtag so that Datamiser knows what Tag to connect to in the Processor. To do so, follow these steps:

1. Open RSLinx and select the Processor that you are setting up Tags for.2. Go to Station > Data Monitor. This will bring up the Data Table Monitor window.

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3. As seen in the screenshot above, a list of all Tags in this Processor will be displayed. Let’ssay you want to add a Tag that is at the root (it is not under a section of Tags), such as the ARD_Cycle_Start Tag that is circled. Then your Tag address would simply be the name ofthe tag (in this case, “ARD_Cycle_Start”).

4. However, let’s say you want to add a Tag that is not at the root, such as the PRE Tag that iscircled. In this case, the Tag address would be {GroupName}.{TagName}. So since theGroup name of PRE is ARD_Counter, the Tag address for this Tag would be“ARD_Counter.PRE”.

5. Once you know the address of the Tag you want to create, you can create this Tag inDatamiser.

7.2 Create Tags1. In the Admin tab of the main Datamiser window, click on Tags. The Define Tags window

will pop up.2. To add a new Tag, select the folder you would like to place the new Tag in. There will be a

blank row below all other Tags (or it will be at the top if no other Tags currently exist).

3. Give a unique name to the Tag.4. If you are creating a Tag in Datamiser that references a Tag in a Processor, enter in the

TagAddress. However, if this Tag does not reference a Tag in a Processor (because it ismeant to store data within Datamiser), then you will not need to enter in the TagAddress.Instead, you can check the Internal checkbox so that this Tag is marked for internal useonly.

5. If this tag is a Trigger that fires Transactions, check the Trigger checkbox.

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6. Lastly, select the Control Connection in the last column, which is the Processor that thisTag belongs to (unless the Tag is internal).

7. If you want to verify that the TagAddress and the Control Connection are correct, click

. If the Test Connection succeeds, you will see the following message:

Once you are finished setting up all Tags, click and close.

Set Up a TransactionOnce you have set up your Tags and Triggers, you are ready to set up your Transactions inDatamiser! Once a Trigger is fired, the corresponding Transaction will gather the necessaryinformation and create a Transaction Action if specified. Runtime processes all of its informationthrough Transactions. To set up Transactions, follow these instructions:

1. In the Admin tab of the main Datamiser window, click on Transactions. The DefineTransactions window will pop up.

2. To add a new Transaction, select the folder you would like to place the new Transaction in.

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Then click . This will bring up the Transaction Details window.

3. First of all, give a unique name to the Transaction.4. Select a Trigger from the drop-down list (you can choose from any Trigger that you have

created, and they will be sorted based on what group they are in).5. Before selecting your object type, you will need to choose your Database Connection.

This will determine which database you will be editing. The Stored Procedure or Table thatyou choose will be from whichever Database you select.

6. Next, you will pick the Object Type. If you choose Stored Procedure, the Object Namewill display all the Stored Procedures from the selected database. Then you can click

to automatically fill in all parameters for the Stored Procedure and their types.7. If you choose Table for the Object Type, the Object Name will display all the Tables from

the selected database. Then you can click to automatically fill in all columns inthe table and their types.

8. Now that you have the columns listed, you can enter in a formula for each column orparameter. You can insert Tags or functions by selecting the Formula column and thendouble-clicking on a Tag or Formula in the object viewer.

9. If you would like to enable this Transaction, be sure to check Enabled at the top.

10. When you are all done, be sure to click .11. Optionally, you may add a Transaction Action here. This will be covered in the next section.12. In the Define Transactions window, you can edit your Transactions at any time by

clicking .

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Set Up Transaction ActionsWhen a Transaction is fired, you have the option to also fire a Transaction Action. This allows youto, for example, print information each time the Transaction is fired. Follow the steps below thecreate a Transaction Action:

1. In the Admin tab of the main Datamiser window, click on Transactions. The DefineTransactions window will pop up.

2. To edit a Transaction, click next to that Transaction. This will bring up theTransaction Details window.

3. To edit the Transaction Actions, click on . This will bring up the TransactionAction Manager.

9.1 Types of Transaction ActionsIf you drop down the menu for the Action Type, you will notice 3 different options: Print, ReturnData, and Log to DB. The next few sections will explain how to set up each Action Type.

Also, there are Manual and Automatic Actions. On the top-right of the Transaction Action

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Manager, you will notice the Automatic checkbox. If this is checked, the Action is Automatic, whichmeans that this Action will occur every time the Transaction is fired. If this is unchecked, the Actionis Manual, which means that this Action will only occur if an Automatic Action tells it to. Notice thatwhen Automatic is checked, the Results Options section appears.

These drop-down menus will allow you to select all Manual Actions, which will occur based onwhether the Automatic Action fails or succeeds. For example, let’s say that your Automatic Actionprints a label. If the print succeeds, you may want to write to the database that the print succeeded.If the print fails, you may want to write to the database that there was an error (the printer is out of

paper, the printer is disconnected, etc.). By pressing , you can create the Manual Actionsthat write different things to the database based on whether or not the print succeeded. You canalso have it run custom Stored Procedures. This information is detailed in the following sections.

9.2 Transaction Action for PrintingIf you would like to print something every time the current Transaction’s Trigger is fired, follow thesesteps:

1. In the Transaction Action Manager, click to create a new Transaction Action.2. Make sure the Action Type is set to Print.3. Give the Action a unique Name.4. To print specific information based on the current Tag values, you will have to fill out the

Database Connection, Object Type, and Object Name (and then click ). Forexample, if you had a custom Stored Procedure to grab printing information, thisinformation would be filled out here.

5. Once you have the columns listed, you can enter in a formula for each column orparameter. You can insert Tags or functions by selecting the Formula column and thendouble-clicking on a Tag or Formula in the object viewer.

6. Select the Printer and Template you would like to use. If you need to add Printers orTemplates to Datamiser, make sure that they are added from the Management menu optionin the main Datamiser window.

7. If you would like the Action to print every time the Transaction is fired, make sure youcheck Automatic. Optionally, you may specify additional Actions to occur when the printfails or succeeds by choosing a Manual Action from the On Success and On Failuredropdown menus. You can choose from any Manual Option, allowing you to write to thedatabase or return data to the Processor every time the Transaction is fired. For details,continue reading the next couple of sections.

8. When you are finished editing or creating your Transaction Action, be sure to check

Enabled and click .

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9.3 Transaction Action for Database LoggingLogging to a database is a Manual Transaction Action. If you would like to log information to thedatabase every time an Automatic Transaction Action occurs, follow these steps:

1. In the Transaction Action Manager, click to create a new Transaction Action.2. Make sure the Action Type is set to Log to DB.3. Give the Action a unique Name.4. To log information, you will have to fill out the Database Connection, Object Type, and

Object Name (and then click ). For example, if you had a custom StoredProcedure you would like to run, you would select the corresponding database and theprocedure you would like to run.

5. Once you have the columns listed, you can enter in a formula for each column orparameter. You can insert Tags or functions by selecting the Formula column and thendouble-clicking on a Tag or Formula in the object viewer. For example, if you would like tolog the status of a print job, go to Functions > Status and insert SUCCESS orSTATUSMESSAGE.


Enabled and click .7. Now that you have created this Manual Transaction Action, you will be able to select it as

the On Success or On Failure for any Transaction Action for printing.

9.4 Transaction Action for Returning DataReturning data to a Processor is a Manual Transaction Action. If you would like to edit taginformation in the Processor every time an Automatic Transaction Action occurs, follow these steps:

1. In the Transaction Action Manager, click to create a new Transaction Action.2. Make sure the Action Type is set to Return Data.3. Give the Action a unique Name.4. To return data, all you have to do is select what Tag you would like to edit and choose what

information you would like to return. You can then enter in a formula for each Tag. You caninsert Tags or functions by selecting the Formula column and then double-clicking on a Tagor Formula in the object viewer. For example, let’s say you want to return the statusmessage of a print job to the Tag named “StatusMessage”. Select this Tag from thedropdown list, go to Functions > Status in the object viewer on the left, and insertSTATUSMESSAGE. Now the status information for the print job will be returned to the tag“StatusMessage” in the Processor.

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Enabled and click .6. Now that you have created this Manual Transaction Action, you will be able to select it as

the On Success or On Failure for any Transaction Action for printing.

Datamiser Runtime and DispatchOnce you have configured Datamiser’s Transactions, you can now start Datamiser Runtime so thatall Transactions can be processed. You may also start Datamiser Dispatch so that Datamiser canprint. Follow the instructions below to start both Runtime and Dispatch.

10.1 Start RuntimeYou can start Runtime by going to Runtime > Start Service in the main Datamiser window. Onceyou do this, Runtime will continue monitoring Transactions and logging events until the service isstopped.

Now go to the Runtime > Transaction Information tab. Here, you will be able see all of yourTransactions being fired. Optionally, if you want to only see enabled Transactions, you may check Hide inactive Transactions at the bottom. For each enabled Transaction, you will be able to seethe numbers under the Successful or Failed columns being incremented as Transactions are fired.

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If there are any errors, they will show up in the Last Message column. To view the log of a specificTransaction, double-click on it.

Now go to the Runtime > Tag Details tab. Here, you will be able see all Tags (including Triggers)and their current values.

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10.2 Start DispatchYou can start the Dispatch by going to Dispatch > Start Service in the main Datamiser window.Once you do this, the Dispatch will continue monitoring prints.

Now go to Dispatch > Unprocessed. This will show all of your processing print jobs. Click

to check for the latest prints.

Now go to the Dispatch > Processed tab. Here, you can view all processed print and email jobs.You can specify any date range in the filter below. You can also double-click on any item to view itsstatus (for example, if a print job failed, this will tell you the error that occurred).

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Savance

1111 W. Oakley Park Rd. Ste 103, Commerce Township, MI 48390

Phone: 248-478-2555 | Fax: 248-478-3270

www.savancedatamiser.com | [email protected] | www.savance.com

DM-SG-Server1.0.0

Thank you for choosing Savance!



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